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Annual Not-for-profit executive forum | Pittsburgh

Join Baker Tilly’s assurance, tax, risk management and fraud advisory specialists as we host our annual not-for-profit executive forum.

Baker Tilly serves not-for-profits, colleges, universities and healthcare providers of all types and sizes and we are here to support your mission as your trusted advisors and Value Architects. By attending our forum, you will gain access to accounting, financial and operational knowledge to help your organization succeed.

Objectives:

  • Discuss workforce recruitment and retention challenges and how to overcome them
  • Review key Accounting Standard Updates (ASUs) that will impact not-for-profit organizations
  • Discuss ways organizations can be nimbly responsive to changes related to funding, technology, workforce and student/stakeholder expectations
  • Learn how fraud can affect your organization
  • Understand how to utilize incentives programs

Agenda:

11:30 a.m. – 12:30 p.m. – Registration, networking, lunch

12:30 – 12:45 p.m. – Welcome and introductions

12:45 – 4:30 p.m. – Executive forum education sessions

Education sessions:

Nimble organizations: embracing and adapting to change

Presented by John Park, D.Ed., Director and Adrienne Larmett, Senior Manager, Baker Tilly

Red flags of fraud in the NFP environment

Presented by Dave Duffus, CPA/ABV/CFF,CFE, Partner

ACA compliance: what it really takes to share responsibility

Presented by Eric Pochas, Director, Baker Tilly Vantagen

Credits and incentives

Presented by Gideon Gradman, Managing Director, Baker Tilly Capital, LLC; Chris Tritsis, CPA, Senior Manager and Mike Land, Senior Managing Director, Baker Tilly Capital, LLC

Accounting standards update

Presented by Todd Boslau, CPA, Partner

Who should attend

CFOs, CEOs, COOs, VPs, board members, controllers, risk managers, executive directors and other management professionals from not-for-profit organizations, higher education institutions and/or healthcare providers should attend this program.

 Information about CPE eligibility

There are no prerequisites for this event and advance preparation is not required. There is no cost to attend this event.

Level: overview
CPE credit:
four (4) hours total credit
Field of study: Multiple (Accounting, Tax, Business Management, Personnel/HR)
CPE host: Rachel Trunk

A certificate of completion will be e-mailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at +1 (608) 240 2522.

CPE sponsors icon

Baker Tilly Virchow Krause, LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.

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