Downtown Philadelphia

Not-for-profit and higher education executive forum | Philadelphia

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


Noon – 12:30 p.m. – Registration, networking and lunch
12:30 – 12:45 p.m. – Welcome and introductions
12:45 – 5 p.m. – Executive forum education sessions
5 – 6 p.m. – Networking reception

Education sessions:

Accounting standards update
Presented by Alli Johnson, CPA, Manager

State of cybersecurity: How to manage emerging threats and risks
Presented by Eric Cortese, CISA, Manager and Taylor Armstrong, CPA, CISA, Manager

Combatting fraud through effective internal controls
Presented by Jonathan T. Marks, CPA, CFF, CITP, CGMA, CFE, Partner and Firm Leader, Investigations and Compliance

Affordable Care Act update: Where did THAT notice come from!?
Presented by Eric Pochas, CHRS, Director of Client Services, Baker Tilly Vantagen

Nimble organizations: Embracing and adapting to change
Presented by John Park, D.Ed., Director and Adrienne Larmett, Senior Manager

Learning objectives:

  • Review key Accounting Standard Updates (ASUs) that will impact not-for-profit organizations now and in the future, including leases, fair value measurement, revenue recognition and Not-for-Profit Entities (Topic 958)
  • Understand today’s cybersecurity landscape
  • Identify cybersecurity threats and risks
  • Learn how to manage a cybersecurity program that fits your organizational needs
  • Define internal controls and understand how to design a proper system to help reduce an organization’s vulnerability to fraud, waste and abuse
  • Understand why the fraud triangle is no longer sufficient enough and how to use the meta model of fraud to enhance the risk assessment process
  • Learn how skepticism can be used to thwart fraud
  • Understand the conditions that are prompting the IRS to propose ACA-related penalties
  • Break down ACA reporting and Employer Shared Responsibility non-compliance risks
  • Learn how to position your organization to effectively respond to ACA-related notices
  • Discuss ways organizations can be nimbly responsive to changes related to funding, technology, workforce and student/stakeholder expectations
  • Share best practices for managing risk and opportunities in a challenging and changing not-for-profit or higher education environment in order to fulfill the organization’s mission while maintaining financial sustainability

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. Participants are eligible to receive up to 4.5 CPE credits.

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:
4.5 hours total credit
Field of study: Accounting (1); Business Management & Organization (1); Management Services (1.5); Personnel/HR (1)
Host: Malorie Goldblatt

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 608 240 2522.

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:

Similar events