Hikers climb a rocky path

On June 5-6, 2024, Baker Tilly’s not-for-profit (NFP) team hosted our annual NFP governance and fiscal workshop, bringing together hundreds of NFP organizations for two days of valuable insights from our industry specialists and clients. Missed a session or need a refresher on a topic? Explore the recordings below!

In the day 1 recording, hear from our Baker Tilly client panel about their experiences with navigating merger and acquisition complexities in the NFP environment, sharing both success stories and cautionary tales. In addition, listen to our sessions covering essential human resources (HR) considerations and best practices for planning combinations and a discussion on how collaborations can enhance an organization’s goals and the tax implications associated with these decisions.

June 5, 2024 sessions

Mergers, acquisitions, joint ventures, oh my! Not-for-profit leaders share lessons learned panel discussion

Moderated by Karen Gries, CPA

Key human capital considerations for NFP mergers and acquisitions 

Presented by Deanna Kempinski

How collaborations create opportunities to advance your organization’s mission and goals  

Presented by Karen Gries, CPA and Christine Faris, J.D.

In the day 2 recording, explore trending technical issues, including a “lakeside cybersecurity chat,” compliance update on Uniform Guidance changes and other hot governmental accounting topics, and federal and state tax update, including the latest unrelated business income (UBI) guidance.

June 6, 2024 sessions

Lakeside chat: Combatting NFP cybercrime with a proactive cybersecurity strategy

Moderated by Laurie Horvath, CPA; Presented by Bernard Regan, MSc, MBCS and Joe Shusko, CISA, PMP

Compliance update: Uniform Guidance changes, hot topics and industry trends 

Presented by Blaine Jasper, CPA

A year in tax: what we’ve seen 

Presented by Shelby Netz, CPA and Emily Maurice, CPA

Stay informed with Baker Tilly

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We're here to help

For more information or to learn how Baker Tilly's not-for-profit specialists can help protect and enhance the value of your organization, connect with us.

Additional NFP resources

Stay up-to-date on emerging issues and trending topics impacting your not-for-profit organization with our frequently updated NFP Online Journal.

© 2024 Baker Tilly US, LLP

Karen Gries
Christine Faris
Laurie Horvath
Blaine Jasper
Shelby T. Netz
Krista K. Pankop
Bernard Regan
Joe Shusko
Analyzing program data on tablet
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