Join Forvis Mazars for an informative, in-person event as knowledgeable professionals from the nonprofit and public sector industries share an in-depth overview of accounting and tax updates affecting tax-exempt entities. In addition, we’ll discuss relevant trending topics and best practices to help position your organization for success.
Learning Objectives
Upon completion of this program, participants will be able to:
- Identify grant funding sources, recall grant requirements, create strong proposals, enhance grant writing skills, and understand best practices for managing awarded grants.
- Discuss highlights of the new Uniform Guidance rules, common deficiencies in Single Audits, and how to prevent them.
- Explain the importance of leading employees through the change of an ERP modernization and discuss how an ERP road map can serve as a foundation of this journey.
- Recognize how emerging technologies and automation tools can help streamline financial operations and enhance reporting accuracy in nonprofit organizations.
- Describe current market trends and investment strategies relevant to nonprofit financial stewardship and long-term sustainability.
- Outline recent changes in tax regulations affecting nonprofits and how to maintain compliance and tax efficiency.
- Explain ways to involve nonprofit leadership in adaptive strategic planning that responds effectively to economic and operational uncertainty.
- Recall current property and employee health insurance trends from real-world case studies.
- Discuss how the Entrepreneurial Operating System (EOS) framework can help nonprofit and public sector leaders clarify their vision, gain traction, and build healthier organizations.
Presenter(s)
Allison Swaters, Mike Engle, Brett Johnson, James Lewis, Dan Prater, Rene Larsen, Kim Swain, Dana Abraham, Chris Culbertson, Madi Giles