CPE Seminar

Tampa | 2017 Annual Not-for-Profit Seminar

December 12, 2017

Key Topics Will Include:

What’s New in the Nonprofit Tax World

  • Amanda Adams, Managing Director | Cherry Bekaert LLP

During this session, you’ll get up to date on the latest developments and trends affecting nonprofit organizations from a tax perspective. Topics will include the ACT recommendations, data tools for IRS examinations, IRS priorities for tax-exempt organizations for the next fiscal year and more.

Making Sense out of Change

  • Scott Anderson, Director | Cherry Bekaert LLP

Now more than ever, status quo is not an option. During this course, explore common psychological reactions to change and explore techniques. Get tips on how to mitigate the perceived threat and how to embrace a little more chaos in your life.

Not-for-Profit Accounting & Auditing Update

  • Bradley Knudsen, Manager | Cherry Bekaert LLP

This update is designed to provide not-for-profit CFOs, controllers and other professionals with a broad update on new and potential accounting pronouncements issued by the FASB that will, or may have, a potential impact on their nonprofit entities.

Economic Outlook: Fast Lane, Exit Lane, or Cruise Control?

  • Lisa Robinson Weiss, CFA | Regions Bank

This update will focus on the key economic factors that will have significant impact on fundraising growth and investment markets.

Organizational Development

  • Liz Wooten-Reschke, President | Connectivity Community Consulting, Inc.

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | Up to 5 Hours*
Deliver Method | Group Live
Program Level | Beginner
CPE Category | Accounting & Auditing, Taxes, Information Technology, Personal Development, Personnel/HR

CPE Sponsors Logo*Cherry Bekaert 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. | www.learningmarket.org

Cherry Bekaert Continuing Professional Education: Statement of Administrative Policies

Complaint Resolution Policy

Cherry Bekaert will make every effort to provide the best training courses possible. In the event participants are not completely satisfied with the training course and wish to file a complaint, please contact Cate Miller at cate.miller@cbh.com or 704.940.2661 within 10 business days of the event. Information about the course such as date, location, instructor and nature of complaint must be provided. Complaints may also be made in writing to: Cherry Bekaert LLP, 6806 Paragon Place, Suite 310, Richmond, VA 23230, ATTN: Cate Miller

Record Retention Policy

Cherry Bekaert will retain all Continuing Professional Education (CPE) documents for five years from training course date. These records will include:

  • Course outline
  • Course content and handouts
  • Sign in sheets
  • Dates and locations of training courses
  • Instructor credentials
  • Course evaluations
  • CPE certificates stating amount of recommended CPE credit

Refund and Cancellation Policy

Cherry Bekaert reserves the right to cancel or reschedule any training courses up to 10 business days prior to the date of the event. Full refunds will be provided to registered course participants if the course is cancelled or if participants are unable to attend the rescheduled event.

Participants who must to cancel their course registration 10 or more business days in advance of the event must contact Cate Miller to receive a full refund of all fees paid. Participants who must cancel their registration within 10 business days of the event, will not receive a refund.