CPE Seminar

Washington, D.C. | 2017 Annual Not-for-Profit Seminar

October 27, 2017

Key Topics

Making Sense Out of Change

Now more than ever, status quo is not an option. Some of us embrace this, but most of us chose accounting because of its stability. While we may intuitively know that change must happen for progress to occur, for many of us, the idea of change brings frustration and fear. While you may not be able to change reality, you can certainly change your perception. During this course, we’ll explore common psychological reactions to change and explore techniques and other tips on how to mitigate the perceived threat and how to learn to embrace a little more chaos in your life.

Learning Objectives:

  1. Explain why many of us resist change (unless it’s our idea, of course)
  2. Establish a culture of creativity and trust to effectively lead your organization through change

What’s New in the Nonprofit Tax World

The program will bring you 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 other topics of interest.

Learning Objectives:

  1. Identify the recent tax developments affecting the nonprofit industry
  2. Discuss the current IRS work plan results and future areas of focus
  3. Recognize the ACT recommendations

Why Everyone Hates Their Software

One of the pervasive commercial realities today is that many… maybe most… organizations are dissatisfied with the performance of their primary “run-the-business” software… usually a brand-name ERP or Financial system that is broadly distributed and widely used. To a person, business and I.T. executives tell us that their ERP/Financial systems have not met their original expectations and that the productivity of their personnel and processes have not materially improved as a result of deploying new software. So what is the problem… and how do we address it?

Learning Objectives:

  1. Learn the four primary reasons why most organizations are dissatisfied with their primary ERP and/or Financial systems
  2. Recognize why having an external technology partner is critical to managing and leveraging the breadth of technology deployed in most organizations today
  3. Understand some analytical approaches that can help an organization align its objectives, strategies, and processes with its information systems so that greater ROI can be secured from the information systems

HR Update: What’s Happening in Washington

This program will review Washington federal matters that impact employers. Topics will include health care repeal-and-replace failures, IRS priorities for ACA employer reporting and other agency actions such as HHS, DOL, and EEOC.

Learning Objectives:

  1. Review recent ACA repeal health care legislation and failures
  2. Discuss IRS employer reporting requirements in place for 2017
  3. Identify other HR impacts by HHS, EEOC, DOI, and IRS Cadillac tax in 2020

Not-For-Profit Accounting & Auditing Update

This program is designed to provide not-for-profit CFO’s, 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 not-for-profit entities.

Learning Objectives:

  1. Recognize recently-issued ASU’s and their impact on NFP entities
  2. Review various illustrative examples to give a better picture of the proposed changes
  3. Review pending exposure drafts and their potential impact on NFP entities

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Hours of CPE | 6 Hours*
Delivery Method | Group Live
Program Level | Basic
CPE Category | Accounting, Auditing, Taxes, Business Management & Organization

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.