CPE Seminar

Richmond | 2018 Annual Education & Not-for-Profit Seminar

November 27, 2018

Attendees who participate in the full program will receive up to 8 hours of CPE.


The Role of Financial Managers to Improve Trust in Organizations

  • JR Hipple, Managing Partner | SIR 

Program Description: 
Organizations of all types and sizes are caught between declining trust and increasing expectations from the public. This highly interactive workshop will identify major trends impacting trust in business and nonprofits, and provide advice for managers to create trust within their work groups.

Learning Objectives: 

  • Understand what is contributing to declining trust in institutions
  • Examine the role of managers and leaders in building trust
  • Learn communications techniques to build trust from within your organization

Panel Discussion: EBP Fiduciary Responsibility


  • Peter Tomasch, Financial Advisor | Cherry Bekaert Wealth Management


  • Brynn McNeil, Partner | Cherry Bekaert LLP
  • Deb Walker, Director | Cherry Bekaert LLP
  • Brydon DeWitt, Partner | Williams Mullen 

Program Description:
The objective of the panel discussion is to provide the audience with a refresher on the fiduciary rules for retirement and any other employee benefit plans that could be subject to them.

Learning Objectives:

  • Recognize if their 403(b) Plan is subject to ERISA and what the respective filing and audit requirements are.
  • Determine what the responsibilities and duty requirements of a Plan Fiduciary are.
  • Review best practices of a Plan Fiduciary and understand what impacts may result for purposes of an audit or tax compliance.

What’s New in the Nonprofit Tax World

  • Katie Zarroli, Manager | Cherry Bekaert LLP 

Program Description: 
During this session, we will bring you up-to-date on the latest developments affecting nonprofit organizations from a tax perspective. In addition to covering all the changes affecting not-for-profits brought about by the Tax Cuts and Jobs Act (“TCJA”), we’ll highlight the subsequent guidance received as well as discuss how the industry is responding and adapting to the new rules. Topics will also include other guidance issued by the IRS, changes to information about not-for-profits provided on the IRS’ website, and updates to the IRS’ strategic plans.

Learning Objectives:

  • List provisions of the TCJA to determine which impact their organization
  • Describe how the not-for-profit industry is responding to the changes brought about by the TCJA
  • Analyze whether there are any other changes at the IRS or in recently issued guidance that affect their organization

Trust Me, I’m a Skeptic

  • Jonathan Kraftchick, Managing Director | Cherry Bekaert LLP   

Program Description:
Over time it is easy to allow professional skepticism to slip. As we get more comfortable with those we work with, the standards we adhere to and the stability of ongoing relationships, it becomes more and more difficult to remain professionally skeptical. From statistics to psychology, this session will go over the importance of maintaining our skepticism and tips for how to remain that way.

Learning Objectives: 

  • List the six ways published by the PCAOB to becoming more skeptical.
  • Increase awareness of common biases that tend to sneak up on most accountants.

Not-for-Profit Accounting & Auditing Update

  • Brynn McNeil, Partner | Cherry Bekaert LLP
  • Katie Tuite Strader, Manager | Cherry Bekaert LLP 

Program Description: 
This course 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 not-for-profit entities.

Learning Objectives: 

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

Nonprofit Organizational Sustainability

  • Scott Warren, Co-Founder & Director | Warren Whitney

Program Description:
We will discuss the factors that offer opportunity and/or threats to the sustainability and ability of a nonprofit to deliver on its mission.

Learning Objectives:

  • Identify the opportunities available to your organization
  • Recognize threats to sustainability and how to overcome those threats

Business Intelligence for Nonprofits

  • Dan Hulen, Senior Manager | THInc.IT

Program Description: 
Data is growing exponentially, making it possible to glean insights in new ways. Learn how you can unlock your data to drive real insights into your operating procedures, allocation of funds, and the impact of programs. We will provide a demo in a Business Intelligence platform discussing how you can now easily visualize your data, collaborate with others, share insights, and make better decisions to accelerate your mission.

Learning Objectives:

  • Recognize areas where you can improve your organization’s use of data
  • Understand the tools available to better visualize your data
  • Describe the benefits of Business Intelligence

CPE Accreditation

Prerequisites | None
Advanced Preparation | None
Recommended Hours of CPE | Up to 8 Hours*
Deliver Method | Group Live
Program Level | Beginner
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.