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2021 Not-For-Profit Conference Strategies for a Stronger Community


This event will be VIRTUAL on two days kicking off with Namaste CPAs, Yoga 8:00 AM. The educational portion of the day will run from 8:30 AM-12:35 PM.

This annual conference is built to address challenges, risks and opportunities relevant to the professional Not-for-Profit community.

Attendees will not only receive expert insight into the unique financial aspects of nonprofits, but also provide leadership tools to move organizations forward.

Can’t attend both days? You can register for just one day of the Conference as well!

Click Here to register for Day 1 of the Not-for-Profit Conference.

Click Here to register for Day 2 of the Not-for-Profit Conference.

Continue scrolling to Register for the FULL Conference and Agenda! 

Please note: This two-day conference is worth a total of 9 CPE credits.

Learning Objectives

To update CPAs, leaders, and business professionals in the not-for-profit arena on the latest issues and trends.

Major Topics

Here are some of the topics that will be covered in this year’s program: Remote Working/Hiring/Onboarding, Fraud, Financial Statements, Diversity/Equality/Inclusion and more.

Colorado Society of CPAs
Course Level
CPE Field of Study


Advanced Preparation


Event Information
May 20 - 21, 2021
8:00 am - 12:35 pm MDT
Total CPE Credits


Day 1

8:00 am
Namaste CPAs
Lori Reinwald, CPA

Join us for a quick 15-minute yoga session to kick-start your day.

8:30 am
Understanding New Market Tax Credits
Rocky Wiltsey, Julie Radulovich, CPA, and Monica Petersen
Provides participants with information on the New MarketsTax Credits (NMTC) program, discuss how Not-for-Profit organizations can take advantage of NMTCs, and how to structure NMTC projects.
Learning Objectives:
Background on the New Markets Tax Credit (NMTC) program
Discuss projects that can benefit from the NMTC program
Structuring and accounting for NMTC transactions
9:25 am
GAAP Update - Straight from the Source
Jeremy Dillard

Attendees will have a plain English understanding of the upcoming changes to U.S. GAAP.
Learning Objectives:
Implementation of ASC Topic 842, Leases
Accounting for in-kind donations
Other FASB pronouncements and projects

10:15 am
10:25 am
Creating a Culture of Security
Anders Erickson, CISA, CISSP, CRISC

Cybersecurity is not so much a matter of tools or processes but rather the reflection of an organization’s culture. Culture is a product of people and is driven top-down by leadership. This session will explore how leaders can effectively promote a culture of security to better protect their people and organizations from cyber threats.
Learning Objectives:
The impacts of cybersecurity breaches on businesses
Three real-life case studies of organizations that experienced a cyber attack
Ten things non-technical leaders can do to to promote a culture of security

11:20 am
Helping Your Workplace Adapt to the New Normal
Karen Policastro

During the COVID-19 pandemic, managers have had to quickly adapt to changing business conditions, from setting up remote teams to helping prepare staff for the return to the office. In this presentation from Robert Half, we’ll explore best practices for managing a mix of on-and off-site talent, key lessons learned in the wake of the crisis and its long-term impact on the workplace.
Learning Objectives:
Understanding the Current Hiring Environment
Managing, Hiring and Onboarding Employees Remotely
What to Expect When Transitioning Back to the Office
How to Keep Your Business Moving Forward

Day 2

8:00 am
Namaste CPAs
Lori Reinwald, CPA

Join us for a quick 15-minute yoga session to kick-start your day!

8:30 am
Walks Like a Fraud, Talks Like a Fraud... Now What?
Brad Sargent CPA/CFF/ABV, CFE, CFS, CCA, FABFA, Mark Williams Esq., and Christian Hendrickson Esq.

Participants in this session will learn how to put together and execute an effective action plan upon uncovering potential fraud.
Learning Objectives:
Initial response is critical
Forming the right team
Important do’s and don’ts

9:25 am
Single Audit Overview and COVID-19 Relief Funding Considerations
Adam Pyzdrowski, CPA

Understanding overall single audit requirements and how they relate to COVID-19 relief funding.
Learning Objectives:
Overview of single audit requirements and how to determine when a single audit is required
Obtain a better understanding of how auditors select which funding sources to test in a single audit
Discuss compliance audit areas of a single audit
Gain a better understanding of COVID-19 relief funds, reporting requirements and key compliance

10:15 am
Break and a word from our Sponsor - Xero
10:25 am
Financial Statements - Telling Your Story
Ksenia Popke, CPA and Rosie Sanchez, CPA

Discuss how to use financial statements as a tool for strategic decisions and telling the story of our organization.
Learning Objectives:
Breaking down your financial statements
What is unique about NFP financial statements?
Focus on footnotes
NORI (Nonprofit Operating Reserves Initiative)
Using your money to build for the future (ie. pay off debt, etc)
Now is the time to tell your story – President’s letters, MD&A


11:45 am
Building Diverse and Inclusive Boards and Teams
Kenny Taylor
This session will provide solutions on fostering diversity on non-profit boards and on their teams
Learning Objectives:
Finding people to join your board
Experiences of Blacks, Other People of Color and Minorities (of all sexes, cultures, ages, etc.) within your organization
Solutions to foster diversity and inclusion


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2021 Not-For-Profit Conference

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