Event Info


2017/07/20 Not-for-Profit Conference CONF4-17
Event code: CONF4-17
Date:  07/20/2017 (8:30 AM - 4:45 PM)
Location:  Marriott East
7202 E 21st St
Indianapolis, IN 46219
7:30-8:15 a.m. CFO Roundtable Breakfast (optional)
Table topic discussions you can choose from include: Engaging the Younger Donor Population; Introduction to the State Board of Accounts – FAQs When Completing an E1; Form 990; Board Engagement; and PCI Compliance.
8:30-9:50 a.m. Opening General Session
Accounting Update (A&A) (Yellow Book)
Richard Cole, CPA, CGMA, Financial Accounting Standards Board
10-11 a.m. Breakout Sessions
A.Excel - Auditing Your Spreadsheets for Maximum Accuracy
Bryan Smith, CPA, CISA, CITP, CPA Crossings, LLC
B.Simple & Effective Methods for Strengthening Internal Controls to Combat Fraud
Opportunities (A&A)
Chris DuKate, CPA, Crowe Horwath LLP
Kevin Kerswick, CPA, Crowe Horwath LLP
Ann Merkel, The National Bank of Indianapolis
C.Maximizing the Lifetime Value of Your Donors for Fundraising Success  
Jay Love, Bloomerang
11:15 a.m. - 12:15 p.m. Breakout Sessions
A.Introduction to Data Analytics and Microsoft's Power BI Tools
Bryan Smith, CPA,CISA, CITP, CPA Crossings, LLC
B. Time for a UBI Check-Up (A&A)
Emilie Knieriem, CPA, Crowe Horwath LLP
Rachel Spurlock, CPA, Crowe Horwath LLP
C. Revenue Recognition (A&A)
Richard Cole, CPA, CGMA, Financial Accounting Standards Board

12:15-1 p.m. Luncheon
1-2 p.m. General Session
CFO, Controller, or Both: How to Wear Multiple Hats and Deliver Exceptional Value
Jon Lokhorst, CPA-Inactive, Lokhorst Consulting LLC
2:10-3:10 p.m. Breakout Sessions
A.Managing NFP Information Technology Risks
Ryan R. Elmore, Katz, Sapper & Miller, LLP and Dan Resnick, KSM Consulting
B.Presenting Financial and Complex Information
Rhonda Tamulonis, When You Leave the Room
Rob Norris, When You Leave the Room
C.The Ticking Time Bomb: Don’t Get Caught Without a Succession Plan
Jon Lokhorst, CPA-Inactive, Lokhorst Consulting LLC
3:25-4:45 p.m. Closing General Session
Ethics Don’t Come In 31 Flavors (Ethics)
Daniel Porter, CFE
Credit hours:  8.00
Yellow Book? No       Hands On? No       New Course? No

At this year's event:

CFO, Controller or Both: How to wear multiple hats and deliver exceptional value.

Ethics Don’t Come in 31 Flavors: Find out more about the best practice decision-making processes for ethics.

Accounting Standards Update: Overview of the recent Presentation of Financial Statements of Not-for-Profit Entities.

Bring a Client or a Colleague: Do you a know a team member or client who needs to get up to speed on not-for-profit best practices? Bring them!

Who should attend: CPAs in public accounting serving not-for-profit organizations; or CPAs and executive directors in not-for-profits
Event level:
Required knowledge:
Field of study: General Knowledge
Advanced prep?
Comments: To register at the Bring a Colleague Fee, call Member Services, Phone: (317) 726-5000 or Toll Free: 1-800-272-2054


  • Bring a Colleague Fee CONF4-17 - $149.00
  • FlexPass CONF4-17 - 8.00 Points
  • Member Fee CONF4-17 - $244.00
  • Nonmember Fee CONF4-17 - $395.00
  • Other State Society Member Fee CONF4-17 - $244.00


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