Keep Your Not-for-Profit Financially Safe

Start time:
May 16, 2023 11:30 AM CT
Duration:
2 hours
Location:

Conference Room 104B
3000 Pegasus Park Drive
Dallas, TX 75247 (Map)
Credits:
1.5
Contact:
Danielle Johns, Moss Adams, (303) 294-7772
Cost to attend:
Complimentary

Join us for our Central Region Roundtable events, intended to help not-for-profit organizations navigate uncertainty. Our panelists will discuss the following topics.

  • The state of the market
  • IT security
  • Types of investments, including alternative investments
  • Responsibilities of your investment committee
  • Legal and governance matters
  • Tax implications for alternative investments
  • Audit and accounting considerations

Health & Safety Statement

Moss Adams takes the health and safety of our people and clients very seriously. In partnership with Convene at Pegasus Park, we’ll adhere to all CDC guidance as well as federal, state, and local government and/or venue regulations. If requirements change, we’ll update our guidance.

Register

Speakers

Elizabeth Dollar, CPA, Partner; National Practice Leader, Not-for-Profit , Moss Adams

Liz has practiced public accounting since 2000. Her focus is financial statement and compliance audits for not-for-profit organizations including foundations, trade associations, multiservice not-for-profit entities, health care organizations, and universities. Liz audits many organizations receiving federal funding under Uniform Guidance for Federal Awards.

Josh Lewis, Partner, Moss Adams

Josh has provided assurance and consulting services to health care organizations since 2001. His clients have included health systems, hospitals, group medical practices, long-term care providers, federally qualified health centers (FQHCs), mental health agencies, home health agencies, dialysis centers, infusion centers, health plans, and health networks. Josh has extensive experience with not-for-profit accounting, governmental accounting standards, and OMB Uniform Guidance for Federal Awards.

Steve Talbot, Senior Manager, Moss Adams

teve has practiced public accounting since 2013, after a 25-year career in publishing and journalism. He serves a wide range of tax-exempt clients, including community charities, arts organizations, hospitals, and private foundations. Steve works on tax compliance and consulting, including tax research on specific issues affecting the not-for-profit industry.

Samantha Hairston, Senior, Moss Adams

Samantha has practiced public accounting since 2016. She performs assurance work on a variety of engagements such as government contractor audits, employee benefit plans, and health care financial statement reviews. In addition to these audits, she has performed many governmental audits and gained technical knowledge regarding entities receiving federal and grant assistance.

Cole Barnard, Manager, Moss Adams

Cole has practiced public accounting since 2017. He provides professional services to a wide variety of organizations, working primarily in the not-for-profit industry. He has experience in accounting and auditing as well as experience conducting audits in accordance with Government Auditing Standards.

Ryan Stewart, Senior Manager, Moss Adams

Ryan has worked in information security and risk management consulting since 2009. He leads IT security remediation projects and advises executive staff in information security and risk management. Ryan oversees multiple engagement teams to provide guidance, quality control, and leadership for engagements at varying completion stages.

Brandon Zilles, Financial Advisor, Moss Adams

Brandon has worked as a private client advisor at Moss Adams for the past five years. He uses his expertise in estate, cash flow, asset diversification, and investment management to serve individuals on their complex wealth management needs. Brandon focuses on business succession, transaction planning, multigenerational wealth planning, balance sheet diversification, and gift and estate planning.

Jonathan Blum, Partner, Holland & Knight LLP

Jonathan is a not-for-profit and tax-exempt organizations attorney in Holland & Knight's Dallas office. His experience includes assisting not-for-profit leaders in managing their legal matters on a broad array of issues affecting charities, foundations, trade and professional associations, advocacy groups, and other not-for-profit organizations.

Registration Form

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CPE Information

Program Level:
Overview
Credits:
Accounting: 1
Information Technology: 0.5
Delivery Method:
Classroom
Learning Objectives:

After completing this training, participants will be able to identify different types of investments impacting the not-for-profit industry; identify cybersecurity risks and issues; navigate auditing and accounting considerations, tax implications, and the responsibilities of your investment committees; and identify legal and governance matters affecting your industry.

Prerequisites:
None
Refund Policy:

For more information about administrative policies regarding CPE, refunds or complaints, please contact Danielle Johns at (303) 294-7772 or send them an email.

Moss Adams 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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.