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Friday, April 3, 2020 Webcast

Nonprofit Essentials (E2004424)

10:00 AM - 12:30 PM EDT

Registration: 9:45 AM EDT

webcast

Webcast

3.5 CPE Credits in AA

OVERVIEW

Nonprofit organizations are dealing with change on multiple horizons. Attend this replay of the 2019 Nonprofit Conference to get the updates you need to better serve your clients.

DESIGNED FOR

CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.

HIGHLIGHTS

Industry Update and Post-Implementation of FASB 2016-14
Louis J. Mezzina, CPA
Not-for-profit organizations are frequently in the news. Examine headlines to understand what drives the stories and discover key takeaways. Then, discuss lessons learned from the implementation of FASB 2016-14.

Grants and Contracts for Not-for-Profits
Richard A. Cole, CPA - BKD
This session will provide an overview of the FASB’s new grants and contracts accounting standard update and some implementation ideas.

Leases – Implementing the Changes for Lessees
Brad E. Muniz, CPA – SobelCo
Frank R. Boutillette, CPA, CGMA, ABV – Withum

Discuss an overview of the changes to the lease standards, examples of lessee implementation and certain nuances that are commonly overlooked.

COURSE LEVEL

Intermediate

PREREQUISITES

None

ADVANCE PREPARATION

None

ADDITIONAL NOTES

This session was part of the 2019 Nonprofit Conference. If you previously attended this session you will not be eligible for credit again.

INSTRUCTORS

Frank Boutillette

Frank R. Boutillette, CPA, CGMA, ABV

Partner

WithumSmith+Brown

Frank is a partner in Withum’s New York office and has over 25 years of accounting and auditing experience. Specializing in accounting, auditing and business valuation services, Frank is a licensed CPA in New York and New Jersey. He is a member of Withum’s Financial Services & Investment Group and has significant experience working with investment companies (hedge funds, mutual funds and ETFs), broker-dealers, private equity and venture capital funds, registered investment advisors and closely-held businesses. He also performs peer and quality reviews of CPA firms. He is a member of the American Institute of CPAs (AICPA) and the NJCPA, where he served as president for the 2015/16 term. Frank is also a member of the NJCPA Peer Review Executive Committee, which administers peer reviews on behalf of the AICPA in New Jersey. He is a co-author of three books on accounting.

Richard Cole

Richard A. Cole, CPA, CGMA

Partner

BKD, LLP

Rick Cole is a partner in the New York City office of BKD specializing in audits and advisory services for not-for-profit and higher education organizations. Rick is widely regarded nationally for his knowledge related to Not-for-Profit accounting standards and has been a frequent speaker with NACUBO, the AICPA, and various state societies of CPAs. He joined the firm recently from the FASB.

Before joining BKD, Rick worked at the FASB, where he served as a supervising project manager. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made; ASU 2019-03, Updating the Definition of Collections; and the Financial Performance Reporting for business entities project. He was also the coordinator for FASB’s NFP Advisory Committee and the Private Company Council.

Prior to joining the FASB, Rick was the Vice President and Controller at the American Museum of Natural History in New York, where he worked for over seven years, and before that was a senior manager with KPMG LLP, where he worked for over fourteen years and specialized in audits of higher education institutions and other NFPs. Rick is a lecturer at Columbia University’s School of Professional Studies in their Non-Profit Management program. Rick earned a BS and an MBA from Montclair State University. He is a CPA in New York and New Jersey and is a member of the AICPA and the New York State Society of CPAs.

Louis Mezzina

Louis J. Mezzina, CPA

KPMG LLP

Lou Mezzina is a retired KPMG Audit Partner with more than 40 years experience and served as National Industry Director for the firm’s Higher Education and Other Not-for-Profit Organizations practice from 2002 through his retirement in 2014. He continued to support that practice through March 2019 as a Senior Advisor, supporting knowledge sharing efforts within and outside the firm.

Lou received his BS degree in accounting, summa cum laude, from The State University of New York at Albany. He is a former chairman of the Not-for-Profit Organizations Committee of the New York State Society of Certified Public Accountants and served a three-year term on the Not-for-Profit Organizations Committee of the AICPA. He is a past president of the Make-A-Wish Foundation of Metro New York.

Brad Muniz

Brad E. Muniz, CPA

Partner in Charge of Accounting & Auditing

SobelCo

Brad is a member of the firm and director of accounting and auditing at SobelCo, serving small businesses and individuals in the areas of accounting, auditing, tax and business consulting. He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

PRICING

$79.00 - Member

$129.00 - Non Member

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Note: Online pre-registration will close on April 3 at 10:00 AM.

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