2025 Nonprofit Summit
- Date:
- Feb. 26-March 19, 2025
- Anticipated CPE:
- 4
Agenda
Session One | Wednesday, February 26 | Preventing fraud in nonprofits through effective governance
1:00 – 2:00 p.m. ET
In this session, our experts will provide an in-depth look at the critical issues of fraud risk management within the nonprofit sector. Participants will gain valuable insights into identifying, preventing, and addressing fraudulent activities while enhancing their organization’s governance practices. Nonprofit leaders will leave the session equipped with the knowledge to help safeguard their organization’s assets and maintain public trust.
- Matt Bohdan, partner, management consulting
- Michelle McHale, partner, management consulting
- Eric Conforti, principal, management consulting
- Moderator: Adam Counts, partner, assurance
Session Two | Wednesday, March 5 | Accounting standards update for nonprofit leadership
1:00 – 2:00 p.m. ET
In this session, panelists will provide an overview of key internal control considerations for leaders. Our experts will provide updates on the upcoming Uniform Guidance changes and how those will impact single audit requirements. We’ll cover key accounting areas to focus on to avoid common mistakes.
- Melissa Sutherland, senior manager, assurance
- Melissa Stein, senior manager, assurance
- Moderator: Jeff Zeleji, principal, assurance
Session Three | Wednesday, March 12 | Embracing AI and managing cyberthreats in nonprofits
1:00 – 2:00 p.m. ET
Our cybersecurity experts will address emerging AI topics for the nonprofit sector, assist in identifying security risks associated with the use of AI, and explore best security practices for any nonprofit organization. Attendees will understand how to embrace AI while balancing security risks and igniting innovation.
- Scott Petree, partner, management consulting
- Cooper Dayton, senior consultant, management consulting
- Moderator: Toni Diprizio, partner, assurance
Session Four | Wednesday, March 19 | 2025 tax update for tax-exempt organizations
1:00 – 2:00 p.m. ET
Join us for our annual tax update, which is a technical session dedicated to identifying risks and opportunities for tax-exempt organizations. Our experts will cover essential topics such as the importance of accurate vendor tracking/reporting, Form 990 compensation reporting requirements, and employment tax issues. Additionally, we’ll delve into recent guidance on the Inflation Reduction Act and provide an overview of current IRS activities and initiatives. This comprehensive session will equip you with the knowledge needed to navigate tax compliance in 2025.
- Jessica Toader, principal, tax
- Amanda Coon, senior manager, tax
- Moderator: David Lowenthal, partner, tax
For more information regarding program cancellation policies, please visit our webinar website or contact our offices at 248-352-2500.
Staff wishing to express complaints regarding this training should contact the Learning Team at 248-223-3881.
Plante & Moran, PLLC, 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 addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN 37219-2417 or by visiting the website: nasba.org
