Nonprofit Legal, Finance, Grants Conference 2023 | Columbia Books & Information Services | 6 April 2023 | Capital Hilton, 1001 16th St NW, Washington, DC 20036, USA

The third annual combined conference will take place in-person Spring 2023, and will feature general sessions as well as defined tracks covering Nonprofit Legal Issues, Finance and Tax Guidance, and Federal Grants Compliance. Attendees can follow one specific track or move between them to create a diversified educational experience.

Who Attends:
The conference is designed especially for CFO’s, CEO’s, directors, comptrollers, counsel and accountants of nonprofit organizations. Nonprofit sectors in attendance include foundations, associations, philanthropic, government, cultural, religious, health, educational, social welfare, civic and fraternal organizations. Attorneys, accountants and others who provide critical services to these sectors are all present in force as well.

Legal focused track
• This track is dedicated to educating those in the nonprofit world responsible for all legal aspects as they pertain to exempt organizations. As legal and legislative issues affecting nonprofit are under heavy examination, on all fronts, you owe it to yourself and your clients to keep abreast of current nonprofit laws. Sessions will identify important topics in legal areas and empower participants to recognize issues and explain how to resolve them.

Finance focused track
• With nonprofit organizations, there’s no margin for error when it comes to financial processes, budgeting, tax compliance, or strategic planning. Finance professionals must be in the know about new regulations and industry best practices, or else risk fraud, embezzlement, legal prosecution or fines, loss of your tax-exempt status, declining membership, or even bankruptcy.

Grants focused track
• With the advent of Uniform Grant Guidance, everything from the way you apply for grants to how you manage your funding has changed. It’s imperative that your entire nonprofit is not only up-to-date on the latest grants rules and regulations, but also that each person knows the steps to take to protect your funding.

Join us in-person, to learn from powerhouse sessions focused on nonprofit challenges delivered by knowledgeable compliance experts in legal, finance and grants compliance. You’ll walk away from this conference with clear guidance centered around hot topics including complexities of the pandemic, the surge in funding into the nonprofit industry and evolving compliance issues.

2023 Speakers

Amy Ferraro Whitsett
Vice President, MGT

Carol Barnard, CPA, CFE
Director, Aronson LLC

Clare Golla, CFP, Bernstein
National Managing Director, Philanthropic Services

Jeff Tenenbaum
Managing Partner, Tenenbaum Law Group

John Eusanio
Partner and Not-For-Profit Practice Leader, Citrin Cooperman

Janice Ryan
Partner, Venable LLP

Doug Boedeker
Partner, Marcum

John Hazard
Attorney, Webster, Chamberlain and Bean, LLP

Greg Plotts
Partner - Nonprofit and Associations, Aprio

Jack Reagan
Audit Partner, UHY LLP

Mark Robins, CPA
Partner, Aprio

A. Michael Gellman
Co-Founder, Sustainability Education 4 Nonprofits

Susan Colladay, CPA
Partner, GRF CPAs & Advisors

Michael Hoffman
Tax Director, PwC

Matthew Vivona
Tax Manager, PwC

Melissa Bradley Musser CPA CITP CISA
Partner and Director of Risk & Advisory, GRF CPAs & Advisors | President, IIA DC Chapter

Paul Preziotti, CPA
Partner, Audit, Johnson Lambert LLP

Jacqueline Tiso
Founder and CEO, JMT Consulting

2023 Sponsors

PLATINUM SPONSORS:
• Aprio
• Capital Edge
• GRF CPAs and Advisors
• JMT Consulting
• MGT
• UHY LLP
• WC&B

GOLD SPONSORS:
• Uprofyt
• Citrin Cooperman
• Design Data
• AB Bernstein