The Westin Bonaventure Hotel & Suites
The Westin Bonaventure Hotel & Suites, 404 S Figueroa St, Los Angeles, CA 90071, USA

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Event Date Wed May 18 PDT (about 7 hours ago)
In your timezone (EDT): Wed May 18 3:00am - Wed May 18 3:00am
Location The Westin Bonaventure Hotel & Suites
404 S Figueroa St, Los Angeles, CA 90071, USA
Region Americas

California NFPs generate $273B in annual revenue, and one in every 14 California jobs is at the event. CalCPA’s annual conference brings together industry and public accounting experts to deliver timely updates surrounding the nonprofit market. Engage with speakers who lead sessions covering topics ranging from new and developing tax issues to effective controls and private endowments. You’ll gain a renewed understanding of pertinent accounting, audit, legal, tax and regulatory updates.

Learning Objectives:
• Determine the latest standards and technical requirements facing not-for-profit organizations.
• Identify answers to key tax and accounting questions related to nonprofits.
• Recognize issues that could affect operations and profitability.

Major Subjects
General Sessions:
• Keynote Presentation: DE&I
• Fraud in Exempt Organizations
• FASB NFP Update
• Tax Update
• Living in a Post-Pandemic World

Tax Breakout Sessions:
• Self-Dealing and Other Common Foundation Issues
• Common Mistakes on the 990 and 990PF
• Unrelated Business Income (UBI)

Industry Breakout Sessions:
• How Non-Profits are Navigating the Great Resignation
• Best Practices to Effectively Train Your Board/Finance Members
• Due Diligence for M&A in the Non-Profit Space

Audit Breakout Sessions:
• Single Audit Update
• Implementation of New Standards
• Audit Standards Update


2022 Speakers

Kimi Ellen, CPA
Partner, Benford Brown & Associates

Lior Temkin, CPA, MST
Tax Partner, SingerLewak LLP

Jan Masaoka
CEO, California Association of Nonprofits

Cherie Williams, CPA
Tax Manager, Moss Adams

Ofer Lion
Attorney, Seyfarth

Arthur Rieman, J.D., M.B.A
Managing Partner, The Law Firm for Non-Profits

Renee Ordeneaux
Partner, Armanino, LLP

Jane Coleman, CPA
Senior Tax Manager, Moss Adams, LLP

Kim Mccormick, CPA
Partner, Grant Thornton

Lizbeth Nevarez, CPA
Managing Director | Green Hasson Janks

Mike Lumsden
Tax Senior Manager | Moss Adams

Stacey Bergman, CPA
Partner | Evergreen Alliance CPA

Lara Jakubowski
Senior Manager | La Piana

Ryan Stedman, CPA
Manager | Moss Adams

Shana Peete, JD
Chief Executive Officer | CEN

Jeffrey D. Mechanick, CPA
FASB Assistant Director | Nonpublic Entities |

Lauren Haverlock, CPA
Partner | Moss Adams

Lllyasha Peete
Executive Director, Racial and Social Equity | Center for Excellence in Nonprofits

Sponsors & Partners

2022 Sponsors


• SingerLewak
• Grant Thorton
• First Republic Bank
• Hood & Strong
• Frank Riverman + Co