Live Stream: Not-For-Profit Conference

6 selected sessions
Online Learning
8.00 credits
Member price: $399
Non-member price: $519
Members save $120.00.
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OVERVIEW

The TSCPA Not-for-Profit Conference is designed to help you meet the diverse demands of not-for-profit accounting and auditing through interactive learning sessions focused on trending issues and best practices. Offered in a convenient Live Stream format, the conference will bring you the latest from FASB as well as strategies on dealing with single audits and SEFA, risk assessment, cybersecurity, AI, and more.

Registering for more than five people in your organization or firm? Save 15% off conferences and conference Live Stream events and 10% off all TSCPA seminars and seminar Live Streams! Click here to register your team.


This conference is Live Stream-only this year.

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CREDITS
Accounting (Governmental)
6.00 credits
Auditing (Governmental)
1.00 credits
CLE
6.25 credits
Taxes
1.00 credits
FIELDS OF INTEREST
Government/Non-Profit
LEVEL
Update
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Lisa Bellar, CPA, CGFM

 

Lisa Bellar is a Senior Contract Audit Review Specialist in the Tennessee Comptroller's Division of Local Government Audit. She is a Certified Public Accountant, Certified Government Financial Manager, and a member of the division's contract audit review team. In her role she performs technical reviews of audited financial statements for Tennessee's local governments and certain not-for-profit agencies and assists in the review of audit working papers.

Lisa first joined the Comptroller's Office with the Division of State Audit after graduating from Austin Peay State University where she majored in accounting and earned a Bachelor of Business Administration. After moving out-of-state, she held accounting positions at a university, equipment rental company, and tile manufacturing company. She returned to the Comptroller's Office in 2005 and has 22 years of service with the Comptroller's Office.

Kerri Bogda, CPA

 

Since joining Baker Tilly in 2008, Kerri has focused on her main practice area of not-for-profit organizations. She has considerable experience in public charities, membership organizations, VEBAs and private foundations. Kerri's main client industries include senior living, higher education, healthcare and other not-for-profit sectors.

Kerri has a Master in Taxation from George Washington University.

Rebecca Field, CPA, CISA, CRISC, CICA

 

Rebecca is a principal and leads the Grant Compliance Consulting Services team at CLA (CliftonLarsonAllen). She has more than 21 years of public accounting experience and working exclusively with organizations receiving federal grant funding. She specializes in grant compliance, including policy and procedure development, indirect cost rate proposal preparation, and single audits, and also has extensive knowledge in related regulations and requirements. Rebecca also serves as a firm wide assurance resource where she oversees compliance with professional standards, provides technical assistance, and assists with training curriculum.

Richard Gabriel, CPA, CMA, CIA

 

Richard Gabriele is an assistant project manager with the Financial Accounting Standards Board (FASB). In that capacity, he analyzes technical accounting issues and is responsible for developing potential solutions that contemplate both the needs of financial statement users and related implementation outcomes. Richard primarily focuses on Revenue Recognition (Topic 606) and Statement of Cash Flows (Topic 230)

Richard began his career as an internal auditor at the Mohegan Tribe where he built strong foundation in financial reporting, risk management, and internal controls. Early in his career, he also taught a variety of accounting courses at Nichols College.

Prior to joining the FASB, he served as global technical accounting manager at Mohegan Gaming & Entertainment where he led major implementations of accounting standards, including revenue recognition (Topic 606) and lease accounting (Topic 842).

Richard holds several professional designations, including Certified Public Accountant (CPA) in the state of Connecticut, Certified Management Accountant (CMA), Certified Internal Auditor (CIA), and many others. He earned his Bachelor of Science in Accounting from Eastern Connecticut State University and his Master of Science in Accounting from the University of Connecticut.

Erin Sparks, CPA

 

Erin M. Sparks, CPA has over 20 years of experience in public accounting focusing her time on serving nonprofit clients. Erin's primary background is in audit and accounting, but she has also spent a significant amount of time on tax and consulting issues affecting nonprofits.

Christy Tennant, CPA, CGFM, CFE

 

Christy N. Tennant is Deputy Director with the Tennessee Comptroller's Division of Investigations. Christy is responsible for overseeing and directing investigations involving fraud, waste and abuse in local governments, state agencies, and other publicly funded entities. Christy has worked with the Comptroller's Office for over 23 years. She has directed investigations, resulting in the discovery of fraud, waste and abuse and the prosecution of public officials and employees. Christy has also worked closely with the TBI, the FBI, local District Attorneys General and local law enforcement groups. A graduate of Tennessee Technological University , Christy is also a Certified Public Accountant, Certified Financial Government Manager and a Certified Fraud Examiner. She provides training to professional groups related to internal controls and fraud.

Jolie Grace Wareham

 

With expertise in organizational infrastructure, strategic development, and policy building in a unique blend of fields (including cybersecurity, government, and higher education), Jolie Grace understands the importance of cybersecurity to your organizational success. She has a passion for improving security postures in various sectors, and her cybersecurity experience includes founding and leading a statewide electoral cybersecurity initiative (the first of its kind in the nation).

Jolie Grace serves as CEO of protasec, a cybersecurity coaching and consulting firm that exists to serve the information security needs of small and mid-sized businesses and nonprofits. She loves her job, as no two days are the same. Her workdays might entail helping a mid-sized publicly traded company establish a formal incident response plan to remain SEC-compliant, facilitating a cybersecurity awareness training to a room full of attorneys from small law firms, or collaborating with thought partners from across the globe in an effort to improve the efficiency and effectiveness of security measures and reporting processes.

In addition to her professional cybersecurity certifications including the CompTIA Security+ certification, Jolie Grace has served on various community organization boards, is a member of WiCyS (Women in Cybersecurity), and holds a degree in Political Science from Rhodes College in Memphis, TN. In fact, her backgrounds in political science and community advocacy allow her to bring a very relevant geopolitical perspective to cybersecurity.

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08-17-2026

FASB Update

Start: 8:05AM

End:  9:20AM

This session will provide an overview of the Financial Accounting Standards Board’s (FASB) current technical and research agenda, highlighting recent developments in the Board's standard-setting activities. Participants will hear the latest updates from the Agenda Consultation, Post-Implementation Review, Private Company Council (PCC), and Not-for-Profit Advisory Committee (NAC). The session will also cover recently issued Accounting Standards Updates (ASUs), offering insights into how these developments may affect financial reporting practices.
CREDITS
Accounting (Governmental)
1.50 credits

Cyber Resilience & Responsibility: Protecting Not-for-Profits in a Rapidly Evolving Digital World

Start: 9:30AM

End:  11:10AM

Cyber threats are evolving faster than ever as technology rapidly advances. These threats pose governance, financial, and mission-critical risks for not for profits, making cybersecurity everyone’s responsibility (not just an IT problem). This engaging session delivers a practical overview of today’s cybersecurity landscape, including key terms, common attack types, and emerging threats fueled by developments in AI. Using real-world case studies relevant to not for profits and their partners, this session explores what to watch for, how attacks are evolving, and why not for profits are targeted. Participants will walk away with actionable best practices for prevention and response; insights into internal policies, regulatory and grant-related requirements, data privacy considerations, and cybersecurity insurance; and a clearer understanding of how to leverage AI strategically and responsibly.
CREDITS
Accounting (Governmental)
2.00 credits

Public Funds and Nonprofits: Understanding Tennessee’s Audit Requirements and Review Process

Start: 12:00PM

End:  12:50PM

When is a nonprofit organization required to submit an audit contract for approval by the Tennessee Comptroller's Office? Our session will answer this question and provide an overview of how nonprofits interact with the Comptroller's Office when public funds are involved. Topics will include grant payments, audit contracts, reporting requirements, available guidance, report submission, common issues identified during reviews, and practical tips for maintaining compliance.
CREDITS
Accounting (Governmental)
1.00 credits

Upside Down and Inside Out! The Current IRS - what's changing and what's not...

Start: 12:55PM

End:  1:45PM

The session will be threefold: the first part of the session will discuss changes at the IRS that may affect many taxpayers now and proposed changes for the future. The second part of the session will discuss the most important areas of Form 990 for executives and board members, and the third will be changes of the OBBBA and what non-profit taxpayers may still take advantage of in their operations.

Attendees will learn of the current and potential future state of the IRS and will receive a refresher on Form 990 areas of focus. They will also learn about the OBBBA and how they may take advantage of the aspects of the OBBBA that may touch their organizations.

CREDITS
Taxes
1.00 credits

Federal Grant Compliance: Navigating the Significant Changes to the Uniform Guidance

Start: 1:50PM

End:  2:40PM

There are significant changes coming to the Uniform Guidance (2 CFR 200) effective October 1, 2026 which governs both federal agencies and their grant recipients and subrecipients. The changes vary from administrative related revisions - including changes to allowability of certain costs, to public policy related - including new requirements on DEI and senior appointee review of grant awards.  In this session, we will discuss how the changes impact a federal grant recipient and what an organization needs to know to stay in compliance.

CREDITS
Auditing (Governmental)
1.50 credits

Following the Money: Investigating Fraud in a Nonprofit Organization

Start: 2:50PM

End:  4:05PM

This case study examines a complex investigation into the alleged misuse of public funds by the nonprofit organization's leadership. Participants will learn how investigators evaluated an anonymous allegation, analyzed multiple funding sources with varying grant requirements, identified internal control and governance failures, and developed evidence supporting criminal charges. The session highlights investigative techniques, fraud indicators, and practical lessons for auditors and investigators responsible for overseeing public funds.

CREDITS
Accounting (Governmental)
1.00 credits
Members save $120.00.
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