26th Annual Not-For-Profit Conference

Tuesday, June 7 8:15am - 4:45pm

(Check-In 7:45am)

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Hillcrest Country Club

9401 East O Street
Lincoln, NE 68527

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8.00 Credits

Member Price $300.00

Non-Member Price $350.00

Overview

Topics include:

  • Annual Exempt Organizations Federal Tax Update - Alexandra Mitchell, RSM US LLP
  • NFP Audit and Accounting Update - Presentation & Disclosures by Not-For-Profit Entities for Contributed Nonfinancial Assets - Lee Klumpp, BDO Team
  • Cyber Security - Keeping Cyber Criminals at Bay - Tim Weidman, Frankel Zacharia
  • Post Pandemic HR Hot Topics - Lily Amare, Cline Williams
  • Advanced Giving Tools: Trusts & Donor Advised Funds - Howard Epstein, Jewish Federation of Omaha Foundations and Catherine Demes Maydew, BerganKDV
  • Being Ethical is Harder Thank You Think, Michael "Bret" Hood, 21st Century Learning & Consulting

Breakout Sessions:

  • Sales & Use Tax NFP Pitfalls - Steve Drzaic, Nebraska Department of Revenue
  • Implementing The New Lease Accounting Standard ASC 842 - Rose Pinkman, HBE LLP
  • Getting Started With Data Analytics - Tony DeSantis and Tucker Zeleny, Lutz

Designed For

CPAs, accountants, consultants, tax advisors, and auditors with not-for-profit clients; financial managers and employees of non-profit organizations.

Tuesday, June 7

General Session

8:30am - 9:20am Annual Exempt Organizations Federal Tax Update - Alexandra Mitchell, RSM US LLP

Alexandra Mitchell

Alexandra Mitchell

Alexandra Mitchell is a Principal with RSM US LLP and currently leads the firm’s Exempt Organizations Washington National Tax practice. She has over 15 years of experience in tax planning and compliance for tax-exempt organizations. Her experience includes serving as a technical resource and providing transactional analysis and consulting for tax-exempt organizations and their donors. Alexandra also represents tax-exempt organizations before the IRS with respect to private letter ruling requests, determination letters and IRS examinations. In addition, she advises clients with respect to legislative and regulatory matters.

This session is available to registrants only.

General Session

9:35am - 10:50am NFP Audit and Accounting Update - Presentation & Disclosures by Not-For-Profit Entities for Contributed Nonfinancial Assets- Lee Klumpp, BDO Team

Lee Klumpp

Lee Klumpp

EXPERIENCE
Lee Klumpp is a Professional Practice Partner with BDO and has more than 25 years of experience serving the nonprofit, healthcare and government industries. 

Lee completed a two-year Fellowship with the Financial Accounting Standards Board (FASB) in Norwalk, CT. During his fellowship, he led the FASB's project to reexamine existing standards for financial statement presentation by nonprofit entities, focusing on improving the net asset classification requirements and information provided in financial statements and notes about liquidity, financial performance, and cash flows. He also focused on various FASB agenda projects and emerging practice issues that focused on nonprofit.

PROFESSIONAL AFFILIATIONS
American Institute of Certified Public Accountants (National Instructor for various Nonprofit and Governmental accounting and auditing topics, Ethics Committee’s Technical Standards Subcommittee Member)
Financial Accounting Standards Board’s Nonprofit Resource Group (Member)
Greater Washington Society of Certified Public Accountants’ (Member)

EDUCATION
B.S., Accounting, University of Maryland

This session is available to registrants only.

General Session

10:55am - 11:45am Cyber Security - Keeping Cyber Criminals at Bay - Tim Weidman, Frankel Zacharia

Tim Weidman

Tim Weidman

Practice Emphasis:
Libby’s practice focuses on labor and employment and general litigation matters.

Admitted to Practice:
Nebraska United States District Court for the District of Nebraska

Education:

University of Nebraska College of Law, J.D., with high distinction, 2020

University of Nebraska, B.S., with highest distinction; B.A. with High Distinction, 2017

Other Experience/Achievements:
  • Editor-in-Chief, Nebraska Law Review, 2019-2020
  • Order of the Coif
  • 2019 Nebraska Law Schmid Scholar
  • Published: Is Prior Salary a Factor Other Than Sex?: An Approach to Resolve the Ongoing Debate, 98 Neb. L. Rev. 996 (2020)

This session is available to registrants only.

General Session

12:40pm - 1:30pm Post Pandemic HR Hot Topics - Lily Amare, Cline Williams

Lily Amare Attorney, Cline, Williams, Wright, etal

Lily Amare

PRACTICE AREAS

  • Labor and Employment
  • Employment Litigation
  • Business Litigation

Practice Emphasis:
Lily counsels employers regarding human resources policies and procedures, best employment practices, reasonable accommodation, harassment and retaliation claims, and other employment related issues. Lily drafts and reviews employment handbooks and other employment-related policies and documents. She also represents employers in employment-based litigation before federal and state courts and administrative agencies.  Lily serves as an independent investigator for harassment and discrimination claims within the workplace.

Lily also represents school districts in matters such as employee and student due process and Title IX compliance.

Admitted to Practice:
Nebraska
United States District Court for the District of Nebraska
United States Court of Appeals for the Eighth Circuit

Education:
University of Nebraska, J.D., with distinction, 2015
Chadron State College, B.A., magna cum laude, 2010

Other Experience/Achievements:

  • Listed: Best Lawyers (Commercial Litigation, Labor and Employment Litigation, Labor and Employment Law- Management, Ones To Watch)
  • Associate, Robert Van Pelt American Inn of Court, 2017-current
  • Volunteer Mentor, Nebraska College of Law Alumni/Student Mentoring Program
  • Representative for District 3, Nebraska State Bar Association, Young Lawyers Section Executive Council, 2016-current
  • Member, University of Nebraska College of Law, Young Alumni Council, 2015-current
  • Member, Lincoln Literacy, 2017-current
  • Member, Nebraska Moot Court Board, 2014-2015
  • Outstanding Candidate Member, Nebraska Moot Court Board, 2013-2014

This session is available to registrants only.

General Session

1:35pm - 2:25pm Advanced Giving Tools: Trusts & Donor Advised Funds - Howard Epstein, Jewish Federation of Omaha Foundations and Catherine Demes Maydew, BerganKDV

Catherine Demes Maydew

Catherine Demes Maydew

Catherine Demes Maydew, CPA, MBA, CISA, Director of government & nonprofit CONSULTING 
Catherine has extensive experience working with public service clients such as nonprofits, governments, governmental entities, schools, hospitals, and foundations. 
Catherine began her career in public accounting and most recently ran her own consulting firm for 17 years serving government and nonprofit clients in the Omaha area. In her role at BerganKDV, she works with nonprofit and government clients to provide business structure and management advice by assisting with business process redesign, software/system implementation, strategic planning, budgeting assistance and serving as an outsourced CFO/Controller.
A graduate of DePaul University with a bachelor’s degree in accounting, and an MBA from Creighton University with an emphasis in IT. Catherine is a member of the AICPA, GFOA, ISACA and serves as the nonprofit committee chair for the Nebraska Society of CPAs. Catherine is an Adjunct Accounting Professor at UNO teaching Nonprofit and Government Accounting.

Howard Epstein Executive Director, Jewish Federation of Omaha

Howard Epstein

Howard Epstein has been the Executive Director of The Jewish Federation of Omaha Foundation for the past 9 ½ years.  The Foundation is responsible for building financial resources to assure the continuity and stability of Jewish life for the Jewish Federation of Omaha and Omaha’s Jewish Community.

Born and raised in Omaha, and a graduate of Central High School and the University of Nebraska – Lincoln, he earned his J.D. from Creighton University School of Law in 1996 and his professional designation as a Chartered Advisor in Philanthropy (CAP) from the American College.  He is the past chairman of Omaha’s CAP Advisory Board, a member of the Charitable Gift Planners of Nebraska board of directors, a member of Jewish Federations of North America Senior Advisory Council, and the Omaha Estate Planning Council.  He has worked in and owned two family businesses, a food distribution company and a science education company, and for over 15 years, he was in the private practice of law, focusing on estate planning, business and family law, and a general civil practice.  On January 1, 2013, Mr. Epstein left the private practice of law to assume his current position as Executive Director of the Foundation.  He received the J. Robert Sandberg Award from the Charitable Gift Planners of Nebraska in recognition of his service to the gift planning profession, and in recognition of his contributions to Omaha’s foodservice industry, he was elected to the Omaha Hospitality Hall of Fame in 2018.

As Executive Director of the Foundation, Howard takes great satisfaction in helping donors and supporters fulfill their philanthropic goals. He describes a special feeling when seeing the contentment on the faces of the donors when they make their gift, often a transformational gift, and in certain instances, the largest charitable gift they will ever make.

Howard Epstein has been an active volunteer in Omaha’s charitable and Jewish religious institutions, having served on the boards and as president of Beth El Synagogue, Henry Monsky Lodge of B’nai B’rith, Jewish Family Service, Jewish Social Service and Suburban Rotary Club of Omaha.  During his college years at UN-L, Howard served as “Harry Husker”, the team mascot for the Nebraska Cornhuskers. Howard and his wife, Sharon, are the proud parents of 3 adult children and 7 grandchildren.  

This session is available to registrants only.

Breakout Session

2:30pm - 3:20pm Getting Started With Data Analytics - Tony DeSantis and Tucker Zeleny, Lutz

Tucker Zeleny

Tucker Zeleny

Tucker Zeleny is a Data Analytics Associate at Lutz with over six years of experience in analytics. He is responsible for interpreting and analyzing data, data cleanup, advanced analytics, and data science to support customers’ business functions. Previous to his role at Lutz, Tucker was the Director of Sports Analytics for the University of Nebraska. Tucker got his Ph.D. in statistics from the University of Nebraska as well.

Tony DeSantis

Tony DeSantis

Tony DeSantis leads the Data Analytics & Insights service at Lutz with over 20 years of experience.  The first part of his career was spent investigating fraud, waste, abuse and corruption through data and analytics.  Taking that experience, Tony turned to looking at patterns, trends and anomalies to highlight potential areas of issue.  At Lutz he is responsible for leading a team of Data Analysts that help clients access their data, interpret and analyze the collected data, as well as designing report visuals and dashboards. In addition, he helps client develop and implement their analytics strategy.  Tony specializes in data collection, data visualization and execution of analytics strategies.

This session is available to registrants only.

2:30pm - 3:20pm Implementing The New Lease Accounting Standard ASC 842 - Rose Pinkman, HBE LLP

Rose Pinkman

Rose Pinkman

EDUCATION & CERTIFICATION 

Bachelor of Science in Business Administration, University of Nebraska Lincoln (2010)
Master of Professional Accountancy, University of Nebraska Lincoln (2011)
Received Nebraska CPA Certificate, 2016 Certificate Number 8841
Certified Fraud Examiner, 2013
ACCOUNTING & TAX EXPERIENCE 

HBE LLP, 2014 to present. 
Experience on various profit, not-for-profit, governmental organizations, including Single Audits under Uniform Guidance, and employee benefits plan audits. 
ASSOCIATIONS 

American Institute of Certified Public Accountants (AICPA)
Nebraska Society of Certified Public Accountants
Association of Certified Fraud Examiners
PROFESSIONAL EDUCATION 

Attends various accounting, auditing and taxation classes in compliance with all GAO Standards, including specialized courses required for firm membership in the AICPA Employee Benefit Plan Audit Quality Center.
Qualified to perform audits in accordance with Government Auditing Standards.

This session is available to registrants only.

2:30pm - 3:20pm Sales & Use Tax NFP Pitfalls - Steve Drzaic, Nebraska Department of Revenue

Steve Drzaic

Steve Drzaic

Steve Drzaic, Training Coordinator for the Nebraska Department of Revenue has worked at the Nebraska Department of Revenue for 38 years. He has gained tremendous tax knowledge in his tenure there having worked in many divisions and positions in the Omaha office.   Drzaic currently uses this wealth of tax knowledge in the Operations & Information Division of Taxpayer Assistance to educate taxpayers in all tax categories. In the office, he is a work leader in taxpayer assistance, he assists in developing presentation materials and writing information guides in “plain English” so all taxpayers have the opportunity to understand even the most complex tax regulations.

This session is available to registrants only.

General Session

3:30pm - 4:45pm Being Ethical is Harder Than you Think - Michael "Bret" Hood, 21st Century Learning & Consulting

Michael Hood

Michael Hood

After serving 25 years as a Special Agent in the FBI, Michael “Bret” Hood became the director of 21st Century Learning & Consulting, LLC upon his retirement in 2016.  Bret serves as an adjunct professor of corporate governance, ethics, and forensic accounting for the University of Virginia as well as a faculty member for the Association of Certified Fraud Examiners. Since his retirement, Bret has keynoted and provided leadership, ethics, and financial crime instruction for Fortune 500 companies, non-profit entities, and governmental organizations.  In 20202, Bret was awarded the ACFE’s James R. Baker Speaker of the Year award and in 2021, Bret was awarded the Florida Institute of CPAs Discussion Leader of the Year.  Bret is the author of the critically acclaimed books, Eat More Ice Cream: A Succinct Leadership Lesson for Each Week of the Year & Get Off Your Horse! 52 Succinct Leadership Lessons from U.S. Presidents.

This session is available to registrants only.

Non-Member Price $350.00

Member Price $300.00