Not-For-Profit & Governmental Accounting Two-Day Conference
16.00 Credits
Member Price $495.00
Non-Member Price $555.00
Overview
This year, we have combined the Not-For-Profit Conference and the Governmental Accounting & Auditing Conference into one two-day conference. You will see two tracks throughout much of the conference to help meet the educational needs of individuals in not-for-profit accounting as well as those in governmental accounting.
REGISTRATION FOR BOTH DAYS ONLY
If you want to register for the 1st day only please click here.
Topics and speakers are subject to change.
Topics Include:
- Single Audit Update - Lee Klumpp, BDO
- Cybersecurity Risks: Defending Your Organization from the Bad Guys - Shane Ideus, UNICO Group, Inc.
- Resolving Ethical Dilemmas - Dave Cotton, Cotton, A Sikich Company
- State Auditor's Update - Mark Avery and Jeff Schreier, Nebraska Auditor of Public Accounts
- GASB Update - Scott Reeser, GASB
- State & Local A&A Guide: What's New of Leveraging the Content to Your Advantage - Frank Crawford, Crawford & Associates PC
- Techniques to Help You & Your Clients with Recruitment & Retention - Steph Ledbetter, Zelle LLC
- AI for Accounting: It's Not a Fad - Danielle Cheek, MindBridge
- Strategic Foresight: A Core Leadership Competency - Dr. Connie Reimers-Hild, Wild Innovation
Breakout Sessions:
- A&A/Tax Update for Non-Profits - Lee Klumpp, BDO
- Applying OCBOA in State & Local Government Financial Statements - Frank Crawford, Crawford & Associates, PC
- The Role of the Board & Audit Committee in Internal Controls - Catherine Demes Maydew, BerganKDV
- School District Audits - Julie Bauman, Julie D Bauman, CPA, PC, Marcy Luth, AMGL, P.C., and Bryce Wilson, Nebraska Department of Education
- Tips for Implementing Quality Management Standards - Alan Long, Baldwin CPAs
- Generations in the Workplace - Dr. Jennifer Smith, Brosnan Risk Consulting and Shelly Barkes, BerganKDV
- Practical Ways to Address Infrequent & Complex Accounting Issues - Michaela Kroft, Frankel Zacharia, LLC
- Peer Review Process and Common Errors - Alan Long, Baldwind CPAs
- APA Fraud, Waste and Abuse Update - Craig Kubicek, Nebraska State Auditor of Public Accounts
- GASB 87: Lease Compliance - Scott Reeser, GASB
Designed For
CPAs, accountants, consultants, tax advisors, and auditors with not-for-profit clients; financial managers and employees of non-profit organizations; CPAs working in federal, state, and local government; public practitioners with government clients; and regulators who need to be aware of emerging developments.
Notice
Conference materials will be available electronically in the "My CPE" section of the NESCPA website two days prior to the conference.
Directions
Directions to Nebraska Innovation Campus
Parking
Parking at Nebraska Innovation Campus
Lodging
The Scarlet Hotel (2101 Transformation Drive, Lincoln, NE 68508) Book your group rate for Nebraska Society of CPAs before May 26th.See Who Is Attending
If you are registering for a Society conference and would like to view a list of individuals attending the event, be sure to visit your Profile page under My NESCPA and select the "Publicly display registrations" checkbox!Sponsorship Opportunity
Increase your organization’s exposure, heighten your brand recognition, and drive sales by claiming your sponsorship or exhibit space at this Nebraska Society of CPAs conference. Visit "Sponsor an Event" for details and to help your corporate message effectively reach Nebraska CPAs.
Wednesday, June 14
General Session
8:05am - 8:55am Single Audit Update - Lee Klumpp, BDO
This session is available to registrants only.
Breakout Session
9:10am - 10:00am A&A / Tax Update for Non-Profits - Lee Klumpp, BDO
Lee Klumpp
Lee Klumpp
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.
This session is available to registrants only.
9:10am - 10:00am Applying OCBOA in State & Local Government Financial Statements - Frank Crawford, Crawford & Associates, PC
Frank Crawford
Frank Crawford
Frank Crawford is President of Crawford & Associates, P.C., Certified Public Accountants, an accounting firm located in Oklahoma City, OK. The firm specializes in providing auditing, consulting and accounting services solely to governmental entities and is a member of the American Institute of Certified Public Accountants (AICPA) and the AICPA Government Audit Quality Center. Over the last 37 years, Frank, as President of Crawford & Associates, has provided a variety of audit and accounting services to all sizes and types of governmental entities, including financial statement audits and attestation services, non-attestation services such as financial statement preparation services, general accounting and advisory services, fraud investigations, internal control analysis, accounting policy and procedure development, outsourced internal auditing and internal monitoring, the development of management anti-fraud programs and controls, quality assurance reviews, training, and expert witness services.
This session is available to registrants only.
Breakout Session
10:15am - 11:05am School District Audits - Julie Bauman, Julie D Bauman, CPA, PC, Marcy Luth, AMGL, P.C., and Bryce Wilson, Nebraska Department of Education
Marcy Luth Shareholder, AMGL PC
Marcy Luth
Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM, (AMGL, P.C.) a corporate shareholder, Marcy joined the firm in June, 1990, and was promoted to Corporate Shareholder in 1995. She graduated summa cum laude from Hastings College in May 1990 and also received a Master's Degree in Business Administration from the University of Nebraska at Kearney in May, 1994. A Wood River native and resident of Grand Island, Marcy is the chairperson of the firm's Accounting and Auditing Department. She serves on the Board of Trustees for Hastings College and the Hastings College Foundation and recently completed a nine year term on the State Board of Public Accountancy. Marcy is a member of the American Institute of Certified Public Accountants and the Nebraska Society of Certified Public Accountants.

Bryce Wilson
Bryce Wilson received his Masters of Public Accounting degree from the University of Nebraska. Bryce worked in public accounting as an auditor and tax accountant for five years earning his C.P.A. license before joining the Department of Education. He held the role of State Aid Director and Administrator of Finance and Organizational Services for the Department of Education before taking his current role of Finance Officer for the Department of Education.
Julie Bauman
Julie D. Bauman, CPA
Julie D. Bauman is the owner and CEO of Julie D. Bauman, CPA, P.C., located in Falls City, Nebraska. She earned her CPA license in May 1995, when she passed the exam on the first sitting. Julie has served on the Nebraska Society of CPPA's Board of Directors. She was the Chairman for the Nebraska Society of CPA's board for 2012. Julie finished serving as an Elected Member of the AICPA Council in 2019. She is a member of the Institute of Management Accountants and is licensed in Nebraska, Kansas, and Missouri.
This session is available to registrants only.
10:15am - 11:05am The Role of the Board & Audit Committee in Internal Controls - Catherine Demes Maydew, BerganKDV
Catherine Demes Maydew
Catherine Demes Maydew
Catherine has extensive experience working with public service clients such as nonprofits, governments, governmental entities, schools, hospitals and foundations. A seasoned certified public accountant, Maydew is also a certified information systems auditor and certified fundraising executive.
Catherine began her career in public accounting and then moved to the private sector, where she served as Director of Finance, Vice President of Finance and Chief Financial Officer for several leading organizations 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 internal control assessments and restructuring, strategic planning, budgeting assistance and serving as an outsourced CFO/Controller.
This session is available to registrants only.
Breakout Session
11:15am - 12:05pm Generations in the Workplace - Dr. Jennifer Smith, Brosnan Risk Consulting and Shelly Barkes, BerganKDV
This session is available to registrants only.
11:15am - 12:05pm Tips for Implementing Quality Management Standards - Alan Long, Baldwin CPAs
Alan LongAlan Long
G. Alan Long, CPA, CITP, CGMA, served as managing member of Baldwin for more than 25 years. Alan received his accounting degree from Eastern Kentucky University in 1979 and was certified in 1981. His service to the profession includes having been president and secretary/treasurer of the Kentucky Society of CPAs, chair of the Education Foundation of the KYCPA, a member of the Peer Review Board and Leadership Council of the AICPA, a member of the Auditing Standards Board of the AICPA, a member of the Compliance Assurance Committee for NASBA, as well as a member of the Kentucky State Board of Accountancy. Alan is an instructor of continuing education classes for the AICPA. He also received the 2005 Distinguished Alumnus Award from the School of Business & Technology at Eastern Kentucky University.
This session is available to registrants only.
Breakout Session
12:50pm - 1:40pm Peer Review Process and Common Errors - Alan Long, Baldwin CPAs
This session is available to registrants only.
12:50pm - 1:40pm Practical Ways to Address Infrequent & Complex Accounting Issues - Michaela Kroft, Frankel Zacharia, LLC
Michaela Kroft Manager, Frankel Zacharia LLCMichaela Kroft
Michaela Kroft, CPA
Kroft graduated from Nebraska Wesleyan University with a Bachelor of Science degree in Accounting and minors in Finance and Human Resources Management, joining Frankel Zacharia full time in 2015 after completing an internship with the Firm. Having experience in a variety of different industries and service areas, Kroft primarily focuses on audit and accounting services for not-for-profit organizations and employee benefit plans. Michaela currently serves as the Treasurer, the Finance/Audit Committee Chair, and an Executive Committee member for CASA for Douglas County, the Treasurer of her neighborhood's Homeowner's Association, and a member of the Nebraska Society of CPA's Not-for-Profit Committee. Kroft is a member of the American Institute of CPAs and Nebraska Society of CPAs, and an is active alumnus of NWU, acting as an MBA program mentor and participating in business symposiums and various other campus events.
This session is available to registrants only.
General Session
1:50pm - 2:40pm Cybersecurity Risks: Defending Your Organization from the Bad Guys - Shane Ideus, UNICO Group, Inc.
Shane Ideus
Shane Ideus
Shane Ideus joined UNICO Group in 2009 as a Risk Consultant for our Property and Casualty division. Shane has used his passion and determination to provide solutions for his clients as well as paving his way as a leader by mentoring our next sales generation. In 2016, Shane was promoted to Executive Vice President and currently leads the sales and marketing divisions for UNICO. In addition, Shane serves on the company’s Executive Team, Board of Directors and is a Shareholder.
Shane’s primary expertise is in managing risk for communication companies, social services, and property-owners. Helping his clients manage their risk to protect their assets is his number one priority. He is constantly identifying coverage gaps, emerging risks and finding the best carrier partner for placement for his clients. Shane offers his clients a full perspective of their risk management program and aims to educate them along the way.
This session is available to registrants only.
General Session
2:50pm - 4:30pm Resolving Ethical Dilemmas - Dave Cotton, Cotton, A Sikich Company
Dave Cotton
Dave Cotton
Dave Cotton is founder and Chairman Emeritus of Cotton & Company, Certified Public Accountants, headquartered in Alexandria, Virginia. Cotton & Company was founded in 1981 and has a practice concentration in assisting Federal and State agencies, inspectors general, and government grantees and contractors with a variety of government program-related assurance and advisory services. Cotton & Company has performed grant and contract, indirect cost rate, financial statement, financial related, and performance audits for more than two dozen Federal inspectors general as well as numerous other Federal and State organizations, programs, activities, and functions. In April 2022, Cotton & Company became a subsidiary of Sikich LLP.
Dave has a BS in Mechanical Engineering and an MBA in Management Science and Labor Relations.
In May 2022, Governor Glenn Youngkin appointed Dave to the Virginia Board of Accountancy.
This session is available to registrants only.
Optional Session
4:30pm - 5:30pm Social Networking Hour - The Scarlet Hotel - The Barred Owl
This session is available to registrants only.
Thursday, June 15
General Session
8:05am - 8:55am State Auditor's Update - Mark Avery and Jeff Schreier, Nebraska Auditor of Public Accounts
Mark AveryMark Avery
Mark Avery, CPA, is the Subdivision Audit Review Coordinator with the Nebraska Auditor of Public Accounts. He is responsible for the review of approximately 2800 political subdivision audit reports and audit waiver requests, which are required to be filed with the Auditor's office.
Jeffrey Schreier
Jeff Schreier is a Senior Auditor-in-Charge and CPA with the Nebraska Auditor of Public Accounts. Jeff has been employed with the office since 2013, and is responsible for overseeing the review of approximately 2,500 political subdivision budgets that are completed and filed with the Auditor of Public Accounts each year. Jeff is also responsible for monitoring legislative activities, and implementing any changes approved by the Legislature that impact the budget process used by political subdivisions in Nebraska.
This session is available to registrants only.
General Session
10:50am - 11:05am GASB Update - Scott Reeser, GASB
Scott Reeser
Scott Reeser
Scott Reeser is a senior project manager with the Governmental Accounting Standards Board (GASB) in Norwalk, Connecticut. He is currently working on a GASB project related to the reexamination of the financial reporting model and infrastructure assets. Previously, he has worked on several projects, including those leading to statements on accounting and financial reporting for postemployment benefits, public-private partnerships, fiduciary activities, and transactions reported as deferred outflows of resources and deferred inflows of resources.
Before joining the staff of the GASB in 2010, Mr. Reeser spent ten years working for the Office of the Comptroller in the State of Illinois. During that time, Mr. Reeser was responsible for the coordination and preparation of the state’s annual comprehensive financial report and the development of statewide accounting policies. His previous experience also includes over five years with a public accounting firm performing financial and compliance audits of not-for-profit entities and governmental agencies.
Mr. Reeser is a graduate of the University of Illinois at Urbana-Champaign and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.
This session is available to registrants only.
General Session
11:05am - 11:55am State & Local A&A Guide: What's New of Leveraging the Content to Your Advantage - Frank Crawford, Crawford & Associates PC
This session is available to registrants only.
Breakout Session
12:35pm - 1:25pm APA Fraud, Waste, and Abuse Update - Craig Kubicek, Nebraska State Auditor of Public Accounts
Craig KubicekCraig Kubicek
Craig Kubicek is the Deputy Auditor and has been with the office since 2005. He received his undergraduate and Master of Professional Accountancy degrees from the University of Nebraska - Lincoln. Craig is a Certified Public Accountant and Certified Fraud Examiner. He is also a member of the Nebraska Society and American Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners. Since working for the Auditor's Office, he has investigated numerous fraud, waste, and abuse cases involving Cities, Villages, State Agencies, State Fair's, Daycares, Non-profits, and Counties. Craig resides in Lincoln, Nebraska with his wife Toni and four children.
This session is available to registrants only.
12:35pm - 1:25pm GASB 87: Lease Compliance - Scott Reeser, GASB
This session is available to registrants only.
General Session
1:40pm - 2:30pm Techniques to Help You & Your Clients with Recruitment & Retention - Steph Ledbetter, Zelle, LLC
Steph LedbetterSteph Ledbetter
Steph is the Vice President of Consulting at Zelle Human Resource Solutions. She spends the majority of her time working with clients on developing initiatives to improve culture and engagement. Steph has helped clients implement new human resources processes to improve innovation, engagement, profit and loss and process improvement. Steph is a graduate of Gonzaga University where she earned her master's degree in organizational leadership.
This session is available to registrants only.
General Session
2:40pm - 3:30pm AI for Accounting: It's Not a Fad - Danielle Cheek, MindBridge
Danielle Cheek
Danielle Cheek
Danielle Supkis Cheek is the Vice President of Strategy and Industry Relations at MindBridge.
Danielle earned her Bachelors from Rice University in Houston, TX, and her Master of Science in Accountancy from the University of Virginia in Charlottesville, VA.
She is a Certified Public Account (CPA) in the State of Texas, a Certified Fraud Examiner (CFE), and a Certified Valuation Analyst (CVA).
Danielle is the immediate past Chair of the PCPS Technical Issues Committee with the American Institute for CPAs and is the US Representative to the IFAC Small and Medium Practitioners Committee. She is on the IT Services Task Force to the Professional Ethics Executive Committee and the Technology Experts Group to the International Ethics Standards Board and the Auditing Standards Board. She is an at-large member of AICPA Council.
She is an 8-time (2014-2021) 40 under 40 by the CPA Practice Advisor, and was the Houston CPA’s Society’s Distinguished Member to the Profession for 2019. She was also the first woman to receive the AICPA’s Outstanding Young CPA of the Year Award in Honor of Maximo in 2016 and is a 5-time Most Powerful Women in Accounting by CPA Practice Advisor and AICPA. Danielle was also named as a 2019 Houston Business Journal Women Who Means Business.
She is also part-time faculty at Rice University’s Jones School of Business teaching accounting for entrepreneurs to undergrads and data analytics to the Masters of Accountancy (MAcc) students.
* Licensed only in Texas
This session is available to registrants only.
General Session
3:40pm - 4:30pm Strategic Foresight: A Core Leadership Competency - Dr. Connie Reimers-Hild, Wild Innovation
Connie Reimers-Hild
Connie Reimers-Hild
Connie Reimers-Hild, PhD, CPC is the Founder and Chief Futurist of Wild Innovation, a strategic foresight and leadership development firm that has helped more than 150 companies and 30,000 individuals determine their desired futures.
Before launching Wild Innovation full-time, Dr. Connie served as the Executive Director and Chief Futurist for the Rural Futures Institute (RFI) at the University of Nebraska. While at RFI, she hosted the Rural Futures podcast, started an inclusive leadership fellows program, and established key partnerships with small businesses as well as tech firms like Microsoft and Apple.
Dr. Connie is a Certified Professional Coach, Strengths Coach, and Futurist with a Doctor of Philosophy degree in Human Sciences and Leadership Studies, a Master of Science degree in Entomology, and a Bachelor of Science degree in Natural Resources. In addition to helping people live and lead their desired futures, Dr. Connie loves firewalking, sledding, swimming with sharks, and experiencing new adventures with her family.
This session is available to registrants only.
Non-Member Price $555.00
Member Price $495.00