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Not-For-Profit & Governmental Accounting Conference

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(Check-In 7:30am CST)

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Nebraska Innovation Campus (NIC)

2021 Transformation Drive
Lincoln, NE 68508

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16.00 Credits

Member Price $469.00

Price will increase by $35 after 5/17

Non-Member Price $529.00

Price will increase by $35 after 5/17

Overview

The Not-For-Profit & Governmental Accounting Conference offers a comprehensive exploration of the evolving landscape of accounting within these sectors. Esteemed speakers, including Frank Crawford of Crawford & Associates and Lisa Parker of GASB, delve into crucial topics such as emerging trends, risk assessment standards, and updates from regulatory bodies. Attendees gain insights into ethical considerations, AI integration strategies, and quality management standards from industry leaders like Dave Cotton and Brian Tankersley. Breakout sessions provide specialized discussions on nonprofit tax updates, outcome-based budgeting, and fraud prevention. With a focus on enhancing performance and compliance, this conference equips professionals with the knowledge and tools to navigate complex accounting challenges effectively.

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:

  • The Future of Accounting: Trends and Tools in A&A - Frank Crawford, Crawford & Associates
  • New Risk Assessments - Standard 145 - Lee Klumpp, BDO US LLP
  • Single Audit Update - Lee Klumpp, BDO US LLP
  • Unveiling and Overcoming Biases in CPA Practices - Dave Cotton, Cotton, A Sikich Company
  • Ethics - Jeremy Wortman, HRD Initiatives
  • Update From the State Auditor's Office - Mark Avery and Jeff Schreier, Nebraska Auditor of Public Accounts
  • GASB Update - Lisa Parker, GASB
  • Piloting Your AI Strategy - Brian Tankersley, K2 Enterprises
  • Quality Management Standards - Jim Brackens, AICPA
  • Yellow Book Essentials: Ensuring Compliance in Government Auditing - Jim Dalkin, GAO
  • Radical Candor in the Workplace - Beth Morrissette, Parlay Consulting Firm

Breakout Sessions:

  • Navigating the Nonprofit Landscape: Unraveling the Latest in Tax Updates and Understanding UBI - Lauren Nowakowski, RSM
  • SSARS Symphony: Harmonizing With the Latest Updates for Optimal Accounting Performance - Frank Crawford, Crawford & Associates
  • How Outcome Based Budgets and Data Can Improve Performance and Persuade the Public - Richard Hoppe, City of Ralston
  • School District Audits - Julie Bauman, Julie D Bauman, CPA, PC,  Marcy Luth, AMGL, P.C., and Bryce Wilson, Nebraska Department of Education
  • Fraud Update - Craig Kubicek, Nebraska Auditor of Public Accounts
  • Peer Review Hot Topics - Jim Brackens, AICPA

 

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

This event is paperless unless you elect to pay for printed materials. All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the "My CPE" section of the NESCPA website.

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 17th.

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.

Monday, June 17

General Session

7:30am - 8:00am CDT Registration & Continental Breakfast

This session is available to registrants only.

General Session

8:00am - 8:05am CDT Welcome

This session is available to registrants only.

General Session

8:05am - 8:55am CDT The Future of Accounting: Trends and Tools in A&A - Frank Crawford, Crawford & Associates

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

9:10am - 10:00am CDT Navigating the Nonprofit Landscape: Unraveling the Latest in Tax Updates and Understanding UBI - Lauren Nowakowski, RSM

Lauren Nowakowski

Lauren Nowakowski

 

This session is available to registrants only.

9:10am - 10:00am CDT SSARS Symphony: Harmonizing with the Latest Updates for Optimal Accounting Performance - Frank Crawford, Crawford & Associates

This session is available to registrants only.

Breakout Session

10:15am - 11:05am CDT How Outcome Based Budgets and Data Can Improve Performance and Persuade the Public - Richard Hoppe, City of Ralston

Richard Hoppe

Richard Hoppe

Rick Hoppe

 

This session is available to registrants only.

10:15am - 11:05am CDT School District Audits - Bryce Wilson, Marcy Luth & Julie Bauman

Marcy Luth, Shareholder, AMGL PC

Marcy Luth

 

Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM, is a corporate shareholder of AMGL PC in Grand Island. 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 Nebraska Board of Public Accountancy. Marcy is a member of the American Institute of Certified Public Accountants and the Nebraska Society of Certified Public Accountants.

 

Julie Bauman, Julie D. Bauman, CPA, PC

Julie Bauman

CPA NAME 

Julie D. Bauman, CPA, is the owner and CEO of Julie D. Bauman, CPA, PC, located in Falls City, Neb. 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 CPAs Board of Directors. She was the chairman for the Nebraska Society of CPAs in 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.

Bryce Wilson, Nebraska Dept. of Education

Bryce Wilson

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.

This session is available to registrants only.

General Session

11:15am - 12:05pm CDT New Risk Assessments - Standard 145 - Lee Klumpp, BDO USA LLP

Lee Klumpp, BDO USA, LLP

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.

General Session

12:50pm - 1:40pm CDT Single Audit Update - Lee Klumpp - BDO USA LLP

This session is available to registrants only.

General Session

1:50pm - 2:40pm CDT Unveiling and Overcoming Biases in CPA Practices - Dave Cotton

Dave Cotton, Cotton & Company, LLP

Dave Cotton

David-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.

General Session

2:50pm - 4:30pm CDT Ethics - Jeremy Wortman, HRD Initiatives

Jeremy Wortman

Jeremy Wortman

Jeremy Wortman, HRD Initiatives

With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, specializing in leadership development, organizational development, and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building leadership talent, implementing solutions, and coaching individual leaders.

Wortman has more than twenty years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade, where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives. He partnered with senior executives to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that make better individuals and organizations using a strengths-based approach.

This session is available to registrants only.

Optional Session

4:30pm - 5:30pm CDT Social Networking Hour - The Scarlet Hotel

This session is available to registrants only.

Tuesday, June 18

General Session

7:30am - 8:00am CDT Continental Breakfast

This session is available to registrants only.

General Session

8:00am - 8:05am CDT Welcome Back

This session is available to registrants only.

General Session

8:05am - 8:55am CDT Update From the State Auditor's Office - Mark Avery & Jeff Schreier, Nebraska Auditor of Public Accounts

Mark Avery, Nebraska Auditor of Public Accounts

Mark 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, Nebraska Auditor of Public Accounts

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

9:10am - 10:50am CDT GASB Update - Lisa Parker, GASB

Lisa Parker

Lisa Parker

Lisa R. Parker, CPA, CGMA

Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB).  Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant.  She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee. 
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor's degree in accounting.

This session is available to registrants only.

General Session

11:05am - 11:55am CDT Piloting Your AI Strategy - Brian Tankersley, K2 Enterprises

Brian Tankersley, K2 Enterprises

Brian Tankersley

Brian Tankersley, CPA, CITP, CGMA

Brian Tankersley, CPA, CITP, CGMA (@bftcpa) is a renowned technology consultant, speaker, and author in the accounting industry. With over 30 years of experience, he has dedicated his career to helping accounting professionals navigate the ever-evolving world of technology. As the Director of Strategic Relationships at K2 Enterprises, Brian delivers high-quality seminars and courses on topics such as accounting software, data analytics, and cybersecurity. A respected voice in his field, Brian frequently contributes articles to industry publications and has been recognized with multiple awards for his expertise and service to the profession.

This session is available to registrants only.

Breakout Session

12:35pm - 1:25pm CDT Fraud Update - Craig Kubicek, Nebraska Auditor of Public Accounts

Craig Kubicek, Nebraska Auditor of Public Accounts

Craig 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 CDT Peer Review Hot Topics - Jim Brackens, AICPA

This session is available to registrants only.

General Session

1:40pm - 2:30pm CDT Quality Management Standards - Jim Brackens, AICPA

Jim Brackens

Jim Brackens

American Institute of CPAs

Jim Brackens Jr., CPA, is vice president of ethics and practice quality at the American Institute of CPAs (AICPA). His responsibilities include providing strategic and tactical direction for peer review, professional ethics, the Employee Benefit Plan Audit Quality Center and the Governmental Audit Quality Center. Prior to joining the AICPA in 2006, Jim was associated with both international and local public accounting firms including managing his own practice for 17 years in which he served primarily closely held businesses and nonprofit organizations. He also served as a peer reviewer and performed more than 300 peer reviews of local accounting firms. Jim is a member of the AICPA, the North Carolina Association of CPAs (NCACPA) and the Virginia Society of CPAs (VSCPA) and has served in various volunteer leadership positions for both the AICPA and VSCPA including chairing the VSCPA's Peer Review Committee, serving as vice chair and member of the VSCPA's Board of Directors and as a member of the AICPA's Professional Ethics Executive Committee. Through a joint effort of the VSCPA and Virginia Business magazine, Jim was voted by his peers as being one of the top CPAs in Virginia in small business consulting (2001 through 2004) and assurance services (2004 and 2005). In 2004, he was the initial author and primary presenter of the VSCPA's CPE course "Ethics 2004 — Your License Depends on It!" and continued in this capacity until joining the AICPA. Jim received his bachelor's degree in accounting from Virginia Tech in 1977.

This session is available to registrants only.

General Session

2:40pm - 3:30pm CDT Yellow Book Essentials: Ensuring Compliance in Government Auditing - Jim Dalkin, GAO

Jim Dalkin

Jim Dalkin

Jim Dalkin is a Director in GAO's Financial Management and Assurance team. He oversees FDIC and SEC financial statement audits and related financial management issues, Export-Import Bank financial management issues, internal control and auditing standards, and work involving the accounting and auditing profession.

Jim joined GAO in 2009. Prior to joining GAO, Jim worked as an auditor at an accounting firm.

Jim earned a master's degree in business administration from George Washington University, an ALM master's degree from Harvard University, and a bachelor's degree in accounting from the University of Virginia. He is a Certified Public Accountant and a Certified Government Financial Manager.

This session is available to registrants only.

General Session

3:40pm - 4:30pm CDT Radical Candor in the Workplace - Beth Morrissette, Parlay Consulting Firm

Beth Morrissette

Beth Morrissette

Beth (8)_top 5.jpg

Beth Morrissette, MPA, MSW, is the CEO of Parlay, boasting 25 years of nonprofit experience. With a varied background in leadership roles, including Executive Director and Board member, Beth is skilled in organizational development. She's known for fostering partnerships between nonprofits and government agencies, notably during her time steering a collective impact organization. Beth's expertise lies in strategic planning, effective board governance, and capacity building, demonstrated through her success in expanding services and funding sources in mental health initiatives. Her contributions extend beyond Parlay, as she actively participates in the Nonprofit Association of the Midlands, where she shares her insights and experiences to benefit the sector.

This session is available to registrants only.

See Who's Coming
  • Cassie Albus - Cruise & Associates (Norfolk)
  • Mark Avery - Nebraska Auditor of Public Accounts (Lincoln)
  • Martin Bleeker - Lengemann & Associates, PC (Papillion)
  • Todd Blome - BMG Certified Public Accountants LLP (Lincoln)
  • Tracy Cannon - AMGL PC (Grand Island)
  • Stacy Church - Schulz & Associates, PC (Beatrice)
  • Jamie Clemans - AMGL PC (Grand Island)
  • Kevin Cloonan - Nebraska Children & Families Foundation (Lincoln)
  • Courtney Crook - KSO CPAs, PC (Kearney)
  • Lisa Flesner - Edward W. Schroeder, CPA, Inc. (Blair)
  • Nate Gohman - KSO CPAs, PC (Kearney)
  • Paige Gray - KSO CPAs, PC (Kearney)
  • Sharon Hammarlund - Sharon L. Hammarlund, CPA (Bellevue)
  • Kevin Harford - University of Nebraska System (Lincoln)
  • Liwei He - University of Nebraska System (Lincoln)
  • Michael Hoback - AMGL PC (Grand Island)
  • Randolph Hood - Lengemann & Associates, PC (Papillion)
  • Abby Janzing - Forward CPA (Omaha)
  • Timothy Jensen - Omaha Public Schools (Omaha)
  • Jamie Johnson - NMPP Energy (Lincoln)
  • Jeffrey Jung - Rauner & Associates, PC (Sidney)
  • Craig Kubicek - Nebraska Auditor of Public Accounts (Lincoln)
  • Sara Leber - Nebraska Dept. of Education (Lincoln)
  • Jack Lengemann - Lengemann & Associates, PC (Papillion)
  • Marcy Luth - AMGL PC (Grand Island)
  • Brooke Miller - KSO CPAs, PC (Kearney)
  • Omayma Mroue-Serhan - O'Donnell Ficenec Wills & Ferdig LLP (Omaha)
  • Thomas Neidhardt - Neidhardt CPA, PC (North Platte)
  • Stephanie Ninneman
  • Mindy Oman - KSO CPAs, PC (Kearney)
  • Kyle Overturf - AMGL PC (Grand Island)
  • Brenda Owen - University of Nebraska System (Lincoln)
  • Julia Peetz - Rauner & Associates, PC (Sidney)
  • Erica Radach
  • Robert Rauner - Rauner & Associates, PC (Sidney)
  • Gary Riggs - Riggs & Associates, CPAs, PC (Lincoln)
  • Walker Roscoe - AMGL PC (Grand Island)
  • Nichole Schmidt - Neidhardt CPA, PC (North Platte)
  • Linda Scholting - Doane University (Crete)
  • Jeffrey Schreier - Nebraska Auditor of Public Accounts (Lincoln)
  • Edward Schroeder - Edward W. Schroeder, CPA, Inc. (Blair)
  • Trevor Schuessler - Rauner & Associates, PC (Sidney)
  • Kelsey Sloup - University of Nebraska System (Lincoln)
  • Bryan Swartz - Lengemann & Associates, PC (Papillion)
  • Andrea Toben - AMGL PC (Grand Island)
  • Jeffrey West - KSO CPAs, PC (Kearney)
  • Jeffrey Wiens - Niewedde & Wiens, CPAs (York)
  • Bryce Wilson - Nebraska Dept. of Education (Lincoln)
  • John Winter - Lengemann & Associates, PC (Papillion)

Non-Member Price $529.00

Member Price $469.00