Not-For-Profit & Governmental Accounting Conference - 1st DAY ONLY
8.00 Credits
Member Price $349.00
Non-Member Price $409.00
Overview
Join us for a conference tailored to the unique challenges of nonprofit finance and governance. Gain valuable insights from experts covering key topics, including single audit updates, compliance changes, and strategies for optimizing board efficiency. Hear from the State Attorney General’s office on keeping your NFP clients compliant, explore the latest developments in CECL, and navigate fiscal responsibilities to avoid board liabilities. Additional sessions will dive into UBIT complexities and the human side of ethics. Wrap up the day with a networking hour at The Scarlet Hotel—an opportunity to connect with fellow professionals.
REGISTRATION FOR THE FIRST DAY ONLY
If you want to register for both days, please click here.
Topics and speakers are subject to change.
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 25th.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 25
General Session
- Navigating the Latest in Accounting & Auditing - 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
- State Attorney General's Update: Keeping Your NFP Clients Compliant - Gary Brollier, Assistant Attorney General
Gary BrollierGary Brollier
Gary Brollier was raised in Bellevue, Nebraska, and is a graduate of the University of Nebraska-Lincoln, where he earned a Bachelor of Science in Education in 1986. He went on to receive his law degree from the University of Nebraska College of Law in 1992 and was admitted to the Nebraska Bar that same year. Gary began his legal career in private practice, where he worked from 1992 to 1998. He then served as a Deputy County Attorney from 1998 to 2023. In 2023, he joined the Nebraska Attorney General's Office as an Assistant Attorney General. His areas of practice emphasize charities and nonprofit organizations, as well as multistate consumer protection investigations and litigation.
This session is available to registrants only.
- What's Changing in the Single Audits - Compliance Supplement & UG Changes - Melisa Galasso, Galasso Learning Solutions
Melisa GalassoMelisa Galasso
Melisa Galasso founded Galasso Learning Solutions in 2016. Having partnered with hundreds of CPA firms, governments, nonprofits, state societies, and alliances, I've become a nationally recognized authority in designing and facilitating courses on advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Backed by deep expertise in adult learning theory and having become a Certified Speaking Professional (CSP), Certified Professional in Talent Development (CPTD), and ATD Master Trainer™,
This session is available to registrants only.
Breakout Session
- Optimizing Board Efficiency for Your Not-For-Profit Clients - Panel - Sarah Griger, Christi Annin, Tessa Barney as Moderator
Kurt Meisinger, Frankel LLCKurt Meisinger
Kurt Meisinger is a Director at Frankel, whose primary focus is accounting and auditing services, with a focus on not-for-profit organizations. Kurt is a member of our business valuation team and has received accreditation in business valuation from the American Institute of Certified Public Accountants.
Sarah Griger
Sarah Griger is a Senior Manager at Eide Bailly. Since starting her career a decade ago, Sarah has focused primarily on auditing not-for-profit organizations. Sarah advises clients throughout the year, acting as a resource for questions that arise in the course of their operations. She believes in building strong working relationships to provide the best service to clients beyond their annual audit or review. Sarah believes that helping the organizations that make our communities better places to live is vitally important and she is proud to play a role in that.
Christina Annin
Christi Annin joined the Suzanne & Walter Scott Foundation in July 2014. She serves as Chief Financial Officer across a spectrum of seven family foundations, ensuring they fulfill their charitable responsibilities, with a concentrated focus on financial reporting, budgeting, and investment strategy. She also oversees human resources and information technology at the foundation and chairs the foundation's Investment Committee. Christi has over 20 years of experience in the for-profit and not-for-profit sectors. Prior to joining the foundation, Christi held positions with ConAgra Foods and KPMG. She is a member of the University of Nebraska-Omaha College of Business Administration's Management Department Advisory Board, the Foundation Financial Officers Group, and the American Institute of Certified Public Accountants. She graduated from Missouri State University with Bachelor of Science degrees in International Business Administration and Accounting. She is a licensed CPA in Missouri and holds the CGMA designation.
Tessa Barney
Tessa provides customized services to private and family foundations that let them focus on what’s important: achieving their charitable giving goals. The Philanthropic Services team partners with individuals, families, and foundations to offer administrative support, strategic grantmaking services, and philanthropic consulting.
Tessa has been with the Foundation since 2022
This session is available to registrants only.
- Single Audit Update - Common Deficiencies, Current Events & A Look Ahead - Melisa Galasso, Galasso Learning Solutions
Melisa GalassoMelisa Galasso
Melisa Galasso founded Galasso Learning Solutions in 2016. Having partnered with hundreds of CPA firms, governments, nonprofits, state societies, and alliances, I've become a nationally recognized authority in designing and facilitating courses on advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Backed by deep expertise in adult learning theory and having become a Certified Speaking Professional (CSP), Certified Professional in Talent Development (CPTD), and ATD Master Trainer™,
This session is available to registrants only.
Breakout Session
- School District Audits - Julie Bauman, Julie D. Bauman, CPA PC; Marcy Luth, AMGL CPAs & Advisors; and Bryce Wilson, NE Department of Revenue
Marcy Luth, Shareholder, AMGL PCMarcy Luth
Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM, is a shareholder of AMGL PC in Grand Island. She graduated from Hastings College and received an MBA from the University of Nebraska at Kearney. 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 previously served on the Nebraska Board of Public Accountancy.
Julie Bauman

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
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.
- The Evolution of CECL - Current Changes and Lessons Learned - Melisa Galasso, Galasso Learning Solutions
Melisa GalassoMelisa Galasso
Melisa Galasso founded Galasso Learning Solutions in 2016. Having partnered with hundreds of CPA firms, governments, nonprofits, state societies, and alliances, I've become a nationally recognized authority in designing and facilitating courses on advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Backed by deep expertise in adult learning theory and having become a Certified Speaking Professional (CSP), Certified Professional in Talent Development (CPTD), and ATD Master Trainer™,
This session is available to registrants only.
General Session
- Structuring Fiscal Relationships to Avoid Trouble "Liabilities with Boards" - Hannah Fischer Frey, Baird Holm LLP
Hannah Fischer Frey, Baird Holm LLPHannah Fischer Frey
Hannah Fischer Frey is a Partner at Baird Holm. Hannah's practice focuses on corporate transactions, federal and state tax planning issues, and tax exempt matters. Hannah has addressed complex partnership and corporate tax issues, including business reorganizations, private equity fund structuring, business succession planning, and tax planning in mergers and acquisitions. She has been closely involved in numerous federal and state tax examinations and audits. In addition to her business clients, Hannah regularly assists individuals in business succession and tax planning matters.
Katie Kalkowski
focuses her practice on corporate transactions and general corporate matters. She counsels nonprofit and for-profit entities of all sizes on a variety of matters, including entity formation, corporate governance, strategic transactions, and regulatory compliance. Katie graduated from the University of Notre Dame Law School in 2022, cum laude, where her favorite class was Not-For-Profit Organizations. While in school, Katie was a Managing Senior Editor of the Law Review. Prior to law school, Katie graduated from the University of Nebraska-Lincoln in 2019 with high distinction, earning a Bachelor of Arts in Political Science and History.
This session is available to registrants only.
General Session
- Exploring the Ins & Outs of UBIT - Megan Koziol, Eide Bailly LLP
Megan Koziol, Eide Bailly LLPMegan Koziol
Megan Koziol is a Senior Tax Manager with Eide Bailly.
This session is available to registrants only.
General Session
- Every Choice Has A Consequence: The Human Side of Ethics - Chuck Gallagher, Chuck Gallagher, CSP
Chuck GallagherChuck Gallagher
Chuck Gallagher, Certified Speaking Professional (CSP), is a recognized authority in the speaking world, and an esteemed voice in the realm of artificial intelligence (AI). But he's not your average tech guru. With a knack for making complex subjects approachable, Gallagher brings a refreshing blend of insight and humor to his talks, making the future of AI not only understandable, but also exciting.
Whether he's unpacking the ins and outs of AI for business leaders or exploring the ethics of automated systems, Gallagher keeps his audiences hooked with his dynamic style and engaging anecdotes. Drawing from his rich background in business and ethical leadership, he brings a practical perspective that helps audiences connect the dots between technology and their daily lives.
So, if you're ready to delve into the world of AI with a speaker who keeps things lively and enlightening, Chuck Gallagher is your go-to expert. Buckle up and enjoy the ride!
This session is available to registrants only.
Optional Session
- Social Networking Hour - The Scarlet Hotel
This session is available to registrants and their guests
- Christy Adams - Goodwill Industries of Greater Nebr., Inc. (Grand Island)
- Laurie Bardsley - Pekny & Associates, CPAs, PC (Columbus)
- Andrew Cassidy - AGSN, PC (Omaha)
- Ben Dvorak - Pekny & Associates, CPAs, PC (Columbus)
- Jeremy Eddie - Omaha Zoological Society (Omaha)
- Tia Fuhr - Oelkers & Associates LLC (Dodge)
- Nancy Harms - Nebraska State Bar Association (Lincoln)
- Kathleen Herrera - Kathleen J. Herrera CPA, LLC (Fremont)
- Michael Justus - University of Nebraska-Lincoln (Lincoln)
- Nicole Kastl - Lutz (Omaha)
- Kurt Meisinger - Frankel LLC (Omaha)
- Robert Neff - Phillips, Fractor & Company, LLC (Pasadena)
- Shannon Norman - Lutz (Omaha)
- Tammy Reutzel - Goodwill Industries of Greater Nebr., Inc. (Grand Island)
- Linda Scholting - Doane University (Crete)
- Tyler Wilcox - Velu, LLC (Omaha)
Non-Member Price $409.00
Member Price $349.00