AAFCPAs Annual Nonprofit Educational Seminar & Reception

AAFCPAs' Annual Nonprofit Educational Seminar is considered by many nonprofit CFOs and Executive Directors to be the premier nonprofit finance educational event of the year!  Watch the video below to see for yourself, and learn what others have to say about why they attend every year.  

Video Highlights | 2016 Agenda | 2016 Venue | Learn more

2016

May 6 | Newton Marriott

learn | be challenged | network | be inspired 

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Watch Video Highlights from Our 2015 Event

 

 


 

2016 Agenda & Speakers

8:00am - 8:45am | Registration & Breakfast

 

8:45am - 9:00am | Welcome & Introductions

 

 

9:00am - 9:50am | Risk Management Panel Discussion

In this interactive session, a panel of AAFCPAs partners and operations & finance executives from nonprofit clients will provide insight into the full spectrum of risks nonprofits face, ranging from: financial, operational, reporting, compliance, governance, strategic, reputational, etc.

Panelists will provide practical advice and guidance from their first-hand experiences on managing risk issues, and will share exclusive insight into their organization’s risk assessment and risk management programs. Attendees will learn proven ways to assess risks, prioritize, and then modify your behavior and operations accordingly so you put yourself in the best position possible to thrive and achieve your mission.

Panelists 

Moderator

 

9:50am - 10:10am | Coffee & Refreshment Break

10:10am - 11:10am | Guest Keynote - Martha Coakley, Former Attorney General and current Of Counsel at Foley Hoag

AAFCPAs is excited to announce Martha Coakley as Keynote Speaker for our 8th Annual Nonprofit Educational Seminar & Reception, Friday, May 6th at the Newton Marriott!

Martha Coakley is former Massachusetts Attorney General and current of counsel in Foley Hoag's Litigation Department. She is a true Massachusetts native: born in Pittsfield, raised in North Adams, educated in Williamstown and Boston, and having built a successful law and political career right here in Massachusetts! She has a strong history as an advocate for individuals, communities and the Commonwealth at large. In this insightful keynote, attorney Coakley will provide us with her perspective and insight on the regulatory landscape and current state of the Commonwealth’s nonprofit sector! The former AG will discuss how Massachusetts stacks up in comparison to other states in areas related to impact, efficiency, and accountability.

 

11:10am - 12:00pm | Strategic Management of Net Assets

As margins expand and nonprofit executives find more resources on the balance sheet, they have an obligation to maximize the potential of that cash.  Cash on the books can create more than operational confidence—it can open the door to cash management and an investment strategy that will help keep the future as secure as the present.  Leaders can start by following a “bucket system” that separates cash reserves into three segments: working capital, stability and other reserves, and long-term investments. In this session, AAFCPAs’ Wealth Management Practice will provide guidance to help you enhance and leverage the use of your assets for short and long-term goals, optimize the services you are able to provide, and further your mission.

Insight into the New Fiduciary Rule & Telling Questions to Ask Your Investment Advisors

The Department of Labor’s fiduciary rule, released in April 2016, requires financial advisors to put their clients’ best interests ahead of their own when providing investment advice.  Every dollar counts when it comes to retirement, and the DOL ruling attempts to expose conflicts of interest, backdoor payments and hidden fees that are costing retirement investors their hard-earned savings.  Carmen Grinkis, Wealth Advisor, AAFCPAs Wealth Management will provide perspective on the ruling and what it means to be a fiduciary.  Carmen will also provide attendees with a questioning toolkit, so you can help ensure that your investment advisors are putting your best interest first.   

12:00pm - 1:15pm | Lunch

1:15pm - 1:30pm | What's New at AAFCPAs

1:30pm - 2:20pm | Regulatory Update

In this much anticipated annual Regulatory Update, AAFCPAs’ assurance and nonprofit tax specialists will provide attendees with an overview of significant regulatory changes affecting nonprofits, including:

Accounting Standards Updates

  • Decisions reached by the FASB in relation to the nonprofit financial statements project
  • New Revenue Recognition Standards for Accounting
  • Going Concern
  • New Lease Accounting Standard

Uniform Guidance (Single Audit)

  • Required Written Policies and Procedures
  • Recovering Indirect Costs from Federal Grants

IRS/Tax

  • IRS uses a Data-Driven Approach: Guidance on how your 990 may trigger an audit, and how NFPs can focus their compliance efforts to avoid penalties

Affordable Care Act

  • What nonprofits need to know in 2016
  • Status and expectations regarding delayed requirements
  • Landmark lawsuits resulting from this employer mandate
 
 

 

 

2:20pm - 2:35pm | Break 

2:35pm - 3:25pm | Cyber Security & Fraud

Effectively managing business risks is essential to your organization’s success. In this session, AAFCPAs’ business & IT advisory specialists will focus on some of today’s most prevalent and damaging IT security risks and cyber threats, and provide advice on how nonprofits can take steps to protect themselves. Our speakers will discuss countermeasures to risks, including: people, processes, and technologies! They will also cover a three element approach: Preventative, Detective and Responsive.

 
 

3:25pm - 4:30pm | Cocktail Reception & Peer Networking

Seminar attendees are invited to end the day with us for complimentary cocktail and hors d'oeuvres at the closing reception, hosted in the outdoor riverside (tented) pavilion overlooking the Charles River.  This event is a wonderful opportunity to bring clients together, and the reception will provide an additional opportunity to network with your nonprofit peers.

 


 

2016 Venue

The Newton Marriott is located on 22 acres of scenic riverfront land along the Charles River.  The venue is centrally located on I-90 and I-95, and approximately 15 miles from Logan Airport.  
Boston Marriott Newton
2345 Commonwealth Avenue, Auburndale, MA 02466
(617) 969-1000

 


 

Learn more

AAFCPAs' Annual Nonprofit Educational Seminar is a 1-day event for nonprofit executives event that took place on May 6th in 2016 at the Newton Marriott.

This event is designed to help nonprofit CEOs, Executive Directors, and Finance Executives keep abreast of accounting, tax and regulatory changes that may impact their organizations and always features actionable takeaways to improve efficiency, effectiveness and performance controls.

In 2016, AAFCPAs welcomed over 250 attendees from throughout the region.  AAFCPAs' Nonprofit Educational Seminar helps to educate, challenge, inspire, and offers you a chance to connect and collaborate with peers.

 

Event Details:

  • Friday, May 6th, 2016
  • Venue: Newton Marriott, 2345 Commonwealth Avenue, Newton, MA
  • 8:00am: Registration & Breakfast
  • 8:45am - 3:15pm: Program
  • 3:15pm: Peer Networking & Cocktail Reception with complimentary cocktails & hors d'oeuvres
  • Continental Breakfast and Lunch  served
  • Opportunities for networking with peers over lunch, during networking breaks, and at the closing cocktail reception
  • Up to 5 CPE credits available

 

Registration is Now Closed

Thank you to everyone that joined us this year, making it the largest seminar to date! If you would like to join AAF's mailing list and be notified of future events and timely alerts, please fill out the below form.