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 | 2017 Agenda | 2017 Venue | Learn more | Register


May 3 | Newton Marriott

learn | be challenged | network | be inspired 

Thank you to all of our attendees!



Watch Video Highlights from a Previous Event



2017 Agenda & Speakers


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

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



9:00am – 9:50am | The Sophisticated CFOs Guide to Choosing Key Performance Indicators That Matter & Dashboarding

A critical component of nonprofit effectiveness is the organization’s ability to identify and track meaningful “leading indicators” that serve as mile markers to tell you if you are headed in the right direction—a course charted by your strategic plan. AAFCPAs will provide guidance for nonprofits on the leading, predictive metrics that may have a significant impact on an organization’s operational and financial results. We will go beyond the classic financial KPIs, providing guidance on making correlations between non-financial and financial metrics. AAFCPAs will also provide insights for bringing clarity to your data, and tools for making more meaning out of the information in our systems through dashboarding.  Attendees will  be challenged to identify a manageable set of KPIs that support planning & decision making, and will learn best practices for presenting these metrics in a user-friendly visual format that clearly reflects progress toward intended outcomes.

9:50am – 10:40am | 
Guest Keynote: Joseph (Jay) Caporale, Philanthropic Counsel to Nonprofits and Vice President Corporate and Foundation Engagement at Merrimack College

Jay has nearly 25 years’ experience serving the nonprofit community.  For 21 years he was in senior management and a partner in a national consulting firm providing philanthropic counsel to nonprofits. Jay’s expertise includes capital campaigns, strategic planning, and development office operations with a special emphasis on board development and major gifts.  Jay spent five years as Executive Vice President and Director of Philanthropy at the Essex County Community Foundation.   Before joining the consulting firm, Jay’s professional experiences were in the political arena. He was Director of Community Relations and Economic Development for U.S. Congressman Chester G. Atkins of Massachusetts.  Jay served as Board Chair of Joseph Hermann Youth Center in North Andover. Jay previously served as Chair of the Board of Directors of UNICEF New England and was also on the President’s Council of Merrimack College, from which he graduated with a Political Science and Economic degree.   Currently, he is Vice President of Corporate and Foundation Engagement at Merrimack College.

In this insightful keynote, Caporale will provide us with insight into how to advance your Board of Directors and ensure they are aligned with the future and desired direction of your philanthropic efforts.

10:40am – 10:55am | Break

10:55am – 11:10am | How Tax Law Changes May Impact Charitable Giving

You may have noticed an influx of donors paying off their pledges at the end of December 2016. AAFCPAs looks at the blueprint for tax reform put forth by Republican House Ways and Means Committee members, the deliberations of the Senate Finance Committee’s bipartisan tax reform working groups, and the tax proposals of President Trump as a driver for the year-end influx.  What does the possibility of lower tax rates in 2017 mean for you and all of America’s charitable organizations?

11:10am – 12:00pm | AAFCPAs’ Regulatory Update: Understanding the New Nonprofit Financial Statement Presentation Standards; and the Impact of Revenue Recognition on Nonprofits 

In August 2016, the FASB implemented an accounting standards update (ASU 2016-14) to refresh the previous reporting model.  AAFCPAs will discuss the main provisions of this ASU, which include net asset classification (collapsing three asset classifications into two), reporting expenses by natural function and category, the place-in-service approach for property and equipment purchases, and underwater endowment reporting.  We will review effective dates, and provide transition guidance and tips for a smooth implementation.  We will also discuss the impact of the new Revenue Recognition standard, which will require significant management judgment, in addition to changing the way many Nonprofits recognize revenue in their financial statements.



12:00pm – 1:00pm | Lunch

1:15pm – 1:30pm | What’s New at AAFCPAs

1:30pm – 2:10pm | Rethinking Your Budget: Leading your organization through a more comprehensive financial planning process

Sustainability is a clear concern for funding sources today, and if you cannot document your organization’s sustainability, you are most likely losing out on funding.  AAFCPAs advises nonprofits to broaden the scope of their financial planning process to address the challenges of the current economic and funding landscape, and to ensure sustainability in the long-term. AAFCPAs will provide practical guidance and best practice recommendations so nonprofits may preserve their capacity to deliver on their missions in the event of unforeseen financial shortages.

2:10pm – 2:20pm | Break

2:20pm – 2:40pm | AAFCPAs’ IT Security Update

IT security requires continuous improvement, and organizations must stay vigilant, and learn & adapt over time. AAFCPAs’ IT security pros will provide an overview of threats of significant concern in 2017, and highlight critical security controls that assist in mitigating the most prevalent vulnerabilities that often result in many of today's cybersecurity intrusions and incidents.

2:40pm – 2:55pm | Fiduciary Responsibility for Plan Sponsors

Today’s trustees and benefit plan sponsors face personal liability, complex laws and regulations, lack of fee transparency, conflicts of interest, and increased scrutiny by investors and regulators. AAFCPAs provides insight into key risk management considerations for Nonprofits, including an overview of common benefit plan deficiencies putting employers at risk.  Attendees will also receive a proactive Fiduciary Responsibility Checklist.

2:55pm – 3:10pm | Personal Financial Planning Considerations for Nonprofit Executives

Nonprofit Executives are so focused on managing the sustainability of their organization’s that they often don’t devote adequate time to focus on a careful and comprehensive financial plan for themselves.  AAFCPAs Wealth Management provides attendees with insight and considerations for reaching your short and long-term personal financial goals, while controlling risks and optimizing after-tax results.

3:15pm – 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.



2017 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 that will take place on May 3rd in 2017 at the Newton Marriott.

This event is designed to help nonprofit CFOs, 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:

  • Wednesday, May 3rd, 2017
  • Venue: Newton Marriott, 2345 Commonwealth Avenue, Newton, MA
  • 8:00am: Registration & Breakfast
  • 3:15pm: Peer Networking & Reception with complimentary cocktails & hors d'oeuvres
  • Up to 5 CPE credits available
  • Continental Breakfast and Lunch  served
  • Opportunities for networking with peers over lunch, during networking breaks, and at the closing cocktail reception


Registration is Now Closed

Thank you to everyone who registered. We look forward to hosting you on May 3. To enquire about registering, please call us at 508-366-9100