This session will cover the most recent updates and changes to accounting standards and tax rules for not-for-profit organizations. Our speakers will focus on the impact of COVID-19 and other information that may affect how you conduct business now and in the future, including:

• Accounting for contributions
• Accounting for special event cancellations and refunds
• CARES Act dos and don’ts

Date: Thursday, July 23, 2020
Time: 10:00 am – 11:40 am
Location: Webinar

Due to technical difficulties, the recording for the webinar will be available at a later date.

Speakers:

Melodie Olson, CPA Senior Manager, AssuranceWith more than 10 years of professional public accounting experience, Melodie works with education nonprofits, private foundations, and religious organizations. She also assists in developing and conducting nonprofit training sessions. Melodie heads up BPM’s Professional Services Industry Group, which provides services to clients who serve other companies.

Tamara McInerney, CPA Partner, TaxTami has 27 years of experience providing accounting and tax services to nonprofit organizations. She is experienced in creating strategies to minimize tax liabilities, stock option planning, preparing income tax projections, identifying and researching complex tax issues. She also has extensive experience working with charitable remainder trusts, private foundations and nonprofits.

Elena Serebriakova, CPA Director, TaxElena has been providing tax services to nonprofit organizations for over 12 years. Her nonprofit experience includes community foundations, professional membership associations, education organizations, performing arts organizations, social welfare organizations and private foundations.

Shannon Winter, CPA Partner, AssuranceHer experience in public accounting includes providing audit, review, compilation and consulting services to nonprofit organizations. Shannon specializes in advising nonprofit organizations on Uniform Guidance and Generally Accepted Government Auditing Standards. She helps lead the nonprofit industry group at BPM and provides training on a variety of nonprofit topics.

Moderator:

Daniel Figueredo, CPA Partner, AssuranceDaniel leads BPM’s Nonprofit industry group. His career started at BPM, and for nearly 20 years he has helped the Firm and his clients grow and succeed. Daniel’s nonprofit experience includes working extensively with fair value and alternative investments, the Uniform Guidance and Single Audits, planned giving, and significant capital campaigns. He is deeply involved in serving nonprofit organizations and works with private foundations, social enterprises, trade associations, arts and culture, advocacy and political organizations, private schools, community foundations and higher education.