Not-for-profit fiscal workshop 2021

Watch Baker Tilly’s annual workshop on demand, where you will hear from not-for-profit specialists across the country! While this year’s workshop was virtual, our speakers bring you the same valuable updates and timely insights on trending topics critical to the financial and operational health of your organization as when we met in-person.

Who should watch?

Executive leadership including CEOs, CFOs, COOs, controllers and other accounting and finance professionals, audit, finance committee and board members of all not-for-profit organizations, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations and more.

Day 1

Welcome message! | Krista Pankop, Baker Tilly Partner and Firm Not-For-Profit Network Leader

Keys to building an effective board with healthy governance | Glenn Robinson, Baker Tilly Healthcare Consultant, Former Regional President at Baylor Scott & White Health 

Accounting update (Presented by Adithi Ramesh, Peter Tewalt, Kathryn LaChance, Brenda Bock, Laura Rash):

1. Virtual auditing leading practices
2. PPP and other COVID-related funds
3. Accounting standard updates, including leases, affecting not-for-profits

Day 2

Welcome message! | Krista Pankop, Baker Tilly Partner and Firm Not-For-Profit Network Leader

Fundraising insights | Rachel Decker, Detroit Philanthropy Founder and President, and Laurie Horvath, Baker Tilly Partner

Tax update (Presented by: Shelby Netz and Catherine Petercsak):

1. Summary of key tax updates impacting tax-exempt organizations
2. The Employee Retention Credit (ERC)
3. The impact of employees working remotely

For more information or to learn how Baker Tilly not-for-profit specialists can help protect and enhance the value of your organization, contact one of our specialists.

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