On June 5-6, 2024, Baker Tilly’s not-for-profit (NFP) team hosted our annual NFP governance and fiscal workshop, bringing together hundreds of NFP organizations for two days of valuable insights from our industry specialists and clients. Missed a session or need a refresher on a topic? Explore the recordings below!
In the day 1 recording, hear from our Baker Tilly client panel about their experiences with navigating merger and acquisition complexities in the NFP environment, sharing both success stories and cautionary tales. In addition, listen to our sessions covering essential human resources (HR) considerations and best practices for planning combinations and a discussion on how collaborations can enhance an organization’s goals and the tax implications associated with these decisions.
Moderated by Karen Gries, CPA
Presented by Deanna Kempinski
Presented by Karen Gries, CPA and Christine Faris, J.D.
In the day 2 recording, explore trending technical issues, including a “lakeside cybersecurity chat,” compliance update on Uniform Guidance changes and other hot governmental accounting topics, and federal and state tax update, including the latest unrelated business income (UBI) guidance.
Moderated by Laurie Horvath, CPA; Presented by Bernard Regan, MSc, MBCS and Joe Shusko, CISA, PMP
Presented by Blaine Jasper, CPA
Presented by Shelby Netz, CPA and Emily Maurice, CPA
For more information or to learn how Baker Tilly's not-for-profit specialists can help protect and enhance the value of your organization, connect with us.
Stay up-to-date on emerging issues and trending topics impacting your not-for-profit organization with our frequently updated NFP Online Journal.
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