Webinar
January 28, 2025
11:00 am - 12:15 pm
virtual

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Nonprofit State of the Union 2025: Building a Future-Ready Nonprofit

Is your nonprofit ready for what’s next?

1.5 CPE credits are available for this webinar.

Join GRF to kick off 2025 with a webinar exploring the outlook for nonprofits and associations. Our presenters will discuss the priority areas of focus that every organization should address in 2025 including best practices to consider for the new year. Participants will come away with the knowledge and tools they need to meet challenges head-on and take advantage of opportunities to implement meaningful change.

Agenda

  • Introduction
  • Tackling the new Uniform Guidance
  • Leveraging AI and data analytics in your audit
  • Nonprofit tax update
  • Top risks for 2025
  • Diversifying revenue streams
  • Leveraging the right accounting technology resources
  • Fireside chat

Speakers

Amy Boland, CPA

Partner and Director, Audit and Assurance

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John McIntosh, CPA

Senior Manager, Audit and Assurance

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Alejandra Jensen, CPA, CFE

Partner, Audit and Assurance

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Richard J. Locastro, CPA, J.D.

Partner and Director, Nonprofit Tax

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Lisa Heller, CPA

Principal, Nonprofit Tax

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Katelyn Miller

Katelyn Miller, CPA, MST

Principal, Nonprofit Tax

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Melissa Musser, CPA, CIA, CITP, CISA

Partner and Director, Risk & Advisory Services

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John R. Pace, CPA, CVA

Partner and Director, Outsourced Accounting & Advisory Services

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Heather Broberg

Heather Broberg

Senior Manager, Accounting Technology Services

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Additional Program Details:

  • Learning Objective: To provide tax-exempt organizations with a better understanding of areas to prioritize in the coming year.
  • Instructional Delivery Methods: Group Internet-based
  • Recommended CPE: 1.5 CPE
  • Recommended Fields of Study: Specialized Knowledge
  • Prerequisites: None Required
  • Advance Preparation: None
  • Program Level: Basic
  • Course Registration Requirements: None
  • Refund Policy: No fee is required to participate in this session.
  • Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.
  • Complaint Resolution Policy: GRF CPAs & Advisors is committed to our participants’ 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.