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.

2025 is the year to do things differently! It is not just the emergence of AI combined with ongoing funding and workforce challenges nonprofit organizations face mounting difficulties in today’s rapidly changing world. To thrive in 2025 and beyond, your nonprofit must be agile, adaptable, and proactive while rethinking its business model.

Join us for GRF’s fourth annual Nonprofit State of the Union. This year’s theme focuses on turning the traditional nonprofit business model upside down. Our all-star lineup of nonprofit subject matter experts will explore practical ways nonprofits can reshape their operations to better respond to evolving economic, social, and technological changes.

Whether you are a nonprofit leader, board member, or stakeholder, this session will provide valuable insights to help ensure your organization remains relevant and ready for what is next. Do not miss this opportunity to future-proof your nonprofit!

Agenda

  • The 2025 outlook for nonprofits & associations
  • Audit & assurance:
    • Tackling the new Uniform Guidance (Federal Financial Assistance)
    • Leveraging AI and Data Analytics in the audit
  • Nonprofit tax update:
    • Potential tax law changes
    • Timely reminders
  • Top risks for 2025:
    • Assess and pivot your current organizational model for sustainability and growth
    • Build a more adaptable and future-ready organization
  • The Best of Accounting Technology: Leveraging the right technologies to meet future demands
  • Fireside chat TBA

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.