Not-for-Profit Conference - Webcast
Overview
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector.
YELLOW BOOK: May qualify for Yellow Book CPE based on your unique audited entity.Registration Note: Individuals working at a nonprofit and who are not eligible to be an OSCPA member, are eligible for the member rate. To receive this rate, please call 503-641-7200 / 800-255-1470, ext. 3.
Prefer to attend in-person at the Sheraton Hotel Portland Airport? Register to attend in-person!
A special thanks to the members of the Not-for-Profit Strategic Committee for developing the 2025 Not-for-Profit Conference: Jennifer Perrier - Chair, Thomas Achor, Erica Aitken, Alexandra Aranda, Cynthia A. Barber, Cynthia P. Bartholomew, James H. Brinkman, Gerald W. Burns, Shirley D. Cyr, Christopher Dahlvig, Michael K. Farnsworth, Michelle J. Gall, Ian R. Gelfand, Todd D. Kimball, William S. Manne, Lorelei G. Martin, Gary N. McGee, Jason T. McGill, Ryan E. Miller, Sarah K. Moll, John Ng, Kristina L. Oliveira, Cheryl R. Olson, Jennifer Perrier, Russell D. Price, Robert M. Prill, Joseph Rosevear, Katie L. Sheffield, Mylen N. Shenker, Kathleen L. Sohl, Eugene L. Stewart, Brooke A. Stout, Sandra A. Suran, Suzanne B. Taylor and Kellie R. White.
Thank you to our 2025 Gold Sponsors: CLA and YPTC!
Highlights
Learn about new developments and the latest topics of interest to CPAs and other accounting professionals in the not-for-profit sector.
General Sessions:
- GAAP Update & ESG Reporting
- Jeffrey J. Gabello, FASB
- Hot Topics Impacting the Not-for-Profit Industry
- Jim White, Nonprofit Association of Oregon
- Nonprofit Legal Experts Panel
- Justin Hobson, Miller Nash
- Eric Robertson, Miller Nash
- Heather Van Meter, Miller Nash
- Strategic Planning Must-Haves
- Amy Horner, True Nine
- Amy Horner, True Nine
Session A
- A1: Single Audit & Uniform Guidance
- Troy Rector & Jen Keller, Clark Nuber
- A2: AI - Practical Use for Nonprofit Accounting
- John Higgins, Higgins Advisory LLC
Session B
- B1: Pros and Cons of Switching to New Admin Rate
- Kay Sohl, Kay Sohl Consulting
- B2: Embracing Change and Balancing Risk
- Amy Horner, True Nine
Designed For
CPAs and other financial professionals in the not-for-profit sector as well as CEOs, CFOs, COOs, Board Members, and other not-for-profit professionals.
Objectives
Provide an overview and update of important issues impacting the not-for-profit arena.
Notice
“Adding to Calendar” does not register you for this event. Please either register online by clicking “Add to Cart” or contacting OSCPA at 503-641-7200 / 800-255-1470, ext. 3. Thank you!
April 23, 2025
General Session
- GAAP Update & ESG Reporting
Jeffrey Gabello, Financial Accounting Standards BoardJeffrey Gabello
Jeff Gabello is a supervising project manager with the Financial Accounting Standards Board (FASB [https://www.fasb.org/home]). He joined the FASB staff in May 2014, leading the project team that developed the 2017 standard to improve and simplify accounting rules around hedge accounting. Since early 2021, Jeff has been focusing on not-for-profit technical accounting issues. He also is the lead on the statement of cash flows project. Prior to joining the FASB, Jeff worked for five years as an accounting policy manager at IBM in Somers, New York, focusing on assessing the impact of FASB and International Accounting Standards Board standard-setting activities on the company's financial reporting. Prior to that, Jeff worked for eight years as the assistant director of external reporting at UBS AG in Zurich, Switzerland, focusing on International Financial Reporting Standards, U.S. Generally Accepted Accounting Principles, and U.S. Securities and Exchange Commission reporting. Jeff holds a bachelor's degree in accounting from the University of Scranton in Pennsylvania and an MBA from Cornell University in Ithaca, New York.
edited 2/3/25
This session is available to registrants only.
General Session
- Nonprofit Legal Experts Panel
Justin Hobson, Miller Nash LLPJustin Hobson
Justin Hobson has experience helping clients on corporate and tax matters. He assists businesses, from startups to large international corporations, on tax issues and business transactions, possessing particular experience with and insight into clients within the cannabis industry. Justin also has experience with corporate matters, including mergers and acquisitions, financing transactions, securities offerings, and corporate governance.
Justin previously served as co-chair of the cannabis team at a large Pacific Northwest law firm, where he supported clients inside and outside of the cannabis industry on a wide range of tax and corporate needs, including all areas of income taxation, international tax matters, and matters related to corporate governance.
Justin began his career at PricewaterhouseCoopers LLP where his practice primarily focused on international tax matters. His experience includes tax return compliance, tax controversy matters, tax advice, and auditing income tax provisions in accordance with ASC 740.
Edited 7/23/2024
Eric Robertson
Eric Robertson helps for profit and not-for-profit clients with a breadth of issues related to corporate formation, policies, compensation, contracts, and agreements. These include entity formation; drafting and reviewing of internal company policies, including conflict of interest, executive compensation, and internal controls policies; and reviewing, drafting, and negotiating contracts, including small- and large-scale service agreements, executive employment agreements, and purchase and sale agreements. Eric also advises clients on a wide range of corporate governance issues involving corporate actions, bylaws, operating agreements, formation documents, and shareholder agreements.
Eric has a background in employee benefits and executive compensation and has advised employers on issues related to compliance with ERISA, IRS, and DOL regulations for single and multiemployer retirement plans. In the area of executive compensation, Eric assists clients in forming multifaceted equity compensation plans and deferred compensation plans for current and incoming executives and key employees who are compliant or exempt from Internal Revenue Code Section 409A.
edited 2/3/25
Heather Van Meter
Heather Van Meter represents and advises private, public, and not-for-profit entities throughout the Pacific Northwest. She counsels employers on a full range of employment- and workplace-related issues, including employment handbook and policy development, compliance with complex state and federal leave laws, wage and hour issues, disability and religious accommodations, employment discrimination, harassment and retaliation claims, and employee discipline and termination. Heather also helps employers draft, negotiate, and enforce employment-related contracts, such as noncompete, nonsolicitation, and nondisclosure agreements, as well as employment and executive employee contracts. She regularly prepares employment-related and contractor agreements and advises on employee situations for regional, national, and international companies. As a former professor and teacher, Heather enjoys providing workplace trainings on a variety of topics to ensure legal compliance while fostering a culture of inclusion. Heather is a trusted advisor to both small and large employers, offering forward-looking guidance to help clients maintain healthy, efficient workplaces.
Heather is recognized by her peers as a leading trial attorney. Her litigation practice specifically includes employment-related litigation, while she also has extensive experience in general civil litigation, including mass torts, drug and medical device and products liability, construction defects, negligence, condemnation, insurance coverage, and multi-district litigation in state and federal courts in Oregon and Washington. Heather's background includes over eight years in the Oregon Department of Justice's Civil Litigation Section as a senior assistant attorney general and trial attorney. She has completed over 30 trials to verdict in state and federal courts.
edited 2/3/25
This session is available to registrants only.
Breakout Session
- A1: Single Audit & Uniform Guidance
Troy Rector, Clark Nuber PS
Troy Rector
Troy Rector is a shareholder in the Not-for-Profit and Governmental Services Group at Clark Nuber and has spent his career serving tax exempt organizations. He serves a range of community based organizations including low income housing, healthcare and those receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance related topics. He is the auditing subcommittee chair of the Washington Society of CPA's Governmental Audit & Accounting Committee, a prior member of the AICPA's Government Audit Quality Center's Executive Committee and member of several Not-For Profit Boards and Finance Committees.
(2/19/24)
Jen Keller
When she's not traveling, you can find Jen reading or watching historical fiction, fantasy, and sci-fi dystopian books and movies. Jen, along with her two children, husband, and goldendoodle, now calls Washington her home.
Jen is a principal in the firm's Accounting and Consulting Services Group. She focuses on grant compliance and serves not-for-profit clients across a variety of industries. Jen has a thorough understanding of the ins-and-outs of not-for-profit organizations, having earned her master's degree in international human rights, along with previous work in programming for not-for-profits.
edited 2/3/25
This session is available to registrants only.
- A2: AI – Practical Use for Nonprofit Accounting
John Higgins, Higgins Advisory LLCJohn Higgins
Meet John, the visionary behind Higgins Advisory, LLC. Specializing in guiding CPAs and CFOs through digital transformation. Blending strategic advice, education, and coaching, John aims to not just navigate but master today's digital landscape. He has founded and sold two CPA technology advisory startups in his career and now focuses exclusively on helping accounting professionals understand and apply emerging technologies.
(05/07/2024)
This session is available to registrants only.
Breakout Session
- B1: Pros and Cons of Switching to New Admin Rate
Kathleen Sohl, Principal, Kay Sohl Consulting
Kathleen Sohl
Kay Sohl has provided training and consultation for Executive Directors, CFOs, and Boards of Directors of over 7,000 nonprofit organizations throughout the United States. Kay focuses her work on rethinking nonprofit strategies for financial sustainability, Board financial oversight, compliance with federal funds management requirements, and the challenges of nonprofit accounting and financial reporting. She is a frequent presenter for state and regional coalitions of nonprofit human service providers.
Kay has authored multiple financial management toolkits for nonprofits, including resources for cost allocation, financial reporting, dashboard development, and the Uniform Guidance.
Kay founded and lead TACS (Technical Assistance for Community Services) now known as the Nonprofit Association of Oregon, the northwest’s largest and most comprehensive capacity building resource for community based nonprofit organizations. She is co-author of the Oregon Nonprofit Corporation Handbook, an 800-page guide to legal, financial, and governance requirements and strategies for nonprofit organizations. Now in its 5th edition, the Handbook has sold over 11,000 copies and is a must-have resource for founders, board members, managers, and funders of nonprofit organizations.
(11/23/20)
This session is available to registrants only.
- B2: Embracing Change and Balancing Risk
Amy Horner, True NineAmy Horner
An accomplished executive with a track record of successfully leading collaborative strategic planning initiatives throughout her career, Amy founded True Nine in 2023 to help professionals embrace the opportunities and challenges made possible by change. She is well known for her unwavering dedication to leading authentically, celebrating change, and mentoring others.
Amy's dynamic style, combined with her eclectic career and vast experience as a mentor, gives her clients confidence that she understands the challenges and opportunities they face. Utilizing pedagogical techniques gleaned from her doctoral studies, Amy connects outcome-oriented tactics with individual situations for positive outcomes. Her clients benefit from her experiences in executive leadership and organizational transformation, network cultivation, and goal-setting strategies.
Before founding True Nine, she was the COO and CFO for multiple organizations, guiding them through periods of intense change. In these roles, she led strategic planning and innovation initiatives that resulted in diversified revenue streams, new and expanded service offerings, better brand awareness, increased market share, a more engaged workforce, and improved financial results.
Amy is a "true nine", having worn the number throughout her soccer career. Her passion for a team's ultimate success, on-field experiences, and ability to remain calm under pressure are prevalent in her client relationships, collaborative approach to strategy development and execution, and quick instincts when presented with challenges or opportunities.
Recognized by Ignition's Top 50 Women in Accounting and by LinkedIn as a Top Leadership Voice, she delights in sharing her experiences for the professional development and career advancement of others.
Amy earned her Bachelor's in Accounting from Indiana University of Pennsylvania, where she was a student-athlete on the university's first PSAC Championship Women's Varsity Soccer Team. A proud Keystone State native, Amy furthered her education with an MBA from Penn State University. She is a Doctorate in Business Administration scholar at the University of North Carolina at Charlotte, with anticipated graduation in May 2025. Her research focuses on the relationship between leadership team diversity and strategic change.
edited 2/6/25
This session is available to registrants only.
General Session
- Hot Topics Impacting the Not-for-Profit Industry
Jim White, Nonprofit Association of OregonJim White
Jim White joined the Nonprofit Association of Oregon as the Executive Director in October 2012. He is deeply committed to the social change through private action and has worked in the nonprofit sector both domestically and internationally for more than 25 years. Jim has a passion for affecting systemic change in the way that the public, private and nonprofit sectors work together to support and strengthen our communities and civil society. He believes that one of the purest democratic values is having private individuals identify needs and solutions, and lead change in their communities for the greater good. Through NAO, Jim is proud to help build the capacity, leadership and voice of Oregon's vibrant nonprofit sector.
Before joining NAO, Jim worked for Mercy Corps both overseas and in Oregon. He has also worked for the International Organization for Migration and the American Red Cross.
He has a M.A. in Eurasian Studies from Indiana University and a B.S. in Engineering Technology from Temple University.
edited 2/6/25
This session is available to registrants only.
General Session
- Strategic Planning Must-Haves
Amy Horner, True NineAmy Horner
An accomplished executive with a track record of successfully leading collaborative strategic planning initiatives throughout her career, Amy founded True Nine in 2023 to help professionals embrace the opportunities and challenges made possible by change. She is well known for her unwavering dedication to leading authentically, celebrating change, and mentoring others.
Amy's dynamic style, combined with her eclectic career and vast experience as a mentor, gives her clients confidence that she understands the challenges and opportunities they face. Utilizing pedagogical techniques gleaned from her doctoral studies, Amy connects outcome-oriented tactics with individual situations for positive outcomes. Her clients benefit from her experiences in executive leadership and organizational transformation, network cultivation, and goal-setting strategies.
Before founding True Nine, she was the COO and CFO for multiple organizations, guiding them through periods of intense change. In these roles, she led strategic planning and innovation initiatives that resulted in diversified revenue streams, new and expanded service offerings, better brand awareness, increased market share, a more engaged workforce, and improved financial results.
Amy is a "true nine", having worn the number throughout her soccer career. Her passion for a team's ultimate success, on-field experiences, and ability to remain calm under pressure are prevalent in her client relationships, collaborative approach to strategy development and execution, and quick instincts when presented with challenges or opportunities.
Recognized by Ignition's Top 50 Women in Accounting and by LinkedIn as a Top Leadership Voice, she delights in sharing her experiences for the professional development and career advancement of others.
Amy earned her Bachelor's in Accounting from Indiana University of Pennsylvania, where she was a student-athlete on the university's first PSAC Championship Women's Varsity Soccer Team. A proud Keystone State native, Amy furthered her education with an MBA from Penn State University. She is a Doctorate in Business Administration scholar at the University of North Carolina at Charlotte, with anticipated graduation in May 2025. Her research focuses on the relationship between leadership team diversity and strategic change.
edited 2/6/25
This session is available to registrants only.
Non-Member Price $390.00
Member Price $315.00