GOVERNMENT & NONPROFIT

NOTE: All programs will be livestreamed unless otherwise noted.

Sept. 28 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

Governmental & Not-for-Profit Annual Update (GNAU)

Martin J. Birr, CPA, CMA, CIA, MBA, Trustee Lecturer in Accounting, Kelly School of Business at Indiana University

Change is inevitable and at times overwhelming if you are unprepared. Ensure you are current in governmental and not-for-profit accounting and auditing. This update course is designed to prepare you for the latest accounting and auditing developments affecting governments and not-for-profits and give you the tools to implement the new standards.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

$30 AICPA member discount

Level of knowledge: Update

CPE credit: 8 credits

Developed by: AICPA

Oct. 23 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

A Complete Guide to the Yellow Book (CGYB)

Diane E. Edelstein, CPA, Partner, Maher Duessel

If you work with governments and notfor-profits, a thorough understanding of the Yellow Book is essential. This course will equip you with a comprehensive knowledge of the Yellow Book requirements and increase your confidence and proficiency in performing Yellow Book audits. The course materials utilize a highly illustrative and innovative format, including over 20 focused exercises on key practice issues.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning

CPE credit: 8 credits

Developed by: Surgent

Oct. 26 | Open 8 a.m.

Program 8:30 a.m. – noon

Real-World Frauds Found in Not-forProfits (CL4RFNF)

Anne Marchetti, President, Account-Ability Consulting

Due to the nature of not-for-profit organizations (NFPs), fraud may be more common than it seems. Through a comprehensive learning approach using real-world examples, explanations of audit standards and informative case studies, learn how to recognize red flags of fraud in NFPs, including cyberfraud. This course analyzes several unique frauds that have occurred in the NFP industry.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate

CPE credit: 4 credits

Developed by: AICPA

Oct. 26 | Open noon Program 12:30 – 4 p.m

Real-World Frauds Found in Governments (CL4RFGO)

Anne Marchetti, President, Account-Ability Consulting

Frauds in governments are as unique as government entities themselves. Through a comprehensive learning approach using examples, explanations of audit standards and informative case studies, learn about real-world government fraud, including cyberfraud, and your responsibilities when dealing with government fraud. This course analyzes several unique frauds that have occurred in the government sector.

Registration:

$199 member | $249 nonmember

$175 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Intermediate CPE credit: 4 credits

Developed by: AICPA

Nov. 8 | Open 8 a.m. Program 8:30 – 10:10 a.m.

Found It! Reporting Findings in Yellow Book & Single Audits (FOT2)

Diane E. Edelstein, CPA, Partner, Maher Duessel

When auditors detect findings in Yellow Book and single audits, they do not just communicate them in a letter to management—they report them! In this course, we will examine what types of findings get reported, how they get reported and where they get reported. This course will take you from just checking a box and fulfilling a requirement to developing and delivering findings that make a meaningful difference to your clients.

Registration:

$99 member | $125 nonmember

$89 retired, part-time, unemployed/ leave-of-absence

Level of knowledge: Update CPE credit: 2 credits

Developed by: Surgent

Sept. 29 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

Form 990: Best Practices for Accurate Preparation (FORM9)

Jeanette Bax-Kurtz, CPA, Director of Notfor-Profit & Regulatory Services, Mueller Prost

In basic terms, Form 990 is the annual federal return that is required to be filed by all types of exempt organizations. The course takes the participant through the basics of Form 990. It covers the complete form and all the accompanying schedules. The course goes line by line through the Form 990 and offers explanations and tips for accurate completion. Participants will gain an understanding of the tax and practical points essential to completion of the Form 990, which has a 12-page core form and 16 schedules.

Registration:

$369 member | $469 nonmember

$319 retired, part-time, unemployed/ leave-of-absence

$50 early bird discount if registered & paid 30 days prior to program

Level of knowledge: Beginning

CPE credit: 8 credits

Developed by: Surgent

Oct. 25 | Open 8 a.m.

Program 8:30 a.m. – 4 p.m.

Courtyard by Marriott La Crosse Downtown/Mississippi Riverfront, La Crosse

Annual Federal Tax Update (PTU)

Bruce Nelson, CPA, MA, Director of SALT, EKS&H LLP