2022 Not-for-Profit Workshop

August 5, 2022 7:55am - 4:10pm

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Lakeway One Conference Center See NEW Parking & Other Instructions

3900 North Causeway Blvd., 2nd Floor
Metairie, LA 70002

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8.00 Credits

Member Price $279.00

Price will increase by $50 after 7/22

Non-Member Price $379.00

Price will increase by $50 after 7/22

Overview

AGENDA

7:55 – 8:00 am 
Welcome & Opening Remarks   

8:00 – 9:30 am 
Accounting and Auditing Update 
Jeremy Thibodeaux, CPA, CFE • Ericksen Krentel • New Orleans, LA 
Big changes are happening or are on the way in regard to accounting and auditing standards. Join us for this session where we assess the implications of the new standards on topics such as leases, reporting, evidence and risk assessment (just to name a few) and look ahead to what the FASB and ASB has in its pipeline as we continue to modernize accounting and auditing standards. 

9:30 – 9:45 am Break  

9:45 – 10:45 am 
A Nonprofit Forecast of a “Post-Covid” World
Beverly Thompson, PHD, CFRE • Managing Director – Carter Global • Baton Rouge, LA 
In an exciting forecast of 2022 and beyond, Beverly will discuss possible tectonic shifts in US policy and social issues — while the largest transfer of wealth in history is occurring — as well as the realities of living in a “post-Covid” world and how adaptive leadership can help you navigate the road ahead. Join us to hear why it is important to your business, employees, and community to take stock and be prepared.  

10:45 – 11:45 am 
Risk Assessment 2.0: The Revision to AU-C 315 
J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA 
It's been 15 years since the Risk Assessment Standards were effective. The Auditing Standards Board has now issued an extensive revision to AU-C 315, Understanding the Entity and Its Environment and Assessing the Risks of Material Misstatement. This session will review the major changes, including changes in terminology and practice, that will result from the revised standard.  

11:45 am – 12:45 pm Lunch (provided)

12:45 – 1:35 pm  
Four Phases of Attitude 
Steve Morgan • Motivational Speaker • New Orleans, LA  
Experience the levels of emotion and attitude change that we all go through in each and every project and relationship we enter.? Learn how to identify and monitor these attitudes in ourselves and those around us. 

1:35 – 2:35 pm  
Legislative Auditor Update for Nonprofit Organizations?
Diane Allison, CPA, CGMA, CGFO • Legislative Auditors Office • Baton Rouge, LA 
Statewide agreed-upon procedures have been reinstated and many streams of COVID funding are flowing. This session will discuss these and other topics affecting nonprofit organizations and their auditors. 

2:35 – 2:50 pm Break 

2:50 – 4:10 pm  
Best Practices in Cybersecurity 
Holly Boullion, CISA, CISM, CISSP • CapinTech • Baton Rouge, LA 
We do business in a data saturated world. Meanwhile, our reliance on third parties is increasing as data storage moves to the cloud, privacy laws and regulatory requirements loom, the work force is shifting to remote environments, and breaches and ransomware are prevalent. This seminar will discuss the challenges with securing our evolving work environments and will review cybersecurity best practices to protect your organization's and clients' information.

Designed For

This workshop is designed for accounting and finance professionals who work in the nonprofit arena and for public accountants with nonprofit clients. With an average attendance between 80-100 people, it’s a great way to expand your network. You never know who you’ll meet at an LCPA event!

Leader(s):

Leader Bios

Diane Allison

Diane Allison joined the Louisiana Legislative Auditor’s office in May 2021 as the Director of Local Government Services, having served as chief financial officer in three different local governments for a combined total of 17 years.  LLA’s Local Government Services oversees the work of more than 200 independent CPA firms that conduct over 3,600 audits and other types of engagements, prepares fiscal and actuarial notes for the Louisiana Legislature, educates local governments on governmental accounting and internal controls, and performs various advisory services. 

Diane’s areas of expertise are accounting and financial reporting, financial management, budgeting, fiscal policies, school activity funds, accounting for the expenditure of tax-exempt bond proceeds, tax and fiscal compliance, and internal controls.

Diane has over 30 years of accounting experience, including for-profit manufacturing, not-for-profit, public accounting, and local government sectors. She has been a Certified Public Accountant for over 20 years and also holds certifications as a Chartered Global Management Accountant and Certified Government Finance Officer.  In 2019 she received the Woman to Watch Award from the Society of Louisiana CPAs. 

Diane has presented at national, state, and regional accounting conferences, including the American Institute of CPAs (AICPA), Society of Louisiana Certified Public Accountants’ (LCPA), Government Finance Officers Association (GFOA), Accounting and Financial Women’s Alliance, and both the Southern and Louisiana Associations of School Business Officials. In addition, she has written articles for various professional publications. She has served on and chaired various LCPA state and chapter committees. She currently is Chair of the national GFOA Accounting, Auditing, and Financial Reporting committee; serves on the LCPA state and local Governmental Accounting and Auditing committee; President-Elect of the Accounting and Financial Women’s Alliance, New Orleans Chapter; and board member of the Women in Public Finance, Louisiana chapter.

Diane is a graduate of Benjamin Franklin High School in New Orleans and graduated Magna Cum Laude from Wright State University in Dayton, Ohio with a Bachelor’s degree in English and Accounting. She is a member of the following professional associations:

• American Institute of Certified Public Accountants
• Society of Louisiana Certified Public Accountants
• Government Finance Officers Association of the United States and Canada
• Louisiana Government Finance Officers Association (past President)
• Accounting and Financial Women’s Alliance (past President of the New Orleans chapter)
• Louisiana Association of School Business Officials
• Association of Government Accountants
• Women in Public Finance
• National Association of State Auditors, Comptrollers and Treasurers

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J. Inzina

J. Michael Inzina is founder and CEO of Audit Litigation Training and Efficiency Consulting, Inc. (ALTEC), a consulting company serving public accounting firms and other accounting and auditing organizations on matters of audit efficiency, continuing education, litigation and ethics.

Mike has been named Outstanding Instructor by the American Institute of CPAs and several state societies 13 times, and has served on several national committees, including: AICPA Professional Ethics Executive Committee, Auditing Standards Board, AICPA Independence and Behavioral Standards Subcommittee and Governmental Technical Standards Committee.

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Steve Morgan

Steve Morgan is a Motivational Speaker and Consultant.
Steve graduated from USL in Lafayette LA, with degrees in Personnel Management and Psychology. He has been a top performer with Carlson Learning Company since 1981 and was selected “The Most Promising New Human Resources Development Trainer” in 1983.

Steve has been engaged by several Fortune 500 companies to help motivate their employees to Increase Productivity and Enhance Communications and Teambuilding.
Some of his clients include Chase bank, The Federal Judicial System, Chrysler Corporation, and the United States Air Force.

He has entertained and delighted audiences throughout the United State since 1980 with an energetic, enthusiastic presentation style.

Audiences become a part of each presentation, so they leave excited and readily equipped to take on new challenges.

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Jeremy Thibodeaux

Jeremy Thibodeaux is a partner in Ericksen Krentel’s Accounting and Audit Services Section, where he oversees the quality and timeliness of services to many of the firm’s audit clients with a focus on nonprofits. During his career, Jeremy has performed audits dealing with a variety of entities in industries such as governmental, construction, retail, hospitality, tourism and professional services. He also has extensive experience in auditing governmental and nonprofit entities in accordance with the Uniform Guidance.

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Beverly Thompson

Beverly Brooks Thompson is a published academic and practitioner in the field of philanthropic leadership.  She holds a Doctorate in Human Resource Development specializing in Organizational Leadership with more than 25 years of fundraising campaign experience.  Her fundraising counsel focuses on major and mega gift strategies, leadership coaching, campaign counsel and readiness, capacity building, and organizational assessment.  Beverly combines proven advancement principles and fundraising best practices with innovative, custom-tailored strategies to assist clients in realizing their philanthropic goals.
Thompson has been licensed as a Certified Fundraising Executive (CFRE), is a Certified Advisor in 21/64 Next Generation Family Wealth and is a Master Trainer for the Association of Fundraising Professionals.  In addition, she is serves as a member of the graduate faculty (adjunct) at Louisiana State University College of Agriculture and as an adjunct faculty member at the Valdry Center of Philanthropy at Southern University in Baton Rouge, LA.

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Non-Member Price $379.00

Member Price $279.00