Maximize your impact.
Nonprofits have never been more critical — or in more danger — than right now. The needs are greater, and the funding is scarcer. Keeping your nonprofit viable so it can continue to serve its mission will take careful planning and innovation.
This workshop will give you information to strengthen your processes so you can do more with less and continue to impact the community you serve. We’ll cover the new standards, provide an update on COVID-19 related programs, and give you some
new technologies to make your work easier. It’s a power-packed lineup of crucial information. Don’t miss it!
We're bringing this workshop to you!
While we are as eager as everyone to get back to "business as usual," due to the timing and space limitations in our training center, this event will be conducted as a webcast.
8:25 – 8:30 am
Welcome & Opening Remarks
8:30 – 10:00 am
Establishing Adequate Internal Controls in Small Entities
J. Michael Inzina, CPA, CGFM, CGMA • Altec, Inc. • Monroe, LA
Smaller entities frequently present difficult issues when attempting to establish internal controls, including inadequate segregation of duties, lack of formal documentation, and poorly trained staff. Does this mean adequate internal controls are not
possible? This session explores the use of compensating controls and other tools that organizations can use to make internal controls work for the small entity.
10:00 – 10:15 am
10:15 – 11:05 am
Winning the War for Talent
Frank Hopkins • Frank Hopkins Coaching LLC • Baton Rouge, LA
Helene K. Wall, SHRM-SCP • Postlethwaite & Netterville, APAC • Baton Rouge, LA
A famous boxer once said, “Everybody’s got a plan, until they get punched in the mouth.” Lately, it seems as though employers are getting punched at every turn. 2020’s punch? A global pandemic with layoffs, furloughs, and businesses in jeopardy overnight.
Even the best-laid staffing plans have been thrown right out of the ring in this round. It’s time to think differently about how you view your workforce and consider how transparency, intentional culture, and innovative
return-to-work strategies can help you prepare for the next punch.
11:05 – 11:55 am
New Not-for-Profit Reporting Standard: Pitfalls, War Stories, and Best Practices
Jose Aponte, III, CPA • Carr, Riggs & Ingram, LLC • Metairie, LA
Now that we have experienced the initial adoption of the new not-for-profit reporting standard, we will discuss some common pitfalls experienced through the initial adoption of the standard. Additionally, we will explore some best practices to continue
to capture and retain your organization’s financial information to make financial reporting a breeze.
11:55 am – 12:40 pm
12:40 – 1:40 pm
Emerging Technologies: Tools and Trends to Simplify Your Workflow
Steve Leblond • Ochsner Health System • New Orleans, LA
1:40 – 1:50 pm
1:50 – 3:20 pm
Demystifying the Schedule A Public Support Test
Brian Yacker, JD, CPA • YH Advisors • Huntington Beach, CA
This session will be dedicated to addressing the most pressing public support issues for a charitable organization. In our expert opinion, by far, the most complicated area of nonprofit law involves the public support rules and regulations for charitable
organizations, including how to optimally and accurately calculate the public support test fraction on Part II and Part III of Form 990, Schedule A to ascertain whether a charitable organization qualifies as a public
charity as opposed to a private foundation.
3:20 – 3:30 pm
3:30 – 4:30 pm
Yellow Book and Single Audit Update: What You Need to Know
Becky Hammond, CPA, CISA, CITP, CGAP • Carr, Riggs & Ingram, LLC • Metairie, LA
This session will explore an overview of the 2018 Government Auditing Standards (Yellow Book) and focus on the changes having the most likely impact on CPAs performing audits under these standards. Particular attention will be given to the changes in
the independence and competence standards as well as the impact of providing non-audit services on independence. This session will also provide information regarding the latest developments on Single Audits from the
Office of Management and Budget (OMB) and an overview of some key information that you need to know when auditing COVID-19 related programs.
Meet the Speakers
Jose Aponte, III, CPA
Carr, Riggs & Ingram, LLC • Metairie, LA
Jose has over 12 years of experience in public accounting. He has led engagement teams in the audits, agreed-upon procedures, and other assurance projects for not-for-profit organization, health care entities (federally certified health centers, hospital
service districts, not-for-profit hospitals, and for-profit surgical hospitals), and local governments.
Becky Hammond, CPA, CISA, CITP, CGAP
Carr, Riggs & Ingram, LLC • Metairie, LA
As an audit partner in the New Orleans practice unit of Carr, Riggs & Ingram, LLC, Becky utilizes more than 23 years of experience to serve clients in the governmental area. Her audit and accounting experience spans a variety of governmental entities,
including municipalities, school boards, enterprise funds, special districts, and governmental employee benefit plans. She also has many years of experience serving not-for-profit entities, employee benefit plans, and closely-held
businesses. She has issued numerous financial and compliance reports in accordance with Government Auditing Standards and OMB Uniform Guidance (formerly Circular A-133) for governmental, not-for-profit, and for profit entities,
including funding from the Department of Education, Department of Housing and Urban Development, and FEMA. She serves as an assistant governmental line leader for her entire firm, currently the 20th largest firm in the United States.
Mike Inzina, CPA, CGFM, CGMA
ALTEC, Inc. • Monroe, LA
Mike 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 12 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.
Ochsner Health System • New Orleans, LA
I am honored to currently hold the position of VP of Technology and Chief Technology Officer for Ochsner Health System. I joined Ochsner in2016 after 6 years with a health system in New York State. After serving in the military I began my technical career
began in the telecommunications and networking area with AT&T in San Francisco during the dot.com boom and moved into the healthcare industry in early 2008. I completed my bachelors and MBA at the State University of New York,
both focusing on business and finance as my concentrations. Currently I oversee all IT infrastructure for the healthcare network as well as cybersecurity and ancillary application areas.
Helene Wall, SHRM-SCP
Postlethwaite & Netterville • Baton Rouge, LA
Helene Kaiser Wall, SHRM-SCP, is an Associate Director in P&N's Consulting Services Group. Prior to joining P&N in 2012, Helene worked in human resources compliance and management for financial and healthcare organizations.
Helene's experience includes serving as the human resources risk advisor for clients in a variety of industries, such as construction, manufacturing and distribution, transportation, healthcare, governmental, financial institutions, education, restaurants,
non-profit, professional and emergency response services. Her prior roles include governmental work as liaison in the City of Baton Rouge/Parish of East Baton Rouge Mayor's Community Ordinance Enforcement Program.
In accordance with P&N's philosophy of giving back to the community, Helene is also involved with college recruiting programs, professional associations and volunteer activities.
Brian Yacker, JD, CPA
YH Advisors • Huntington Beach, CA
Brian has almost 28 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support test calculations and planning, preparation of reasonable
compensation rebuttable presumption binders and Reasonable Compensation Studies, governance best practices consultation, recommendations regarding effective Bylaws, conducting of EO Governance Check-Ups, compliance with the §501(h)
lobbying safe harbor, proper functional expense allocations, maximizing charity watchdog ratings, preparation of federal and state Tax Exemption Applications, conducting of unrelated business income revenue stream studies, preparing
state charitable solicitation registrations, managing IRS and state examinations and the proper internal and external reporting of special event fundraisers.
Brian is currently an adjunct professor for the University of California Irvine, teaching the Nonprofit Accounting course in the Master of Professional Accountancy program. Additionally, Brian serves on the Board of Directors (and Executive Committee)
for California Rural Legal Assistance (for which he serves as the Treasurer and the Chair of the Finance Committee). Finally, Brian serves on the AICPA’s EO Tax Technical Resource Panel and the AICPA Nonprofit Advisory Council.
Brian earned his Bachelors degree in Finance/Marketing from the University of Virginia and his Juris Doctor from the Indiana University School of Law (Bloomington). Personal interests include hiking and camping, sports memorabilia collecting, playing
fantasy sports, Asian cooking and spending time with his wife, two daughters and son.
We're coming to you this year!
The NFP Workshop will look a little different this year, but you’ll get the same great content you’ve come to expect from LCPA workshops. You’ll get to:
- Watch discussion leaders and view their presentations.
- Download materials to follow along and save for future reference.
- Submit questions to presenters in real time.
- Take a stretch at convenient breaks scheduled throughout the day.
So make plans to join us from the comfort of your favorite wifi-enabled location. Register today!
CPE: 8 CPE credits
Non-CPA staff of LCPA members may attend at the member rate.
To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.
To register by mail, fill out our Individual Registration Form and mail it to 2400 Veterans Blvd., Suite 500, Kenner, LA 70062.
Need to register more than one person? Fill out our Group Registration Form and email it to firstname.lastname@example.org.