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AICPA Not-For-Profit Financial Executive Forum

Date: Nov 06 - Nov 07, 2008
Location: Disney's Grand Californian Hotel® & Spa
Anaheim, CA
Recommended CPE Credit: 18 (main), 3 (optional)
Pre-Conference: November 05
See Below To Add To Cart

Overview

Attend the AICPA Not-For-Profit Financial Executive Forum where the nation's top financial executives gather to closely examine, analyze and discuss solutions for the specific issues you face in your work for NPOs. With limited budgets, increased demands on accountability and incessant dependability on fundraising efforts — it's hard to know how to implement strategies and streamline processes to help your organization reach its goals. This comprehensive conference covers a broad-range of critical topics, addressed from a solutions-based point of view, to provide clarification and understanding of these important issues within the nonprofit industry.NFPFEF08

Agenda

Wednesday, November 5, 2008

1:00pm - 5:00pm
Registration and Message Center Open
Pre-Conference Value-Added Workshops (additional fee)

2:00pm - 5:00pm
Concurrent Value-Added Workshops (Select one):

  • 101 Collaboration Tools – Outlook, Groove and SharePoint
  • 102 The Redesign of Form 990 … Out with the Old, In with the New

Thursday, November 6, 2008

7:00am - 5:30pm
Registration and Message Center Open

7:00am - 8:00am
Continental Breakfast

8:00am - 8:10am
Welcome and Introduction

8:10am - 9:10am
Keynote
1 Planning and Implementing a Vision and Mission That Work

9:10am - 9:30am
Networking Break in the Exhibit Area

9:30am- 11:00am
Concurrent Sessions (Select One):

  • 2 Technology Update with a View of the Future
  • 3 Tax Update
  • 4 Grants, Contracts and Indirect Costs
  • 5 Benchmarking

11:00am - 11:10am
Change Break

11:15am - 12:30pm
Concurrent Sessions (Select One):

  • 6 The Psychology of Fraud: Why Good People Do Bad Things
  • 7 Not-For-Profit Industry Update (repeated in session 11)
  • 8 The Top Ten Issues with the New Form 990: What Every CFO Should Know
  • 9 Preparing for a Government Audit

12:30pm - 12:45pm
Change Break

12:45pm - 1:45pm
Lunch: Attendee Choice: Main (sit-down) lunch or a choice of two niche discussion sessions. Niche discussions are self-directed, independent discussions on the topic area noted. There will be a facilitator in each room. NO PRE-REGISTRATION FOR THE NICHE LUNCHES WILL BE ACCEPTED. Seating is limited to the first 50 attendees per topic at the door.

206 Main Lunch Or Choice of Networking Niche Discussions:

  • L1 Governance: Stories from the Field
  • L2 Tax Issues Q&A

1:45pm - 2:00pm
Change Break

2:00pm - 3:30pm
Concurrent Sessions (Select One):

  • 10 The CFO as Superhero
  • 11 Not-For-Profit Industry Update (repeat of session 7)
  • 12 Form 990: It’s More than Just a Tax Return (repeated in session 35)
  • 13 Vendor or Subrecipient - What Are We? What Are They?

3:30pm - 4:00pm
Networking Break in the Exhibit Area

4:00pm - 5:15pm
Concurrent Sessions (Select One):

  • 14 Investment Strategies for Trying Times (repeated in session #33)
  • 15 How To Develop Your Board – A Panel Discussion
  • 16 Navigating Today’s Internal Controls & Risk Assessment Environment
  • 17 Non-Profit Fraud: The Ethical Failures of Our Boards

5:15pm - 7:00pm
Networking Reception

Friday, November 7, 2008

7:00am - 4:30pm
Registration and Message Center Open

6:45am - 8:00am
Continental Breakfast

7:00am - 8:00am
Early Riser Sessions (Select One):

  • 18 Business Intelligence: Are You Making the Most of Your Financial Data?
  • 19 Uniform Prudent Management of Institutional Funds Act (UPMIFA)
  • 20A Lobbying, New Rules – New Challenges
  • 20B FASBefore Breakfast: A Morning Session on the FASB Codification

8:00am - 8:15am Change Break

8:15am- 9:45am Concurrent Sessions (Select One):

  • 21 Total Financial Resource Development – Maximizing Fundraising for Not-for-Profit Organizations
  • 22 Why You May Need have an Internal Audit Function, But Just Don’t Know It?
  • 23 Building Bridges through Cultural Diversity and Cross-Cultural Communication
  • 24 What Does Good Governance Mean?

9:45am - 10:15am Networking Break in the Exhibit Area

10:15am - 11:45am Concurrent Sessions (Select One):

  • 25 State of the Economy and It’s Effect on the Not-for-Profit
  • 26 Endowments: Complex Issues and Strategies
  • 27 Strategic and Compliance Considerations for Executive Total Rewards in Tax Exempt Organizations
  • 28 Staying Ahead of the FASB Curve

11:45am - 12:00pm Change Break

12:00pm - 1:00pm
Lunch
: Attendee Choice: Main (sit-down) lunch or a choice of two niche discussion sessions. Niche discussions are self-directed, independent discussions on the topic area noted. There will be a facilitator in each room. NO PRE-REGISTRATION FOR THE NICHE LUNCHES WILL BE ACCEPTED. Seating is limited to the first 50 attendees per topic at the door.

207 Main Lunch Or Choice of Networking Niche Discussions:

  • L3 Accounting Forum
  • L4 Form 990 Q&A

1:00pm - 1:15pm
Change Break

1:15pm - 2:30pm
Concurrent Sessions (Select One):

  • 29 The Green Movement – From Core Principals to What Leading Edge Organizations are Doing About It
  • 30 Advanced Issues in Accounting for Contributions
  • 31 Top 10 HR and Benefit Challenges
  • 32 Truth and Deception: Ultimate Disclosure (Repeated in session 34)

2:30pm - 2:45pm
Change Break

2:45pm - 4:15pm
Concurrent Sessions (Select One)

  • 33 Investment Strategies for Trying Times (repeat of session 14)
  • 34 Truth and Deception: Ultimate Disclosure (repeat of session 32)
  • 35 Form 990: It’s More than Just a Tax Return (repeat of session 12)
  • 36 Developing & Implementing High Performance Teams

4:15pm
Conference Adjourns

Location

Disney's Grand Californian Hotel® & Spa
1600 S. Disneyland Drive
Anaheim, CA 92803

Hotel Phone: (714) 635-2300
Hotel Reservations: (714) 956-MICKEY
Hotel Room Rate: $229 single/double
Hotel Reservation Cutoff Date: October 6, 2008

Disney's Online Ticket Store
Customized for the AICPA Not-for-Profit Financial Executive Forum

Please visit the online Ticket Store at http://www.disneyconventionear.com/AIofCPAs which is customized for the AICPA Not-for-Profit Financial Executive Forum.

Benefit from the convenience of online pre-purchasing of discounted ticketsfor both Disneyland® Park and Disney’s California Adventure  various ticket offers available.Print tickets at home…skip the lines at the Theme Park ticket window – save money and plan your free time with family and friends.

Note: These special tickets and savings are available only to attendees and their guests for the following range of dates: 11/1 to 11/15.

AICPA Ticket store closes at 9:00pm PST on 10/31. Please note these discounted tickets will not be available onsite at the park.

Optional Workshops

Purchase Below Collaboration Tools – Outlook, Groove and SharePoint

Date: November 05, 02:00 PM - 05:00 PM
Session Price: $200.00
Session Code: 101
CPE Credits: 3
In today’s de-centralized, on-demand economy, being able to work in real-time with team members and clients in remote locations is more critical than ever. Fortunately, a new breed of technology tools such as SharePoint, Groove, and Google Docs make it easier than ever to achieve the results you demand with unprecedented ease. This session also shows Microsoft Outlook and management techniques that, when combined, will enable you to use technology to fight back against information overload.

Purchase Below The Redesign of Form 990… Out with the Old, In with the New

Date: November 05, 02:00 PM - 05:00 PM
Session Price: $200.00
Session Code: 102
CPE Credits: 3
Just when you thought you knew what the IRS wanted on Form 990, they changed the form and all its rules. Form 990 for 2008 has been redesigned. No longer a 9 page form with 2 schedules, it is now an 11 page form with up to 16 schedules. The IRS has stated that the redesign of Form 990 is the biggest redesign the form has seen in over 40 years. Join us for an indepth walk-through of the form and its schedules.

Early Bird
(Register by 09/22/08)
Product Code: NFPFEF08
Regular: $1000.00
AICPA Member: $800.00
Your Price: $1000.00

Check box(es) to select sections

Collaboration Tools – Outlook, Groove and SharePoint
Pre-Conference
November 05, 02:00 PM - 05:00 PM
Session Code: 101
CPE Credits: 3
Session Price: $200.00
The Redesign of Form 990… Out with the Old, In with the New
Pre-Conference
November 05, 02:00 PM - 05:00 PM
Session Code: 102
CPE Credits: 3
Session Price: $200.00
To receive your AICPA member discount, Sign In now, or Register using your AICPA membership number.

Christopher Cox
Chairman of the Securities and Exchange Commission
AICPA SEC and PCAOB Conference
Choose the Standing Order Option and get these discounts on your initial purchase:

Publications--10% discount
CPE Self-Study--20% discount

Each new future annual edition will then be automatically shipped to you at a 10% discount.