AICPA Not-For-Profit Financial Executive Forum

Attend the AICPA Not-For-Profit Financial Executive Forum where NPO financial executives gather to closely examine, analyze and discuss solutions for the specific issues facing their organizations.

Industry experts provide insights and perspectives on critical not-for-profit issues as well as solutions-based training that can be immediately translated to the day-to-day operations of organizations. Designed specifically for key decision makers, this program emphasizes the strategic role of financial professionals in not-for-profit organizations. Equally important the Not-For-Profit Financial Executive Forum provides the opportunity for networking among your peers - other NPO financial executives.

Conference coverage will include:

• The Not-For-Profit in these economic times
• Impact of the stimulus package on grant monies and the regulatory environment
• Benchmarking tools
• Fundraising: spending policies
• Working with Boards
• Alternative revenue sources
• Fraud and the NPO
• Legal and Tax Updates
• 990 – one year later
• Grants: research, writing and compliance

Wednesday, November 4, 2009 - Pre-Conference Value Added Workshops (additional fee)

1:00pm - 5:15pm
Registration and Message Center Open

2:00pm - 4:45pm Concurrent Value-Added Workshops (Select one)

101. Coaching and Developing the Ideal Workforce
102. Crisis Strategic Planning and Budgetting (In These Times)

Thursday, November 5, 2009 - Main Conference - Day 1

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

7:00am - 7:50am
Continental Breakfast

New Session: Cloud Financials Improving Organizational Visibility & Accountability in an On-Demand World

7:50am - 8:00am
Change Break

8:00am - 8:10am
Welcome and Introduction Mary E. Rauschenberg, Conference Committee Chair, Deloitte Tax LLP, Chicago, IL

8:10am - 9:00am
Keynote

1. Cowboy Ethics: Getting America Back on Track James Owen, Founder & CIP, Center for Cowboy Ethics & Leadership, Austin, TX

9:00am - 9:30am
Networking Break in the Exhibit Area

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

2. Understanding Today's Credit and Lending Markets
3. American Recovery and Reinvestment Act (ARRA): Challenges and Opportunities
4. Fraud Risk Management - Why It's More Important Now Than Ever (repeated in session #13)
5. Red Flags and Resiliency

11:00am - 11:10am
Change Break

11:10am - 12:25pm Concurrent Sessions (Select one)

6. OMB Updates
7. Budget Strategies for Governmental Grant Proposals
8. Holding Your Breath With Underwater Endowments
9. Tax Update

12:25pm - 12:35pm
Change Break

12:35pm - 1:35pm
Niche Lunches (Select Main Lunch or One Niche Lunch Discussion)

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. Boards, CFOs and Auditors

L2. UBIT

1:35pm - 1:45pm
Change Break

1:45pm - 3:15pm Concurrent Sessions (Select one)

10. Investment Strategies for NFPs
11. How to Work With and Develop Boards
12. Living in the Cloud: A Nonprofit CFO's Guide to Using Cloud-computing to Cut Costs and Increase Revenue
13. Fraud - Why It's More Important Now Than Ever (Repeat of session #4)

3:15pm - 3:45pm
Networking Break in the Exhibit Area

3:45pm - 5:00pm Concurrent Sessions (Select one)

14. Form 990, Tips and Tricks and Lessons Learned (Repeated in session #24)
15. Giving Constructive Feedback
16. The Zone of Insolvency: How Nonprofits Avoid Hidden Liabilities & Build Financial Strength
17. Grant Compliance - War Stories From the Field

5:00pm - 6:00pm
Networking Reception

Friday, November 6, 2009 - Main Conference - Day 2

6:45am - 4:30pm
Registration and Message Center Open

6:45am - 8:00am
Continental Breakfast

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

18. FASB Codifications
19. Going International
20. Risk Management for NFPs
21. CFO Roundtable

8:00am - 8:10am
Change Break

8:10am - 9:00am
General Session

22. An Alternative Leadership Model for the 21st Century - Keeping your Sanity, Sense of Humor and Soul in the Workplace Kenny Moore, Director of HR and Corporate Ombudsman, KeySpan Corporation, Totowa, NJ

9:00am - 9:20am
Networking Break in the Exhibit Area

9:20am- 10:35am Concurrent Sessions (Select one)

23. Indirect Cost Rates
24. Form 990, Tips and Tricks and Lessons Learned (Repeat of session #9)
25. Navigating Through the New 403(b) Regulations and Plan Audit Requirements (Repeate in session 37)
26. Implementing Effective Strategic Planning and Budgetting in Critical Times

10:35am - 10:45am
Change Break

10:45am - 12:15pm Concurrent Sessions (Select one)

27. NFPs and the Economy - Top 10 Strategies for Survival and Success
28. Moving Employees from Compliance to Commitment: Leadership's Challenge
29. Common NFP Reporting Errors

12:15pm - 12:25pm
Change Break

12:25pm - 1:25pm Niche Lunches (Select Main Lunch or One Niche Lunch Discussion)

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. Form 990 Q & A L4. ERM Q & A

1:25pm - 1:35pm
Change Break

1:35pm - 3:05pm Concurrent Sessions (Select one)

30. Legal Updates
31. Operating Reserves
32. Succession Planning in NPOs
33. FASB Update

3:05pm - 3:15pm
Change Break

3:15pm - 4:30pm Concurrent Sessions (Select one)

34. Internal Controls for Limited Resources
35. Benchmarking Your Organization Against the Competition in Today's Environment
36. Trends in Nonprofit Fund Development
37. Navigating Through the New 403(b) Regulations and Plan Audit Requirements (Repeat of Session 25)

4:30pm
Conference Concludes

Disney's Grand Californian
1600 South Disneyland Drive
Anaheim, CA 92803

Hotel Phone: (714) 956-6425
Hotel Reservations: (714) 635-2300
Hotel Reservations – Online:
https://resweb.passkey.com/go/aicpa2009
Hotel Room Rate: $229 single/double
Hotel Reservation Cutoff Date: October 5, 2009

To purchase Discount Tickets for Disneyland (available only to conference attendees and family) please go to:
http://www.disneyconventionear.com/GCAK09A