Flexible budgeting is critical in light of the increased uncertainties we are all experiencing during a global pandemic. Financial sustainability often depends on a well-prepared and continuously monitored budget. Conversely, a poorly developed budget can diminish mission-focused activities and opportunities and threaten long-term success. In this session, Calibre CPA Group Partner, Karen Roche, CPA, will provide attendees with expert advice on budgeting to achieve financial leadership. We start with an overview of budgeting basics defining terms such as bottom-up, top-down, and zero-based budgeting but focus most of the session on defining uncertainties, setting goals, formulating budget assumptions and monitoring results.

Speaker: Karen Roche, CPA

**This session has been previously prerecorded.

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Speaker: Dan Stern and Joey Shrift

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Speaker: Sean Walker, CPA, CFE, CGFM, CGMS

If you’ve decided that working from home works for you, there are skills and awareness you need to cultivate for ongoing success. How will you keep growing your career? What are some unintended consequences of working from home you’ll need to manage for? How will you ensure that your work from home preference is also working for your team, manager, company and clients. Set yourself up for total success to truly succeed at working from home.

Speaker: Kassi Rushing, APR

**This session has been previously prerecorded.

This session will cover long term planning and performance measurement beyond just financials.

Speaker: Jeffrey A. Jacobson, CPA, Esq.

This session, in addition to providing a brief overview of the new GASB lease standard, will provide helpful tips and suggestions for both financial statement preparers and auditors. We will cover how preparers can best ensure their lease schedules are complete and accurate, and how auditors can efficiently and effectively audit their clients’ schedules and assist their clients with implementation.

Speaker: Heather Plitt

Reopening your facilities may seem like a dream or a nightmare. And it can be both! Avoid the reopening rollercoaster with thorough planning. To guide your reopening strategy, this session will provide you with a checklist that covers ten key areas that employers will need to understand and consider in their planning. Remember failing to plan is planning to fail!

Speaker: Jennifer Elder, CPA, CMA, CIA, CFF, CGMA

**This session has been previously prerecorded.

The presenters will discuss the “evergreen” questions they get every year from clients about the 990 and related schedules. Some of the answers are very simple but others are a little complex or esoteric. They invite you to also ask those questions which always have been bothering you about the 990. This presentation may eliminate a bit of that head scratching!

Speakers: Mike Sorrells, CPA and Sara Smith

Tests of controls are a required step by auditors performing a Single Audit under Uniform Guidance (Subpart F of 2 CFR 200). However, quality studies have shown that auditors routinely come up short with the requirements by either not performing these tests or not designing and executing them within the standards. This session will take the mystery out of the process and give practical approach to testing controls as it relates to the 12 compliance requirements of UG and minimum sample sizes contained within the applicable audit and accounting guide.

Speaker: Thomas Sneeringer, CPA

**This session has been previously prerecorded.

This course will walk you through the updated OMB Compliance Supplement Addendum released in December 2020. We will review the Addendum and what the changes mean to both the auditor and the auditee as well as look at useful tools and tips in maneuvering through requirements. This course will also look at the applicability of COVID-19 related funding and address the key areas updated from the original Compliance Supplement released in August 2020.

Speaker: Tricia Reaver, CPA

Are you responsible for presenting financial information to your organization, business associates, or clients? If you’re a CEO, CFO, CPA, financial analyst or a manager needing to communicate financial information in an impactful way, this workshop will give you the necessary tools to tell more effective stories with your financial data. It is imperative in this fast-paced business environment, accountants need to gain a high-level understanding of the technology advances to help them focus their time on finding the story behind the numbers. Bring financial information to life and use it to communicate a story to an audience, with a focus on simplicity and ease of interpretation. This is accomplished through a mix of financial data, visualization, storytelling theory, best practices, and practical application.

Speaker: Peter Margaritis, CPA, CGMA, CSP

**This session has been previously prerecorded.

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Speakers: Trevor Williams, CPA, Omid Mohebbi, CPA, and Cormekki Whitley

FASB’s Accounting Standards Update (ASU) 2020-05 – Revenue from Contracts with Customers (Topic 606) is shaking up how nonprofits recognize and report revenue. Whether you are a CEO, finance staff, or membership engagement staff, this presentation will explore how nonprofits are implementing Topic 606.

Participants will come away with a better understanding of the complexities of revenue recognition and the knowledge nonprofit financial professionals need to reasonably report on revenue recognition under the new ASU.

Our presenters will lead a discussion focused on:

• The 5-step process to record revenue with contracts with customers
• Practical expedients available to certain entities
• Best practices for implementation

Speakers: Ricardo Trujillo, CPA, CITP, CISA and Alejandra Jensen, CPA, CFE

**This session has been previously prerecorded.

Last November the Uniform Guidance had its first revision.  The biggest changes impacted the procurement standards with minor changes to sub-recipient awards and monitoring.  We will provide the rule changes and practical insights to help you navigate the changes to procurement, and other important areas such as closeouts, new procurement restrictions, and the PTE’s responsibilities to negotiate an indirect rate with their sub-recipients.

Speaker: Paul Calabrese

Although a simple tool, the After Action Review is a highly effective technique that can be used to review almost anything—technology projects, product launches, audit engagements or marketing campaigns. The goal is to assess what really happened compared to what was planned and expected. As a result, teams can build learning into their processes to drive ongoing improvement, avoid repeating mistakes, and, learn to pre-solve predictable problems to improve client service.

Speaker: Kassi Rushing, APR

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Speaker: Dave Cotton, CPA CFE, CGFM

During this session we will share best practices for building social media, engaging colleagues and potential clients, as well as social media pitfalls and dangers to avoid.  We will discuss how to use photos/videos, professional biographies, splash cards, hashtags and other social media tools to increase your professional social media presence.  You will hear from social media experts on how to build and optimize a LinkedIn profile, how to professionally navigate Snapchat, Instagram, and Facebook and how to achieve social media search prioritization.

Speakers: Kyle Brown, CPA, CGFM, CISA and Heather Brown

The pandemic created a challenging environment for many organizations. Some are finding their ability to continue as a going concern while meeting their obligations as they come due in doubt. We will discuss the going concern topic as it pertains to requirements in financial reporting. Additionally, we will learn about the responsibilities of management as well as the auditor relevant to the fair presentation of the financial statements and disclosures.

Speaker: Julien Decosimo, CPA

There are many different qualities that an effective leader must possess such as integrity, vision and a sense of humor, to name a few. These leadership skills get transformed into one’s own style of leadership, and those styles vary from former President Ronald Reagan to Steve Jobs. This program will explore leadership through a different lens by incorporating the principles of improvisational comedy, the power of networking and the diversity of generations in the workplace. In addition, we will discuss how to conquer the fear of public speaking and ways to inspire our creativity.

Speaker: Peter Margaritis, CPA, CGMA, CSP

**This session has been previously prerecorded.

Nonprofit leaders have always faced a unique set of challenges: how to do the most with less, how to serve constituents, and how to comply with an ever-growing, ever-changing, endless array of varied reporting requirements. Digital transformation is upon us, and with it comes an even greater need for the nonprofit leader to understand and make critical decisions with data in as close to real-time as possible. Join us for this lively discussion on the digital transformation of nonprofit accounting, along with a demonstration of technology to help your organization excel in the digital age.

Speaker: Jim Norton, CPA

We will cover the pros and cons of having a Federal grant or cooperative agreement.  There will be a discussion around different scenarios as to whether you can negotiate a NICRA rate with an agency or negotiate an indirect rate with your Pass-Through Entity.  The de minimis rate will be explained.  We will also include a discussion regarding PPP loan forgiveness and its impact on the F&A indirect cost pool or directly to a Federal award.  We will hit on problematic sub-recipients, fixed amount awards and a list of changes to the revised Uniform Guidance.

Speaker: Paul Calabrese

**This session has been previously prerecorded.

This session will be a live panel discussion: Best practices and lessons learned from a fully remote audit environment. We will hear from both auditors and auditees from the Government and Not –for –Profit arenas. Our discussion will include how our audits have gone over the past year, what they would change, and what they consider best practice tips and tricks! We will gather questions from the audience and take in a live discussion. You won’t want to miss the learning experience!

Moderator: Tricia Reaver

Panelist:

Erin White, CPA (Frederick County Government- government auditee)
Nicole Prorock, CPA (Non-profit auditee)
Foula Mastrovasilis, CohnReznick
Kyle Brown, CPA, KPMG (Federal audits)

The 2018 Yellow Book revision is the biggest overhaul of the Yellow Book standards since 2011. This session explains the new standards, as well as prepares practitioners to implement the new Yellow Book. We will be covering topics related to independence and peer review, CPE, and other changes of Government Auditing Standards effective for financial audits, attestation engagements and reviews of financial statements for periods ending on or after June 30, 2020 (please note the emphasis on this session will be on financial audits).

Speaker: Tricia Katebini, CPA, MBA