This event will be held IN PERSON at Maritime Conference Center, and will be 6 hours of CPE.

Day 1 of this conference is IN PERSON ONLY – 6 hours of CPE.

Speaker: Daraius Irani, Ph.D., Chief Economist, RESI, Towson University

We will explore underlying economic drivers impacting the national and Maryland’s economy. The examination begins with looking at the four expenditure components of Gross Domestic Product. We examine the labor market paying special attention to the participation rates as well as exploring the impact of inflation. We will examine the impact of climate change and close with a qualitative forecast.

Speakers:  Andrew Rose, System Level Marketing Strategist, Chesapeake Sun, Byron Patrick, CPA, CITP, CGMA, VP Client Success, The B3 Method Institute, Ted Delacourt, CPA, MBA, MSTI Supervisory Special Agent, FBI Cyber Division

A successful cyber-attack has taken your organization/agency off-line. The FBI and CISA have been contacted. As you know, if this hasn’t already impacted you (either directly or indirectly), it will. When government or not-for-profit networks are compromised, what happens next? MACPA attendees have an opportunity to ask in-depth questions to those conducting these important investigations as well as others with unique perspectives on this type of potentially catastrophic incident.

Who is attacking us and why? What can we do to harden our defenses? What happens if we are attacked? These questions (and others) will be addressed in a straight-forward manner. This session is designed for the non-IT members of the leadership teams.

This session will strengthen/expand relationships with key contacts who specialize in and understand cybersecurity for the government and not-for-profit sector.

Attendees will leave knowing:

• The current (and emerging) threat actors
• The current and future means of attack
• How your employees can be your best defense
• Other simple ways to harden your organization’s profile
• Resources for who to contact (and why) before/during/after an attack

Speaker: Karl Spanbauer, CPA, Controller, Capital Area Food Bank

This course will cover practical applications of various automation and data analysis tools readily available to accounting departments, as well as inherent pros and cons of each. Tools to be discussed include: VBA, office online scripts, power query/BI, power automate, power apps, sharepoint/dataverse, and chatGPT.

Speakers: Aires Coleman, CPA, Director and Shannon Weiss, CPA, Director, CliftonLarsonAllen, LLP

Speaker: Michelle Carthen, MBA, PHR, SHRM-CP, Human Resources Director, Calibre CPA Group

Speaker: Tricia Reaver, CPA, Director, Frederick County Government

Speakers: Mike Gellman, CPA, CGMA Founding Principal Partner, Fiscal Strategies 4 NonProfits, LLC, and Paul Preziotti, CPA, Partner, JohnsonLambert, CPAs

We will explore how to help senior leadership to better understand and monitor the balance sheet and operating reserves and from an income statement point of view we will discuss the impact of overhead expenses and allocation of indirect costs and impact on the “bottom-line”. We will finish with a “Quick Takeaways” roundtable discussion covering short and intermediate cash management, monthly distribution of financial reports, and the importance of regular communications between development and finance departments.

Speaker: Brittany Packer, Client Relationship Director, Kforce, Inc.

Speakers: Darren Hulem, CISA, CEH, IT RAS Supervisor, Mac Lillard, CPA, CFE, CISA, CRISC, CITP, Senior Manager, Risk & Advisory Services and Melissa Musser, CPA, CITP, CISA, Partner and Director of Risk & Advisory, GRF CPAs & Advisors

Speaker: Mike Sorrells, CPA, Owner, Consultant, EO Tax Services, LLC

Experienced exempt organizations tax pro Mike Sorrells will discuss the “evergreen” questions that he gets every year about some of the more puzzling items on the 990.  Some of the answers may surprise you!  There will also be time for your own questions about the why and wherefore and best practices with the 990.

Speaker: Bill Sheridan, CAE, CPT, Chief Communications Officer, MACPA

Many young professionals are unprepared to meet the challenges posed by a changing and complex world. The reason? The “skills gap.” There’s a chasm between the skills they need to succeed and those they actually possess. Bill Sheridan examines the skills you will need to succeed going forward … and how to get them.

Speaker: Phil Mills, CPA, Senior Manager, Aprio

Speaker: Janette Schwartz, CPA, Partner, Cordia Partners

Speaker:  Justin Rogers, Senior Manager, Calibre CPA Group, PLLC

 This event will be held VIRTUAL and will be 4 hours of CPE.

Speaker: Jennifer Elder, CSA, CPA, Thought Leader, Business Learning Institute

Do you feel that you are multi-tasking more and getting less done? Do you work harder and longer and your “To-Do” list never gets any shorter? Well it’s time to work smarter, not harder; work less and get more done! This session will review the challenges with time management and the lies told that don’t work. We will cover solutions that are both personal and universal, and tactical and practical to power-up your productivity and leave you with more time for the important things in life – family, friends, and fun!

Speaker: Paul Calabrese, Principal, GRF CPAs & Advisors

You likely know that the Uniform Guidance was updated in late 2020, but what were the subtle and not-so-subtle changes?
The revision reflects a foundational shift to focus on enhanced, results-oriented accountability for grants and cooperative agreements based on performance. As a part of the Presidential management agenda, the revision will improve stewardship and ensure the American people receive value for Federal funds spent on various grant programs.

As a result of participating in this session, you will be able to:

• Understand the critical updates to the Uniform Guidance
• Compare the precise language changes for certain policies and procedures
• Learn the key updates organized by each revised topic
• Ability to take action to enhance an organization’s existing procedures to conform to this important update

Speaker: Tricia Reaver, CPA, Director, Federal County Government

Speaker: Tricia Katebini, CPA, MBA, Partner, GRFP CPAs & Advisors

Speaker: Heather Plitt, CPA, Technical Director, CliftonLarsonAllen LLP

This session will include an overview of GASB standards that are effective for the fiscal year ending June 30, 2022, with an enhanced focus on the accounting and reporting requirements for GASB 96 (Subscription Based Information Technology Arrangements).  Additionally, the session will include a high level overview of standards that are issued but not yet effective and other GASB activities.

Speaker: Brittany Packard, Client Relationship Director, KForce, Inc.

Speaker: Rebecca Field, CPA, CISA, CRISC, CICA, Principal, Clifton Larson Allen, LLP

Federal grant noncompliance can be a serious issue that can result anywhere from audit findings to having to return funds. Knowing and understanding the compliance requirements helps maximize the impact of every dollar you receive.  In this session, we will discuss ways that you can assess whether your entity is properly meeting its federal grant compliance requirements.    We will cover how to identify what compliance requirements are applicable to your grants, more common compliance requirement, what policies and procedures need to be in place, as well as best practices that can be used to ensure proper compliance.

Speaker: Jennifer Elder, CSA, CPA, Thought Leader, Business Learning Institute

Getting ethics right is a big deal, and ethics often requires courage. An organization’s ethics is directly connected to its reputation in the community, and solid ethical principles are crucial for the long-term success of any organization. This facilitated discussion goes beyond a lecture on ethical principles – it is a series of executive level case studies that offer participants “real time” practice in resolving dilemmas, with participants sharpening their critical thinking skills.

Speaker: Mark Robins, CPA, Partner, Aprio, LLC.

The accounting for not-for profit revenue recognition can be complex. Have I received a contribution or an exchange transaction? I believe I received a contribution, but is it conditional or unconditional? When do I record it and how? We’ll walk through the differences between contributions vs. exchange transactions. Take a deeper dive into donor-imposed conditions and restrictions, and how to identify them. We’ll also go over the 5 steps under ASC 606 applicable for exchange transitions.  After attending this session you will have a better understanding of these accounting standards.

Speaker: Paul Calabrese, Principal, GRF CPAs & Advisors

This session will show you how to build an indirect rate using one of the most widely used indirect cost rate proposal templates for the U.S. Department of Health and Human Services (HHS).can be complex.

• Have I received a contribution or an exchange transaction?
• I believe I received a contribution, but is it conditional or unconditional?
• When do I record it and how?
• We’ll walk through the differences between contributions vs. exchange transactions.
• Take a deeper dive into donor-imposed conditions and restrictions, and how to identify them.
• We’ll also go over the 5 steps under ASC 606 applicable for exchange transitions.