2020: A Year for Clear Vision

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Date and Time

Location

Location

Phoenix Zoo

455 North Galvin Parkway

Phoenix, AZ 85008

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Refund Policy

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

Event description

Description

Join Henry+Horne for training on the nonprofit and government topics that will help your organization to see clearly in 2020.

Receive 7 hours of CPE.

*Space is limited*



SCHEDULE

7:30-8:00am

Registration and continental breakfast


8:00-8:10am

Welcome and announcements


8:10-9:00am

Setting Vision for Long-Term Organizational Sustainability + Action

Mary Mitchell, Deputy Director, Girl ScoutsArizona Cactus-Pine Council

Learn about Mary's role in the Virginia G. Piper Trust-Felowship program and what she has learned from it. This discussion will include what it means to bring who you are to how you lead, holding innovation as a framework for learning and growth, internal and external stakeholder engagement and more.


9:00-9:10am

Break

9:10-10:25am

*Break Out Session


10:25-10:35am

Break

10:35-11:50pm

*Break Out Session

11:50-12:50pm

Lunch

12:50-2:05pm

*Break Out Session

2:05-2:15pm

Break


2:15-3:30pm

Economic Outlook + Market Update

Michael Carlin, AIF®, President, Henry+Horne Wealth Management

Getting a clear vision into the future starts with great data to obtain an unbiased view of our economic condition. During our capital market outlook, Michael Carlin will guide the audience through where the economy came from, where it is going and share his forecast of our country's economic future. Be ready with your questions for an entertaining, interactive and exciting look at the financial world.

3:30pm

Raffle drawing and closing



*BREAK-OUT SESSION TOPICS:

There are six break-out sessions and each one will be presented twice. You have the opportunity to attend three break-out sessions. Please select the three sessions you plan to attend. *Space is limited*

New Revenue Recognition Rules: What Nonprofits Need to Know

Colette Kamps, CPA, Partner, Henry+Horne

The new standard on revenue recognition is effective for 2019. Attend this session to be prepared before your audit and learn specific revenue areas that could be affected in nonprofit organizations.

Cyber Security and Organizational Awareness

Adam Billmeyer, Lovitt & Touche

Join Lovitt & Touche, a Marsh McClennan Agency, for an interactive discussion on the evolving cyber security marketplace. Get an update on the state of cyber security in Arizona, the insurance marketplace for cyber risk transfer and preemptive strategies to identify and prevent a breach.

Common Errors in the Form 990

Steven Taylor, CPA, Manager, Henry+Horne

Tyler Croisdale, Advanced Associate, Henry+Horne

The Form 990 includes a ton of information and detailed instructions which opens you up to the possibility of errors! In this session, learn where some of the most common errors occur so that you know what to watch for and how those areas are accurately reported.


SEFA Prep

Brian Hemmerle, CPA, CFE, Partner, Henry+Horne

Nick Baldelli, Supervisor, Henry+Horne

A look at what the auditors are doing to ensure you are properly reporting your Schedule of Expenditures of Federal Awards (SEFA), including what resources are available to you and what it means to prepare a quality SEFA.


GASB Update

Aaron Funk, CPA, Supervisor, Henry+Horne

Noemi Barter, Supervisor, Henry+Horne

You won't want to miss this refresher as we get closer to fiduciary activities and lease accounting implementation. Plus, we will dive into other changes coming to the GASB and audit world.


Data Analytics + Accounting

Kevin Bach, CPA, CVA, Senior Manager, Henry+Horne

With the rapid growth in technology, organizations have started to use more than one program to track and maintain both financial and non-financial data. Using this data, which is aggregated across systems, an organization can begin to answer additional questions about their operations, provide additional visualization and begin to form predictive analytics. We will help you understand how this "big data" can be utilized and provide case studies of available projects.

Refunds will only be issued if notice is given by February 12, 2020.

To receive CPE credit, each participant must be registered for the program, and each participant must complete any prompts during the program.

If you have problems registering, please contact Chelsea Villicana at ChelseaV@hhcpa.com or (480) 839-4900.

Refunds/Cancellations/Concerns - please contact Chelsea Villicana at ChelseaV@hhcpa.com or (480) 839-4900 to cancel or request a refund.

Date and Time

Location

Phoenix Zoo

455 North Galvin Parkway

Phoenix, AZ 85008

View Map

Refund Policy

Refunds up to 1 day before event

Eventbrite's fee is nonrefundable.

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