Name: 2020: A Year for Clear Vision
Start: 2020-02-13T08:00:00-07:00
End: 2020-02-13T15:30:00-07:00
Location: Phoenix Zoo

2020: A Year for Clear Vision

Henry+Horne

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*
 
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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 Scouts—Arizona 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.

2020: A Year for Clear Vision

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2020: A Year for Clear Vision

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