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Thursday, May 4, 2023 In-personSouthwest Jersey Chapter

Not for Profit Update (E2305129)

8:00 AM - 12:00 PM EDT

Registration: 7:00 AM EDT

Riverton Country Club

1416 Highland Ave
Cinnaminson , NJ 08077

4 CPE Credits in AA

OVERVIEW

In an ever-evolving financial reporting environment, nonprofit accountants and auditors need to remain current on auditing standards, accounting pronouncements and approaches to internal controls.

DESIGNED FOR

  • Any accountant currently working at or auditing a nonprofit organization or someone starting in the industry
  • Board members of nonprofit organizations

BENEFITS

Learn about auditing standards, accounting pronouncements and approaches to internal controls that are specific to the nonprofit industry.

HIGHLIGHTS

This session will cover the following topics:

  • Latest updates to accounting standards related to nonprofits
  • Approaches to audits and internal controls in the nonprofit industry
  • Discussion of the financial reporting environment for nonprofits

COURSE LEVEL

Basic

PREREQUISITES

None

ADVANCE PREPARATION

None

INSTRUCTORS

Beth Dougherty

Beth Dougherty, Esq.

Senior Associate

Laura Solomon & Associates

Beth Dougherty, Esq., is a Senior Associate at Laura Solomon & Associates, where she advises nonprofit, tax-exempt organizations on all aspects of their activities, including formation, tax-exempt status, board governance, federal and state laws and regulatory compliance, mergers, affiliations, and charitable solicitation registration compliance. Ms. Dougherty has extensive experience working with a wide range of charitable organizations, including grassroots,
environmental, and educational groups.

Ms. Dougherty previously practiced law with LS&A as its first Associate and returned after several years with the City of Philadelphia’s Community Schools Program (“PCSP”). At
PCSP, Ms. Dougherty worked as the Community Schools Coordinator in a K-8 public school in South Philadelphia, coordinating community partners and working with staff from various City agencies and departments to provide programming for students, families, and community members. She also served as the Health Projects Coordinator at Children First, a child advocacy organization serving children and families in the Greater Philadelphia Region. During her time at Children First, she facilitated the Delaware County Lead Poisoning Prevention Coalition and managed Give Kids a Smile Week and Give Kids Sight Day, annual events that provided free vision and dental care to uninsured and under-insured children in the region.

Earlier in her career Beth worked for Temple University as Director of Planned Giving for the Beasley School of Law and as a legal advisor to the University’s Office of Institutional
Advancement. She was also an Associate at Wolf Block and at Feldman & Feldman, where her practice was focused on trust and estates law. Ms. Dougherty is a member of the Pennsylvania Bar Association and received her B.A.from New York University and her J.D. from the Temple University Beasley School of Law.

Laura Solomon

Laura Solomon, Esq.

Founder

Laura Solomon & Associates

Laura N. Solomon, Esq. is the founder of Laura Solomon & Associates.  LS&A is a law firm devoted to the representation of nonprofit, charitable, and other tax-exempt organizations and philanthropic planning for individuals.  Ms. Solomon and her associates serve as outside, general counsel to hundreds of organizations, providing a full range of corporate and tax legal services that include representation for mergers, joint ventures, affiliations, and complex financings.  LS&A clients include public charities and private foundations, community foundations, museums, hospitals, schools, religious groups, business, environmental, animal welfare, amateur sports organizations, social clubs, and political action committees.  These organizations range in size from small start-up organizations to large health systems and multi-national charities that conduct international grant making.

Ms. Solomon currently serves as a United States delegate to the Financial Action Task Force, is a member of the Charity Working Group of the U.S. Treasury Department and the Tax-Exempt Organizations Subcommittee of the American Bar Association, is a member of the Charitable Organizations Committee of the Pennsylvania Bar Association, a Planner of Endowment, Foundation, and Philanthropy Conference of the Philadelphia CFA Society and a Faculty member of the Nonprofit Institute of the Pennsylvania Bar Institute.  She is a Wexner Heritage Program Fellow and is quoted frequently in the media and lectures often nationally and internationally for lawyers, accountants, and other professional and community groups on issues impacting the charitable sector and philanthropic individuals.  Ms. Solomon also lectures at the LaSalle University Nonprofit Center, the University of Pennsylvania, and Villanova, Drexel, and Temple Universities.

Prior to starting her firm, Ms. Solomon was associated with Ballard Spahr Andrews & Ingersoll, LLP.  She is a member of the Bar Associations of New Jersey and Pennsylvania and received her B.A., magna cum laude, from Tufts University and her J.D. from the University of Pennsylvania.  You can find more information about her practice along with links to helpful information on nonprofits at her website: www.LauraSolomonEsq.com.

Glen Walton

Glen J. Walton, CPA

Partner

Bowman & Company LLP

Glen J. Walton, CPA, partner with Bowman & Company LLP in Voorhees, has been a member of the NJCPA since 1988. He is a member of the Governmental Accounting & Auditing Interest Group and the Chapter Operation Committee, and has been a member of the board of the Southwest Jersey Chapter Board of Directors since 2014. At Bowman, he is an audit partner serving social service organizations, health care organizations, affordable housing agencies and various other not-for-profit and governmental organizations. Glen earned his Bachelor of Science in Accounting from St. Joseph's University. Glen and his family reside in Moorestown.

PRICING

$75.00 - Member

$95.00 - Nonmember

$0.00 - Pass Holder

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

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