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Thursday, December 7, 2023 Live Webcast

Nonprofit Conference (E2312010)

8:00 AM - 3:30 PM EST


7 CPE Credits in MC


Stay ahead of the curve amid increased scrutiny of single audits, new standards, prevailing risks and recent trends affecting audit quality in the nonprofit sector.


CPAs and financial professionals working for nonprofit organizations or representing nonprofit clients.


Understand accounting, tax and other factors impacting nonprofit organizations.


8-9:15 a.m.
FASB Update (1.5 AA)
Jeff Mechanick, Assistant Director - Financial Accounting Standards Board
This session will provide updates on the most important developments in GAAP affecting nonprofits and share what’s on the horizon to help keep you ahead of the curve. Topics that will be discussed include new and pending pronouncements (ASUs), especially on crypto assets; implementation issues on recent standards, especially on leases and credit losses; current financial reporting issues; and noteworthy current FASB projects, such as on software development costs.

9:30-10:20 a.m.
Hot Topics in Nonprofit Accounting and Auditing (1 AA)
Alex Buchholz, CPA, M.B.A., CGMA - PKF O'Connor Davies
This session will bring you up-to-speed on important matters including:
  • New lease standard and implementation
  • Recently issued auditing standards
  • Single audit update
  • Current expected credit losses (“CECL”)

10:30-11:20 a.m.
Breakout Sessions (Choose One)
1A. Single Audit Update (1 AA)
Catherine Syslo, CPA – CohnReznick
This session will cover the latest news and updates surrounding single audits. Topics will include important information from the 2023 Compliance Supplement, proposed changes to the uniform guidance and other important single audit reminders and updates.

1B. Nonprofit Tax Topics and Energy Credits (1 TX)
Jola Tuck, CPA, MSA - CohnReznick
Has your nonprofit had a compliance check-in this year? As we head toward the end of the year, it’s a great time to take a step back from the day-to-day and check whether your organization is caught up on the latest tax issues. This session will provide insight on the latest tax topics nonprofits should be aware of, including a roundup of the new energy credits.

11:20 a.m.-11:50 a.m.
Lunch Break

11:50 a.m.-12:40 p.m.
Breakout Sessions (Choose One)
2A. New Audit Standards (1 AA)
June Toth, CPA, CFF, CITP, CGMA – WilkinGuttenplan
Details coming soon

2B. Preparing for an IRS Audit of Form 990 (1 TX)
Brian Yacker, CPA, JD - Baker Tilly
This session will help prepare you if you or your clients have been selected for a Form 990 audit. Topics include insights into the IRS audit process, how organizations are selected for an audit and strategies for successfully managing an audit of Form 990.

12:50-2:05 p.m.
AI and the Metaverse's Effect on Nonprofit Enterprises (1.5 SK)
Dr. Sean Stein Smith, CPA, CFE, CGMA, CMA, DBA – Lehman College
Details coming soon

2:20-3:10 p.m.
IRS Criminal Investigations (1 SK)
Special Agent Robert Glantz - Internal Revenue Service
Learn about IRS Criminal Investigation and its role within the IRS. Topics will include the types of cases it investigates, how it becomes aware of possible criminal activity and investigative techniques used to conduct investigations.




Alexander Buchholz

Alexander K. Buchholz, CPA, M.B.A., CGMA

Audit Partner

PKF O'Connor Davies, LLP

Alex is an audit partner in the Not-for-Profit and Health Care practices of PKF O’Connor Davies, LLP. He has eighteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and single audits conducted in accordance with the Uniform Grant Guidance. Alex is also an adjunct professor of accounting at the City University of New York. He serves on a number of professional and academic affiliations and is a board member of the New York State Education Department State Board for Public Accountancy. He has authored articles on accounting, audit, tax and education and he has presented on both a professional and academic level.

Robert Glantz

Robert Glantz

Public Information Officer

Internal Revenue Service

Robert Glantz began his Internal Revenue Service career in 1991 as a tax fraud investigative aide with the Criminal Investigation Division. He was promoted to the Special Agent position in 1993. Criminal Investigation serves the American public by investigating potential criminal violations of the Internal Revenue Code and related financial crimes in a manner that fosters confidence in the tax system and compliance with the law.

Special Agent Glantz is currently the public information officer for IRS Criminal Investigation's, Newark Field Office, disseminating noteworthy information to the public. Special Agent Glantz frequently speaks about IRS-Criminal Investigations to professional organizations, as well as college and high school students.

Prior to becoming the Public Information Officer, Special Agent Glantz spent 10 years specializing in public corruption investigations pertaining to tax matters and related financial crimes. He has also participated in a myriad of other tax fraud investigations, including those of unscrupulous tax return preparers, individuals who embezzled funds from their employers, as well as business owners skimming cash from their businesses.

Jeffrey Mechanick

Jeffrey D. Mechanick, CPA, CGMA

Assistant Director

Financial Accounting Standards Board

Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).

Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group.

Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs. He is also an adjunct instructor in Columbia University’s MS program in Nonprofit Management.

Various Speakers

Various Speakers

Sean Stein Smith

Sean D. Stein Smith, CPA, CFE, CGMA, CMA, DBA

Assistant Professor

Lehman College

Sean is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors. Sean is the host of the NJCPA TechTalk Podcast, a past leader of the NJCPA Emerging Technologies Interest Group and a member of the NJCPA Board of Trustees. He is a professor at the City University of New York - Lehman College.

Catherine Syslo

Catherine Syslo, CPA


CohnReznick LLP

Catherine Syslo is a Partner in CohnReznick’s national assurance practice, specializing in audits of not-for-profit organizations including Uniform Guidance. A licensed CPA in New York and New Jersey, she provides technical accounting and auditing expertise to engagement teams and clients and has more than 30 years of experience in public accounting and the private sector.

Catherine is a member of the firm’s Not-for-Profit Education and Thought Leadership Committee, serving as a national instructor. Outside of the firm, she is a frequent lecturer on not-for-profit accounting standards, Uniform Guidance, single audits, and other topics impacting the not-for-profit industry. She has recently spoken at the NYSSCPA, NJCPA, and GWSCPA nonprofit conferences.

Catherine received the 2021 NJCPA Woman to Watch Award which recognizes the success of women NJCPA members for both their leadership and commitment to fostering the success of their colleagues. She is a prior recipient of the NJCPA Volunteer Award based on her contributions to the NJCPA, her local community, and accounting students.

June Toth

June M. Toth, CPA, CFF, CITP, CGMA



June is a principal at WilkinGuttenplan and is the president-elect of the NJCPA for the 2024/25 term. She has been a member of the NJCPA since 1995 and has served in a variety of capacities, including the Peer Review Executive Committee, Strategic Planning Committee and Volunteer Relations Committee, and was chair of the NJ-CPA-PAC Board of Trustees, chair of the Committee Operations Committee and vice leader of the Business Valuation, Forensic & Litigation Services Interest Group. She is also an active participant in the Accounting & Auditing Standards and Nonprofit interest groups. Before WilkinGuttenplan, June was the managing member of zbt Certified Public Accounting & Consulting, LLC. She is a former treasurer of Garwood Municipal Library; a recipient of NJCPA’s Volunteer Award in 2018 and its Women to Watch Award in 2019; one of New Jersey Monthly’s Leading Women in 2015 and one of NJBIZ Accounting Power 50 from 2020 to 2022.

Jola Tuck

Jola Tuck


CohnReznick LLP

Jola Tuck is a tax director at CohnReznick focusing on not-for-profit and tax-exempt organizations. She began her public accounting career in 2006. Jola specializes in critical issues unique to tax-exempt organizations including unrelated business income tax and obtaining and maintain tax-exempt status.

Brian Yacker

Brian Yacker, CPA, J.D.

Baker Tilly

Brian, a tax partner in Baker Tilly’s Orange County, California office, specializes in not-for-profit organizations. Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of not-for-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids and veterans' organizations.