| 9:30 am |
Opening Remarks
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| 9:40 am |
Nonprofit Industry Outlook: Trends, Challenges, and What’s Next
Chris Mouradian, CPA
Partner | BDMP Assurance, LLP
Principal | Berry, Dunn, McNeil & Parker, LLC
Katharine Balukas, CPA
Partner | BDMP Assurance, LLP
Principal | Berry, Dunn, McNeil & Parker, LLC
Gain insight into the key trends shaping the nonprofit sector—from economic shifts and workforce changes to policy updates under the current administration. This session will help you anticipate challenges, spot emerging opportunities, and align your operations for greater resilience and impact in the year ahead.
.5 CPE Credit - Specialized Knowledge
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| 10:10 am |
Break - 10 Minutes
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| 10:20 am |
Financial Compliance in Focus: Nonprofit Accounting & Tax Essentials
Presenters:
Grant Ballantyne, CPA
Senior Manager | Berry, Dunn, McNeil & Parker, LLC
Mark R. LaPrade, CPA
Partner | BDMP Assurance, LLP
Principal | Berry, Dunn, McNeil & Parker, LLC
Barbara J. McGuan, CPA
Principal | Berry, Dunn, McNeil & Parker, LLC
Melissa Magoon, CPA, MSA
Manager | Berry, Dunn, McNeil & Parker, LLC
This session breaks down the latest accounting standards and tax changes affecting nonprofits, giving you quick, practical guidance to stay compliant, prepare for audits, and manage day-to-day finances more confidently in a shifting regulatory landscape.
1CPE Credit - Tax
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| 11:10 am |
Break - 10 minutes
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| 11:20 am |
Data-Driven Impact: Unlocking Operational Efficiency Through Smarter Metrics
Jeff Stoddard, Prosci® CCP
Senior Manager | Berry, Dunn, McNeil & Parker, LLC
Chris Fanikos
Senior Consultant | Berry, Dunn, McNeil & Parker, LLC
Discover how to harness the power of your existing data to drive better decisions, increase efficiency, and support continuous improvement. This session offers a structured approach to data management, real-world nonprofit examples, and practical strategies for identifying the metrics that matter, turning data into actionable insights across your organization.
1CPE Credits
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| 12:10 pm |
Lunch - 30 minutes
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| 12:40 pm |
Trust but Verify: Strengthening Vendor Oversight for Financial and Security Resilience
Presenters:
Lindsay Francis, CISA, COBIT, ITIL, Six Sigma Green Belt
Senior Manager | Berry, Dunn, McNeil & Parker, LLC
Learn how to elevate your vendor oversight practices to safeguard your organization’s financial integrity and data security. Tailored for nonprofits, this session outlines key strategies to enhance reporting controls, mitigate risk, and build stronger, more transparent vendor relationships.
1CPE Credit
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| 1:30 pm |
Break - 10 Minutes
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| 1:40 pm |
Benefits that Work: Enhancing Workforce Stability and Financial Health
Presenters:
Kristin Courtemanche, CPA
Senior Manager | Berry, Dunn, McNeil & Parker, LLC
William G. Enck, CPA, CPC, APA
Principal | Berry, Dunn, McNeil & Parker, LLC
Explore how employee benefits can be powerful tools for workforce retention and organizational resilience. From PFML compliance to leveraging deferred compensation and optimizing SECURE 2.0 provisions, this session delivers strategic insights to help nonprofits attract top talent, plan for the future, and stay competitive in today’s job market.
1CPE Credit
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