A/A
Audit & Accounting
Management
Management
Tax
Taxes
Ethics
Ethics
Platinum:
Chevy Chase Bank Logo
Gold:
West, Lane & Schlager Logo
Silver:
Syscom Services
Arent Fox
Convergent Wealth Advisors
Anybill
Bronze:
KFORCE Professional Staffing Logo
Payroll Network Logo
Interested in Sponsorship?
Contact Kari Bedell
Schedule
Monday Tuesday
8:15 am - 9:30 am
The IRS Perspective on Nonprofits
CPE Hours: 1.5
Doug Shulman (Invited) 
Internal Revenue Service 
9:45 am - 11:00 am
FASB Update
CPE Hours: 1.5
Richard F. Larkin, CPA 
BDO Seidman, LLP 
11:20 am - 12:10 pm
Yellow Book Update
CPE Hours: 1
Cash Reserves / Investing Basics
CPE Hours: 1
Advanced Topics for International Entities
CPE Hours: 1
Gil Tran 
Executive Office of the President, Office of Management & Budget 
George Dunn, CIMA 
Convergent Wealth Advisors 
Patty Brickett 
Argy, Wiltse & Robinson, P.C. 
12:10 pm - 1:00 pm
Networking Luncheon
 
1:00 pm - 1:50 pm
Session TBD
CPE Hours: 1
Excel Tips and Tricks
CPE Hours: 1
How to Review the 990 with your Board
CPE Hours: 1
 
Judy Borsher, CPA, CITP 
SCG Training & Consulting Corporation 
D. Greg Goller, CPA 
KPMG, LLP 
2:00 pm - 2:50 pm
Continuing Issues with Fair Value Accounting
CPE Hours: 1
Real Estate Issues for Nonprofits "Buy vs. Lease"
CPE Hours: 1
Lobbying Rules for Not-for-Profits
CPE Hours: 1
Louis J. Mezzina, CPA 
KPMG LLP 
Richard A.  Newman 
Arent Fox, LLP 
Eric West, LEED AP 
West, Lane & Schlager 
John Pomeranz, Esq. 
Harmon, Curran, Spielberg & Eisenberg, LLP  
Deborah G. Kosnett, CPA 
Tate & Tryon 
3:00 pm - 3:50 pm
Getting the Right Disclosures
CPE Hours: 1
Risk Management Panel
CPE Hours: 1
Employee Classification
CPE Hours: 1
Louis J. Mezzina, CPA 
KPMG LLP 
Fred Leamnson, CFP 
RBC Wealth Management 
Jeffery S. Tenenbaum 
Venable LLP. 
Mike Thom 
Payroll Network 
4:10 pm - 5:00 pm
Orienting your Audit Committee
CPE Hours: 1
UPMIFA
CPE Hours: 1
IRS Workplan
CPE Hours: 1
Ted Browning, CPA 
Johnson & Lambert Co., LLP 
Anthony A. Cuozzo, Jr., CPA, CGFM 
Councilor, Buchanan & Mitchell, P.C. 
Stephen M. Clarke 
Internal Revenue Service 
5:00 pm - 7:00 pm
Networking Reception
 
The schedule of programs is currently TENTATIVE and may change prior to the event.
Check back frequently for updates as they occur.
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