Theresa Treadwell Scales, CPA
Controller / Robert W. Woodruff Library of the AUC , Atlanta, GA

Amy N. King, CPA
The Mount Vernon School , Atlanta, GA

Tim O'Connell, CFO
Goodwill of North Georgia, Inc. , Decatur, GA

Christina Paloski, CFO
Atlanta Opera, The , Atlanta, GA

Michael Forrester, CPA
Holy Innocents' Episcopal School , Atlanta, GA

Hear from top non-profit accountants as they discuss key challenges, trends, and best practices. Gain insights into budgeting, compliance, and financial strategy to enhance your role as a CPA in the non-profit space.

Domonic Purviance
Federal Reserve Bank of Atlanta , Atlanta, GA

Discuss recent economic and financial market trends and their potential banking and real estate implications.

William H. Minch, CPA
Carr, Riggs, & Ingram, LLC , Atlanta, GA

Cover the newly revised requirements for single audits and an up-to-date summary of what’s going on in Washington, along with recently noted pitfalls in performing single audits and how to avoid them.

Kimberly A. Bland, CPA
Smith & Howard, PC , Atlanta, GA

Nicole D. Davis, CPA
Tax Staff / Smith & Howard, PC , Atlanta, GA

Nonprofit organizations often rely on fundraising events, silent auctions, and special events to generate revenue, but navigating these activities' accounting and tax implications can be complex. This session will provide nonprofit professionals and finance teams with a clear understanding of IRS regulations, financial reporting requirements, and best practices for managing revenue and expenses related to special events.

Thomas G. Stephens Jr, CPA, CITP, CGM
Managing Partner / K2 Enterprises , Hammond, LA

Technology is equally essential in not-for-profit (NFP) organizations as in their for-profit counterparts. Yet, in too many NFPs, technology sometimes takes a back seat to other priorities. As a result, team members' efficiency and effectiveness are challenged, and internal controls suffer. Examine productivity and collaboration platforms, information security and privacy, and reporting platforms. Learn about critical upcoming changes to operating systems, the rise of cloud computing, and emerging trends that can’t be ignored.

Joanne Krueger, J.D., LL.M
PricewaterhouseCoopers LLP , Philadelphia, PA

Focus on hot topics for nonprofits in light of the ever-changing legislative environment and the increased focus on tax-exempt organizations. Receive a legislative update on key provisions that impact nonprofit organizations and the latest information available, as this is an evolving area. Discuss the state of the IRS, including its focus on tax-exempt health care organizations and compliance with 501(r). Review updates on unrelated business income and tax planning in light of market activity and siloing. 

Barry Mathis
Pershing Yoakley & Associates , Knoxville, TN

Delve into the latest AI trends reshaping accounting firms and address the critical risks associated with AI for clients. Gain valuable insights and practical strategies for leveraging AI to enhance efficiency, security and client trust. Equip yourself with the knowledge to stay ahead in the rapidly evolving accounting landscape.

Scott Solona
YOUTHCENTRIC , Powder Springs, GA

Join Scott Solana, a former vice president and group controller at Warner Media, as he shares his inspiring journey from leading a global team of 200 accountants to founding a nonprofit dedicated to youth mental health. Whether you’re contemplating a career shift or just eager to make a more significant impact in the nonprofit sector or with your clients, come prepared to be motivated to take your passion beyond the ledger.