Thursday, January 23, 2020 – Thursday, January 23, 2020 | 8:30am – 4:35pm

Broadcast: Nonprofit Conference

Register Here

This is the Broadcast Nonprofit Conference:

For more information please contact Katlyn Ribeiro at


For the in-person version of this conference click here


8:00 - 8:30 a.m.



8:15 - 8:30 a.m.

Welcome and Opening Remarks


8:30 – 9:45 a.m.

Running a Nonprofit Like a Business

Jim Lindell, CPA, CGMA, CSP

“No margin, no mission” is the rallying cry for nonprofits (NPOs) to be more business-like. In this session, you will learn how NPOs and for-profit businesses are alike and different. We’ll discuss the best practices that can be utilized by the NPO to become more strategic, profitable, efficient and accountable, current trends affecting NPO organizations and more.


9:45 – 10:00 a.m.

Networking Break


10:00 – 11:15 a.m.

 Social Media's Hidden Threat to Business Security and Panel to follow

Stacy Arruda, executive director, Florida Information Sharing and Analysis Organization (FL-ISAO) |CEO and founder, ARRUDA Group | retired FBI agent, keynote speaker, Cyber SME

In this session, we’ll learn how, terrorists, criminal and spies take the seemingly innocuous information your employees post online and use it to compromise your company's network. Specifically, you’ll see how these “bad guys” take this information to create infected emails/documents that will be opened. We’ll discuss how these offenders can bypass your data security measures regardless of your IT budget.

Mark Van Divner, MBA, CGEIT, CISM, CISA, CISSP, Senior Vice President, Chief Information Security Officer, First Republic Bank

Scott McGaunn, Special Agent, FBI Boston Division

Robert Rosenzweig, RPLU, senior vice president and the national cyber risk practice leader, Risk Strategies


11:15 a.m. – 12:30 p.m.

FASB Update

Elizabeth Gagnon, Financial Accounting Standards Board

  In this session, we'll provide a FASB Update with a focus on ASU 2018-08 - the recently issued ASU on revenue recognition of grants and contracts by NFP entities. We'll also discuss other recently issued standards and projects.


12:30 -1:15 p.m. 



1:15 – 2:15 p.m.

Tax Reform Two Years In - Non-Profits and Donors

Brad Bedingfield, Hemenway & Barnes LLP

In addition to impacting how nonprofits are taxed, the Tax Cuts and Jobs Act of 2017 has affected how donors are giving to charitable organizations. In this session, you’ll learn where nonprofits stand two years into tax reform, and get an update on how the tax law is being implemented, including UBTI and the new taxes on transportation fringe benefits, executive compensation and net investment income, as well as the effect of tax reform on charitable giving.




2:15 – 2:30 p.m. 

Afternoon Break


2:30 – 3:30 p.m.

Federal Awards – what do you need to know?

Diane Edelstein, CPA, Maher Duessel

In this session, we’ll dive into the new Government Auditing Standards (Yellow Book 2018) which will be effective June 30, 2020. We’ll discuss an overview of the Yellow Book changes, independence and non-audit services, Uniform Guidance and the Single Audit including the challenges with procurement, the 2019 Compliance Supplement and more.




3:30– 3:40 p.m. 

Change Break


3:40 – 4:40 p.m.

Ask the Experts Panel Discussion

Moderated by Jim Lindell, CPA, CGMA, CSP

  • Diane Edelstein, CPA, Maher Duessel

  • Brad Bedingfield, Hemenway & Barnes LLP

  • Sandy Ross, CPA, CFE, MSNM


Susan Abbott

Susan Abbott

Susan Abbott is a partner in Goodwin’s Trusts & Estate Planning practice as well as a chair of both the firm’s Exempt Organization group and Higher Education practice. A member of the firm's Impact and Responsible Investing practice, she focuses her practice on tax-exempt organizations, probate and trust law and estate planning, with an emphasis on charitable planning. Additionally, Abbott advises tax-exempt organizations on issues related to their formation, operations and planned giving programs. She has been recognized as a New England Super Lawyer and as a ”Top Woman of Law” by Massachusetts Lawyers Weekly and also received the Massachusetts Lawyers Weekly’s Excellence in Pro Bono Award in 2014.

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Brad Bedingfield

Brad Bedingfield

Brad Bedingfield is a partner and co-chair of the Nonprofit Group at Hemenway & Barnes LLP in Boston where works extensively with nonprofit organizations, navigating tax, regulatory and governance matters, guiding them through formation, reorganizations, mergers, affiliations, dissolution and advising them on innovative use of charitable assets, including social impact bonds and other forms of impact investing. Additionally, Bedingfield counsels high-net-worth individuals and families on charitable giving, estate planning and lifetime gifting strategies. With over a decade of private practice with national firms and also previously working as a tax law specialist with the Exempt Organizations Division of the IRS in Washington, D.C., he is also the co-chair of the Boston Bar Association Tax Exempt Organizations Public Policy Committee and serves on the Board of Directors for the Planned Giving Group of New England (PGGNE).

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Diane Edelstein

Diane Edelstein

Diane Edelstein, CPA is a partner at Maher Duessel and has over 25 years of experience in public accounting. Her entire auditing career has been of nonprofits, governments and Single Audit. Edelstein currently serves on the AICPA Peer Review Board – GCA PMTF (Government and Compliance Audits Practice Monitoring Task Force) and is a past member of the PICPA Professional Ethics Committee and the PICPA Peer Review Committee

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Alyssa Fitzgerald

Alyssa Fitzgerald

Alyssa Fitzgerald is a senior attorney in the trusts and estate planning practice at Goodwin, where she focuses on advising tax-exempt organizations. She provides guidance to tax-exempt and taxable entities on a variety issues ranging from formation, sale of assets, mergers, joint ventures and partnerships, foreign activities, political campaign activity and lobbying, charitable sales promotions and corporate sponsorship, planned giving and compliance with intermediate sanctions and self-dealing rules. Fitzgerald also works extensively with public charities and private foundations and is currently co-chair of the Legal Education Committee of the Boston Bar Association Tax-Exempt Organizations Section.

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Elizabeth Gagnon

Elizabeth Gagnon

Elizabeth Gagnon is a supervising project manager with the Financial Accounting Standards Board (FASB) where she leads projects on nonprofit reporting on gifts in kind (GIKs), disclosure framework—disclosure review, inventory and disclosures by business entities about government assistance. She also serves as coordinator of the Financial Accounting Standards Advisory Council. Since 2013, Gagnon has hosted and lead the development of the FASB’s semi-annual commercial accounting continuing professional education (CPE) provider forums, which allow CPE providers an opportunity to inquire about final and proposed accounting standards with FASB members and staff to assist in preparation of accounting and reporting courses.

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James Lindell

James Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA's and the Wisconsin Institute of CPA's and a member of Wisconsin Chapter of National Speaker Association. Jim is the author of the AICPA course “AICPA’s Annual Update for Controllers”, “Targeting the Bottom Line: Taking the Guesswork out of Financial Management”.

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Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

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