Thursday, January 21, 2021 – Friday, January 22, 2021 | 8:30am – 12:55pm

2021 Nonprofit Virtual Conference

The start date for this course has passed. Registration is no longer available.


Thursday January 21, 2021

8:20 - 8:30 a.m

Welcome and Opening Remarks


8:30 – 9:30 a.m.

State of Nonprofit Organizations

Jim Klocke, Massachusetts Nonprofit Network

Learn about the state of the Massachusetts nonprofit sector in 2021 and its work on behalf of people across Massachusetts. We’ll also discuss its response to the myriad challenges of 2020 and its outlook going forward.

9:40 – 10:40 a.m. 

Financial Accounting Standards Board (FASB) Update

Jeff Mechanick, Financial Accounting Standards Board

Learn recent developments in Generally Accepted Accounting Principles (GAAP) that are noteworthy for nonprofits. We’ll discuss new standards, especially ASU 2020-07 on contributed nonfinancial assets (gifts-in-kind); implementation matters for recent standards, especially Leases (Topic 842); other significant accounting and reporting matters, especially involving various CARES Act programs; and current projects in the FASB’s pipeline.

10:45 – 11:45 a.m. 

Concurrent Sessions 


Confronting COVID-Era Compliance Concerns

Brad Bedingfield, Hemenway & Barnes

Eleanor Evans, Hemenway & Barnes

The COVID-19 pandemic has upended the operations and finances of practically all nonprofits, causing them to take steps they would have never contemplated just 12 months ago. Over the past year, nonprofits have found themselves taking out Paycheck Protection Program (PPP) loans, transitioning to remote work and transforming in-person fundraising events to virtual ones. In this session, we’ll address compliance issues involved in obtaining PPP loan forgiveness, employing individuals working remotely from out-of-state and conducting online fundraising events.


Auditing in a Pandemic

Elizabeth Dollar, CPA, Moss Adams

Erica Forhan, CPA, Moss Adams

Melissa Harman, CPA, Moss Adams

In this session, we’ll identify challenges to conducting audits in a remote work environment, assess the impact to the audit plan related to disruption of your client’s control environment and recognize the additional risks that may be present in your engagements due to the effects of the pandemic and remote working. We’ll also identify higher risk audit and accounting matters given impact of COVID-19 and evaluate best practices that you can implement on your engagements.


Office 365 - Beyond the Core Apps

John Higgins, CPA.CITP, CPA Crossings 

Go beyond the core Office 365 apps such as Teams, SharePoint and OneDrive! You’ll learn additional ways to power your firm and be introduced to apps, including Planner, PowerBI, OneNote, Bookings and more.


11:55 a.m. – 12:55 p.m. 

Panel of Nonprofit Leaders

Hear from three Boston area leaders on how the pandemic has impacted their mission and business, learn how they are facing new challenges and planning for 2021.

Moderated by Susan Lowe, CPA, Consultant

Panelists Include:

  • John Perkins, CPA, Boch Center
  • Paul Griffin, Brooks School
  • Timothy Barrett, CPA, Pine Street Inn


Friday, January 22, 2021


8:20 - 8:30 a.m. 

Welcome and Opening Remarks


8:30 – 9:30 a.m.

We went Remote: Are We Still Secure?

Joseph Warrino, Johnson O'Connor Technology Solutions

 In this session, we’ll cover the top considerations for your network security while the majority of your workforce is remote. We’ll also discuss creating and enforcing security policies, identifying anomalous user activity, eliminating threats caused by misconfigurations and much more.


9:40 – 10:40 a.m. 

Nonprofit Industry Update

Marci Thomas, CPA, Surgent

Review accounting and disclosure guidance for funding received under the CARES Act, grants and contributions and collections. We’ll also discuss the new guidance on in-kind contributions and examine considerations for nonprofit management and their auditors. 


10:50 – 11:50 a.m.

Concurrent Sessions


Yellow Book/Single Audit

Marci Thomas, CPA, Surgent

Discuss the recent changes to the compliance supplement and those that are proposed for the Uniform Guidance, hear an overview of the recent changes to the Yellow Book and more. 


Philanthropic Strategies and Raising Revenue for Nonprofits Post COVID-19: Endowment Management, Planned Giving and Commercial Co-Ventures

Elizabeth Manchester, Partridge Snow & Hahn LLP

Discuss how nonprofits can handle fundraising during the COVID-19 pandemic and examine why charitable organizations should consider expanding their fundraising and mission reach. We’ll examine why now is an opportune time to launch formal annual and planned giving programs and specific methods of giving that are more attractive in light of the current low interest rates, historic trends of giving in turbulent times, the SECURE Act and the CARES Act. We’ll also cover why taking on the position of a thoughtful advisor is a strategy that will prove to be successful.


Scenario Planning in a Post COVID-19 Environment

Rebeka Mazzone, CPA, CGMA, FuturEDFinance

Take your organization from a current budget snapshot to a dynamic future-focused model to help drive decisions and respond to uncertainties. We’ll discuss some of the key tools in planning and some best practices associated with each, including budgets, forecasts, projections and scenario planning. Plus, we’ll review ways you can start to partner within the business to help meet your organization’s objectives.


12:00 – 1:00 p.m.

Thriving in Recessionary Times

Jim Lindell, CSP, CPA, CGMA, Thorsten Consulting Group, Inc.

Review what steps you should take to position your organization before, during and as we leave a recession. We’ll also examine how to recognize the recessionary cycles and the impact on nonprofits, discuss what your organization can do to thrive during a recession and practical tools and techniques you can use to give your nonprofit a competitive advantage.

 This conference qualifies for the Workforce Training Express Fund program. The course code for this program is 1122807. Click here for more details:


Conference Credits

This course is 8.00 credits

Conference Fees

MSCPA Member
AICPA Member

Conference Cost

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The start date for this course has passed. Registration is no longer available.