Spotting Trouble Before It Hits: Keeping your Form 990 Schedules Error Free
This presentation aims to shed light on the common reporting issues and errors nonprofits face when completing various schedules attached to Form 990. Form 990 plays a crucial role in maintaining public trust and meeting IRS requirements. However, its complexity can lead to inadvertent mistakes—especially within the associated schedules—which may result in compliance risks.
Brandy L. Mikula, CPA – Principal, Maner Costerisan, Lansing
Amber L. Rathbun, CPA – Senior Manager, Maner Costerisan, Lansing

The Understated Matter of Expenses
Expenses are the core estimate at the heart of nonprofit financial statements, demonstrating how effectively, or ineffectively, an organization manages the funds entrusted to them by stakeholders. Investigate the underlying components of functional expense allocations and joint costs, including common pitfalls, best practices and more. Then, apply your new knowledge to create a practical framework for addressing functional expense allocations more accurately and effectively.
Speaker to be announced

Fiscal Sponsorship for the Fiscally Responsible
When a nonprofit organization provides administrative support and shares its tax-exempt status with group, individual or project that does not have a 501(c)(3) status, it is engaging fiscal sponsorship. Understand the key implications of fiscal sponsorship, including sponsor models, best practices for structuring an arrangement, tax pitfalls and benefits, legal requirements and other considerations.
Speaker to be announced

Nonprofit IT & Security
Nonprofit organizations are more plugged in than ever, from collecting donations online to hosting e-commerce stores on their websites. Yet, recent studies demonstrated that 68% of nonprofits have not created policies or procedures to address cyber vulnerabilities. Assess the cybersecurity risks specific to nonprofit organizations and discuss strategies for driving improvements in awareness, expertise and policy.
Kyle Schofield – Client Director, Quattro Business Support Services, Marietta, GA

On the Dash: Every Reason Your NFP Needs a Dashboard
Collecting data is easy; visualizing it is an entirely different concept, which is why dashboards have become an important tool among nonprofit board members and staff. Identify practical uses for dashboards, including the organization of data, monitoring trends, tracking key performance indicators (KPIs) and more.
Lorene N. Suidan, CPA – Chief Financial Officer, Leader Dogs for the Blind, Rochester Hills

Fundraising Fundamentals for 2025
Nonprofit organizations run on fundraising, but building a solid foundation of donor contributions is easier said than done. Evaluate the top approaches to nonprofit fundraising, from matching gifts to annual campaigns. Plus, determine strategies for building brand awareness and donor engagement, while paying special attention to associated regulatory and ethical requirements.
Speaker to be announced

Mastering Single Audit Internal Controls
Any nonprofit that spends $1 million in federal funding in a fiscal year is subject to a single audit. Review the primary objective and core requirements of single audits, determine effective internal controls for managing federal awards and develop applicable testing criteria. 
Dan Merritt, CPA, MBA, CGFM – Principal, Rehmann, Detroit

To Be Continued: Inside Going Concern Analysis
Determine steps for assessing an organization’s ability to continue given current circumstances and events, including assets, debt, expected contributions and other factors. Build a system of analysis that satisfies requirements set by the Financial Accounting Standards Board and accurately demonstrates an organization’s viability.
Holly B. Pisano, CPA – Assistant Practice Lead/CFO, Not for Profit Division, Quatro Business Support Services, Detroit
Konrad Schweitzer, CPA – Principal, Public Sector, Assurance and Financial Reporter, Rehmann, Troy