Industries: Nonprofit

Woman at conferenceJoin us for this live session where our speakers will update you on the latest Nonprofit Accounting and Tax Updates that you and your organization need to know about.

We will review the most recent changes to accounting standards, and discuss the impact and recent developments of the Tax Cuts & Jobs Act, including:

  • ASU 2016-14 on not-for-profit financial reporting

  • ASU 2018-08 on grants and contracts

  • Revenue recognition

  • Leases

  • UBTI: Transportation Benefits and Parking

  • UBTI: Changes to Net Operating Losses

  • Excise Tax on Excess Compensation

  • And other new projects on the horizon.

About our speakers:

Shannon Winter, CPA, Partner, Assurance, BPM. Shannon provides audit, review, compilation and consulting services to nonprofit organizations. She helps lead BPM's Nonprofit Industry group and provides training on a variety of nonprofit topics – including government compliance. She consults with clients regarding strengthening internal controls and compliance with recipients of local and federal awards. She has worked with both for-profit and nonprofit entities which have received local, state, and federal funds and require federal compliance audits. Her experience includes working with organizations that provide medical assistance to those with mental health issues, substance abuse, financial and housing assistance for low-income and at-risk veterans, individuals, and families as well as the physically disabled homeless, and membership organizations. Shannon enjoys helping organizations present their financial results and telling their story.

Melodie Olson, CPA, Senior Manager, Assurance, BPM. Melodie has over ten years of professional experience in public accounting. As a part of BPM's nonprofit industry group, she has consulted with various organizations with their capital campaigns. She recently co-authored Preparing Nonprofit Finance Teams for a Successful Capital Campaign, a BPM white paper.

Tamara McInerney, CPA, Partner, Tax, BPM. Tami has over 27 years of experience in providing accounting and tax services to closely-held businesses, private client services, trusts and non-profit organizations.

Elena Serebriakova, CPA, Director, Tax, BPM. Elena has over 12 years in public accounting, with a focus on providing tax services to nonprofit and for-profit organizations. Her nonprofit experience includes community foundations, professional membership associations, education organizations, performing arts organizations, social welfare organizations and private foundations.

Jena Lee, CPA, Manager, Tax, BPM. Jena has five years of nonprofit tax experience and specializes in assisting nonprofit clients.

Date and Time:
Thu, July 18, 2019
9:00 AM – 10:40 AM PDT

This event will be presented live at BPM San Jose, San Francisco and Walnut Creek, with video to other BPM offices. 

This session is free, but registration is required. Check our nonprofit website for other events.

CPE credit available.