2025 not-for-profit governance and fiscal workshop

Baker Tilly is back with our annual virtual governance and fiscal workshop. Over the course of two days, gain invaluable insights from Baker Tilly's not-for-profit specialists and a distinguished guest speaker panel. This forum will cover essential governance and technical matters crucial for NFP organizations and their leaders. Given the significant impacts and changes that have occurred in 2025, this is a must-attend event for anyone involved in the not-for-profit sector. Don't miss out on this opportunity to stay ahead and ensure your organization thrives! Six continuing professional education (CPE) credits will also be provided.

The sessions will explore a range of topics, including: 

Leadership transitions, funding trends and scenario planning for long-term shifts in today’s environment
Governance strategies, essential metrics and integrating sustainability practices
Fraud basics, risk roles and fraud detection and prevention
Addressing responsible artificial intelligence use, governance elements and implementation challenges
Updates on accounting, auditing and regulatory standards for not-for-profits
Key 2025 disruptors, tax policy impacts and strategies for tax-exempt organizations

Learning objectives:

Explore key trends affecting various NFP sectors, learn strategies to address underlying structural weaknesses and engage in scenario planning to prepare for long-term shifts in funding flows and the regulatory environment
Refresh on the basics of fraud and common risk factors in the not-for-profit industry
Discuss key strategies equipping board members and management with the necessary skills and knowledge to drive sustainability
Navigate the essential elements of AI governance for not-for-profits 
Review key accounting, auditing and regulatory updates affecting not-for-profit organizations
Analyze what is occurring in Washington DC and potential future landscape of exempt organizations

Presenters and panelists:

Mike Cullen, CISA, CISSP, CIPP/US | Principal, Baker Tilly 
Tom Grabow, CPA | Manager, Baker Tilly    
Daniel Greenstein, Ph.D. | Managing Director, Baker Tilly   
Karen Gries, CPA | Director, Baker Tilly  
Laurie Horvath, CPA | Principal, Baker Tilly   
Blaine Jasper | Principal, Baker Tilly   
Ellen Labita, CPA | Principal, Baker Tilly   
Rebekah Martin, CPA | Principal, Baker Tilly  
Mumta Taneja, CRMA | Director, Baker Tilly  
Brian Flahaven | VP Strategic Partnerships, Council for Advancement and Support of Education (CASE)  
Joanne Florino | Adam Meyerson Distinguished Fellow, Philanthropy Roundtable 
Alexander L. Reid | Partner, BakerHostetler

Save your spot!

Information about CPE eligibility

Intended audience

Executive leadership and accounting and finance professionals, including CEOs, CFOs, COOs, controllers, audit and finance committee members and board members of any type of not-for-profit, including healthcare organizations, educational institutions, foundations, social service agencies, private clubs, religious organizations and others mission-based entities.

Information about CPE eligibility

There are no prerequisites for this webinar, and advance preparation is not required. There is no cost to attend this webinar.

A certificate of completion will be emailed to you four to six weeks after the event.

Level: Basic

CPE credit: Six (6) hours total credit

Field of study: Business Management & Organization, Specialized Knowledge

For more information regarding administrative policies such as complaint and refund policies, please email learning@bakertilly.com.

Baker Tilly is registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: nasbaregistry.org.