Nonprofit Accounting, Auditing, Compliance & Governance Issues [FAQNP]

Jul 13, 2016
Time: 8:30 am-4:30 pm

Subject:

Accounting & Auditing

Credit Hours:

8.00

Price:

Member: $295.00
Non-member: $445.00

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Discussion Leader:

Marci Thomas, CPA, MHA    more info

Marci Thomas, CPA, MHA, is an author and discussion leader for LOSCALZO ASSOCIATES,
LTD. and has been with Loscalzo Associates, Ltd. for 16 years.
Marci writes the not-for-profit and governmental curriculum as well course on internal
control and auditing. Marci is also a clinical assistant professor at the University of North
Carolina at Chapel Hill where she teaches Healthcare Strategy, Finance, Governance,
Internal Control and Risk Assessment. Marci works with numerous accounting firms,
performing quality control and efficiency reviews and with nonprofit boards on strategic
planning, internal control and governance issues.
From 1986 through 1999 and again in 2005, she worked for Deloitte, primarily in the accounting and advisory
services department. Most recently, she was Director in Deloitte Consulting in strategy and operations
practice in the Atlanta office. Marci specializes in working with not-for-profit organizations, including those in
the healthcare and higher education arenas. She is a nationally recognized author and speaker on topics as
well as on the OMB’s Uniform Guidance (formerly Circular A-133) and Governance.
In addition to writing numerous training manuals for Loscalzo Associates Ltd., she is co-editor and author of a
book published by Jossey Bass in 2004, Essentials of Physician Practice Management. Her book, Best of Boards:
Sound Governance and Leadership for Nonprofit Organizations, was published by the AICPA in June 2011 and
is on its second printing. Her newest book on Health Care Financial Management was published by Wiley
Publishing in January 2014.
Marci also serves on the Board of Directors for the North Carolina Association of CPAs and is on the executive
committee of the Board. She is also a member of the Not-for-Profit Committee.
Marci received her Bachelor in Business Administration with a concentration in accounting from the Georgia
State University and her Masters in Health Administration at the University of North Carolina at Chapel Hill.
She is a frequent speaker at local, regional and national conferences.

Marci Thomas, CPA, MHA, is an author and discussion leader for LOSCALZO ASSOCIATES,LTD. and has been with Loscalzo Associates, Ltd. for 16 years.

Marci writes the not-for-profit and governmental curriculum as well course on internalcontrol and auditing. Marci is also a clinical assistant professor at the University of NorthCarolina at Chapel Hill where she teaches Healthcare Strategy, Finance, Governance,Internal Control and Risk Assessment. Marci works with numerous accounting firms,performing quality control and efficiency reviews and with nonprofit boards on strategicplanning, internal control and governance issues.

From 1986 through 1999 and again in 2005, she worked for Deloitte, primarily in the accounting and advisoryservices department. Most recently, she was Director in Deloitte Consulting in strategy and operationspractice in the Atlanta office. Marci specializes in working with not-for-profit organizations, including those inthe healthcare and higher education arenas. She is a nationally recognized author and speaker on topics aswell as on the OMB’s Uniform Guidance (formerly Circular A-133) and Governance.

In addition to writing numerous training manuals for Loscalzo Associates Ltd., she is co-editor and author of abook published by Jossey Bass in 2004, Essentials of Physician Practice Management. Her book, Best of Boards:Sound Governance and Leadership for Nonprofit Organizations, was published by the AICPA in June 2011 andis on its second printing. Her newest book on Health Care Financial Management was published by WileyPublishing in January 2014.

Marci also serves on the Board of Directors for the North Carolina Association of CPAs and is on the executivecommittee of the Board. She is also a member of the Not-for-Profit Committee.

Marci received her Bachelor in Business Administration with a concentration in accounting from the GeorgiaState University and her Masters in Health Administration at the University of North Carolina at Chapel Hill.She is a frequent speaker at local, regional and national conferences.

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Website registration for this course closes on July 6, 2016. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

FAQ Nonprofit Accounting, Auditing, Compliance and Governance Issues (FAQNP)

July 13, 2016

Embassy Suites - Achieve Room
600 E Benson Blvd, Anchorage, AK

LATE REGISTRATION POLICY
For registrations received less than 21 days from the course date will be charged a late fee of $50 for each 8 hour course and $25 for each 4 hour course.

The literature specific to nonprofit organizations continues to evolve and become more complex. Using the popular and fast-moving Frequently Asked Questions format, this course was compiled from questions asked of the author in their capacity as a technical reviewer and advisor to firms and nonprofit organizations. This course also provides an update on emerging governance issues.

Major Topics:
Complex accounting and disclosure issues, proposed changes to nonprofit financial reporting
Governance issues
Changes in the single audit process due to the Uniform Guidance
Changes to the administrative and cost requirements due to the Uniform Guidance
Frequently missed compliance issues

Learning Objectives:
Address major accounting and disclosure issues
Understand the governance issues faced by nonprofits in todays highly scrutinized and regulated environment
Address auditing issues that arise in audits under the Uniform Guidance

Designed For:
Practitioners working with nonprofits in public practice
Accountants working in nonprofit organizations who need to keep on top of current accounting and disclosure requirements

CPE Credits: 8, Accounting & Auditing

Level of Knowledge: Intermediate

Prerequisite: Basic familiarity with nonprofit accounting

Acronym: FAQNP

Discussion Leader: Marci Thomas, CPA, MHA