Sessions
 

• Navigating the Latest Accounting Standards - An overview of recent accounting standards and guidance affecting the nonprofit sector, including lease implementation. Learn what will affect you and when.
  • Presented by Greg Hall, CPA, CMA, CFM, Member of the Firm | SEK
     
• Measuring Financial Success - Understanding your organization's financials is the key to making sound business decisions. This session will include various ways to utilize Key Performance Indicators (KPIs) and other financial metrics.
  • Presented by Erin Clark, CPA, MBA, Manager | SEK
     
• 990 & State Filings Deep Dive - This deep dive will cover a variety of topics, to include: understanding Form 990 and what it means for your organization, reviewing the differences between Federal and State filing requirements, an overview of 990 schedules and what they mean, and how others may use your 990 to analyze your organization.
  • Presented by Krista Gardner, CPA, Member of the Firm | SEK
     
• Grant Funding: From Plan to Payoff - Discover the keys to developing a comprehensive fundraising plan that helps your organization achieve its goals. Learn where to find the most promising grant opportunities and how to write effective grant proposals that set your organization apart. Drawing from years of experience, Kathyrn will share her top tips for securing grant funding and ensuring that your organization is well-positioned to succeed.
  • Presented by Kathyrn Gratton, Owner | Red Lips Mentor, LLC
     
• Retirement Plans: SECURE 2.0 Act & Maryland$aves - The SECURE 2.0 Act is a federal retirement law passed at the end of 2022 that granted employers significant flexibility in tailoring retirement plan structure to the needs of their workforce. During this session, we will discuss new required rules and optional benefits and share tips on how you can take advantage of the SECURE 2.0 Act to recruit, retain, and reward your talent. We will also briefly discuss the Maryland$Saves program to help Maryland employers find the best retirement plan option for you and your team.
  • Presented by Garrett Rohrbaugh, MBA, CPFA, Retirement Plan Advisor | Kampstra Wealth Management
     
• QuickBooks Online: Is It for You? - This session will include a brief overview of the differences between QuickBooks Desktop and Online. Specifically, we'll focus on the various QuickBooks Online versions and subscriptions, as well as the process of converting to QuickBooks Online. We'll cover everything from purchasing and training to getting started, and we'll also discuss the elements that are not converted during the process. There will be time for Q&A.
  • Presented by Bonnie Aleshire, Support Accountant Supervisor, and Kendra Barnhart, Support Accountant | SEK