(March 18 - 20, 2020, Washington, DC)
Wednesday, March 18, 2020 | ||
5:00 PM | Early Registration |
Palm Court Foyer |
6:00 PM - 7:00 PM | Wednesday Evening Bonus Session |
Palm Court Ballroom |
6:00 PM - 7:00 PM | A Guide to Fraud Prevention |
Joan Renner |
Thursday, March 19, 2020 | ||
7:00 AM - 8:30 AM | Continental Breakfast |
Chinese Room |
7:30 AM - 8:30 AM | Early Riser Session |
Grand Ballroom |
7:30 AM - 8:30 AM | Today's Critical Issues for Fiduciaries |
Joseph M. Brodecki Clare Golla |
8:30 AM - 11:50 AM | Morning General Session Moderator: Sarah Mooney, Program Chair |
Grand Ballroom Sarah Mooney |
8:30 AM | Opening Remarks |
Alan P. Dye |
8:35 AM - 10:05 AM | EO Current Developments |
Shane Hamilton Bruce R. Hopkins |
10:05 AM - 10:20 AM | Networking & Refreshments |
|
10:20 AM - 11:20 AM | Executive Compensation Issues & Trends |
David Trimner |
11:20 AM - 11:50 AM | Looking Beyond the 4-Star Charity Rating and Networking Break |
Chinese Room Michael Gale Zachary Weinsteiger |
11:50 AM - 12:50 PM | LUNCHEON Message from the IRS Exempt Organization Director |
District Ballroom Margaret Von Lienen |
12:55 PM - 3:00 PM | Afternoon Breakout Session I |
Chinese Room |
12:55 PM - 1:55 PM | Election Year Issues |
Heidi K. Abegg Alan P. Dye Abby Levine |
2:00 PM - 3:00 PM | Church and Religious Organization Update |
Charles M. Watkins |
12:55 PM - 3:00 PM | Afternoon Breakout Session II |
Senate Room |
12:55 PM - 1:55 PM | Data Privacy Law Updates |
Bret Cohen Victoria Hordern |
2:00 PM - 3:00 PM | Demystifying the IRS - Where to go and Who does what? |
Meghan Biss |
1:20 PM - 3:00 PM | Afternoon Breakout Session III |
Grand Ballroom |
1:20 PM - 3:00 PM | The Nonprofit Accountant's Ethics Squeeze |
Jack Marshall |
3:00 PM - 3:15 PM | Networking Break |
|
3:15 PM - 5:20 PM | Late Afternoon Breakout Session I |
Chinese Room |
3:15 PM - 4:15 PM | Group Exemption Letters and Filings |
Noel A. Fleming Robert Kelly |
4:20 PM - 5:20 PM | Audits and Examinations |
Jason Lilien Marcus S. Owens |
3:15 PM - 5:20 PM | Late Afternoon Breakout Session II |
Senate Room |
3:15 PM - 4:15 PM | Stop Hitting Snooze: 5 Topics Keeping Savvy CFOs Awake |
Mona Birchfield Lisa Stover |
4:20 PM - 5:20 PM | Revenue Recognition - Understand the Forthcoming Changes |
Paul Preziotti |
3:15 PM - 5:20 PM | Late Afternoon Breakout Session III |
Grand Ballroom |
3:15 PM - 4:15 PM | Deep dive into Form 990-T and UBIT |
Nathan Doane Michelle Michalowski |
4:20 PM - 5:20 PM | Joint Venture Update and Tax Credit Structures |
Steven Miller Michael Sanders |
5:20 PM - 6:30 PM | Registrants' Reception |
Mezzanine |
Friday, March 20, 2020 | ||
7:00 AM - 8:30 AM | Continental Breakfast |
Chinese Room |
7:30 AM - 8:30 AM | Early Riser Session |
Grand Ballroom |
7:30 AM - 8:30 AM | Understanding Functional Expenses for Financial Statements |
Jenny Herrera |
8:30 AM - 11:50 AM | Morning General Session Moderator: Sarah Mooney: Program Chair |
Grand Ballroom |
8:35 AM - 9:35 AM | Updates from the IRS and Treasury |
Janine Cook Alexander Reid Tamera Ripperda Stephanie Robbins |
9:35 AM - 10:35 AM | Update from the Hill |
Jennifer Acuna Gordon Clay Michael Kaercher John L. Schoenecker Speaker TBD |
10:35 AM - 10:50 AM | Networking & Refreshment Break |
|
10:50 AM - 11:50 AM | Guidance and Challenges: Post-2017 Tax Reform |
Stephen Clarke Alexander Reid |
12:00 PM - 1:00 PM | Luncheon Charitable Contribution Tax Planning: Gathering Windfalls and Avoiding Pratfalls |
Grand Ballroom Conrad Teitell |
1:05 PM - 3:10 PM | Afternoon Breakout Session I |
Chinese Room |
1:05 PM - 2:05 PM | Corporate Social Responsibility and Private Foundations |
Ruth Madrigal Preston Quesenberry |
2:10 PM - 3:10 PM | Charitable Fundraising and State Oversight |
Mark Pacella Charles M. Watkins |
1:05 PM - 3:10 PM | Afternoon Breakout Session II |
Senate Room |
1:05 PM - 2:05 PM | Wayfair Impact and Other State and Local Tax Updates |
Marc Berger Katherine Gauntt Speaker TBD |
2:10 PM - 3:10 PM | Not-For-Profit Accounting Update |
Richard F. Larkin |
1:05 PM - 3:10 PM | Afternoon Breakout Session III |
Grand Ballroom |
1:05 PM - 3:10 PM | The Legal Ethics Workout |
Jack Marshall |
3:10 PM - 3:25 PM | Networking & Refreshment Break |
|
3:25 PM - 4:25 PM | Late Afternoon Breakout Session I |
Chinese Room |
3:25 PM - 4:45 PM | A. Michael Gellman J. Calvin Marks | |
3:25 PM - 4:25 PM | Late Afternoon Breakout Session II |
Senate Room |
3:25 PM - 4:25 PM | Employment Law Update |
Julia E. Judish |
3:25 PM - 4:25 PM | Late Afternoon Breakout Session III |
Grand Ballroom |
3:25 PM - 4:25 PM | A Toolkit for International Activities |
Lisa Heller Christian Spencer |
* Invited.
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