Not-For-Profit & Governmental Accounting Conference
16.00 Credits
Member Price $504.00
Non-Member Price $564.00
Overview
Join us for an engaging conference covering the latest in accounting and auditing, ethics, compliance, and emerging trends in the profession. Key sessions include updates on Single Audits, GASB, and the Yellow Book Standards, as well as insights into nonprofit compliance, fiscal responsibilities, and AI applications in accounting. Renowned speakers will share expertise on optimizing board efficiency, avoiding pitfalls in government audits, and understanding CECL changes. Don't miss the networking opportunities, including a special social hour at The Scarlet Hotel. This is your chance to stay ahead in the profession while connecting with peers and experts!
REGISTRATION FOR BOTH DAYS ONLY
If you want to register for the 1st day only please click here.
Topics and speakers are subject to change.
Designed For
CPAs, accountants, consultants, tax advisors, and auditors with not-for-profit clients; financial managers and employees of non-profit organizations; CPAs working in federal, state, and local government; public practitioners with government clients; and regulators who need to be aware of emerging developments.
Notice
This event is paperless unless you elect to pay for printed materials. All materials will be available to download in advance and participants will receive an email two days prior to the course date. Materials will also be posted in the "My CPE" section of the NESCPA website.
Directions
Directions to Nebraska Innovation Campus
Parking
Parking at Nebraska Innovation Campus
Lodging
The Scarlet Hotel (2101 Transformation Drive, Lincoln, NE 68508) Book your group rate for Nebraska Society of CPAs before May 25th.Sponsorship Opportunity
Increase your organization’s exposure, heighten your brand recognition, and drive sales by claiming your sponsorship or exhibit space at this Nebraska Society of CPAs conference. Visit "Sponsor an Event" for details and to help your corporate message effectively reach Nebraska CPAs.
Wednesday, June 25
General Session
- Navigating the Latest in Accounting & Auditing - Frank Crawford, Crawford & Associates, PC
Frank Crawford
Frank Crawford
Frank Crawford is President of Crawford & Associates, P.C., Certified Public Accountants, an accounting firm located in Oklahoma City, OK. The firm specializes in providing auditing, consulting and accounting services solely to governmental entities and is a member of the American Institute of Certified Public Accountants (AICPA) and the AICPA Government Audit Quality Center. Over the last 37 years, Frank, as President of Crawford & Associates, has provided a variety of audit and accounting services to all sizes and types of governmental entities, including financial statement audits and attestation services, non-attestation services such as financial statement preparation services, general accounting and advisory services, fraud investigations, internal control analysis, accounting policy and procedure development, outsourced internal auditing and internal monitoring, the development of management anti-fraud programs and controls, quality assurance reviews, training, and expert witness services.
This session is available to registrants only.
Breakout Session
- State Attorney General's Update: Keeping Your NFP Clients Compliant - Gary Brollier, Assistant Attorney General
This session is available to registrants only.
- What's Changing in the Single Audits - Compliance Supplement & UG Changes - Melisa Galasso, Galasso Learning Solutions
Melisa GalassoMelisa Galasso
Melisa Galasso founded Galasso Learning Solutions in 2016. Having partnered with hundreds of CPA firms, governments, nonprofits, state societies, and alliances, I've become a nationally recognized authority in designing and facilitating courses on advanced technical accounting and auditing topics, including not-for-profit and governmental accounting. Backed by deep expertise in adult learning theory and having become a Certified Speaking Professional (CSP), Certified Professional in Talent Development (CPTD), and ATD Master Trainer™,
This session is available to registrants only.
Breakout Session
- Optimizing Board Efficiency for Your Not-For-Profit Clients - Panel - Sarah Griger, Christi Annin, Kurt Meisinger, & Katie Vogel as Moderator
Sarah Griger, Eide Bailly LLPSarah Griger
Sarah Griger is a Senior Manager at Eide Bailly. Since starting her career a decade ago, Sarah has focused primarily on auditing not-for-profit organizations. Sarah advises clients throughout the year, acting as a resource for questions that arise in the course of their operations. She believes in building strong working relationships to provide the best service to clients beyond their annual audit or review. Sarah believes that helping the organizations that make our communities better places to live is vitally important and she is proud to play a role in that.
Kurt Meisinger
Kurt Meisinger is a Director at Frankel, whose primary focus is accounting and auditing services, with a focus on not-for-profit organizations. Kurt is a member of our business valuation team and has received accreditation in business valuation from the American Institute of Certified Public Accountants.
Christina Annin
Christi Annin is the Chief Financial Officer at the Suzanne & Walter Scott Foundation.
Katie Vogel
Katie Vogel is the Director of Donnor Services at the Omaha Community Foundation. Katie is an attorney with extensive expertise in estate and gift planning and trust administration. She is also experienced in advising business clients on the division of business assets upon the dissolution of a business or relationship. Since joining Omaha Community Foundation, she has managed the asset donation process and the Chartered Advisor in Philanthropy program, along with donor and advisor relationships.
This session is available to registrants only.
- Single Audit Update - Common Deficiencies, Current Events & A Look Ahead - Melisa Galasso, Galasso Learning Solutions
This session is available to registrants only.
Breakout Session
- School District Audits - Julie Bauman, Julie D. Bauman, CPA PC; Marcy Luth, AMGL CPAs & Advisors; and Bryce Wilson, NE Department of Revenue
Bryce Wilson, Nebraska Dept. of Education
Bryce Wilson
Bryce Wilson received his Masters of Public Accounting degree from the University of Nebraska. Bryce worked in public accounting as an auditor and tax accountant for five years earning his C.P.A. license before joining the Department of Education. He held the role of State Aid Director and Administrator of Finance and Organizational Services for the Department of Education before taking his current role of Finance Officer for the Department of Education.
Marcy Luth
Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM, is a shareholder of AMGL PC in Grand Island. She graduated from Hastings College and received an MBA from the University of Nebraska at Kearney. Marcy is the chairperson of the firm's Accounting and Auditing Department. She serves on the board of trustees for Hastings College and the Hastings College Foundation and previously served on the Nebraska Board of Public Accountancy.
Julie Bauman

Julie D. Bauman, CPA, is the owner and CEO of Julie D. Bauman, CPA, PC, located in Falls City, Neb. She earned her CPA license in May 1995, when she passed the exam on the first sitting. Julie has served on the Nebraska Society of CPAs Board of Directors. She was the chairman for the Nebraska Society of CPAs in 2012. Julie finished serving as an elected member of the AICPA Council in 2019. She is a member of the Institute of Management Accountants and is licensed in Nebraska, Kansas, and Missouri.
This session is available to registrants only.
- The Evolution of CECL - Current Changes and Lessons Learned - Melisa Galasso, Galasso Learning Solutions
This session is available to registrants only.
General Session
- Structuring Fiscal Relationships to Avoid Trouble "Liabilities with Boards" - Hannah Fischer Frey & Katie Kalkowski, Baird Holm LLP
Hannah Fischer Frey, Baird Holm LLPHannah Fischer Frey
Hannah Fischer Frey is a Partner at Baird Holm. Hannah's practice focuses on corporate transactions, federal and state tax planning issues, and tax exempt matters. Hannah has addressed complex partnership and corporate tax issues, including business reorganizations, private equity fund structuring, business succession planning, and tax planning in mergers and acquisitions. She has been closely involved in numerous federal and state tax examinations and audits. In addition to her business clients, Hannah regularly assists individuals in business succession and tax planning matters.
Katie Kalkowski
focuses her practice on corporate transactions and general corporate matters. She counsels nonprofit and for-profit entities of all sizes on a variety of matters, including entity formation, corporate governance, strategic transactions, and regulatory compliance. Katie graduated from the University of Notre Dame Law School in 2022, cum laude, where her favorite class was Not-For-Profit Organizations. While in school, Katie was a Managing Senior Editor of the Law Review. Prior to law school, Katie graduated from the University of Nebraska-Lincoln in 2019 with high distinction, earning a Bachelor of Arts in Political Science and History.
This session is available to registrants only.
General Session
- Exploring the Ins & Outs of UBIT - Megan Koziol, Eide Bailly LLP
Megan Koziol, Eide Bailly LLPMegan Koziol
Megan Koziol is a Senior Tax Manager with Eide Bailly.
This session is available to registrants only.
General Session
- Every Choice Has A Consequence: The Human Side of Ethics - Chuck Gallagher, Chuck Gallagher, CSP
Chuck GallagherChuck Gallagher
Chuck Gallagher, Certified Speaking Professional (CSP), is a recognized authority in the speaking world, and an esteemed voice in the realm of artificial intelligence (AI). But he's not your average tech guru. With a knack for making complex subjects approachable, Gallagher brings a refreshing blend of insight and humor to his talks, making the future of AI not only understandable, but also exciting.
Whether he's unpacking the ins and outs of AI for business leaders or exploring the ethics of automated systems, Gallagher keeps his audiences hooked with his dynamic style and engaging anecdotes. Drawing from his rich background in business and ethical leadership, he brings a practical perspective that helps audiences connect the dots between technology and their daily lives.
So, if you're ready to delve into the world of AI with a speaker who keeps things lively and enlightening, Chuck Gallagher is your go-to expert. Buckle up and enjoy the ride!
This session is available to registrants only.
Optional Session
- Social Networking Hour - The Scarlet Hotel
This session is available to registrants and their guests
Thursday, June 26
General Session
- Update From the State Auditor's Office - Mark Avery & Jeff Schreier, Nebraska Auditor of Public Accounts
Mark Avery, Nebraska Auditor of Public AccountsMark Avery
Mark Avery, CPA, is the Subdivision Audit Review Coordinator with the Nebraska Auditor of Public Accounts. He is responsible for the review of approximately 2800 political subdivision audit reports and audit waiver requests, which are required to be filed with the Auditor's office.
Jeffrey Schreier
Jeff Schreier is a Senior Auditor-in-Charge and CPA with the Nebraska Auditor of Public Accounts. Jeff has been employed with the office since 2013, and is responsible for overseeing the review of approximately 2,500 political subdivision budgets that are completed and filed with the Auditor of Public Accounts each year. Jeff is also responsible for monitoring legislative activities, and implementing any changes approved by the Legislature that impact the budget process used by political subdivisions in Nebraska.
This session is available to registrants only.
General Session
- GASB Update - Lisa Parker, GASB
Lisa ParkerLisa Parker
Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB). Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant. She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee.
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor's degree in accounting.
This session is available to registrants only.
General Session
- The Latest in Yellow Book Standards - Colby Jensen, Forvis Mazars
Colby Jensen, Audit Director, Forvis Mazars LLPColby Jensen
Colby Jensen, CPA is the Audit Director at Forvis Mazars | Public Sector & Nonprofit
This session is available to registrants only.
General Session
- Creating a Compelling Culture - Jen Wilson, ConvergenceCoaching
Jennifer WilsonJennifer Wilson
Jennifer is co-founder and partner of ConvergenceCoaching ®, LLC, a national consulting firm that helps leaders achieve success. She is a frequent speaker, writer and thought leader on topics related to leadership, talent, technology and managing change within the CPA profession. Named in the top ten of Accounting Today's 100 Most Influential People in Accounting, CPA Practice Advisors' Top 25 Thought Leaders and AICPA and CPA Practice Advisor's Top 25 Most Powerful Women in Accounting, Jen is an experienced change agent, shifting mindsets, business models, and empowering Next Generation leaders. She is also an avid runner, hiker, yogi, gardener, wife and mother of 3.
This session is available to registrants only.
Breakout Session
- Avoiding Pitfalls in Government Audits - Mark Avery & Dakota Christensen, Nebraska Auditor of Public Accounts
Dakota Christensen, Nebraska Auditor of Public AccountsDakota Christensen
Dakota Christensen is the Audit Manager at Nebraska Auditor of Public Accounts.
This session is available to registrants only.
- Common Deficiencies Uncovered in Peer Reviews - Dan Davis, Frankel, LLC
Daniel Davis, Frankel LLCDaniel Davis
Dan Davis is a Partner at Frankel, who specializes in auditing, accounting, and business consulting services with an emphasis serving companies in the manufacturing, construction, retail, real estate development, not-for-profit and employee benefit plans. Dan also provides peer review and inspection services to CPA firms across the country.
This session is available to registrants only.
General Session
- Artificial Intelligence: Practical Applications - Tommy Stephens, K2 Enterprises
Thomas Stephens, K2 EnterprisesThomas Stephens
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
• Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
• Serving as a Chief Financial Officer for an international engineering organization; and
• Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.
In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. Over the past thirty-eight years, Tommy has presented over 3,100 educational sessions to over 78,000 participants throughout the United States and Canada.
Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
This session is available to registrants only.
Non-Member Price $564.00
Member Price $504.00