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Thursday, December 9

Annual Not-for-Profit Update

This year's not-for-profit update will include key topics like 2022 tax planning strategies, changes to accounting and reporting standards, practical cybersecurity strategies, and ways to improve your organization's operational efficiency. Register below to join us on Thursday, December 9, from 8:30 AM - 10:00 AM (ET).

ANNUAL NOT-FOR-PROFIT UPDATE

ANNUAL NOT-FOR-PROFIT UPDATE

Join us for our annual Not-for-Profit Update. Our experienced professionals will cover the following topics:

• Accounting Standards Update
• Tax planning for 2022
• Cybersecurity
• Improving performance and efficiencies within your organization

OUR PRESENTERS:

Richard Peters, Principal | UHY Consulting
Richard Peters, CISA, CISSP, QSA is a senior information security advisor, specializing in cybersecurity and compliance. He serves as a leader for UHY Consulting’s Technology, Risk & Compliance group. Richard brings more than nineteen years of experience managing, performing, and delivering information technology security solutions, including technology risk management, IT auditing, IT security assessments, compliance assessments, attack-and-penetration testing services, and security analysis in domestic and global entities in the energy, technology, medical, financial, and manufacturing industries.
Richard is skilled in designing, assessing, and testing against multiple security standards and frameworks. He has extensive experience within the penetration-testing niche for applications, networks, and hardware. He is also skilled in client/server environments, mainframes, and databases, as well as application and hardware.

Michael Poveda, Managing Director | UHY Advisors
Michael has over 24 years of professional experience providing accounting, assurance and advisory services to clients in various industries. He advises clients on important issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement. Michael possesses deep technical proficiency and broad skills that are transferable across professional environments and industries. His areas of expertise include SEC, US GAAP & IFRS reporting, internal controls, risk management, corporate finance and governance. He holds exceptional communication skills, including significant experience at the executive management and board levels.

Laurie Hopkins, Partner | UHY LLP
Laurie has more than thirty years of experience in public accounting, with expertise in audit review and compilation; business advisory; federal grant reporting compliance; and preparation of financial statements. Laurie advises clients on design, implementation, and assessment of their accounting and financial reporting processes, and their systems of internal control, as well as on compliance with GAAP and financial reporting best practices. Having served clients of all sizes and in a number of industries over the years, Laurie now focuses on privately held middle market companies and not-for-profit organizations.

Brian Kearns, Principal | UHY LLP
Brian manages significant audit engagements for governmental and not-for-profit entities. He’s well-versed in meeting client reporting requirements including: conducting and preparing financial statements; audit planning, including determination of fraud risk, materiality; evaluating, documenting and testing of the adequacy and effectiveness of internal controls; completing required client communications; compiling financial statements and related footnotes from client information; and providing technical advice, business advice and other recommendations. Brian is a licensed CPA in the State of New York.

Melinda Altimore, Senior Staff | UHY LLP
Melinda is a member of the Audit and Assurance Department and an active member of the firm’s National Government and National Not-for-Profit Practices. She is involved in performing attestation services on financial statements while providing value-added services to client relating to internal controls across various industries such as Not-for-Profit, Governmental, Education, Healthcare, and small business.
Melinda has proven success in audits to maintain compliance with policies, laws, regulations and company objectives. She has completed federal fund, employee benefit plan, and annual audits for local governments, not-for-profits, and school districts.

Recommended CPE Credit: 1
Recommended Field of Study: Specialized Knowledge
Prerequisites:  None
Program Knowledge Level:  Basic
Advanced Preparation:  None

*To receive CPE credit attendees must attend the session via a computer or mobile device, dial in attendees will not qualify. All three (3) attendance verification polling questions must be answered, the survey at the close of the session must be completed, and your time in the session must be a minimum of 50 minutes in order to receive 1.0 CPE credits.

NASBA Sponsor Statement
UHY Advisors, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) 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: www.nasbaregistry.org. National Registry of CPE Sponsors Number 109122.

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