Annual Not-for-Profit Update

Thank you for joining us during the 2021 annual Not-for-Profit Update. Our experienced professionals covered the following topics:

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

If you missed the live event, a recording is available below.

Watch Video         View Slides

We also invite you to participate in our 2022 Not-for-Profit Trends Survey to share your perspective on the latest trends and challenges impacting your organization and the not-for-profit industry.

Take the Survey

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.