Not-for-Profit and Healthcare Executive Forum | Philadelphia

Event Info

Franklin Institute
The Elaine Levitt & Joel Gershman Education and Conference Center
222 N. 20th St.
Philadelphia, Pa.
Register for This Event

Join Baker Tilly’s assurance, tax and risk consulting specialists as we discuss the latest accounting, financial and operational issues and developments to help enhance your not-for-profit organization’s effectiveness.

Through this workshop, we will share insights and guidance on current trends, challenges, requirements and best practices for not-for-profit and healthcare entities to help manage your organization’s operations.

Event details

11:30 a.m. – Noon – Registration, networking and lunch
Noon – 12:15 p.m. – Welcome and introductions
12:15 – 5 p.m. – Executive Forum education sessions
5 – 6 p.m. – Networking reception

Sessions include:

GAAP accounting update: Not-for-profit Financial Reporting Standard, ASC 606: Revenue Recognition and other newly issued ASUs

Presented by Caroline Hipple, Senior Manager and Alli Johnson, Manager, Baker Tilly

Construction auditing: Where to start and how to make it work for your organization

Presented by Tony Ollmann, Firm Director, Baker Tilly

Tax exempt organizations update: Tax reform, Community Health Needs Assessment best practices and UBI tax questions answered

Presented by Julius Green, Partner and Regional Tax Leader and Kerri Bogda, Senior Manager, Baker Tilly

Panel discussion: Best practices in Enterprise Risk Management and effective board governance

Presented by Adrienne Larmett, Senior Manager, Frank Bossle, Director, John Park, Director, Baker Tilly; Ray Ciccone, Board Secretary, Stockton University and Marvin Mashner, Board Member, Jefferson, Acts Retirement-Life Communities and CARF

Who should attend?

CFOs, CEOs, board members, controllers, executive directors, management professionals doing business as not-for-profit and/or healthcare organizations throughout the Philadelphia region should attend. Participants are eligible to receive up to 5 CPE credits.

The CPE sessions will include information on:

  • FASB’s new accounting standard for not-for-profit reporting – main provisions and how to improve net asset allocation
  • ASC 606, Revenue Recognition Accounting Standard best practices for not-for-profit organizations
  • Key construction terminology
  • Analyzing a construction contract and preparing a risk matrix
  • Identifying construction project control gaps and developing and executing a construction audit program
  • Tax reform, including challenges and opportunities for not-for-profit and healthcare entities
  • Importance of community benefit programs and best practices in CHNAs
  • Identifying and properly dealing with unrelated business income (UBI) tax
  • Understanding and applying the right ERM framework for your environment
  • Engaging boards and key stakeholders in the ERM process
  • Identifying and leveraging key success factors for effective implementation of an ERM framework
  • Best practices in the strategic alignment of your ERM process

Registered attendees who park in the Franklin Institute’s parking garage will receive free parking by bringing your ticket to the forum for validation.


Information about CPE eligibility

There are no prerequisites for this seminar, and advance preparation is not required. There is no cost to attend this seminar.

CPE credit: Five and fourth tenths (5.4) hours total credit
Field of study: Field of Study: Accounting (1.2); Management Advisory Services (2.7); Tax (1.5)
CPE host: Malorie Goldblatt

Please indicate on the registration form if you would like to receive eligible CPE credit for this webinar event. A certificate of completion will be e-mailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund, please contact our offices at 608 240 2522.

Baker Tilly Virchow Krause, LLP 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.learningmarket.org.


The information provided here is of a general nature and is not intended to address the specific circumstances of any individual or entity. In specific circumstances, the services of a professional should be sought. Tax information, if any, contained in this communication was not intended or written to be used by any person for the purpose of avoiding penalties, nor should such information be construed as an opinion upon which any person may rely.  The intended recipients of this communication and any attachments are not subject to any limitation on the disclosure of the tax treatment or tax structure of any transaction or matter that is the subject of this communication and any attachments.