2019 not-for-profit and healthcare executive forum | Philadelphia

Event Info

Elaine Levitt & Joel Gershman Education and Conference Center
222 N. 20th St.
Register for This Event

Join assurance, tax, consulting, actuarial and human resources specialists from Baker Tilly and Baker Tilly Vantagen as we host our third annual Not-for-profit and healthcare executive forum. Baker Tilly serves not-for-profits of all types and sizes. So whether you operate a healthcare organization, educational institution, foundation, social service agency, private club, church or other type of not-for-profit, we are here to support your mission. By attending this forum, you will gain access to accounting, financial and operational expertise to help enhance your organization’s effectiveness and improve efficiencies.


11:30 a.m. – noon | Registration, networking and lunch
Noon – 12:10 p.m. | Welcome and introductions
12:10 – 4:30 p.m. | Executive forum education sessions
4:30 – 5:30 p.m. | Networking reception

Sessions include:

GAAP accounting update: Not-for-profit financial statement reporting standard, revenue recognition, leases and other recently issued ASUs

Presented by Erica Valente, Senior Manager and Alli Johnson, Manager, Baker Tilly

Minding the metrics: What role does the business office play to ensure realities are understood and critical decisions are made?

Presented by David Gregory, Healthcare Consulting Practice Leader and Susan Maloney, Senior Manager, Baker Tilly

Tax update: Key TCJA, SALT and audit activity considerations for tax-exempt entities

Presented by Kerri Bogda, Senior Manager and Mark Heroux, Principal, Bake Tilly

Hot topics in quantifying self-insurance risks for not-for-profit and healthcare organizations

Presented by Michael Dubin, Director, Actuarial Services, Baker Tilly

Understanding your workforce: Recruitment, retention and rewards

Presented by Kim Wylam, President and Deanna Kempinski, Senior HR Consultant, Baker Tilly Vantagen

Learning objectives

  • Understand the main provisions of FASB’s new accounting standard for not-for-profit reporting and how to improve net asset allocation
  • Review ASC 606 revenue recognition implementation guidelines and best practices
  • Discuss compliance with newly issued ASUs and how they will impact how your organization does business
  • Understand the practical aspects of implementing Tax Cuts and Jobs Act changes to unrelated business income reporting
  • Learn how the audit process and increase in audit activity may impact your organization and how to mitigate risk
  • Recognize state and local tax issues impacting tax-exempt organizations, such as the Wayfair decision
  • Understand key metrics to assess fiscal position and important factors to build a nimble and relevant dashboard approach for communicating fiscal position, areas of concern and keys to align positive fiscal position with success
  • Learn various approaches to benchmark performance both internally and externally
  • Understand the collaborative approach required to develop and implement an effective means to continually assess key metrics and the decisions required to ensure the organization is meeting objectives
  • Analyze trends in identifying self-insurance risks and how actuaries can help quantify them
  • Understand what motivates employees to join or leave an organization
  • Identify key issues around recruitment and retention in organizations and best practices on how to address those issues to develop a satisfied and engaged workforce
  • Review examples of well-designed recruitment and retention programs and rewards packages

Who should attend

CFOs, CEOs, COOs, board members, controllers, executive directors and management professionals doing business as a not-for-profit, higher education and/or healthcare organization throughout the Philadelphia region should attend. Participants are eligible to receive up to 4.5 CPE credits.

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

Information about CPE eligibility

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

Level: Basic
CPE credit: four (4.5) hours total credit
Field of study: Accounting (1), Business Management & Organization (1), Management Advisory Services (.5), Personnel/HR (1), Taxes (1)

A certificate of completion will be emailed to you four to six weeks after the event.

For more information regarding administrative policies such as complaint and refund policies, please contact Heather Eggers 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: learningmarket.org.