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Workshop

Fraud Prevention & Form 990 Update

Moss Adams LLP (Medford) 221 Stewart Avenue, Suite 301
Medford

About this event

This event description is for Medford. This workshop will also be offered in Bend (January 30), Eugene (January 14), and Portland (January 16).

Thanks to the generous support of Moss Adams we are able to offer a limited number of scholarships to nonprofit staff and Board members. If you are interested in attending this valuable workshop, please email us.

Presenters

April Stith, Tax Manager

Nancy Young, Senior Manager

Paul Keller, Tax Partner

The IRS continues to stress the importance of transparency and accountability to the public as an obligation of tax exempt organizations. Join NAO and Moss Adams to explore two key risk areas.

Fraud: The Other Fringe Benefit

Do you know that organizations lose 5% of every dollar to fraud schemes in one form or another? Would you or your financial department know the opportunity points or fraud indicators? While the chances of fraud occurring in your organization —externally or employee perpetrated—may seem unlikely, it is a major economic obstacle costing billions each year in lost revenue and misappropriated assets, according to the US Department of Commerce. Join us for a better understanding of:

  • The fraud environment
  • Various fraud schemes
  • Preventive, detective, and corrective controls
  • Characteristics of a fraudster

Winter Tax Update

This tax update will cover updates to the Form 990 and instructions changes for 2013. The complexity of the Form 990 continues to evolve as we settle in to the redesigned forms. This session will focus on the changes in the form and instructions for 2013 and some of the more complex issues and questions surrounding the reporting of partnership interests, compensation, transactions with “interested persons,” and identifying and reporting related organizations.

Who Should Attend?

This workshop is designed for financial managers, controllers, CFOs, executive directors, Board members, and program managers.

About the Presenters

April Stith has been in public accounting since 2001 and focuses both on tax-exempt organizations as well as trust and estate clients. April is a trusted business advisor to her clients, providing compliance and consulting in a variety of areas relating to the Form 990 and charitable estate planning. She is a member of the firm’s Not-For-Profit and Government Group and Wealth Services and Estate Planning Groups. April holds a Master’s Degree from Golden Gate University and is a member of both the American Society and Oregon Society of Certified Public Accountants.

Nancy Young has practiced public accounting since 1996 and has been with Moss Adams since 2006. She is an active member in the Government Industry Group. Previously, she worked for 10 years as an audit manager with the Oregon Secretary of State Audits Division. Her experience includes audits of state, local, and special purpose governments on fraud investigations. Nancy is a Certified Fraud Examiner and an adjunct professor at Portland State University, teaching courses on government accounting and forensic and investigative accounting. Nancy speaks at many professional conferences on the topic of fraud and the cases she has conducted.

Paul Keller is a Tax Partner in the Eugene office of Moss Adams. He has 28 years of accounting experience, with focus on nonprofits organizations, intermediate sanctions, and private foundations. He has a strong technical understanding of laws, procedures, and compliance-related issues. He has in-depth experience dealing with unrelated business taxable income, joint ventures and partnership taxation, and organization structures to minimize tax obligations. Paul chairs the nonprofit tax committee within Moss Adams and is a former member of both the Firm Tax Committee and the NFP-Government Executive Committee. He has spoken at programs sponsored by the AICPA, NACUBO, Council on Foundations, The Oregon Community Foundation, Moss Adams, and others.

Register Now

 Registration is closed for this event
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This event description is for Medford. This workshop will also be offered in Bend (January 30), Eugene (January 14), and Portland (January 16).

Thanks to the generous support of Moss Adams we are able to offer a limited number of scholarships to nonprofit staff and Board members. If you are interested in attending this valuable workshop, please email us.

Presenters

April Stith, Tax Manager

Nancy Young, Senior Manager

Paul Keller, Tax Partner

The IRS continues to stress the importance of transparency and accountability to the public as an obligation of tax exempt organizations. Join NAO and Moss Adams to explore two key risk areas.

Fraud: The Other Fringe Benefit

Do you know that organizations lose 5% of every dollar to fraud schemes in one form or another? Would you or your financial department know the opportunity points or fraud indicators? While the chances of fraud occurring in your organization —externally or employee perpetrated—may seem unlikely, it is a major economic obstacle costing billions each year in lost revenue and misappropriated assets, according to the US Department of Commerce. Join us for a better understanding of:

  • The fraud environment
  • Various fraud schemes
  • Preventive, detective, and corrective controls
  • Characteristics of a fraudster

Winter Tax Update

This tax update will cover updates to the Form 990 and instructions changes for 2013. The complexity of the Form 990 continues to evolve as we settle in to the redesigned forms. This session will focus on the changes in the form and instructions for 2013 and some of the more complex issues and questions surrounding the reporting of partnership interests, compensation, transactions with “interested persons,” and identifying and reporting related organizations.

Who Should Attend?

This workshop is designed for financial managers, controllers, CFOs, executive directors, Board members, and program managers.

About the Presenters

April Stith has been in public accounting since 2001 and focuses both on tax-exempt organizations as well as trust and estate clients. April is a trusted business advisor to her clients, providing compliance and consulting in a variety of areas relating to the Form 990 and charitable estate planning. She is a member of the firm’s Not-For-Profit and Government Group and Wealth Services and Estate Planning Groups. April holds a Master’s Degree from Golden Gate University and is a member of both the American Society and Oregon Society of Certified Public Accountants.

Nancy Young has practiced public accounting since 1996 and has been with Moss Adams since 2006. She is an active member in the Government Industry Group. Previously, she worked for 10 years as an audit manager with the Oregon Secretary of State Audits Division. Her experience includes audits of state, local, and special purpose governments on fraud investigations. Nancy is a Certified Fraud Examiner and an adjunct professor at Portland State University, teaching courses on government accounting and forensic and investigative accounting. Nancy speaks at many professional conferences on the topic of fraud and the cases she has conducted.

Paul Keller is a Tax Partner in the Eugene office of Moss Adams. He has 28 years of accounting experience, with focus on nonprofits organizations, intermediate sanctions, and private foundations. He has a strong technical understanding of laws, procedures, and compliance-related issues. He has in-depth experience dealing with unrelated business taxable income, joint ventures and partnership taxation, and organization structures to minimize tax obligations. Paul chairs the nonprofit tax committee within Moss Adams and is a former member of both the Firm Tax Committee and the NFP-Government Executive Committee. He has spoken at programs sponsored by the AICPA, NACUBO, Council on Foundations, The Oregon Community Foundation, Moss Adams, and others.

When
January 28th, 2014 from  8:30 AM to 11:00 AM
Location
Moss Adams LLP (Medford)
221 Stewart Avenue, Suite 301
Medford, OR 97501
Jackson
Event Fee(s)
NAO Members $45.00
Nonmembers $50.00
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City Medford
NAO Event?
Topic Financial Oversight
Presenter Moss Adams LLP
Event Region Southern Oregon
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