Register for the Event
The Nonprofit Morning Brief: Strategy, Financial Compliance & Transformation
Event Details:
Date: Wednesday, October 29, 2025
Time: 8:00AM-12:00PM
Location: In-Person Event - The Tower Club Tysons Corner – Fairfax Room
8000 Towers Crescent Dr, Suite 1700, Vienna, VA 22182
Agenda:
| 8:00am - 8:30am | Registration & Breakfast |
| 8:30am - 9:20am | Panel 1: The Evolving Role of the Nonprofit CFO: Adapting to New and Ongoing Challenges |
| 9:30am - 10:20am | Panel 2: Nonprofit Tax and Accounting Changes for 2025: The One Big Beautiful Bill Act, Uniform Guidance, and GAAP Updates |
| 10:30am - 11:20am | Panel 3: Transforming Nonprofit Accounting Through Automation |
| 11:30am - 12:00pm | Networking |
Participants will earn up to 3 CPE credits.
Field of Study: Accounting/Specialized Knowledge
- Panel 1
- Panel 2
- Panel 3
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Panel 1
The Evolving Role of the Nonprofit CFO: Adapting to New and Ongoing Challenges
Every CFO, whether stepping into the role for the first time, bringing prior experience to a new organization, or leading in the same seat for years, faces the challenge of continually learning, adapting, and managing risk. Join our panel of accomplished nonprofit CFOs as they share how they’ve approached both new beginnings and long-term leadership. Hear how they’ve navigated their first year in a role, sustained momentum over time, and responded to evolving risks and opportunities in their organizations.
Panelists:
- Kathy O’Connor – Moderator, Nonprofit Consulting Leader, Partner at Aprio
- Anjula Singh, CFO & COO at SoundExchange
- Michelle Aslan, CFO at the American Psychological Association
- Zerihun Haile-Selassie, CFO at the Endocrine Society
Learning Objectives:
- Draw knowledge and skills from CFOs as the moderator explores personal approaches, lessons learned, and strategies for being a nonprofit CFO.
- Ascertain knowledge from CFOs with a range of experiences - from those newly stepping into leadership to those who have guided their organizations for years.
- Acquire strategies for balancing immediate priorities with long-term impact.
- Identify strategies to navigate the attendees’ own journeys as nonprofit professionals.
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Panel 2
Nonprofit Tax and Accounting Changes for 2025: The One Big Beautiful Bill Act, Uniform Guidance, and GAAP Updates
Nonprofit leaders face an evolving landscape of tax and accounting rules that directly impact financial reporting and operations. This session will highlight key updates including the One Big Beautiful Bill, Uniform Guidance changes, functional expense allocation, contribution accounting, and lease considerations, offering practical insights to help organizations stay compliant and prepared.
Panelists:
- Tyler Hamilton – Moderator, Manager, Assurance Services at Aprio
- Anna Helfen, Senior Tax Manager, Nonprofit at Aprio
- Shane Mowery, Director, Assurance Services at Aprio
- Claire Mudd, Manager, Assurance Services at Aprio
Learning Objectives:
- Discuss the changes in charitable contribution deductions for individuals and corporations as a result of the OBBBA.
- Determine the enhanced reporting around executive compensation from the OBBBA.
- Identify the key changes introduced in the 2024 Uniform Guidance update, including implications for compliance, audit requirements, and federal award management for nonprofit organizations.
- Acquire proficiency in nonprofit GAAP accounting standards, focusing on the statement of functional expenses, contributions (including conditions and restrictions), and lease accounting under ASC 842.
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Panel 3
Transforming Nonprofit Accounting Through Automation
Automation is transforming the way nonprofits manage their back-office operations. In this session, we’ll showcase how Sage Intacct can streamline everyday tasks, such as reporting, expense management, and financial tracking, freeing up valuable staff time and reducing manual errors. Beyond the demo, our panel will discuss the broader role of automation in nonprofit finance and operations, highlighting practical ways technology can help organizations work smarter, not harder.
Panelists:
- Lora Franklin Zuk, Partner, Nonprofit Client Accounting Services at Aprio
- Caitlin Almer, Director, Nonprofit Consulting at Aprio
- Dave Abel, Solution Engineer at Sage Intacct
Learning Objectives:
- Recall the benefits of automating finance and accounting processes.
- Identify high-impact areas that benefit most from automation in nonprofit financial operations.
- Recognize common mistakes that limit automation and how to avoid them.
- Review how technology drives automation through a live Sage Intacct demonstration.
Additional Information
- Prerequisites: None
- Target Audience: Nonprofit professionals
- Advanced Preparation: No advance preparation required.
- Program Level: Overview
- Delivery Method: Group, Live
For more information, complaint, and/or program cancellation policies please contact Colleen Smith at colleen.smith@aprio.com.
Aprio, 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.nasbaregistry.org.
“Aprio" is the brand name under which Aprio, LLP, and Aprio Advisory Group, LLC (and its subsidiaries), provide professional services. LLP and Advisory (and its subsidiaries) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. LLP is a licensed independent CPA firm that provides attest services, and Advisory and its subsidiaries provide tax and business consulting services. Advisory and its subsidiaries are not licensed CPA firms.
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