SEK’s Building Stronger Nonprofits Through Better Financial Management

Description

Enrich your knowledge by joining us at SEK's annual event for nonprofits. Our team of experts will provide you with timely updates on industry changes and valuable tips to optimize your organization's performance.
 
Free webinar
Tuesday, June 2, 2026
8:30 a.m. - 12:30 p.m.
Virtual via Zoom

4 hours of CPE credit provided for attendance.
 
Session Topics:
 

• Putting Your Money Where Your Mission Is
  • Managing investments for nonprofit endowments and foundations requires balancing financial performance with mission-driven goals. In this session, we’ll explore funding sources, investment and asset allocation strategies, ways to align investments with your mission, and the role community foundations can play, along with practical guidance on measuring performance, structuring an effective investment committee, and preparing for future trends in nonprofit investing.
  • Presented by Mike Kasecamp, CPFA, QKA, President, Trust and Wealth Services, CNB Wealth Advisors
     
• Recruiting & Retention for Nonprofits
  • Learn about today’s current labor market as well as tools you can use to attract and retain talent. In this session, we’ll provide you with some creative ideas to implement now to build a strong team and ensure your organization’s success. 
  • Presented by Laura Stover, SHRM-SCP, SPHR, Director of HR Advisory Services, SEK
     
• Accounting Technical Updates 
  • In this session, we will review key technical updates, including revenue recognition and grant income accounting, recent changes in Uniform Guidance, a summary of lease accounting with common pitfalls, and new and upcoming accounting guidance related to Government Assistance (Topic 832) and improvements to income tax disclosures (Topic 740).
  • Presented by Will Laubach, CPA, Member of the Firm, SEK
     
• Tax Benefits of Charitable Contributions for Donors
  • Tax law changes can directly influence donor behavior and charitable giving strategies. In this session, we’ll review key tax developments affecting donors, explain what they mean in practice, and share actionable ideas your organization can implement to better position itself for fundraising success.
  • Presented by Steve Lubart, CPA, Member of the Firm, SEK
     
• When to Outsource Your Organization's Financials
  • As financial responsibilities become more complex, it can be difficult to know when in-house processes are enough and when outside support may be beneficial. This session will explore practical signs that it may be time to outsource certain financial functions, along with best practices, common types of solutions, and considerations to help your organization improve efficiency, strengthen reporting, and make informed decisions.
  • Presented by Krista Gardner, CPA, Member of the Firm, SEK
     
• Effective Use of Your Board
  • A nonprofit’s board can be one of its greatest assets—or one of its most underutilized resources. This presentation explores practical strategies for engaging your board in ways that strengthen governance, advance the mission, and support organizational sustainability.
  • Presented by Erin Clark, CPA, MBA, Member of the Firm, SEK