NICBOA 2022

Registration Information

Please register for NICBOA 2022 Virtual Meeting by Friday March 4, 2022. The schedule page has times and information for daily sessions for both days. Read below for specific details about Moss Adams’ session and the opportunity to earn CPE credits.

NICBOA 2022 Virtual Meeting: Accounting and Tax Update

Presented by Moss Adams

DATE: March 11, 2022
TIME: 9 a.m. – 10:30 a.m.
LOCATION: Virtual

Description

The higher education industry has weathered a changing environment with the continued pandemic. This session will discuss the new round of HEERF aid, ERTC extension, tax updates, and other hot topics.  We’ll also discuss updates from the Financial Accounting Standards Board (FASB), and give an overview and guidance on auditor reporting changes.

Learning Objectives

After completing this training, participants will be able to:

• Describe recent hot topics in the higher education industry
• Describe rules and regulations surrounding HEERF funding
• Describe recent tax legislation and updates
• Identify changes to financial reporting and disclosures resulting from new standards

Speakers

Jennifer Price, Partner
Jennifer is the partner in charge of the Portland office and has provided professional services to a wide variety of not-for-profit clients since 1999. She leads the Oregon region’s Not-for-Profit Practice and is proficient in accounting, assurance, and consulting. Jennifer has experience with audits of numerous not-for-profit organizations, including colleges and universities, foundations, environmental and energy organizations, and other entities. Jennifer is also a member of the firm’s Environmental, Social and Governance (ESG) group. Jennifer has experience performing sustainability audits and conducting audits in accordance with the Government Auditing Standards and US Office of Management and Budget Uniform Guidance, audits of states, local governments, and not-for-profit organizations.

Scott Simpson, Partner
Scott has been in public accounting since 1997, including four years at a Big Four firm. His focus is on audits of higher education institutions, research institutes, utility and insurance companies, not-for-profit organizations, and governmental entities. Scott has performed audits in accordance with OMB Uniform Guidance for Federal Awards as well as program audits as required by the Department of Education. He has prepared financial statements under GASB, FASB, and Statutory Basis Accounting. He has vast experience assessing, observing, and testing internal control environments and compliance with laws, regulations, and grant requirements.

Wendy Campos, Partner
Wendy has been in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations (both private and public), higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. Wendy is a trusted business advisor to her clients, providing compliance and consulting in the areas of: unrelated business income, alternative investments, obtaining and maintaining tax-exempt status, deferred taxes, fringe benefits, Forms 990, 990-PF, and 990-T, grantmaking, related and controlled organizations, compensation reporting, self-dealing, planning for the minimum distribution requirements and excise tax rate.

Hilary Tanneberg, Senior Manager
Hilary has practiced public accounting since 2010. She primarily works with not-for-profit organizations and higher education institutions, supervising and performing audits and single audits; assessing internal controls; preparing management letter comments, and more.

Additional CPE Information

Questions?

Erica Nukaya, nukayae@reed.edu, 503-788-6616