AAFCPAs has been invited to present a workshop as part of the 2026 Institute for Trustees Conference for nonprofit board members and executive directors presented by Essex County Community Foundation, Greater Worcester Community Foundation, Community Foundation for MetroWest, and South...
AAFCPAs has been invited to present a workshop as part of the 2026 Institute for Trustees Conference for nonprofit board members and executive directors presented by Essex County Community Foundation, Greater Worcester Community Foundation, Community Foundation for MetroWest, and South Coast Community Foundation. The conference brings together nearly 1,000 leaders from across the sector to discuss financial oversight, fundraising strategy, and governance along with technology and security—core issues shaping nonprofit performance and accountability.
During a 90-minute virtual session titled A CPA, CFO and CFE Walk into a Bar… Audit-Proofing Your Organization, AAFCPAs’ partners Katie Belanger, CPA, and Lisa Whittemore, CFE, CRMA, MBA, will join Thomas Pappas, principal at CLA, to examine audit readiness in a period of heightened financial and regulatory scrutiny.
Nonprofit organizations continue to face mounting fiscal pressures and evolving compliance standards. This workshop explores practical strategies to strengthen audit preparedness, reduce costly adjustments, and protect public funding. Attendees will gain insight into streamlining financial processes, reinforcing internal controls, and aligning finance functions with audit priorities.
Through a forward-looking discussion, the panel will also address the broader consequences of noncompliance, including reputational risk and funder confidence. Participants will leave with clear, actionable guidance to support transparency, fiscal stewardship, and long-term operational resilience.
What: A CPA, CFO and CFE Walk into a Bar… Audit-Proofing Your Organization
When: May 28, 2026, 12:00 – 1:30 PM ET
Where: This is a live virtual event.
Registration Opens: January 22
Keynote Session: March 24
Virtual Workshop Sessions: March 25 – June 2
The 2026 Institute for Trustees Conference begins with a virtual keynote and panel discussion, Leadership in Uncertain Times, on March 24, followed by 14 interactive workshop sessions held from March 25 through May 28. A virtual peer lunch hour on June 2 provides additional opportunity for connection and dialogue. Regional sessions will also be offered.
The Institute for Trustees Conference remains a respected forum for nonprofit leadership development, offering practical insight and thoughtful discussion on issues central to mission-driven organizations.
AAFCPAs offers a wealth of resources on nonprofit financial and operational excellence. Subscribe to get alerts and insights in your inbox.
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