Nonprofit organizations continue to innovate and rethink how they plan, operate, and report. AAFCPAs’ 2026 Nonprofit Seminar sessions offer experienced perspectives you can employ across finance, operations, and strategic planning. Watch pre-recorded sessions from AAFCPAs’ 2026 Nonprofit Seminar, featuring real-world...
Nonprofit organizations continue to innovate and rethink how they plan, operate, and report. AAFCPAs’ 2026 Nonprofit Seminar sessions offer experienced perspectives you can employ across finance, operations, and strategic planning. Watch pre-recorded sessions from AAFCPAs’ 2026 Nonprofit Seminar, featuring real-world insight on financial reporting, compliance, operations, and strategic planning.
An update on the latest accounting standards affecting nonprofits, including upcoming HIPAA security requirements, crypto, CECL, federal funding changes, and Single Audit considerations. The discussion also addresses ongoing challenges such as contributions and pledge accounting, conditional grants, federal grant tracking, and internal controls.
What you’ll take away: Where to focus as you prepare for audits and maintain compliance.
Matthew Hutt
PartnerCPA, CGMA
Matthew Hutt
PartnerCPA, CGMA
Matt leads AAFCPAs’ Healthcare Division, providing assurance, tax and advisory solutions for sophisticated and complex healthcare organizations including Federally Qualified Health Centers, behavioral health providers, home care agencies and hospices, nursing homes,…
Jennifer A. L’Heureux
DirectorCPA
Jennifer A. L’Heureux
DirectorCPA
Jen is responsible for leading high-energy teams in planning and executing financial statement audits for sophisticated nonprofits and privately held companies. She serves a variety of industries, including construction, publishing, green tech,…
In this session, AAFCPAs’ consulting attorneys share strategies for navigating lobbying rules and the 501(h) election and protecting your organization’s tax-exempt status during challenging times.
Joshua England
Partner & Tax AttorneyLLM, Esq.
Joshua England
Partner & Tax AttorneyLLM, Esq.
Josh is a tax strategist with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation.…
Christopher Consoletti
Consulting Attorney, DirectorEsq.
Christopher Consoletti
Consulting Attorney, DirectorEsq.
Chris is a consulting attorney at AAFCPAs, working in conjunction with the firm’s multi-disciplinary team of CPAs and focusing primarily on tax-exempt organizations. He brings expertise in private foundations, lobbying regulations, multi-state…
Risk management should not be a static, reactive exercise. Join us to learn how nonprofits can develop a living, proactive enterprise risk management program that supports better decision-making, reduces fraud exposure, and ensures limited resources are directed toward the risks that matter most.
Lisa Whittemore
Partner, Risk AdvisoryCFE, CRMA, MBA
Lisa Whittemore
Partner, Risk AdvisoryCFE, CRMA, MBA
Lisa specializes in governance, risk, and compliance, drawing on her internal audit, enterprise risk management, and assurance experience within multi-billion-dollar global organizations. She partners with clients to strengthen internal controls, optimize processes,…
John Buckley
PartnerCPA, CGMA
John Buckley
PartnerCPA, CGMA
John leads AAFCPAs’ Educational Services practice, serving diverse academic and education services clients including independent schools, colleges/universities, special education schools, education services, charter schools and charter management organizations (CMOs). He fully understands…
As nonprofit organizations grow and evolve, certain finance processes may become strained or overly complex. This session explores commonly reexamined areas—such as chart of accounts design, grant tracking, and financial close—and how organizations are approaching improvement.
Robyn Leet
Partner, Business Process, Systems & Controls
Robyn Leet
Partner, Business Process, Systems & Controls
Previously a controller private closely-held businesses, Robyn brings her experience of running the daily ins and outs of an organization to all aspects of her work. Having constantly undergone process improvements herself,…
Wendy Smith
Consulting CFO, Business Transformation & IntelligenceCPA
Wendy Smith
Consulting CFO, Business Transformation & IntelligenceCPA
Wendy is an integral member of AAFCPAs’ Technology & Process Advisory team, specializing in delivering advanced business intelligence and enhancing productivity through strategic process and IT solutions. This includes business process assessments…
Agentic AI represents a shift from task-based automation to intelligent agents that support decision-making. This session demystifies the concept and highlights real-world finance use cases, risks, and governance considerations for nonprofit organizations.
Vassilis Kontoglis
Partner, AI Digital Transformation & Security
Vassilis Kontoglis
Partner, AI Digital Transformation & Security
Vassilis brings more than 30 years of experience delivering business intelligence, productivity, information risk and change management, automation, dashboarding, and cybersecurity solutions. He leads enterprise AI strategy, guiding planning and implementation across…
Ryan K. Wolff
Senior AI & Strategic Innovation Consultant MBA
Ryan K. Wolff
Senior AI & Strategic Innovation Consultant MBA
Ryan is a member of AAFCPAs’ Technology & Process Advisory practice and a leader in the firms consulting practice, specializing in AI, data analytics, RPA and strategic innovation. He also leads the firm’s…
Join AAFCPAs’ Chief Marketing Officer Matthew Boyle as he shares recent highlights of the firm’s work most relevant to nonprofit organizations. The session offers an overview of ongoing initiatives and progress, with a focus on how AAFCPAs continues to align firm priorities with nonprofit goals to support long-term success.
Matthew Boyle
PartnerMBA
Matthew Boyle
PartnerMBA
Matthew Boyle brings strategic business insight to the AAFCPAs Partner team. As the firm’s Chief Marketing Officer, he is the leader of the brand and focuses on AAFCPAs’ client experience, ensuring the…
Nonprofits are navigating rapid change driven by political dynamics, technological advances, climate realities, and evolving economic conditions. Rather than operating in reaction mode, today’s leaders have an opportunity to proactively shape what comes next. Join our 2026 Keynote, philanthropic futurist Trista Harris, for a practical, forward-looking conversation on strengthening organizational resilience, anticipating emerging sector trends, and applying futurism tools to build adaptive, high-impact mission strategies designed to succeed well into the future.
Trista Harris
Radical Optimist, Philanthropic Futurist, Professional Speaker and President at FutureGood
Trista Harris
Radical Optimist, Philanthropic Futurist, Professional Speaker and President at FutureGood
Carla McCall
Managing PartnerCPA, CGMA
Carla McCall
Managing PartnerCPA, CGMA
Carla is Managing Partner of AAFCPAs, a U.S. Top 100 CPA and consulting firm based in New England. She is also former Chair of the American Institute of Certified Public Accountants (AICPA).…
Anticipatory leadership is grounded in planning and preparation. By aligning your financial resources directly with your mission, nonprofit organizations can work to build the resilience they need to outlast uncertainty and carry forward with clarity and confidence.
Joyce Ripianzi
Nonprofit Partner, Outsourced Accounting & Fractional CFOCPA
Joyce Ripianzi
Nonprofit Partner, Outsourced Accounting & Fractional CFOCPA
Joyce is a Partner in the Consulting Division of AAFCPAs and a leader of the firm’s growing Outsourced Accounting & Fractional CFO (OAFC) practice with a focus on nonprofit organizations. She provides…
Lauren M. Duplin
Nonprofit Partner, Outsourced Accounting & Fractional CFOCPA
Lauren M. Duplin
Nonprofit Partner, Outsourced Accounting & Fractional CFOCPA
Lauren is a leader in AAFCPAs’ Outsourced Accounting & Fractional CFO practice, where she provides high-level Fractional CFO services and advisory support to nonprofits, foundations, and grant-making organizations. She brings specialized expertise…
Amy Staunton
Director & Consulting CFOCPA
Amy Staunton
Director & Consulting CFOCPA
Amy is a senior member of AAFCPAs’ Outsourced Accounting & Fractional CFO practice, providing high-level, outsourced CFO services for nonprofits, foundations, and grant-making organizations. She serves as an active partner to the…
You’re probably managing your fundraising strategy and your partnership opportunities as two separate tracks. Most organizations do. But nonprofits that weather economic uncertainty best have figured out something different: the same trust-based, relationship-driven discipline that builds a strong philanthropic program is exactly what makes strategic partnerships work, and vice versa. In this session, two practitioners with decades of combined experience share what they’re seeing on the ground right now, across organizations of all sizes and stages, and offer a practical framework for thinking about your relationships as a single, interconnected portfolio.
Courtney McFarland
PartnerCPA, MSA, 340B Apexus Certified Expert™
Courtney McFarland
PartnerCPA, MSA, 340B Apexus Certified Expert™
Courtney is an audit & consulting partner in the firm’s Healthcare Practice with extensive experience advising the nation's healthcare safety net community, including Federally Qualified Heath Centers (FQHCs), clinics, and behavioral health…
Liz Cahn
Nonprofit Fundraising Consultant, Cahn Consulting
Liz Cahn
Nonprofit Fundraising Consultant, Cahn Consulting
Kim McCormick
President, McCormick Group
Kim McCormick
President, McCormick Group
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