RSVP today for AAFCPAs’ 2025 Annual Nonprofit Seminar, a full-day virtual event being held on Wednesday, April 30, 2025. This event delivers practical strategies to help nonprofit leaders and finance professionals navigate current challenges, optimize operations, and drive long-term success within your organization.
During the seminar, you will:
- Gain insight into accounting standards and regulatory changes that impact your business.
- Learn from industry-leading professionals on key trends and risks facing nonprofits.
- Gain strategies to optimize financial management and operational efficiency.
- Explore digital transformations and other innovative approaches to advancing your mission.
April 2025 Agenda | Details | Register | Testimonials
Your Event Agenda
Our carefully curated agenda offers a blend of data-driven insights and practical solutions designed to enhance your role and decision-making capabilities. Together, we’ll explore ways to optimize resources and achieve impactful results, all while maintaining a sustainable and balanced approach. We are delighted to have you with us on this journey towards financial excellence and smarter business practices.
Introduction & Welcome
8:45 – 9:00 AM
John will guide attendees through the essential housekeeping notes for navigating our virtual event, detailing the process for earning Continuing Professional Education (CPE) credits and providing a brief overview of the day’s agenda. This session is key to a seamless experience, ensuring attendees are well-prepared to engage with the day’s sessions, connect with speakers and attendees, and make the most of the opportunities for learning and networking.

John Buckley
Accounting Standards Update
9:00 – 9:30 AM
Join AAFCPAs’ nonprofit assurance leaders for this essential session on the latest accounting standards affecting the nonprofit sector. Gain practical insights into recent updates, compliance requirements, and implementation strategies. This annual favorite equips nonprofit professionals with the information needed to navigate complex regulations, strengthen financial reporting, and enhance organizational transparency. Leave with strategies to ensure compliance, mitigate risk, and drive financial sustainability.

Matthew Hutt

Jennifer A. L’Heureux
Navigating Executive Orders: What Nonprofits Need to Know
9:30 – 10:00 AM
Join AAFCPAs’ nonprofit consulting attorneys for an insightful session on key issues shaping the sector including the potential defunding of the Department of Education and shifts in government funding. Explore the status and implications of HR 9495, often called the “nonprofit killer bill,” and examine how record-high homelessness and affordable housing shortages are driving policy change. Gain clarity on the new Direct Pay solar credits including how they work and what they mean for your organization. Leave better informed and prepared for the challenges ahead.

Joshua England

Chris Consoletti
Break
10:00 – 10:15 AM
Embracing Continuous Close for Real-Time Financial Insights
10:15 – 11:00 AM
Discover how Continuous Close can transform financial management in this informative 30-minute session. Learn how to streamline financial processes, leverage automation, and deliver timely and accurate data for strategic decision-making. Explore practical steps and real-world examples along with the benefits of a forward-looking finance mindset. This session is ideal for CFOs and finance professionals looking to improve efficiency and insight.

Joyce Ripianzi

Amy Staunton

Lauren M. Duplin
Strategic Software Add-Ons to Streamline Operations
11:00 – 11:20 AM
Join us for an insightful session on enhancing operational efficiency through powerful software solutions. We’ll explore tools that automate routine tasks across resourcing, project management, budgeting, and AP automation—freeing up your time for higher-value work. Learn how to optimize your tech stack to improve accuracy, boost performance, and support strategic decision-making–without overcomplicating.

Robyn Leet

Stuart Karas
You Can Automate That!
11:20 – 11:50 AM
In 2009, Apple said, “There’s an app for that.” In 2025, the mantra is, “You can automate that!” Find out how Robotic Process Automation (RPA) and Artificial Intelligence (AI) can eliminate repetitive tasks, accelerate digital transformation, and streamline workflows in the finance function. Learn practical strategies that help you work faster, smarter, and more consistently than ever before.

Ryan K. Wolff

Vassilis Kontoglis
Break
11:50 AM – 12:30 PM
What’s New at AAFCPAs
12:30 – 12:45 PM
Join AAFCPAs’ Partner Matthew Boyle as he enthusiastically shares recent highlights of the firm’s success that are most pertinent to you, our coveted nonprofit audience. This is one of our most anticipated sessions annually! Come for pure enjoyment and leave satisfied with an appreciation of our ongoing efforts to bring nonprofits exceptional value through alignment of goals and joint efforts that drive success.

Matthew Boyle
AAF Wealth Management Market Insights
12:45 – 1:00 PM
In an ongoing commitment to keep clients abreast on a range of issues that might affect your business and personal financial health, AAF Wealth Management’s Wealth Advisor and Director of Investments Kevin Hodson, shares what has driven performance of late along with thoughts on variables that could shape markets going forward.

Kevin P. Hodson
Keynote
1:00 – 2:00 PM
We are excited to announce our keynote soon!
AI Chatbots and Deepfake Awareness: Navigating Risks and Training Your Team
2:00 – 2:20 PM
Explore the role of AI chatbots in the workplace including their benefits, risks, and limitations. Better identify and understand deepfakes and learn effective strategies to train staff on navigating these technologies responsibly and securely.

Vassilis Kontoglis

Ryan K. Wolff
Wrap-up and Gratitude
2:20 – 2:30 PM
As we draw our main stage seminar to a close, we take a moment to reflect and express our thanks. If you are not attending our post-seminar breakout discussions, this 15-minute closing is a chance to acknowledge the insights shared, reflect on the connections made, and extend our heartfelt gratitude to all nonprofit executives who spent the day with us.

John Buckley
Break
2:30 – 2:45 PM

Post-seminar Breakout Discussions (with Speakers and Peers)
2:45 – 3:15 PM
Join AAFCPAs’ interactive post-seminar breakout sessions to network, ask follow-up questions, and engage directly with speakers and peers. Gain valuable insights into each topic and hear what matters most to your colleagues. Participate from the comfort and convenience of your office, with direct links to breakout sessions provided by our speakers.
