Not-for-Profit Financial Executives Networking Event

This comprehensive technical update will cover accounting, tax and pension developments.

• The accounting portion will cover hot topic updates such as fair value and financial statement disclosures related to the credit quality of financing receivables, and will give the participants insight as to what is on the horizon including proposed changes to lease accounting, revenue recognition, risks and uncertainties and financial instruments.
• The tax presentation will provide an update on IRS activity in the Non-Profit arena including Examination focus, Political Activity, Supporting Organizations, Foreign Activity Reporting, California FTB and Attorney General Activity and changes to the Form 990 and related areas of IRS interest.
• This retirement plan update will include the new regulations related to Plan Sponsor and Participant Fee Disclosure, an update on the uniform Fiduciary standard and some observations following the first completed filings and audits of the form 5500. An update for Non-ERISA 403(b) plans will also be provided.

Speakers:

• Stacie Kowalczyk, Assurance Senior Manager at Burr Pilger Mayer, Inc.
• John Panetta, Shareholder at Burr Pilger Mayer, Inc.
• Mike Rogers, Director in Assurance/Pension Services at Burr Pilger Mayer, Inc.

Agenda:

Event Sponsors:

Bridges SF, LLC Bridges SF is an executive search and interim staffing firm specializing in senior executives serving all industries in the Greater Bay Area. www.bridgessf.com

Burr Pilger Mayer, Inc. BPM, the largest California based accounting and consulting firm, offers tax, business consulting, wealth management and audit services across a wide spectrum of industries from offices in San Francisco, Palo Alto, San Jose, Walnut Creek, Novato and Santa Rosa, California. The 400-person firm is locally owned, with a strong foundation of environmental, social and philanthropic stewardship. For more information, please visit www.bpmcpa.com



Questions? Contact Janet Monfredini 415-294-4646, janet@bridgessf.com