2019 is here, is your organization ready to implement the new FASB reporting requirements for nonprofits? Are you in the process of implementing these standards, but still have some concerns or questions that haven’t been resolved? Hear from Steve Carter, CPA, and Josh Cross, CPA, as they discuss the major provisions of the new rules, showcase key examples, and focus on practical steps for implementing the changes at your organization.
San Francisco Seminar:
Date
Thursday, May 9, 2019
Location
Boston Private Bank – San Francisco
433 California St., 2nd Floor
San Francisco, CA 94104
Register Here for San Francisco Seminar
Agenda
8:00 am to 8:30 am: Breakfast & Networking
8:30 am to 10:00 am: Presentation/Q&A
A buffet of pastries, fruit, juices, coffee, and tea will be available.
About the Speakers:
Steve Carter, CPA, is a Principal in ASL’s Audit and Accounting and Nonprofit Groups. With nearly 45 years of experience, working with both national and regional CPA firms, Steve is well versed in providing accounting, auditing, and business advisory services to a vast group of nonprofit organizations. Steve’s work with such organizations, both large and small include: religious orders and congregations, schools and universities, health and human service organizations, education related entities, technology based nonprofits, along with a wide variety of other nonprofits each with a unique mission, and nonprofits that extend their reach internationally. Steve holds a Bachelor of Science degree in Commerce, from Santa Clara University.
Josh Cross, CPA, is a Principal in ASL’s Audit and Accounting Group and co-chairs the ASL Nonprofit Group. Josh has over thirteen years of public accounting and audit experience serving privately held companies and nonprofit organizations, including those subject to audit requirements in accordance with OMB’s Uniform Grant Guidance (formerly OMB Circular A-133). Privately held companies consist of engineering consulting firms, construction contractors, and manufacturing and distribution companies. Josh has also worked on review and compilation engagements and assisted with business consulting for closely held businesses. Josh holds a Bachelor of Science degree, Accountancy, from Northern Illinois University and a Master’s degree, Information Systems, from Northern Illinois University. He is a licensed CPA in both California and Illinois.
Participating Sponsors
Abbott, Stringham & Lynch (ASL) is one of the largest local CPA firms in the Silicon Valley, consistently ranked among the top 30 accounting firms in the San Jose Business Journal’s annual Book of Lists. ASL’s services cover corporate tax planning and compliance, assurance and accounting, estate and gift tax planning, litigation support, succession planning and valuation. ASL’s services are contextualized by its specialties in nonprofit organizations, real estate, construction, technology, family wealth & individual tax, emerging businesses, manufacturing & distribution, recreation & entertainment and renewable energy.
Boston Private offers the Community Investment Series to support the work of partner organizations that contribute to the strength and vitality of our community. The Bank provides financing for the creation and preservation of affordable housing and economic development initiatives and supports job creation and social service efforts that benefit low- and moderate-income people and neighborhoods. The Bank participates through lending, investments and services including especially those that focus on affordable housing, small business, youth programs, domestic violence, homelessness, health, education, substance abuse, crime prevention, and job training.
Private Banking and Trust services are offered through Boston Private Bank & Trust Company, a Massachusetts Chartered Trust Company. Wealth Management services are offered through Boston Private Wealth LLC, an SEC Registered Investment Adviser and wholly owned subsidiary of Boston Private Bank & Trust Company.