Intro to Not-for-Profits Workshop

Type: Webinar with NA CPE

21 June 2023 2:00 pm ET
22 June 2023 4:00 pm ET

June 21 and 22, 2023 from 2-4 pm ET each day

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Intro to Not-for-Profits

Join us for this 2 day Introduction to Not-for-Profits workshop led by the NFP Sharegroup CTLs. This session is geared toward 2nd year employees, new auditors, or anyone who is interested in learning more about not-for-profit organizations. 

Learning Objectives

  • Intro to NFPs
  • Contributions
  • Investments
  • The Single Audit
  • Risk Assessment

Speaker Bios
Kristen Hoyle, CPA
Audit Partner
Thomas, Judy and Tucker

Kristen has been with Thomas, Judy and Tucker since 1998 and has over thirty years of experience in public accounting. Kristen’s industry experience includes not-for-profits, governmental and HUD entities, real estate, construction, personal service corporations, employee benefit plans, due diligence, business planning and litigation support. She has worked in the tax arena over the years and oversees the non-profit practice within the firm. Kristen has been named one of the Triangle’s Impact Leaders from professional service firms in 2009 by Business Leader Magazine.

Valerie Kaufman, CPA

Director of Talent Management and Forecasting
Chiampou Travis Besaw & Kershner LLP

With over ten years experience in public accounting, Valerie has supervised and provided accounting and business consulting services to clients in a variety of industries including manufacturing, financial services, and non-profit. Her selected experiences include providing audit, accounting, & consulting services to non-profits, reviewing businesses’ internal control and provides recommendations, and adjunct Professor of Government and Not-for-Profit accounting at Niagara University

Jennifer Perrier, CPA
Senior Manager

Hoffman, Stewart & Schmidt, P.C.

Jennifer Perrier, Senior Manager, joined the firm in 2010 and has spent her entire public accounting career at HSS. Prior to joining the HSS team, Jennifer spent 6 years as an accounting specialist and bookkeeper. Jennifer has extensive experience performing assurance and consulting services for nonprofit organizations, with an emphasis on Uniform Guidance audits. Her experience also includes assurance services with employee benefit plans and closely-held businesses.

Mark Uebele, CPA
Assurance Services Partner
Sisterson & Co. LLP

Mark chairs the manufacturing/distribution industry group at Sisterson and leads the commercial lender services and employee benefit plan teams. He provides audit and assurance services to privately owned, middle market clients in a variety of industries. He is also involved with special consulting projects for many clients. In addition to his client responsibilities, Mark is a member of the firm’s Performance Management Task Force and serves as an instructor for in-house continuing professional education programs relating to accounting and auditing matters. Mark is an avid golfer. He and his wife have one daughter and live in Greensburg, PA.

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Type of enquiry

AGN International Ltd is a company limited by guarantee registered in England & Wales, number 3132548, registered office 3 More London Riverside, London SE1 2RE, United Kingdom.
AGN International Ltd (and its regional affiliates; together "AGN") is a not-for-profit worldwide membership association of separate and independent accounting and advisory businesses.
AGN does not provide services to the clients of its members, which are provided by Members alone.
AGN and its Members are not in partnership together, they are neither agents of nor obligate one another, and they are not responsible or liable for each other's services, actions or inactions.