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Biggest Changes In the Financial Sector (Orange County Session)

Tuesday, April 10, 2018
12:00pm - 2:00pm PDT
Moss Adams
2040 Main Street, Suite 900, Irvine, CA 92614
Members: $0.00
Non-Members: $0.00
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2018 will bring about sweeping changes in the financial realm for nonprofit organizations. Changes to generally accepted accounting principles (GAAP), combined with the impact of the Tax Cuts and Jobs Act, will create a new world of financial reporting and accounting. Whether or not these changes affect your foundation directly, understanding the indirect impacts will be vital as the sector evolves.

You are cordially invited to join us for a convening on financial changes in the tax exempt sector co-presented by Lauren Haverlock, Senior Manager, Moss Adams LLP; Matt Parsons, CPA, Senior Manager, Moss Adams LLP and Laura Roos, CPA, Partner, Moss Adams LLP . This presentation and discussion will show us how the new regimes intersect and how to meet the changes head on.


Topics for discussion will include:

  • Sweeping changes to NFP Financial Reporting and GAAP
    • Key changes
    • Advance preparation
    • Advance communication, education and policy modifications
    • Pitfalls to avoid
    • Opportunities to take


  • Tax reform legislation, including changes to:
    • Fringe benefits and compensation
    • Unrelated business income tax
    • Individual, business and international provisions that may affect your foundation and its investments


  • Recent IRS news and guidance
    • Program related and mission related investments
    • Donor advised funds
    • Foreign grants



Lauren Haverlock, CPA, Senior Manager, Moss Adams LLP

Lauren has practiced public accounting since 2004. She consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization and tax exempt bond compliance. She advises private foundations on their most pertinent issues, including tax planning related to alternative and foreign investments, structuring program and mission-related investments, charitable giving structuring, transactions with disqualified persons, expenditure responsibility and distribution planning.




Matt Parsons, CPA, Senior Manager, Moss Adams LLP

Matt has practiced public accounting since 2005. His experience includes preparation of financial statements, internal control examinations and conducting audits in accordance with Government Auditing Standards and Single Audits of federal awards. Matt also provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations.






Laura Roos, CPA, Partner, Moss Adams LLP

Laura has been in public accounting since 1991. She has significant experience conducting audits in accordance with Government Auditing Standards and the Single Audit Act. She provides training on accounting and auditing topics for Moss Adams professionals as well as clients and industry organizations. Laura leads the firm’s Not-for-Profit Practice in Southern. In May 2010, Laura was appointed one of 17 members of the brand-new FASB Not-for-Profit Advisory Committee (NAC). The NAC will serve as a standing resource for the FASB in obtaining input from the not-for-profit sector on existing financial reporting guidance, current and proposed technical agenda projects and longer-term or pervasive financial reporting matters affecting those organizations.



No cost to participate

Who May Attend:
This event is open to SCG and SDG members and eligible non-members, and is especially geared to financial executives, financial staff, and financial advisors.

Register online using the link above.

Up to 3 CPE credits in Accounting & Taxes are available for this session.

Program Level: Basic
Delivery Method: Group-live

Learning Objectives: After completing this training, participants will be able to:

  • Identify changes to NFP Financial Reporting and GAAP
  • Identify the changes created by Tax reform legislation.
  • Apply Recent IRS news and guidance to various types of investments and funds.


Moss Adams is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Register of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE sponsors through its website.

For more information about administration policies regarding CPE or complaints, please contact Susie Rosas at [email protected].

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