2025 Exempt Organizations Conference

We were happy to see everyone at our 2025 Exempt Organizations Conference held in-person on December 2, 2025. We brought together industry leaders, experts, and professionals for a dynamic and engaging event that was filled with valuable insights and networking opportunities. The resources from each session are presented below.

Session Topics and Presenters

• Right Sizing Financial Operations – Jeremy Smith, CPA and Jenna Sheehan, CPA, Lumsden McCormick
  • Right Sizing Financial Operations (PDF, 31 pages)
• Hot Topics for Tax Exempt Organizations – Tax and NYS Nonprofit Law – Jennifer Aronson and Marla Waiss, Hodgson Russ
  • Hot Topics for Tax Exempt Organizations – Tax and NYS Nonprofit Law (PDF, 35 pages)
• New Yellow Book Rules and GASB Update – Seth Hennard, CPA and Jeremy Smith, CPA, Lumsden McCormick
  • New Yellow Book Rules and GASB Update (PDF, 47 pages)
• Labor and Wage Laws – Michael Hickey, Bond Schoeneck & King
  • Labor and Wage Laws (PDF, 43 pages)