2026 Exempt Organizations Conference

Tuesday, December 8, 2026 | 8:30 AM-12:20 PM

Our annual Exempt Conference brings together leaders from nonprofit organizations and governmental entities with financial, legal, and industry experts to explore the issues impacting exempt organizations today. This year’s program will feature timely updates, practical insights, and interactive discussions on financial and compliance challenges, labor and wage laws, New York State’s economic outlook, and emerging insurance, AI, and cyber risks.

Our 2026 Exempt Conference will be online via Zoom. Access the 2026 Lumsden McCormick Exempt Conference Agenda here.

Sessions

Session 1 – 8:30-9:20 AM
Ask Me Anything (Concurrent Sessions: Select One)
Submit questions here

Government Questions, Expert Answers – 1.0 hour CPE credit – Specialized Knowledge, Yellow Book
Seth Hennard, Partner, Lumsden McCormick
James Butera, Principal, Lumsden McCormick
Jeremy Smith, Principal, Lumsden McCormick

Join Lumsden McCormick’s governmental specialists for an interactive discussion focused on the issues keeping administrators, treasurers, and business officials up at night. From GASB and federal grant compliance to budgeting challenges, Single Audits, to public transparency, we’ll answer your questions.

Nonprofit Questions, Expert Answers – 1.0 hour CPE credit – Specialized Knowledge
Sarah Hopkins, Partner, Lumsden McCormick
Jill Johnson, Partner, Lumsden McCormick
Bob Torella, Partner, Lumsden McCormick

Join the nonprofit industry leaders from Lumsden McCormick for a collaborative session designed for executive directors, finance leaders, and board members. This is your opportunity to bring your questions, share your challenges, and learn from the experiences of your nonprofit peers.

Session 2 – 9:30-10:20 AM
Labor and Wage Laws (General Session) – 1.0 hour CPE credit – Specialized Knowledge
Michael Hickey, Member, Bond Schoeneck & King Attorneys

This presentation will cover labor and wage laws as they relate to exempt organizations.

Session 3 – 10:30-11:20 AM
New York State Economic and Financial Update (General Session) – 1.0 hour CPE credit – Specialized Knowledge
Maria Doulis, Deputy Comptroller, Budget and Policy Analysis, New York State Comptroller Thomas P. DiNapoli

Get updated on New York’s economic performance and learn how federal policy and recent budget changes are poised to impact the state.

Session 4 – 11:30 AM-12:20 PM
Insurance Risks (Concurrent Sessions: Select One)

Shifting Risk Before It Becomes a Claim: Contracts, Capital Projects, and Cyber Considerations – 1.0 hour CPE credit – Specialized Knowledge, Yellow Book
Randy Glenn, Area Vice President, Gallagher
Robert Glenn, Area Vice President, Gallagher
Josh Merewether, Area Vice President, Gallagher

This presentation covers contractual risk transfer as it relates specifically to capital projects and large municipal projects, in addition to cyber considerations in the context of contracts with 3rd party vendors.

AI, Cyber, and Emerging Risks: What Nonprofits Need to Know in 2027 – 1.0 hour CPE credit – Specialized Knowledge
Zoe Elkington, Client Service Executive, Gallagher
Christine Wiktor, Area Senior Vice President, Gallagher

From artificial intelligence and cyber threats to evolving insurance coverage and claims trends, learn how nonprofit organizations can prepare for emerging risks and make informed decisions in a rapidly changing landscape.

Details

• Registration is required, there is no cost to attend.
• Sessions will be held as Zoom webinars. When logging into the Zoom webinars you must login using your full name and email address.
• Upon registration, you will receive an email confirmation with unique Zoom webinar links and an Outlook calendar invitation for each individual session. We recommend checking your spam folder.
• Each conference session will offer 1.0 hour of CPE credit for attending all 50 minutes, including questions and answers. A maximum of 4.0 hours of CPE credit is available. CPE is not issued for webinar recordings.

For more information, contact Maria Gambacorta.