2023 Exempt Conference Recordings and Resources

Annual Exempt Organizations Conference Held on November 30-December 1, 2023

View the slide decks and recording from the Annual Lumsden McCormick Exempt Organizations Conference that took place remotely on November 30 and December 1. 

Sessions held on November 30, 2023

• Economic Update: WNY After COVID - Strengths, Weaknesses, and Opportunities

           Fred Floss, Ph.D, Co-Director, Center for Economic Education, Buffalo State College
           Slide Deck
           Recording

• AI for Exempt Organizations: How to Harness the Power and Avoid the Pitfalls

          Naria Santa Lucia, General Mngr, Digital, Philanthropies Corporate, External, Legal Affairs, Microsoft
          Sarah Tanbakuchi,  President & Chief Executive Officer, Tech Buffalo
           Slide Deck
           Recording
           Additional Resources

Microsoft IA Skills Initiative, Training and Resouces
Get Started with Nonprofit Tech to Move Your Mission Forward, Microsoft          
Free technology resources from Microsoft
 AI Trainer Toolkit Guide, Microsoft
"Teaching AI: Achieving the Promise of AI While Balancing Risks in the Classroom", December 12, 2023 | 4 pm (on-line event)
Microsoft TechSpark Team resources to boost nonprofit operational capacity, Buffalo Tech and Microsoft TechSpark session recording
 

• Current Expected Credit Losses (CECL) for Nonprofits

           Amy Duffin, Assurance Technical Director, Not-for-Profit Industry, BDO USA
           Slide Deck
           Recording

Sessions held on December 1, 2023

• Government Accounting Update and a Review of the New Data Collection Form

           Elizabeth Krause, CPA, Principal, and Jeremy Smith, CPA, Principal, Lumsden McCormick CPA
           Slide Deck
           Recording

• Cybersecurity Threats: How to Avoid Being the Next Victim

           Michael Olfano, Chief Executive Officer, PCA Technology Group, Inc.
           Slide Deck
           Recording

• Solar Power Made Simple (Tax Credits)

Dan Montante, President, Montante Solar
Megan Morris-Smith, CPA, Principal, Lumsden McCormick CPA 
Slide Deck
Recording           

Download 2023 Exempt Conference Speaker Biographies.

 

For Conference Attendees: CPE Credits Issued
 

The six CPE certificates issued for the 2023 Exempt Organizations Conference include:  

1. Economic Update: WNY After COVID - Strengths, Weaknesses, and Opportunities (Specialized Knowledge, Governmental)
    
2. AI for Exempt Organizations: How to Harness the Power and Avoid the Pitfalls (Advisory)
    
3. Current Expected Credit Losses (CECL) for Nonprofits (Auditing, Governmental)
    
4. Government Accounting Update and a Review of the New
   Data Collection Form (Accounting, Governmental)
    
5. Cybersecurity Threats: How to Avoid Being the Next Victim (Advisory)
    
6. Solar Power Made Simple (Taxation)
   Originally issued as New Market Tax Credits for Tax Exempt Organizations

 

For more information contact Maria Gambacorta.