Accounting and Audit Update
Wegner CPAs Non-Profit Roundtable
Contact:
Corinn PloesslWegner CPAs
corinn.ploessl@wegnercpas.com
608-442-1922
Where
Milwaukee Center For Independence
2020 West Wells Street
Milwaukee, WI 52333
Driving Directions
There is free parking available at the entrance of the building (first-come-first-serve), we have permission to park in the over-flow lot located on the east side of 20th street (between Wells Street & Kilbourn) - there will be a sign posted to indicate meeting parking. There is also free street parking around the building.
Accounting and auditing rules continue to change. Join us for this session as we highlight recent changes that affect nonprofits in these areas. This session is intended to provide technical advice to nonprofit organizations who desire to keep abreast of accounting and auditing standards as they may apply to those types of organizations.
Our discussion leader will be Dave Johnsen, Manager with Wegner CPAs. Dave joined Wegner in September of 1994 and became an audit manager in July 1997. Dave is a member of Wegner's tax exempt group specializing in providing audit, tax and management advisory services. Dave has performed financial audits as well as compliance audits performed in accordance with Government Auditing Standards and OMB Circular A133, Audits of State, Local Governments and Nonprofit Organizations. He has provided tax research on UBIT issues, and has experience in preparing budgets, cash flow analysis, endowments, investments, Section 125 Cafeteria Plans, fundraising and accounting for capital campaigns.
The Wegner Non-Profit Roundtable group meets bi-monthly from 11:00 am to 1:00 pm.
11:00 am - 11:30 am – Networking/Registration
11:30 am - 12:00 pm – Lunch
12:00 pm - 1:00 pm – Presentation (qualifies for 1 hour of Continuing Professional Education)