Balancing Accountability, Change and Resilience
Join PKF O’Connor Davies partners and special guest Jason Lilien of Loeb & Loeb LLP for our 2026 Not-for-Profit Executive Forum, a focused discussion of legal, tax and financial developments most relevant to today’s not-for-profit organizations.
Designed for board members, executives and CFOs, the webinar will explore leading practices in governance, internal controls, fraud risk management and tax compliance—offering actionable considerations to support sound oversight, financial resilience and mission delivery.
Key Topics:
- New York and Federal Legislative Update: Learn about new and current legislative actions affecting not-for-profits and their potential impact on your organization.
- Board Governance: Explore how boards and executive leadership teams can strengthen oversight to minimize risk and protect reputation.
- Staying Resilient: Discover tools and strategies for creating flexible, mission-focused budgets that respond to economic and policy changes.
- Best Practices for Today’s CFO: Strengthen financial stewardship through clear reporting, proactive risk management, sustainable budgeting and data-informed decisions that protect mission impact.
- Tax and Regulatory Updates: Stay informed on IRS guidance, compliance requirements and legislative developments affecting not-for-profits.
- Safeguarding Tax-Exempt Status: Explore practical strategies and real-world examples to reinforce compliance, protect exempt status and maintain public confidence.
Featured Speakers:
Loeb & Loeb LLP
Jason Lilien, Partner and Co-Chair, Nonprofit & Tax-Exempt Organizations Practice
PKF O’Connor Davies
Alexander Buchholz, CPA, MBA, CGMA, Co-Practice Leader, Not-for-Profit Services
Garrett Higgins, CPA, Partner-in-Charge, Exempt Organization Tax and Advisory Services
Eva Mruk, CPA, Partner, Exempt Organization Tax and Advisory Services
Host:
PKF O’Connor Davies
Mark Piszko, CPA, CGMA, Co-Practice Leader, Not-for-Profit Services
Who Should Attend:
Executive Directors, CEOs, CFOs, Controllers, Finance Teams, Board Members, Audit Committees, Not-for-Profit Advisors & Stakeholders
CPE Credits:
1 CPE Credit in Taxes; 1.5 CPE Credits in Specialized Knowledge
No prerequisites or advanced preparation required
Program Level: Basic | Delivery Method: Group Internet-Based
Learning Objectives:
- Assess recent NFP tax and regulatory changes.
- Identify critical tax compliance requirements.
- Identify current and best practices for Boards and CFOs of NFPs.
- Recognize tools and strategies for budgeting and risk management.
- Evaluate current legislative actions affecting NFPs and their potential impacts.
To obtain CPE credit, you must be in attendance for at least 50 minutes per credit hour and complete at least three polling questions per hour. For information regarding complaint and/or program cancellation policies, please contact l&dsupport@pkfod.com.
PKF O’Connor Davies is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the 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: www.nasbaregistry.org.