Balancing Accountability, Change and Resilience
Watch 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 explores leading practices in governance, internal controls, fraud risk management and tax compliance—offering actionable considerations to support sound oversight, financial resilience and mission delivery.
Watch webinar replay here.
Here are some key takeaways:
- Navigating Federal and State Developments: Evolving federal policies and differing state requirements call for coordination among finance, compliance and grants teams and ongoing attention to proposed rules and legal developments.
- Strengthening Board Oversight: Boards should actively apply conflict of interest policies, document how potential conflicts are reviewed and oversee the management and use of donor-restricted funds.
- Building Financial and Operational Resilience: Flexible budgets, scenario planning and succession plans for key positions can help organizations respond to funding changes and maintain continuity.
- Using Technology Thoughtfully: AI and other technologies can support efficiency and decision-making, while clear policies, staff training and appropriate safeguards help protect sensitive information and address cybersecurity concerns.
- Understanding Tax and IRS Developments: Organizations should assess the impact of changes to executive compensation excise tax rules and monitor proposed IRS guidance and legislation affecting the not-for-profit sector.
- Supporting Transparency and Compliance: Accurate Form 990 disclosures, written fiscal sponsorship agreements and documented oversight of charitable funds can help organizations meet reporting and governance responsibilities.
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