November 4, 2025

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This session introduces how artificial intelligence, particularly generative AI, can be thoughtfully integrated into daily operations. It focuses on practical opportunities, potential risks, and the importance of clear internal policies.

Guest Speaker

Paul Durban | AVP, Nonprofit Services for Filament

Paul Durban is the AVP, Nonprofit Services for Filament. He is a passionate advocate for leveraging generative AI to enhance organizational performance and creativity. With a focus on the transformative potential of AI, he has become a sought-after speaker at conferences and professional events, where he shares practical insights that help teams work smarter and innovate faster.

As the author of a widely followed weekly LinkedIn newsletter, Paul consistently highlights the real-world advantages of AI, offering clear, actionable strategies that professionals can apply immediately.

To strengthen his expertise, Paul has trained with leading AI architects and thought leaders from Microsoft, Sentient, and NYU Stern. His unique blend of technical fluency and communication skill makes his sessions both engaging and pragmatic, empowering individuals and organizations to harness the full power of generative AI.

June 24th, 2025

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This session is designed to equip participants who work with NFP entities or organizations that receive funding through federal grants with the knowledge and skills necessary to manage and report on financial challenges arising from federal funding expirations, reductions, terminations, and stop work orders. Participants will explore the intricacies of revenue recognition and the assessment of collectability related to federal and grant funding. The session will also address the increased need for going concern considerations and the volatility of endowments. Attendees will gain insights into the impact of these factors on financial reporting, with a focus on risks, uncertainties, subsequent events, and going concern assessments. By the end of this webinar, participants will be better prepared to handle the complexities of financial reporting in the face of federal funding challenges and ensure compliance with relevant accounting standards. 

Presented by: Lee Klumpp, CPA, CGMA | National Professional Practice Principal, Nonprofit, Healthcare and Government

Lee Klumpp is a nationally recognized leader in nonprofit and governmental accounting, audit methodology, and financial reporting. With over 30 years of experience, he has built a distinguished career guiding firms’ Professional Practice Groups, shaping audit and accounting policies, and advising organizations on complex technical issues. His deep knowledge extends to GAAP, GAAS, GASB, and regulatory compliance, with a specialization in nonprofit financial reporting (FASB ASC 958), Single Audits (OMB Uniform Guidance), and governance best practices.

March 5th, 2025 

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Join us for an engaging session of HBE’s next Nonprofit Education Series. Shane Ideus, CLCS, CWCA, President at UNICO Group, will delve into the latest trends in the insurance industry. He will cover key topics including the current state of the insurance marketplace, challenges within the property market, liability and litigation funding, and the vital role of cybersecurity for nonprofits. Learn valuable insights into the benefits marketplace and opportunities that nonprofits can leverage to their advantage. In addition, HBE Partner Krystal Siebrandt, CPA, CFE, CGMA, CAP will discuss the significance of risk planning in light of the recent federal funding freeze, introducing valuable resources for nonprofits. Don’t miss this opportunity to deepen your understanding of insurance and risk management within the nonprofit sector!

Presented by:

Shane Ideus, CLCS, CWCA | President, UNICO Group

Chase Keitges | Commercial Risk Advisor, UNICO Group

Jay Lechner | Vice President and Benefits Consultant, UNICO Group

Krystal Siebrandt, CPA, CFE, CGMA, CAP | Partner, HBE LLP

July 11th, 2024 

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Join us for an enlightening nonprofit education webinar focusing on the intricacies of applying for and managing grants. For many nonprofit organizations, the process of grant application and reporting can feel overwhelming. This webinar will bring to light what granters are looking for in their applicants and shed light on the post-award requirements for awardees. The session will kick off with an engaging Q&A panel featuring Victoria Grasso, President of the Cooper Foundation, and Meg Blue, Director of Community Investments at the United Way of the Midlands. Following this, Lucas Post, Senior Accountant at HBE, will delve into a comprehensive discussion on federal awards and their correlation to Single Audits.

Presented by:

Meg Blue | Director of Community Investments, United Way of the Midlands
Victoria Grasso | President, Cooper Foundation
Lucas J. Post, CPA | Senior Accountant, HBE LLP
Tanner A. Weir, CPA | Senior Accountant, HBE LLP

January 30, 2024

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Emily E. Arrigo, CPA and Zachary N. Fowler, CPA delve into crucial considerations when adopting ASU 2016-13, shedding light on areas such as identifying financial assets, risk considerations, and measuring current expected credit losses. This standard is set to be implemented in accrual basis financial statements for year ends December 31, 2023, and beyond. Additionally, they  address the nuances of documenting management’s review, monitoring, and conclusions, and what to expect in terms of financial statement changes.

This is an excellent opportunity to stay ahead of current industry standards and proactively address the impacts on financial reporting. The insights shared in this webinar will provide you with a thorough understanding of the standard and equip you with the knowledge of what will be required in your upcoming review or audit.

Presented by:

Emily E. Arrigo, CPA | Assurance Manager, HBE LLP

Emily is a graduate of Hastings College where she received a Bachelor of Arts in Accounting. For over 5 years, Emily has been providing assurance services for both for-profit and nonprofit clients in addition to employee benefit plans.

Zachary N. Fowler, CPA | Assurance Manager, HBE LLP

Zachary is a graduate of Hastings College where he received a Bachelor of Arts in Accounting and a minor in Mathematics. For 9 years, Zachary has been providing Audit and Review services with a specialty in Not-For-Profit entities.

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Part 1: Board Best Practices

Service on a nonprofit board can be personally fulfilling, provide a way to give back to your community, and create opportunities to expand your network. Board service also comes with fiduciary obligations and a few traps for the unwary. In this presentation, Katie A. Joseph, Partner at Cline Williams, will discuss best practices for nonprofit boards and how to navigate conflicts of interest. This part of the session will include information relevant to nonprofit leaders, long-serving board members, and those new to the role.

Part 2: The Importance of Internal Controls

Important to all organizations, internal controls are processes designed to help safeguard an organization and minimize risk to its objectives. They protect assets, ensure accuracy of records, promote operational efficiency, and encourage adherence to policies, rules, regulations, and laws. In this presentation, HBE Director, Ashley S. Bell, CPA, will discuss the importance of internal controls and the impact they can have on an organization. This part of the session will give nonprofit leaders tools in preventing errors and identifying problems in a timely manner to ensure corrective action is taken.