CBIZ at AICPA & CIMA Not-for-Profit Industry Conference 2025: Booth 200
CBIZ’s not-for-profit and education team offers deep industry expertise to help guide your financial and operational vision, allowing you to focus on what truly matters.
Join CBIZ at the AICPA & CIMA Not-for-Profit Industry Conference and connect with our team at Booth 200 to learn how we support mission-driven organizations with customized financial, risk management, and human capital solutions. Every visitor to our booth equals a $1 donation to Reading Is Fundamental.
Don’t miss our solution session, “Scenario Modeling for Resilience,” on June 18, 2025, from 8:00 AM to 8:50 AM ET. Led by Adi Rubin, CPA, Managing Director at CBIZ, with speakers Marta Pérez Drake, COO of AACTE, and Thomas Jenkins, CPA, Director at CBIZ, this session will explore how scenario modeling enhances decision-making and financial sustainability in uncertain times, sharing insights and practical takeaways for your not-for-profit organization.


Looking Ahead with an Informed Strategy
Our latest survey provides an in-depth examination of strategic, operational, and financial insights from a diverse range of not-for-profit organizations, including:
- Financial Management
- Outsourcing
- AI
- Clean Energy Tax Incentives
- Workforce Strategies
- Short- and Long-Term Planning Opportunities

Make an Enduring Impact
For mission-driven not-for-profit and education organizations, CBIZ delivers strategic financial, tax, risk management, technology, and workforce solutions spanning:
- Audit & Assurance – Financial statement audits, single audits, and internal audits to ensure compliance and financial transparency.
- Tax Advisory – Assistance with tax-exempt status, Form 990 preparation, and consulting on unrelated business income.
- Advisory Services – Strategic planning, risk management, and governance consulting to support organizational goals.
- Accounting – Support with financial reporting, budgeting, and accounting systems.
- HR & Payroll – Comprehensive HR services, including payroll management, benefits administration, and talent acquisition.
- Benefits & Insurance – Innovative benefits and insurance solutions to attract and retain top talent while mitigating business risk.

Visit CBIZ at Booth 200
- Meet Us at AICPA & CIMA Not-for-Profit Industry Conference Booth 200 – Connect with our experts and get tailored guidance.
- Wednesday, June 18, Solution Session – Hear from CBIZ experts in the Scenario Modeling for Resilience session and gain practical takeaways to strengthen financial sustainability and adaptability.
- One-on-One Meetings – Schedule a private discussion with our team.
The Leadership Mindset Diagnostic
How does your leadership team approach growth, risk, and innovation? New research from CBIZ and The Ohio State University’s National Center for the Middle Market identified four decision-making mindsets that shape middle market performance. Leverage our diagnostic tool to find out where your organization fits.
Empowering Smarter Deals: M&A Strategies and Solutions
Middle-market M&A is heating up — see the three trends powering 2025 deals and how your company can capitalize on them now.
Connect with Thought Leaders: In-Person and Virtual Events for You
Attend a CBIZ webinar or live event near you to gain actionable insights from our team of experts. With more than 160 locations in 22 major markets plus regular events online, your next learning experience is just a click away.

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Resources Tailored to Your Needs
CBIZ delivers the insights you need to stay ahead.
Resources Tailored to Your Needs
CBIZ delivers the insights you need to stay ahead.
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