CBIZ at AICPA & CIMA Not-for-Profit Industry Conference 2026: Booth 400
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 at Booth 400 and connect with our team 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 The Free Library of Philadelphia Foundation.
Engaging and Elevating Your Not-for-Profit Board
July 28, 2026 | 1:00 PM - 2:00 PM EDT
Effective nonprofit governance begins with a knowledgeable and engaged board. This session explores the strategic, legal, and fiduciary responsibilities of board members, with a focus on essential policies, financial oversight, and accountability structures. Participants will examine the critical role of “tone at the top” in shaping organizational culture, ethics, and performance. Through practical frameworks and examples, presenters will outline actionable strategies to strengthen board engagement, improve meeting effectiveness, and enhance oversight. Attendees will also gain insight into best practices for recruiting, developing, and retaining high-performing board members to support long-term mission success and transparency.
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:
- Attest* – 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.
- Technology Solutions - IT strategy, cybersecurity, cloud, and data solutions designed to enhance efficiency, strengthen security, and align technology with organizational goals.
- Advisory Services – Strategic planning, risk management, and governance consulting to support organizational goals.
- Outsourced 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 400 in the Exhibit Hall
- Meet Us at AICPA & CIMA Not-for-Profit Industry Conference – Connect with our experts and get tailored guidance.
- Every visitor to our booth equals a $1 donation to The Free Library of Philadelphia Foundation.
- One-on-One Meetings – Schedule a private discussion with our team.
The Focus on Execution: Insights. Applied.
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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.
Nonprofits Brace for Tax Shake-Up in House Budget Bill
Although it is unlikely that all the provisions below will make it into the final bill, it is time to pay close attention, as the Trump administration’s stated goal is to have it signed into law by July 4.
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Artificial Intelligence in Not-for-Profit Accounting: Balancing Efficiency, Risk, and Opportunity
In addition to improving operational efficiency, these advancements can also help reduce costs, which is especially valuable for budget-conscious not-for-profit organizations.
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The Pros and Cons of Setting Up a Related 501(c)(4) Entity for a 501(c)(3) Not-for-Profit
For many not-for-profit organizations, advancing the mission goes beyond direct services, education, or charitable programs. Sometimes, it also means speaking up on policy issues, rallying supporters, and pushing for broader change.
Not-for-Profit & Education
Form 990 Changes on the Horizon: What Not-for-Profits Need to Know
The U.S. Department of the Treasury announced this week that it is considering significant revisions to Form 990, the annual information return filed by most tax‑exempt organizations, as part of a broader initiative to strengthen transparency and oversight in the not-for-profit sector.
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Advisory
Why Every Not-for-Profit Needs a Strong Finance Committee
Effective not-for-profit boards rely on well-structured committees—especially the finance committee—to provide focused oversight and support sound governance. Learn how key committees can strengthen financial stewardship and help your board operate more strategically.
NFP Flysheet
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