Uniform Guidance: What Every Nonprofit Leader Should Know
Chazin
01:08:25
The Uniform Guidance changed on October 1, 2024, and for a lot of nonprofit leaders, the practical implications are still sinking in. If your organization receives federal funding, these aren't small details... they shape how you operate day to day, from the audits you're subject to, to how you allocate costs, to the controls you have in place.
Join Chazin and Baker Tilly for a straightforward look at what's changed and what it means for your organization in practice. We'll also flag what's coming next from the proposed May 2026 rule, so you know what's worth watching.
You'll leave with a clearer sense of where your organization stands today, and what to prioritize next.
WHAT WE'LL COVER:
- Single audit threshold and major program determination
- The new de minimis indirect cost rate
- Updated internal controls expectations
- What's proposed (not yet final) in the May 29, 2026 rule
WHO SHOULD ATTEND: Executive directors, finance leaders, board members, and nonprofit managers responsible for federal award compliance.
Program Knowledge Level: Basic
Prerequisites: None
Field of Study: Finance – Technical
CPE Hours: 1.0
Speakers
Matt Parsons
CPA, Principle, Not-for-Profit Services @ Baker Tilly
Matt Parsons, CPA, is an Assurance Principal and Regional Industry Leader in the Not-for-Profit & Public Services Division at Baker Tilly, with over 21 years of Single Audit experience. He works extensively with not-for-profit and public service organizations receiving federal funding, helping them navigate the Uniform Guidance, federal award compliance, internal controls, and Single Audit requirements.
Matt also reviews the annual Compliance Supplement on behalf of Baker Tilly and serves as a technical reviewer, conducting independent quality-control reviews of audit engagements. This mix of audit experience and technical review work gives him a practical perspective on how federal compliance requirements play out in the real world.
Julie Keim
CPA, Technical Reviews and Training Associate Manager @ Chazin
With over 30 years of experience in accounting, auditing, consulting, and operations, Julie has led financial operations for governmental entities, private companies, venture capital start-ups, and nonprofits. Her background includes years with a Big Four firm and a deep understanding of how to convey financial information in meaningful, actionable ways.
For the past decade, Julie has focused on mission-driven work, helping nonprofit leaders and the accountants who support them get the timely, accurate financial information they need for strategic decision-making. Since joining Chazin, she's helped launch the firm's Not For Profit Certified Accounting Professional certification program.
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Uniform Guidance: What Every Nonprofit Leader Should Know
01:08:25