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Compliance to Confidence:
Helping Nonprofits Series

Nonprofit Finance is Changing Fast.

Join Martus Solutions and Wipfli for a two-part complimentary, CPE-qualified webinar series designed to help organizations navigate new requirements, plan for uncertainty, strengthen financial transparency, and enter 2027 with confidence. 

Wednesday, September 23
12:00pm - 1:00pm CT
How OBBBA Tax Rules Change Nonprofit Budgeting and Forecasting

Are you ready for the OBBBA-related charitable giving rules taking effect for 2026? It may change when and how much your donors give.

Nonprofit leaders are invited to join us to learn how to plan for potential donor behavior changes, revisit planning assumptions, best practices for modeling potential scenarios, and adjust forecasts before variances become problems.

Agenda

• OBBBA charitable giving changes and potential donor impacts
• Budget assumptions and scenario planning
• Forecasting and board communication
• Staying ahead of financial change

Learning Objectives

Business Management & Organization - 1 hour (1 CPE credit)

• Identify the OBBBA provisions most likely to influence nonprofit donor behavior.
Build and compare fundraising scenarios without rebuilding the budget.
• How to monitor real-time results and communicate changing assumptions to leadership.

Presenters

Roy Alt (1)Taylor Macdonald
CEO & CRO | Martus Solutions

Taylor Macdonald, CEO and CRO of Martus Solutions, leads the company's overall strategy, operations, and continued investments in its people, product, and partners.  

Roy Alt-2Michael Peterson, CPA
Partner | Wipfli

Michael Peterson, CPA, is a Partner at Wipfli Advisory LLC specializing in tax compliance, Form 990 preparation, and tax planning for nonprofits and tax-exempt entities.

Wednesday, September 30
12:00pm - 1:00pm CT
Beyond Nonprofit Compliance: Building Financial Transparency

With nonprofit finances under the microscope, Boards will expect clearer financial narratives and auditors will expect clearer documentation. Nonprofit finance leaders need better ways to budget, document decisions, and share financial performance.

Join us to learn practical approaches for creating audit-ready financials, improving grant allocation and personnel planning, and delivering out-of-the-box Board reports that inspire confidence and create transparency.

Agenda

• Evolving compliance expectations
• Audit-ready documentation and improved allocations
• Transparent reporting and executive insights

Learning Objectives

Business Management & Organization - 1 hour (1 CPE credit)

• Discover the compliance and documentation changes nonprofit finance teams should plan for.
• Learn ways to strengthen grant, personnel, and operational expense management and allocation.
Review tools that create audit-ready reports and Board insights that explain financial position and mission impacts.

Presenters

Roy Alt (1)Taylor Macdonald
CEO & CRO | Martus Solutions

Taylor Macdonald, CEO and CRO of Martus Solutions, leads the company's overall strategy, operations, and continued investments in its people, product, and partners.  

Roy Alt (2)Sarah Henke
Senior Accountant | Wipfli

Sarah Henke is a Senior Accountant and grant-funded audit specialist at Wipfli with expertise in Uniform Guidance compliance, federal award requirements, and grant-funded accounting.

Need CPE Credit?

Hosted By Finance
And Planning Experts:

Nika Lane
Nika Lane
Implementation Consultant | Martus Solutions

 

Nika Lane-1

Nika Lane

Implementation Consultant | Martus Solutions

Don't Let The OBBBA Catch You Off Guard.

Join us to be better prepared to handle the changes coming for nonprofit finances.

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