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
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.
Michael 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
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.
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?
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Prerequisites and Advanced Prep
There is no Advanced Prep.
There is a prerequisite that the learner must have attended the Martus Foundations session.
CPE Credits may be offered for the courses below. The credits within the Computer Software and Applications field of study, at the Basic level delivered via Group Internet Based, and the number of credits the course is 1 for the 60 minute session. Each session will be conducted via a video conferencing application.
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Registration
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Registration is required and will be available via a link at the top of this page when registration opens. Participants must register 48 hours in advance and indicate whether or not they would like to be eligible for CPE credit.
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The session will be held via the ON24 webinar platform with chat and Q&A enabled.
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Each participant will be issued a sandbox instance of Martus which will be set up prior to the first day of boot camp, please log in to your boot camp instance as soon as possible after receiving the invitation link.
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Attendance and Engagement
For 1.0 CPE credit per session:
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Learners must enter the video conference on time and stay throughout the length of the 60 minute call.
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Learners must engage with each poll (3 polls throughout the course) to show proof of engagement with the materials
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If a participant arrives late, leaves early or misses more than 10 minutes (and thus doesn't attend for at least 50 minutes) no CPE credit will be given.
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Policies for Free Courses
Refund & Registration:
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Eligibility: Free courses are available to all individuals who meet the specific criteria set for each course. Criteria may vary depending on the course and are specified during registration.
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Access: Free courses are available for a limited time. Participants must register within the designated registration period to gain access to the course content.
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No Refunds: As these courses are provided free of charge, no refunds or cancellations apply.
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Course Availability: Free courses may have limited seats or be offered on a first-come, first-served basis. Early registration is recommended to secure your spot.
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Participation: While these courses are free, we expect active participation and engagement to gain the full benefits of the learning experience.
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Changes to the Free Course: We reserve the right to modify, cancel, or reschedule free courses at our discretion. We will notify participants in advance if any such changes occur.
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Legal
Any complaint about the course, instructor, or anything else related to the course should be directed to the Martus Director of Service & Delivery via the normal support channels available to our customers.
Martus Solutions LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

