GROWTH & GRATITUDE: A NONPROFIT EVENT
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SERVING NONPROFITS FOR 75 YEARS
For 75 years, LGT has proudly supported the nonprofit community, and one of our favorite ways to give back is through free, high-impact education tailored to the unique challenges and opportunities nonprofit leaders face in the DFW area. These spring and fall gatherings are designed to spark ideas, share solutions, and build a stronger, more connected nonprofit community.
This fall, we’re taking things back to Pegasus Park for a truly unforgettable event! Attendees will dive into five thought-provoking sessions tackling the most pressing issues nonprofits are navigating right now, building on timely topics like AI technology, emerging governance trends, and the evolving landscape of nonprofit operations.
We’ll keep you fueled with breakfast and lunch, plus give you plenty of chances to connect with fellow nonprofit leaders who truly understand the day-to-day challenges you face.
AGENDA
- November 12, 2026
Presented by Beth Perlak, Trinet
Pay is one of the most uncomfortable topics in the workplace, and it shows. Only 44% of employees say their manager is open and honest about compensation. Conflict avoidance, power dynamics, cultural differences, and unclear pay standards all make these conversations hard to get right. Handled well, though, pay transparency isn't a risk to manage. It's an opportunity to build trust. For HR leaders and managers, the question is no longer whether to talk about pay, but how to do it with clarity, empathy, and confidence. Join us as we discuss:
- Why compensation conversations are so difficult, and how transparency can strengthen trust instead of eroding it
- A practical seven-step approach to pay discussions, applied to real scenarios like delivering a "no raise" message or responding to a higher-paying job posting
- Tactics for handling emotional, confrontational, skeptical, or silent reactions, plus foundational tools like pay bands, market analysis, and a written compensation philosophy
Presented by Drew Noss & Lee Gorman, Higginbotham
For many nonprofits, the insurance market has been a challenging place to be. Rising premiums, tighter underwriting, and evolving risks have left mission-driven organizations feeling more scrutinized than ever. While conditions are starting to improve, that improvement isn't reaching everyone equally, and funding volatility continues to shape how carriers view the sector. The good news is that insurability isn't just a matter of luck. Organizations that demonstrate strong governance, financial stability, and sound risk practices can stand out to underwriters and put themselves in a stronger position at renewal. Join us as we discuss:
- Where the insurance market stands today and what's driving carrier decisions for nonprofits
- What underwriters look for and how to present your organization with clarity and confidence
- Risk management fundamentals every nonprofit should have in place, from protecting people and assets to board-level oversight
Presented by Zoe Gilman, Lane Gorman Trubitt
Nonprofit organizations operate in a world of donor restrictions, grants, contributions, endowments, in-kind gifts, and functional expenses, and each comes with its own set of accounting rules. The guidance provides a framework, but applying it to real transactions is rarely black and white. Is that grant conditional or unconditional? Is a gift truly restricted? How should shared costs be allocated? These gray areas create uncertainty for management, boards, and auditors alike, and getting them wrong can affect donor trust and financial reporting. Join us as we work through common nonprofit scenarios and discuss:
- How to identify the underlying accounting issues in complex nonprofit transactions
- The right questions to ask and the documentation needed to support your conclusions
- How to clearly communicate accounting decisions to management and boards
Presented by Dr. Kimberly "KJ" Haywood, Nomad Cyber Concepts
Your organization may be compliant, and your controls may be working exactly as designed. But were they designed for AI risk? AI is quickly becoming part of everyday business, showing up in vendor tools, financial decisions, and daily workflows, often without leadership fully realizing it. As it spreads, new exposures can emerge that traditional controls were never built to catch. For CFOs and business leaders, the question is no longer just "Are we compliant?" but "Do we really know where our AI risk is, and can we prove it's under control?" Join us as we discuss:
- Where AI creates financial and business exposure beyond traditional controls
- The questions leaders should ask to uncover hidden risks and accountability gaps
- Practical steps to validate AI assurance and know when to bring in specialized expertise
Presented by Angel Lopez, UMB
For nonprofits, every dollar matters. Uneven funding cycles, rising costs, and increasingly sophisticated fraud schemes can put pressure on even the most well-run organizations. The right banking strategy can help nonprofits protect their resources, manage cash more effectively, and access the funding they need to grow. Whether you're managing grant reimbursements, planning a capital project, or simply trying to keep funds secure, understanding the tools available can make a real difference in advancing your mission. Join us as we discuss:
- Current banking and financial trends affecting nonprofits
- Fraud prevention strategies to protect your organization's funds
- Cash management tools to navigate uneven funding cycles
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FREQUENTLY ASKED QUESTIONS
Founded in 1950, LGT is one of the largest certified public accounting firms headquartered in the Southwest with offices both in Dallas and Houston. With nearly 200 nonprofit clients, 150 employees, and a team where one-third have extensive nonprofit experience, LGT understands the unique needs of this community. Beyond our services, our people volunteer with over 70 nonprofits and sit on more than 20 boards and advisory committees. We're deeply invested in the nonprofit world because your mission matters, and we’re here to help you succeed.
Our agenda can be found by scrolling down. Once you register, we'll also email you the agenda in the weeks leading up to the event.
This event is open to all nonprofit leaders, no matter the size or scope of your organization. Whether you're leading a large team or running a grassroots effort, you're welcome here.
Want to bring a colleague or board member? Absolutely! Just be sure they register in advance so we can save them a seat and a plate.
Join us for breakfast starting at 7:30 AM, followed by a full morning of engaging educational sessions kicking off at 8:00 AM and wrapping up by 1:30 PM.
You'll receive a link to participate in the course evaluation from "LGT Events Team" two business days after the event. You will receive your certificate from LCvista within two weeks after completion of the survey. If you have any questions about your CPE, contact us at askus@lgt-cpa.com.
You will receive 5 CPE hours for attending our event.
We'll kick off the morning with a full breakfast spread, including crispy bacon, scrambled eggs, morning potatoes, warm biscuits with gravy, and freshly brewed coffee and tea. For lunch, enjoy a buffet with green salad, two fresh veggie sides, a baked potato bar, and sliced pound cake with whipped cream and berries for dessert.
If you indicated a dietary restriction when registering, we will have meal options available for you.
