Speaking and Training Experience

Lisa B. Lumbard has written and presented trainings and seminars throughout Arizona. Below is a sample:

  • Panel: Evolving Your Fundraising Events – ASCPA Not-for-Profit Conference – June 2023
  • Using your IRS Form 990 as a Marketing Tool – Arizona Community Foundation Workshop– September 2022
  • Customized Not-for-Profit Governance Trainings – Multiple Not-for-Profits – 2014-2022
  • Care and Feeding of Your Not-for-Profit Leadership – ASCPA Not–for-Profit Virtual Conference – June 2021
  • The Fiduciary Role of Board Members and Management – Focus on Financial Reporting – Alliance of Arizona Nonprofits Webinars 2-3 times a year since January 2021
  • One Size Does NOT Fit All – Considerations for Outsourcing Your Not-for-Profit Accounting – ASCPA Webinar October 2020
  • Paycheck Protection Program Loan – Set Up Your Accounting Now to Support Your Forgiveness Claim Later with Travis Jack, CPA – QKA ASCPA Webinar May 2020
  • “But I Did It For Free!” Hot tips for CPAs Serving or Considering Serving on a Not-for Profit Governing Board – ASCPA Webinar February 2020, ASCPA Conference June 2023
  • On the Not-for-Profit Highway, What’s My Lane? – Joint Sponsored Seminar for not-for-profits September 2019 with Your Part-time Controller and Robert Erven Brown, Esquire
  • Care and Feeding of Your Not-for-Profit Leadership – Joint Sponsored Seminar for not-for-profits March 2019 with Your Part-time Controller and Robert Erven Brown, Esquire
  • Board Transparency – ASCPA Annual Not-for-Profit Conference 2017
  • Contributions and Pledges – Wonderful to receive, Challenging to record– ASCPA Annual Not-for-Profit Conference 2016
  • If You are at This Conference, a Not-for-Profit Organization Wants You on Their Board – Not-for-Profit Governance Training Session – Arizona Society of CPA’s Not-for-Profit Conference -Presented with Ann-Marie Anderson, Esquire, 2015
  • Finding the Leaks in your Internal Controls – Rural Water Association – 2012 and 2014
  • Tune Up Your Audit, Management and Governance Synergy – Presented with Greg Coy, CPA, ASCPA Not-for-Profit Conference – 2013
  • Board Training on How to Read your Financial Statements without Going to Sleep – Various not-for-profits – 2012 – 2022
  • Federal Grants – How to Navigate Through the Obstacles – Arizona Rural Transportation Summit – 2012 and 2016
  • How to Prepare for your Audit Without Tearing Your Hair Out – for Water Districts- Rural Water Association – 2010 and 2011
  • Audit Committee Guidance – Based Upon AICPA Audit Committee “Tool Kit” – Numerous Government and Not-for-Profit audit and finance committees 2010-2015
  • Run Your Charter School Like a Business – Charter School Association – 2001
  • Non-Profit and Governmental Update – Lumbard & Associates, PLLC sponsored conference – 2001