Committee Members

Committee Chair
CPA, CGMA
Shareholder, Clark Nuber PS
Committee Member
CPA, CGMA, CFF, CFE
Associate Director, Association of International Certified Professional Accountants
Committee Member
CPA
Partner, National Nonprofit and Education Leader, BDO USA, LLP
Committee Member
CPA, J.D.
Lead Technical Manager - AICPA Tax Policy & Advocacy, AICPA
Committee Member
CPA
Tax Director, University of Minnesota
Committee Member
CPA
Principal, CliftonLarsonAllen LLP
Committee Member
CPA, CGMA
Chief Operating Officer, Woodrow Wilson Center
Committee Member
CPA, CGMA
Director, Audit Professional Practices, Cherry Bekaert LLP
Committee Member
CPA, J.D.
Partner, Gelman, Rosenberg & Freedman CPAs
Committee Member
CPA, CGMA
Assistant Director, Financial Accounting Standards Board
Committee Member
CPA
Tax Partner, Capin Crouse LLP
Committee Member
CPA
Partner, Moss Adams LLP
Committee Member
CPA, CIA
Senior Manager, Public Accounting, AICPA
Committee Member
CPA, M.S. Taxation
Shareholder, Clark Nuber PS
Committee Member
CPA, CGMA, CBB
Senior Technical Manager, Management Accounting, AICPA
Committee Member
CPA
Partner, Grant Thornton LLP
Committee Member
CPA, CGMA
Chief Financial Officer, AHRC New York City
Committee Member
CPA
Partner, Crowe Horwath LLP
Staff
Manager, Conference Program Management, AICPA
Staff
Marketing Specialist, CPA.com
Staff
Coordinator - Program Development, Meetings & Conferences, AICPA
Staff
Sales, Morris Marketing, Inc.
Staff
CMP
Conference Manager, AICPA
Staff
CPA
Senior Manager - Portfolio Development & Management, AICPA
Staff
Conference Product Marketing Manager, CPA.com

Not-for-Profit Industry Conference Speakers

CPA
Partner, Grant Thornton LLP
Eddie Adkins is a partner in Grant Thornton's national tax office in Washington, D.C. He has the primary responsibility within Grant Thornton for tracking new regulatory and legislative developments... More
Diversity Talent Acquisition, Wells Fargo
Indhira provides leadership in the strategic planning and execution of diversity sourcing initiatives and programs for the WIM and Wholesale Banking Divisions of Wells Fargo. Prior to joining Wells... More
CPA, M.S. (Taxation)
Shareholder, Clark Nuber PS
Jennifer is a tax shareholder with Clark Nuber in Bellevue, Washington, where she specializes in tax-exempt organizations. Her practice primarily focuses on consulting and compliance for public... More
CPA
Partner, Blazek & Vetterling
Jody Blazek is a partner in Blazek & Vetterling, a Houston CPA firm focusing on tax and financial services for exempt organizations and the individuals who create, fund, and work with them. BV... More
J.D.
Attorney/Partner, Perlman & Perlman, LLP
Tracy Boak is a Partner with Perlman & Perlman, LLP a New York, NY law firm providing legal counsel and compliance services to organizations and professionals in the philanthropic sector.... More
CPA, CGMA
Vice President - Ethic and Practice Quality, AICPA
James W. Brackens, Jr. is the Vice President of Ethics and Practice Quality - Public Accounting at the Association of International Certified Professional Accountants (Association). His... More
CPA
Partner, Capin Crouse LLP
Fran has more than 30 years of experience providing audit and management consulting services to a variety of nonprofit entities, including colleges and universities, churches, and large nonprofit... More
Consultant, Trion
Summary of Qualifications Anthony comes to Trion with more than 25 years of sales experience in the healthcare consulting and technology industries. During his professional career, Anthony has built... More
CPA
Partner, WithumSmith+Brown
Brad Caruso, CPA, CFE is a Partner with WithumSmith+Brown, PC (Withum), a top 30 ranked public accounting firm specializing in providing audit, tax and advisory services to over a dozen major... More
CPA
Chief Assurance Officer, CliftonLarsonAllen LLP
Cathy Clarke is the Chief Assurance Officer for CliftonLarsonAllen LLP (CLA) with over 20 years of public accounting experience. At CLA, her primary responsibilities include overseeing the quality... More
J.D.
Executive Director, EY
Stephen Clarke is an Executive Director in the Exempt Organizations Tax Services practice of Ernst & Young, LLP, based in Washington DC. He provides tax advisory services to exempt organization... More
J.D.
Senior Legislation Counsel, United States Congress
Gordon Clay serves as Senior Legislation Counsel with the Joint Committee on Taxation of the United States Congress, where he has been a member of the staff since April 2005. Mr. Clay has primary... More
CPA, CGMA, CFF, CFE
Associate Director, Association of International Certified Professional Accountants
Chris joined the American Institute of Certified Public Accountants in Durham, NC in September 2006. Chris is an Associate Director, currently responsible the AICPA Not-for-Profit Member Section and... More
CPA, CGMA
Supervising Project Manager, Financial Accounting Standards Board
Rick Cole is a Supervising Project Manager at the Financial Accounting Standards Board (FASB). In that role, he provides oversight to projects involving not-for-profit organizations (NFPs), consults... More
Senior Business Development Manager - CGMA, AICPA
CPA
Vice President for Finance, University of St. Thomas
Spencer Conroy, is an executive with nearly a decade of private higher education experience both in public accounting and working as a controller and a financial and administrative vice president... More
CPA
Partner, Mazars USA LLP
Bob is a Partner in the Management Consulting practice at Mazars USA LLP specializing in accounting and finance function risk assessment and management, control remediation, operational improvement... More
CPA
Partner, National Nonprofit and Education Leader, BDO USA, LLP
Laurie a. De Armond, cpa Office Managing Partner and National Co-Leader, Nonprofit & Education Practice EXPERIENCE SUMMARY Laurie is a National Co-Leader of the BDO Nonprofit and Education... More
CPA
Partner, Maher Duessel
Diane E. Edelstein, CPA Diane E. Edelstein is a partner at Maher Duessel in Pittsburgh, PA and has over twenty-five years of experience in public accounting. Her entire auditing career has been of... More
CPA, CGMA, CFF
President, The Sustainable CFO
Jennifer Elder, CPA, CMA, CIA, CFF, CGMA, MS helps accountants advance their careers and organizations increase retention by developing powerful communication skills. Jennifer works with companies... More
Vice President - Controller, United Way Worldwide
Ken joined United Way Worldwide in November of 2003 and currently serves as the Vice President - Controller. Among his duties are responsibility for oversight of UWW's accounting and financial... More
CPA
Tax Director, University of Minnesota
Kelly D. Farmer is the University Tax Director at the University of Minnesota and has served in that position since 2001. From 1995 to 2001, Kelly was at Arizona State University achieving the title... More
CPA, CGMA
Assurance Partner, BPM LLP
Daniel is an Assurance partner at BPM and leader of the firm's industry groups program. He is also BPM’s Nonprofit group leader and FinTech leader. He has worked extensively with fair value and... More
CPA
Principal, CliftonLarsonAllen LLP
Rachel is a principal in the public sector group at CliftonLarsonAllen and has over 20 years of auditing experience with nonprofit organizations. Rachel's experience has been focused on serving... More
CPA, CGMA
Senior Director, Governmental Accounting and Auditing, AICPA
Mary Foelster is a Senior Director at the American Institute of Certified Public Accountants in Washington, DC, where her primary responsibility is to address governmental auditing and accounting... More
CPA, CGMA
Partner, Moss Adams LLP
Erica Forhan is a Partner in Moss Adams' Professional Practice Group, where she is involved with developing and monitoring the firm's assurance practice. In this role she provides technical... More
CPA, CGMA
Chief Operating Officer, Woodrow Wilson Center
Mike is Chief Operating Officer of the Wilson Center and oversees daily management with focal responsibility for strategic plan implementation, fiscal management and accountability, infrastructure... More
CPA
Director, Financial Reporting and Control, USO Inc.
Diane Fraber is the Director of Financial Reporting and Control for the United Service Organizations, Inc. (USO). The USO strengthens America’s military service members by keeping them connected to... More
CPA
Director, Deloitte Tax LLP
Jeffrey D. Frank Director, Deloitte Tax LLP 317.656.6921 J.D.frank@deloitte.com Jeff has 30 years of experience serving not-for-profit institutions, including hospitals and health systems, colleges... More
CPA
Audit Director, BDO USA, LLP
Divya has more than 14 years of professional audit experience. As a director, she spends the majority of her time managing audits and reviews and compilations for nonprofit organizations. Her... More
CPA, CGMA
Director, Audit Professional Practices, Cherry Bekaert LLP
Melisa F. Galasso, CPA, is a Director in the Audit Professional Practices Department at Cherry Bekaert LLP. In this role, she assists with technical issues and quality control of the firm's... More
Principal, IT Audit & Assurance, Clark Nuber PS
Anthony Hargreaves is a principal at Clark Nuber and heads up the IT audit and assurance practice. He is considered a Cloud Evangelist specializing in cloud compliance programs. His career has... More
CPA
Partner, Moss Adams LLP
Melissa has practiced public accounting since 1998 and provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education, associations and... More
CPA
Senior Manager, Moss Adams LLP
Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher... More
CPA
Partner, Grant Thornton LLP
Jennifer is a partner in Grant Thornton’s Northeast Higher Education and Not-for-Profit Industry Practice and is a fully dedicated member of Grant Thornton’s National Higher Education and Not-for-... More
J.D., LL.M. (Taxation)
Principal, Bruce R. Hopkins Law Firm, LLC
Bruce R. Hopkins concentrates on the representation of tax-exempt organizations, practicing with the Bruce R. Hopkins Law Firm, LLC, Kansas City, Missouri. He is the Professor from Practice at the... More
J.D.
Managing Director, U.S. Trust
William Jarvis is a Managing Director, Market Strategy and Delivery with U.S. Trust, Bank of America Private Wealth Management based in New York. Experienced with investment policy and governance for... More
Director of Product Marketing, Nonprofit Solutions, Community Brands
Brandy Keller is the Director of Product Marketing for Nonprofit Solutions at Community Brands, focusing on providing solutions that help nonprofit and government agencies achieve their missions. She... More
J.D.
Partner, Harmon, Curran, Spielberg & Eisenberg, LLP
Beth has a B.A. from Oberlin College and J.D. from Georgetown University Law Center. She focuses on the representation of nonprofit organizations and political campaigns, providing a full range of... More
Senior Vice President & Not-for-Profit Practice Leader, HUB International Northeast Limited
Scott Konrad is a senior vice president with global insurance broker HUB International and leads a specialty practice that helps charitable organizations to surmount their most pressing corporate... More
CPA
Tax Principal, Tate & Tryon CPAs
Deborah G. Kosnett, CPA, is a Tax Principal with Tate & Tryon, CPAs and Consultants, in Washington, DC, a firm specializing solely in not-for-profit organizations. She has 30 years' experience as... More
CPA
President, Maher Duessel
Betsy Krisher is President of Maher Duessel, a Pennsylvania firm specializing in service to non-profit organizations and governmental entities. She also serves as Director of Non-Profit Services for... More
CPA
Associate Vice President for Finance and Administration, University of Chicago
John R. Kroll is Associate Vice President for Finance at the University of Chicago.His responsibilities include seven major areas: University accounting, financial reporting, cash management; post... More
CPA
Partner, Baker Tilly
Ellen Labita is partner on the NY Regional office not-for-profit services team of Baker Tilly Virchow Krause, LLP and is a Professional Practice Leader for not-for-profit services firmwide. She has... More
CPA
Partner, Mazars USA LLP
Mitch is the Practice Leader of MazarsUSA's Not-for-Profit Services Group. Mitch brings 30 years of experience in accounting, auditing and tax consulting services to not-for-profit organizations.... More
President, Smithsonian Enterprises
Christopher Liedel is the president of Smithsonian Enterprises. Smithsonian Enterprises is the revenue-producing organization at the Smithsonian Institution with three primary divisions: media,... More
CPA, J.D.
Partner, Gelman, Rosenberg & Freedman CPAs
Richard J. Locastro, CPA, J.D. is a partner with Gelman, Rosenberg & Freedman CPAs, where he oversees the firm's team of tax professionals who provide consulting and tax compliance services to... More
J.D.
Partner, Steptoe & Johnson
Ruth Madrigal has extensive experience - both within the government and in private practice - advising on a wide variety of legal and tax policy issues affecting charities and other tax-exempt... More
CPA
Partner, PwC
John is a nationally recognized thought leader for board governance, strategy, accounting, and operating matters impacting educational and other not for profit organizations including, but not... More
CPA
Senior Technical Manager, AICPA
Carl Mayes is a Senior Manager on the Public Accounting team at the AICPA. He is the project lead for the AICPA's Enhancing Audit Quality (EAQ) initiative and manages the execution of the AICPA's 6-... More
CPA
Partner, Grant Thornton LLP
Kim McCormick is a partner with Grant Thornton, LLP in the San Francisco Bay Area. She has over 30 years of experience working with all types of not-for-profit organizations and governments and... More
CPA, CGMA
Assistant Director, Financial Accounting Standards Board
Jeffrey D. Mechanick, FASB Assistant Director Jeff Mechanick is Assistant Director for Nonpublic Entities at the Financial Accounting Standards Board (FASB). In that role, he provides strategic and... More
CPA
Solution Specialist, Adaptive Insights
I began my career in public accounting working for a mid-sized CPA firm in Boston, MA. Much of my time was spent working as a manager with our Not-for-Profit group. As a mid-sized CPA firm, our... More
CPA
Partner, Crowe Horwath LLP
Mr. Miller has over thirty years of audit and business advisory experience in the public sector arena, specializing in higher education, research organizations, private foundations, religious... More
CPA
Senior Manager - Portfolio Development & Management, AICPA
Carey is a senior manager in professional development at the Association of International Certified Professional Accountants. Mitchell collaborates with the Association's member learning &... More
CPA
Tax Partner, Capin Crouse LLP
Dave is dedicated to providing client solutions in the exempt organization tax arena through review of client returns, consulting engagements, training, and the compilation of our annual Higher... More
CPA
Chief Financial Officer, Independent Sector
Carolyn M. Mollen, CPA Chief Financial Officer, Independent Sector Carolyn Mollen is the chief financial officer at Independent Sector, the leadership network for nonprofits, foundations, and... More
CPA
Director, MyFedTrainer.com
Lucy Morgan is a CPA, MBA, GPA approved trainer, speaker, and author of 3 books including "Decoding Grant Management-The Ultimate Success Guide to the Federal Grant Regulations in 2 CFR Part 200."... More
Principal, CLM Consulting
Cameron is the bestselling author of four books on leadership and management, as well as being an international Coach and Leadership Instructor. Cameron is a real world manager offering advice from... More
CPA, CGMA
Partner, Grant Thornton LLP
Dennis is the Partner-in-Charge of Grant Thornton's National Not-for-Profit & Higher Education Audit Practice. Dennis received his B.S. degree, cum laude, in Accounting from Villanova... More
CPA, CGMA
Partner, WithumSmith+Brown PC
Jim is a partner based in Withum’s East Brunswick, New Jersey office and has over 30 years of public accounting experience. Jim specializes in providing audit and consulting services to clients in... More
Sr. Controller, Communities In Schools of Central Texas
Dan Murphy has an extensive background in financial management, with degrees in finance and accounting and more than 10 years of nonprofit accounting experience. He has served in nonprofit finance... More
CPA
Partner, KPMG LLP
Mandy is a partner in KPMG's Department of Professional Practice and in her role issues guidance to KPMG offices on not-for-profit accounting, performing audits under Government Auditing Standards,... More
CGMA
VP External Relations, AICPA
Ashok Noah, CPA, FCMA, CGMA, is vice president of CGMA external relations at the American Institute of CPAs (AICPA). In this role, he serves as a liaison to CFOs and CEOs to understand how finance... More
National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP
Mark serves as the industry managing partner for Grant Thornton's Not-for-Profit and Higher Education practices, with overall responsibility for services performed by the firm for these clients... More
CPA
Partner, Moss Adams LLP
Tracy Paglia, CPA, is a tax partner with Moss Adams LLP. She has over 21 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt... More
CPA
Partner, WithumSmith+Brown, PC
Tony has over 20 years of experience providing tax compliance and consulting services specializing in the not for-profit and healthcare industries. He specializes in public charities and provides... More
CPA, CGMA
CEO/Founder, FMA
Hilda is the founder and CEO of FMA, the go-to capacity building firm that foundation and nonprofit leaders seek when they face financial management challenges. With a staff of nearly forty employees... More
J.D.
Partner, Harmon, Curran, Spielberg & Eisenberg, LLP
John Pomeranz is a partner in the Washington D.C. law firm of Harmon, Curran, Spielberg & Eisenberg, LLP. The firm specializes in providing legal advice to nonprofit organizations and... More
CPA, CGMA
Shareholder, Clark Nuber PS
Andrew Prather is an audit shareholder at Clark Nuber P.S. based in the Seattle metro area. He is a leader in the firm's Not-for-Profit Services Group and provides a wide range of not-for-profit... More
Co-chair, MW Conferences
Nancy Proctor is Director of The Peale Center for Baltimore History and Architecture and of the MuseWeb Foundation, the new non-profit initiative of Museums and the Web, as well as Co-chair and Co-... More
Director, Media & Learning Technologies, AHRC New York City
Philip is a technology leader at AHRC New York City. In his role as Director of Media and Learning Technologies he conceptualizes and designs the deployment of program support technology. The aims of... More
J.D.
Attorney Advisor, Office of Tax Policy, U.S. Department of the Treasury
Elinor Ramey is an Attorney-Advisor in the Office of Tax Policy of the U.S. Department of the Treasury. She is responsible for advising the Assistant Secretary (Tax Policy) on all tax matters... More
CPA, J.D.
Managing Director, Tax, KPMG LLP
Janice is a Managing Director in KPMG’s Development and Exempt Organizations (DEO) practice. As both an attorney and Certified Public Accountant, she has more than 20 years of experience serving the... More
CPA
NFP Industry Technical Leader, Plante Moran, PLLC
Kris has 15 years of experience in audit and consulting projects with not-for-profit organizations. Kris is the Industry Technical Leader for Plante Moran's not-for-profit consulting and auditing... More
CPA
Principal, Clark Nuber PS
Troy Rector is a principal in the Not For Profit and Governmental Services Group at Clark Nuber and has spent his career serving Not-For-Profit and Governmental organizations. He specializes in... More
CPA, CGMA
Partner, Reeder & Associates, PA
Rick Reeder, CPA, CGMA Rick Reeder is the owner of Reeder & Associates, PA a local CPA firm in Tampa, Florida. His diverse range of clients includes those in the areas of not-for-profit,... More
J.D.
Partner, Morgan Lewis & Bockius LLP
Alexander L. Reid advises tax-exempt organizations in planning, structuring, and transactional matters. He also represents taxpayers under audit, and helps organizations improve their governance and... More
CPA
Senior Manager, Crowe Horwath LLP
Ms. Richards is a senior manager in the Not-for-Profit and Higher Education practice of Crowe LLP. Jennifer has over thirteen years of experience in public accounting. During her career, Ms.... More
CPA, CGMA
Consultant, Self-Employed Consultant
Ron has significant experience providing audit, tax and consulting services to both not-for-profit and for-profit organizations. Over the past 30 years, he has concentrated on the not-for-profit... More
CPA
Sr. Solution Consultant, Oracle + Netsuite
Angela Robertson is a CPA with over 20 years of experience in Finance and Accounting. Her experience includes Fortune 500 companies in consumer goods, manufacturing and entertainment. Prior to... More
Associate Manager - Enterprise Social Media, Association of International Certified Professional Accountants
As Associate Manager of Enterprise Social Media at the Association of International Certified Professional Accountants, Liz engages and increases awareness of the Association’s brand within the... More
MBA
Founder & Managing Partner, The Silvrene Group
Shaara Roman is Founder and Managing Partner of The Silverene Group, a boutique firm that consults with leaders to create amazing workplaces by helping them build compelling cultures, design... More
CPA, CGMA
Senior Manager, Association Of International Certified Professional Accountants
Rafael Roman is a Senior Technical Manager at the American Institute of Certified Public Accountants in Washington, DC, where his primary responsibility is to work on governmental auditing and... More
CPA
Partner, Moss Adams LLP
Laura is an audit partner with Moss Adams. She serves a large variety of not-for-profit organizations.
CPA
ASB Chair, Grant Thornton LLP
Mike is the current chair of the AICPA's Auditing Standard Board and the Audit Issues Task Force. Mike has served on various profession committees and task forces including the PCAOB's Pricing Issues... More
Senior Manager, KPMG LLP
Curtis Saueressig is the lead manager for KPMG’s International Tax Exempt Services (ITES) practice and specializes in helping higher education and other not-for-profit organizations better understand... More
CPA, J.D.
Partner, BDO USA, LLP
Jeff Schragg is a Tax Partner in BDO USA, LLP's Greater Washington Office (McLean, VA). For over 30 years, he has counseled clients on highly complex tax and business matters. Jeff provides his... More
Chief Purpose Officer, PwC
Shannon Schuyler Principal – Chief Purpose Officer, Responsible Business Leader at PwC and President of the PwC, Charitable Foundation, Inc. Shannon Schuyler is a Principal with... More
CPA, M.S. Taxation
Shareholder, Clark Nuber PS
Jane is a tax shareholder with Clark Nuber, P.S. in Bellevue, Washington. She leads the firm's public charity and private foundation tax practice. Jane is a past chair and current associate member of... More
CPA
Partner, Grant Thornton LLP
SCOTT STEFFENS is an audit partner in the Grant Thornton LLP Chicago office. He also serves as the chairman of the firm's Religious Organizations Practice and leader of the Midwest Region's Not-for-... More
Partner, Moss Adams LLP
Mark leads the Business Consulting Practice at Moss Adams and has over 30 years of experience working with governments, not-for-profit organizations, and businesses throughout the United States. He... More
CPA
Partner, KPMG LLP
Timothy A. A. Stiles Partner KPMG LLP 345 Park Avenue New York, NY 10154 Tel 212-872-5955 Fax 415-358-8385 Cell 415-297-5887 taastiles@kpmg.com IDAS, Global Chair DEO, National Practice Leader... More
CPA
Executive Director, Ernst & Young LLP
James Summer is an executive director with EY in the Atlanta office and has more than 28 years of experience in providing professional services to a wide variety of not-for-profit organizations. He... More
Senior Manager, Mazars USA LLP
Israel has over a decade of experience serving not-for-profit clients in a range of subsectors. He specializes in delivering insightful, comprehensive tax services and is particularly adept with... More
Senior Program Manager, Microsoft
I am a Senior Program Manager for Microsoft Excel, focused on charts and data visualizations. Prior to joining the Excel team I spent 8+ years working in accounting and finance at Microsoft. My... More
CPA
Partner, Plante Moran, PLLC
Katie has over 17 years of experience serving not-for-profit and higher education clients. She is a leader in Plante Moran's professional standards department for the not-for-profit and higher... More
Partner, Withum Digital
Dale Tuttle is a Partner and the Practice Leader for the Withum Digital practice. Dale has more than 20 years of experience building and operating information technology services firms. At Withum, he... More
CPA
Partner, Crowe Horwath LLP
Pete Ugo is an audit partner at Crowe Horwath LLP. He has over 20 years of audit and consulting experience with Crowe, and is the leader of the firm’s national not-for-profit and higher education... More
CPA
Sole Practitioner, John Gregory Valenzuela
JOHN GREGORY VALENZUELA Certified Public Accountant John Gregory Valenzuela is a sole practitioner in Placentia, California. He earned his BS and MBA from California State University, Long Beach and... More
CPA
Director, Exempt Organizations, Tax Exempt and Government Entities Division , IRS
Margaret Von Lienen is currently serving as the Director, Exempt Organizations in Tax Exempt and Government Entities Division where she is responsible for overseeing the compliance and determination... More
J.D.
Attorney, Webster, Chamberlain & Bean
Chip Watkins is a lawyer with Webster, Chamberlain & Bean, LLP. He represents and counsels charities, churches, and religious organizations; advocacy groups; and trade associations and... More
CPA
Principal, ML Weekes & Company, PC
Alex Weekes is a Principal in ML Weekes & Company, PC located in Guilford, Connecticut. For over Twenty-five years, he has provided a variety of services to assist clients who receive grants and... More
CPA
NFP Audit Partner, Grant Thornton LLP
Rick is an audit partner with Grant Thornton LLP and is based in their Los Angeles office. He serves a wide range of not-for-profit audit clients and leads the firm's NFP practice in Southern... More
CPA, CGMA
Chief Financial Officer, AHRC New York City
Amy West, CPA, CGMA Amy West is currently the Chief Financial Officer of AHRC New York City ("AHRC"). AHRC is an organization that provides critical services to people with intellectual and... More
CPA
Lead Manager, Not-for-Profit Content Development, AICPA
Ashley Whitaker joined the AICPA team in January 2015. She assists with content development for various not-for-profit continuing education programs, including the Not-for-Profit Certificate Program... More
CPA
Partner, Heinfeld, Meech & Co.
Brittney Williams, CPA, CGFM is a Partner for the public accounting firm Heinfeld, Meech & Co. She currently manages audit services for municipalities, school districts, transportation... More
Principal, BDO USA, LLP
Andrea Wilson is a Partner at BDO and leads the firm's Nonprofit and Education Advisory Services practice and advises organizations on a wide range of issues including pricing, compliance matters,... More
Tax Law Specialist, IRS
Christopher C. Woodin joined the IRS in 2005. He is a Lead Tax Law Specialist with the Indian Tribal Governments/Tax Exempt Bonds office for which he provides technical support and performs review... More
J.D.
Partner, Perlman & Perlman, LLP
Karen I. Wu is a partner at Perlman & Perlman, LLP, a nationally recognized law firm serving the philanthropic and social enterprise sector. Karen advises nonprofit organizations on corporate... More
CPA, J.D.
Managing Partner, YH Advisors
Brian has almost 25 years of tax, legal, and accounting experience in the exempt organizations area. Areas of exempt organization consultation which Brian possesses expertise include public support... More
CPA
Partner, Crowe Horwath LLP
Brian is partner with Crowe Horwath LLP in their Not-for-Profit and Higher Education Practice in Chicago. He has dedicated the majority of his 20 year career with Crowe serving a variety of... More

Private Foundation Summit Speakers

CPA, M.S. (Taxation)
Shareholder, Clark Nuber PS
Jennifer is a tax shareholder with Clark Nuber in Bellevue, Washington, where she specializes in tax-exempt organizations. Her practice primarily focuses on consulting and compliance for public... More
CPA
Partner, Blazek & Vetterling
Jody Blazek is a partner in Blazek & Vetterling, a Houston CPA firm focusing on tax and financial services for exempt organizations and the individuals who create, fund, and work with them. BV... More
J.D.
Director, Tax and Financial Planning, Margaret A. Cargill Philanthropies
Jennifer Gilardi joined the staff of Margaret A. Cargill Philanthropies in October 2012 as Director of Tax and Financial Planning. In this role, Jen serves the grantmaking entities under the Margaret... More
Managing Director, The Kresge Foundation
Elizabeth is the Managing Director of Risk and Operations of The Kresge Foundation’s $3.8 billion portfolio. Prior to joining the Foundation in April 2008, she was the Director of Finance for Capital... More
J.D., LL.M. (Taxation)
Partner, Patterson Belknap Webb & Tyler
Tomer Inbar represents U.S. and international tax-exempt organizations (and for profit organizations that deal with them) in a broad range of structural and operating matters, including obtaining and... More
MBA, MA (Applied Economics)
Vice President and CFO, The Annie E. Casey Foundation
Ken Jones is the Vice President and Chief Financial Officer for the Annie E. Casey Foundation, the 27th largest foundation in the country with an endowment of approximately $2.6 billion. Jones... More
J.D.
Partner, Harmon, Curran, Spielberg & Eisenberg, LLP
Beth has a B.A. from Oberlin College and J.D. from Georgetown University Law Center. She focuses on the representation of nonprofit organizations and political campaigns, providing a full range of... More
CEO, Collaboration Capital
Christopher L. Knapp serves as Chief Executive officer for Collaboration Capital. He served most recently as Chief Executive Officer of Chilton Capital Management, of which he was a co-founder in... More
CPA, CGMA
Shareholder, Clark Nuber PS
Deby is an audit shareholder at Clark Nuber P.S. in Washington, where she specializes in serving the firm's not-for-profit clients with a focus on foundations, international NGOs, and education... More
J.D.
Partner, Steptoe & Johnson
Ruth Madrigal has extensive experience - both within the government and in private practice - advising on a wide variety of legal and tax policy issues affecting charities and other tax-exempt... More
CPA
Principal, Clark Nuber PS
Kathryn has over 12 years of experience providing service to both private foundations and public charities. She assists organizations with federal income tax compliance, and tax consulting around... More
CPA, CGMA
VP, CFO & CAO, Kresge Foundation
Amy B. Robinson is vice president, CFO and Chief Administrative Officer of The Kresge Foundation, and serves as secretary and treasurer for the foundation’s board of trustees. She manages the... More
J.D.
Counsel, Arnold & Porter
Amy Ryan is a senior Counsel at the law firm of Arnold & Porter in Washington, DC. Amy counsels private foundation clients in a number of areas, including grantmaking activities, funding and... More
CPA, M.S. Taxation
Shareholder, Clark Nuber PS
Jane is a tax shareholder with Clark Nuber, P.S. in Bellevue, Washington. She leads the firm's public charity and private foundation tax practice. Jane is a past chair and current associate member of... More
J.D., LL.M (Taxation)
Counsel, Ropes & Gray LLP
Carolyn (Morey) Ward, counsel with Ropes & Gray LLP in its Washington D.C. tax & benefits group, focuses her practice on advising tax-exempt organizations on a variety of matters, tax... More