Not-for-Profit Keynote Speaker
Michael McCarthy
Acting Chief Operating Officer and Under Secretary for Finance and Administration | Smithsonian Institution
Mike McCarthy serves as the Acting Chief Operating Officer and Under Secretary for Finance and Administration of the Smithsonian. He manages several Smithsonian offices with more than 2,200 employees, including facilities and maintenance, capital... More
Committee Members
Committee Member, CGMA Subgroup Lead
CPA, CGMA
Chief Financial Officer | AHRC New York City
Committee Member
CPA, CGMA, CFF, CFE
Associate Director | Association of International Certified Professional Accountants
Committee Member, CGMA Subgroup Lead
CPA, CGMA
Chief Financial Officer | AHRC New York City
Not-for-Profit Industry Conference Speakers
CPA
Retired Partner | Grant Thornton LLP
Eddie Adkins, CPA, retired last year as a partner in Grant Thornton's national tax office in Washington, D.C., where he was the national tax technical leader for the firm's human capital services... More
CPA
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
Director, Nonprofit Industry Marketing | Sage Intacct
Joan Benson Director, Industry Marketing Sage Intacct Corporation Joan has 20+ years of combined experience in accounting, consumer products, and technology. As director of industry marketing for... More
CPA, JD, LL.M. (Taxation)
Director, Nonprofit Tax Services | BDO USA LLP
Marc Berger, CPA, JD, LLM National Director, Nonprofit Tax Services EXPERIENCE Marc Berger has over 25 years of experience in both public and private tax practice including large accounting firms,... 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. She... More
CPA, CGMA
Vice President-Ethic & 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
Senior Client Partner | Korn Ferry
Barry Bregman is a Senior Client Partner in the Global Financial Officers Practice for Korn Ferry, based in the Firm’s New York office. In addition to Barry’s focus on financial officers, Barry works... More
CPA
Managing Partner | CapinCrouse LLP
As Managing Partner, Fran leads the firm and guides the implementation of strategic plans and objectives. He is also involved in client acquisition meetings, significant board meetings, and... More
Consultant | Trion, A Marsh McLennan Agency,Inc
Anthony comes to Trion with more than 20 years of consulting experience in the healthcare consulting and technology industries. During his professional career, Anthony has built a solid reputation a... More
CPA
Chief Assurance Officer | CliftonLarsonAllen LLP
Cathy Clarke is the Chief Assurance Officer for CLA with over 20 years of public accounting experience. At CLA, her primary responsibilities include overseeing the quality control and training for... More
LL.M. (Taxation)
Principal | Adler & Colvin
Matt is a principal at Adler & Colvin, a San Francisco law firm deeply committed to serving the legal needs of the nonprofit sector. Matt's practice focuses on federal and state tax law,... More
Keynote Speaker and Author | SalesLeader LLC
TODD COHEN IS THE NATION'S LEADING VOICE ON BUILDING SALES CULTURE IN ACCOUNTING AND PROFESSIONAL SERVICES FIRMS.
A dynamic, engaging and motivational keynote speaker, Todd's message is relevant to... More
Partner | Withum
Daniel Cohen-Dumani is a Partner and the Market Leader for the Technology and Digital Transformation Advisory practice. Daniel leads a team of technologist, engineers, software developers, project... More
CPA, CGMA, CFF, CFE
Associate Director | Association of International Certified Professional Accountants
Chris Cole, CPA, CFE, CFF, CGMA
Chris joined the American Institute of Certified Public Accountants in Durham, NC in September 2006. Chris is an Associate Director, currently responsible the AICPA... More
EdD, SPHR, SHRM-SCP
Sr. Director, Human Capital Management Innovation | Ultimate Software
Dr. Jarik Conrad Ultimate Software, Senior Director of HCM Innovation Jarik Conrad, EdD, SPHR, SHRM-SCP, is the senior director of Human Capital Management (HCM) Innovation for Ultimate Software. In... More
CPA
Partner | Baker Tilly
Monica's primary focus is internal auditing, risk assessment, fraud and forensics reviews, and strategic consulting on a wide range of business issues in the Washington, D.C. metro region. Her client... More
CPA
Partner, National Nonprofit and Education Leader | BDO USA LLP
Laurie is a National Co-Leader of the BDO Nonprofit and Education Industry Group and the Greater Washington, DC Office Managing Partner for the Nonprofit and Education practice, helping to shape the... More
Branch Chief | US Census Bureau - Federal Audit Clearinghouse
Mark Dixon is the Branch Chief of the Federal Programs Branch within the Economic Reimbursable Surveys Division of the U.S. Census Bureau. His branch is responsible for operating the Federal Audit... More
CPA
Senior Manager | Crowe LLP
Chris is a Senior Manager in the Not-for-Profit and Higher Education practice of Crowe LLP. Chris has 14 years of experience and has spent his entire career working with not-for-profit organizations... More
CPA
Partner | Maher Duessel
Ms. Edelstein graduated, with distinction, from George Mason University, Fairfax, VA with a Bachelor's Degree in Accounting. She has worked in non-profit and government auditing for over 25 years.... More
CPA, CGMA, CFF, CSP, CMA, CIA
President | The Sustainable CFO
Jennifer Elder, CSP, CPA, CMA, CIA, CFF, CGMA, MS works with companies to find creative solutions to their most challenging problems. She helps financial leaders become more strategic, stay ahead of... More
CPA
Tax Director | University of Minnesota
Kelly Farmer, CPA, Tax Director, University of Minnesota, Minneapolis, MN
Kelly D. Farmer is the University Tax Director at the University of Minnesota and has served in that position since 2001.... More
CPA, CISA, CRISC
Principal | CLA
Rebecca is a principal at CLA (CliftonLarsonAllen) and leads the Grant Compliance Services. She has over fourteen years of public accounting experience and working exclusively with nonprofit, higher... More
CPA, CGMA
Partner | BPM LLP
Daniel is the Industry Groups leader for BPM, and leads its Nonprofit Industry Group and FinTech practice, and is a member BPM's Management Committee. He regularly presents on not-for-profit topics... More
CPA
Principal | CliftonLarsonAllen LLP
Rachel is a principal in the Public Sector Group of CliftonLarsonAllen and has over twenty years of experience, specializing in nonprofit organizations.
Rachel serves as a quality liaison for the... More
CPA
Senior Director,Governmental Accounting and Auditing | AICPA
Mary Foelster is a Senior Director at the American Institute of Certified Public Accountants (AICPA) in Washington, DC, where her primary responsibility is to address governmental auditing and... More
CPA, CFF, CIA, CFE
Population Services International | Chief Audit Executive
Elizabeth J Folsom, MBA, CPA, CIA, CFE Elizabeth (Liz) Folsom is currently Chief Audit Executive and Director of Global Internal Audit and Investigations for PSI (Population Services International),... 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 | Deloitte Tax LLP
Jeff has 31 years of experience serving not-for-profit institutions, including colleges and universities, foundations, academic medical centers, student loan organizations, hospitals and health... More
CPA, CGMA
Partner | Crowe LLP
Kelly is an Audit Partner with more than 25 years of experience providing audit, accounting and advisory services to not-for-profit organizations. She services a variety of clients, including trade... More
CPA
Audit Director | BDO USA, LLP
Divya has over 12 years of professional audit experience. As a director, she spends the majority of her time managing audits and reviews and compilations for government contractors, nonprofit... More
CPA
Director | Cherry Bekaert LLP
A Certified Public Accountant with over fifteen years of experience, Melisa assists with technical issues and quality control of the Firm's assurance services practice. She serves as the technical... More
CFP
Senior Financial Advisor | Moss Adams
Kathryn Garrison is a senior financial advisor with Moss Adams. She provides investment and consulting advice for private foundations and helps individual clients incorporate philanthropic strategies... More
SPHR and SHRM-SCP
Executive Vice President, Human Capital Consulting | HUB International
Andrea Goodkin is a practice leader within HUB's HR Consulting Services and Technology practice. With over 27 years of combined in-house human resource leadership and consulting experience across... More
CPA, CGMA
SVP, Controller | AARP
John D. Griffin, CPA, CGMA
John Griffin, a licensed Certified Public Accountant and Chartered Global Management Accountant, has over twenty-five years of corporate financial management experience and... 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
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, CGMA
Associate Vice President & University Controller | George Washington University
Sharon L. Heinle is the Associate Vice President & University Controller for the George Washington University in Washington, D.C. In this role, Sharon leads a team responsible for the University’... More
Principal | Mazars USA LLP
Steven has over a decade of experience providing an array of advisory and tactical services to both payer and provider clients throughout the healthcare industry. He specializes in strategic planning... More
CPA
Principal | CliftonLarsonAllen LLP
Deirdre has 14 years of experience in public accounting and works exclusively in the nonprofit area. Deirdre leads the global services initiative for the Public Sector Group and is a member of the... 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
Lead Manager, Digital Media - Corporate Communications | Association of International Certified Professional Accountants
Chrissy Jones is a digital communications professional with more than 11 years' experience in corporate communications strategy, tactics, and innovation. A lead manager with the Association of... More
CPA
Partner | Mazars USA LLP
Ethan is focused on the nonprofit sector in providing Advisory, Audit and Tax services. His in depth knowledge of the sector from a technical, tax and compliance standpoint has brought him to many... More
Director of Product Management and Marketing | Community Brands
Brandy Keller is the Director of Product Management and Product Marketing for Nonprofit Solutions at Community Brands. She has been an avid volunteer since childhood, working primarily with... More
CPA
Director of Nonprofit Innovation | CLA
Curtis Klotz, CPA, serves as Director of Nonprofit Innovation at CLA. This role is grounded in CLA’s nonprofit consulting and business operations practice, which inspires Curt’s writing and thought... More
CPA
National Assurance Director - Nonprofit and Education Practice | BDO USA, LLP
Lee Klumpp is National Assurance Partner at BDO. Lee has over 25 years' experience serving the nonprofit and the government industries. Lee has been with BDO for 14 years, and prior to that worked... More
Senior Vice President & Not-for-Profit Practice Leader | HUB International
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
Partner | Maher Duessel
Ms. Krisher (Betsy) began her public accounting career in 1985 at a Big 8 Firm and joined Maher Duessel in 1991. Betsy is President and Director of Non-Profit Services for the firm. She has extensive... 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, CPA, is a Partner at Baker Tilly Virchow Krause, LLP. She is team leader for healthcare/not-for-profit services in the NY business unit and a firmwide professional practice leader. She... More
MBA
CEO | The Management Coach
Mary Legakis Engel is The Management Coach and a recognized speaker, coach, consultant and business executive. Mary has been advising, consulting and coaching leaders and managers on effective... More
CPA, CGMA
Tax - Director/Manager/Staff | AARP
Sarah Llewellyn is the Director of Tax Planning and Compliance at AARP, where she is responsible for all tax issues and filing requirements stemming from the Association's multi-entity structure and... More
CPA, J.D.
Partner | Gelman, Rosenberg & Freedman
Mr. Locastro has worked in public accounting since 1986, including six years in the tax offices of Big Four firms. His clients include private foundations, colleges, universities, healthcare... More
J.D.
Principal, Washington National Tax | KPMG LLP
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 entities... More
CPA
Partner | Grant Thornton LLP
Jeff is Grant Thornton’s tax technical leader for compensation and employee benefits. Jeff has been practicing in the area of taxation for over 15 years, all with Grant Thornton. In his current role... More
CPA
Partner | Grant Thornton LLP
Kim McCormick has over 30 years experience as an audit partner at Grant Thornton serving not for profit organizations, governments and many audits under Uniform Guidance. She serves on the Executive... More
J.D.
Principal | Adler and Colvin
Ms. McGlamery's clients include public charities, private foundations, grantmakers, nonprofit service providers, individual and corporate donors, nonprofit advocacy groups, and others. Her practice... More
CPA, CGMA
Assistant Director | FASB
Jeffrey D. Mechanick
FASB Assistant Director - Nonpublic Entities
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical... More
CPA
Lead Partner Not-for-Profit Assurance and Advisory | SingerLewak LLP
Karen Miessner is the Lead Audit Partner in SingerLewak LLP's Not-for-Profit Assurance and Advisory practice and is located in the Los Angeles office. Karen is a Certified Public Accountant and... More
CPA
Managing Director | KPMG
Nancy is a managing director in independence at KPMG. She has over thirty years of experience including significant experience in auditing governmental and not-for-profit organizations. She chairs... More
CPA
Partner | Crowe LLP
Mr. Miller has more than 34 years of audit and business advisory experience in the Public Sector arena, specializing in private foundations, higher education, religious organizations, membership... 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, CGMA
Partner | Grant Thornton LLP
Dennis is the Partner-in-Charge of Grant Thornton's National Not-for-Profit & Higher Education Audit Practices. Prior to joining Grant Thornton LLP in May of 2002, Dennis was previously part of... More
CPA
Partner | KPMG
Amanda is a partner in KPMG's Audit Quality and Professional Practice group and in her role issues guidance to KPMG offices on not-for-profit accounting, performing audits under Government Auditing... More
J.D
Partner | Arent Fox
Richard Newman is a partner in the law firm of Arent Fox, located in its DC office. Richard's practice focuses on real estate finance for nonprofits, with an emphasis on the use of Qualified 501(c... More
CPA, CGMA
VP CGMA External Relations | The Association of International Certified Professional Accountants
Ashok Noah is Vice President, 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 teams are evolving and... More
CPA
Assurance Senior Manager | BPM LLP
Melodie is an Audit Senior Manager and a leader in BPM's Nonprofit Industry Group. She has over 10 years of experience working in public accounting providing assurance services including audits,... 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 22 years of public accounting experience identifying and meeting the tax and consulting needs of Not-for-Profit and exempt... More
CPA, CGMA
Founder & CEO | FMA
As Founder and CEO, Hilda has led FMA to become the go-to advisor that foundation and nonprofit leaders seek when building their financial management capacity. A nationally recognized and sought... More
J.D.
Partner | Harmon,Curran,Spielberg & Eisenberg,LLP
John Pomeranz (B.A. Wesleyan University; JD, University of Southern California Law Center; LL.M., Georgetown University Law Center) is a partner in the Washington D.C. law firm of Harmon, Curran,... 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
CPA
Principal | Johnson Lambert LLP
Paul Preziotti, CPA, is a Principal for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit, consulting services and engagement management to not-for-profit... More
Survey Statistician | U.S.Census Bureau
Hannah Puisto is a Survey Statistician for the Federal Programs Branch within the Economic Reimbursable Surveys Division of the U.S. Census Bureau. This branch is responsible for operating the... More
CPA, CGMA
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., LL.M. (Taxation)
Partner | Morgan Lewis & Bockius LLP
Alexander Reid is a partner at Morgan Lewis who specializes in the taxation, governance, and regulation of nonprofit organizations.
He previously served as Legislation Counsel for the nonpartisan... More
CPA
Lana Richards, CPA Lana joined the AICPA Not-for-Profit team in March 2017. She assists in the development of content and resources for the Not-for-Profit Section and reviews various not-for-profit... More
CPA
Senior Manager | Grant Thornton LLP
Experienced Senior Manager with a demonstrated history of working in the accounting industry and focused on Not-for-Profit and Higher Education Institutions. Over 10 years of experience managing the... More
MBA
Founder & Managing Partner | The Silverene Group
Shaara Roman is founder and managing director of The Silverene Group, a management consulting firm that advances companies by aligning people programs with business goals. She counsels CEOs, CHROs,... More
MBA
Senior Vice President - Investments, Senior Institutional Consultant | UBS Institutional Consulting
As one of the 28 Senior Institutional Consultants within the UBS Institutional Consulting Group, Arun Sardana works with foundations, endowments, associations and other non-profit institutions and... More
Chief Operating & Strategy Officer | American Diabetes Association
Eloise Scavella is Chief Operating and Strategy Officer of the American (ADA), the nation's largest voluntary health organization and a global authority on diabetes. Since 1940, the ADA has been... More
PMP
Solution Consultant | Oracle + NetSuite
Sean Seabrook, PMP, is a senior IT professional who has worked with accounting, CRM, fundraising, and ERP systems with the non-profit and retail industries for 15 years. Sean works with business... 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 a partner with Grant Thornton and the leader of the Atlantic Coast Region's NFP practice. He has more than 29 years experience serving a wide variety of NFP organizations. He is... More
CPA
CPA | Karen T. Syrylo, CPA
Karen T. Syrylo, CPA is now a sole practitioner having spent much of her career with “Big 4†international accounting firms where she was a state and local tax services group partner. She has... More
HCM Technology Manager | Ultimate Software
Yutaka Takagi has spent his career demonstrating the value of HCM solutions to business leaders at companies across the country. Having worked on both sides of the customer-vendor relationship in... More
CPA, CMA
Audit Managing Director | Deloitte & Touche LLP
Chris is a Managing Director in the Audit & Assurance practice of Deloitte & Touche LLP where she has oversight of audit services to various clients. She has more than 26 years of audit... More
CPA, CGMA
Partner | Marks Paneth LLP
Sibi Thomas is a Partner in the Nonprofit, Government & Healthcare Group at Marks Paneth LLP. He has more than 14 years of accounting, auditing, tax and consulting experience in the nonprofit... More
MBA
President | HUB International
Joseph Torella is the President of HUB International Northeast and President of the East Region. Since December 2009, Joseph Torella has been responsible for the overall management of the Employee... More
CISSP, CISA, PCI QSA, CCSFP
Partner - Cybersecurity Consulting | Moss Adams LLP
Kevin is a partner with the Cybersecurity Consulting group specializing in infrastructure security. He has over 17 years of industry specialization with not-for-profit, health care, government,... More
CPA
Partner | Plante & Moran,PLLC
Amanda has more than 16 years of experience serving a variety of public sector industries who receive federal awards, in accounting, auditing, grant management, and consulting. She serves as the... More
J.D.
Attorney | Webster, Chamberlain & Bean
Chip Watkins is an attorney with Webster, Chamberlain & Bean, LLP, in Washington, D.C. A graduate of Franklin & Marshall College and the Dickinson School of Law, Mr. Watkins served as an... More
Chief Operating Officer | BBB Wise Giving Alliance
Bennett Weiner serves as Chief Operating Officer of the BBB Wise Giving Alliance. In this capacity, he manages all aspects of the organization that monitors and reports on charitable organizations... More
CPA
NFP Audit Partner | Grant Thornton LLP
Leadership role
Rick is the firm's West Region Higher Education and Not-for-Profit Practice Leader and has more than 30 years of public and private accounting experience. He has served clients in a... 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., P.C.
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
Solutions Engineer | Community Brands
Scott has spent the past 15 years working with accounting software, and the past 19 years in the non-profit sector as both an accountant and consultant. His successful implementations range from... More
Partner | BDO USA, LLP
Andrea Wilson leads BDO's national Nonprofit and Education Advisory Services practice and consulting services to federal awardees, contractors, Institutions of higher education and nonprofit... More
CPA, J.D.
Managing Partner | YHA
Brian has over 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
Audit Manager | Plante Moran
I have nine years of experience with a primary focus in serving not-for-profit organizations and religious institutes. My experience includes job management and organization, supervision and training... More
PhD
Managing Director | BDO USA, LLP
Dr. Ziemba is a Managing Director in the BDO Global Employer Services practice at BDO. He has over 25 years of providing advice to executives and Boards of organizations with diverse missions and... More
Private Foundation Summit Speakers
Director, Investment Accounting, Reporting & Tax | Ford Foundation
Saul Bakst joined the the Finance department at the Ford Foundation in 2010 as the Director, Investment Accounting, Reporting, & Tax. Working closely with the Investment division, and leveraging... More
CISSP, CISA, CIPP
Partner | RSM
Charles Barley Jr is responsible for the delivery of governance, risk and compliance (GRC) services and serves as RSM’s Southeast leader of the Security & Privacy Risk solution and co-leads the... More
CPA
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
Vice President, Chief Operating Officer and Treasurer | Ford Foundation
John W. Bernstein is the Chief Operating Officer, Vice President, and Treasurer of the Ford Foundation, a New York based, private social justice foundation working to impact the drivers of inequality... More
CPA
Partner | Blazek & Vetterling
JODY BLAZEK, CPA jody.blazek@bvcpa.com A Short Biography Jody Blazek is a partner in Blazek & Vetterling, a Houston CPA firm focusing on tax and financial services for exempt organizations and... 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
CISA
Manager - Security and Privacy Risk Consulting | RSM US LLP
Nico Guetatchew serves as a Manager and GDPR subject matter expert for RSM US, a leading provider of audit, tax and consulting services focused on the middle market. As a driving force for the... More
J.D.
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
CPA
Controller | The William and Flora Hewlett Foundation
Dwight Koda is the Controller of the William and Flora Hewlett Foundation. Prior to joining the Foundation in late 2015, Dwight was the controller of privately held Fisher Investments, an investment... 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.
Principal, Washington National Tax | KPMG LLP
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 entities... More
CPA
VP Finance | Chan Zuckerberg Initiative
Brian Manca is Vice President and Head of Finance for the Chan Zuckerberg Initiative. Prior to CZI, Brian held senior positions including Chief Accounting Officer and VP FP&A at Medallia, Inc -... More
CPA, CGMA
Founder & CEO | FMA
As Founder and CEO, Hilda has led FMA to become the go-to advisor that foundation and nonprofit leaders seek when building their financial management capacity. A nationally recognized and sought... More
CPA
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
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
Manager | The Bridgespan Group
Julia is a Manager in Bridgespan's Boston office. She has significant experience in the fields of nonprofit finance, social entrepreneurship, and global development. Highlights from Julia's case work... More
JD, LL.M. (Taxation)
Tax Law Specialist | IRS
Ward has BA and JD degrees from UVA, an LLM in tax from Georgetown, and served as a trial court clerk and practiced civil litigation a few years before joining the IRS. From 1991, he served as a tax... More
MD, CIA
Director of Assurance and Risk Management | Bill & Melinda Gates Foundation
Elmar Vinh-Thomas, director of assurance and enterprise risk management, leads the Bill & Melinda Gates Foundation’s efforts on risk management, audit, and grant-related fraud investigations that... More
Author, Inclusion Advocate | -
During my 24 years at Microsoft I led several product teams, including team that delivered Office for iPad and iPhone, the first full fidelity version of Office on a mobile device. Because my son... More