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FY24 Board Nominations & Bylaw Revisions

FY24 New Board Nominees

Jen Matteo, CPA
Manager - Transaction Advisory Services, Technology, Media and Telecommunications
RSM US LLP

GWSCPA Committee Involvement:
CFO & Controller Section
Women's Leadership Section 

Jen is an experienced CPA with a combination of financial, M&A, operational, and technological expertise. A results-driven business partner with a focus on creating efficiencies and providing key financial insights. 

In her current role as Financial Due Diligence Manager with RSM US LLP, she advises private equity clients on the validity of the financial performance of potential acquisitions and investments, including due diligence on transactions located in the United States and abroad. 

Prior to her time with RSM, Jen was the controller with Vault Consulting, LLC providing day-to-day leadership of finance and accounting functions including monthly financial reporting, financial analysis, and key metrics reporting. She worked with upper management to implement growth strategies including software implementations and building out a new HR business unit. 

Robert Storz, CPA
VP, Finance and Operations 
Manufacturers Alliance 

GWSCPA Committee Involvement:
Chair, Nonprofit Sympsoium Planning Committee

Robert (Bob) Storz is the VP, Finance and Operations & CFO of the Manufacturers Alliance. In this role, he in responsible for the oversight of finance, information technology, meetings and administration teams. In addition, he built the financial structures that are help the organizations return to profitability. 

Prior to his current role, Bob was the Senior Director of Finance for the American Gastroenterological Association for six years. During his tenue with AGA, he managed the organizations $30 million budget. 

Sarah Tucker, CPA
Senior Manager
Cherry Bekaert 

GWSCPA Committee Involvement:
Chair, Government Contracting Conference Planning Committee

An audit senior manager in the Washington, D.C. practice of Cherry Bekaert, Sarah (Fyffe) Tucker has been with the Firm for 7 years. As a member of the Firm’s Government & Public Sector industry group she focuses on serving clients receiving grants and contracts from the Federal government and its agencies. She provides accounting and assurance services to government contractors and not-for-profit organizations in the Washington, D.C. area and across the United States. 

She works with clients on indirect rate reporting and general adherence to the Federal Acquisition Regulations. Sarah has extensive knowledge of cost allowability and performing indirect rate audits. She has an in-depth understanding of the Uniform Grant Guidance and performs compliance audits for clients that receive federal funding. 

As an audit senior manager, Sarah performs planning procedures to obtain an in-depth understanding of her client’s situation, including the internal control environment. In this role, Sarah works extensively with the partner to develop an overall risk assessment and the respective audit procedures. In addition, Sarah oversees all work performed by the audit team. She drafts and presents the audit deliverables, including the financial statements and required audit communications.

Beyond serving her clients, Sarah serves the Firm as a learning advocate, feedback champion, and recruiter.

FY24 Renewing Board Members

R. Michael Sorrells, CPA
Owner
EO Tax Services LLC
 

Mike recently retired from RSM US where he served as a Tax Senior Director.  Prior to that, he was National Director of Nonprofit Tax Services for BDO USA for more that 15 years.   He has provided tax consulting services to a wide spectrum of tax-exempt organizations including colleges and universities, hospitals, national & international charities, trade associations, & private foundations.  He currently is providing tax compliance and consultation through EO Tax Services LLC. Mike's expertise and experience include:Federal and state compliance for nonprofits, Large, complex multi-entity organizations including related corporations, partnerships and PACs, Analysis, planning and calculation of unrelated business income including income from advertising, debt-financed property and alternative investments, lobbying and political activity, IRS examinations, exemption applications, reinstatements and exempt status issues, State and local tax consultation and compliance.

Mike frequently writes and speaks on a variety of issues affecting tax-exempt organizations.  He has been a regular presenter at nonprofit industry conferences such as the AICPA National Nonprofit Industry Conference, the GWSCPA Nonprofit Symposium, the Higher Education Tax Institute, the Washington Nonprofit Tax Institute, and many state CPA society meetings.  

Professional affiliations and credentials: Certified public accountant, Maryland and Virginia, GWSCPA, past president, nonprofit section member and emeritus board member, AICPA, former national council member

Education: Bachelor of Arts, history/government and politics, University of Maryland.

Laurie De Armond, CPA
Assurance Market Managing Partner
BDO

Laurie is the Greater Washington, D.C. Market Managing Partner for Assurance services. She is also the Executive Director of BDO’s Institute for Nonprofit Excellence. 

Laurie has more than 25 years of experience in public accounting. She is responsible for operations of the local audit practice, which serves clients across several industry segments including Technology, Life Sciences, Real Estate, Government Contractors, Healthcare and Nonprofit organizations. She is responsible for overseeing the growth and people strategies for the office with a particular focus on audit quality.   

Laurie is a regular speaker at internal and external seminars on topics including accounting practices and internal controls, mergers and acquisitions, governance issues, leadership development, and diversity and inclusion.

Laurie was awarded one of the 2013 Women to Watch Awards by the Greater Washington Society of CPAs for her contributions to the profession. She is a member of the firm’s Inclusion - Women National Strategy Team.

Carl Hairston
Area Executive Vice President
First Citizens Bank

Carl L. Hairston is Area Executive Vice President for First Citizens Bank where he is responsible for the local operations in Northern Virginia. Carl has oversight of FCB’s commercial loan and deposit portfolios with a primary focus on business and commercial clients through our branch and corporate office locations. Carl possesses over 31 years of financial services experience, holding various roles over the span of his banking career.

Carl was formally-credit trained in Fleet Bank’s (now Bank of America) Corporate Credit Training Program over 20 years ago. Carl completed his Bachelor’s Degree in Business Administration (Marketing and Human Resource Development) and Master’s of Business Administration degree at Medaille College in Buffalo, New York. In 2014 Carl completed M&T’s Senior Leadership Development Program at the University of Michigan’s Stephen M. Ross School of Business. He is a 2014 recipient of a Washington Business Journal Minority Business Leader Award, 2011 recipient of an Emerging Leader Award from Associated Black Charities, 2008 recipient of the Minority Business Summit’s Men of Influence Award, 2007 recipient of the Baltimore Business Journal’s Forty Under 40 Award, and 2003 recipient of the Rochester Business Journal’s Forty Under 40 Award and an Alum of Leadership Greater Washington’s Class of 2012.

Currently, Carl serves on the Board of the Greater Washington Society of CPAs and on the Finance and Investment Committee of the National Association for the Education of Young Children where he is the immediate past Treasurer and Chair of the Finance and Investment Committee. Carl is also a Past Board Chair of the DC Chamber of Commerce and Culture Capital (f/k/a The Cultural Alliance of Greater Washington). Carl’s other prior board experience includes serving Treasurer and Executive Committee member, Morgan State University Foundation; and board member of the Washington DC Economic Partnership. He is also a member of professional fraternity, Sigma Pi Phi and a Financial Literacy Facilitator for Wilderness Leadership and Learning.

Michael Harris
COO
Gateway Homes, Inc.

Michael Harris currently serves as Chief Operating Officer, at Gateway Homes, Inc. In this executive level role, he is responsible for leading all administrative functions and launching the organization’s Diversity, Equity and Inclusion Group. In prior roles, he has led large finance teams, human resources, operations and IT functions, with responsibility for payroll and benefits administration, performance management, onboarding, training and development.

Jessica McClain, CPA
CFO
Girl Scout Council of the Nation's Capital

Jessica is currently the Chief Financial Officer for the Girl Scout Council of the Nation's Capital. Prior to this role Jessica served as the Controller for Brand USA, the destination marketing organization of the United States. Before transitioning to the not-for-profit industry, Jessica spent 11 years in public accounting performing and overseeing financial and information technology audits. Lastly, Jessica is an adjunct professor with Nichols College teaching as part of the college's Master of Science in Accounting Program.

Jessica is passionate about the accounting profession. She serves on several American Institute of Certified Public Accountants (AICPA) volunteer committees such as the AICPA Foundation Board of Trustees and the AICPA Student Recruitment Committee. Jessica is a Council Member-At-Large with the AICPA and is a former AICPA Women's Initiatives Executive Committee member. Jessica serves on the Boards of the Maryland Association of CPAs Foundation and the Greater Washington Society of CPAs. Lastly, Jessica is a Board Member of the Towson University Accounting Advisory Board.

Jessica gives back to the community as an appointed Board Member of Maryland 529 (formerly the College Savings Plan of Maryland), where she serves on the Audit and Governance Committee. She is also a member of the community service organization Sigma Gamma Rho Sorority, Inc.

Jessica's accomplishments include being named a Maryland Association of CPAs 2021 Women to Watch- Emerging Leader, a Black CPA Centennial's 40 Under 40 Black CPA Award Winner, a Maryland Daily Record 2021 VIP List Honoree, a 2021 AICPA Outstanding Young CPA Award recipient, a 2020 and 2021 CPA Practice Advisor 40 Under 40 Professional, Maryland Daily Record 2020 Leading Women Award winner, Maryland Daily Record 2021 VIP List Honoree, and a Practice Ignition's Top 50 Women in Accounting for 2020. Jessica is also a graduate of the highly competitive AICPA Leadership Academy.

Jessica earned her bachelor's degree in business administration from Towson University and her master's degree in accounting from George Washington University. Jessica is a Certified Public Accountant licensed in Virginia. She is also a Certified Information Systems Auditor, Project Management Professional, Certified Information Technology Professional, and Certified Government Financial Manager.

John Langan, CPA
Managing Partner, Nonprofit
CliftonLarsonAllen, LLP

John P. Langan, CPA is the Managing Partner of Nonprofit at CliftonLarsonAllen, LLP (CLA) a top 10 national accounting and consulting firm. Before joining CLA and its predecessor LarsonAllen, Mr. Langan was the Founder and Managing Partner of Langan Associates, PC an exclusive provider of not-for-profit accounting, tax and consulting services. CLA serves over 6,000 not-for-profit organizations nationwide across eight sub-industries including associations, foundations, social service and higher education organizations. The Nonprofit Group within CLA is the firm's largest industry group with annual fees in excess of $60 million. Mr. Langan established Langan Associates in 1988 after several years with the international accounting firm of Arthur Andersen. He has over 25 years experience serving not-for-profit organizations and has a national reputation as an expert, author and presenter on financial, tax and technology topics facing not-for-profit organizations. He has served as a trusted advisor to major not-for-profit including the American Society of Association Executives and Center for Association Leadership, United Way Worldwide, American Red Cross, Boys & Girls Clubs, and many others.

Kathy O'Connor, CPA
President and Founder
O'Connor Consulting Services

Kathy, President and Founder, created the firm in 1999 after serving as a senior manager in KPMG, LLP’s not-for-profit practice, where she found her passion for supporting not-for-profit organizations while developing her expertise in audit and outsourcing. Kathy’s goal in founding the firm was to create a unique firm focusing on supporting and solving the higher-level issues facing not-for-profits and forming long-term trusted advisor relationships with clients that promote on-going services and collaboration. Since the firm’s inception, Kathy has focused on building an incredibly skilled team that shares her passion for servicing the DC not-for- profit community. Her dedication to the not-for-profit industry spans over 30 years, serving not-for-profit organizations with revenues ranging from $1 million to $1.2 billion. She earned a Bachelor of Science in Accounting from Villanova University and holds an active Certified Public Accountant license in the State of Maryland. Kathy has also served the community by serving on the Board and Audit committees for several not-for-profits, currently including the Greater Washington Society of Certified Public Accountants (GWSCPA) Board of Governors and Audit Committee Chair. In November 2014, Kathy received the AICPA Women to Watch - Experienced Leader Award from the GWSCPA and speaks at various local conferences on not-for-profit issues.

Paul Preziotti, CPA
Partner
Johnson Lambert

Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP.  He is responsible for providing audit, consulting services and engagement management to not-for-profit entities and employee benefit plans. He has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations. Additionally, Paul is responsible for the oversight and coordination of our firm's internal training for the not-for-profit niche.  Paul received his Bachelor of Science in Accounting and Bachelor in International Business degrees from the University of Maryland, and he joined Johnson Lambert after graduating.  He is a frequent speaker on audit and accounting topics at various industry conferences and seminars.  He was also recently appointed to the 2016 AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year.  Furthermore, he is a past chair for the GWSCPA's Nonprofit Finance & Accounting Symposium.  Additionally, Paul serves as a board and audit committee member for Food for Others, as a board and audit committee member for St John's Community Services and on the AICPA's Uniform Accountancy Act Committee.

Derek Thomas, CPA
Partner
KPMG

Mr. Thomas is a partner in KPMG’s audit practice in the Washington, DC office. He has more than 24 years of experience providing financial statement audits in the government and nonprofit sector. He also has experience in providing performance audit and attestation services to federal agencies and state and local governments.  

Professional and Industry Experience:

Mr. Thomas has significant experience managing large audit engagements primarily in the government sector. These audits require multi-location audit strategies, statistical sampling for substantive and control tests, various automated audit techniques, and testing for compliance with certain laws and regulations. Mr. Thomas has extensive experience providing professional audit services to state and local governments in accordance with U.S. GAAS, Government Auditing Standards; and OMB Circular No. A-133, Audits of States, Local Governments, and Non-Profit Organizations. In addition, Mr. Thomas’ federal financial statement audits are performed in accordance with the Office of Management and Budget’s (OMB) current audit requirements for federal financial statements, Government Auditing Standards, Government Accountability Office/President’s Council on Integrity and Efficiency (GAO/PCIE) Financial Audit Manual (FAM), and Federal Information System Controls Audit Manual (FISCAM). Federal financial statements are prepared in accordance with OMB Circular No. A-136, Financial Reporting Requirements (or its predecessors). Mr. Thomas has a thorough understanding of these requirements and government accounting standards.  

BYLAW REVISIONS 

Please review the proposed revisions to the society bylaws, we will be putting the revisions to a vote at our Annual Meeting on Friday, June 16th. 

GWSCPA Proposed Bylaw Revisions

Membership Vote

The proposed slate of Board of Directors and the GWSCPA bylaw revisions will be voted on at our Annual Meeting on Friday, June 16, 2023. If you are unable to attend the meeting, please vote via the link below.