Skip to main content

Nonprofit Symposium Planning Committee

Leadership

  • Chairperson

    Adam Proger

    VP-Wealth Management

    Raymond James - Bethesda

Members

  • Tim Abercrombie

    Principal

    Abercrombie & Associates - Silver Spring

  • Jason Aldridge

    Nonprofit Practice Leader

    BDO USA, LLP - McLean

  • Stanley Berman

    Principal

    Nonprofit CFO Services - North Potomac

  • Joseph Brodecki

    Principal/Financial Advisor

    Bernstein Investment Research & Mgmt - Washington

  • Christine Cardinal

    SVP, Commercial Relationship Manager

    Atlantic Union Bank - Reston

  • Giuseppe DeBartolo

    Accounting Manager

    Association for Financial Professiona Professionals - Bethesda

  • Brittney Gordon

    Director of Business Development

    The Alliance Group - Vienna

  • Lisa Heller

    Sr. Director

    RSM US LLP - Washington

  • David Keen

    Chief Financial Officer

    AMERICAN PHYSICAL THERAPY ASSOCIATION ASSOCIATION - Alexandria

  • Julia Lafferty

    Partner

    Councilor, Buchanan & Mitchell, P.C. - Bethesda

  • Frederick Longwood

    Senior Tax Manager

    RSM US LLP - Washington

  • Daniel Lynch

    Client Relation Partner FA

    Kforce - Washington

  • Kathleen Malloy

    SVP and Market Manager, Not-For-Profi

    Capital One Bank - McLean

  • Carolyn Mollen

    Vice President of Finance & Admin

    Resources for the Future - Washington

  • Brian Morgan

    Senior Manager

    Grant Thornton LLP - Arlington

  • Pamela Nachnani

    SVP-Senior Relationship Manager

    Bank of America Merrill Lynch - Washington

  • Joseph O'Meara

    Senior Manager, Audit

    BDO USA, LLP - McLean

  • Deborah Oberst

    Controller

    American College of Trust and Estate Counsel - Washington

  • Paul Phelan

    Senior Vice President

    AssuredPartners Montgomery - ROCKVILLE

  • paul Preziotti

    Partner

    Johnson Lambert LLP - Vienna

  • Jessica Roper

    Director

    Vault Consulting, LLC - McLean

  • Teresa Salemi

    Director of Client Services

    Your Part-Time Controller - Washington

  • Douglas Taylor

    Director of Accounting and Finance

    Lachman Consultant Services, Inc. - Bethseda

  • Ruolin Yang

    Accounting Manager

    International Association for Dental Research - Alexandria