Nonprofit Symposium Planning Committee
Leadership
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Chairperson
Adam ProgerVP-Wealth Management
Raymond James - Bethesda
Members
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Tim Abercrombie
Principal
Abercrombie & Associates - Silver Spring
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Jason Aldridge
Nonprofit Practice Leader
BDO USA, LLP - McLean
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Stanley Berman
Principal
Nonprofit CFO Services - North Potomac
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Joseph Brodecki
Principal/Financial Advisor
Bernstein Investment Research & Mgmt - Washington
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Christine Cardinal
SVP, Commercial Relationship Manager
Atlantic Union Bank - Reston
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Giuseppe DeBartolo
Accounting Manager
Association for Financial Professiona Professionals - Bethesda
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Brittney Gordon
Director of Business Development
The Alliance Group - Vienna
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Lisa Heller
Sr. Director
RSM US LLP - Washington
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David Keen
Chief Financial Officer
AMERICAN PHYSICAL THERAPY ASSOCIATION ASSOCIATION - Alexandria
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Julia Lafferty
Partner
Councilor, Buchanan & Mitchell, P.C. - Bethesda
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Frederick Longwood
Senior Tax Manager
RSM US LLP - Washington
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Daniel Lynch
Client Relation Partner FA
Kforce - Washington
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Kathleen Malloy
SVP and Market Manager, Not-For-Profi
Capital One Bank - McLean
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Carolyn Mollen
Vice President of Finance & Admin
Resources for the Future - Washington
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Brian Morgan
Senior Manager
Grant Thornton LLP - Arlington
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Pamela Nachnani
SVP-Senior Relationship Manager
Bank of America Merrill Lynch - Washington
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Joseph O'Meara
Senior Manager, Audit
BDO USA, LLP - McLean
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Deborah Oberst
Controller
American College of Trust and Estate Counsel - Washington
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Paul Phelan
Senior Vice President
AssuredPartners Montgomery - ROCKVILLE
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paul Preziotti
Partner
Johnson Lambert LLP - Vienna
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Jessica Roper
Director
Vault Consulting, LLC - McLean
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Teresa Salemi
Director of Client Services
Your Part-Time Controller - Washington
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Douglas Taylor
Director of Accounting and Finance
Lachman Consultant Services, Inc. - Bethseda
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Ruolin Yang
Accounting Manager
International Association for Dental Research - Alexandria