2025 Nonprofit Symposium

Ryan Peasley

Ryan Peasley is a technology and cybersecurity strategist with over 15 years of experience helping associations and nonprofits strengthen their digital defenses. With deep expertise in information security, risk management, and IT governance, Ryan is known for making complex cybersecurity topics accessible and actionable for mission-driven organizations.

He regularly speaks at national conferences on cybersecurity and nonprofit technology. Ryan’s practical, real-world approach empowers organizations to build resilience, align security with strategic goals, and foster a culture of awareness—without losing sight of their mission.

Rosie Henderson

Rosie Henderson is the Associate Vice President of Finance and Administration, Controller, and Interim Treasurer at the Catholic University of America, overseeing accounting, financial reporting, the procure-to-pay cycle, treasury, post-grant administration, financial policies and systems, and tax compliance. As a collaborative, solution-oriented leader, Rosie works across the University to modernize and simplify business processes, improving the user experience. She utilizes her accounting expertise to challenge the current state and reimagine policies that are more financially and operationally advantageous. Before Catholic, Rosie served in various finance leadership roles at Howard University, advising the CFO, President, and senior cabinet. She began her career at PwC, auditing higher education and nonprofit organizations. Beyond her role, she serves as a financial strategist, fundraiser, and board member supporting organizations that mentor and educate youth and advocate for the promotion of women and minority professionals. Rosie is a Howard University graduate and a self-proclaimed foodie and wine enthusiast who spends her time cheering on her two young adult children in their academic and extracurricular endeavors.

Kelly Metz

Kelly Metz is a trusted advisor to tax-exempt organizations of all sizes, with a focus on nonprofits operating internationally and those backed by federal funding, as well as nonprofits that are interested in optimizing the efficiency and effectiveness of their accounting and financial operations. Kelly specializes in helping her clients navigate the complexities of financial management, grant compliance, and system selection. With a calm, steady presence and a practical, solutions-oriented mindset, she meets clients where they are in their business journey, guiding them through change, crisis, and growth. Since joining O’Connor Consulting Services (OCS) in 2015, Kelly has served as interim CFO and Controller for numerous clients, led multiple accounting system implementations, and supported clients through complex financial and grants management challenges. Kelly has redesigned charts of accounts, improved policies and procedures, and conducted in-depth operational reviews that resulted in actionable process improvements. She also developed internal training programs to strengthen grant compliance knowledge across OCS. In June 2025, Aprio announced its acquisition of OCS.

Kelly has over 20 years of experience in both the nonprofit and for-profit sectors, having worked for NGOs focused on international development and nonprofits operating in politically unstable or climate-impacted regions. She has a strong background in federal grant compliance, including Uniform Guidance and Single Audit preparation, and understands the real-world challenges of compliance.

In her practice within Aprio, Kelly regularly supports clients in assessing grant readiness, developing corrective action plans, and enhancing financial management practices by looking holistically at people, processes, and systems. Kelly also guides clients through system selection processes, helping them identify needs, evaluate options, and make informed decisions.

Kelly earned her Bachelor of Science in Accounting from the University of Pittsburgh. She is a member of the Greater Washington Society of CPAs and Butler University’s Family Council. She continues to contribute to the sector through speaking engagements, including the Greater Washington Society of CPAs’ Not-For-Profit Symposium and the AICPA Nonprofit Industry Conference.

Bruce Friedman

Bruce is the Executive Vice President and Chief Financial Officer of United Way Worldwide. He serves as the Assistant Treasurer and oversees the finance, planning, accounting, and fiscal operations at UWW. Bruce has a diverse background in public, private, and non-profit organizations. Before joining UWW in 2021, Bruce served as the CFO at Immaculata University and the University of Pennsylvania Dental School and Business Services Division. He began his career at PWC and subsequently had various financial and operational roles at Verizon, Exelon and Nobel Learning Communities. Bruce is a CPA licensed in Pennsylvania. He holds a Masters Degree from the University of Pennsylvania in Organizational Dynamics and a Masters of Business Administration and a Bachelors in Accounting & Finance from Drexel University. He serves on the board of two nonprofit organizations, Team Telomere which supports advocacy and research for those with biological telomere disorders and Bournelyf Special Camp.

Dan Fox

Dan Fox is a member of the firm’s Employee Benefit Plans Practice. He has more than 20 years of accounting experience and has worked with corporations, general contractors, developers, low-income housing tax credit partnerships, and multi-family residential clients.

Paul Phelan

Since 2003 Paul has been instrumental in developing AssuredPartners Retirement Services Practice throughout the Mid-Atlantic and Nationwide. Paul’s personal practice includes consulting on Corporate Retirement Plans, Deferred Compensation and Executive Bonus Arrangements. Paul has worked closely with clients helping them understand their regulatory duties and making sure they remain compliant with ERISA and their duties as fiduciaries. He and his team work closely with employees as well, helping to ensure their successful retirement through comprehensive Financial Wellness programs that meet employees where they are at. Paul graduated from Bowling Green State University and received his CFP® designation in 2006. He carries FINRA Series 6, 7, 63 & 65 designations as well Life, Health, Property, Casualty and Variable Products licenses in all 50 states. He is the former Board Chair of Girls on the Run of Montgomery County and is active serving his community in his free time. Paul lives with his wife Shannon and their two daughters in Gaithersburg, MD.

David Rosner

David Rosner devotes his practice to a variety of plan design, compliance, and administration issues in matters relating to employee benefits and related areas of tax law. He has particular experience with benefit plan correction programs. David routinely prepares and submits filings to the Internal Revenue Service, the Department of Labor, and the Pension Benefit Guaranty Corporation. He demonstrates great value by drawing on prior experience.

Specifically, David’s practice focuses on tax-qualified retirement plans, including pension, profit-sharing, cash balance, and 401(k) plans, as well as on multiemployer plans and plans sponsored by tax-exempt employers, such as 403(b) tax-sheltered annuity plans and 457(b) eligible deferred compensation plans. He represents a diverse range of clients including colleges, universities, and other school systems.

David’s practice also includes advising employers on employee benefits issues arising in the context of corporate transactions, fiduciary compliance, and tax reporting issues.

David earned his J.D., cum laude, from the Catholic University of America, Columbus School of Law in 2000 and his B.S. in accounting from the University of Maryland in 1992. He is admitted to practice in the District of Columbia and Maryland.

Christopher Persak

With over two decades of experience in the retirement industry—including 21 years at Principal—Chris Persak brings deep expertise and a collaborative approach to helping organizations optimize their retirement programs. As Senior Director of Retirement Solutions, Chris works closely with plan sponsors and financial professionals to ensure individuals are saving enough, protecting enough, and ultimately retiring with confidence.

Chris’s background spans a wide range of plan types, including 401(k), 403(b), 457, defined benefit, employee stock ownership (ESOP), and nonqualified deferred compensation plans. His insights support fiduciary responsibilities, streamline operations, and enhance plan design, investment strategies, and employee engagement. He also provides guidance on integrating technology and navigating evolving legislation and regulations.

Chris holds Series 7 and Series 66 registrations and is a registered representative of Principal Securities. His commitment to building meaningful relationships and understanding client needs has made him a trusted advocate for retirement success.

Outside of work, Chris is a proud father of two middle school daughters and an active member of his community. You’ll often find him coaching youth soccer and basketball or enjoying a round of golf.

Karl Spanbauer

Karl Spanbauer, CPA, brings a wealth of knowledge and hands-on experience to the forefront of accounting innovation, specializing in the nonprofit sector. With a solid foundation of five years in public accounting as a dedicated nonprofit auditor, Karl has developed a keen eye for the unique financial and operational challenges faced by nonprofit organizations. This experience laid the groundwork for his current role as Controller at the Capital Area Food Bank, an organization dedicated to fighting food insecurity in the Washington DC area. Beyond traditional accounting, Karl is a fervent advocate for the transformative power of technology in finance and accounting. He is an expert in process automation, leveraging cutting-edge Robotic Process Automation (RPA), Artificial Intelligence (AI), and other techniques to streamline operations, enhance accuracy, and foster efficiency. Karl’s passion for technological innovation is matched by his commitment to sharing knowledge and empowering others in the field. He has successfully implemented advanced automation solutions in his role as Controller, significantly reducing manual workload and enabling a focus on strategic initiatives. He is also published in the journal of accountancy. As a fun fact, he used ChatGPT to help formulate this biography.

Megan Riley

Megan Riley is a Partner at RSM US LLP. While at RSM, Megan has been instrumental in driving strategic initiatives and fostering client relationships. Megan’s expertise spans across various domains, including project management, client engagement, and data integration. Throughout Megan’s career, she has demonstrated a strong commitment to delivering exceptional service and value to clients. Megan has successfully led numerous projects, collaborating with cross-functional teams to achieve business objectives and enhance operational efficiency. Megan’s ability to apply industry knowledge and critical thinking has consistently resulted in positive outcomes for clients. Megan’s dedication to continuous improvement and innovation was cultivated during her time working in the non-profit industry. Throughout her thirteen years in the non-profit sector, Megan led several technology initiatives, including a major Finance Transformation initiative. This initiative led to improved results, streamlined reporting and stronger collaboration and insights being shared. In addition to her professional achievements, Megan is actively involved in mentoring and coaching team members, helping them develop their skills and advance their careers. Megan’s leadership and collaborative spirit have earned her the respect and admiration of colleagues and clients alike.

William Donahue

Will Donahue has over a decade of experience serving nonprofit clients in the DC Metro region. As a director in Aprio’s nonprofit assurance practice, Will enjoys helping nonprofits find innovative ways to improve their processes, operations, and reporting. He takes pride in building relationships with his clients that are based on frequent communication, technical insight, trust, and stability. Will is a graduate of Temple University, and is a member of the Greater Washington Society of CPAs and the AICPA. He is a member of the AICPA Not-for-Profit Conference Committee, and an Eagle Scout. When he’s not working with exempt organizations, you can often find Will camping in the woods or hiking up a trail in the DMV and beyond!

Jessica McClain

Jessica E. McClain serves as the Chief Financial Officer for the American Staffing Association, where she applies her expertise in financial leadership to drive organizational success. Prior to this, Jessica was the Chief Financial Officer at Girl Scouts Nation’s Capital, where she played a pivotal role in overseeing financial strategy, property management, product program, retail operations, and business operations. Prior to transitioning to the not-for-profit industry, Jessica spent over 11 years in public accounting.

Jessica is passionate about the accounting profession. She serves on the AICPA Joint Trial Board and the board for FAR (formerly known as the Finance and Administration Roundtable). Jessica is a 2024-2025 Obama Foundation U.S.A. Leader.

Jessica’s accomplishments include being named a 2024 Rising Star by the CFO Leadership Council, the 2024 George Wallace National Achievement in Non-Profit Award recipient by NABA, Inc., a 2023 & 2024 CPA Practice Advisor Most Powerful Women in Accounting, a 2023 Non-Profit CFO of the Year- Rising Star, a Maryland Association of CPAs 2021 Women to Watch- Emerging Leader, a Black CPA Centennial’s 40 Under 40 Black CPA Award honoree, a 2021 AICPA Outstanding Young CPA Award recipient, and a 4x CPA Practice Advisor 40 Under 40 Professional.

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.

Janice Stucke

Janice Stucke, CPA is CFO and Foundation Treasurer at CREW Network. She brings over 15 years of experience leading nonprofits through financial transformation, including a major digital overhaul at Achieving the Dream that strengthened forecasting and internal controls during rapid change. With a background in both mission-driven finance and humanitarian work, Janice is known for aligning financial strategy with organizational purpose. She serves on the AICPA’s CFO Planning Committee and co-chairs the CFOLC-Baltimore Advisory Board. Janice holds a Masters of International Affairs & Public Policy from the University of California, San Diego, and a B.A. in International Affairs & Economics, Magna Cum Laude, from The George Washington University.

Leslie Zeid

Leslie Zeid is a Principal at GRF CPAs leading Nonprofit Outsourced Accounting projects. She has attended the GWSCPA Nonprofit Symposium for many years as well as participated with the GWSCPA Nonprofit Accounting Basics Task Force providing thought leadership. Leslie has spoken with Center for Nonprofit Advancement, LumiQ and at various conferences. With a background in theatre and music, public speaking is very much a part of her DNA. Leslie has a Bachelors of Accountancy from Florida International University and an MBA from the Smith School of Business at the University of Maryland.

Todd Teresco

Todd brings more than 28 years of experience with the last 18 years focused on serving nonprofit tax clients. He has served a variety of nonprofit organizations, including colleges and universities, healthcare organizations, social welfare organizations, health insurance companies, trade organizations, private foundations, and taxable subsidiaries of nonprofit organizations. In addition to providing federal and state tax compliance services to his clients, Todd also provides consulting services in issues facing nonprofit organizations. Prior to focusing on nonprofit clients, he provided tax services to corporations, partnerships, and high-net-worth individuals. Todd recently presented at NACUBO’s national tax conference.

Sandra Feinsmith

With more than 25 years of tax experience, Sandra serves a broad group of for-profit and nonprofit clients, providing both tax compliance and consulting services. Her depth of knowledge focuses on universities, taxable subsidiaries of nonprofit organizations, healthcare organizations (both for-profit and nonprofit), private schools, private foundations, health and welfare organizations, and business leagues. Sandra is a member of BDO’s National Healthcare practice and Nonprofit Tax Consulting group, and has been published in BDO’s newsletter, Nonprofit Standard. She has spoken on and published articles regarding healthcare and nonprofit tax issues to both internal and external audiences.

Frederick Longwood

Fred Longwood is a seasoned tax accountant and business advisor with over 27 years of experience. His experience includes working with various tax-exempt organizations, including trade associations, research and educational organizations, public charities, civic leagues, and private foundations. Mr. Longwood is a co-author of Guide to the Newest IRS Form 990: Interpreting and Complying with the New Tax Reporting Requirements for Transparency and Accountability. Mr. Longwood’s volunteering and charitable activities include serving on the Non-Profit Symposium Planning Committee of the Greater Washington Society of CPAs and participating on the Westwood Cares Committee of the Westwood Country Club in Vienna, VA.

Tamara Vineyard

Tamara is the regional nonprofit, education, and public sector industry lead partner for the Mid-Atlantic region and the assurance lead partner for the Metro D.C. market. Tamara has more than 23 years of experience in public practice and the private sector. Much of her experience is focused on audit for nonprofit organizations, specifically 501(c)(3) organizations, professional membership associations, private foundations, private operating foundations, social welfare organizations, labor unions, and audits of employee benefit plans. She also has considerable experience in providing assurance services for a variety of small to midsize businesses including, but not limited to, government contractors, technology companies, construction contractors, municipalities, and quasi-governmental organizations. Tamara has significant experience with compliance work in accordance with 2 CFR 200 (formerly OMB Circular A-133). She assists for-profit and nonprofit clients with financial statement audits for various federal agencies and provides consulting services in areas such as cost allowability and allocability, indirect rate cost analysis, purchase accounting, and developing internal control and financial reporting best practices. She is actively involved with the Greater Washington Society of CPAs, Virginia Society of Certified Public Accountants, American Institute of CPAs, and the IRS TEGE Exempt Organizations Council. She regularly speaks on a variety of topics such as the lease accounting standard, unrelated business income, indirect costs, lobbying, excess compensation, and intermediate sanctions. Tamara is a graduate of Old Dominion University, Norfolk, Virginia, with a B.S. degree in economics.

Neely Duncan

Neely is a member of Forvis Mazars’ Nonprofit Practice and Center of Excellence. She has more than 25 years of audit and advisory experience in public accounting. Her expertise includes financial statement audits, Single Audits, grants management, assessments and compliance, outsourced accounting functions, standards implementation, internal audit procedures, strategic planning, and tax-exempt matters for a wide range of nonprofit entities. Neely also performs forensic work related to various cases for technical matters for nonprofits. In addition to handling the accounting, consulting, and audit needs of her clients, she advises clients on operational efficiencies, internal controls, and governance issues and routinely shares best practices with clients gained from working with a variety of organizations. She is a highly sought national speaker on technical matters in the accounting community. Neely also served in the United States Navy for four years. Neely is a member of the American Institute of CPAs; TXCPA, where she served as a board member; TXCPA - Dallas, where she served as a board member; and Association of Certified Fraud Examiners, Inc. She holds the Certified Fraud Examiner (CFE) designation. She has been involved with many other professional associations, including Social Venture Partners Dallas, Arthritis Foundation, Dallas Heroes Project, and Great Girls Network. Neely is a 2000 magna cum laude graduate of Old Dominion University, Norfolk, Virginia, with a B.S. degree in accounting.

Mark Murphy

Mark P. Murphy is Raffa Investment Adviser’s Chief Investment Officer. Mark supports all areas of the firm’s analytical and due diligence processes and leads and develops the firms overall investment strategy. Mark has been with Raffa Investment Advisers since 2010.

Mark has lectured on issues impacting nonprofit & association investing for the following organizations: the Greater Washington Society of CPAs, the American Society of Association Executives (ASAE), BoardSource, Association TRENDS, and the Finance and Administration Roundtable (FAR). Mark graduated from the University of Richmond, cum laude with a Bachelor of Science degree in Business Administration with concentrations in Accounting and Finance.

A Chartered Financial Analyst charterholder, Mark earned the right to use the CFA designation after meeting the CFA Institute’s educational and professional requirements. The CFA designation is globally recognized and attests to a charterholder’s success in a rigorous and comprehensive study program in the field of investment management and research analysis. Mark is a member of the CFA Society of Washington D.C. and the Greater Washington Society of CPAs Nonprofit Section. He is an investment adviser representative of Raffa.

Dennis Gogarty

Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Investment Advisers in 2005. He focuses on promoting the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers.

Jason Sturdevant

As a Senior Manager for the Accounting Advisory practice at Chery Bekaert, Jason brings over eight years of professional experience, with a focus on not-for-profit entities, to his role. His expertise spans a diverse range of organizations, including arts and cultural institutions, colleges and universities, social service entities, and other charitable organizations. He has led customized trainings to clients, workshops for practitioners, and formal presentations on not-for-profit accounting. Jason advises clients on a variety of technical accounting matters, with topics ranging from revenue recognition, accounting for investments, split-interest agreements, to recording and tracking net assets with donor restrictions. Additionally, he assists not-for-profit entities and higher education institutions in enhancing or developing finance and accounting processes, procedures, and tools. Jason has previously worked as an auditor, concentrating on not-for-profit organizations, particularly universities and colleges. Before becoming an accountant, Jason worked in higher education as a lecturer to undergraduates at a public university.

Blakeley Richard

Blakeley: Blakeley is a Manager within Cherry Bekaert’s government and public sector CFO Advisory group. She has spent the past five years specializing in providing audit and advisory services in North Carolina with a non-profit focus. As a member of Cherry Bekaert’s Government and Public Sector Industry Group and with her years of experience, Blakeley has provided audit, assurance and advisory services to private K-12 schools, private and public colleges, health organizations, and religious and other charitable organizations.

Stephanie Isham

Stephanie Isham, CPA, brings over 12 years of accounting experience, including over a decade as an auditor with both large and mid-sized public accounting firms. She has spent the past 12+ years specializing in nonprofit finance, with a focus on higher education, and since June 2025 serves as the Associate Vice President of Finance at Catawba College in Salisbury, NC.

Jim Blackwell

As an accomplished Managing Director at BDO Digital, Jim brings over 25 years of experience in IT solution architecture, design, and delivery, with a keen focus on enterprise and mid-market businesses. He is highly skilled in Data Analytics, Automation, and Artificial Intelligence, where he leads engagements supported by a dynamic team of IT professionals. His passion for simplifying the complex has enabled Jim to assist business leaders in developing successful long-term digital transformation strategies. With hands-on experience leading infrastructure, cloud, Business Intelligence (BI), and managed services delivery teams, Jim has created significant value across markets in the US and globally. His deep understanding of how to leverage technology has consistently driven business growth and kept his clients ahead of the competition.

Deborah Moore

Deborah Moore was appointed Chief Financial Officer and Treasurer in January 2019. In her role as CFO, she oversees all LSC’s functions related to financial management, accounting, treasury, facilities and administrative services.

Prior to joining LSC, Moore spent four years consulting in the nonprofit sector, working with organizations of all types and budget sizes. She provided guidance on strategic planning, financial reporting, nonprofit accounting and operations, and system implementations. Before that, she spent 18 years as Chief Financial Officer at the Recording Industry Association of America, guiding the association through a period of unprecedented change, including industry-wide growth and contraction. She began her nonprofit career at International City/County Management Association holding senior finance roles during her 5-year tenure.

Moore began her career in public accounting serving nonprofit organizations. She earned a Bachelor of Business Administration in accounting from James Madison University. In her 25 years in nonprofit financial management, she has gained broad experience in finance, operations and administration management to maximize mission impact and support executive teams and nonprofit boards.

Trish Johnson

Trish Johnson is a senior financial leader with more than 20 years of experience in strategic planning, project management, and team development. She joined OCS in 2022 after serving as a consultant and interim CFO to not-for-profit organizations in the DC area from 2020 - 2022. Prior to that time, Trish served in the roles of CFO and Executive Vice President at National Association of Broadcasters (NAB) between 2017 – 2020 and various nonprofit accounting roles between 2010 – 2017, including Controller at WETA, a PBS member television station and Senior Director, Assistant Controller at Public Broadcasting Service (PBS). Trish has significant experience with financial system implementations, managing audit engagements, financial reporting, 990 tax filings, budgeting and forecasting, internal controls analysis, and process improvement. Trish earned a Master of Science in Accounting and a Graduate Certificate in Forensic Accounting from George Mason University and a Master of Education from the University of Mary Washington. She is a certified public accountant licensed in Virginia. Trish has been an adjunct professor at George Mason University since 2017, teaching budget and finance in the Master of Arts Management program and previously served as an adjunct professor at Northern Virginia Community College, from 2020 – 2022, teaching accounting.

Thomas Manley

Mr. Manley has been with GRF CPAs & Advisors since 2011. He coordinates and oversees 40 to 50 audit engagements annually for a wide variety of the firm’s clients, including associations, charitable organizations, employee benefit plans and government contractors. Mr. Manley devotes a substantial amount of his time to the firm’s International NGO auditing practice, and travels frequently on behalf of the firm’s INGO clients, particularly to Africa and the Middle East region, to review field office operations and internal controls. Mr. Manley has extensive experience with the auditing and compliance aspects of U.S. Government grants, including Title 2 U.S. Code of Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), and works closely with client management to identify ways to strengthen policies and procedures around grant administration. Mr. Manley is responsible for managing all aspects of annual audit engagements and ensuring that the services are delivered in a thorough, professional and efficient manner, and for presenting engagement results and recommendations to client management and governance.

Lindsay Dean

Ms. Dean has worked in auditing and accounting since 2004. She plans and coordinates the audit fieldwork for approximately 50 audit engagements on an annual basis. Ms. Dean works extensively with nonprofit organizations, specifically charitable organizations. She also works with numerous international clients, performs field audits, and travels throughout Africa and Europe. While traveling on behalf of the firm’s international clients, Ms. Dean performs a variety of audit work and agreed-upon procedures to ensure the clients’ internal controls are appropriate and compliant with donor requirements over the management of their funds. Ms. Dean’s responsibilities include managing annual audit engagements that require compliance with Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). Ms. Dean is recognized as one of the firm’s experts on the requirements specific to nonprofit organizations with respect to compliance with US government audit standards. Internally, Ms. Dean is a founding member of Women on the Move, GRF’s women’s leadership initiative formalized in 2019. She is also the winner of the Virginia Society of CPAs’ 2022 Women to Watch in the Experienced Leader category.

Jeffrey Tenenbaum

Jeff Tenenbaum is widely regarded as one of the nation’s leading nonprofit attorneys, and is also an accomplished author, lecturer, commentator, and expert witness on nonprofit legal matters. As Managing Partner of the nationally recognized, Washington, DC-based Tenenbaum Law Group – a six-attorney boutique law firm focused exclusively on the legal needs of nonprofits – Jeff counsels his clients on the broad array of legal and sensitive business and governance issues affecting nonprofits.

Among numerous other honors and awards, Jeff is the recipient of Association TRENDS & CEO Update’s 2025 Association Industry Partner of the Year Award, was the 2006 recipient of the American Bar Association’s Outstanding Nonprofit Lawyer of the Year Award, has been one of only a handful of Leading Lawyers in the prestigious U.S. Legal 500 Not-for-Profit rankings over the years, and is one of only five lawyers in the U.S. Legal 500’s Not-for-Profit Hall of Fame. Every year for well over a decade, Jeff has been listed in the nonprofit categories of Best Lawyers and Super Lawyers.

Jeff is the author of the ASAE-published book, Association Tax Compliance Guide, which is only slightly more popular than his second – and much more interesting – book, Quarantine Cocktails. He currently serves as Chair of the American Bar Association’s Trade and Professional Associations Subcommittee and on several ASAE committees.

William Donahue

Will Donahue has over a decade of experience serving nonprofit clients in the DC Metro region. As a director in Aprio’s nonprofit assurance practice, Will enjoys helping nonprofits find innovative ways to improve their processes, operations, and reporting. He takes pride in building relationships with his clients that are based on frequent communication, technical insight, trust, and stability. Will is a graduate of Temple University, and is a member of the Greater Washington Society of CPAs and the AICPA. He is a member of the AICPA Not-for-Profit Conference Committee, and an Eagle Scout. When he’s not working with exempt organizations, you can often find Will camping in the woods or hiking up a trail in the DMV and beyond!

Karl Spanbauer

Karl Spanbauer, CPA, brings a wealth of knowledge and hands-on experience to the forefront of accounting innovation, specializing in the nonprofit sector. With a solid foundation of five years in public accounting as a dedicated nonprofit auditor, Karl has developed a keen eye for the unique financial and operational challenges faced by nonprofit organizations. This experience laid the groundwork for his current role as Controller at the Capital Area Food Bank, an organization dedicated to fighting food insecurity in the Washington DC area. Beyond traditional accounting, Karl is a fervent advocate for the transformative power of technology in finance and accounting. He is an expert in process automation, leveraging cutting-edge Robotic Process Automation (RPA), Artificial Intelligence (AI), and other techniques to streamline operations, enhance accuracy, and foster efficiency. Karl’s passion for technological innovation is matched by his commitment to sharing knowledge and empowering others in the field. He has successfully implemented advanced automation solutions in his role as Controller, significantly reducing manual workload and enabling a focus on strategic initiatives. He is also published in the journal of accountancy. As a fun fact, he used ChatGPT to help formulate this biography.

Anne Balduzzi

Anne Balduzzi is a renowned expert in Artificial Intelligence (AI). Recognized as one of the region’s Top Women in Tech, Anne is a respected speaker and author on AI and technology trends. At Hartman, Anne helps clients optimize operational efficiency, spark innovation, and establish security to mitigate risks.?? Before joining the Hartman team, Anne was the Managing Director of Entrepreneur and Ecosystem Empowerment for TEDCO. In this role, she mentored and invested in rural and underserved technology entrepreneurs while also fostering ecosystem development. Anne’s career in technology began as an early pioneer of the Internet, during which she held product development and marketing management roles at Apple, AOL (during its start-up phase), and Viewtron, North America’s first consumer online service. After her time in Silicon Valley, where she launched Apple’s first online service, Anne returned to the East Coast to found Accelerate Partners, mentoring, and advising a wide range of early-stage and established technology companies. Anne holds a patent in data match analysis and is the founder of SameGrain, an award-winning AI-enabled community engagement platform.

A. Michael Gellman

A. Michael Gellman, CPA, CGMA, is an independent Fiscal and Financial Strategist for Nonprofit Organizations and a co-founding principal partner for Fiscal Strategies 4 Nonprofits, LLC and co-founder for Sustainability Education 4 Nonprofits an open access source of fiscal, financial, legal and governance information for nonprofit organizations. Mr. Gellman’s primary focus is helping legacy nonprofit organizations and new organizations build and achieve a sustainable and financially healthy future. Mr. Gellman was a former 20-year Shareholder for Rubino & Company, Chartered, CPA’s and Consultants. Mr. Gellman has more than 35 years’ experience in nonprofit fiscal, financial and accounting systems working as a chief financial, fiscal and management consultant where he has focused on specialized management and advisory services for trade and professional associations, public charities and NGOs (nongovernmental organizations). Mr. Gellman has also developed comprehensive budget and projection-based reporting systems in support of senior management and organizational leadership.

Mr. Gellman has been designing strategies and teaching budget and projection-based systems and fiscal and financial management systems for over 30 years. He has conducted numerous seminars and has written articles on budgeting, operating reserves and cash management guidelines, financial management, fiscal sustainability, leading economic indicators for nonprofits, and the impact on governance and transparency and accountability. Organizations and Institutions Mr. Gellman has spoken before including American Institute of Certified Public Accountants (AICPA), Greater Washington Society of CPA’s (GWSCPA’s), Institute of Management Accountants (IMA), American Society of Association Executives (ASAE), Center for Nonprofit Advancement (CNA) and numerous nationally recognized nonprofit organizations. Mr. Gellman teaches at Georgetown University McCourt School of Public Policy, Center for Public and Nonprofit Leadership and the McDonough School of Business and he teaches courses and has made presentations for DC Pro Bono Bar, Mayor’s Office District of Columbia, U.S. Chamber of Commerce Institute for Organization Management (IOM), Various United Way Agencies, Volunteers of America, National Urban League, Nonprofit Legal, Finance and Grants Conference, United States Conference on Aids, various state CPA societies and many other nonprofit organizations.

Mr. Gellman has served as Chair of Greater Washington Society of CPA’s Not-For-Profit Committee and Chair of the Annual Not-For-Profit Organizations Symposium and is a Past President of the Greater Washington Society of CPA’s. He has also served on the Finance & Administration Section Council of the American Society of Association Executives and is serving on various nonprofit boards including B’nai B’rith International as the current Treasurer and the Greater Washington Society of CPA’s as President Emeritus.

Paul Preziotti

Paul Preziotti, CPA, is a Partner for the multi-office CPA firm, Johnson Lambert LLP. He is responsible for providing audit and consulting services 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. 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 is an alumnus of the AICPA Leadership Academy, an honor for which less than 40 people are recognized nationally each year. He received the GWSCPA’s 2018 Outstanding Member in Public Practice Award for his contributions to the growth and enhancement of the accounting profession. Furthermore, he is a current member of the AICPA’s Not-for-Profit Advisory Council and a past chair for the GWSCPA’s Nonprofit Finance & Accounting Symposium. Additionally, Paul serves as the Treasurer for St. John’s Community Services, a board member for the GWSCPA, a Finance Committee member for United Way of San Diego County and a member of the governance structure for the Radiation Effects Research Foundation Foundation.

Stephanie Zientak

Stephanie is a senior manager in the assurance practice and has 12 years of public accounting and auditing experience. She is dedicated to the public sector industry and specializes in audit and assurance services to organizations in the nonprofit industry, including Uniform Guidance, Subpart F compliance audits.

Stephanie’s experience includes working with private schools, religious organizations, international non governmental organizations, private foundations, health and human service organizations, and higher education universities and colleges. Her experience includes the performance and supervision of compliance audits in accordance with Government Auditing Standards and the OMB Circulars. She is involved in all phases of audit engagements, including reviews of the audit file, preparation of audited financial statements, and educating clients on new accounting standards.

Jill Reyes

Jill leads RSM’s risk consulting grants management practice and provides consulting, financial and compliance audit services to a variety of public sector entities. Her hands-on experience working with senior management, boards of directors, audit committee members, elected officials of state and local government and other auditors has given her the skills necessary to consult, assess and implement practical business solutions in an ever-changing environment. She has been in public accounting since 2001. Jill is dedicated to the public sector industry, focusing primarily on cities, counties, school districts, health care organizations and nonprofit organizations.

Jill’s clients benefit from industry-specific experience and technical acumen in specialized areas. She delivers advice and consultation regarding the adequacy and operating effectiveness of the control environment and specific internal controls, business process improvement, compliance issues and financial reporting matters. Jill also performs external audit services and works with her client and team members to ensure reports issued are incompliance with generally accepted accounting principles and professional standards.

Jill is also a frequent speaker at national, regional and local events on a variety of topics, including fraud awareness, data analytics related to fraud and hot topics in internal audit and federal grant compliance.

David Doher

As the founder of Clean Sheet Consulting, David has worked with organizations ranging from grassroots nonprofits with under $1 million in assets to complex institutions managing over $1 billion in assets. David’s leadership spans a wide range of sectors including universities, food service and business supply companies, research institutions, religious and educational organizations, community clubs, and industry centered nonprofits. Known for his collaborative approach, David thrives in complex situations, working alongside stakeholders to develop practical, innovative solutions. Whether guiding a new organization through its first audit or helping a seasoned institution optimize its reporting systems, David is a trusted partner that allows a nonprofit to stop worrying about the backend accounting systems and instead focus on its core mission.

Brittney Gordon

Brittney Gordon, CPA is the Director of Business Development at The Alliance Group and has led the firm’s non-profit practice for the last 8 years, in addition to serving clients in the Fortune 500, private companies, and multinational firms. In her role, Brittney provides Executives with access to a range of talent solutions including consulting, advisory, executive search, and interim staffing. Brittney is also on the Board of the Greater Washington Society of CPAs (GWSCPA), is a CPA herself, and began her career in public accounting at EY where she developed a passion for client service and strategizing around business challenges. She is a graduate of the College of William & Mary and a proud Tribe alumna. Brittney has been described by her clients as passionate about her work, generous in making connections within her professional network, creative in her approach to problem-solving, thorough in her technical knowledge, and compassionate, engaging, and professional in her demeanor. As one client shared, “This kind of passion for one’s work is a rare find which helps clients feel at ease knowing they are in capable hands.” Under Brittney’s leadership, Alliance’s nonprofit practice has grown by 10x over the past 8 years.

Allison Law

With 15 years of specialized experience in executive recruitment, Allison is a seasoned Director in the accounting and finance recruitment space. Leading the nonprofit practice for the Washington DC metropolitan region, Allison has built a reputation for providing exceptional talent solutions to some of the most impactful organizations in the area. Throughout her career, Allison has developed deep expertise in sourcing, evaluating, and placing top-tier financial professionals, from CFOs to accountants, ensuring that nonprofit clients have the right talent to drive their missions forward. Known for a consultative approach, Allison thrives in understanding both the financial needs of organizations and the unique challenges within the nonprofit space. Leveraging a vast network and a deep understanding of the nonprofit sector’s nuances, Allison has successfully matched leaders with organizations where they can have an immediate and lasting impact.

Raymond Ly

Ray is the DC Metro Practice Leader of KPMG’s Development and Exempt Organizations Tax Practice. He provides advisory, consulting, and compliance services on complex tax matters to clients in the higher education, humanitarian, healthcare, private foundation, pension trusts, and other not-for-profit sectors. He has more than 20 years of experience in the not-for-profit sector.

David Stark

Dave Stark is a Tax Partner at KPMG LLP with over 20 years of experience advising tax-exempt organizations, including universities, healthcare systems, and private foundations. He specializes in navigating complex tax regulations, structuring tax-efficient strategies, and interpreting legislative developments.

James Kanuch

Jim has provided audit, consulting and tax services to nonprofit organizations for the past 30 years. During his 35 years career, he has held a Director position for a national accounting firm and worked for a Big Four firm.

He continually demonstrates a unique understanding of the needs and aspirations of nonprofit organizations in every interaction and solution he brings to the nonprofit marketplace. Jim’s primary focus is membership organizations and charitable organizations. Jim currently services over 50 organizations.

Jim is actively involved in the nonprofit community and has delivered presentations on emerging technical issues for internal continuing professional education programs and written articles on emerging issues affecting nonprofit organizations. He has extensive experience in audits of trade associations and public charities; including accounting for restricted contributions, endowments, alternative investments and consolidations.

Jason Pride

Jason Pride, CFA, is Glenmede’s Chief of Investment Strategy & Research. He is responsible for formulating investment policy and strategy and serves as a leading member of the Investment Policy Committee, which provides oversight of investing for all Glenmede Trust Company N.A. client relationships and investment strategies. He has led efforts to develop and enhance Glenmede’s proprietary economic, valuation, and portfolio optimization tools. Mr. Pride is also responsible for investment strategy communications, including Investment Strategy Brief and Economic and Market Outlook presentations. Prior to joining Glenmede, Mr. Pride was Director of Research at The Haverford Trust Company and a leading member of the Investment Committee overseeing more than $5 billion in assets. In this role, he managed quantitative and fundamental investment research efforts and was instrumental in the development, incubation, and launch of several new investment products used to expand the firm’s client offering. Mr. Pride serves as the Vice Chair on the Board of Longwood Gardens, where he is also co-chair of the Investment Committee and Audit Committee. He is also a member of the Philadelphia Council for Business Economics, the National Association for Business Economics and the Global Interdependence Center.

Michael Reynolds

Michael T. Reynolds, CFA, is a Vice President on Glenmede’s Investment Strategy team. He is the senior research analyst responsible for macroeconomic and market research in support of Glenmede’s investment strategies, policies and portfolio construction methodologies applied to Private Wealth client portfolios.

Mr. Reynolds is a regular contributor on local, regional and national media, including CNBC, Bloomberg, The Wall Street Journal, Reuters, Forbes, Yahoo! Finance and CNN. He authored a peer reviewed research article titled “Don’t Let Inflation Spike Your Financial Plan: A Goals Based Analysis of Purchasing Power Erosion” published in the Journal of Wealth Management. The paper explores the many factors that influence the impact inflation can have on an investment plan’s probability of success.

Andy Potasek

Andrew Potasek utilizes his 17+ years of consulting experience to provide digital, process and design expertise to organizations around the world. As a partner leading digital strategy for Wipfli’s Government and Nonprofit focus, his experience and focus within associations allow him to bring thought leadership and expertise to complex technology initiatives. His diverse project experience focuses on database strategy, member management, events and communication, fundraising, volunteer management, analytics, and security. Andy is highly respected for his motivation, flexibility, and technical knowledge.

Jeffrey Pargament

Jeffrey J. Pargament received his Bachelor of Science Degree from Cornell University=s School of Industrial and Labor Relations. Upon graduation from Cornell, he commenced employment with the National Labor Relations Board as a Field Examiner in Washington, D.C., where, for five years, he investigated and resolved unfair labor practice charges, served as a hearing officer, and conducted union elections. Mr. Pargament graduated from the George Washington University National Law Center. He has practiced labor and employment law since 1985. He commenced his legal career with Akin, Gump, Strauss, Hauer and Feld and is currently is a partner with Pargament & Hallowell, PLLC. Mr. Pargament has represented national and local clients on matters covering the spectrum of labor and employment law, including employment discrimination issues, wage and hour claims, union management relations, employee handbooks and policy manuals, harassment issues, workers= compensation, drug and alcohol testing, unemployment insurance, and affirmative action plans. Mr. Pargament also conducts training programs, internal investigations, and employment law audits to ensure compliance with corporate policies and applicable laws. Mr. Pargament has performed legal services for a cross section of clients including, but not limited to, accounting firms, hospitals, nursing centers, financial institutions, security companies, trade associations, government contractors, casinos, hotels, retail establishments, traveling entertainment shows, real estate companies, temporary staffing agencies, construction companies, and transportation firms. Mr. Pargament frequently lectures to employers, business groups and clients on a variety of labor and employment law subjects. He also served as an adjunct professor for Cornell University=s School of Industrial and Labor Relations. Mr. Pargament is admitted to the bar in Maryland and the District of Columbia, as well as numerous state and federal courts. Mr. Pargament serves on the Board of Governors of the Charles E. Smith Life Communities, and is Co-Chair of its 2025 Guardian Campaign Committee. He has also served on the Board of Directors for Adventist HealthCare, Inc. He has been named a Super Lawyer for several years. He previously served as Board Chair for the Maryland Hospital Association.

Rob Dickinson

Robert Dickinson is the Assistant Vice President of Finance at NCARB. Since joining NCARB in 2008, Rob has led the accounting department. He holds responsibility for financial statement preparation, budgeting, audit coordination, and tax filing, which bring transparency to the financial operations of the Council.

Rob brings over 35 years of accounting experience to NCARB. He earned a Bachelor of Business Administration in accounting from Loyola University Maryland and holds a CPA license in Maryland.

Christian Spencer

Christian Spencer, CPA, Partner, Audit & Assurance, boasts over 29 years of public accounting experience, including 25 years working exclusively with nonprofit organizations. His extensive background includes planning and managing audits for a wide range of nonprofit organizations comprised primarily of professional and trade associations, charitable organizations, and educational institutions including several private schools in the Washington D.C. area. Throughout his career, Mr. Spencer has specialized in nonprofit auditing, equipping him to offer expert guidance to organizations with for-profit subsidiaries and political action committees. In addition, he brings a wealth of experience working with nonprofit organizations that manage alternative investments and receive federal grants. Mr. Spencer has worked with clients around the world conducting onsite internal control reviews at foreign field offices in Greece, the United Kingdom, Romania, Belgium, Serbia, and Germany. In addition, he has conducted internal control reviews at large trade shows and assisted in developing prudent reserve policies for many international nonprofit organizations. In a previous role, he led the process of developing an international nonprofit auditing practice that included the use of overseas resources. Beyond his professional commitments, Mr. Spencer is an esteemed expert in nonprofit finance and accounting, dedicating his time to volunteer on the audit and finance committees of large 501(c)(3) nonprofit organizations based in Washington, D.C., including SOME (So Others May Eat) and the National Children’s Center. As a former member of the Finance and Business Operations Section, he remains an active participant in ASAE. Additionally, Mr. Spencer contributes to the industry by authoring articles for prominent trade publications and providing instruction on various accounting, auditing, and general business topics.

David Scaffido

David is an Information Technology Principal specializing in information technology audits and security assessments. He has more than eighteen years of experience overseeing IT control reviews supporting financial statement audits and performing security assessments and compliance audits of public sector and governmental organizations. David has conducted an array of security, risk, vulnerability, and penetration testing assessments for government and commercial entities. David operates as the key security point of contact for large governmental audits and assessments. David has significant experience conducting evaluations of general and application controls to support the financial statement audits. He also has significant experience with Federal Information Security Management Act (FISMA) security control assessments based on National Institute of Standards and Technology (NIST) Special Publication 800-53.

Julien Decosimo

Julien has provided seamlessly integrated professional services to the nonprofit industry for more than 17 years. Julien is a strategic resource to the clients he serves by resolving complex accounting and tax matters and providing general business and compliance advice. Julien will oversee all engagement responsibilities for the work, including reviewing the work plan, coordinating activities with the engagement director, and directing all meetings with the client. Julien will be readily accessible to the client throughout the engagement when requested and as needed, and will participate in meetings as appropriate.

Robby Vanrijkel

Robby Vanrijkel services clients in the nonprofit business with areas of specialty in contracts and grants management, compliance and financial management. He has provided consultations to management teams on a comprehensive range of operational areas including advising on regulatory interpretations and compliance, streamlining existing financial and operational processes and ensuring adequate internal controls and effectively managing country offices. Specific issues where Robby has assisted organizations are in matters related to cost reasonableness, cost accounting, procurement, sub-recipient monitoring and management, budgeting, reviewing field financials for compliance and risk, grantee project audits and auditing grantee fraud. Prior to consulting, Robby has held leadership positions in international non-governmental institutions in charge of budgeting and financial reporting departments while also ensuring capacity building initiatives that meet the needs of international finance and compliance specialists. He has 15 years in nonprofit experience. He has worked on several USAID, DFID, UNICEF, and private foundation projects implemented in South Africa, Zambia, Kenya, Uganda, Malawi, Mozambique, South Africa, Botswana, Namibia, Ivory Coast, Vietnam, Ukraine, Afghanistan, and Haiti. Robby has trained staff on policy and procedures, ethics and other operations specialties with a focus on the nonprofit sector. His experience is building relevant financial management and grants and compliance skills in a manner that is innovative and practical Robby has worked in non-profit organizations in diverse sectors – faith based, health, education, and organizational capacity building. His vast industry knowledge ensures that solutions are grounded in practical, operational experience that support the strategic goals and missions of organizations

Joanna Friedman

Joanna is a Principal in the nonprofit group of CLA. She has over 22 years of experience auditing nonprofit organizations including social welfare organizations, associations, and independent schools. Her prior experience in public accounting includes working for an international accounting firm and a local Washington DC based firm.

Joanna is a Certified Public Accountant in Maryland and Virginia.

Robert Williams

Robert is a nonprofit tax principal with more than 15 years of experience serving tax-exempt organizations including health care organizations, colleges and universities, membership organizations, private foundations, and various other nonprofit organizations. He manages all tax compliance aspects and is well-versed in reporting issues faced by exempt organizations including Form 990 compliance, unrelated business income reporting, and alternative investments. Robert has extensive experience on tax consulting projects for organizations with a variety of issues that affect daily operations and exempt activities. He communicates closely and effectively with clients and places an emphasis on providing a high level of client satisfaction and benefit from tax services. He continually strives to keep clients informed about key issues facing tax-exempt organizations.

George Burnette

With over a decade of experience in the legal, financial services, and nonprofit industries, George brings knowledge, professionalism and understanding of the legal and financial landscape to his relationships. He is well known as a trusted, knowledgeable and innovative advisor, helping his clients do more with their assets and resources as they work to shape their future.

Here to help develop customized philanthropic strategies for both individuals and organizations, George is knowledgeable in charitable giving strategies, nonprofit law, as well as, estate, business and tax planning. Drawing on the experience of our skilled team of financial professionals, First Citizens partners with you to manage your assets in order to help meet your financial goals and keep an eye on financial trends and new products and services.

A North Carolina native, George is a graduate of Campbell University’s Norman Adrian School of Law and the University of North Carolina at Chapel Hill, where he was awarded a degree in History, as well as, a degree in Peace, War and Defense. George is a licensed attorney and a member of the North Carolina Bar. George lives in Raleigh with his wife, Catie, daughter Lillian, and his dog, Lola. When not working George enjoys spending time with hid family, traveling, and playing and watching most competitive sports.

Amanda Centers

Amanda Centers has over 15 years of association management experience centered on fundraising, grant making, crisis relief, and professional development services for servicemembers and veterans, along with their families and survivors.

Centers currently oversees both of MOAA’s 501 (c)(3) charities, the MOAA Scholarship Fund and The MOAA Foundation. These charities combined provide over $12 million in support and services annually.

Laura Kalick

Laura Kalick is the founder of Kalick Law LLC. She has over 40 years of experience providing advice to nonprofit clients through her work in government and private practice. She has worked at the IRS National Office, the US Senate, as Tax Legislative Counsel to a senator on the Finance Committee, was the National Nonprofit and Healthcare Tax Consulting Director of BDO and Coopers & Lybrand (PwC) and practiced law with the firm of Arent Fox. Laura advises new and existing charities, private foundations, trade associations, hospitals and universities on tax, governance, transactions and structuring issues.

Lisa Heller

Lisa Heller has over 25 years of experience working with tax-exempt organizations. Over the course of her career, she has helped countless exempt organizations with their tax compliance and advisory needs. As a subject matter expert in the field, she has worked with hospitals and healthcare organizations, research associations, private schools, social welfare organizations, membership and trade associations, public charities, and private foundations. Ms. Heller has also worked with small to midsized businesses and with individuals, which allows her to bridge the gap between tax-exempt organizations and for-profit operations. Ms. Heller has extensive experience assisting clients with Form 990 and 990-T filings, exemption applications, IRS examinations, lobbying and political activities, unrelated business income analysis, taxable subsidiaries and related entities, private foundation excise tax matters, and COVID-19 tax relief provisions. Ms. Heller frequently writes and speaks on topics relevant to the world of tax-exempt organizations. She is a past chair of the Greater Washington Society of CPAs Nonprofit Symposium and she serves as a member of the AICPA Exempt Organizations Tax Technical Resource Panel.

Michael Sorrells

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 American Institute of Certified Public Accountants (AICPA) National Nonprofit Industry Conference, the Greater Washington Society of Certified Public Accountants (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.

Calvin Marks

Calvin is a Principal with 16 years’ experience at Johnson Lambert LLP, a niche-focused firm specializing in insurance, nonprofits, and employee benefit plans. Calvin leads the firms’ Nonprofit and Employee Benefits Tax & Compliance Group, serving clients ranging from small local charities to prominent national trade associations and employee benefit plans of all sizes.

Mark Goldstein

Mark Goldstein is an Executive Search Consultant at District Partners; where he leads their national nonprofit search practice. A CPA and former accountant with well-known organizations such as the American Institutes for Research (AIR) and the American Society of Clinical Oncology (ASCO); Mark partners with nonprofits of all stripes to meet their human capital needs,

Brian Bender

Brian is an Accounting leader with 18 years of progressive experience in the nonprofit/association arena. His experience includes leading the non-profit practice groups at two public accounting firms, and serving in a leadership capacity at three trade associations. He currently serves as the VP of Finance for the U.S. Chamber of Commerce - the world’s largest trade association.

Kara Onorato

Kara Onorato is a seasoned Finance Executive with over 20 years of leadership experience across nonprofit healthcare, membership-based organizations, and local government. She specializes in financial strategy, operational efficiency, and policy development, bringing a proven ability to align financial management with organizational goals and long-term sustainability.

As Chief Financial Officer of the Medical Device Innovation Consortium, a 501(c)(3) nonprofit focused on advancing medical device innovation, Kara spearheaded budget development and financial forecasting for a $7.5 million annual operating budget. She collaborated closely with board committees to develop and refine financial plans, providing monthly budget-to-actual reports and insights into financial performance to guide strategic decision-making. In this role, she also managed relationships with financial partners, ensuring accurate forecasting and supporting multi-million-dollar grant funding and regulatory compliance.

Previously, Kara served as Chief Financial Officer for Unity Healthcare, one of the largest Federally Qualified Health Centers (FQHCs) in the U.S., overseeing a $130 million annual operating budget. She partnered with the CEO and Board of Directors to develop and monitor comprehensive financial plans, presenting key performance indicators and budget-to-actual reports to inform organizational strategy. Kara also managed relationships with government agencies and financial partners, ensuring compliance with federal and local regulations while overseeing budget forecasting for $30 million in government contracts and funding.

Alison Roca

Alison Roca is a strategic financial leader with 15 years of experience in accounting, regulatory compliance, and financial planning and analysis, with a strong focus on nonprofit organizations in the healthcare and education sectors. She is recognized for her ability to manage complex financial processes and systems while driving efficiency and strengthening internal controls.

As an Advisory Consultant for Breakthrough Energy, a $250 million nonprofit, Alison was responsible for establishing month-end close processes, reviewing journal entries, reconciliations, and subsidiary financial statements. She evaluated existing accounting systems to ensure proper internal controls and implemented improvements in coding and reporting, helping reduce Days Payable Outstanding.

At Sibley Memorial Hospital, Alison served as Director of Finance, overseeing a $504 million expense budget and a $30 million annual capital budget for routine and strategic projects across the campus and two affiliated nonprofit foundations. She also managed the hospital’s foundation funds, overseeing fund distributions and financial reporting, and enhanced accounts payable shared services and supply chain efficiency through collaboration with the Johns Hopkins Healthcare system.

In addition, Alison contributed as an Accounting Consultant for FINCA International, where she strengthened internal regulatory compliance for the financial reporting team and facilitated the outsourcing of accounting functions, including accounts payable, accounts receivable, taxes, and currency translation. Her expertise in financial management and process improvement has consistently supported organizational growth and operational excellence.

Kevin Gerrity

Kevin Gerrity is the Co-Founder and Co-Managing Partner of District Partners, a recruiting and advisory firm focused on accounting, finance, and technology talent. He previously served as Chief People Officer at Aronson, where he led firmwide people strategy and helped drive significant growth and cultural recognition. Kevin began his career as a CPA at a Big 4 firm and later worked as an executive recruiter, giving him a well-rounded perspective on both the professional and operational sides of the industry. His work is guided by a passion for building strong teams and mentoring the next generation of leaders.

Evan Seward

As a Managing Director for Cordia Resources by Cherry Bekaert, Evan Seward brings a unique combination of direct accounting/finance understanding, executive search, and staffing experience. Prior to joining Cordia Resources, Evan worked for several years in the public accounting industry with KPMG and within corporate accounting at Navy Federal Credit Union. He is also a registered CPA in the state of Virginia and is proud to be a Certified Diversity Recruiter. Based out of Arlington, VA, Evan helps to lead the direct-hire practice focused on staff to the executive level, full-cycle search efforts for finance and accounting professionals in the Washington, D.C. metropolitan area. He prides himself on exceptional client service, focusing on quality, organization, and stellar communication.

Sam McCarthy

As an HR Executive Search Director for Cordia Resources by Cherry Bekaert, Sam leads the HR Search practice for the Firm. His focus is on developing new business while managing client accounts and placing qualified candidates within the Washington, DC metro area and across the Southeast. Sam is people-focused and passionate about networking within the HR community. He uses a consultative approach to work with both candidates and clients throughout the search process. As host of the podcast Talkin’ Talent with Cordia’s Sam McCarthy, Sam shares stories and insights from the HR and talent community, including how to get into the field, career moves and growth at all levels, personal and professional challenges, and recruiting trends. Prior to joining the Firm, Sam held operational roles with a strong focus on recruiting, people management and development.

Douglas Boedeker

Doug joined CBIZ, Inc. via the acquisition of Marcum LLP in November 2024. In addition to his service at Marcum, he has also been an assurance partner with another national firm. He has exclusively worked with NFP organizations for over 25 years, understanding the unique challenges they may face. He spent most of his professional career as a Partner with Tate & Tryon for 25 years where he helped their Firm grow from about 10 associates to over 150 professionals dedicated solely on serving the NFP community. In addition to the services he provides to clients, Doug also spends time sharing his knowledge on relevant topics regarding NFP organizations at both national and local events. Doug is a CPA licensed in the District of Columbia, Maryland, New York, Pennsylvania, and Virginia, as well as a certified management accountant and member of the AICPA and Greater Washington Society of CPAs. He currently sits on the American Society of Association Executives’ (ASAE) Finance and Business Operations Advisory Council and the Audit Committee for Susquehanna University. He has formerly served on the Board of Governors, Finance Committee, and Audit Committee of the University Club of Washington D.C. Doug graduated summa cum laude from Susquehanna University where he received his Bachelor’s in Accounting.

Douglas Palmer

For over three decades, Doug has been a CPA and CFO serving large and small organizations both domestically and abroad. He has been in private sector CFO, Controller and Accounting roles and spent a number of years at a “Big Four” public accounting firm, PricewaterhouseCoopers. Doug oversees and serves the firm’s client base of corporate and non-profit organizations. Doug is a graduate of the University of Maryland and, over the years, has been involved in sponsoring and mentoring various entrepreneurship programs. He serves on select boards and is the chairman of St. John’s Community Services Foundation, one of the oldest charities in Washington, DC. Lauren Hough-Flickinger is the Vice President of Recruiting and Client Services where she manages direct hire and contract placement for operational accounting. With over 15 years of recruiting experience, Lauren brings a wealth of knowledge to SpectrumCareers. Her specialties are within the accounting, finance, and administrative industries. Lauren prides herself on being a dynamic professional with a passion for recruiting and building client relationships. Lauren’s ultimate goal is to help organizations develop more strategic hiring plans that align with the organization’s overall business goals. Doug has presented at GWSCPS numerous times with various topics.

Rosye Cloud

Ms. Rosye Blancas Cloud is a social impact entrepreneur and founder of STRATA9, a Washington, DC, consulting practice specializing in transformative solutions for not-for-profit and mission-driven organizations. She serves as the Chair of the Board of Directors of Brighton Marine Inc, a Boston-area nonprofit providing healthcare and permanent housing support to uniformed service members, retirees, Veterans, and their families. She is a first-generation Hispanic American and former military spouse spending decades supporting military well-being by managing critical social services on military installations and serving as a national security and domestic policy leader. Her work to reduce Veteran suicide, eliminate homelessness, increase employment, and ease the strain of transitions led to multiple informed executive orders and wide-reaching, impactful government policy. She speaks on the importance of ethical leadership, increasing equity, and the need for bold strategies to increase American social and economic mobility. As a senior leader and advocate for College Promise programs, she has worked to expand access to post-secondary education programs across 48 states and Washington, DC. Her firm, STRATA9, supports visionary organizations seeking to maximize their social impact and improve efficiency and effectiveness through AI, Tech, and innovative business strategies. Rosye Cloud holds master’s degrees and advanced certificates from the University of Oklahoma, Industrial College of the Armed Forces, MIT-Sloan, Harvard Business School, and the University of Virginia (Darden).

Lauren Hough

Lauren Hough-Flickinger is the Vice President of Recruiting and Client Services where she manages direct hire and contract placement for operational accounting. With over 10 years of recruiting experience, Lauren brings a wealth of knowledge to SpectrumCareers. Her specialties are within the accounting, finance, marketing and administrative industries. Lauren prides herself on being a dynamic professional with a passion for recruiting and building client relationships. Lauren’s ultimate goal is to help organizations develop more strategic hiring plans that align with the organization’s overall business goals.

Lauren received a Bachelor of Arts in Public Relations with a minor in Multidisciplinary with an emphasis on Marketing, Advertising and Management from East Carolina University in Greenville, North Carolina. She currently resides in Great Falls, Virginia with her husband and two daughters. When she’s not spending time with her family and friends, Lauren loves attending peloton classes, hiking, traveling, taking trips to local wineries and visiting new restaurants.

Ronald Barrett

Ron Barrett is the Vice President of Nonprofit Services at Cogency Global Inc. a professional registered agent company. Mr. Barrett developed a comprehensive suite of nonprofit products and services that Cogency currently offers to legal, accounting and nonprofit clients. He is the author of “Nonprofit Fundraising Registration: Nolo’s 50-State Digital Guide”, has authored numerous articles and has presented public and in-house CLE and CPE seminars on state charitable registration requirements around the country. Mr. Barrett is also a Standards for Excellence Institute Licensed Consultant. He is a Founding Member of The Nonprofit Alliance, a member of the TEGE EO Council, a former member and President of Capital Toastmasters, Vice President and Corresponding Secretary of the Baltimore Kickers, and is a board member and former President of the Ellicott City Rotary Club.

Ann Marie Etergino

Ann Marie Etergino, the leader and founder of The Etergino Group, is a trusted advisor to associations, institutions, and endowments. She is known for the long-term, comprehensive approach she takes, and she is especially adept at handling clients’ multifaceted, complex financial needs. Additionally, she provides families and individuals with customized and integrated wealth management solutions that help them secure the lives they wish to lead. Drawing on deep industry knowledge gained from over 35 years in the business, she works with clients to address their most fundamental concerns and align their money with their life goals. She has also been featured on the cover of Barron’s and profiled in Barron’s “Best Advice” column. She began her career at Merrill Lynch. She later joined Tucker Anthony and served on its board of directors from 1998 until 2001, when it was acquired by RBC. She holds a Certified Investment Management Analyst® certification from Wharton and is a member of the Investment Management Consultants Association. She earned an undergraduate degree from Lafayette College.

Trey Blanchard

Trey, who has been working with The Etergino Group since 2014, has provided clients and their families with wealth management planning and investment strategies for more than 20 years. He focuses on understanding the unique financial circumstances and investment objectives of each client to create a customized financial analysis, including recommendations to help clients meet their specific goals. Trey also works closely with clients to implement the recommended strategy and incorporate their ongoing needs and changing life circumstances. On top of helping clients succeed financially, Trey is also a student of the markets. After earning his undergraduate degree from the University of South Carolina, Trey earned his MBA in investment management from the University of North Carolina at Charlotte. Trey has also earned four industry designations and certifications: Chartered Financial Analyst®, CERTIFIED FINANCIAL PLANNER™, Chartered Alternative Investment Analyst® and Chartered Retirement Planning Counselor®. Each of these focuses on different aspects of the financial management industry and allows Trey to specialize in asset valuation, wealth planning, alternative investment analysis and retirement planning. In addition, Trey enjoys reading books on behavioral finance, which focuses on combining cognitive theories with economic theories to help understand human behavior when it comes to finance. Trey passed the Series 7, 63 and 65 exams and holds life and health insurance licenses. He was named to the Forbes list of America’s Top Next-Gen Wealth Advisors in 2019. Outside of work, Trey spends most of his time with his two daughters, Susannah and Emma, and helping others increase their financial knowledge.

Craig Silverio

Craig Silverio has spent his entire 34-year association management career with the Packaging Machinery Manufacturers Institute. As Vice President, Finance, Craig is responsible for the overall financial operations of the Institute and its for-profit and not-for-profit subsidiaries. Craig also oversees the financial operations of PMMI’s six managed service association clients. During Craig’s tenure, the Institute has grown from annual revenues of $6 million to consolidated annual revenues of $100 million. Craig is a member of the American Society of Association Executives, and a former Chair of the Finance and Administration Roundtable. A graduate of Robert Morris University, Pittsburgh, PA, in 1981, Craig resides in Ashburn, VA with his 3 children.

Matt Paragamian

Matt focuses on alternative investments as well as portfolio and relationship management for institutional clients. He conducts investment analysis across public and private markets, partners with clients to design and implement customized portfolios based on their unique goals, and helps clients understand capital market trends.

Matt brings investment industry experience across a range of asset classes from previous positions, including hedge funds, private credit, and real estate private equity. Matt has an MBA from the Wharton School at the University of Pennsylvania and an undergraduate degree from Georgetown University.

Karen Livingston

Karen Livingston is a seasoned financial executive with over 15 years of experience leading accounting and finance functions across mission-driven organizations. A licensed CPA and former public accountant with a focus on non-profit clients, she brings a clear, strategic lens to financial operations—helping mission-driven organizations align their financials with long-term goals through periods of growth, change, or complexity.

Karen has served as a CFO, controller, and board treasurer, guiding leadership teams through complex challenges including mergers, restructuring, and strategic growth. Karen now leads a fractional CFO practice, AscenderCFO, where she partners with executive teams to bring clarity to their financials, strengthen infrastructure, and align resources with organizational priorities.

Nike Ajao

Nike Ajao is a finance and strategy leader who helps mission-driven organizations navigate pivotal growth, partnerships, and financial transformations. As Founder & CEO of Transform With Nike, she advises nonprofits and social enterprises on building sustainable revenue models, preparing for mergers, and strengthening financial resilience. A Forbes contributor published in Business Insider and MSN, she is also the recipient of the Global CFO Excellence Award and the Influential Businesswoman Award for Financial Business Innovator of the Year 2025.

Melissa J-L Myers

Melissa has more than 20 years experience in the sales and use tax field. As a Sales & Use Tax Managing Director at BDO, Melissa’s responsibility is to manage client projects covering sales and use tax refund reviews, audit defense, multi-state voluntary disclosure agreements, multi-state transactional analysis report preparation, nexus surveys, State Letter Rulings, Sales and Use Tax Registrations, Sales and Use Tax Trainings, and Multi-State Compliance. Melissa is the firm’s East Cost leader for Refund Recovery projects. Melissa has vast experience serving the complex and strategic sales and use tax needs of large organizations involved in a variety of industries. Melissa’s experience includes manufacturing, software & technology, nonprofit, professional services, retail, construction, and pharmaceutical. Melissa is a frequent speaker at firm and organizational events on various sales and use tax topics. Melissa has spoken at various conference across the country.

Rachel Foster

Rachel Foster, CPA, is a Professional Practice Director in Grant Thornton’s Metro DC office. She has spent 22 years in public accounting with extensive experience in financial statement and Uniform Guidance audits of not-for-profit organizations and federal agencies, as well as with compliance audits, examinations, System and Organization Controls (SOC) examinations, performance audits, reviews, and agreed upon procedures. Currently, as a Professional Practice Director, she works with not-for profit organizations and Grant Thornton’s specialty attest services practice. In this role she is responsible for implementing and monitoring the firm’s system of quality control related to audit execution, audit quality processes and initiatives, and operational matters, as well as managing risk and serving as a national consultative resource for technical questions and issues. Rachel is also involved with the AICPA and its Government Audit Quality Center (GAQC) by presenting at various national industry events such as the AICPA & CIMA Not-for-Profit Industry Conference and Government and Not-for-Profit Training Program and GAQC web events, as well as state CPA society conferences.

Jill Myers

Jill is a Health Coach, a CPA, Yoga Instructor and mother of two grown sons. After serving as a CPA/CFO for nonprofit organizations for most of her professional career, Jill yearned for a new adventure. As a result of struggling with her own health issues and being helped by a coach and functional medicine practitioner, Jill was inspired to become a Health Coach to support others on their path to health and wellness. Jill graduated from the Institute for Integrative Nutrition, where she received training in nutrition, health and wellness, coaching skills and business development. While still working as a CPA, Jill also works one on one with coach clients to help them reach their wellness goals and offers workshops on a variety of health and wellness topics. She has been a guest on several podcasts and is a featured speaker for the CPAAcademy.org. Jill enjoys hiking, kayaking, yoga and most forms of movement. She has an organic vegetable garden and lives a healthy lifestyle.

Tiffany Mckinney

Tiffany McKinney, CPA serves as Director of Finance at the United States Conference of Mayors, where she oversaw restructuring of the accounting and finance functions and financial reporting. Ms. McKinney has over 20 years of experience having started her career as an auditor at Deloitte; and gaining exposure to the association industry while working at Tate & Tryon. After leaving public accounting, Tiffany spent the next decade emersed in the world of real estate accounting where she worked at a hotel REIT, multi-family REIT, and shopping center REIT. She further explored her interest in real estate by attaining a Masters in Real Estate Development from the University of Maryland. Prior to her current role, Ms. McKinney held various roles including property accounting manager, general fund manager, and budget officer at the Montgomery County Housing Opportunities Commission. Her has come full-circle as she leads the finance and accounting department at the US Conference of Mayors, and serves as assistant staff liaison of the Public-Private Partnership Task Force, which allows her to merge her passions for accounting and real estate/economic development. Tiffany lives in Washington, DC with her husband and four year old daughter. In her free-time she enjoys exploring the city with her family.

Rosie Henderson

Rosie Henderson is the Associate Vice President of Finance and Administration, Controller, and Interim Treasurer at the Catholic University of America, overseeing accounting, financial reporting, the procure-to-pay cycle, treasury, post-grant administration, financial policies and systems, and tax compliance. As a collaborative, solution-oriented leader, Rosie works across the University to modernize and simplify business processes, improving the user experience. She utilizes her accounting expertise to challenge the current state and reimagine policies that are more financially and operationally advantageous. Before Catholic, Rosie served in various finance leadership roles at Howard University, advising the CFO, President, and senior cabinet. She began her career at PwC, auditing higher education and nonprofit organizations. Beyond her role, she serves as a financial strategist, fundraiser, and board member supporting organizations that mentor and educate youth and advocate for the promotion of women and minority professionals. Rosie is a Howard University graduate and a self-proclaimed foodie and wine enthusiast who spends her time cheering on her two young adult children in their academic and extracurricular endeavors.

Brian Morgan

Brian is a Managing Director in Grant Thornton’s Not-for-Profit and Higher Education Audit Practice and has 15 years of public accounting experience. Brian has led and performed financial statement and Uniform Guidance audits for clients in a variety of not-for-profit industry sectors, including higher education, social services, trade and professional organizations, foundations, research institutions, conservation, health care, and religious organizations. Brian is also not-for-profit organizations on implementation of new accounting standards, improving financial reporting processes and controls, and navigating the impact of new laws and regulations.

Kendra Janevski

Kendra’s diverse experience in non-profits, associations, and consulting makes her the ideal leader for Vault’s outsourced HR business unit. She drives process improvements, designs progressive policies, and executes long-term growth strategies. A collaborative leader, she champions change that aligns people practices with corporate culture. Before Vault, Kendra consulted for small and mid-sized organizations, providing HR guidance, leadership development, and culture transformation. She has led teams through growth initiatives and management training in leadership, conflict resolution, and performance management. As a key leader at Vault, Kendra streamlines systems that benefit both organizations and individuals. Passionate about workplace success, she is committed to making work more enjoyable, productive, and effective.

Harriet Cutshall

Harriet (Hatsy) S. Cutshall, CPA, joined YPTC in 2011 and is currently the Director of YPTC’s Government Awards Management Department. Hatsy has worked with YPTC clients and staff as a Market Leader and now as lead for the department that is helping them navigate the rapidly changing federal funding environment.