2026 CFO and Controller Conference

Marcie Bomberg Montoya

Marcie Bomberg-Montoya. is a partner in the Business Solutions and Organization Performance practice. She leads the future planning practice for the firm and specializes in using a futurist lens in solving complex problems to empower leaders and organizations to reach their highest potential. Prior to joining Wipfli, Marcie’s curiosity drove her to leadership roles in community development organizations/non-for-profits, financial services, and technology industries for 25 years. Marcie has been intimately involved and led multiple capital raise campaigns that have resulted in creating long-term sustainable organizations. Marcie is a sought-after advisor, speaker, author, and educator on topics such as innovation culture, future and capital planning, executive and board development, as well as the intersection of talent, technology, and transformative leadership.

Specializations

• Turning strategy into action – advisory, facilitation, plan development, guidance, funding, and implementation
• Driving engagement and performance through quantifying culture and climate while measuring the impact of leaders and managers
• Executive and Board development
• Organizational development, management, and operational assessments
• Organizational transformation in a digital age – talent, technology integration and implementation strategies

Brett Polglaze

Brett Polglaze brings over 20 years of experience to Wipfli’s organizational performance management consulting team and has a passion for tackling complex organizational questions. From improving business process flows to assisting clients through complex system selections, his focus has always been to architect solutions that solve critical business issues. He has led all aspects of technology selection, implementation, and operations improvement initiatives. Serving as project manager, business analyst, solution designer and trainer, he leverages his experience and passion for solution design to assist clients in creating the optimal solutions for their organizations.

Reginald Brewington Jr.

Reggie Brewington, Jr. is the SVP, Finance & Administration at Common Cause, a national entity composed of two entities (501(c)(3) & 501(c)(4)) operating as one with a presence in 30 states. In his role, Reggie is responsible for the organizations’ financial and administrative strategy through his management and leadership of the accounting/finance, IT and building operation functions of the organizations.

Previously, Reggie served as the Controller at the American Society for Microbiology (ASM), a membership organization with over 30,000 members focused on advancing and promoting the microbial sciences. Prior to his time at ASM, Reggie worked in public accounting with a focus on not-for-profit organizations of varying size and organizational structure.

Reggie is a graduate of the University of Maryland, College Park, earning degrees in both accounting and finance. He currently serves as a member of the Finance, Investment and Audit Committee of the American Nurses Association (ANA) and was the Chair of the Audit Committee of ANA prior to its sunset. Reggie is a Certified Public Accountant in the State of Maryland and is a member of the American Institute of Certified Public Accountants (AICPA) and the Greater Washington Society of the CPAs.

Samantha Luxenberg

Samantha Luxenberg leads the finance function at ClearPath. Her diverse background in auditing, and positions in nonprofit and corporate industry has allowed her to bring a sharp vision and understanding of financial strategy and operational excellence to ClearPath. She collaborates with management in financial planning and forecasting, ensuring the long-term financial health of the organization.

Before joining ClearPath, Samantha was the Controller at a D.C. strategic communications firm, Rational 360. She started her career as an auditor focused largely on nonprofits. She also spent five years as the Controller of the Consumer Healthcare Products Association. Samantha is a certified public accountant, licensed in Virginia.

Marc Freeman

Marc Freeman joined NBAA in July 2008 with 25 years of experience in accounting and finance. As the chief financial officer, he directs and provides strategic leadership over the financial affairs of the association and its related entities in conjunction with the president and CEO and the Board of Directors.

Prior to joining NBAA, Freeman was vice president of finance and corporate controller of DeltaGEE, Inc., where he was responsible for financial reporting, auditing and tax compliance for an international group of start-up companies. Freeman was controller and then chief financial officer for Truland Systems Corporation, a group of companies with revenue exceeding $300 million, for nearly nine years. At Truland, he was responsible for financial operations including reporting, budgeting, auditing, strategic planning, risk management, investment portfolio management, tax compliance and planning.

Freeman also served as assistant controller with Population Services International and more than 10 years with two regional CPA firms. He graduated with honors from the State University of New York, College at Oswego in 1983 with a major in accounting and a minor in economics. He is a licensed certified public accountant.

Andy Newnham

Andy Newnham is Director of Transformation at CliftonLarsonAllen (CLA), where he partners directly with clients and internal finance leaders to design and implement practical AI solutions. He specializes in human–AI teaming, workflow automation, and building finance-specific agents that improve accuracy, efficiency, and decision-making. Andy’s approach blends design thinking, systems thinking, and user-centered imagineering to create solutions people actually adopt. Known for his hands-on, workshop-style delivery, he helps CFOs and controllers reduce manual work, strengthen controls, and unlock new strategic capacity with AI.

Carolyn Mollen

Carolyn Mollen is the Vice President for Finance & Administration and Treasurer at Resources for the Future (RFF). In her role at RFF, she oversees finance, technology, building services, and human resources, ensuring RFF has efficient and effective operations that support the organization’s mission advancement. She specializes in nonprofit accounting and operations issues, with an emphasis on financial reporting, budgeting, and talent management.

Lee Klumpp

Lee Klumpp, CPA, CGMA, is a nationally recognized leader in nonprofit and governmental accounting, audit methodology, and financial reporting. With over 30 years of experience, he has built a distinguished career guiding firms’ Professional Practice Groups, shaping audit and accounting policies, and advising organizations on complex technical issues. His deep knowledge extends to GAAP, GAAS, GASB, and regulatory compliance, with a specialization in nonprofit financial reporting (FASB ASC 958), Single Audits (OMB Uniform Guidance), and governance best practices. Lee has held senior leadership roles in major CPA firms, serving as National Assurance Technical Principal and Professional Practice Principal at BDO USA. In these roles, he has led firm-wide initiatives to enhance audit quality, develop technical policies, and train professionals on emerging accounting standards. His expertise is widely sought after by audit teams nationwide, advising on financial reporting complexities, regulatory compliance, and risk management strategies. As a former FASB Fellow, Lee directly contributed to the development of accounting standards for nonprofits, helping shape industry practices in financial statement presentation, revenue recognition, and liquidity disclosures. His leadership has extended to professional organizations such as AICPA and GWSCPA, where he has influenced industry thought leadership, ethics policies, and audit methodologies. Lee is a nationally recognized speaker, author, and educator in the nonprofit and governmental accounting sector. He has presented at AICPA conferences, GWSCPA Nonprofit Symposiums, and state CPA society events, delivering technical updates on FASB standards, compliance, and financial statement interpretation. His expertise has also been show cased through numerous articles and blogs published in Accounting Today, Nonprofit World His book, How to Read Nonprofit Financial Statements: A Practical Guide (3rd Edition, Wiley), is a widely used resource in the nonprofit sector, reinforcing his role as a thought leader in financial reporting and governance best practices. Beyond his firm leadership roles, Lee has been deeply involved in professional and nonprofit governance. He has served on the Board of Directors for the Greater Washington Society of CPAs (GWSCPA), including a term as President, guiding strategic direction and professional development initiatives for accounting professionals. His contributions to AICPA committees, including the Executive Committee of the Government Audit Quality Center, Not-for-Profit Entities Revenue Recognition Task Force, Technical Standards Subcommittee, and Task forces of the Ethics Committee, have helped shape policies that impact nonprofit and governmental accounting nationwide. Lee has also held leadership positions in community organizations, including the Congressional Award Foundation, Montgomery Community Television, and Bethesda-Chevy Chase Chamber of Commerce, demonstrating his commitment to financial stewardship and nonprofit sustainability. Lee Klumpp’s combination of technical expertise, strategic leadership, and industry influence has positioned him as a leading authority in nonprofit and governmental financial management. His ability to guide firms, educate professionals, and shape industry standards makes him an invaluable asset to the CPA profession and the nonprofit sector.

Mark Flanagan

Mark Flanagan has more than 30 years serving for profit and nonprofit organizations of all sizes and industry types. His specialties include retirement arrangement consulting, compensation and benefits tax compliance, and benefit plan audit* technical support. Mark’s clients (and team members) appreciate his ability to explain complex tax matters in a way that is easy to understand and apply to their specific situations.

He often provides this information on an ad hoc basis that creates an excellent and timely customer experience. Through Mark’s proficiency and guidance, employers and individuals have been able to defer taxable income from the highest corporate and individual rates to lower rates sometime in the future. He is a frequent speaker on compensation and benefit plan issues and has authored many related articles. Mark is responsible for keeping the firm and its clients up-to-date on legislative and regulatory changes. He is a technical advisor for many of the firm’s clients across all industry groups.

Paul Phelan

Paul joined Early, Cassidy & Schilling in 2003 through a series of mergers, now handles the Nonprofit Employee Benefits and Retirement Planning out of the Gallagher Rockville office.

Paul and his team work closely with clients helping them understand their position as a Fiduciary, Plan Governance, and ERISA Compliance. 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 in their financial journey. Paul and his team are responsible for just over $500M in plan assets across over 60 plans throughout the country.

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 who runs a Great Seneca Yoga out of her home studio in Gaithersburg, MD, and they have a daughter at Mount Holyoke College and another daughter at Quince Orchard High School.

Ben Madden

Ben Madden is a highly experienced HR executive with nearly 20 years of experience guiding strategic HR decisions for fast-growth companies across industries including government contracting, IT startups, and professional services. As SVP of Human Resources at The Ambit Group, a large government contracting systems integrator, Ben played a key role in driving 5x workforce growth, integrating two acquisitions, and facilitating the company’s successful sale in 2022. Under his leadership, Ambit twice earned Best Places to Work recognition from The Washington Post.

Ben’s expertise spans talent acquisition, employee engagement, benefits, and full employee lifecycle management. He is an active leader in the HR community, serving on the board of NOVA SHRM, including two terms as president. Ben holds certifications including PHR (HRCI), SHRM-CP, and ICP-Agile HR, along with an MBTI certification. He earned a BA in Psychology from the University of Michigan and an MS in Organization Development from American University.

Kathy O'Connor

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

Anjula Singh

Anjula Singh is responsible for overseeing the day-to-day operations as well as the financial outlook of SoundExchange. Her multi-faceted role includes overseeing the operations, human resources, office services teams and steering the company’s financial groups responsible for the annual collection and distribution of nearly $1 billion in royalties to a community of over half a million music creators.

During her 19 years at SoundExchange, Singh has led efforts to scale the organization for growth and invest in platforms and infrastructure that make the business of music more efficient. She also was instrumental in the company’s move into the publisher services and oversees the line of business.

Prior to SoundExchange, Anjula served as Director of Corporate Accounting for The AES Corporation, a Fortune 300 company that owns and operates a portfolio of businesses that provide affordable energy to customers in 4 continents, 14 countries. She has nearly 20 years of experience in corporate finance, mergers and acquisitions, and audit, along with preparing companies for their initial public offering. Anjula began her career as an auditor at KPMG L.L.P., a global audit, advisory and tax services firm.

Anjula received her Bachelor of Science in Accounting from the University of Maryland and is a certified public accountant.

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.

Bianca Domally

Bianca Domally has over 30 years’ experience as a financial professional in the not-for-profit industry. She is currently the Chief Financial Officer for the National Association for the Advancement of Colored People. She has previously served as the CFO for Associated Builders and Contractors and the American Public Power Association, Controller for American Petroleum Institute, and Controller/Managing Director for American Chemistry Council.

Bianca has brought expertise in process improvement, change management and team leadership and development to these organizations. She abides by a “continuous improvement” mantra, for work and life, and champions empowering people to achieve their highest potential.

Bianca received her BBA degree from Baruch College, CUNY, her MBA from University of Maryland Global Campus, and is a CPA. She lives in Maryland with her husband and two children, but prides herself on always identifying as a “New Yorker”!