Unlocking Not-for-Profit Success: Navigating Database Modernization and Data Migration

Dave Mustin, Managing Director, VP of IT Consultg., CBIZ

Dave joined CBIZ, Inc. via the acquisition of Marcum LLP in November 2024. At Marcum he was the vice president of strategic IT consulting at Marcum Technology, responsible for implementing technology projects such as strategic IT roadmaps, IT assessments, system selections, restructuring, and post deal value capture.

He has over 28 years of professional management consulting experience. David specializes in developing and executing business and IT strategic growth and transformation initiatives. He has an extensive background in formulating and executing technology strategies and digital transformation initiatives.

David’s industry experience includes work with manufacturing companies, high-tech firms, healthcare providers, life sciences companies, professional service organizations and not-for-profit (NFP) entities. He works closely with clients to formulate strategic growth and profitability opportunities while also addressing their technology needs.

Julie Jones, Managing Director, CBIZ

With a career focused exclusively on nonprofits and spanning nearly 30 years, Julie brings a wealth of experience, knowledge, insight, and value to her clients. A leader in Marcum’s Managed Accounting Services practice, she is a driving force for creating a culture of collaboration, innovation, and growth for the Firm.

Through her innate ability to encourage and help those around her flourish, Julie serves as a mentor and role model to her colleagues while simultaneously managing one of the largest nonprofit client portfolios in the Firm — a tribute to her technical, people, business, and service skills.

Julie’s strong leadership and steadfast commitment to nonprofits made her the obvious choice to serve as National Co-Leader of Marcum’s Nonprofit & Social Sector Group, a role she will fully assume upon the retirement of the team’s founder and current leader of nearly 40 years.

Known for her collaborative approach and ability to deliver results, clients consider Julie a true partner and critical to their efforts to advance their missions. Numerous nonprofits count on her to advise them on topics across the gamut — from operational efficiencies to financial best practices and growth acceleration. Julie currently functions as the outsourced CFO for multiple nonprofits and trade associations, including Equal Justice Works, the Federation of American Societies of Experimental Biology, and Salzburg Global Seminar. Julie is frequently sought out as a guest speaker for clients and conferences, such as the AICPA and annual membership associations. She is also asked to do speaking engagements at universities, including the University of Maryland, George Washington University, and American University, where she has presented on topics ranging from nonprofit management to Federal grant compliance and reading financial statements and 990s.

Beyond her work at Marcum, Julie is committed to making a positive impact in her community. She currently serves on the Board of the Marcum Foundation and previously served as Chair of the Board of the Ronald McDonald House Charities of Greater Washington and on the Board for the Make-A-Wish Foundation.

Kalin Drzewiecki-Sezer, COO, Mertz Gilmore Foundation

Kalin joined the Mertz Gilmore Foundation in 2024. Kalin leads the foundation’s operations management, including human resources, building management, organizational health, and IT. Working closely with staff, she helped the Foundation adopt a new Financial System, Sage Intacct, and a new Grants Management System, Giving Data, which helped realize internal efficiencies and move resources more quickly to grantees.

Prior to joining Mertz Gilmore, Kalin worked at Demos for over 15 years. During her tenure, she was responsible for a range of work, including organizational leadership, culture, organizational health, talent management, strategic planning, organizational work planning, leadership development, operations, hiring, organizational budgeting, and risk management. She helped build systems that fostered collaboration and efficiency and exemplified the organization’s racial equity values.

Kalin served as Co-Chair of the Board of the Young Nonprofit Professionals Network, New York Chapter from 2016-2019. She is a Rockwood Leadership Institute alumna and holds a Certified Nonprofit Accounting Professional Certificate. She did graduate work in International Studies at Fairleigh Dickinson University in New Jersey, and worked with The Global Justice Center and Funding Exchange as part of her studies. She holds B.A. degrees in International Studies and French from St. Norbert College in Wisconsin. As an undergraduate, she studied in Madagascar, Mexico, and France, and at the United Nations. In her free time, she enjoys gardening, cooking, traveling, reading, and canoeing.

Tea Gennaro, CFO/EVP of Operations, National Association of Broadcasters

Téa Gennaro is a multi-award-winning nonprofit executive with more than two decades of progressive leadership across finance, operations, real estate, technology, and governance. She serves as Chief Financial Officer and Executive Vice President of Operations at the National Association of Broadcasters (NAB), where she also holds the elected position of Secretary/Treasurer on the NAB Board of Directors.

At NAB, Gennaro provides executive oversight for Finance, Administration and Real Estate (1M Properties, LLC), Information Technology, and the organization’s newly established Data and AI Intelligence team. She leads the financial and operational infrastructure for NAB and its affiliates—NAB Leadership Foundation (NABLF), 1M Properties, LLC and NABPAC—and serves as strategic liaison to the Board’s Audit, Investment, and Real Estate Committees. She oversees a cross-functional team of 23 professionals, including the 1M staff, and manages more than 118,000 square feet of commercial real estate assets (1M Building).

Under Téa’s leadership, NAB has streamlined financial processes, navigated the financial and operational complexities of the COVID-19 pandemic, and achieved 96% leasing of its largest asset, the 1M building. She is also overseeing the launch of a unified enterprise data and AI strategy—transforming fragmented systems into a connected platform that powers automation, insight, and innovation. Her leadership is marked by a fusion of operational discipline and financial rigor, advancing NAB’s organizational growth, strategic direction, and long-term sustainability. Widely respected for her strategic clarity and decisive leadership, she is known for guiding her teams with vision, confidence, and operational excellence.

Prior to NAB, she served as EVP and CFO at Associated Builders and Contractors (ABC), where she implemented a national financial framework across 69 chapters, modernized enterprise finance systems, led a 401(k) conversion to a MEP structure, and negotiated $1.7 million in lease savings. Earlier in her career, she held senior finance and controller roles at RSM (Tate & Tryon), AUVSI, and Chenega Technology Services Corporation.

Gennaro holds an MBA from Virginia Tech’s Pamplin College of Business and a BS in Accounting from Pensacola Christian College. She is a Certified Public Accountant (CPA), Chartered Global Management Accountant (CGMA), and holds a Commercial Real Estate Certificate from Cornell University. She is fluent in English and Albanian, with working knowledge of Italian and Turkish.

She has served on the Board of Governors of the Greater Washington Society of CPAs (GWSCPA), contributed to its Women’s Leadership Conference, and held a board role with Byte Back, Inc., a nonprofit advancing digital literacy and economic opportunity.