2026 Nonprofit Symposium

A. Michael Gellman, CFSO, Fiscal Strategies 4 Nonprofits, LLC

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.

Adam Proger, Senior Institutional Consultant, Raymond James

Adam serves as an institutional consultant, retirement plan consultant, and financial advisor on our Institutional Consulting Team. He earned a Bachelor of Arts in Government and Politics from the University of Maryland and holds the

Chartered Financial Analyst (CFA) designation. With 19 years of experience at SPG Fiduciary Partners, Adam has held various roles, and his current responsibilities include engaging with committees and boards, designing portfolio structures, developing asset allocation strategies, crafting investment policies, conducting risk assessments, and leading investment reviews.

Prior to joining Raymond James in 2019, Adam served on the UBS Institutional Consulting Advisory Council, a select group of institutional consultants from across the country tasked with advising the firm on all facets of its institutional business.

Adam’s expertise extends beyond finance into governance, as he is the Board Chair for a $35 million nonprofit organization supporting adults with intellectual and developmental disabilities. He also previous led the Finance Committee at his local synagogue, roles where he collaborates directly with leadership to balance mission-driven objectives with financial realities. His role as a treasurer and board member give him a unique perspective to help ensure he anticipates challenges and aligns solutions with organizational priorities.

Adam has been a featured speaker at nonprofit industry conferences such as the Greater Washington Society of CPAs (GWSCPA) and the American Society of Association Executives (ASAE). In 2023, Adam chaired the GWSCPA Non-Profit Symposium, which brought together over 700 non-profit-focused CPAs and other professionals.

Adam and his wife, Kate, have three children and live in Rockville. Adam is an avid golfer and University of Maryland sports fan. One of Adam’s main passions is helping young children, and he proudly serves as a licensed foster care parent in Montgomery County, MD.

Alex Shin, Chief Operating Officer, Interledger Foundation

Alex joined the Interledger Foundation in September 2025 as Chief Operating Officer, where he leads strategic planning and oversees the foundation’s global operations, partnerships, and financial stewardship. In this role, Alex drives organizational alignment and ensures operational continuity across key functions including finance, human resources, compliance, and internal operations, supporting the foundation’s mission and long-term sustainability.

Prior to joining Interledger, Alex spent several years as a Certified Public Accountant and auditor with national public accounting firms, serving a broad portfolio of respected nonprofit organizations, including associations, foundations, and other tax-exempt entities. He currently serves as a member of the Audit Committee for the Associated General Contractors (AGC) of America. Alongside his professional roles, Alex regularly participates as a speaker at local and national accounting and finance conferences, educating audiences on emerging accounting standards, strategic considerations, and the evolving financial landscape facing nonprofit organizations. Alex is a published contributor in the nonprofit finance sector and holds active CPA licenses in Washington, DC, Maryland, and Virginia. He earned a Bachelor of Accountancy from the George Washington University School of Business, graduating magna cum laude.

Alexander Buchholz, Partner, PKF O'Connor Davies LLP

Alexander Buchholz has more than 20 years of experience in public accounting, including with a “Big Four” accounting firm. He is also the a co-practice leader of the Firm’s Not-for-Profit Practice and Practice Leader of the Firm’s Cemetery Division. Alex is responsible for the development of the audit approach as well as supervision of staff. Additionally, he is responsible for managing the audit so that it is performed on a timely basis with as little intrusion to client operations as possible. Alex’s expertise is in Single Audits and internal control/compliance audits. His industry experience is in healthcare and Not-for-Profit entities, including skilled nursing facilities, social service agencies, charter schools, diagnostic and treatment centers, home care service entities, adult homes and other long-term care facilities as well as special needs entities and cemeteries. Alex also serves as a peer reviewer. Alex is also an adjunct professor at Brooklyn College and Lehman College of the City University of New York in the Department of Accounting where he teaches undergraduate and graduate courses in accounting and auditing. He conducts internal training seminars for the Firm and frequently speaks to outside organizations and associations. Alex is also a former member of the Firm’s continuing professional education (CPE) committee, with special emphasis on Single Audit training. He also writes various articles on accounting and auditing topics for a variety of professional publications. Alex is an active member in professional and civic organizations including the NYSSCPA, NJCPA and GWSCPA Not-for-Profit Committee, National Conference of CPA Practitioners, NYS Association of Cemeteries, Metropolitan Cemetery Association, American Academy McAllister Institute of Funeral Service, Inc. and St. Mary’s Healthcare System for Children. He graduated from Baruch College with a master’s degree in finance & Investments and has a Bachelor’s degree, magna cum laude, from Brooklyn College.

Allison Shepter Law, Director, Executive Search, The Alliance Group

Allison Shepter Law is a Director at The Alliance Group, where she leads the firm’s Nonprofit Practice. With 16 years of recruitment experience, Allison specializes in matching talented accounting and finance professionals with exceptional, often exclusive and confidential permanent opportunities. Her passion lies in aligning a candidate’s unique career aspirations with an organization’s mission-critical needs, transforming finance departments into high-performing, long-term organizational assets.

Amisha Patel, Self employed

Amisha Patel, CPA, is an experienced accounting and assurance professional with more than a decade of public accounting experience specializing in nonprofit organizations, Throughout her career, she served in leadership roles within a regional public accounting firm, overseeing engagement management, client service, business development, quality control, and staff development. Amisha has worked with a diverse range of nonprofit entities, including charitable organizations, private foundations, educational institutions, trade associations, membership organizations, professional societies, and political action committees, providing audit, consulting, and advisory services.

A recognized contributor to the nonprofit accounting profession, Amisha frequently presented at national, state, and local conferences on nonprofit accounting, auditing, and governance topics. Amisha served on the Board of Directors of the Greater Washington Society of CPAs for nearly a decade, including serving on the Executive Committee and being President during the FY 2023 term. She is passionate about advancing the profession through education, mentorship, and volunteer leadership.

Angela Hillman, Chief Financial Officer, Marine Corps Association

Angela is a strategic, results driven finance executive with more than 30 years of experience leading financial operations, strengthening internal controls, and enabling informed, forward looking decision making. She currently serves as Chief Financial Officer of the Marine Corps Association, where she is a trusted advisor to senior leadership and is recognized for her disciplined stewardship, operational insight, and ability to align financial strategy with organizational mission. Her responsibilities include financial and cash flow strategy, investment and risk oversight, ROI analysis for new initiatives, and enterprise wide budgeting and planning.

Angela progressed through increasingly senior leadership roles within the Association, including Director of Finance and Accounting Manager, earning recognition for building high performing teams, modernizing systems, and improving efficiency and accuracy across finance operations. She has led complex audit and tax engagements for multiple entities, including 501(c)(19), 501(c)(3), and pension and savings plans, while ensuring strong internal controls, regulatory compliance, and effective governance. Her leadership during technology transitions and process redesigns strengthened reporting reliability and positioned the organization for sustainable growth.

Earlier in her career, Angela held roles in public accounting, investment management, and small business finance. This diverse background provides her with deep technical expertise in audit, tax, and portfolio accounting, as well as a practical understanding of risk management and operational finance. Known for her collaborative leadership style, Angela brings a forward thinking approach to financial management, with a sustained focus organizational resilience.

Ann Marie Etergino, Managing Director - Financial Advisor, RBC Wealth Management

Ann Marie Etergino is the Founder and Team Leader of The Etergino Group at RBC Wealth Management, where she provides highly personalized wealth management and family advisory services to a select group of individuals, families, and nonprofit organizations in Washington, D.C. and beyond. With more than 40 years in the financial services industry, Ann Marie is widely recognized as a leader in wealth management and one of the firm’s top advisors. She is frequently quoted for her insight on markets, financial planning, and the real-life decisions that shape financial lives across generations. What matters most to Ann Marie is helping clients align their financial lives with what matters most to them. Her approach is rooted in a core belief: wealth is most powerful when you connect wealth with purpose. She is especially passionate about guiding families through legacy planning, multi-generational transitions, and charitable impact—helping clients not only protect what they’ve built, but also use their resources to create meaningful change. Ann Marie is known for her long-term, comprehensive approach and her ability to navigate complex financial needs with both expertise and empathy. She is especially attuned to the unique financial challenges women often face—and is passionate about helping them make confident decisions. She is also a trusted advisor to foundations, endowments, and institutional clients. Her commitment to exceptional service and her strong track record have earned her numerous industry accolades, including: • Barron’s Top 100 Women Financial Advisors (2015–2025) • Barron’s Top 1,200 Financial Advisors (2020–2023) • Forbes Top Women Advisors (2020–2026) • Forbes Best-In-State Top Wealth Advisors (2020–2026) She has also been featured on the cover of Barron’s and profiled in the publication’s Best Advice column. Ann Marie began her career in 1981 at Merrill Lynch and joined Tucker Anthony in 1984, where she later served on its board of directors until the firm was acquired by RBC in 2001. She holds the Certified Investment Management Analyst® (CIMA®) designation from Wharton, is a member of the Investment Management Consultants Association, and earned her undergraduate degree from Lafayette College. Outside of the office, Ann Marie is deeply involved in philanthropic work focused on supporting marginalized women and children. She serves on the boards of Women for Women International, Martha’s Table, and Collegiate Directions. She is also committed to mentoring young adults and high school students on financial literacy and personal investing, believing that meaningful change starts with one-on-one relationships. Fun fact: Ann Marie grew up in New Jersey, saw Bruce Springsteen live at 17, and still counts Born to Run as one of her favorite songs. Proudly Italian, nothing makes her happier than cooking a big Sunday sauce using her grandmother’s meatball recipe—she is happy to share it with you if you send her a message!

Anthony Latta, Chief Financial Officer, Evidence Action

Anthony has extensive experience in global nonprofit and corporate finance. He previously served as Chief Financial Officer at IREX, overseeing finance, accounting, treasury, and compliance for the global nonprofit. Prior to this, he held leadership roles at Amazon, where he managed accounting operations for Kuiper Government solutions, and at Abt Associates and Chemonics International, where he led large-scale finance, compliance, and operational teams across diverse global programs. His expertise spans financial strategy, systems transformation, M&A, and performance optimization. With a career spanning international development, technology, government contracting, and nonprofit management Anthony brings a strategic, solutions-oriented approach to financial management and organizational leadership.

Brian Morgan, Partner, Grant Thornton LLP

Brian is a Partner in Grant Thornton’s Not-for-Profit and Higher Education Audit Practice and has over 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 also advises 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.

Brittney Gordon, Partner, Enterprise Growth, The Alliance Group

Brittney Gordon is Partner, Enterprise Growth at The Alliance Group, where she partners with CFOs, Controllers, and finance leaders to solve complex challenges related to accounting, finance transformation, business systems, and talent strategy. A former EY auditor and CPA (inactive), Brittney has spent more than a decade helping organizations navigate growth, change, and critical business initiatives, including financial transformations, ERP implementations, technical accounting matters, and organizational design. She has worked with organizations ranging from nonprofits and middle-market companies to large public enterprises, and she has led The Alliance Group’s nonprofit practice for the past nine years.

Brittney has served on the Board of Directors of the Greater Washington Society of CPAs (GWSCPA) and is a frequent speaker on leadership, finance transformation, talent strategy, and professional networking. She has presented at national and regional conferences, including the AICPA Nonprofit Industry Conference, the GWSCPA Nonprofit Symposium, and various CFO and Controller leadership events and roundtables. She is known for bringing a practical, real-world perspective that helps finance leaders translate strategy into action.

Calvin Marks, Principal, Johnson Lambert LLP

Calvin is a Principal with 18 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.

Chris Lawrence, Chief Program Officer, Interledger Foundation

Chris is an experienced nonprofit professional who has spent the last 15 years as a dedicated educator, network builder, and advocate for non-profit organizations. Chris is currently the Head of Programs at the Interledger Foundation. He oversees all aspects of the programatic activity of the foundation.

Clare Golla, Nat. Mng. Dir. Philanthropic Svcs.ber, Bernstein

As National Managing Director of Philanthropic Services for Bernstein, Clare Golla leads the business strategy and integration of investment management and other value add services for philanthropic clients and other tax-exempt institutions. She has served in multiple leadership roles across the firm. As a public speaker and writer, and as a seasoned board member and former nonprofit executive, she advocates for nonprofit and philanthropic financial health and best practices.

Clare joined Bernstein in 2010, she was promoted to Principal in 2016, Managing Director in 2018, and Senior Vice President in 2019. Prior to joining the firm, Clare led the institutional practice for a leading community development financial institution. She earned her BA, magna cum laude, from Harvard University, her MA from The University of Chicago, and she holds both CFP® and CAP ® designations.

Colleen Smith, Partner, Aprio

Colleen joined Aprio in 2012; during her tenure, she has supported clients in a variety of ways, including managing financial operations, facilitating month-end and year-end closes and managing financial statement audits. Colleen has also conducted many reviews of clients’ financial operations and activities, with a focus on identifying and mitigating risks, and enhancing processes. She has served as interim CFO for clients, acted as the project manager on an accounting system implementation, and assisted clients in adopting new accounting guidance. Prior to joining Aprio, Colleen served as Vice President of Financial Planning and Analysis for National Geographic Ventures, a subsidiary of the National Geographic Society. She was also Director of Financial Planning and Analysis in the Society CFO’s Office and worked for several years in the Controller’s Office. Prior to joining National Geographic, Colleen performed audits of not-for-profit organizations at KPMG. In recent years, Colleen has presented to key industry conferences, including the Greater Washington Society of CPAs’ Not-For-Profit Symposium and has attained the AICPA’s Not-for-Profit Certificates I and II. Colleen earned a Bachelor of Science in Accounting from the University of Notre Dame and is a licensed Certified Public Accountant in the Commonwealth of Virginia. She serves as the Treasurer of Peace Direct US.

Corey Hastings, Chief Financial Officer and Treasurer, The Henry M. Jackson Foundation

Corey Hastings leads accounting, financial reporting, internal controls, treasury, procure-to-pay, and financial planning and analysis at HJF, an organization with 2,800 employees and over 800 federal grants and contracts. He is responsible for ensuring the integrity of HJF’s financial and budgetary controls and reporting systems, ensuring adequate financial flexibility to execute the organization’s operating and strategic plans, and informing executive decision-making across HJF.

Mr. Hastings has served as Chair of HJFMRI and HJFMRI LTD/GTE (HJF international subsidiaries), Treasurer of CAMRIS (an HJF subsidiary), and Board Member of the Makerere University Walter Reed Project in Uganda, also serving on HJF’s investment and retirement committees.

Prior to joining HJF, Mr. Hastings was with the AARP Foundation as Vice President, Workforce Programs after serving as Director of Finance. He was previously Executive Manager of the Uniformed Services University of the Health Science’s Center for Neuroscience and Regenerative Medicine.

Mr. Hastings is a C.P.A. and received an M.B.A. from the Raymond A. Mason School of Business at William and Mary and a bachelor’s degree in English from the University of Virginia.

David Stark, Tax Partner, KPMG LLP

Dave is a Tax Partner in KPMG’s Winston-Salem office and a key member of the firm’s Development and Exempt Organization tax practice. He advices colleges and universities, healthcare and other tax-exempt organizations, leading teams that prepares Forms 990 and 990-T annually along with related state filings. In addition, Dave provides tax advisory services to partnerships and global manufacturing clients, including SEC registrants, with expertise spanning ASC 740 tax provision support, alternative investments, and multistate income tax compliance.

His technical experience includes exempt organization taxation, unrelated business income, foreign investment reporting, and specialized areas such as hedge fund and oil and gas partnerships. A frequent speaker at industry conferences, Dave is also active in mentoring and education, serving as an instructor for audit professionals on tax matters affecting exempt organizations.

Dennis Gogarty, President, Raffa Investment Advisers

Dennis Gogarty, CFP®, is Co-Founder of Raffa Investment Advisers, a firm he purpose-built to support the nonprofit community. For more than two decades, he has advised nonprofit organizations and membership associations on governance-driven reserve strategy, with a focus on fiduciary oversight, investment policy development, asset allocation, and cost-efficient portfolio implementation. He is known for helping boards and investment committees navigate complex financial decisions while emphasizing transparency, independence, and long-term stewardship.

He is a frequent speaker for nonprofit and association audiences, presenting on fiduciary responsibility, reserve strategy, ETF implementation, and governance best practices. Dennis has delivered educational sessions for organizations including the Council on Foundations, the American Institute of Certified Public Accountants (AICPA), the Greater Washington Society of CPAs, BoardSource, and the American Society of Association Executives (ASAE). He holds a Bachelor of Science in Marketing from Frostburg State University and a Certificate in Financial Planning from Georgetown University. Dennis is a CERTIFIED FINANCIAL PLANNER™ professional and an investment adviser representative of Raffa Investment Advisers.

Divya Gadre, Assurance Practice Leader, BDO

Divya leads the Nonprofit Assurance Practice in Greater Washington, DC a practice that comprises over 50 professionals and which supports over 450 tax-exempt entities across a myriad of sectors. Divya is a leader with over 18 years of experience, she embraces the Servant leadership style which prioritizes the growth, well-being, and empowerment of employees. As a managing principal, she spends the majority of her time managing the practice as well as diverse needs of many of the largest and most complex nonprofit organizations in the area.

Her experience includes traditional financial statement audits as well as audits under the Uniform Guidance (old OMB Circular A-133). Divya’s areas of knowledge include governmental cost principles, revenue recognition, analyzing internal control policies, net assets testing and related disclosures, alternative investment testing and related disclosures, indirect rate structures, disclosure statements, compliance audits for nonprofits, dealing with federal appropriations and related accounting for federal requirements, interfacing regularly with audit committees and providing technical support on auditing and accounting issues for those clients. In addition to the responsibilities of managing the practice and her clients, Divya is involved in delivering in-house training programs for the assurance department. She also actively participates in the firm’s internal mentoring program and firm-sponsored community service events. Some of the organizations that Divya serves or has served include The John F. Kennedy Center for the Performing Arts, American Psychological Association, The Humane Society of the United States, The Society for Human Resource Management (SHRM), The Colonial Williamsburg Foundation, Thomas Jefferson Foundation (Monticello), Community Foundation for the National Capital Region.

Douglas Boedeker, Managing Director, CBIZ

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 partnerwith another national firm. He has exclusively worked with NFP organizations for over 26 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 ofthe University Club of Washington D.C.

Douglas Palmer, Principal, Palmer Financial, LLC

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.

Duc Nguyen, Director of Business Operations, National Academy of Sciences

Duc has more than 30 years of experience in accounting, internal audit, risk management, and business operations across public, private, federal, and consulting organizations. For the past 11 years, he has served as Director of Business Operations at the National Academies of Sciences, Engineering, and Medicine, where he oversees the Contracts and Grants Accounting function, including project accounting, billing, and compliance for a large and diverse portfolio of federal and private awards. During his 12 years at Deloitte, he provided risk and advisory services to federally funded organizations. Duc earned a Bachelor of Science in Accounting from the George Mason University School of Business.

Evan Balaban, Partner, RSM US LLP

Evan has over 18 years of public accounting experience and is a member of the firm’s public sector assurance practice serving nonprofit and education clients. He provides services to a variety of nonprofit organizations, including trade, conservation, educational, international voluntary health and welfare organizations and tax-exempt government contractors.

Evan has extensive experience performing financial statement audits, single audits, and other attestation engagements, including reviews and agreed-upon procedures. He is responsible for the strategic oversight of audit engagements, planning and execution of audit services, and aids in the supervision and review of work performed by the engagement team. He works closely with clients and other stakeholders to ensure adherence to work plan schedules and client deadlines.

Frederick Longwood, Senior Manager, Nonprofit Tax, GRF CPAs & Advisors

Frederick Longwood is a senior manager in the Firm’s Nonprofit Tax Department with over 30 years of experience working with a broad range of tax-exempt organizations including research and educational organizations, public charities, civic leagues, membership organizations, and private foundations.

Fred has advised exempt organizations on a variety of issues including:

Taxation of employee benefit plans: Planning and establishing qualified employee benefit plans. Review of nonqualified deferred compensation arrangements and supplemental executive retirement plan options under Sections 457(b) and 457(f), and analysis of the appropriate choice of plan.

Intermediate sanctions: Assisted organizations in preparing rebuttable presumptions to support senior management in compensation and benefits, and payments to related organizations.

Unrelated business income tax: Evaluation of the income tax impact on exempt organizations from such activities as debt financed rental income, advertising revenue, and various exploited exempt activities including insurance programs, merchandise sales, and the development of tax reduction strategies.

Taxable subsidiaries: Experience with numerous exempt organization taxable subsidiaries engaged in a variety of activities from insurance programs to licensing revenues.

In addition to his exempt organization advisory and compliance expertise, Fred is actively involved as a speaker in the Firm’s ongoing educational series that is offered both to clients and to the entire nonprofit community. Fred was also a coauthor of the “Guide to the Newest IRS Form 990: Interpreting and Complying with the New Tax Reporting Requirements for Transparency and Accountability,” (published by ASAE).

Indre Karimov, Director, Global Financial Systems, The Henry M. Jackson Foundation

Indre Karimov, CPA is the Director of Global Financial Systems at the Henry M. Jackson Foundation for the Advancement of Military Medicine(HJF). She leads enterprise financial systems strategy, implementation, and optimization initiatives, with a focus on modernizing finance operations and enhancing operational effectiveness. Indre played a key leadership role in HJF’s Oracle Cloud full-suite implementation, overseeing project delivery, stakeholder engagement, and business process transformation across the organization. She is a Certified Public Accountant with extensive experience in financial systems and nonprofit finance operations.

Jared Basco, Senior Manager, Aprio

Jared earned a Bachelor of Science in Accounting from Purdue University and joined Aprio in 2017. Prior to joining Aprio, he spent six years at Trinity Washington University, serving as the University’s Controller during the final three years of his tenure. In that role, he gained experience in an array of non-for-profit accounting functions, and worked directly with the University’s Board of Trustees, Audit and Finance Committees, auditors, and other department managers on behalf of the finance team. At Aprio, Jared has supported clients in a myriad of areas, including financial statement and federal Single Audit preparation, accounting system selection and implementation, and serving as interim Controller. Jared has also supported several finance department assessments. In addition, Jared is an accomplished user of Excel, which has allowed him to support clients through complex budgeting, forecasting, and data analysis exercises. Jared is also proficient with various accounting softwares and ERPs and has a particular interest in system integrations.

Jason Pride, Chief, Inv. Strategy & Res.; Mng. Dir, Glenmede

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.

Jeffrey Pargament, Attorney, Pargament & Hallowell

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 was 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.

Jeffrey Tenenbaum, Managing Partner, Tenenbaum Law Group PLLC

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.

Joanna Friedman, Principal, CliftonLarsonAllen

As a Principal in CLA’s Capital Charm Region (Washington, DC–Baltimore), Joanna partners with nonprofit organizations to help them strengthen financial stewardship, enhance transparency, and support long-term sustainability. As a Certified Public Accountant licensed in Virginia and Maryland, Joanna is dedicated to helping organizations navigate increasingly complex financial landscapes with confidence.

Joanna specializes in serving arts and culture organizations, associations, and social service organizations, and serves as the Mid-Atlantic arts and culture sector leader. Joanna works closely with boards, executive leadership, and finance teams to address complex financial and regulatory matters while keeping mission and impact front and center. Nationally, Joanna serves as Team Captain for CLA’s Compliance That Adds Value initiative, helping advance a modern approach to compliance that goes beyond meeting basic requirements. In this role she develops and leads national speaking events and prepares, reviews and delivers technical blogs and articles for the nonprofit sector at CLA. Joanna serves as a Finance Committee member of several nonprofit social service organizations in Maryland and Virginia.

John Greene, Managing Director, CBIZ

Jake joined CBIZ, Inc. via the acquisition of Marcum LLP in November 2024. He is an experienced accounting professional with over 23 years working with not-for-profits (NFP), with 16 being in the financial services industry. He is a licensed CPA in the state of Virginia and District of Columbia. In his role, Jake serves as the main interface for clients, assisting in month-end closings, audit preparation, financial consolidation, financial analysis and reporting, maintaining internal controls, managing cash flows, and overseeing staff. Prior to joining CBIZ, Jake acted as a Finance Manager and Controller for Eagles Wings Ministries. He supervised all accounting and financial functions of the organization. Jake has strong public speaking skills and provides outsourced accounting functions to a number of NFP organizations. Jake has had many notable clients includingGirl Scout Council of the Nation’s Capital, International Consortium of Investigative Journalists, PEAK Grantmaking, W. Haywood Burns Institute, Propane Education Research Council, Federation of American Societies for Experimental Biology, OneTen Coalition, and Asian & Pacific Islander America Health Forum.

Julia Flannery, Tax Senior Manager, Exempt Org., RSM US LLP

Julia has more than 20 years of tax experience and focuses on providing tax services to nonprofit organizations, including charitable organizations, educational institutions, private foundations and professional associations. Julia leads the tax work including tax planning, compliance and consulting. She has experience with large, consolidated corporations, S corporations, and individuals.

Julie Jones, Managing Director, CBIZ

Julie joined CBIZ, Inc. via the acquisition of Marcum LLP in November 2024.With a career focused exclusively on NFPs and spanning over 30 years, Julie brings a wealth of experience, knowledge, insight, and value to her clients. A leader in CBIZ’s Client Accounting & Advisory 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 NFP client portfolios in the Company — a tribute to her technical, people, business, and service skills.

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 NFPs 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, DC College Access Program 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 NFP management to Federal grant compliance and reading financial statements and 990s.

Julie was recently recognized for her exceptional contributions to the accounting industry with the 2023 GWSCPA Women’s Innovator Award. She is a CPA licensed in DC and Virginia and member of AICPA.

Julien Decosimo, Principal, CliftonLarsonAllen

Julien Decosimo, CPA, MBA, is a principal at CLA (CliftonLarsonAllen LLP) based in Arlington, Virginia, where he serves nonprofit organizations with integrated audit, accounting, and advisory services. With more than 19 years of experience, Julien specializes in helping associations and other nonprofits navigate complex technical guidance, strengthen financial reporting, and improve compliance with evolving regulatory requirements. He is known for translating technical accounting and single audit requirements into practical, actionable insights for finance leaders. Julien works closely with nonprofit executives and boards on financial sustainability, internal controls, and audit readiness, with a focus on reducing risk while supporting mission-driven outcomes. He is active in the Greater Washington Society of CPAs (GWSCPA) and frequently presents on nonprofit accounting related topics.

Karen Schuler, Principal, BDO

Karen is the BDO Principal who leads the Global Privacy, Data and AI Governance business line. Over the last 30 years, she has built and managed organizations that offer investigations and data protection services and products. Karen has testified in deposition, arbitration, and federal, state, and local courts throughout the U.S. and assists her clients with negotiating privacy, security and data protection penalties. Karen has investigated and supported the world’s largest breaches and security incidents and evaluated organizational national security compliance.

She currently serves as the DPO (Data Protection Officer) for Global 100 and high-profile global organizations across several industries. As DPO, Karen collaborates with the client, Counsel, and Data Protection Authorities to resolve inquiries, investigations, and complaints. Her BDO team developed the first privacy managed services offering (Data Protection Managed Services), a full-service outsourced privacy program to Global 1000 companies. They also founded the BDO Data Protection Academy, which trains privacy, legal, security, and technical professionals in over 100 countries.

Katelyn Miller, Principal, GRF CPAs & Advisors

Ms. Miller is a principal in the Nonprofit Tax department at GRF CPAs & Advisors. She works with a variety of tax exempt organizations including 501(c)(3) public charities and private foundations, 501(c)(4)s and 501(c)(6)s.

As a principal, Ms. Miller prepares Form 990s and other tax compliance-related deliverables for the firm’s clients. She is responsible for coordinating Form 990 completion and tax planning with clients and the firm’s management. Ms. Miller’s knowledge of tax exempt organizations allows her to work with many complex national and international clients. She has experience with other deliverables including the Form 990-T, state returns and foreign filings.

She also serves as the Co-chair of Women on the Move, GRF’s women’s leadership initiative formalized in 2019.

Kathleen Kizior, Grants and Accounting Advisory CFO, CliftonLarsonAllen

Kathleen “Kat” Kizior, CGMS,MSSA is a certified grants management specialist and serves as the Grants and Accounting Chief Financial Officer in CLA Advisory, where she helps lead the firm’s grant administration and compliance practice, delivering full lifecycle grants management and accounting solutions.

Over her career, Kat has worked across sectors for state and local government and not for profit organizations in grants and accounting. With over 23 years of experience in accounting and grants management, she is a recognized subject matter expert in grants compliance and a frequent national speaker at conferences and webinars on grants-related topics.

Kathy O'Connor, Nonprofit Consulting Leader, Partner, Aprio

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.

Kelli Polon, Deputy Controller and Treasurer, Smithsonian Institution

Kelli Polon serves as the Deputy Controller and Treasurer for the Smithsonian Institution. In her role, she supports the oversight of the Institution’s financial and accounting operations, including federal and trust financial reporting, debt and treasury activities, cash management, payment activities, and risk management.

Prior to joining the Smithsonian in 2023, Kelli spent nearly 15 years leading D.C. area nonprofit finance teams at the National Center on Education and the Economy and Defenders of Wildlife.

Kelli began her career in the audit and assurance practice at PricewaterhouseCoopers, where she focused on higher education and nonprofit audits. She earned a Master of Science in Accountancy from Wake Forest University and a Bachelor of Arts in Art History from the College of Charleston.

Outside of work, Kelli enjoys exploring all the parks and museums the DC area has to offer with her family and giving back through board service as treasurer for I Have The Right To and on her local PTA.

Kendra Janevski, Managing Director, Human Resources, Vault Consulting, LLC

Kendra Janevski brings a unique blend of nonprofit, association, consulting, and human resources leadership experience to her work with mission-driven organizations. As the leader of Vault’s outsourced HR business unit, she partners with organizations to design forward-thinking people strategies that support long-term growth, executive retention, and organizational sustainability. Her work includes developing innovative compensation and workplace programs, aligning people practices with organizational culture, and helping leadership teams navigate complex workforce challenges.

Kendra is a frequent speaker on modern workforce strategy, executive compensation, and organizational development topics affecting nonprofits and associations. She also serves as a subject matter expert for HR credentialing organizations and is recognized for her practical, people-centered approach to complex organizational issues.

Kenery Gallagher, Director of Finance and Accounting, Goodwill of Greater Washington

Kenery Gallagher is a nonprofit grants, operations, and finance leader with more than 15 years of experience strengthening compliance, internal controls, and complex grants management in federally and philanthropically funded organizations. She brings deep expertise in 2 CFR 200, subrecipient oversight, procurement, audit readiness, and full lifecycle grants management. Kenery serves as the Director of Finance and Accounting at Goodwill of Greater Washington, D.C. Prior to Goodwill she served in leadership positions at Climate United Fund, where she was responsible for finance, accounting, and compliance at a national nonprofit. She has also held senior grants and compliance leadership roles at Pact, Inc. and Elizabeth Glaser Pediatric AIDS Foundation, supporting international projects across federal and private awards. Kenery is known for translating complex regulatory and financial requirements into practical systems and guidance. She holds an MBA from the University of Illinois Urbana-Champaign and a BS in Accounting from the University of Maryland.

Kimberly Erb, Senior Manager, GRF CPAs & Advisors

Kimberly Erb is an senior audit manager with GRF CPAs & Advisors. She has over 5 years of accounting experience and works with a variety of clients to meet their unique needs and organizational goals. She has been with the firm for several years, providing accounting and auditing services to its extensive number of nonprofit clients.

Mrs. Erb has performed field audits in Africa and Europe. While traveling on behalf of the firm’s international clients, Mrs. Erb performs a variety of audit work and agreed-upon procedures to ensure the client’s internal controls are appropriately compliant with donor requirements over the management of their funds. She is experienced with the requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance).

Kote Lomidze, Chief Financial Officer, World Resource Institute

Kote Lomidze, CPA, MBA, is the Chief Financial Officer of the World Resources Institute (WRI), where he oversees the organization’s global finance function, including financial planning and analysis, accounting, grants and contracts, Information Technology, and serves as Treasurer to WRI’s Global Board of Directors. Based in Washington, D.C., he helps lead the financial strategy for a mission-driven organization operating across more than 50 countries.

Kote brings more than 25 years of executive leadership experience in international nonprofit finance, with deep expertise in global operations, U.S. government funding, audit and risk management, technology modernization, and organizational growth. Prior to joining WRI, he served as Chief Financial Officer at World Learning and previously held senior finance leadership positions at Project Concern International and World Vision, leading financial operations across Africa, Asia, Eastern Europe, and Latin America.

A Certified Public Accountant, Kote holds bachelor’s degrees in Law and Mathematical Economics from Tbilisi State University and an MBA from Georgetown University. He also serves on the Board of Directors of CORE Group, a global health nonprofit.

Laura Douglas, Senior Manager, Nonprofit Consulting, Aprio

Laura has over 20 years of experience serving the nonprofit sector. As a Senior Manager in the Non-Profit Consulting Group at Aprio, she has led accounting team and grant assessments, supported system selection and implementation engagements, guided clients through technical accounting matters, and prepared clients for financial statement and Uniform Guidance audits. Prior to joining Aprio, Laura was the Controller for the National Academy of Sciences, where she led the Academy’s full-service accounting operations, including overseeing the financial statement and single audit processes. Laura also held the role of Senior Accounting Manager at the National Geographic Society and began her career as an auditor focused exclusively on nonprofit organizations of all sizes. Laura earned a Bachelor of Arts in Business Administration, with a concentration in Accounting and a minor in Music, from Franklin & Marshall College. She is a licensed Certified Public Accountant in the Commonwealth of Virginia.

Laura Farrell, CFO, Share Our Strength

Laura Farrell is the Chief Financial Officer at Share our Strength (known for its No Kid Hungry campaign). In her role, she is responsible for the financial health of the organization and functions including accounting and reporting, financial planning and analysis, and treasury management, among others. Prior to joining Share Our Strength in 2023, Laura was the Chief Financial Officer at the National Trust for Historic Preservation. She has more than 15 years of nonprofit experience, including The Nature Conservancy and Inova Health System. Laura is a graduate of Washington & Lee University and is a licensed CPA in Virginia. Laura is also a board member for the Friends of Historic Pleasant Grove.

Lauren Hough-Flickinger, VP Resource Management, SpectrumCareers

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.

Lee Klumpp, Prof. Practice Group Tech. Principal, BDO

Lee Klumpp, CPA, CGMA, is the Assurance Technical Principal for Nonprofit, Healthcare, and Government within BDO’s Professional Practice Group. In this national leadership role, he provides technical accounting and auditing guidance across the firm and to clients operating in highly regulated, mission-driven environments. With more than 25 years of experience, he advises CFOs, audit committees, boards, and finance and accounting professionals on complex accounting standards, federal compliance, internal controls, and board governance.

Lee is widely recognized for his ability to interpret and apply accounting guidance in practical and strategic ways. His work spans the nonprofit, healthcare, and government sectors, where he supports executive teams and auditors navigating complex reporting, regulatory, and compliance challenges. He has deep technical expertise in FASB ASC 958 for nonprofits, FASB ASC 954 for healthcare entities, and Governmental Accounting Standards Board (GASB) requirements for state and local governments. His insights help entities improve financial transparency, operational effectiveness, and public accountability.

He currently serves on the American Institute of Certified Public Accountants (AICPA) Governing Council, contributing to national policy and standard-setting initiatives. He previously served on the AICPA Government Audit Quality Center (GAQC) Executive Committee, providing leadership on audit quality issues affecting recipients of federal funding. Earlier in his career, Lee completed a two-year fellowship at the Financial Accounting Standards Board (FASB), where he played a leading role in developing ASU 2016-14, the landmark standard that modernized nonprofit financial reporting.

Lee has also held leadership roles in the civic and professional sectors. He is a past president of the Greater Washington Society of CPAs (GWSCPA), where he led strategic initiatives supporting accounting professionals. He has served on the board of the Congressional Award Foundation, as president of Montgomery Community Media, and as treasurer of the Bethesda Chamber of Commerce—where he provided strategic financial oversight and strengthened stakeholder engagement.

In his advisory and assurance roles, Lee has worked with a wide range of organizations, including state and local governments, major regional and national health systems, various types of charities, higher education, professional associations and international nongovernmental organizations. He has also served as an expert witness in cases involving financial reporting matters, federal grant compliance, and governance matters across nonprofit, governmental, and healthcare settings.

A prolific thought leader, Lee regularly publishes insights and technical guidance through BDO’s Nonprofit & Governmental Insights, the Nonprofit Standard Newsletter, and CPA Practice Advisor. His 2025 publications address timely issues and forward-looking strategies in the nonprofit and public sectors.

Lee is frequently sought out by national media as a subject matter expert. He has been quoted in Accounting Today, Bloomberg, and various other professional and business publications on topics including nonprofit regulation, audit quality, financial resilience, and the impact of federal policy on tax-exempt organizations.

He is also a regular presenter at national and regional conferences hosted by the AICPA, ACPEN, and state CPA societies. He actively contributes to professional discourse on LinkedIn and other platforms, sharing insight on financial oversight, emerging standards, and the evolving role of finance in public sector.

He holds a Bachelor of Science in Accounting from the University of Maryland and is a licensed Certified Public Accountant (CPA) and Chartered Global Management Accountant (CGMA).

Through his leadership in technical accounting, public policy, client service, and board governance, Lee continues to advance financial integrity, transparency, and accountability across the nonprofit, healthcare, and government sectors.

Lindsay Dean, Partner, Audit, GRF CPAs & Advisors

Ms. Dean has worked in auditing and accounting since 2004 and 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.

Lisa Heller, Partner, GRF CPAs & Advisors

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.

As a partner and director of the Nonprofit Tax Department, Ms. Heller has extensive experience assisting clients with Form 990 and 990-T filings, federal and state/local exemption applications, IRS audit defense, communications with tax authorities, lobbying and political activities, unrelated business income analysis, taxable subsidiaries and related entities, international activity reporting, executive compensation reporting, 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 was honored with the 2026 GWSCPAs Champion of Women Award. She also serves as Vice Chair of the AICPA Exempt Organizations Tax Technical Resource Panel and was recently recognized on the Forbes 2026 Best-In-State CPAs list.

Lydia Wolf, Senior Wealth Advisor, Wilmington Trust Investment Advisors

Lydia is responsible for providing comprehensive wealth management advice to high net worth individuals and families, entrepreneurs, business owners, and foundations and endowments throughout the Washington, DC metropolitan region. She works closely with clients and their advisors to develop financial strategies to help clients meet their current needs and plan for their long term objectives. Lydia also coordinates the various services her clients require based on their unique needs, including investment management, planning, trust, private banking, and family office services. Lydia has more than three decades of experience advising both commercial and individual high net worth clients, with considerable experience in lending and investment advisory services. Her comprehensive background allows her to support clients in any stage of wealth creation, wealth preservation, and wealth transfer. Prior to joining Wilmington Trust, she was a senior private banker and advisor at Wells Fargo, leading a team effort for sourcing and structuring complex financing strategies for premium finance, commercial and residential real estate, aircraft, yachts, marketable collateral, and nonprofit entities. Earlier in her career, she worked for Chevy Chase/Capital One Bank in leadership roles advising high net worth families, professional practices, and government contracting businesses and owners. Lydia began her career on Wall Street working in International Corporate Banking where she was a global lender specializing in health care and pharmaceutical companies. She holds an MBA in finance from Adelphi University and a bachelor’s degree in business from the Mount Vernon College/GW University.

Mabel Imala, VP, Finance & Controller, American Clean Power Association

Mabel Imala, CPA, CMA, is the Vice President, Finance & Controller at the American Clean Power Association (ACP), where she oversees accounting, financial reporting, audit, and finance operations within a complex multi-entity nonprofit environment. She has over 15 years of experience in nonprofit finance and accounting, with expertise spanning financial reporting, grants management, budgeting, compliance, audit coordination, treasury operations, and internal controls.

Prior to joining ACP, Mabel served in senior finance leadership roles within mission-driven organizations. Throughout her career, she has led cross-functional finance initiatives, supported external audits, managed complex funding and allocation structures, and facilitated internal trainings on nonprofit accounting and operational best practices. Mabel is passionate about helping nonprofit organizations strengthen financial transparency, operational effectiveness, and strategic decision-making.

Mac Lillard, Principal, Risk & Advisory Services, GRF CPAs & Advisors

Mac Lillard leads the firm’s practices for Fraud, Forensics, and Valuation services. In addition, he performs a wide range of services related to Internal Audit and Risk Management, providing technical expertise to help clients build and maintain risk management processes, optimize systems through digital transformation projects, enhance controls for fraud prevention/detection, and improve their cybersecurity posture. He travels domestically and internationally to provide services to global organizations.

As a Principal, he leads planning, fieldwork, reporting, and ongoing communications for his engagements. He maintains numerous professional certifications that allow him to provide added value and a holistic experience on every client engagement. He prides himself on being a trusted advisor to all of his clients, making himself available year-round to answer questions, provide support, and advise on top risks and mitigation strategies Mr. Lillard has a broad range of experience, having served as a SOX monitor for a publicly traded company, internal auditor of campaign financing and reporting for a labor union’s election process, forensic investigator and litigation consultant for numerous cases and subject matter expert under co-sourced/outsourced internal audit arrangement.

Mr. Lillard was recognized for his leadership in the profession by CPA Practice Advisor in their 2025 “40 Under 40” award. He is also a recipient of the 2023 AICPA Technology Advisory Standing Ovation Award, which honors excellence in the accounting profession. He was also recently recognized on the Forbes 2026 Best-In-State CPAs list. He is a frequent speaker at conferences and professional seminars held by the Institute of Internal Auditors, Information Systems Audit and Control Association, Association of Certified Fraud Examiners, and Risk and Insurance Management Society, amongst others. He serves on the board and is the former VP of Programs for the Washington, DC Chapter of the Institute of Internal Auditors. He uses this wide range of knowledge to provide tailored solutions to his clients that help to incorporate next generation technologies and industry best practices into operations.

Mac also volunteers his time, serving on the Board and supporting committees for nonprofit organizations to assist them in aligning their strategic directives with risk mitigation activities throughout the year.

Mark Murphy, Chief Investment Officer, Raffa Investment Advisers

Mark Murphy, CFA, is Chief Investment Officer at Raffa Investment Advisers and has more than 15 years of direct experience serving as an OCIO and lead portfolio manager for nonprofit organizations and membership associations. As Chief Investment Officer, Mark works closely with investment committees and staff to implement policy-driven investment programs designed to balance liquidity needs, risk management, and long-term financial sustainability. He is known for his disciplined approach, attention to detail, and ability to translate complex investment concepts into clear, committee-ready guidance.

Mark is an active participant in the nonprofit and association community and has spoken on governance, fiduciary oversight, and nonprofit investing for organizations including the Greater Washington Society of CPAs, the AICPA, BoardSource, and the American Society of Association Executives. He is a Chartered Financial Analyst (CFA) and holds a Bachelor of Science in Business Administration with concentrations in Accounting and Finance from the University of Richmond.

Melissa Musser, Partner and Director, Risk & Advisory, GRF CPAs & Advisors

Ms. Musser is a partner at GRF with over 20 years of professional experience. She is the department director of the firm’s Risk and Advisory services, where she and her team deliver comprehensive assessments to help organizations proactively develop innovative strategies to mitigate and identify opportunities related to strategic, financial, compliance, operational, and IT risks. Her expertise includes establishing and maintaining Internal Audit Departments, strategic planning, optimizing internal controls, compliance, Enterprise Risk Management (ERM), and cybersecurity programs. Ms. Musser is honored for Excellence in Innovation in Consulting® Magazine’s 2022 Women Leaders in Technology awards and is a distinguished recipient of the 2018 AICPA Information Management and Technology Assurance (IMTA) Standing Ovation award. She is also the current president of the Washington, DC Chapter of the Institute of Internal Auditors. Prior to joining the firm, Ms. Musser spent 10 years in public accounting focusing largely on nonprofit organizations. Her career also includes four years in Internal Audit Management roles for global SEC companies where she led major transformation initiatives such as transitions to shared service centers, cybersecurity, SOX optimization, and the development of an ERM council. Additionally, Ms. Musser spent two years at the University Of Akron where she was responsible for ERP system upgrades and system integrations while also working as an adjunct faculty member teaching micro computer business applications. Ms. Musser is a proud CODA (Child of Deaf Adults) and has a passion for being of service to the Deaf and Nonprofit community at large. Ms. Musser has sat on numerous nonprofit boards throughout her career and actively volunteers.

Michael Sorrells, Owner, EO Tax Services LLC

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.

Paul Phelan, Senior Vice President, Gallagher

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.

Paul Preziotti, Partner, Johnson Lambert LLP

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.

A graduate of the University of Maryland, Paul holds both a Bachelor of Science in Accounting and a Bachelor of Science in International Business. He joined Johnson Lambert LLP immediately after graduation.

Paul is a frequent speaker on audit and accounting topics at various industry conferences and seminars. He is a distinguished alumnus of the AICPA Leadership Academy, an honor bestowed on fewer than 40 individuals nationally each year. In recognition of his contributions to the growth and enhancement of the accounting profession, he received the GWSCPA’s 2018 Outstanding Member in Public Practice Award.

He holds several prominent leadership roles, currently serving as the Chair of the AICPA’s Not-for-Profit Advisory Council and is a past chair of the GWSCPA’s Nonprofit Finance & Accounting Symposium. Additionally, Paul is actively involved in community service, serving as the Treasurer for St. John’s Community Services, Vice President & President Elect 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.

Rachel Werner, Principal, MyFedTrainer

Rachel Werner is the Principal at MyFedTrainer, a leading national compliance training consulting firm, and the Owner and CEO of RBW Strategy, a grants consulting firm located in the Washington, DC Metro area. Rachel began her career as a New York City public school teacher, which parlayed into a two-decade work career in the public sector. She has served as a grant writer for a community-based hospital, a nonprofit fundraiser for a human services organization, a grants manager at an education management organization, and a management consultant overseeing federal government contracts.

MyFedTrainer offers compliance training for groups and individuals to help them manage the complexities of federal grant awards. In 2025 alone, Rachel and her team have trained 20,000 groups and individuals. At RBW Strategy, she leads a virtual team of consultants that provides end-to-end grant support to nonprofit, public-sector, and for-profit clients. Rachel and her team members have 130 years of professional grants and fundraising experience— and have, combined, raised over $450 million and managed over $2.5 billion in federal grant awards.

She graduated from Vassar College with a Bachelor’s in Arts and received a Master’s Degree in Public Administration from New York University’s Wagner School of Public Service. She has also obtained a Certificate in Grants Management (2012), is a certified Project Management Professional (since 2014), and is a Certified Grants Professional (since 2010) and Grant Professionals Association Approved Trainer. She is actively involved with the Grant Professionals Association and National Grants Management Association and regularly conducts in-person and online training at national, state, and local conferences.

Raymond Ly, Tax Managing Director, KPMG, LLP

Ray is the DC Metro Practice Leader of KPMG’s Development and Exempt Organizations Tax Practice, where he provides advisory, consulting, and compliance services on complex tax matters. He serves a broad range of clients across the not-for-profit sector, including higher education institutions, healthcare organizations, humanitarian groups, private foundations, and pension trusts. With more than 25 years of experience, Ray brings deep expertise in navigating the evolving tax landscape for exempt organizations.

Ray has extensive experience advising on key issues such as Form 990 and 990-T reporting, unrelated business income, public charity classification, state and local tax matters, and IRS and state examinations. He also helps organizations address complex areas including alternative investments, international operations, compensation and benefits, tax-exempt bonds, and multi-entity structures. In addition to his client work, Ray is actively involved in industry groups such as the AICPA Exempt Organizations Technical Resource Panel and regularly speaks at leading nonprofit and higher education conferences.

Richard Cole, Partner, Forvis Mazars, LLP

Rick has more than 25 years of experience serving nonprofit organizations. He is Forvis Mazars’ Nonprofit and Education Industry Leader for the New York Metro Area, and is a member of its Higher Education Center of Excellence, which is an internal committee focused on addressing issues important to the higher education industry. Rick focuses on audits and advisory services for nonprofit and higher education organizations.

Before joining the firm in 2019, he worked at FASB, where he served as a supervising project manager for almost six years. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made; and ASU 2019-03, Updating the Definition of Collections. He also was coordinator for FASB’s Not-for-Profit Advisory Committee and Private Company Council. Prior to joining FASB, Rick was vice president and controller at a large national museum in New York for seven years and a senior manager with a large international accounting firm where he worked for 14 years and specialized in audits of higher education institutions and other nonprofit organizations.

Rick was a member of the AICPA’s Not-for-Profit Entities Expert Panel. He is a lecturer at Columbia University School of Professional Studies, in their Nonprofit Management program. He also has been a frequent speaker with NACUBO, the AICPA, and various state CPA societies.

He is a CPA in New York and New Jersey and is a member of the AICPA and New York State Society of Certified Public Accountants.

Rick is a graduate of Montclair State University, with a B.S. degree and an M.B.A. degree.

Robby Vanrijkel, Principal, Industry Specialty Service, BDO

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

Rosye Cloud, CEO, BrightonOne

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).

Sandra Feinsmith, Managing Director, Nonprofit Tax, BDO

With more than 25 years of tax experience, Sandra provides tax compliance and consulting services to a broad group of nonprofit clients. Her depth of experience focuses on universities, taxable subsidiaries of nonprofit organizations, private schools, private foundations, healthcare organizations (both for-profit and nonprofit), health and welfare organizations, and business leagues.

She is a member of BDO’s National Healthcare practice and is co-leader of BDO’s National Nonprofit Tax practice. She has been published in BDO’s newsletter, Nonprofit Standard.

Sandra has spoken about and published articles regarding healthcare and nonprofit tax issues both to internal and external audiences.

Sarah Loghin, Director, Nonprofit Advisory Services, Forvis Mazars

Sarah Loghin is a Director in Nonprofit Advisory Services with over 24 years of accounting, audit, and financial leadership experience. She works with nonprofit and higher education organizations to strengthen financial planning, improve operations, and align resources with strategic priorities. Sarah has served in a range of leadership roles, including Chief Financial Officer at a private university, and has extensive experience in audit preparation, financial modeling, and internal control design. She regularly supports organizations with operational assessments, budgeting and forecasting, and implementation of sustainable financial practices. A CPA, CMA, and CFE, Sarah is a frequent speaker on nonprofit finance, governance, and strategic resource allocation.

Scott Davis, Partner in Charge of NFP Srvs, Prager Metis CPAs

Scott Davis is a Partner at Prager Metis, a member of Prager Metis International Group. He is the Partner-in-Charge of the Not-for-Profit Services Practice and is a Certified Public Accountant licensed to practice in Virginia, North Carolina, Michigan, California, and Florida. Scott brings extensive experience serving a diverse array of nonprofits, including membership organizations, educational institutions, and charitable organizations. Scott is a VSCPA at-large board member, Chair of the VSCPA Education Foundation Scholarship Committee, and a member of the VSCPA Ethics Committee.

Shereen Mahoney, Partner, Wipfli, LLP

Shereen Mahoney is a Technology Consulting Partner in Wipfli’s Financial and Operational Systems practice. She has 30 years of experience in all aspects of accounting, financial, and business systems including sales and service delivery. She is passionate about helping clients select and implement ERP systems to help them run their organization more efficiently.

Shereen is an International Coaching Federation ACC certified executive coach, team developer and certified analyst in the Predictive Index (PI) assessment toolkit and EQ-i2.0 and EQ360 emotional intelligence instruments. She works closely with CEO’s and senior leaders as a personal leadership coach and helps executives develop high functioning teams.

Shereen has deep nonprofit expertise and spent five years leading Wipfli’s Nonprofit subindustry across the firm’s audit, tax, and consulting services. She also serves as Vice-President on the board for Wipfli Foundation which supports educational and community organizations that impact the localities in which Wipfli has a presence. Shereen also serves on the Board of Governors for the Greater Washington Society of CPA’s.

Prior to Wipfli, Shereen was CEO at Brittenford Systems, a nationally ranked Top 100 accounting software and technology consulting firm in the Washington, DC region for Sage Intacct, Dynamics GP, Dynamics SL and CIO Advisory services. Previously, she managed an Epicor practice at PricewaterhouseCoopers.

Shereen is a CPA and earned a Master of Science in Accounting, and a Bachelor of Business Administration in Accounting Information Systems from James Madison University. She is frequently recognized as a top executive and technology professional in her respective fields and is passionate about firm culture, associate engagement, developing people, driving growth, and solving client challenges.

Stephen King, Founder, The Fundraising Accountant

Stephen King, CPA, CGMA is an accounting innovator, nonprofit fundraiser, and lifelong champion for mission-driven organizations. He uniquely combines EY experience building global management accounting systems, with 40+ years helping nonprofits tell their donor story and make data driven decisions.

Steve started his nonprofit career at Amnesty International USA in 1989 where he served as Deputy Executive Director - Finance and Administration. In 1992 he took the lead over fundraising as Director of Development. Seeing the dawn of the Internet in 1995, Steve founded Virtual Growth Inc (VGI) - the first Client Accounting Service (CAS). He raised $43M and sold VGI to Insperity. In 2004 he started GrowthForce, a national CAS firm and sold that to G&A Partners in 2025.

Steve now serves as Executive Director of The Fundraising Accountant community which help nonprofit leaders use their numbers to treat donors like investors by applying management accounting, KPI dashboards, and outcome-based financial storytelling.

Steve Hopkins, Director, Wipfli, LLP

Steve Hopkins leads the leadership consulting team, as part of Wipfli’s Organizational Performance group, focused on helping clients develop their people, their culture and, ultimately, their organizations. For the past decade, Steve has led and championed leadership development and executive coaching programs through his consulting work, building on a career as a leader of people. Previous to that, Steve ran an international sales team for a manufacturing company that took him around the world; he served as the business unit manager for ACS (now Xerox); and he taught English and comp at the University of Kentucky. He is nothing if not eclectic.

Steve believes passionately in providing organizations with the framework, training and tools to enable their leaders to grow and develop effectively. Focused on providing clients with thoughtful—and thought-provoking—consultation, his greatest satisfaction comes from fostering employee performance, team integration and organizational development.

Steve Taylor, Director, Risk & Resilience, BDO

Steve is a leader in BDO’s Risk practice, helping organizations strengthen cyber resilience, manage risk, and navigate regulatory and security challenges. With more than two decades of experience, Steve advises business leaders on aligning risk strategies with business priorities.

Before joining BDO, Steve led Palo Alto Networks’ Global Risk & Resilience organization and directed the response to more than 100 major security incidents, including zero-day product vulnerabilities, data breaches, and geopolitical situations.

Tamara Vineyard, Partner, Forvis Mazars

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.

Theron Kelso, Director, CIO Advisory Practice, Wipfli, LLP

Theron Kelso, PMP, is a Director and senior advisor in Wipfli’s CIO Advisory practice, providing strategic technology leadership to nonprofits without the cost of a full-time IT executive. He previously held leadership roles at the Brookings Institution and The Nature Conservancy, where he advanced technology strategy in mission-driven environments. He helps organizations use technology to strengthen operations and better achieve their mission outcomes. Through structured, practical approaches, he improves efficiency, enhances donor and volunteer engagement, reduces risk, and elevates the beneficiary experience. With more than 25 years of experience across nonprofit, government, and education sectors, he brings deep, applied expertise to each engagement.

Todd Teresco, Managing Director - Nonprofit Tax, BDO

Todd brings more than 28 years of experience, with the last 18 years dedicated exclusively to 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 federal and state tax compliance services, Todd also provides consulting services for the 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.

Tom Ciolkosz, Senior Vice President, M&T Bank

Tom Ciolkosz is a Senior Vice President and Relationship Manager with M&T Bank, bringing more than 30 years of experience in the banking and finance industry. In this role, he leads the development and growth of commercial relationships throughout the Virginia, Maryland, and Washington, D.C. markets, with a strategic focus on clients in the education, not-for-profit, and trade association sectors.

Tom is an active member of the Greater Washington Society of CPAs (GWSCPA), where he chaired the 2022 Nonprofit Symposium and contributes to both the Membership and Programs Committees. His commitment to strengthening community health and support systems is reflected in his service on the Board of Directors for HealthWorks of Northern Virginia.

He is also involved with several professional organizations, including the American Society of Association Executives (ASAE) and the Nonprofit Financial Accountability Task Force. Tom is a graduate of the University of Virginia’s Darden School of Business and completed the Virginia Bankers School of Bank Management program in 2019.

Tom lives in Loudoun County with his wife, Rose, and together they are raising six boys. His experiences as a husband and father further enrich his dedication to community advancement, education, and service.

Tom Evans, CFO, Community Living Inc

Tom has been Chief Financial Officer of Community Living, Inc. (CLI) since November 2018. During this time, he has helped to lead the transition from the MDH DDA PCIS2 system to the MDH DDA LTSS system, as well as streamlined many financial operations. Tom is on the Executive Board for the MACS SIG (MACS Self-Insurance Group) and serves as the Treasurer. Also, Tom serves on the Cost-Containment Advisory Committee with Pareto Health, a nation-wide health care cooperative. In addition to financial aspects, Tom oversees the Transportation department (consisting of 55 fleet vehicles), as well as the Information Technology (IT) department with over 50 users. Tom has facilitated the networking of the users and is currently moving to an online SharePoint environment. Additionally, Tom helped to move the organization to a 3CX internet-based phone system, which has reduced costs dramatically.

Before CLI, Tom spent 5 years as the Finance Director for Service Coordination, Inc. Previous employment also consisted of several years as CFO for a local food distribution company, as well as stops in Washington, DC and Alexandria, VA working for international organizations and employee benefit plans.

Tom is a CPA in living in Hagerstown, Maryland. He graduated from George Mason University in Fairfax, VA with a BS in Accounting. Recently, Tom graduated from the Leadership Frederick County as part of the class of 2024, also known as the “Best Class Ever”.

Walter Dillingham, Director, Wilmington Trust Investment Advisors

Walter specializes in working with endowments, foundations, and nonprofit organizations to help them grow their endowments by takinga holistic approach. He advises clients with both their endowment and philanthropic objectives and provides value-added services that go beyond investing. As director of the Endowments & Foundations Practice for the U.S. markets, Walter is responsible for working with market leaders and wealth advisors in each region to lead the growth of this important business and to create a coordinated and consistent approach to working with our clients.With more than three decades of experience in the financial services industry, much of which focused on nonprofit and institutional clients, Walter has a unique perspective on the changing needs of the endowment and foundation marketplace. He has authored original research that has been covered by the financial press on a number of nonprofit sectors, including health care organizations, community colleges, public libraries, private schools, and religious organizations. Please visit our Research & Insights library to read Walter’s research papers.Walter is a recipient of Wilmington Trust’s Chairman’s Club Award, and he launched the firm’s successful Philanthropic Speaker Seriesin 2011, which showcases strategies for nonprofit organizations. He is also regularly called upon to speak at industry conferences and with key advisors in the philanthropic arena. Walter holds a master’s degree in philanthropy from New York University, an MBA from Babson College, and a bachelor’s degree in economics from Bates College. He is a CFA® charterholder and a member of the CFA Institute. He is also a member of the New York Society of Securities Analysts, the Philanthropic Planning Group of Greater New York, and the Healthcare Finance Management Association.Passionate about philanthropy and perpetuating the ability of nonprofits to impact their communities, Walter is a trustee and treasurer of Fisher College (Boston), a trustee at The Nancy Woodson Spire Foundation, and served on the Forest Hills Gardens Corp. Finance Committee. He is also an adjunct professor at NYU where he teaches Endowment Concepts and Practices and Philanthropy and Fiscal Management.

William Jones, Directorr, RSM US LLP

William is a leader at RSM specializing in Artificial Intelligence, Microsoft 365 modernization, and Copilot adoption. He helps organizations make AI practical, well-governed, and secure.

With deep experience in enterprise collaboration, SharePoint modernization, business process optimization, and AI-driven workflow design, William focuses on applying emerging technology to solve real operational challenges. He leads teams delivering end-to-end AI initiatives, spanning strategy, training, and adoption.

Over the past three years, William and his teams have supported AI transformation efforts for more than one hundred organizations, guiding them through a period of rapid change as AI reshapes how work gets done.