AICPA Not-for-Profit Industry Conference 2020 | Association of International Certified Professional Accountants | 22 June 2020 | VIRTUAL EVENT

Shattering the uncertainty, navigating with confidence

It’s all too easy to get distracted by ambiguity in these disruptive times. The AICPA Not-for-Profit Industry Conference will provide the clarity you need to optimize your core strategies and refine your planning — reinforced by accounting, audit, tax, and regulatory and compliance updates from standard setters — so that the organization you serve can navigate with confidence.

Attendees may request Yellow Book credits for this conference.
• Auditors must use professional judgment when determining and documenting if these sessions qualify for Yellow Book CPE in accordance with the • • • Government Accountability Office, Government Auditing Standards, December 2011 Revision, and Guidance on GAGAS Requirements for Continuing • Professional Education, April 2005, GAO-05-568G

Who Should Attend
• CPAs, CGMA designation holders, accountants, consultants, tax advisers, auditors and other financial managers with not-for-profit clients
• NFP financial executives, including CFOs, CEOs/executive directors, controllers, directors of finance and board trustees
• Fiscal managers and staff at not-for-profits
• Professionals seeking CPE credits in the not-for-profit field, including qualifying Yellow Book CPE
• Professionals new to the not-for-profit industry

2020 Speakers

Jennifer (Arminger) McCahill
GRF

Charles Barley Jr
RSM US LLP

Meghan Biss
J.D. of Counsel, Caplin & Drysdale, Chartered

Monique Booker
SB & Company, LLC

Eve Borenstein
JD Principal (ERB LLC) / Of Counsel (Harmon Curran), Eve Rose Borenstein LLC (training/speaking) / Harmon Curran Spielberg & Eisenberg LLP (legal practice)

Christine Botosan
PhD, CVA, CPA (Canada), Board Member, Financial Accounting Standards Board

Jennifer Brenner
CPA, CFE, Vice President, Controller, World Vision

Paul Calabrese
GRF CPAs & Advisors

Richard Cole
CPA, CGMA Partner, BKD

Monica Dalwadi
Managing Partner - DC Metro Region, Baker Tilly

Chris DuKate
CPA Principal, Capin Crouse

Jennifer Elder
CSP, CPA, CGMA, CFF, CMA, CIA, President, The Sustainable CFO

Mike Engle
BKD, LLP

Tokumbo Falayi

Alyssa Federico
Senior Vice President, Finance, Foundation For The Carolinas

Mary Foelster
CPA, CGMA, Senior Director, Governmenal Auditing and Accounting, AICPA

Erica Forhan
CPA Partner, Moss Adams LLP

Chad Franks
JD, Principal, KPMG

Carianne Geerts
CPA Manager, CliftonLarsonAllen

Melissa Harman
CPA Partner, Moss Adams

Jennifer Harris
Tax Shareholder, Clark Nuber

Sharon Heinle
CPA, CGMA Associate Vice President & Controller, George Mason University

Jenny Herrera
Citrin Cooperman

Jennifer Hoffman
CPA Partner, Grant Thornton LLP

Curtis Klotz
CPA Director of Nonprofit Finance, CLA

Elizabeth Krisher
CPA President, Maher Duessel

Ofer Lion
Co-Chair of ABA Section of Taxation, Subcommittee on UBIT Partner, Seyfarth Shaw LLP

Richard Locastro
CPA, JD Partner, GRF CPAs & Advisors

Danny Martinez

Sarah McConnell
CPA Partner, Johnson Lambert

Kimberly McCormick
Partner, Moss Adams

Jeffrey Mechanick
CPA, CGMA Assistant Director, Financial Accounting Standards Board

Dave Moja
CPA, Moja & Company

Carolyn Mollen
CPA Resources for the Future

Amanda Nelson
CPA Partner, KPMG

Ash Noah
CPA, CGMA Managing Director, CGMA Learning, Education and Development, AICPA

Amisha Patel
CPA Johnson Lambert

Catherine Pennington
CPA, CGMA, MBA Principal, Catherine M. Pennington, CPA, LLC

John Pomeranz
JD, LLM Partner, Harmon, Curran, Spielberg & Eisenberg, LLP

Andrew Prather
CPA, CGMA, Shareholder, Clark Nuber P.S.

Edward Priem
Chief Financial Officer, Junior Achievement USA

Kelly Rancourt
CPA Senior Manager, Clark Nuber, PS

Kris Ray
CPA NFP Industry Technical Leader, Plante Moran, PLLC

Troy Rector
Clark Nuber

Alexander Reid
J.D., LL.M. (Taxation), Partner, Morgan Lewis & Bockius LLP

Shaara Roman
MBA Founder & CEO, The Silverene Group

Arun Sardana
CIMA, MBA, Managing Director, SPG Fiduciary Partners of Raymond James

Thomas Sneeringer
CPA Partner, RSM US LLP

Mark Sutton
United Way Worldwide

Joyce Terry
MBA, CPA, CGMA Principal, Joyce Terry, CPA

Sibi Thomas
CPA, CFE, CGMA Partner, Marks Paneth LLP

Amanda Ward
CPA Partner, Plante Moran

Seth Weener
CPA Senior Manager, Crowe LLP

Andrea Wilson
BDO

Brian Yacker
CPA/JD Managing Partner, YHA

John Crawford
Partner, EY

Jeff Frank
CPA Mannaging Director, Deloitte Tax LLP

Lindsey Oakley
CPA Partner, BKD, LLP

Tracy Paglia
CPA Partner, Moss Adams LLP

Elaine Cahoon
CPA, CGFM, CISA Senior Manager, KPMG, LLP

Laurie De Armond
CPA Partner, National Nonprofit and Education Leader, BDO USA, LLP

Bob Dohrer
CPA , CGMA Chief Auditor, AICPA

Divya Gadre
CPA Audit Director, BDO

John Griffin
CPA, CGMA SVP, Controller, AARP

Nico Guetatchew
CISA Manager, Security and Privacy Risk Consulting, RSM US LLP

Deborah Kosnett
CPA, Tax Principal, RSM US LLP

Ellen Labita
CPA Partner, Baker Tilly

Ruth Madrigal
J.D. Principal, Washington National Tax, KPMG

Dennis Morrone
CPA Partner, Grant Thornton LLP

Hilda Polanco
CPA, CGMA, CCSA&reg, Founder & CEO | Fiscal Management Associates

Elinor Ramey
J.D. Attorney Advisor, Office of Tax Policy | U.S. Department of the Treasury

David Rottkamp
CPA Partner, GRASSI

Jane Searing
CPA, Shareholder, Deloitte

Scott Steffens
CPA Partner, Grant Thornton

Alex Weekes
CPA Principal, ML Weekes & Company, PC

Amy West
CPA/CGMA Executive Vice President & Chief Financial Officer, AHRC New York City

Anne Bushman
RSM

Scott Konrad
Senior Vice President & Not-for-Profit Practice Leader, HUB International Limited