AICPA Not-for-Profit Industry Conference 2018 | Association of International Certified Professional Accountants (AICPA) | 18 June 2018 | Gaylord National Resort and Convention Center, 201 Waterfront St, National Harbor, MD 20745, USA

The 2018 AICPA Not-for-Profit Industry Conference is your opportunity to refine your planning reinforced by accounting, audit, tax, and regulatory and compliance updates from standard setters so that the organization you serve will be better positioned for the mission ahead.

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

2018 Speakers

Shannon Schuyler
Chief Purpose Officer, PwC

Andrew Prather
Committee Chair CPA, CGMA, Shareholder, Clark Nuber PS

Chris Cole
Committee Member, CPA, CGMA, CFF, CFE, Associate Director, Association of International Certified Professional Accountants

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

Ogochukwu Eke-Okoro
Committee Member, CPA, J.D., Lead Technical Manager - AICPA Tax Policy & Advocacy, AICPA

Kelly Farmer
Committee Member, CPA, Tax Director, University of Minnesota

Rachel Flanders
Committee Member, CPA, Principal, CliftonLarsonAllen LLP

Michael Forster
Committee Member, CPA, CGMA, Chief Operating Officer, Woodrow Wilson Center

Melisa Galasso
Committee Member, CPA, CGMA, Director, Audit Professional Practices, Cherry Bekaert LLP

Richard Locastro
Committee Member, CPA, J.D., Partner, Gelman, Rosenberg & Freedman CPAs

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

Dave Moja
Committee Member, CPA, Tax Partner, Capin Crouse LLP

Tracy Paglia
Committee Member, CPA, Partner, Moss Adams LLP

Rafael Roman
Committee Member, CPA, CIA, Senior Manager, Public Accounting, AICPA

Jane Searing
Committee Member, CPA, M.S. Taxation, Shareholder, Clark Nuber PS

Lori Sexton
Committee Member, CPA, CGMA, CBB, Senior Technical Manager, Management Accounting, AICPA

Scott Steffens
Committee Member, CPA, Partner, Grant Thornton LLP

Amy West
Committee Member, CPA, CGMA, Chief Financial Officer, AHRC New York City

Brian Zygmunt
Committee Member CPA, Partner, Crowe Horwath LLP

Barbara Berman, CMP
Staff, Manager, Conference Program Management, AICPA

Devin Brooks
Staff, Marketing Specialist, CPA.com

Samantha Cheek
Staff, Coordinator - Program Development, Meetings & Conferences, AICPA

Jessica Erickson
Staff, Sales, Morris Marketing, Inc.

Kathleen Horton
Staff CMP, Conference Manager, AICPA

Carey Mitchell
Staff CPA, Senior Manager - Portfolio Development & Management, AICPA

Zach Weiner
Staff Conference Product Marketing Manager, CPA.com,

Eddie Adkins
CPA, Partner, Grant Thornton LLP

Indhira Arrington
Diversity Talent Acquisition, Wells Fargo

Jennifer Becker Harris
CPA, M.S. (Taxation), Shareholder, Clark Nuber PS

Jody Blazek
CPA, Partner, Blazek & Vetterling

Tracy Boak
J.D., Attorney/Partner, Perlman & Perlman, LLP

James Brackens
CPA, CGMA, Vice President - Ethic and Practice Quality, AICPA

Fran Brown
CPA, Partner, Capin Crouse LLP

Anthony Carlozo
Consultant, Trion

Brad Caruso
CPA, Partner, WithumSmith+Brown

Cathy Clarke
CPA, Chief Assurance Officer, CliftonLarsonAllen LLP

Stephen Clarke
J.D., Executive Director, EY

Gordon Clay
J.D., Senior Legislation Counsel, United States Congress

Chris Cole
CPA, CGMA, CFF, CFE, Associate Director, Association of International Certified Professional Accountants

Richard Cole
CPA, CGMA, Supervising Project Manager, Financial Accounting Standards Board

Robert Conrad
Senior Business Development Manager - CGMA, AICPA

Spencer Conroy
CPA, Vice President for Finance, University of St. Thomas

Robert Cummings
CPAm, Partner, Mazars USA LLP

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

Diane Edelstein
CPA,Partner, Maher Duessel

Jennifer Elder
CPA, CGMA, CFF,President, The Sustainable CFO

Kenneth Euwema
Vice President - Controller, United Way Worldwide

Kelly Farmer
CPA, Tax Director, University of Minnesota

Daniel Figueredo
CPA, CGMA, Assurance Partner, BPM LLP

Rachel Flanders
CPA, Principal, CliftonLarsonAllen LLP

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

Erica Forhan
CPA, CGMA, Partner, Moss Adams LLP

Michael Forster
CPA, CGMA, Chief Operating Officer, Woodrow Wilson Center

Diane Fraber
CPA, Director, Financial Reporting and Control, USO Inc.

Jeffrey Frank
CPA, Director, Deloitte Tax LLP

Divya Gadre
CPA, Audit Director, BDO USA, LLP

Melisa Galasso
CPA, CGMA, Director, Audit Professional Practices, Cherry Bekaert LLP

Anthony Hargreaves
Principal, IT Audit & Assurance, Clark Nuber PS

Melissa Harman
CPA, Partner, Moss Adams LLP

Lauren Haverlock
CPA,Senior Manager, Moss Adams LLP

Jennifer Hoffman
CPA, Partner, Grant Thornton LLP

Bruce Hopkins
J.D., LL.M. (Taxation), Principal, Bruce R. Hopkins Law Firm, LLC

William Jarvis
J.D., Managing Director, U.S. Trust

Brandy Keller
Director of Product Marketing, Nonprofit Solutions, Community Brands

Elizabeth Kingsley
J.D., Partner, Harmon, Curran, Spielberg & Eisenberg, LLP

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

Deborah Kosnett
CPA, Tax Principal, Tate & Tryon CPAs

Elizabeth Krisher
CPA, President, Maher Duessel

John Kroll
CPA, Associate Vice President for Finance and Administration, University of Chicago

Ellen Labita
CPA, Partner, Baker Tilly

Mitchell Lewis
CPA, Partner, Mazars USA LLP

Christopher Liedel
President, Smithsonian Enterprises

Richard Locastro
CPA, J.D., Partner, Gelman, Rosenberg & Freedman CPAs

Ruth Madrigal
J.D., Partner, Steptoe & Johnson

John Mattie
CPA, Partner, PwC

Carl Mayes
CPA, Senior Technical Manager, AICPA

Kimberly McCormick
CPA, Partner, Grant Thornton LLP

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

James Meyer
CPA, Solution Specialist, Adaptive Insights

Stuart Miller
CPA, Partner, Crowe Horwath LLP

Carey Mitchell
CPA, Senior Manager - Portfolio Development & Management, AICPA

Dave Moja
CPA, Tax Partner, Capin Crouse LLP

Carolyn Mollen
CPA, Chief Financial Officer, Independent Sector

Lucy Morgan
CPA, Director, MyFedTrainer.com

Cameron Morrissey
Principal, CLM Consulting

Dennis Morrone
CPA, CGMA, Partner, Grant Thornton LLP

James Mulroy
CPA, CGMA, Partner, WithumSmith+Brown PC

Dan Murphy
Sr. Controller, Communities In Schools of Central Texas

Mandy Nelson
CPA, Partner, KPMG LLP

Ash Noah
CGMA, VP External Relations, AICPA

Mark Oster
National Managing Partner, Not-for-Profit and Higher Education Practices, Grant Thornton LLP

Tracy Paglia
CPA, Partner, Moss Adams LLP

Anthony Panico
CPA, Partner, WithumSmith+Brown, PC

Hilda Polanco
CPA, CGMA, CEO/Founder, FMA

John Pomeranz
J.D., Partner, Harmon, Curran, Spielberg & Eisenberg, LLP

Andrew Prather
CPA, CGMA, Shareholder, Clark Nuber PS

Nancy Proctor
Co-chair, MW Conferences

Philip Proctor
Director, Media & Learning Technologies, AHRC New York City

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

Janice Ratica
CPA, J.D., Managing Director, Tax, KPMG LLP

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

Troy Rector
CPA, Principal, Clark Nuber PS

Rick Reeder
CPA, CGMA, Partner, Reeder & Associates, PA

Alexander Reid
J.D., Partner, Morgan Lewis & Bockius LLP

Jennifer Richards
CPA, Senior Manager, Crowe Horwath LLP

Ronald Ries
CPA, CGMA, Consultant, Self-Employed Consultant

Angela Robertson
CPA, Sr. Solution Consultant, Oracle + Netsuite

Liz Rock
Associate Manager - Enterprise Social Media, Association of International Certified Professional Accountants

Shaara Roman
MBA, Founder & Managing Partner, The Silvrene Group

Rafael Roman
CPA, CGMA, Senior Manager, Association Of International Certified Professional Accountants

Laura Roos
CPA,Partner, Moss Adams LLP

Michael Santay
CPA, ASB Chair, Grant Thornton LLP

Curtis Saueressig
Senior Manager, KPMG LLP

Jeffrey Schragg
CPA, J.D., Partner, BDO USA, LLP

Shannon Schuyler
Chief Purpose Officer, PwC

Jane Searing
CPA, M.S. Taxation, Shareholder, Clark Nuber PS

Scott Steffens
CPA, Partner, Grant Thornton LLP

Mark Steranka
Partner, Moss Adams LLP

Tim Stiles
CPA, Partner, KPMG LLP

James Summer III
CPA, Executive Director, Ernst & Young LLP

Israel Tannenbaum
Senior Manager, Mazars USA LLP

Johnnie Thomas
Senior Program Manager, Microsoft

Katie Thornton
CPA, Partner, Plante Moran, PLLC

Dale Tuttle
Partner, Withum Digital

Pete Ugo
CPA, Partner, Crowe Horwath LLP

John Valenzuela
CPA, Sole Practitioner, John Gregory Valenzuela

Margaret Von Lienen
CPA, Director, Exempt Organizations, Tax Exempt and Government Entities Division , IRS

Charles Watkins
J.D., Attorney, Webster, Chamberlain & Bean

Alex Weekes
CPA, Principal, ML Weekes & Company, PC

Rick Wentzel
CPA, NFP Audit Partner, Grant Thornton LLP

Amy West
CPA, CGMA, Chief Financial Officer, AHRC New York City

Ashley Whitaker
CPA, Lead Manager, Not-for-Profit Content Development, AICPA

Brittney Williams
CPA, Partner, Heinfeld, Meech & Co.

Andrea Wilson
Principal, BDO USA, LLP

Christopher Woodin
Tax Law Specialist, IRS

Karen Wu
J.D., Partner, Perlman & Perlman, LLP

Brian Yacker
CPA, J.D., Managing Partner, YH Advisors

Brian Zygmunt
CPA, Partner, Crowe Horwath LLP

Jennifer Becker Harris
CPA, M.S. (Taxation), Shareholder, Clark Nuber PS

Jody Blazek
CPA, Partner, Blazek & Vetterling

Jennifer Gilardi
J.D., Director, Tax and Financial Planning, Margaret A. Cargill Philanthropies

Elizabeth Goldsberry
Managing Director, The Kresge Foundation

Tomer Inbar
J.D., LL.M. (Taxation), Partner, Patterson Belknap Webb & Tyler

Kenneth Jones
MBA, MA (Applied Economics), Vice President and CFO, The Annie E. Casey Foundation

Elizabeth Kingsley
J.D., Partner, Harmon, Curran, Spielberg & Eisenberg, LLP

Christopher Knapp
CEO, Collaboration Capital

Deby MacLeod
CPA, CGMA, Shareholder, Clark Nuber PS

Ruth Madrigal
J.D., Partner, Steptoe & Johnson

Kathryn Okimoto
CPA, Principal, Clark Nuber PS

Amy Robinson
CPA, CGMA, VP, CFO & CAO, Kresge Foundation

Amy Ryan
J.D., Counsel, Arnold & Porter

Jane Searing
CPA, M.S. Taxation, Shareholder, Clark Nuber PS

Morey Ward
J.D., LL.M (Taxation), Counsel, Ropes & Gray LLP

2018 Sponsors and Exhibitors

PLATINUM SPONSORS:
• BDO

GOLD SPONSORS:
• Grant Thornton
• Community Brands

SILVER SPONSOR:
• Mazars

SPONSORS:
• Marsh & Mclennan Agency
• Trion
• Clifton Larson Allen
• US Trust
• Sage Intacct
• Gellman, Rosenberg & Freedman

EXHIBITORS:
• AICPA Learning
• AICPA Store
• BDO USA LLP
• Blackbaud
• BPM LLP
• CliftonLarsonAllen
• Community Brands
• CPA.com
• Crowe Horwath
• Gelman, Rosenberg & Freedman CPAs
• HUB International
• Mazars USA LLP
• Nonprofits Insurance Alliance Group
• Pacific Life - Retirement Solutions Division
• PayPool
• Questica Ltd.
• Sage Intacct
• Trion, a Marsh & McLennan Agency LLC
• U.S. Trust
• Your Part Time Controller, LLC