Speakers John Amirante CIMA®, CFP ®, CPFA®, CAP® Senior Portfolio Advisor - Senior Financial Advisor Merrill Lynch Wealth Management - The Beacon Group Christopher Anderson CPA Shareholder Maloney + Novotny LLC Albert Arazi Tax - Senior Manager Grant Thornton LLP Taylor Armstrong CISA, CTO, CAPM Managing Consultant | Forvis Cyber, IT Risk Services FORVIS Christopher Arneson Senior Tax Policy Advisor U.S. Senate Finance Committee Joan Benson Director, Nonprofit Industry Sage Intacct Meghan Biss J.D. Of Counsel Caplin & Drysdale, Chartered Tracy Boak J.D. Attorney/Partner Perlman & Perlman, LLP 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 Scott Brown Partner PKF O'Connor Davies, LLP Lynne Camillo Acting Deputy Associate Chief Counsel IRS Philip Camporeale Portfolio Manager Multi-Asset Strategy Team JPMorgan Asset Management Jennifer Casacchia CPA Director, Not-for-Profit and Higher Education Practices SIKICH LLP Gordon Clay J.D. Senior Legislation Counsel Joint Committee on Taxation, U.S. Congress Richard Cole CPA, CGMA Partner / Nonprofit and Education FORVIS Crystal Cooke Director - Diversity & Inclusion Association of International Certified Professional Accountants John Crawford CPA, JD Partner Ernst & Young LLP Jennifer Cruverkibi CPA Partner Maher Duessel Nathanael DeJonge J.D. Senior Technician Reviewer, IRS Office of Chief Counsel Internal Revenue Service Chris DuKate CPA Partner Capin Crouse Ashley Edwards Senior Manager- Human Capital Services Grant Thornton Judy Enders Manager CLA Alyssa Federico Senior Vice President, Finance Foundation For The Carolinas Rachel Flanders CPA Principal CliftonLarsonAllen LLP Mary Foelster CPA, CGMA Senior Director, Governmental Auditing and Accounting AICPA Erica Forhan CPA Partner Moss Adams LLP Jeffrey Frank CPA Managing Director Deloitte Tax LLP Kelly Frank CPA, CGMA Partner Crowe, LLP Divya Gadre CPA Audit Partner BDO Jean Gilbert Partner Marcum LLP Sanjay Godhwani EVP, Head of North America Underwriting Berkshire Hathaway Specialty Insurance Joe Gonzalez Sales Manager Community Brands Bob Green CPA, CGMA, CITP Lead Partner -SL Business Informatics SingerLewak, LLP Andrew Grossman Chief Tax Counsel Committee on Ways & Means Melissa Harman CPA Partner Moss Adams Jennifer Harris CPA Tax Shareholder Clark Nuber Lauren Haverlock CPA Partner Moss Adams Bart Hawley MBA Director, Outsourced CFO CliftonLarsonAllen LLP Lisa Heller CPA Senior Director RSM US LLP Jennifer Hoffman CPA National Not-for-Profit Audit Leader Grant Thornton LLP Kristin Hogan CPA Senior Manager Johnson Lambert LLP Jeffrey Horn President & CEO BOMI International Darren Hulem Supervisor GRF CPAs & Advisors Cynthia Hutchins ChSNC, CRPC Director of Financial Gerontology, Dir Retirement Services Bank of America Merrill Shawn Kanungo Innovation Strategist Strategy in a World of Disruption Tricia Katebini CPA, MBA Partner GRF CPAs & Advisors Scott Konrad Senior Vice President & Not-for-Profit Practice Leader HUB International Limited Elizabeth Krisher CPA Chairman/CEO MaherDuessel Frank Kurre CPA Managing Director - Global Account Management Leader and Global Not-for-Profit & Higher Education Industry Leader Protiviti Inc. Ellen Labita CPA Partner and Not-for-Profit Team Leader Baker Tilly US, LLP Heather LeVan Principal Demand Generation Marketing Manager, FinTech Blackbaud Mac Lillard CFE, CPA, CISA, CITP, PCIP Supervisor GFR CPAs & Advisors Ofer Lion Co-Chair of ABA Section of Taxation, Subcommittee on UBIT Partner Seyfarth Shaw LLP Richard Locastro CPA, JD Partner, Director Non-Profit Tax GRF CPAs & Advisors Amber MacKenzie J.D., LL.M. Taxation Attorney Advisor U.S. Department of the Treasury Ruth Madrigal J.D. Principal KPMG Max Manley CPA Audit Partner GRF CPAs & Advisors J. Calvin Marks CPA Senior Manager Johnson Lambert LLP Carl Mayes CPA Associate Director - CPA Quality and Evolution AICPA Sadie Mayle CPA, AICPA Certified Advanced Single Audit Specialist Senior Manager Plante Moran Kim McCormick CPA Partner, Audit Services Grant Thornton Gina McDonald CPA Managing Director BDO FMA Karl McTaggart Vice President, Planned Giving Client Product Specialist PNC Institutional Asset Management® Jeffrey Mechanick CPA, CGMA Assistant Director Financial Accounting Standards Board Benjamin Menenberg CPA Executive Pastor Highlands Community Church Dave Moja CPA Moja & Company Carolyn Mollen CPA Vice President, Finance & Administration Resources for the Future Dennis Morrone CPA National Managing Partner -Not-for-Profit Industry Practices Grant Thornton LLP Niladri Mukherjee Managing Director Head of Portfolio Strategy Bank of America Merrill Lynch Melissa Musser CPA, CITP, CISA Principal GRF CPAs & Advisors Amanda Nelson CPA Partner KPMG Shelby Netz CPA, MST Senior Tax Manager Baker Tilly US, LLP Lindsey Oakley CPA Partner FORVIS Tracy Paglia CPA Partner Moss Adams Barry Payne Director - External Relations, Management Accounting Association of International Certified Professional Accountants Catherine Pennington CPA, CGMA, MBA Principal Catherine M. Pennington, CPA, LLC Ted Phillips CPA, CGMA CFO American Kennel Club Ksenia Popke CPA, JD Partner Eide Bailly LLP Andrew Prather CPA, CGMA Shareholder Clark Nuber P.S. Paul Preziotti CPA Partner Johnson Lambert LLP LaQuanda Prince Finance Manager Coca-Cola Scholars Foundation Adam Proger VIce President - Wealth Management, Institutional Consultant SPG Fiduciary Partners of Raymond James Kelly Rancourt CPA Principal Clark Nuber Kris Ray CPA NFP Industry Technical Leader Plante Moran, PLLC Sarah Reichling CPA Principal CLA Alexander Reid J.D., LL.M. (Taxation) Partner BakerHostetler LLP Julie Remmelts Vice President of Operations and Finance Headwaters Foundation for Just Nicholas Rivera CPA, FHFMA, CHFP Senior Manager FORVIS Shaara Roman MBA Founder & CEO The Silverene Group Daniel Romano Partner-in-Charge, National NFP Tax Practice Grant Thornton LLP Jeff Rosenberg CFA Managing Director BlackRock David Rottkamp CPA Partner, Nonprofit Practice Leader GRASSI Johnny Sanders Senior Managing Consultant FORVIS Carole Santilli CPA Manager Your Part-Time Controller, LLC Jeff Schulze Chief Investment Strategist Clearbridge Investments Jane Searing CPA Managing Director Deloitte Tax LLP, Global Center for Excellence in Philanthropy Mark Seebeck Senior Director of Finance and Administration Missouri Foundation for Health Howard Siegel CEO Irwin Siegel Agency Thomas Sneeringer CPA Partner RSM US LLP Joyce Terry MBA, CPA, CGMA Principal Joyce E Terry, CPA, LLC Kirstie Tiernan Principal BDO Ricardo Trujillo CPA, CITP, CISA Partner GRF CPAs and Advisors Robby Vanrijkel Mr BDO Amanda Ward CPA Partner Plante Moran Peter Warren Account Executive Community Brands Alexander Weekes CPA Principal ML Weekes & Company, PC Lewis Weitzman CPA Manager BDO Amy West CPA/CGMA Executive Vice President & Chief Financial Officer AHRC New York City Ashley Whitaker CPA Lead Manager, Not-for-Profit Content Development AICPA Chérie Williams CPA Tax Manager Moss Adams Craig Wories CPA Partner RSM US LLP Brian Yacker CPA/JD Partner Baker Tilly