Speakers Ben Aase Principal CliftonLarsonAllen LLP John Alfonso CPA, CGMA Partner and Not-for-Profit & Education Industry Leader CohnReznick LLP 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 Natalie Anderson Sr. Nonprofit Industry Marketing Manager Sage Intacct, Inc. Joseph Arnone CPA, CGMA Partner CohnReznick LLP Shannon Bartlett JD Chief Diversity, Equity & Inclusion Officer National Geographic Society Elizabeth Bell Attorney, Tax Counsel U.S.Ways and Means Committee, U.S. House of Representatives Mo Bell-Jacobs Senior Manager, State and Local Tax RSM US LLP - Washington National Tax Meghan Biss J.D. Of Counsel Caplin & Drysdale, Chartered Jackie Black Senior Manager, Managed Services, Accounting Marcum LLP Tracy Boak J.D. Attorney/Partner Perlman & Perlman, LLP Robert Botkin Associate Parker Poe Christine Botosan PhD, CVA, CPA (Canada) Board Member Financial Accounting Standards Board Samantha Bowling CPA CFE CGMA Partner Garbelman Winslow CPAs Cynthia Bowman Chief Diversity and Inclusion and Corporate Social Responsibility Officer Bank of America Lynne Camillo Deputy Associate Chief Counsel (EEE), Exempt Organizations and Employment Taxes, Internal Revenue Service. IRS Ann Cammack Attorney, Tax Counsel US Senate Finance Committee, Majority Staff Jennifer Casacchia CPA Director, Not-for-Profit and Higher Education Practices SIKICH LLP Alyssa Cerretti CPA, CGMA Accounting Manager World Vision Paul Chobanian CPA Vice President of Finance Plan International USA Richard Cole CPA, CGMA Partner / Nonprofit and Education FORVIS Taryn Crane Managing Director, US Leader of Privacy & Data Protection Services BDO Brittain Cunningham Director - International Tax Moss Adams, LLP Jeremy Dane Managing Director BDO Natalie De La Calle-Tremblay Alternative Investments Specialist Merrill, a Bank of America Company Jennifer Elder CSP, CPA President, CEO/Owner The Sustainable CFO Kelly Fisher Sr. Director BDO Rachel Flanders CPA Principal CliftonLarsonAllen LLP Mary Foelster CPA, CGMA Senior Director, Governmental Auditing and Accounting AICPA Erica Forhan CPA Partner Moss Adams LLP Kelly Frank CPA, CGMA Partner Crowe, LLP Wayne Frederick M.D., MBA President Howard University Leslie Friedlander Assistant Attorney General Texas Attorney General Yael Fuchs J.D. Partner Sedreddine & Whoriskey, LLP Jeffrey Gabello Supervising Project Manager Financial Accounting Standards Board Divya Gadre CPA Audit Partner BDO Dimple Gosai CFA Head of U.S. Environmental, Social and Governance (ESG) Research Bank of America Global Research Karen Gries CPA Director Baker Tilly US LLP David Hanson Esquire Chief Financial and Operating Officer The Branson School Melissa Harman CPA Partner and Higher Education National Practice Leader Moss Adams Jennifer Harris CPA Tax Shareholder Clark Nuber Edwin Harvey Manager Your Part-Time Controller, LLC Lauren Haverlock CPA Partner Moss Adams Lisa Heller CPA Senior Director RSM US LLP Jennifer Hoffman CPA National Not-for-Profit Audit Leader Grant Thornton LLP Diara Holmes CPA Partner Loeb & Loeb LLP Ryan Jenkins CSP WSJ Bestselling Author & Speaker RyanJenkins.com Wayne Kaplan Interim CFO Makosi Christina Karahalios Chief Financial and Operating Officer Museum of the Moving Image Erika Karp Chief Impact Officer Pathstone Lindsey Kennimer CPA Partner Snow Garrett Williams Elizabeth Kim Supervising Deputy Attorney General CA Department of Justice, Office of the Attorney General Matthew Lang Principal/Digital CLA Rachel Levy Associate Chief Counsel, Employee Benefits, Exempt Organizations, and Employment Taxes at IRS, Office of Chief Counsel IRS, Office of Chief Counsel Shane Lloyd MPH Head of Diversity, Inclusion and Belonging Baker Tilly US, LLP Richard Locastro CPA, JD Partner, Director Non-Profit Tax GRF CPAs & Advisors Panagiota Mahendru CGMA EVP & CFO Low Income Investment Fund Nancy Marc-Thrasybule CPA, CGMA Associate Technical Director, Management Accounting Association J. Calvin Marks CPA Senior Manager Johnson Lambert LLP Carl Mayes CPA Senior Director - Audit and Accounting Quality AICPA & CIMA Sadie Mayle CPA Senior Manager Plante Moran Kim McCormick CPA Partner, Audit Services Grant Thornton Jeffrey Mechanick CPA, CGMA Assistant Director Financial Accounting Standards Board Shirley Milton SPHR, SHRM-SCP Director, Managed Services, Human Resources Marcum, LLP Dave Moja CPA Moja & Company Carolyn Mollen CPA Vice President, Finance & Administration Resources for the Future Nicholas Mowbray Counsel BakerHostetler George Muñoz CPA, J.D. President Muñoz Group Yulia Murzaeva Managing Director GHJ Nic Nunn-Faron Senior Manager, Community Resilience & Sustainability BDO USA, LLP Lindsey Oakley CPA Partner FORVIS Frances Olson CPA, MST Tax Senior Manager Clark Nuber Stephanie Otero CPA Associate Director NFP AICPA & CIMA Tracy Paglia CPA Partner Moss Adams Krista Pankop CPA Partner Baker Tilly US, LLP Barry Payne Director - External Relations, Management Accounting AICPA & CIMA 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 Sean Prince Partner, National Office Crowe LLP Preston Quesenberry Managing Director KPMG Elinor Ramey J.D. Partner Steptoe & Johnson LLP Kris Ray CPA NFP Industry Technical Leader Plante Moran, PLLC Troy Rector CPA, CGMA Shareholder Clark Nuber P.S. Alexander Reid J.D., LL.M. (Taxation) Partner BakerHostetler LLP David Rottkamp CPA Partner, Nonprofit Practice Leader GRASSI & CO. Jeff Schulze CFA Director, Head of Economic and Market Strategy ClearBridge Investments William Schwab CPA, CGMA Data Visualization Manager Your Part-Time Controller, LLC Jane Searing CPA Managing Director Deloitte Tax LLP, Global Center for Excellence in Philanthropy Dennis Shine Partner-in-Charge, Managed Services, Accounting Marcum, LLP Brian Slusarz Senior Director, Accounting & Reporting World Vision, Inc. Thomas Sneeringer CPA Partner RSM US LLP Janice Stucke CFO Achieving the Dream Rachel Stushek CPA Professional Practice Director Grant Thornton LLP Israel Tannenbaum Partner Withum Tawana Thomas-Johnson SVP and Chief Diversity Officer American Cancer Society Jacqueline Tiso CEO JMT Consulting Group Inc. Ricardo Trujillo CPA, CITP, CISA Partner GRF CPAs and Advisors Pete Ugo CPA Partner Crowe LLP Robby Vanrijkel Partner - Nonprofit & Education BDO Kimberly Vitolo Chief Operating Officer WHITE RIBBON ALLIANCE Deborah Walker CPA, MBA National Director, Compensation and Benefits Cherry Bekaert LLP Amanda Ward CPA Partner Plante Moran Amy West CPA/CGMA Executive Vice President & Chief Financial Officer AHRC New York City Craig Wories CPA Partner RSM US LLP Brian Yacker CPA/JD Partner Baker Tilly
