2019 Not-for-Profit & Government Accounting Conference Speakers 

ArthurOliver

Oliver Arthur, CPA, CICA, CGMA

Manager of Auditing
Berks County Services Center - Controller's Office

Presenting - The Benefits of Benchmarking for Local Governments

Oliver began his career in public accounting in 2008, where he worked for Cherry Bekaert in Virginia. In 2010 he moved to private practice working for Wintergreen Resort and advanced into the Assistant Controller position. After five years he relocated to Lancaster, Pennsylvania to become the Manager of Internal Audit for the County of Berks. In 2018, Oliver began starting his own consulting practice helping individuals achieve their goals in life.

Oliver remains focused on building relationships with departments throughout Berks County. He leads the Internal Audit Department through the annual audit plan and continuing education. He provides accounting and audit expertise throughout the county. As the Manager of Internal Audit, Oliver leads a team of 4 auditors whose responsibility is to ensure that financial transactions are processed timely and efficiently while complying with applicable county and state policies, regulations, and accounting principles. He is known for enjoying the opportunity to think “outside the box” deriving new solutions to old problems through strategic information gathering, data collection, and comprehensive analysis.

Oliver graduated from Virginia Commonwealth University with a BS in Accounting. He lives in Lancaster with his dog. Staying active and learning new things are important to Oliver, so he regularly engages in cooking, fitness, acting, and dance.

Pam Baker photo

Pamela W. Baker, CPA

Managing Partner
Barbacane Thornton & Company LLP

Presenting - Subrecipient Monitoring—Best Practices

Ms. Pamela W. Baker, CPA CGFM is the Managing Partner with the regional firm Barbacane, Thornton & Company LLP, where she has been for the past 28 years.  Ms. Baker has been in the field of government and nonprofit auditing since her graduation from college in 1980.  She serves as the Audit Technical Partner for the firm, overseeing adherence to professional standards. Ms. Baker is a Certified Public Accountant and a Certified Government Finance Manager. Her prior experience involves audits of hospitals, colleges and universities, state, county and local government, public and private school entities and nonprofit organizations.  Ms. Baker is a frequent speaker at the local, regional, and national level.  In addition, she serves on the Local Government Committee of the PICPA, the PICPA/DCED task force, the Forum of Executive Women, the Women’s United Council of the United Way of Delaware, Great Dames, and is the Board Treasurer of Generations Home Care, Inc. Ms. Bakers value added proposition is to enable governments and non-profit organizations to connect to their mission through an in depth understanding of their financial condition.

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Bingham, Michael

Michael Bingham, CPA

Senior Auditor
Government Accountability Office

Presenting - GAO and OMB Developments • Ask the Experts Panel • The New Yellow Book Deep Dive

Mr. Bingham is a Senior Auditor for the Financial Management and Assurance (FMA) team at the U.S. Government Accountability Office (GAO). He is part of the Standards group, where recent duties have included the 2018 revision of Government Auditing Standards (the Yellow Book), developing an internal course on internal controls for performance audits, and responding to Yellow Book and Green Book technical assistance inquiries. Mr. Bingham is also a member of an AICPA task force on digital assets/cryptocurrencies and serves as a project liaison to the International Organization of Supreme Audit Institutions (INTOSAI). Mr. Bingham has worked on financial and performance audits of various U.S. Government entities, focusing primarily on government-wide and Department of Defense financial management matters. Prior to joining GAO in 2008, Mr. Bingham worked for an inner city tutoring and mentoring non-profit in Chicago. He received his B.A. in Political Science from the University of Chicago and his M.A.S. from Northern Illinois University. He is a CPA licensed in the Commonwealth of Virginia.

Bogda, Kerri

Kerri N. Bogda, CPA

Senior Manager, Tax Services
Baker Tilly Virchow Krause LLP

Presenting - Tax Update: Who's Paying and When • Unrelated Business Income: A Brave New World

She specializes in serving not-for-profit organizations, with additional private foundation experience. Kerri’s expertise also includes high-net-worth individuals and trusts and estates.
Specific experience:
- Manages more than 150 not-for-profit clients and 250 Forms 990 and 990-PF as well as maintains individual and trust clients
- Provides consulting services to clients in the form of tax check-ups and UBI studies
- Has advocated for both not-for-profit and individual clients during the IRS field audit process
- Prepares successful applications for tax-exempt status for clients
- Reviews state sales tax exemption applications
- Serves as a resource for clients with tax questions/issues and prepares tax memorandums and other research write-ups
- Creates tax alerts on relevant non-profit tax topics for both internal and external dissemination
- Provides training to external and internal clients on both basic and more complex Form 990 compliance
- Licensed CPA in Pennsylvania Industry involvement
- American Institute of Certified Public Accountants (AICPA)
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Speaks at internal and external conferences regarding information pertaining to specialized industry filings

BordeauxTeresa

Teresa Bordeaux, CPA, CGMA

Lead Manager, Governmental Accounting & Auditing — Public Accounting
AICPA

Presenting -  GAO and OMB Developments

Teresa Bordeaux is a Lead Technical Manager for the Governmental Audit Quality Center (GAQC) at the American Institute of Certified Public Accountants where her primary responsibility is to assist with governmental auditing and accounting matters. She supports the activities of the GAQC and helps staff both the GAQC Executive Committee and the State and Local Government Expert Panel. Prior to joining the GAQC team in 2012, Teresa was a Technical Manager for both the AICPA Professional Ethics and Peer Review teams. She began her career in public accounting and later worked with the North Carolina Local Government Commission and the City of Raleigh before joining the AICPA in 2006. Teresa holds a bachelor’s of arts in accounting from North Carolina State University. She serves on the Government Accounting and Auditing Committee of the North Carolina Association of CPAs and is on the board of directors of the National Blood Clot Alliance.

 Michael Cade 3

Michael F. Cade, CPA, CGMA

Strategy Consultant and Executive Coach
MFCCoach LLC

Presenting - Navigating Not-for-Profit Strategic Relationships

Michael is a consultant and executive coach focusing his efforts on the Not for Profit sector. He specializes in leadership and Board-level consulting on strategic planning and execution aimed at ensuring the fiscal sustainability of nonprofit organizations. He coaches nonprofit executives and Board members in the areas of navigating transitions, developing leadership skills and building decision frameworks.

Previously, Michael served as Chief Financial Officer and Treasurer for the Riverside Research Institute, where he gained an appreciation for the nonprofit sector and the dedicated individuals who work so hard to serve others. His prior experience also includes financial leadership roles in the defense industry and with several business units of GE Capital.

Michael is committed to developing current and future financial leaders. He is active with the PICPA, serving on the Not for Profit and Bylaws committees. He is column coordinator and writer for the Pennsylvania CPA Journal’s Government and Not for Profit Accounting section. He authors a nonprofit leadership blog (NFP Beyond the Numbers) and contributes to PICPA’s CPA Now blog, Ask a CPA and podcast series.

Michael earned a bachelor’s degree in Accounting from Widener University and an MBA from LaSalle University. He is a member of the PICPA, the AICPA: Not for Profit Section, as well as, several local and nationwide nonprofit organizations.

Michael recently joined the Board of the Internship Institute.


 Diane Edelstein

Diane Edelstein, CPA

Partner
Maher Duessel

Presenting - Advanced Single Audit Challenges • Handling Federal Funds under Uniform Guidance

Diane E. Edelstein is a partner at Maher Duessel in Pittsburgh, Pa and has over twenty-five years of experience in public accounting. Her entire auditing career has been of non-profits, governments and Single Audit.

Diane speaks throughout the country on Non-profit accounting and auditing and Single Audit. She was member of the AICPA NPO Planning Conference Committee from 2012 – 2017 and continues to speak at the annual conference. She is also a prior member of the AICPA Governmental Audit Quality Center, Executive committee.

Diane currently serves on the AICPA Peer Review Board – GCA PMTF (Government and Compliance Audits Practice Monitoring Task Force) and is a past member of the PICPA Professional Ethics Committee and the PICPA Peer Review Committee.

Chris Gauthier, PMP

Manager, Intelligent Automation
KPMG LLP

Presenting - The Case for Intelligent Automation

Chris works in KPMG’s Government Intelligent Automation (IA) practice, delivering IA solutions to federal, state, and local governments.  He brings a strategy and operations background to IA, advising clients on the most appropriate set of IA solutions, helping them establish governance structures, and keeping them aware of the latest innovations in IA.  Chris has spent the last six years in management consulting.  Prior to that he spent six years at the Central Intelligence Agency, seven years as an Army aviator, and 3 years performing biology research.  He has a BS in cell and molecular biology from the University of Illinois and is an MS candidate at Arizona State University pursuing a degree in biomimicry.

 

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John J. Hall, CPA

President
Hall Consulting Inc.

Presenting - Fraud: Three Cases, Two Lessons, and One Critical Action

John J. Hall, CPA is the founder and President of Hall Consulting, Inc., the creator of FraudPreventionPro.com (new in early 2019), and the author of the award-winning book “Do What You Can! Simple Steps – Extraordinary Results”. John specializes in skills training programs and conference presentations for government and internal auditors, management groups, CPAs, Board members, and professional associations.

Mr. Hall has over 40 years of experience as a consultant, speaker, auditor and business owner. He has worked in senior leadership positions in large corporations and international public accounting firms. John is a member of the National Speakers Association, the American Institute of CPAs, and the Institute of Internal Auditors.

 Sassan Hejazi

Sassan S. Hejazi, PhD

Director, Technology Solutions
Kreischer Miller

Presenting - Cybersecurity: Beyond the Fundamentals

Sassan has worked with numerous organizations in the areas of planning for strategic IT initiatives, designing financial/ERP and business performance management systems, and providing project management and risk advisory guidance in support of mission-critical business application implementations. Sassan’s consulting focus ensures that clients select, design, and deploy the IT solutions that are most suitable to satisfy their strategic objectives.

Sassan has published a book on the effective use of IT by managers called Tech Savvy Manager. This book is intended to provide managers with simple and effective strategies they can put into action to harness the power of IT for competitive advantage. Sassan also maintains blog.techsavvymanager.com, an online forum to provide an independent and practical review of how organizations can utilize information technology to achieve a competitive advantage.

Sassan joined Kreischer Miller in 2001. Prior to joining Kreischer Miller, he was a partner at KnowledgeWare Systems Group in Malvern, PA, where his responsibilities included working with mid-market clients to plan and implement accounting and ERP systems. He also worked as a systems engineer at Honeywell, where he provided engineering services for large commercial companies. Sassan has served on the faculties of Arcadia University and LaSalle University for over twenty years, designing and teaching courses in Information and Management Systems at both the undergraduate and MBA levels.

 Allison Henry

Allison M. Henry, CPA

Vice President, Professional & Technical Standards
Pennsylvania Institute of CPAs

Presenting - How the AICPA's Enhancing Audit Quality Impacts Your Firm

Allison, who has been with the Pennsylvania Institute of Certified Public Accountants (PICPA) since 2003, works to elevate CPA practice quality through advocacy, outreach, and education. She currently administers PICPA’s Joint Ethics Enforcement Program with the American Institute of Certified Public Accountants (AICPA), oversees the administration of the AICPA’s Peer Review Program for Pennsylvania firms, monitors emerging global trends in the accounting profession, and serves as the PICPA staff liaison for eight statewide committees: Peer Review, Professional Ethics, Accounting and Auditing Procedures, Forensic and Litigation Services, Business Valuation, Not-for-Profit, Employee Benefits Plans, and IT Assurance. Allison also is technical staff liaison for a number of working groups that reach out to regulatory agencies in Pennsylvania on behalf of the profession. She frequently shares her expertise by speaking at PICPA events, hosting webinars on key topics, teaching ethics training, writing for the CPA Now blog, writing articles for the Pennsylvania CPA Journal, and fielding technical inquiries.

Before joining the PICPA, Allison spent several years as a senior manager with a regional accounting firm and nine years at Deloitte & Touche LLP, where she worked in the assurance and advisory services group. Allison’s diverse client service experience has included many not-for-profit, health care, and world relief organizations, as well as small and large manufacturing, distribution, and service-oriented entities. She has also served as the designated employee benefits specialist

Kelley, Marita 

Marita J. Kelley, MPA

Central Office Regional Director
Pennsylvania Department of Community & Economic Development

Presenting - Shared Municipal Services—What You Need to Know

Currently serves as, Central Office Regional Director, under Deputy Secretary of Community Affairs and Development, Rick Vilello, Department of Community and Economic Development, Commonwealth of PA. My primary responsibilities involve promoting and executing the various Community and Business Opportunity Programs within the Deputate. These programs include the Keystone Communities Program, Neighborhood Assistance Program, and various Community and Business Development programs.

Marita also serves as the City of Harrisburg’s Act 47 Municipalities Financial Recovery Coordinator and the National Flood Insurance Program (NFIP) Coordinator as part of her current duties.
She previously held the position, until March 15, 2019, of Deputy Executive Director, Governor’s Center for Local Government Services, Pennsylvania Department of Community & Economic Development. Marita oversaw the Act 47, Municipalities Financial Recovery Program and the Strategic Management Planning Program for the Center.

She also served as the Borough Manager of Marysville, Pennsylvania from 2000 to 2006. She also served as the Budget Director, for the City of Harrisburg, Pennsylvania in the late eighties.
Marita is current a Board Member of Ladies First in Finance, where she is a member of the Program Committee. Marita is a Past President (2014-2016) of Government Finance Officers Association of Pennsylvania’s State Executive Board (GFOA-PA.) She also currently serves on the GFOA National, Committee of Community and Economic Development and Capital Investment. Marita is also Past President (2012-2014) for the Pennsylvania Keystone Chapter of the American Society for Public Administration (ASPA.) She is a member of the Pennsylvania Municipal League and the Pennsylvania Association of Municipal Managers. She is a graduate of Leadership Harrisburg (2003). She is also a graduate of the Commonwealth of Pennsylvania’s Leadership Development Institute (2013).

Marita is a graduate of the University of Pittsburgh, Graduate School of Public and International Affairs, (GSPIA), 1985, with an emphasis in Financial Management and Human Resource Studies. Marita completed her undergraduate work at the University of Pittsburgh, School of Arts and Sciences, Majors: Political Science and Economics.


Kowalczyk_Jeffrey

Jeffrey A. Kowalczyk, CPA, CFE, CGAP

Partner
Barbacane Thornton & Company LLP

Presenting - Nature and Components of Other Post-Employment Benefits and Pensions

Jeffrey A. Kowalczyk is a graduate of the University of Delaware and received his Master’s in Business Administration from West Chester University. He is currently certified in Delaware and Pennsylvania and is also a member of the American Institute of Certified Public Accountants (AICPA) and Pennsylvania Institute of Certified Public Accountants (PICPA). In addition to his CPA licensure, Jeff is also a Certified Fraud Examiner and Certified Government Accounting Professional. Jeff is a member of the PICPA Not-for-Profit Committee and has served as a speaker for various state and local conferences. He has over 10 years of auditing experience providing quality services to clients in the industries he serves.

Jeff is involved as a volunteer in the following organizations:
• PICPA nonprofit committee
• Philadelphia Sinfonia – Treasurer
Jeff specializes in the audits of nonprofit agencies and government units. Additionally, he is the partner in charge of all ERISA employee benefit plan audits and oversees the preparation of all tax and information returns by the firm.

MichaelLamb  

Jon Lokhorst, CPA, ACC

Leadership Coach & Consultant
Lokhorst Consulting LLC

Presenting - Multiply Your Value with Strategic Thinking Skills

Jon Lokhorst, CPA, ACC, is an executive leadership coach and consultant based in Minneapolis, Minnesota. He partners with finance, healthcare, and other leaders who face massive change in their industry and recognize the need for a new model of leadership to navigate those challenges. Prior to launching Lokhorst Consulting LLC, Jon enjoyed a 30-plus year career as a CPA, CFO, and organizational leader. He has a Master’s in Organizational Leadership and is recognized by the International Coach Federation as an Associate Certified Coach. Jon serves as adjunct faculty in the School of Business and Nonprofit Management at North Park University and is a member of the National Speakers Association.

Mo_Jimmy  

Jimmy Mo, CPA

Partner
EisnerAmper LLP

Presenting - FASB Update & Impact on Not-for-Profits

Jimmy Mo is a Partner who leads EisnerAmper’s Not-for-Profit Services Group in Pennsylvania. Jimmy has more than 16 years of extensive auditing experience in the not-for-profit and health care sectors, including (but not limited to) experience with the OMB Uniform Guidance (or OMB Circular A-133) audits, hospitals, museums, cultural organizations, religious organizations, foundations, research and scientific organizations, voluntary health and welfare organizations, educational institutions, higher education institutions, performing arts, professional associations, trade associations, and social service organizations.

Prior to joining EisnerAmper, Jimmy worked as a Senior Audit Manager at Grant Thornton and KPMG, specializing in the not-for-profit and health care industries. In addition, Jimmy previously served as the Internal Audit Manager at Boys Town, a national human services organization, where he developed and executed internal audits and coordinated and assisted external auditors with the year-end audit.

Jimmy serves on the Not-for-Profit Committee of the Pennsylvania Institute of Certified Public Accountants. He is a member of the Finance Committee and Board of Directors for Blossom Philadelphia (formerly known as United Cerebral Palsy of Greater Philadelphia) and a member of the Professional Advisory Council for the Barnes Foundation.

Jimmy regularly serves as an instructor and presents on accounting and auditing topics and best practices related to the not-for-profit industry.

BrianMcCall

Timothy J. Morgus, CPA, CFE, CGFM

Partner
Maher Duessel CPAs

Presenting - Understanding and Mitigating the Risk of Fraud

Mr. Morgus began his public accounting career in 1993. He exited public accounting for three years to serve as the Butler City Treasurer and joined Maher Duessel in 1996. Mr. Morgus has concentrated his practice to the areas of governmental and non-profit accounting and serves as Partner on several engagements with transportation agencies, authorities, municipalities, cities, counties, school districts, human service agencies, economic development agencies, and various local governments and non-profits. Mr. Morgus has a B.S. in Accounting from Robert Morris University, is a Certified Governmental Finance Manager (CGFM), Certified Public Accountant (CPA), and Certified Fraud Examiner (CFE).

DonaldPierce

Donald J. Pierce, CPA

Partner
Maillie LLP

Presenting - Financial Reporting and Audit Issues for Pennsylvania Charter

Don Pierce is a partner in the Mont Clare office of Maillie LLP and serves on the firm’s Quality Control Committee and the Governmental and Not-for-Profit Services Committee. He handles a variety of clients
across the business spectrum including manufacturing, real estate, construction, not-for-profit organizations and local governments. His proficiency with various accounting software packages has been a plus for his clients. 

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Frank Pina, CPA, CFF, CFE

Managing Director and Co-Chair, Forensic & Litigation Support Services Group
The Mercadien Group

Presenting - Cybersecurity: Beyond the Fundamentals

Frank Pina is a principal of Mercadien, P.C., Certified Public Accountants and serves as a leader of its Forensic and Litigation Support Practice. He is a certified public accountant, testifying expert and fraud examiner with extensive experience helping individuals, closely-held businesses, emerging growth companies and international corporations (across various industries) manage business controversy, execute deals and maintain compliance. In addition to his role as leader of the Forensic and Litigation Support Practice, Frank works closely with Mercadien’s Financial Institutions Services Group on various Bank Secrecy Act (BSA) Look Back and Anti-Money Laundering (AML) engagements for commercial and community banks.

A court-appointed examiner, chartered global management accountant and certified in financial forensics, Mr. Pina is highly regarded in the fields of forensic accounting and internal investigations, fraud detection, bankruptcy and reorganization, civil and criminal litigation support, including economic damages assessments and other dispute consulting areas. He has broad experience assisting legal counsel and their clients with a variety of forensic engagements involving sophisticated employee dishonesty, false financial reporting, misappropriation of assets, vendor fraud, lost profits analysis, rebate payment evaluations, compliance audits and contract disputes, inspections and assessments.

Formerly of Deloitte’s forensic and dispute services practice, Frank was responsible for developing investigative strategies, conducting forensic interviews, background searches and document reviews and tracing hidden assets to detect patterns and schemes of fraudulent activity to uncover complex financial crimes. His experience working with large international law firms and federal, state and local law enforcement and government agencies, including the U.S. Attorney’s Office, U.S. Trustee’s Office, FBI, Secret Service, IRS, NJ Attorney General’s Office, NJ Bureau of Securities, and Philadelphia City Controller’s Office, enables him to offer clients in both public and private sectors sound financial and investigative insight and expertise.


Paul Northrup

Scott Reeser, CPA

Supervising Project Manager
Governmental Accounting Standards Board

Presenting -  GASB Update

Scott Reeser is a senior project manager with the Governmental Accounting Standards Board (GASB) in Norwalk, Connecticut. He is currently working on GASB projects related to the reexamination of the financial reporting model and public-private partnerships. Previously, he has worked on several projects, including those leading to statements on accounting and financial reporting for postemployment benefits, fiduciary activities, and transactions reported as deferred outflows of resources and deferred inflows of resources.
Before joining the staff of the GASB in 2010, Mr. Reeser spent ten years working for the Office of the Comptroller in the State of Illinois. During that time, Mr. Reeser was responsible for the coordination and preparation of the state’s Comprehensive Annual Financial Report and the development of statewide accounting policies. His previous experience also includes over five years with a public accounting firm performing financial and compliance audits of not-for-profit entities and governmental agencies.
Mr. Reeser is a graduate of the University of Illinois at Urbana-Champaign and is a member of the American Institute of Certified Public Accountants and the Illinois CPA Society.

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Chris Schuch, MBA, CFP

Senior Wealth Advisor
CliftonLarsonAllen Wealth Advisors LLC

Presenting -  Endowment Management for Not-for-Profit Organizations

Chris joined CLA in 2012 after spending time with JP Morgan in the private bank. He works with individuals to provide financial planning, investment and insurance services. He also works with CLA’s Institutional Investment team to assist organizations with investing reserves, strategic planning, developing investment policy statements and designing and implementing retirement plans.

As part of CLA, Chris takes a consultative approach when engaging clients. The goal is to focus on stewardship and education of boards, finance committees and executive teams. As part of the process Chris focuses on:
• Development and review of investment policies
• Financial modeling (tying the assets and performance to the mission and strategy of the organization)
• Cash reserve management
• Investment analysis and implementation
• Retirement plan analysis, design and implementation

Joseph Seibert, CPA

Joseph E. Seibert, CPA, CGFM

Partner
KPMG LLP

Presenting - The Future of Financial Management with Intelligent Automation

Joe is a Partner in KPMG’s Harrisburg office with more than 30 years’ experience.The practice he leads principally includes state and local governments, and not‐for-profits including college and university and healthcare provider clients.

Joe’s experience includes serving clients that range from single service not‐for-profits to complex organizations such as State Governments. His government and not‐for profit clients have included general purpose governments, health care providers, educational institutions, student loan organizations, insurance companies, membership organizations, governmental financing authorities, pension plans, and foundations. As a result, he has a broad view of the organizations that serve the public. Joe has consulted with clients on numerous accounting issues, and is proactive in assisting clients with the implementation of new accounting standards. He has reviewed/evaluated and tested the internal controls as required by the Single Audit for two states and over a dozen county government clients in the
Mid‐Atlantic area. As a result of his audit experience in the States of Pennsylvania and Delaware, in the past 5 years he has reviewed internal controls and compliance for more than 30 different federal programs. The services he has provided include performance audits, performance improvement consulting, internal control reviews and grant monitoring.

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Laura N. Solomon, Esq.

Founder
Laura Solomon and Associates

Presenting - Charities Behaving Badly

Laura N. Solomon, Esq. is the founder of Laura Solomon & Associates. LS&A is a law firm devoted to the representation of nonprofit, charitable, and other tax-exempt organizations and philanthropic planning for individuals. Ms. Solomon and her associates serve as outside, general counsel to hundreds of organizations, providing a full range of corporate and tax legal services that include representation for mergers, joint ventures, affiliations, and complex financings. LS&A clients include public charities and private foundations, community foundations, museums, hospitals, schools, religious groups, business, environmental, animal welfare, amateur sports organizations, social clubs, and political action committees. These organizations range in size from small start-up organizations to large health systems and multi-national charities that conduct international grant making.

Ms. Solomon currently serves as a United States delegate to the Financial Action Task Force, is a member of the Charity Working Group of the U.S. Treasury Department and the Tax-Exempt Organizations Subcommittee of the American Bar Association, is a member of the Charitable Organizations Committee of the Pennsylvania Bar Association, a Planner of Endowment, Foundation, and Philanthropy Conference of the Philadelphia CFA Society and a Faculty member of the Nonprofit Institute of the Pennsylvania Bar Institute. She is a Wexner Heritage Program Fellow and is quoted frequently in the media and lectures often nationally and internationally for lawyers, accountants, and other professional and community groups on issues impacting the charitable sector and philanthropic individuals. Ms. Solomon also lectures at the LaSalle University Nonprofit Center, the University of Pennsylvania, and Villanova, Drexel, and Temple Universities.

Prior to starting her firm, Ms. Solomon was associated with Ballard Spahr Andrews & Ingersoll, LLP. She is a member of the Bar Associations of New Jersey and Pennsylvania and received her B.A., magna cum laude, from Tufts University and her J.D. from the University of Pennsylvania. You can find more information about her practice along with links to helpful information on nonprofits at her website: www.LauraSolomonEsq.com.

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Chris Van Buren

Partner, Business Development & Client Relations
Embrook Benefits Consulting

Presenting -  How to Reduce Health Care Benefit Costs While Improving Benefits

As a founding partner of Embrook, Chris Van Buren combines his passion for creating efficiencies for smaller businesses, with his ability to design comprehensive benefits, HR and compliance solutions.
Chris is taking a new approach to healthcare benefits, best summarized as “healthcare supply chain management”. This model allows companies to apply the same effective cost-control practices they leverage in other parts of the organization to their healthcare costs – the process eliminates wasted expenses, redirects dollars to produce a measurable ROI, and optimizes the employee healthcare experience creating a more loyal, productive, and profitable workforce.
As a Partner of Embrook Benefits Consulting, Chris spends much of his time with current and prospective clients, while also constantly vetting new benefits offerings, technology vendors and payroll and HR systems. He is a Health Rosetta Charter Certified Advisor, which has significantly added to Embrook’s ability to execute forward-looking health plans.
Based in Willow Grove, PA, Embrook empowers mid-sized organizations throughout Pennsylvania to lower their health care spend while simultaneously improving the administration of benefit plans and other HR headaches. Embrook’s proprietary 4D Process enables organizations to evaluate if they can take advantage of newer, innovative health care strategies to lower costs while improving benefits. Chris holds a B.A. in Economics from the University of Richmond. Away from work, he enjoys coaching his kids' sports activities and playing tennis and platform tennis. Chris has previously served on the Boards of the Philadelphia Chapter of the Society of Human Resources Managers (SHRM) and Huntingdon Valley Country Club.

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Mallory N. White, CPA

Manager
CliftonLarsonAllen LLP

Presenting - Endowment Management for Not-for-Profit Organizations

Mallory has over 6 years of experience in public accounting specializing in providing
assurance, audit and tax services for a variety of organizations related to the
nonprofit industry.
Mallory has a depth of nonprofit industry knowledge and specializes in risk assessment; internal control
documentation and improvement; and performing audits for organizations that receive contributions from the
general public and government funding. Her client service specializations include audits of independent schools,
charter schools, social service organizations, asssociations and other nonprofit organizations.
Technical experience
• Financial reporting under GAAP
• Federal & state tax compliance for tax-exempt organizations
• Uniform Guidance and Yellow Book compliance