Not-for-profit and health care professionals are masters of doing the most with limited resources. Get guidance on best practices from professionals in your industry. Plus, catch up on new and current regulations and connect with colleagues at this must-attend event! Register today!
Get guidance on best practices and updates from professionals in the not-for-profit community including audit, FASB changes, tax, compliance, investments and internal controls. Plus, brush up on key leadership skills and employee retention tactics. Hear from diverse leaders in nonprofit organizations who will discuss diversity, equity and inclusion; COVID prediction and response; and using analytics to support business decisions.
CFOs and other financial leaders at all levels of not-for-profit organizations, including health care. Accounting professionals at all stages of their careers.
- Learn the latest details on a myriad of technical topics affecting today’s not-for-profit accounting teams.
- Gain a renewed sense of purpose and connection to the nonprofit organization(s) you serve.
- Be inspired by the diversity of the accounting profession and gain an understanding of the role accountants can play in serving the community while contributing expert guidance and work.
Wednesday, November 17
Join our panel of experts for a discussion of how nonprofit leaders are addressing strategic issues related to investing, spending and governance. The panel will address the key findings from the 2020 NACUBO-TIAA Study of Endowments and questions from the audience.
Speakers: Iryna Murray, Seattle Foundation Senior Investment & Fund Accountant; Jonathan Smith, Tacoma Art Museum Director of Finance; Justin Colatosti, Bank of America Senior Portfolio Manager
Moderators: Martha Prestin, Chief Seattle Council, BSA CFO and Matt Cyrr, Jacobson Jarvis & Co, PLLC Audit Partner
The labor market is tight and your best and brightest are in high demand! Add to that predictions of “The Great Resignation” and it’s paramount that you are doing all you can to motivate your talent in ways that are meaningful to them. Organizations that provide encouraging and engaging environments will win in the retention race, with the added benefit of creating a more attractive culture for recruits. Upon completion of this course, you will achieve the following learning objectives:
- Recognize the importance of cultivating a leadership team that is open to input and change
- Apply stay interviews and leadership/staff huddles to ensure team members know they are valued and heard
- Identify creative actions that will both Velcro your team in and rejuvenate their energy and enthusiasm
- List one-size-fits-one methods for engaging and empowering your people to achieve the things most important to them – and your firm
Often, we plan our career imagining it should follow a particular path: start with a college education, find a job with the ideal company, move up the organizational ladder, feel successful and happy. It’s important to know what success really means to you. Some describe a successful career as the dream job, corner window office or even the C-Suite. Others may look for work-life balance, an inspiring purpose or mission, or a community-focused career. Whatever aspirations you have, how do you keep your career on track and prevent it from becoming stalled when life doesn’t follow the path you outlined? Join Tonia Campbell, CFO at Community Health Care, as she shares her experience and understanding about what to do when life alters your career path. Tonia shares wisdom about how expanding her visibility, communication, and leadership opportunities created a successful career path and a life she loves.
This session will walk through several case studies in applying GAAP to complicated funding arrangements. The session will start with determining which GAAP to apply (exchange, contribution, other), timing and amounts of revenue recognition, and classification as unrestricted or donor-restricted for contributions and timing and amounts of release of restriction.
The COVID-19 pandemic and resulting rounds of Federal funding has introduced new challenges in operating and complying with federal grant programs. In this session, we will discuss some of the key issues that auditors and auditees have been confronted with as new Federal programs and assistance has unfolded. We will also examine some of the changes to compliance audits of federal awards as a result of the issuance of the OMB 2021 Compliance Supplement and the anticipated release of additional guidance associated with new funding programs.
After this session you will be able to:
- Evaluate key issues related to COVID-19 Federal funding and grant programs.
- Describe new or updated compliance related matters included in the 2021 Compliance Supplement.
While change has always been a constant in our work and lives, we’ve had to navigate unprecedented disruption during the last 18 months. Many experts believe there won’t be a return to “normal,” but rather anticipate even more unpredictability and uncertainty into the future. This means we all need to increase our resilience and adaptability in order to continually reinvent our organizations, teams and ourselves. In this session, you’ll learn about the human experience in change, why uncertainty is necessary for creativity, and mindset tools to help you be less reactive and more creative.
Thursday, November 18
As the world starts to climb its way out of the pandemic, taxes have become even more complicated as the laws keep changing. With numerous COVID relief options in the past two years, non-profit organizations have many opportunities available for funding and many questions when it comes to the tax return reporting.
This session will cover all things tax related – an update on the annual Forms 990, 990PF and 990T; current IRS activity and processing delays; reminders on the tax implications of various COVID relief options (PPP loan, employee retention credit, FFCRA, etc.); changes to charitable giving tax deductions; and COVID relief options that are still available to organizations in need.
A look the current state of compliance programs in health care and what the consequences and effect to your Conditions of Participation could be if your entity does not have an effective compliance program.
The statement of cash flows is a critical component of a company’s set of financial statements yet is usually only prepared once a year. However, in most nonprofits, the cash flow inflows and outflows vary significantly from month to month because of fundraising events, program activities, reimbursable grants, etc. This variable cash flow means that even though the annual cash flow from operations are positive, there could be months where there isn’t enough cash to make payroll. Learn how to use existing standard monthly financial reports and data exports to prepare timely cash flow projections, budgets, projections and analysis techniques in excel. This class is recommended for CPAs, financial professionals or board volunteers that want to roll up their sleeves to help manage the cash inflows and outflows of business operations, create detailed budgets and timely projections.
- Amy Sutherland
- Andrew Prather
- Candice Avery
- Darrell Powell
- David Lawson
- David Leonhardt
- David Pigott
- Dennis Stillman
- Fred Safstrom
- Heather Fitzpatrick
- Heather Sommerville
- Iryna Murray
- James DeFranco
- Jeffrey Mechanick
- Jen Martin
- John Fick
- Jonathan Smith
- Judy Andrews
- Justin Colatosti
- Karin Larson-Pollock
- Kathryn Okimoto
- Kelly Rancourt
- Kevin Bates
- Kyla Delgado
- Lori Laubach
- Madchen Petrie
- Mark Hugh
- Martha Prestin
- Martin Wurm
- Mary Kirchhoff
- Matthew Cyr
- Michaela Kay
- Mitchell Hansen
- Nina Tessiore
- Renee Moelders
- Sarah Huang
- Sonja Baron
- Tonia Campbell
Amy has practiced in public accounting and private industry since 1999. She is a member of the firm’s Government and Not-for-Profit Group and focuses on delivering assurance and business consulting services to a variety of not-for-profit entities, governmental entities, and Tribal governments and organizations. Her expertise includes GAAP pertinent to not-for-profit and governmental entities; federal compliance audits; and regulatory and statutory accounting and reporting. In her role in the firm’s national office, she supports the firm’s assurance practice by participating in technical consultations on complex audit and accounting matters; monitoring for updates to audit and attestation standards, and changes in federal program compliance requirements. She also assists in managing continuing education programs on a variety of subjects for all levels of assurance professionals.
Andrew Prather is an audit shareholder at Clark Nuber P.S. based in the Seattle metro area. He is a leader in the firm’s Not-for-Profit Services Group and provides a wide range of not-for-profit organizations with audit and consulting services.
Andrew is a current member of the AICPA’s Auditing Standards Board. He recently served as chair of the planning committee for the AICPA’s Not-for-Profit Industry Conference. He previously was a member of the FASB’s Not-for-Profit Advisory Committee, the AICPA’s Not-for-Profit Expert Panel and also served on the AICPA’s Not-for-Profit Entities Audit & Accounting Guide Revision Task Force. Andrew has served as the chair of the Washington Society of CPA’s (WSCPA) Not-for-Profit Committee and co-chair of the WSCPA Not-for-Profit Conference. He is a frequent speaker at conferences, seminars, and webcasts for the AICPA, state CPA societies, and industry groups.
Andrew also serves as his firm’s Quality Control Director overseeing the firm’s audit quality assurance program and serving as a technical resource to the firm’s professional staff.
Candi Avery, CPA, CGMA, is an audit shareholder at Clark Nuber P.S. a large local accounting firm located in Bellevue, Washington. She has 20 years of experience focused exclusively on providing audit and consulting services to the not-for-profit sector. She routinely speaks on complex accounting issues, federal grant compliance, enterprise risk management, board governance, internal controls and fraud prevention.
Candi currently serves on the planning committee for the AICPA National Governmental and Not-for-Profit Training Program Conference. She is also a member of the CFOS Foundation Board of Directors and has previously served on the Fred Hutch planned giving advisory committee and on the Washington Chapter of the Association of Fundraising Professional’s board as its Treasurer.
Candi received her Bachelor’s degree in accounting from Western Washington University and is member of Seattle’s Leadership Tomorrow Class of 2016. She lives in Maple Valley, Washington with her husband and two active boys who enjoy baseball, boating and traveling to warm places.
Darrell is a Senior Level Executive with 30 plus years of experience in technological implementation, financial management, strategic planning, and business development. Darrell earned his Masters in Business Administration from Harvard University, and has an established record of success in developing and implementing business plans, technological strategies for both online and off-line businesses, and significantly growing enterprise value. Darrell has proven expertise in driving efficiency and productivity through evaluation of management systems and implementation of process improvements.
David Lawson helps organizations and companies navigate the worlds of tax exemption, charitable programs, and philanthropy. His practice includes tax advice for tax-exempt organizations; corporate governance; compliance with solicitation and charitable trust rules; and business transactions involving nonprofits and nonprofit healthcare, with a special focus on emerging issues at the intersection of charity and technology. David has represented publicly traded companies involved in philanthropy; hospitals and medical research organizations; universities; arts organizations and museums, private foundations; and trade associations.
David has helped clients resolve several seemingly insurmountable governance and management issues, and successfully completed dozens of complex transactions ranging from spinoffs of multimillion-dollar programs and multiparty mergers to hospital joint ventures. He has successfully handled several major IRS examinations and state attorney general investigations, and has a decade of experience working collaboratively with federal and state regulators that supervise tax-exempt and nonprofit organizations. He enjoys finding innovative ways to allow his clients to accomplish their charitable, not-for-profit, and philanthropic goals.
David Leonhardt is Managing Partner of Seitel Systems, an IT Professional Services firm that has supported businesses in the Puget Sound since 1990. An experienced business leader who holds an MBA from UW as well as an Aeronautical Engineering degree from the University of Illinois, David translates technical challenges into real-world terms that are meaningful to business executives.
Heather L. Fitzpatrick, CPA, CGMA, is the president and CEO of Wellspring Family Services, a nonprofit health and human service organization that has been serving families in crisis in our region since 1892. Wellspring is focused on preventing and ending family homelessness through five primary programs: delivering employee assistance through Wellspring EAP, providing counseling services to help families address crises through Wellspring Counseling Services, assisting families to retain or regain stable housing through Wellspring Housing Services, defraying expenses by supplying new and gently-used clothing, toiletries and other supplies for children birth to 18 years old at the Wellspring Family Store, and preparing young children who have experienced the trauma of homelessness for academic success in the Wellspring Early Learning Center. Heather has served on a dozen boards, including the WSCPA Board of Directors, which she chaired from 2014 to 2015.
Jeff Mechanick is an Assistant Director at the Financial Accounting Standards Board (FASB). In that role, he provides strategic and technical oversight of all activities involving nonpublic entities (private companies and not-for-profit organizations (NPOs)), oversees staff support for the Private Company Council, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader outreach activities. He has also been the lead staff person for the AICPA/FAF/NASBA Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group.
Prior to joining the FASB, Mr. Mechanick spent a combined twenty years working in and with the not-for-profit sector, as the chief financial officer of Planned Parenthood Federation of America, Inc., and before that, as a senior audit manager with KPMG, LLP. Mr. Mechanick earned a Bachelor of Arts degree in biological sciences from The University of Chicago and an MBA in professional accounting from Rutgers University. He is a member of the AICPA and the New York State Society of CPAs, and has served on the AICPA’s NPO Expert Panel.
Jen Martin is a leadership coach and consultant working with leaders and teams to navigate change creatively. She partners with clients across industries and sectors, including nonprofits, government agencies and corporations such as Child Care Resources, Kaiser Permanente, King County, Microsoft, Outreach and University of Washington. Prior to starting her own business, Jen was the Vice President of Organization Development at Seattle Foundation, led youth programs at YWCA in King and Snohomish Counties and was a public relations consultant in Chicago and Seattle working with national and global clients, including American Express, Kraft Foods, Mastercard, Merck & Co. and T-Mobile. Jen has a B.A. from Northwestern University, an M.P.A. from the University of Washington and is a certified professional coach. She lives with her family in Seattle.
Judy Andrews focuses her practice on nonprofit corporation law, tax-exempt organizations and public finance. For more than 20 years, she has represented many nonprofit organizations on corporate and tax exemption issues including determination of tax-exempt status, legal obligations of directors, organizational structure and roles of board and staff, conversion, merger and affiliation issues, and federal tax-exemption issues. In addition, she has worked as bond counsel and underwriter’s counsel on many special fund revenue bond and nonrecourse revenue bond financings. Many of these bond issues have involved nonprofit, 501(c)(3) organizations. She is a frequent speaker on nonprofit corporate, federal tax and municipal finance topics at both local and national seminars. She is an adjunct professor at Seattle University School of Law and in the Master of Public Administration program. In addition, she was appointed by the Secretary of State to serve on the Secretary of State’s Charities Advisory Council.
Justin Colatosti is a Senior Portfolio Manager for Bank of America Private Bank in the Pacific Northwest. He joined Bank of America in 2019 and advises individuals, families, and foundations on growing and preserving wealth over generations. Prior to joining Bank of America, Mr. Colatosti served as an Investment Specialist at J.P. Morgan Private Bank advising ultra-high-net-worth families and foundations on a range of investment strategies. Preceding J.P. Morgan, he served as a Senior Research Analyst at Franklin Templeton Investments and as an Equity Research Analyst at Dawson James Securities covering technology, media, and telecom companies. Mr. Colatosti has appeared live on the Fox Business Network and been featured in publications including Bloomberg, the Wall Street Journal, MSN Money, and TheStreet.com. Born and raised in South Florida, Mr. Colatosti earned his B.B.A. in economics from Florida Atlantic University in Boca Raton. He currently resides with his wife and two young children in Bellevue, Washington
Karin Larson-Pollock, MD, MBA, FACHE is Executive Director, Chief Quality & Analytics Officer at Providence Regional Medical Center Everett, a tertiary hospital in Washington state and member of Providence St. Joseph Health - the third largest not-for-profit healthcare system in the nation. In her role, Karin leads value-driven change strategy and architecture - including care process transformation, reporting and benchmarking analytics, quality systems and structures, operational excellence (Lean/Six Sigma) and Care Management/Utilization Management.
Dr. Larson-Pollock graduated from The University of Montana with a degree in Business Administration/Marketing and a minor in German. After serving as a Small Business Advisor with the U.S. Peace Corps in Kenya, she returned to the U.S. for graduate studies, receiving a Doctor of Medicine degree from Northwestern University Feinberg School of Medicine, a Masters in Business Administration from Kellogg School of Management at Northwestern University, and more recently a Certificate in Business Analytics from Harvard University’s Business Analytics Program (graduating with Distinction). Prior to Providence, Karin served as Vice President of Operations at Houston Methodist Hospital in Houston, TX before returning home with her family to the beautiful Pacific Northwest.
She is an alumnus of the Institute for Healthcare Improvement’s Chief Quality Officer Forum, a Fellow in the American College of Healthcare Executives (ACHE) and serves as the ACHE District 5 Regent for Washington State and a board member for ACHE’s Washington state chapter.
Kelly Rancourt, CPA is a principal in Clark Nuber’s Audit and Assurance Services Group. Kelly has over 13 years of experience performing audits for not-for-profit and healthcare organizations. In addition, she also performs federal compliance audits and consults on federal compliance matters. She is a co-author of the annual Knowledge Based Audits of Health Care Entities published by CCH, a Wolters Kluwer Company. She is a member of the American Institute of CPAs (AICPA), the Healthcare Financial Management Association (HFMA), the Thompson Grants Editorial Advisory Board, and the Washington Society of Certified Public Accountants (WSCPA), where she is the past Co-Chair of the WSCPA Not-for-Profit and Healthcare Conference Planning Committee.
Native Pacific Northwesterner Kevin Bates has spent his entire career devoted to helping organizations meet their full potential by emonstrating the importance of viable funding models that promote mission effectiveness and financial integrity. After beginning his finance career in hard asset equipment leasing, he spent 17 years with Evangelical Christian Credit Union working exclusively with churches, schools and missionary-sending organizations nationwide in the development, underwriting, and funding of commercial real estate loans up to $75 million in size. The last 4 years of his time at ECCU were spent educating nonprofits on the importance of leadership and financial accountability during difficult economic circumstances. Since 2015, Kevin has served as the CEO of Helping Hand House leading an incredible group of devoted staff members providing emergency shelter and other housing solutions to families in his community, ending their crisis of homelessness. Kevin and his wife Lauri are the parents of 7 kids and 4 daughters-in-law spread across the country, and are anxiously looking forward to someday being called “Gizmo and Lola” by their eventual grandkids (it’s a long story.)
Kyla is a principal with the health care group of CLA specializing in assurance services consisting of financial and single audit, tax, Medicare and Medicaid reimbursement, revenue cycle and operational assessments and consulting. Kyla serves as an advisor for health care organizations and focuses the majority of her time on Federally Qualified Health Centers around the country and leads the sub-industry practice for the firm.
Kyla has more than 10 years of experience in public accounting and has considerable knowledge concerning the health care industry in general and in particular, with audits performed under Government Auditing Standards and in compliance with OMB’s Uniform Guidance (2 CFR Part 200). In addition, Kyla has assisted a variety of health care and nonprofit organizations in assessing risks, and redesigning internal control structures to properly assess, monitor, and manage these risks. Prior to specializing in health care, Kyla audited a number of nonprofit organizations and employee benefit plans.
Lori has been dedicated to the health care industry since 1990 and has participated in consulting engagements for the private sector and not-for-profit organizations. Lori has served in a number of roles with clients including overall responsibilities as project manager for regulatory compliance monitoring of integrated hospitals, multispecialty clinics, singlespecialty clinics, and mental and community health centers. She has assisted clients with the design, implementation, and monitoring of their regulatory compliance plan and development of their annual work plans—including the design and implementation of coder quality assurance validation reviews. Lori has experience working with government agencies in negotiating and coordinating audit results. In addition, Lori has assisted clients with the compliance requirements and operationalization of telehealth. She also possesses an excellent understanding of CMS requirements, coding validation methodologies, extrapolation, regulatory compliance standards, risk assessments, and HIPAA.
Madchen Petrie (pronounced “May-Chin”) grew up in Ohio and Tennessee and graduated from The Ohio State University with a bachelor’s degree in accounting and a minor in French. She is currently a Manager at Larson Gross, CPAs & Consultants, specializing in the nonprofit industry. She provides assurance and tax services (audits, reviews, compilations, 990s, etc.) but her passion is serving as an advisor for her clients. In her spare time, Madchen enjoys hiking, biking, painting and gardening.
4.86 stars out of 5
“Mark Hugh is top notch. I love his presentations.”
“I love Mark’s ethics class. I have been attending for years!”
“Excellent speaker.” - past attendees
Mark Hugh, CPA, is the principal of Mark Hugh PLLC. He is a frequent trainer and speaker regarding state and local tax issues. His work includes planning and tax reporting reviews for a variety of organizations. He has represented hundreds of taxpayers before state and local agencies. He was the 2011-2012 board chair of the WSCPA. He was also a member of the AICPA Council, the governing body of the American Institute of Certified Public Accountants.
Mark teaches many CPE courses for the WSCPA on Washington State ethics and Washington taxation. He is also available to teach in-house Washington State ethics presentations for company CPE needs.
Martha Prestin currently serves as the CFO for the largest Boy Scouts of America Council in Washington State, operating four scout camping facilities and serving over 10,000 youth. As CFO, Martha leads the organization in developing financial accounting processes, procedures, and decision making, obtaining grants and accounting for government programs. Martha has worked with other Councils around the Pacific Northwest to assist in implementation of new fundraising and development software and volunteers as one of two BSA national representatives on the Blackbaud Product Advisory Group.
Martha currently volunteers as the WSCPA Nonprofit Resource Group Committee Co-chair and was a conference co-chair the previous two years. Martha is a certified credit union volunteer and has served on the volunteer board for O Bee Credit Union since 2004 and currently serves as the Supervisory Committee Chair. In addition, Martha volunteers on the BSA committees for Troop 342 and Pack 307, and as a district volunteer planning events such as pinewood derby, camp-o-ree and annual recognition banquets for volunteers.
Beginning her career at Brantley Janson Yost & Ellison, Certified Public Accountants, Martha obtained a wide variety of experience working with non-profit organizations performing assurance and Form 990 tax preparation services; fraud investigation and forensic accounting; audits of small businesses, manufacturing, construction, OMB A-133 government contracts, and employee benefit plans; and internal control review and development.
Martin Wurm is a senior economist with Moody’s Analytics. He covers financial markets, with a focus on market risk, as well as regional economies in the U.S. Before joining Moody’s Analytics, he served as associate professor of economics at Pacific Lutheran University in Tacoma. Dr. Wurm has published on financial market development and informal economies and has conducted local impact studies and forecasts. He holds a doctorate and master’s degree from the University of Wisconsin–Milwaukee and completed his undergraduate work at the University of Potsdam and the Ludwig-Maximilian’s University in Munich, Germany.
Wonderland Child & Family Services CEO/Executive Director Mary Kirchoff has led high-integrity, high-functioning management teams for several decades, first in the private sector at such companies as Hasbro/Wizards of the Coast and 38 Studies. She fulfilled a dream of doing mission-focused work by moving into the non-profit sector in 2013 with Wonderland, a Seattle-based not-for-profit for children with development challenges. Called in as an interim director after serving in a consulting capacity to the board of directors, she was hooked on the mission after watching her first session between a Wonderland therapist and a child in service.
During her time with Wonderland the organization has grown from a staff of 18 to 60 and experienced exponential growth in child count and revenue. Under Kirchoff’s leadership, Wonderland opened Hope RISING Clinic in 2019, the first and only facility of its kind, offering comprehensive assessment, diagnosis, and therapeutic services for children prenatally exposed to all substances. This groundbreaking clinic exists to change the life trajectory of the 1 in 10 children born every year exposed to substances—a true silent epidemic greater than the number of children born with autism.
Demonstrating that skills are universal and tenacity transcends all, she uses everything she learned in her career–including as a fantasy novelist–to solve business challenges and mentor the next generation of leaders. At heart she is a remodeler–of homes, management teams, and businesses to take them to their next best iteration.
Matt Cyr, CPA, has been an auditor since 2007. As a Partner in the audit department, Matt focuses on providing attestation services that include audits, reviews, and compliance audits for not-for-profit organizations ranging in size and mission. Financial analysis, budget work, and GAAP research are just some of the areas of accounting that Matt performs. Matt also has an extensive background with employee benefit plan audits. In addition to his involvement with not-for-profit audits, Matt enjoys being a resource for his clients on complex accounting issues and other challenges facing the not-for-profit sector. Matt also values being a member of the WSCPA Not-for-Profit Resource Group.
Michaela has been working in accounting since 2008, where she provides both audit and tax services to various not-for-profit organizations. While most of Michaela’s experience is in public accounting, Michaela worked at World Vision as a lead senior accountant for two years. She knows what it is like to go through an audit from both sides. Her industry experience includes performing financial statement audits, internal control testing, single audits, program specific audits, and preparation of Form 990.
To serve her clients best, Michaela focuses on building personal relationships with the people she works with. Because of her experience in the industry, she can relate to clients on a deeper level and empathizes with her clients. Michaela loves to take on challenges, so there is never and audit or accounting problem that is too complex for Michaela to tackle.
In Michaela’s free time she enjoys spending time with her husband, daughter and two dogs, baking, traveling the world, or relaxing with a good book. She is an active member of the WSCPA Not-for-profit committee and sits on the associate board of Wellspring Family Services. Michaela graduated from Pacific Lutheran University with a Bachelor of Arts in Business Administration in 2008.
Mitch Hansen, CPA, CMA, CFE, is a shareholder specializing in serving nonprofits and governmental entities. He has integrated his previous experience as a federal auditor with his public accounting experience to create an exceptional and well-rounded knowledge base. Mitch is active in a number of professional organizations and served on many nonprofit boards.
Renee is a partner at ConvergenceCoaching, LLC, a national consulting firm dedicated to developing leaders and transforming teams. Renee is committed to help clients see potential and opportunity around them and feel empowered to take advantage of it. She is especially passionate about accounting firm talent and helping firms more successfully leverage and grow their team members.
Renee is a frequent speaker, writer and facilitator on topics impacting accounting firm leaders and is especially passionate about flexible and virtual work, creating feedback-rich environments where team members can supportively grow, developing results-oriented metrics that drive successful outcomes, building innovative recruiting and retention programs and more. Through her work facilitating strategic planning, leadership development programs, and individual coaching to both firm leaders and individual team members, Renee offers practical strategies for improvement and change.
Prior to joining ConvergenceCoaching, Renee was a Firm Administrator for accounting firms of varying sizes across the country. In her role as Firm Administrator, she was responsible for finance, operations, human resources and oversight of the administrative team. Over the course of her 20+ year career, Renee was exposed to a variety of challenges in day-to-day operations as well as being instrumental in devising and executing long-term strategy. Her experience working closely with the Managing Partner and the partners to manage change provides experience that informs her consulting role within the ConvergenceCoaching client community.
Renee is a passionate fan and supportive of both the accounting community as well as the accounting administrator community and is committed to giving back through volunteerism. She is a member of The CPA Consultants’ Alliance and the CPA Firm Management Association (CPAFMA). She regularly speaks to societies and associations across the country in her quest to elevate both accounting and administrator talent.
In her free time, Renee takes care of a big vegetable and flower garden along with her husband and two teenagers in Franklin, Massachusetts. She and her husband have three English Setters and enjoy grouse and woodcock hunting in the Fall. Renee also sings baritone for a women’s barbershop chorus.
Sarah Huang is a principal in Clark Nuber’s tax department. She focuses her practice on tax compliance and consulting for grantmaking foundations and educational organizations. During her 15 years at Clark Nuber, she has provided extensive consulting services to tax-exempt organizations on matters such as tax law changes, unrelated business income, alternative investments, foreign filing requirements, state tax filings, payroll taxes, and donor acknowledgement requirements. She is a contributing writer and editor of the Form 990 Compliance Guide, published by CCH, and has written several articles for various publications, including a five-part series focusing on donor acknowledgement for the CCH Tax Exempt Advisor monthly newsletter. She is an associate member of the AICPA Exempt Organization Technical Resources Panel.
Sonja is an accomplished and results-driven professional with 15+ years of experience and achievement in human resources and management roles. As a pragmatic and adaptable HR operational leader, she is committed to seamlessly balancing multiple priorities and projects while adhering to deadlines and standards. She leads, develops, and empowers high-performing teams, driving top performance. With excellent communication and interpersonal skills, she cultivated productive relationships with diverse groups of clients, colleagues, vendors, and key stakeholders.
Tonia Campbell has over 20 years of financial accounting experience and has worked in a variety of industries including: For-Profit, Non-Profit, Financial Services, Healthcare, Broadcasting and Service. She
is currently the Chief Financial Officer (CFO) at Community Health Care and is the first African American to hold the position of CFO at this organization. She joined Community Health Care in 2013, where she
has successfully led the organization through growth and expansion over the past 8 years.
Tonia is a first-generation college graduate, as well, as first-generation licensed CPA. She received her B.S. in Accounting from City University, and obtained her CPA license the following year. Tonia is an active member of the Washington Society of Certified Public Accountants. Tonia also currently serves as a member of the Financial Aid Committee and Scholarship Committee at Pacific Christian Academy. Her interests include breaking down long standing health care disparities in minority communities and exposing workforce inequities. Whether she is volunteering in areas such as a financial aid committee, a food bank, in jail ministry or mentoring foster girls, Tonia has a heart to serve others and give back to her community.
Her mission is to live life on purpose and be a positive influence that empowers women to walk in their truth, in their faith and their strength so that they too can be an influence and inspiration to others as they walk through life.
She is a proud wife and mother of two empowered and successful daughters, and a grandmother of three.
Favorite quote: “It’s not who you are that holds you back. It’s who you think you are not” by Miles Monroe
Non-Member Price $579.00
Member Price $479.00