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.
All attendees at this event will be required to show proof of COVID-19 vaccination or a negative COVID-19 test and to wear a mask. Masks will be available for those needing them. Please review our current COVID-19 Health and Safety Policies for more details.
Wednesday, November 17
Thursday, November 18
- Amy Sutherland
- Andrew Prather
- Candice Avery
- David Lawson
- Heather Fitzpatrick
- James Johnson Jr
- Jeffrey Mechanick
- Jen Martin
- Judy Andrews
- Karin Larson-Pollock
- Kelly Rancourt
- Lori Laubach
- Madchen Petrie
- Mark Hugh
- Martin Wurm
- Mary Kirchhoff
- Matthew Cyr
- Michaela Kay
- Mitchell Hansen
- Sarah Huang
- Sonja Baron
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 chairs 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.
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.
Heather L. Fitzpatrick is the president and CEO of MarketFitz, Inc, a management consulting firm focused on helping clients deliver measurably improved financial returns on market-facing investments. While MarketFitz has clients in a variety of industries, Heather’s practice focuses on marketing strategy for professional service, not-for-profit, healthcare and other organizations offering intangible benefits to their target audiences. Passionate about both client and community service, Fitzpatrick has served on a number of boards, including the Washington CPA Foundation Board of Trustees, which she chaired from 2009 to 2011, and the WSCPA Board. She lives with her husband, Brad, and their 2 children in Edmonds.
James Johnson Jr
James H. Johnson Jr. is the William R. Kenan Jr. Distinguished Professor of strategy and entrepreneurship and director of the Urban Investment Strategies Center at the Frank Hawkins Kenan Institute of Private Enterprise.
His research interests include community and economic development, the effects of demographic changes on the U.S. workplace, interethnic minority conflict in advanced industrial societies, urban poverty and public policy in urban America, and workforce diversity issues.
Dr. Johnson and Dr. John D. Kasarda coauthored “The Economic Impact of the African American Population on the State of North Carolina” and a study on the economic impact of North Carolina’s Hispanic population. With support from the Russell Sage Foundation, Dr. Johnson published research on the economic impact of Sept. 11 on U.S. metropolitan communities. Currently he is researching the economic and employment impact of white collar job shifts offshore on U.S. competitiveness.
Dr. Johnson examines the causes and consequences of growing inequality in American society, particularly as it affects socially and economically disadvantaged youth; entrepreneurial approaches to poverty alleviation, job creation, and community development; inter-ethnic minority conflict in advanced industrial societies; and business demography and workforce diversity issues.
Fast Company profiled him in “Hopes and Dreams.”
He has published more than 100 scholarly research articles and three research monographs and has co-edited four theme issues of scholarly journals on these and related topics. His latest book is “Prismatic Metropolis: Inequality in Los Angles.”
He received his PhD from Michigan State University, his MS from the University of Wisconsin at Madison and his BS from North Carolina Central University.
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.
Karin Larson-Pollock is the Executive Director, Chief Quality & Analytics Officer at Providence Regional Medical Center Everett, a tertiary medical center in Washington state and member of Providence St. Joseph Health. 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 / utilization management.
Dr. Larson-Pollock graduated from The University of Montana in Business Administration / Marketing with a minor in German. After serving with the U.S. Peace Corps in Kenya, she returned to the U. S. for graduate studies - receiving her MD from Northwestern University’s Feinberg School of Medicine and MBA from Northwestern University’s Kellogg School of Management. 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 a Fellow in the American College of Healthcare Executives (ACHE) and serves as the ACHE District 5 Regent for Washington State. Additionally, she serves as a board member for ACHE’s Washington state chapter – the Washington State Healthcare Executives Forum (WSHEF). In her spare time, Karin loves to be with her amazing family and is enjoying free time after having just graduated (with Distinction) from the Harvard Business Analytics Program, an 18-month executive education program at Harvard University in Boston.
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.
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.
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.
Mary’s career supporting those in need began on the grade school playground, where she regularly challenged and deflated bullies. Thirty years of toiling for The Man helped her develop a broad range of eclectic skills, from editing and publishing, to marketing, and business management at for-profit companies such as Hasbro, Wizards of the Coast, 38 Studios, and TOR Books/St. Martin’s Press. She stepped away briefly mid-career to raise two boys who are now men and author twelve novels, as well as study and practice extensively as a certified integrative life and executive coach. She is thrilled to be using the full breadth of skills she’s acquired over her career in her daily work at Wonderland. In recent years she’s turned her sights on golf, a fickle game.
Matt Cyr has been an auditor since 2007. As a senior manager in the nonprofit audit department, Matt focuses on providing attestation services that include nonprofit 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 assists clients with complex accounting and other accounting needs. Consulting with clients on internal control questions and concerns is an area which Matt is passionate. He has several years of public accounting experience working with clients and networking with colleagues on complex accounting issues and the challenges facing the not-for-profit sector.
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.
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.
Non-Member Price $629.00
Member Price $529.00