Nonprofit Conference (E1612010)

Terri Albertson is currently the Philadelphia practice leader for the nonprofit and education industry of CBIZ MHM, LLC & Mayer Hoffman McCann P.C.

She has over 25 years of professional experience in providing value-added services to her governmental, not-for-profit clients including, quasi- governmental agencies, colleges and universities, foundations, behavioral health, social service, cultural organizations, religious organizations and hospitals.

She has extensive experience performing audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, OMB Circular A-133 and the OMB A-133 Compliance Supplement and the City of Philadelphia Subrecipient Audit Guide.

Ms. Albertson has spoken to the not-for-profit and education community on the new non-profit financial reporting project, strategic planning, single audit requirements, reputational risk business risk assessments, fiscal transparency, accounting and auditing updates, best governance practices, improving audit committee effectiveness, and raising tax exempt debt and ethics. She is active in teaching at the national and local level on topics such as audit, accounting and governance.. She has been published in various industry publications.

Prior to joining CBIZ & MHM, Ms. Albertson was an assurance partner of a top ten national accounting provider and the Philadelphia practice leader for nonprofit and education. Prior to that, she was the manager of the Internal Review Department of the Resolution Trust Corporation. In that capacity, she was responsible for the Affordable Housing Department and served as the liaison between Affordable Housing and the Office of the Inspector General-Investigatory Division. In addition, she was responsible for overall policy compliance, internal control and audit liaison. Ms. Albertson served as liaison to the General Accounting Office and OIG. Terri is currently the Philadelphia practice leader for the nonprofit and education industry of CBIZ MHM, LLC & Mayer Hoffman McCann P.C. Terri has over 25 years of professional experience in providing value-added services to her governmental, not-for-profit clients including, quasi- governmental agencies, colleges and universities, foundations, behavioral health, social service, cultural organizations, religious organizations and hospitals. She has extensive experience performing audits in accordance with auditing standards generally accepted in the United States of America and the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States, OMB Circular A-133 and the OMB A-133 Compliance Supplement and the City of Philadelphia Subrecipient Audit Guide. Terri has spoken to the not-for-profit and education community on the new non-profit financial reporting project, strategic planning, single audit requirements, reputational risk business risk assessments, fiscal transparency, accounting and auditing updates, best governance practices, improving audit committee effectiveness, and raising tax exempt debt and ethics. Terri is active in teaching at the national and local level on topics such as audit, accounting and governance.. She has been published in various industry publications. Prior to joining CBIZ & MHM, Terri was an assurance partner of a top ten national accounting provider and the Philadelphia practice leader for nonprofit and education. Prior to that, Terri was the manager of the Internal Review Department of the Resolution Trust Corporation. In that capacity, she was responsible for the Affordable Housing Department and served as the liaison between Affordable Housing and the Office of the Inspector General-Investigatory Division. In addition, Terri was responsible for overall policy compliance, internal control and audit liaison. Terri served as liaison to the General Accounting Office and OIG. In addition, she had her own certified public accounting firm and in that capacity, she provided both performance and financial audit services to the Commonwealth of Pennsylvania, Auditor General, consulting projects to the Federal Deposit Insurance Corporation and Resolution Trust Corporation, and litigation support services to the United States Coast Guard.

In addition, she had her own certified public accounting firm and in that capacity, she provided both performance and financial audit services to the Commonwealth of Pennsylvania, Auditor General, consulting projects to the Federal Deposit Insurance Corporation and Resolution Trust Corporation, and litigation support services to the United States Coast Guard.

Alex is an audit partner in the Not-for-Profit and Health Care practices of PKF O’Connor Davies, LLP. He has eighteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and single audits conducted in accordance with the Uniform Grant Guidance. Alex is also an adjunct professor of accounting at the City University of New York. He serves on a number of professional and academic affiliations and is a board member of the New York State Education Department State Board for Public Accountancy. He has authored articles on accounting, audit, tax and education and he has presented on both a professional and academic level.

Anthony J. Chapman III, CPA is an accounting and auditing partner at WithumSmith+Brown’s Princeton office. He has more than 25 years of experience and is one of the firm’s leading audit specialists, and also a Certified Information Technology Professional (CITP). Mr. Chapman concentrates his practice in the areas of service organizations, not-for-profit organizations, quasi-governmental entities, regulated and non-regulated organizations, telecommunication organizations, investment funds and industry trade associations. He has had extensive experience with these industries on international, national and regional levels, and has developed extensive expertise in assessing internal accounting control effectiveness.

Mr. Chapman has assisted numerous entities in mergers and acquisitions and the related due diligence work. He served for several years as a “Firm on Firm” and AICPA peer reviewer. He has also assisted non-public entities in the above industries with corporate governance consulting, including discussions and recommendations to audit committees and full boards.

A graduate of the Luben School of Business of Pace University, Mr. Chapman joined WithumSmith+Brown in 1985 and became a partner of the firm in 1994. He received his early professional experience working on national clients for a national CPA firm. He is a member of the American Institute of Certified Public Accountants (AICPA) and the New Jersey Society of CPAs (NJCPA). He is licensed in the states of New Jersey and New York.

Rick is a partner with FORVIS (which is the result of a merger between BKD and DHG) with more than 25 years of experience serving not-for-profit organizations. He is based in the firm’s New York office and is a member of FORVIS’ Higher Education Center of Excellence, which is an internal committee focused on addressing issues important to the higher education industry. Rick focuses on audits and advisory services for not-for-profit and higher education organizations.

Prior to this role, he worked at the FASB, where he served as a supervising project manager for almost six years. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made; and ASU 2019-03, Updating the Definition of Collections. He also was coordinator for FASB’s NFP Advisory Committee and Private Company Council. Before joining the FASB, Rick was vice president and controller at a large national museum in New York for seven years and a senior manager with a large international accounting firm where he worked for 14 years and specialized in audits of higher education institutions and other not-for-profit organizations.

Rick is a member of the AICPA Not-for-Profit Expert Panel. He is a lecturer at Columbia University’s School of Professional Studies in their Non-Profit Management program. He also has been a frequent speaker with NACUBO, the American Institute of CPAs (AICPA), and various state CPA societies.

He is a CPA in New York and New Jersey and is a member of the AICPA and New York State Society of Certified Public Accountants. Rick is a graduate of Montclair State University, New Jersey, with a B.S. degree and an M.B.A. degree.

Julie Helman serves as an Audit Manager for Sobel & Co.’s Nonprofit and Social Services Practice. She has more than twenty years of experience in nonprofit accounting, including ten years in public accounting for multiple firms (including a “Big 4” firm) and ten years with two different nonprofit organizations. This experience of serving nonprofit clients from both the audit/consulting perspective and the client perspective enables her to provide clients with unique insights.

At Sobel & Co., she actively participates in our internal training program, ensuring that our staff receives appropriate nonprofit training to allow us to meet Government Auditing Standards for audits of federal and state grants. She is a member of the American Institute of Certified Public Accountants, and serves on the Nonprofit Interest Group of the New Jersey Society of Certified Public Accountants. She also volunteers with her son’s Troop 8, Boy Scouts of America.

Ms. Helman is a graduate of the University of Richmond, Virginia, where she received a Bachelor of Science degree in Accounting.

Robert R. Lyons, CPA New York, NY Rob has 40 years of experience in the field of public accounting including experience with both regional and national Big 4 accounting firms. Rob’s emphasis has been in the not-for-profit tax and audit fields for the past thirty years. In addition to professional activities, he has taught and lectured in various advanced educational programs. Prior to Joining MP&S, Rob was the Director of Not-For-Profit Tax for KPMG’s New York office and had direct responsibility for tax operations for over 250 medium to large size not-for-profit clients including various pension trust activities. Rob’s specialization includes but is not limited to the areas of unrelated business income, use of for-profit subsidiaries, IRS intermediate sanctions, alternative investments and various other exempt organization reporting and compliance issues. In addition, he has consulted extensively with non-profits in the area of planned giving and development, expansion and growth potential. He has written numerous articles in the Journal of Taxation for Exempt Organizations and Tax Advisor Direct. Rob’s book credits include: Getting Started with Non-Profits, Non-Profits-Advanced Tax Issues, the 990 Workshop, CPA: Guide to Planned Giving, and Form 990: AICPA’s Answer to Unlocking the Tax Complexities. Rob is a member of the American Institute of CPAs and the New York State Society of CPAs and is a CPA licensed to practice in New York State, Florida, the District of Columbia and Virginia.

Louis Mezzina is a Senior Advisor with the Not-for-Profit Services Practice at Prager Metis, a member of Prager Metis International Group. Lou brings over 40 years of experience serving a diverse array of not-for-profit clients.

Lou has worked closely with well over 100 colleges, universities, and other not-for-profit organizations, including AARP, American Heart Association, the Archdiocese of New York, Duke University, Fordham University, Johns Hopkins University, Leukemia & Lymphoma Society, the March of Dimes, Metropolitan Opera, the New York Community Trust, and Wildlife Conservation Society. Beyond accounting, auditing, and financial reporting, he has assisted organizations and the nonprofit sector with respect to operations, risk management, and governance.

Lou is a noted speaker and has presented often at industry conferences, including the AICPA Not-for-Profit Industry Conference, NACUBO’s Higher Education Accounting Forum, NJCPA Nonprofit Conference, and the GWSCPA Nonprofit Symposium. His many years of leadership and service have earned him the National Association of College and University Business Officers’ inaugural Business Partners Service Award and the NJCPA Service Medallion.

Edward Miller is a Partner in the Northeast Higher Education Practice. Mr. Miller joined Arthur Andersen LLP in 2001 and served clients in both the for-profit and not-for-profit sectors. He joined Grant Thornton LLP in May 2002 and has since been fully-dedicated to serving clients in the not-for-profit sector.

Mr. Miller's clients have included the Salvation Army; Doris Duke Charitable Foundation, the Alfred P. Sloan Foundation, The Robin Hood Foundation, Sarah Lawrence College, Ithaca College, Marist College, Manhattanville College, Molloy College, Seton Hall University, St. Francis College, Adelphi University, Drew University, Iona College, American Museum of Natural History, Musculoskeletal Transplant Foundation, Securities Industry and Financial Markets Association, Securities Investor Protection Corporation, The Crohn’s and Colitis Foundation of America, Fedcap Rehabilitation Services, Inc., United Cerebral Palsy Association of Greater Suffolk, Inc., Daytop Village, Inc., The National Arthritis Foundation, the ASCPA, AmeriCares Foundation, Lighthouse International, Teach for America and various other not-for-profit organizations.

Mr. Miller received a Bachelor of Science degree in Accounting, summa cum laude, from the State University of New York at Albany. He is a Certified Public Accountant in the State of New York and is a member of the American Institute of Certified Public Accountants and New York State Society of Certified Public Accountants. He is also a member of Grant Thornton’s National Not-for-Profit Leadership Team.

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.

Anurag Sharma is a Principal of the Firm’s Cybersecurity practice and System & Organization Controls (SOC) practice based out of our Princeton, NJ office. Anurag is a regular speaker on Cybersecurity and SOC related topics at many State CPA Societies including NJCPA PICPA, CTCPA, FICPA, the AICPA and other organizations. Anurag has authored many articles dealing with Cybersecurity challenges faced by small and medium businesses (SMB) and has been frequently quoted in NJ Biz Magazine, Boston Business Journal and PEI Private Fund Management Magazine.

Anurag has over 19 years of experience and is one of Withum’s leading Cybersecurity specialists. His areas of expertise include Cybersecurity Assessments (NIST Cybersecurity Framework), SOC Suite of Services (SOC 1, SOC 2 and SOC for Cybersecurity), Corporate Governance, Sarbanes-Oxley Section 404 compliance and ISO/IEC 27001 Consulting.

Anurag is a Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP), and Certified in Risk and Information Systems Controls (CRISC). He is also designated as a SOC 1 and SOC 2 and SOC for Cybersecurity specialist by the Oversight Task Force of the AICPA Peer Review Board. He is a graduate of Symbiosis Center for Management & Human Resource Development (India), where he received his Master of Business Administration degree in Information Systems. Anurag is a member of Information Systems Audit and Control Association (ISACA) and International Information systems Security Certification Consortium (ISC)2.