Not-For-Profit Conference 2024 WEBCAST
Overview
Join us for an enlightening journey through the landscape of modern accounting at the Not-for-Profit Conference, where expert insights fuse with practical wisdom to empower your financial leadership. Our keynote will delve into the culture of caring leadership, setting the tone for a two-day event filled with critical updates and transformative strategies. Don’t miss this opportunity to elevate your accounting acumen and leadership capabilities. Register now to secure your spot at the forefront of accounting excellence! 
Highlights
- FASB update
- Board buy-in and board training.
- Single audit update
- Updates to state and local tax
- Solutions to enhance your audit readiness.
- AI tools for accountants can revolutionize your practice
- And more!
Prerequisites
None.
Designed For
Not-for-profit accounting and auditing professionals.
Objectives
Stay ahead of the curve with our comprehensive FASB update. Gain invaluable insights on board buy-in and board training. Navigate the complexities of the single audit update, including the latest Uniform Guidance modifications. Equip yourself with the knowledge to successfully navigate an ERP selection process. Learn how to prepare for an audit to ensure seamless financial operations. And more!
Preparation
None.
Gold Sponsor
Silver Sponsor
Networking Sponsor
Wednesday, November 20
General Session
- Registration, Sign-in, and Breakfast
General Session
- Welcome and Announcements
General Session
- Culture of Caring Leadership
Sean Douglas, Providence Services Eastern WA (PSEW)
Don’t miss our keynote by the CFO of Providence Health, who will reveal the powerful impact of caring leadership on organizational success. This must-attend session will set the tone for two days of critical updates and transformative strategies, providing you with actionable insights to foster a supportive and high-performing workplace.
General Session
- Break
General Session
- FASB Update
Jeffrey Mechanick, Assistant Director, Financial Accounting Standards BoardJeffrey Mechanick
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO). Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs. He is also an adjunct instructor in Columbia University’s MS program in Nonprofit Management.
Stay on the cutting edge of accounting standards with this comprehensive FASB Update session, an in-depth look at the latest developments from the Financial Accounting Standards Board. Gain critical insights into new and upcoming standards and learn how they affect your accounting practice. This session will equip you with the knowledge to stay compliant and maintain excellence in financial reporting.
General Session
- Break
General Session
- Board Buy In and Training
Julleen Snyder, Consulting Principal, Jacobson Jarvis & Co PLLCJulleen Snyder
Julleen Snyder, Audit Partner at Jacobson Jarvis, joined the firm in 1995 and has focused her practice on serving the needs of both large and small not-for-profit organizations. Her clients include private foundations, health and human service organizations, educational institutions, arts organizations and churches. Prior to joining Jacobson Jarvis, Julleen worked at Ernst & Young as an auditor and she also served as the controller of a local medical research organization. She currently serves as Treasurer of the Washington CPA Foundation and is a Past President of the Washington Society of CPAs.
Winning over stakeholders is key to successful governance. Join Julleen Snyder for a dynamic session on securing board buy-in and implementing effective training programs. Learn proven techniques to engage and align your board, ensuring robust support for your strategic initiatives and organizational success.
General Session
- Lunch Break
General Session
- Successfully Navigating an ERP Selection Process
Cheryl Olson, Director, Solutions Strategist, Clark Nuber PS
Embark on a journey to streamline your organization’s operations with a comprehensive guide to selecting the perfect ERP (Enterprise Resource Planning) system. Join Cheryl Olson and Eric Jensen as they share their expertise and insights, walking you through the critical steps and strategies for a successful ERP selection and implementation. This session will be your essential road map to avoid common pitfalls and ensure a smooth transition, laying the foundation for enhanced efficiency and growth.
General Session
- Break
General Session
- State and Local Tax Update
Sonjia Barker, Shareholder, State and Local Tax, Perkins & Co PCSonjia Barker
Adept at simplifying daunting tax situations, Sonjia draws on her Big 4 accounting firm and Washington Department of Revenue experiences to deliver actionable solutions to clients. With her impressive dossier and huge heart for helping others, she’s a powerhouse on any tax team and the leader of our SALT practice.
A military kid, Sonjia grew up in Illinois and California but now calls the beautiful Kitsap Peninsula in Washington state her home. Poised between Seattle and the Olympic National Forest, the area is the perfect playground for Sonjia’s outdoorsy family. An avid camper, Sonjia is on a quest to visit all the country’s national parks, though none may top her favorite—the Badlands.
When she’s not sleeping under the stars, you might find Sonjia enjoying a metal concert with thousands of her best friends. She’s been a huge Metallica fan since she was 12 and is surprised as anybody that she hasn’t outgrown her punk rock phase.
Kimberly Lohr
Kim specializes in providing state and local taxation advisory and compliance services to her clients. With more than 26 years of experience in state and local tax, she serves a diverse client base in a variety of industries, including manufacturing, financial institutions, transportation, and services to name a few. Kim focuses on multi-state income and franchise tax matters such as nexus, state tax base modifications, apportionment of income, business/non-business income, unitary taxation, gross receipt taxes, allocation of partnership items, state filing options, audit defense and voluntary disclosures. In addition to recommending strategies to minimize clients’ state and local tax liabilities, Kim consults on all aspects of state income tax, including participating in mergers and acquisition transactions, due diligence reviews, representation on state tax controversy matters, and assisting companies with state tax compliance and state tax accrual reviews. Prior to joining Delap, Kim was a managing director at BDO USA LLP’s state and local tax practice in Seattle. She has also worked for several multi-national companies, including several Fortune 500 companies, a small and mid-sized accounting firm, and a state tax authority. Outside the office, Kim enjoys spending time with her family and traveling, especially to the Disney parks.
Dive deep into the complexities of state and local taxation. This not-to-be-missed session provides essential insights and updates crucial for maintaining compliance and optimizing your organization’s tax strategy.
General Session
- Break
General Session
- AI Tools for Accountants
Lauren Renninger, Armanino LLPLauren Renninger
Lauren Renninger, CSM, supports her clients by acting as a product owner and business analyst for the Business Analytics & Automation team within Consulting at Armanino. She has consulting expertise in automation feasibility, product development, technology strategy, and process optimization across multiple industries including technology, manufacturing, and nonprofit.
Partnering closely with Armanino’s Strategy and Transformation team, Lauren is passionate about identifying business opportunities for clients to achieve greater outcomes through technology and automation. Lauren’s process-oriented mindset coupled with her technical skills focused on Microsoft Power Platform, grants her the unique ability to translate and break down complex topics.
Lauren was recognized by Consulting Magazine in 2022 as “One to Watch” in Strategy Consulting for her innovation and success in bringing robotic process automation (RPA) to her clients. Lauren is a Certified Scrum Master and a Penn State Engineering alumna.
Step into the future of accounting with this exciting session on AI tools for accountants. Join Lauren Renninger as she demystifies the world of artificial intelligence and demonstrates how these cutting-edge tools can transform your accounting practices. Learn how to leverage AI for automating routine tasks, enhancing data analysis, and providing deeper insights into financial trends. Whether you’re an AI enthusiast or a curious newcomer, this session will equip you with the knowledge and skills to harness the power of AI and elevate your accounting game.
General Session
- Break
General Session
- Economic Update
Ryan Herzog, Ph.D., Gonzaga University Office of Scholarship/Financial AidRyan Herzog
Professor Herzog is an Associate Professor of Economics at Gonzaga University in Spokane, Washington. He was born in Tacoma, Washington and grew up in Gig Harbor, Washington. He attended Pacific Lutheran University and graduated with a B.A. in Economics with minors in Mathematics and Business. After a brief stint at Russell/Mellon (Russell Investment) he went on to graduate school at the University of Oregon. He completed his doctorate in 2009 with a focus in International Capital Mobility, Econometrics, and International Finance. Professor Herzog’s academic interest include international capital flows, monetary policy, and regional business cycles. At Gonzaga he has served on a number of committees including faculty compensation (chair), retirement benefits, and university assessment (chair). He is a member of the Audit Committee at Numerica Credit Union.
Stay informed and ahead of the curve with this comprehensive Economic Update session. Understanding the current economic landscape is crucial for making informed financial decisions and strategic planning. As the saying goes, “To know where you’re going, you need to understand where you are.” This session will provide you with the latest insights and trends in the economy, helping you navigate uncertainties and identify opportunities. Gain valuable information that will enable you to adapt and thrive in a rapidly changing economic environment.
General Session
- Adjourn
Thursday, November 21
General Session
- Registration, Sign-In, and Breakfast
General Session
- Welcome and Announcements
General Session
- How to Hack the Five-Digit Code for a Successful Negotiation
Monique MacKinnon, Energetic Evolution
Learn the secrets to mastering negotiation with Monique MacKinnon’s five-digit code. This session is crucial for CPAs in the nonprofit sector to secure better funding, build stronger partnerships, and enhance stakeholder engagement.
General Session
- Break
General Session
- Mastering the Art of Subrecipient Monitoring - Auditor and Auditee Perspectives
Jennifer Keller, Senior Manager, Clark Nuber PS
Jennifer Keller
Jennifer Keller, CPA is a Principal in the Accounting and Consulting Services group. She has her M.A. in International Human Rights and has experience working with governmental entities and international and domestic not-for-profit organizations. She has over 12 years of experience working with public sector and not-for-profit clients providing indirect cost rate analysis and proposal development, grant management, program development, budget preparation, internal control assessments, policy and procedure development, and system integrations. Jen has led complex engagements evaluating needed changes to processes and policies including organized outreach efforts to obtain feedback and understanding from project stakeholders. Jen has collaborated with a wide range of clients, aiding them in enhancing and documenting their existing cost allocation strategies. She has assisted these clients in evaluating their business requirements related to obtaining an indirect cost rate. In partnership with them, she has effectively developed and negotiated rates with their relevant cognizant agencies Critical to Jen’s successful engagements is the combination of both her experience and excellent project management skills.
Troy Rector
Troy Rector, CPA, is a shareholder in the Not For Profit and Governmental Services Group at Clark Nuber PS and has spent his career serving tax exempt organizations. He serves a range of tax exempt organizations including low income housing, healthcare and others receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance and Single Audit related topics. He is the past chair of the WSCPA Governmental Audit & Accounting Committee, a member of the AICPA’s Government Audit Quality Center’s Executive Committee and board member of a local school district foundation.
Elevate your subrecipient monitoring practices with this insightful session, tailored for both auditors and auditees. Join experts Jen Keller and Troy Rector as they delve into the intricacies of overseeing subrecipient activities to ensure compliance with funding regulations and the achievement of program goals. By exploring strategies from both perspectives, you’ll learn best practices for managing risks, fostering effective collaboration, and ensuring successful audit outcomes. This session offers the tools and knowledge to refine your monitoring processes, enhancing oversight and accountability within your organization.
General Session
- Break
General Session
- Reducing Cyber Risk and Optimizing Insurance Costs
John Stephens, Convergence Networks
Your organization’s cyber defenses are only as strong as your knowledge. Join John Stephens for a vital session on reducing cyber risk and optimizing insurance costs. Don’t leave your organization exposed—attend and arm yourself with the tools to protect against escalating cyber threats.
General Session
- Lunch Presentation: Today's Challenges and Best Practices in Cyber Security
Birage Tandon, Assoc. Head of School, CFO, Lakeside
Wentina Hurtado, Interim CEO/CFO, PROVAIL
Donavan Lam
Nancy Smith, CFO SelectionsNancy Smith
Nancy Smith is a partner with CFO Selections and is a leader of their not-for-profit practice. She has served a variety of not-for-profits as a consulting CFO, providing fractional, interim, and project-based financial expertise. She holds a bachelor’s degree from Seattle Pacific University and an MBA from the University of Washington.
Why choose between lunch and learning when you can have both? Join us for a deliciously informative lunch session where our expert panel will dish out the latest challenges and best practices in cybersecurity. Featuring insights from Nancy Smith, Birage Tandon, Donovan Lam, and Wentiina Hurtado, this session will serve up a satisfying combo of CPE and culinary delights. Don’t miss out on this appetizing opportunity to feed your mind and your stomach!
General Session
- Disconnect to Connect: Practice Mindfulness
Paulomi Campbell, Swedish Health ServicesPaulomi Campbell
Dr. Paulomi Campbell is a Pain Psychologist at the Swedish Structural Functional Restoration Pain Program. She completed her internship at Atlanta VAMC and fellowship at Emory University/Grady Medical Center. With a background in counseling and community psychology with a focus in health psychology, she is trained in several empirically based therapy techniques and has additional research experience and training in meditation and mindfulness psychology. She is specialized in chronic pain management, psycho-oncology, sleep medicine, and coping with chronic medical conditions. As part of Swedish Pain Services, Dr. Campbell provides comprehensive evaluations to adults referred to the Structural Functional Restoration Program. She consults on a multi-disciplinary team regarding the mental health needs of patients, as well teaches various relaxation techniques, mindfulness and meditation.
In this session, you will:
- Gain a clear understanding of what mindfulness is and how to practice it
- Learn to evaluate your work-life balance
- Understand how to improve your engagement at work and your overall well being
- Discover a couple of quick and easy mindfulness practices in the office
- Learn the most effective office/desk mindful stretches for clarity and focus.
General Session
- Break
General Session
- Bridging Financial Leadership
Kim Eldred, Owner, Kim Eldred, PLLCKim Eldred
Kim Eldred is the owner of her own solo CPA firm and provides two unique services as a Certified Public Accountant. She is both a Financial Accountability Coach where she has many years of experience helping individuals manage money and build wealth and an interim/fractional Chief Financial Officer where she specializes in oversight and assisting businesses with building a solid accounting team while implementing accounting best practices.
Kim is an experienced, mission driven finance professional with over 35 years of experience in diverse industries including social service, healthcare, engineering, cable tv and import/export. She has comprehensive experience in financial analysis and reporting, budgeting, accounting processes and benefits analysis as well as management experience with both for profit and not-for-profit companies. She is a key player in the financial management of programs, process improvement and negotiation.
Prior to going solo in her CPA firm, she most recently served as the Chief Financial Officer of a social service agency with a variety of community-based services in Washington state. In this position, she provided strategic financial leadership causing the growth of the company to double its revenue to $40M+. Her areas of oversight included all in-house accounting services such as payroll, accounts payable, accounts receivable, billing, financial analysis and reporting. She also provided contract review and negotiation as well as cost containment, cash management and benefits review and analysis.
Prior to holding this position, Kim served in accounting management positions in Virginia, Pennsylvania and New York at a large hospital clinical practice, a not-for-profit social service agency and an employee-owned engineering firm. She started her career as an accountant at a local CPA firm, a large cable tv company, a large nursing home operator and an import/export company. Early in her career, she was recognized as a capable leader who took pride in her work, understanding how great accounting services impact the company and those it serves. Through this, she quickly advanced to supervision of projects and people. This has allowed Kim to provide added value to each company for whom she has worked.
Kim holds a Master of Accounting from Old Dominion University and a Bachelor of Arts in Accounting from Cedarville University. In her spare time, Kim enjoys camping and playing the piano and enjoying time with her husband, their three sons, two daughters-in-law and four grandchildren.
Take your financial leadership skills to the next level with Kim Eldred, who brings over two decades of experience in financial oversight and executive leadership. Learn how to seamlessly connect financial expertise with strategic leadership. Propel your team and organization forward with innovative and impactful leadership strategies.
General Session
- Break
General Session
- Federal Tax Update
This session will cover the latest changes and developments in federal tax laws, providing you with critical insights to ensure compliance and optimize your tax strategies. As the financial landscape shifts, remaining adaptable is essential. Don’t miss this opportunity to gain the knowledge needed to thrive amidst the changes and support your organization’s financial health.
General Session
- Break
General Session
- Linking Company Culture with Customer Needs for Extraordinary Results
Edgar PapkeEdgar Papke
Edgar Papke, MCEC, is an author, leadership coach, and public speaker. He is a globally recognized thought leader in business psychology, enterprise-wide alignment, and the design and development of innovative organizations and cultures.
This session delves into the essential elements of aligning a company’s culture with its customers’ needs. Papke presents a comprehensive framework that includes assessment tools, case studies, and actionable strategies.
General Session
- Adjourn
Leader(s):
- Birage Tandon, Assoc. Head of School, CFO, Lakeside
- Cheryl Olson, Director, Solutions Strategist, Clark Nuber PS
- Donavan Lam
- Edgar Papke
- Jeffrey Mechanick, Assistant Director, Financial Accounting Standards Board
- John Stephens, Convergence Networks
- Julleen Snyder, Consulting Principal, Jacobson Jarvis & Co PLLC
- Kim Eldred, Owner, Kim Eldred, PLLC
- Kimberly Lohr, Principal, Delap LLP
- Lauren Renninger, Armanino LLP
- Monique MacKinnon, Energetic Evolution
- Nancy Smith, CFO Selections
- Paulomi Campbell, Swedish Health Services
- Ryan Herzog, Ph.D., Gonzaga University Office of Scholarship/Financial Aid
- Sean Douglas, Providence Services Eastern WA (PSEW)
- Sonjia Barker, Shareholder, State and Local Tax, Perkins & Co PC
- Troy Rector, Shareholder, Clark Nuber PS
- Wentina Hurtado, Interim CEO/CFO, PROVAIL
Leader Bios
Edgar Papke
Edgar Papke, MCEC, is an author, leadership coach, and public speaker. He is a globally recognized thought leader in business psychology, enterprise-wide alignment, and the design and development of innovative organizations and cultures.
Jeffrey Mechanick, Assistant Director, Financial Accounting Standards Board
Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO). Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs. He is also an adjunct instructor in Columbia University’s MS program in Nonprofit Management.
Julleen Snyder, Consulting Principal, Jacobson Jarvis & Co PLLC
Julleen Snyder, Audit Partner at Jacobson Jarvis, joined the firm in 1995 and has focused her practice on serving the needs of both large and small not-for-profit organizations. Her clients include private foundations, health and human service organizations, educational institutions, arts organizations and churches. Prior to joining Jacobson Jarvis, Julleen worked at Ernst & Young as an auditor and she also served as the controller of a local medical research organization. She currently serves as Treasurer of the Washington CPA Foundation and is a Past President of the Washington Society of CPAs.
Kim Eldred, Owner, Kim Eldred, PLLC
Kim Eldred is the owner of her own solo CPA firm and provides two unique services as a Certified Public Accountant. She is both a Financial Accountability Coach where she has many years of experience helping individuals manage money and build wealth and an interim/fractional Chief Financial Officer where she specializes in oversight and assisting businesses with building a solid accounting team while implementing accounting best practices.
Kim is an experienced, mission driven finance professional with over 35 years of experience in diverse industries including social service, healthcare, engineering, cable tv and import/export. She has comprehensive experience in financial analysis and reporting, budgeting, accounting processes and benefits analysis as well as management experience with both for profit and not-for-profit companies. She is a key player in the financial management of programs, process improvement and negotiation.
Prior to going solo in her CPA firm, she most recently served as the Chief Financial Officer of a social service agency with a variety of community-based services in Washington state. In this position, she provided strategic financial leadership causing the growth of the company to double its revenue to $40M+. Her areas of oversight included all in-house accounting services such as payroll, accounts payable, accounts receivable, billing, financial analysis and reporting. She also provided contract review and negotiation as well as cost containment, cash management and benefits review and analysis.
Prior to holding this position, Kim served in accounting management positions in Virginia, Pennsylvania and New York at a large hospital clinical practice, a not-for-profit social service agency and an employee-owned engineering firm. She started her career as an accountant at a local CPA firm, a large cable tv company, a large nursing home operator and an import/export company. Early in her career, she was recognized as a capable leader who took pride in her work, understanding how great accounting services impact the company and those it serves. Through this, she quickly advanced to supervision of projects and people. This has allowed Kim to provide added value to each company for whom she has worked.
Kim holds a Master of Accounting from Old Dominion University and a Bachelor of Arts in Accounting from Cedarville University. In her spare time, Kim enjoys camping and playing the piano and enjoying time with her husband, their three sons, two daughters-in-law and four grandchildren.
Kimberly Lohr, Principal, Delap LLP
Kim specializes in providing state and local taxation advisory and compliance services to her clients. With more than 26 years of experience in state and local tax, she serves a diverse client base in a variety of industries, including manufacturing, financial institutions, transportation, and services to name a few. Kim focuses on multi-state income and franchise tax matters such as nexus, state tax base modifications, apportionment of income, business/non-business income, unitary taxation, gross receipt taxes, allocation of partnership items, state filing options, audit defense and voluntary disclosures. In addition to recommending strategies to minimize clients’ state and local tax liabilities, Kim consults on all aspects of state income tax, including participating in mergers and acquisition transactions, due diligence reviews, representation on state tax controversy matters, and assisting companies with state tax compliance and state tax accrual reviews. Prior to joining Delap, Kim was a managing director at BDO USA LLP’s state and local tax practice in Seattle. She has also worked for several multi-national companies, including several Fortune 500 companies, a small and mid-sized accounting firm, and a state tax authority. Outside the office, Kim enjoys spending time with her family and traveling, especially to the Disney parks.
Lauren Renninger, Armanino LLP
Lauren Renninger, CSM, supports her clients by acting as a product owner and business analyst for the Business Analytics & Automation team within Consulting at Armanino. She has consulting expertise in automation feasibility, product development, technology strategy, and process optimization across multiple industries including technology, manufacturing, and nonprofit.
Partnering closely with Armanino’s Strategy and Transformation team, Lauren is passionate about identifying business opportunities for clients to achieve greater outcomes through technology and automation. Lauren’s process-oriented mindset coupled with her technical skills focused on Microsoft Power Platform, grants her the unique ability to translate and break down complex topics.
Lauren was recognized by Consulting Magazine in 2022 as “One to Watch” in Strategy Consulting for her innovation and success in bringing robotic process automation (RPA) to her clients. Lauren is a Certified Scrum Master and a Penn State Engineering alumna.
Nancy Smith, CFO Selections
Nancy Smith is a partner with CFO Selections and is a leader of their not-for-profit practice. She has served a variety of not-for-profits as a consulting CFO, providing fractional, interim, and project-based financial expertise. She holds a bachelor’s degree from Seattle Pacific University and an MBA from the University of Washington.
Paulomi Campbell, Swedish Health Services
Dr. Paulomi Campbell is a Pain Psychologist at the Swedish Structural Functional Restoration Pain Program. She completed her internship at Atlanta VAMC and fellowship at Emory University/Grady Medical Center. With a background in counseling and community psychology with a focus in health psychology, she is trained in several empirically based therapy techniques and has additional research experience and training in meditation and mindfulness psychology. She is specialized in chronic pain management, psycho-oncology, sleep medicine, and coping with chronic medical conditions. As part of Swedish Pain Services, Dr. Campbell provides comprehensive evaluations to adults referred to the Structural Functional Restoration Program. She consults on a multi-disciplinary team regarding the mental health needs of patients, as well teaches various relaxation techniques, mindfulness and meditation.
Ryan Herzog, Ph.D., Gonzaga University Office of Scholarship/Financial Aid
Professor Herzog is an Associate Professor of Economics at Gonzaga University in Spokane, Washington. He was born in Tacoma, Washington and grew up in Gig Harbor, Washington. He attended Pacific Lutheran University and graduated with a B.A. in Economics with minors in Mathematics and Business. After a brief stint at Russell/Mellon (Russell Investment) he went on to graduate school at the University of Oregon. He completed his doctorate in 2009 with a focus in International Capital Mobility, Econometrics, and International Finance. Professor Herzog’s academic interest include international capital flows, monetary policy, and regional business cycles. At Gonzaga he has served on a number of committees including faculty compensation (chair), retirement benefits, and university assessment (chair). He is a member of the Audit Committee at Numerica Credit Union.
Sonjia Barker, Shareholder, State and Local Tax, Perkins & Co PC
Adept at simplifying daunting tax situations, Sonjia draws on her Big 4 accounting firm and Washington Department of Revenue experiences to deliver actionable solutions to clients. With her impressive dossier and huge heart for helping others, she’s a powerhouse on any tax team and the leader of our SALT practice.
A military kid, Sonjia grew up in Illinois and California but now calls the beautiful Kitsap Peninsula in Washington state her home. Poised between Seattle and the Olympic National Forest, the area is the perfect playground for Sonjia’s outdoorsy family. An avid camper, Sonjia is on a quest to visit all the country’s national parks, though none may top her favorite—the Badlands.
When she’s not sleeping under the stars, you might find Sonjia enjoying a metal concert with thousands of her best friends. She’s been a huge Metallica fan since she was 12 and is surprised as anybody that she hasn’t outgrown her punk rock phase.
Troy Rector, Shareholder, Clark Nuber PS
Troy Rector, CPA, is a shareholder in the Not For Profit and Governmental Services Group at Clark Nuber PS and has spent his career serving tax exempt organizations. He serves a range of tax exempt organizations including low income housing, healthcare and others receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance and Single Audit related topics. He is the past chair of the WSCPA Governmental Audit & Accounting Committee, a member of the AICPA’s Government Audit Quality Center’s Executive Committee and board member of a local school district foundation.
Non-Member Price $539.00
Member Price $439.00