Not-For-Profit Conference 2025 WEBCAST
Overview
One Mission - One Community
Join us for the WSCPA Not-for-Profit Conference, the premier 2-day 16 credit annual event designed specifically for accounting and finance professionals serving the nonprofit sector. Whether you're a CPA, CFO, auditor, or nonprofit leader, this comprehensive conference offers essential insights to help you navigate today’s dynamic financial landscape with confidence and clarity.
Conference Highlights:
• Practical strategies to build personal financial stability and a wealth-building mindset for those working in mission-driven roles.
• A high-level look at current economic conditions and what they mean for nonprofit strategy and sustainability.
• Key updates on Uniform Guidance, audit thresholds, and compliance best practices for organizations receiving federal funds.
• Essential updates on Washington State tax law changes affecting B&O, sales/use tax, and nonprofit exemptions.
• Expert insights on aligning DEI, budgeting, and strategic planning during periods of financial uncertainty.
• A panel on how organizations are adapting to shifts in federal funding and exploring alternative revenue streams.
• Tools for anticipating future challenges and diversifying revenue to build long-term organizational strength.
• Strategic guidance for CPAs advising boards, donors, and nonprofit leaders on risk, reserves, and funding partnerships.
• What nonprofits need to know now to prepare for upcoming wage rule changes and workforce planning.
• Learn to detect fraud early, strengthen internal controls, and foster accountability—regardless of resources.
• Guidance on aligning advocacy efforts with your organization’s mission to build broader coalitions and policy impact.
• And More! - including breakout sessions, networking opportunities, and timely topics tailored to the not-for-profit community.
Earn up to 16 CPE credits while gaining valuable knowledge to better serve your mission and community.
REGISTER NOW! Don’t miss this opportunity to enhance your expertise, connect with peers, and return to your organization empowered to lead with integrity and foresight.
Highlights
- Advocacy as a Powerful Tool to Achieve Your Mission
- 2025 Outlook for Fiduciaries and Philanthropists
- Single Audit and Federal Grants Update
- Comprehensive FASB Updates.
- Real-World Lessons from Fraud Investigations
- Critical State & Local Tax Updates
- Scenario Planning and Revenue Diversification
- AI and the Future of Finance
- and MORE!
Prerequisites
None.
Designed For
Not-for-profit accounting and auditing professionals.
Objectives
- Gain expert guidance on best practices and critical updates from professionals in your industry.
- Gain insights to stay on the cutting edge of accounting standards.
- Build your technical expertise, deepen your leadership skills, and connect with colleagues who understand the challenges of the sector.
Preparation
None.
Premier Sponsor
Partner Sponsor
Supporter Sponsor
Engagement Sponsor
Wednesday, November 19, 2025
General Session
- Registration, Sign-in, and Breakfast
General Session
- Welcome and Announcements
General Session
- Connection to Cause: Advocacy as a Powerful Tool to Achieve Your Mission
Julia Hunter, Nonprofit Association of Washington
One of the most essential elements of nonprofit work is advocacy. This session will guide participants in connecting their nonprofit’s mission to the larger cause and taking the next step by advocating for their mission within that greater landscape.
We will discuss how your nonprofit can expand their strategic vision to include a larger community of individuals and organizations working in the same area, such as government agencies or universities. Participants will fill out a “Purpose Map” that charts the individuals, other nonprofits, and agencies that their nonprofit can collaborate with to strengthen their ability to achieve their mission.
General Session
- Break
General Session
- 2025 Outlook for Fiduciaries and Philanthropists
Erica Doyle, Bernstein Private Wealth ManagementErica Doyle
Erica Doyle is an experienced social impact leader skilled in developing philanthropic and partnership strategies to help organizations dramatically scale their impact. Currently, Erica is a Vice President and Philanthropic Specialist on the Foundation and Institutional Advisory team at Bernstein Private Wealth Management. She leads development and growth of Bernstein’s FIA business in the Western region.
Ashley Velategui, Bernstein Private Wealth Management
As the nonprofit and philanthropic sectors face an evolving landscape shaped by economic shifts, policy changes, and new funding realities, CPAs play a critical role in guiding fiduciaries and funders toward sound financial stewardship. This session offers a strategic overview of what’s ahead in 2025 and beyond, including the impacts of federal policy, economic trends, and regulatory changes. Learn how to help organizations identify and manage financial risks, realign cash reserves, and foster stronger partnerships between funders and nonprofits. Whether advising boards, executives, or donors, you’ll gain practical insights and strategies to support mission-driven organizations in navigating complexity and ensuring long-term resilience.
General Session
- Break
General Session
- FASB Update
Jeffrey Mechanick, FASB Senior Project Advisor, Financial Accounting Standards BoardJeffrey Mechanick
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader educational activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).
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 degree program in Nonprofit Management.
The FASB’s lead staff member for the nonprofit sector will update us on recent and emerging developments from the FASB. The session will highlight key changes in accounting standards, clarify their practical implications, and help nonprofit financial professionals prepare for upcoming implementation deadlines and otherwise “stay ahead of the curve.” We’ll leave time for Q&A, so please be sure to bring your questions!
General Session
- Break
General Session
- Concurrent Session B01 | Fraud Doesn’t Wait — Neither Should You
Jonathan Marks, BDO USA
Jim Carroll, Managing Director - Forensics
In the nonprofit world, trust is everything—and even a single case of fraud can cause lasting damage. Led by BDO forensic experts Jonathan Marks and Jim Carroll, this session offers real-world lessons from nonprofit fraud investigations and shows how to spot early red flags before they escalate. You’ll learn how to ask the right questions when something feels off, implement simple, scalable internal controls, and build a culture of accountability and transparency—even with limited resources. Designed for executives, board members, and finance leaders, this session will sharpen your instincts and help protect your organization from within.
General Session
- Lunch Break
General Session
- SALT in Flux: Critical State & Local Tax Updates for Washington Nonprofits
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.
With significant recent changes to Washington State tax laws, this year’s SALT update is more essential than ever for nonprofit finance professionals. This session will cover key updates affecting charitable organizations, including developments in Washington’s B&O tax, sales and use tax rules, and changes that could impact exemption eligibility, compliance obligations, and financial planning. We’ll also touch on trends in other states that may signal what’s coming next. Whether you’re navigating complex filings or advising leadership on tax strategy, this session will equip you with the insights needed to stay compliant and forward-thinking
General Session
- Break
General Session
- Scenario Planning for Nonprofit Leaders: Building Organizational Resilience
Dan Tritch, YPTC
In today’s dynamic environment, nonprofit leaders must proactively prepare for uncertainty to sustain their mission and impact. This session will provide a strategic overview of scenario planning and revenue diversification as essential tools for building organizational resilience.
Through thoughtful discussion, participants will explore how to anticipate potential challenges and opportunities and gain insights to guide decision-making that supports long-term financial health.
General Session
- Break
General Session
- From Questions to Clarity: What Every Nonprofit CPA Should Know About AI, Documents, and the Future of Finance
Scott Newcomer
In a world of growing complexity, the ability to ask the right questions—and understand the technology behind the answers—is becoming essential. This session brings together practical techniques for querying financial and compliance documents more effectively with a candid insider’s perspective on the realities of AI in nonprofit finance. Learn how to frame better questions, uncover deeper insights, and cut through the hype around emerging tools. You’ll walk away with actionable strategies to improve your workflows, enhance decision-making, and stay ahead of where the profession is headed.
General Session
- Adjourn
Thursday, November 20, 2025
General Session
- Registration, Sign-in, and Breakfast
General Session
- Welcome and Announcements
General Session
- Think Like a Pilot: Being Proactive, Leading with Presence, and Staying Mentally Sharp — Even in a Crisis
Bobby Dutton
Pilots deal with stress all the time – and yet, we joke about the fact that pilots always sound so calm that they’re almost bored. How is that possible, when they are traveling at lethal speeds with hundreds of lives depending on their every move?
Think Like a Pilot gives simple, data-backed approach procedures to being proactive, leading with presence, and staying mentally sharp — even in a crisis.
General Session
- Break
General Session
- The Future of Federal Funding: Navigating Change and Diversifying Opportunities
Jennifer Keller, Senior Manager, Clark Nuber PS
Jennifer Keller
Jen Keller, CPA is a principal in Clark Nuber’s Accounting and Consulting Services group. She has her M.A. in International Human Rights from the University of Denver and has experience working with governmental entities and international and domestic not-for-profit organizations. She has over 17 years of experience working with not-for-profits and public sector clients providing grants management, program development, budget preparation, indirect cost rate services, cost allocation plan development, internal control assessments, policy and procedure development, and systems integrations. Jen also serves as the Chair of the National Grants Management Association’s Pacific Northwest Chapter and was previously the Co-chair of the Washington Society of Certified Public Accountants’ NFP conference planning committee for 2023 & 2024.
Kim Snyder, Chief Financial Officer/COO
Jacob Ferrari, Apex Law Group LLPJacob Ferrari
Jacob Ferrari is inspired by nonprofit organizations, their impact, their leadership, and their passion. Like Jacob, Apex believes in nonprofits and, together, they work to care for their clients as much as their clients care for the community around them.
Jacob’s primary practice works with nonprofits at every growth stage which includes formation, application for tax exemption, board governance, and corporate exit plans. He prides himself on listening to his clients, counseling them through difficulties, and being a trustworthy voice in all of his clients’ endeavors.
Lisa Severtsen
Troy Rector, Shareholder, Clark Nuber PS
Troy Rector
Troy Rector, CPA, CGMA is a shareholder in Clark Nuber’s Public Sector Group, where he has dedicated his career to serving tax exempt organizations. Troy works with governmental entities and not-for-profit organizations to understand their unique issues, enabling him to provide technical advice that is both specific to their organization and also clear and concise. He has spent his career providing audit advisory services to governmental organizations, including those administering Federal funds. Troy regularly speaks at conferences, including the National Grant Management Association’s Annual Grants Conference and the AICPA National Governmental Not-For Profit Program and AICPA National Not-For Profit Conference. Troy resides in Edmonds, Washington with his wife and identical twin, UW Husky daughters.
Amanda Harlass, Controller, YWCA of Seattle King County Snohomish
Federal funding is shifting, bringing both challenges and new possibilities for nonprofits. This panel discussion offers expert insights on how organizations are adapting their strategies to navigate these changes. Explore innovative fundraising approaches, revenue diversification tactics, and compliance considerations designed to help your nonprofit remain resilient and mission-driven. Gain practical guidance to position your organization for success in an evolving funding landscape.
General Session
- Break
General Session
- To 2026 and Beyond: Implementing FLSA and New Exempt Salary Threshold
Nancy Kasmar, Compensations Connections, LLCNancy Kasmar
Nancy Kasmar is a Principal of Compensation Connections, with over 25 years of management experience in addition to ten years in human resources. She received her Master of Science degree from the University of California, San Francisco, and a Certificate in Management from the University of California, San Diego. Nancy holds a Senior Professional in Human Resources (SPHR) designation with an additional certification as a Certified Compensation Professional (CCP). She is also certified as a SHRM-SCP. Nancy has worked with hundreds of companies throughout North America as a compensation consultant. She was the 2014 President of Lake Washington Human Resource Association, and serves as the 2015-2016 Certification Director for the Washington State Human Resources Council. In addition to her professional and volunteer responsibilities, Nancy delivers presentations on HR topics, including compensation and benefits, throughout Washington State.
As we approach 2026, new regulations around the Fair Labor Standards Act (FLSA) and updated exempt salary thresholds will significantly impact nonprofit organizations and their workforce strategies. This session provides a clear, forward-looking overview of the latest FLSA changes, including what the new exempt salary threshold means for compensation planning, budgeting, and compliance. Learn practical steps for implementing these changes smoothly, avoiding common pitfalls, and aligning your policies with evolving labor laws to protect your organization and its mission. Prepare your team now to confidently navigate these important workforce regulations in the years ahead.
General Session
- Lunch Break
General Session
- The Evolving IRS Landscape: What Exempt Organizations Need to Know Now
Emina Cresswell, Baker Tilly (Spokane)Emina Cresswell
Emina has practiced public accounting since 2007. She’s the tax leader of the Washington region’s Not-for-Profit Practice. Emina focuses on tax compliance and consulting services for a wide range of not-for-profit clients, including public charities, private foundations, colleges and universities, credit unions, health care services, telecommunication and utility cooperatives. She also has extensive experience advising not-for-profit organizations on formation and ongoing retention of tax-exempt status, Forms 990 and 990-T, state reporting issues, payroll reporting, information reporting, tax reform implications, unrelated business income, related organizations, and taxable subsidiaries.
Join for a timely and engaging update on the current state of the IRS as it relates to tax-exempt organizations. This session will explore broader trends and developments impacting nonprofits. We’ll dive into the latest on IRS audit activity, the exemption application process, and common challenges organizations face when resolving tax issues. This session is designed to provide practical insights for both tax and non-tax professionals navigating today’s nonprofit regulatory environment.
General Session
- Break
General Session
- Economic Update: Trends, Risks, and What’s Ahead
Ryan Herzog, School of Bus. Admin., Program Coord., Gonzaga UniversityRyan 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.
The economic landscape continues to shift—and nonprofits must adapt to stay mission-focused and financially resilient. This session offers a high-level overview of current economic conditions and emerging trends shaping the broader environment in which nonprofits operate. From big-picture risks to opportunities on the horizon, you’ll gain perspective to support strategic planning, resource management, and long-term sustainability.
General Session
- Break
General Session
- Mission, Money & Equity: A Panel Discussion on Nonprofit Strategy in Uncertain Times
Andrea McGuire, Director, Investment and Tax, Casey Family ProgramsAndrea McGuire
Andrea McGuire, CPA has a diverse background in accounting, finance, and operations across both nonprofit and private sector organizations. She currently serves as the Director of Investment Portfolio Accounting and Tax Compliance at Casey Family Programs, where she previously held the role of Manager of Financial Accounting.
Before joining Casey Family Programs, Andrea was the Controller for Truck Sales & FP&A at Western Peterbilt. Prior to that, she held multiple roles at Clark Nuber PS, including Audit Manager, Senior Auditor, and Audit In-Charge Associate.
Andrea also served as the Manager of Finance and Operations at VillageReach and began her career at Axiom Certified Public Accountants and Business Advisors LLC, where she progressed from Staff Intern to Staff Accountant.
Jacob Ferrari
Jacob Ferrari is inspired by nonprofit organizations, their impact, their leadership, and their passion. Like Jacob, Apex believes in nonprofits and, together, they work to care for their clients as much as their clients care for the community around them.
Jacob’s primary practice works with nonprofits at every growth stage which includes formation, application for tax exemption, board governance, and corporate exit plans. He prides himself on listening to his clients, counseling them through difficulties, and being a trustworthy voice in all of his clients’ endeavors.
Meghan Altimore
Meghan Altimore is the Chief Executive Officer of Hopelink, bringing over 20 years of leadership within the organization. A mission-driven social worker and strategic leader, Meghan has played a key role in expanding services, developing Hopelink’s Shoreline and Redmond Centers, and advancing trauma-informed and data-driven practices.
She previously served as Vice President of Community Services and Chief Operating Officer before being appointed CEO. Meghan is currently leading the organization through its 2023 - 2025 Strategic Plan and into its next phase of growth and impact.
Kimberly Scott
Kimberly Scott, CAE, brings over two decades of dedicated leadership to her role of President & CEO of the WSCPA, a position she has held since 2017. Her commitment to advancing the CPA profession is evident in her extensive advocacy work at both state and national levels.
Since joining the WSCPA in 2000, she has served in various senior leadership roles throughout the organization. From 2009 to 2022, she also served as Executive Director of the Washington CPA Foundation. In the role of WSCPA’s Vice President of Government and Member Relations, Kimberly spearheaded the organization’s advocacy efforts, successfully driving the drafting and passage of multiple bills through the Washington State legislature, including a bill that secured $3.3 million for the Washington CPA Foundation. The Foundation now provides over $500,000 in accounting scholarships annually.
Beyond her role at WSCPA, Kimberly is involved in shaping the future of the accounting profession. She currently serves on the AICPA National Pipeline Advisory Group and recently served on the AICPA Women’s Initiatives Executive Committee.
A Certified Association Executive (CAE) credential holder, Kimberly is passionate about continuous learning. She has graduated from programs with Heroic Speaking, Leadership Eastside, and earned her certificate for DEI in the Workplace from the University of South Florida.
She has volunteered her time and expertise on various boards, including recently serving on the Washington Society for Association Excellence (WSAE) DEI Task Force, the Homeward Pet Board of Directors, and the Human Services Commission for her city.
Steve Swafford
Steven Swafford, Ed.D, IOM, Balance Warrior + CEO, has worked more than 30 years for and with non-profit and education-focused organizations in areas of strategy, advanced leadership, organization development, and executive management. He brings a practical knowledge of strategy and executive leadership with past organizations such as the National Association of Home Builders (NAHB), Club Managers Association of America (CMAA), and American Subcontractors Association (ASA) where he most recently served as the executive director. He is active in California Society of Association Executives (CalSAE) and American Society of Association Executives (ASAE) leadership serving multiple terms on the Board of Directors; Membership Committee Chair; Professional Development Committee Chair (aka Purple Cow Posse); Southern California Regional Council; university leadership advisor; and volunteer staff pastor. Steve is a 15-year faculty member for the U.S. Chamber of Commerce’s Institute of Management and serves on the Curriculum Committee for the U.S. Chamber of Commerce. A native of Kansas, Steve has a B.S. in journalism from Kansas State University; a M.Div. from Wesley Theological Seminary in Washington, DC; and his doctorate from Pepperdine University’s Graduate School of Education and Psychology focusing on Strategic Organizational Change. Steve has received the IOM (Institute for Organization Management) designation from the U.S. Chamber of Commerce and current serves as Adjunct Faculty for Pepperdine University’s Full-Time and Fully-Employed MBA Programs. Steve is an original co-founder of Leadership Outfitters, LLC with offices in Los Angeles, Washington, DC, Boston, Ft. Lauderdale, and Hartford, CT.
Join us for a dynamic panel discussion where finance and mission-driven leadership intersect. Explore how strategic planning and budgeting can help nonprofits navigate inflation, funding uncertainties, and tightening resources without compromising impact. Our panel of experts will also discuss how DEI (Diversity, Equity, and Inclusion) initiatives are evolving - and how organizations can pivot with purpose, even during financially challenging times. Leave with actionable insights to strengthen your mission, manage change, and plan for a more resilient future.
General Session
- Adjourn
Leader(s):
- Andrea McGuire, Director, Investment and Tax, Casey Family Programs
- Dan Tritch, YPTC
- Emina Cresswell, Baker Tilly (Spokane)
- Jacob Ferrari, Apex Law Group LLP
- Jeffrey Mechanick, FASB Senior Project Advisor, Financial Accounting Standards Board
- Jennifer Keller, Senior Manager, Clark Nuber PS
- Kelly Rancourt, Audit Principal, Clark Nuber PS
- Kim Eldred, Owner, Kim Eldred PLLC
- Kimberly Lohr, Principal, Delap LLP
- Ryan Herzog, School of Bus. Admin., Program Coord., Gonzaga University
- Sonjia Barker, Shareholder, State and Local Tax, Perkins & Co PC
- Troy Rector, Shareholder, Clark Nuber PS
Leader Bios
Andrea McGuire, Director, Investment and Tax, Casey Family Programs
Andrea McGuire, CPA has a diverse background in accounting, finance, and operations across both nonprofit and private sector organizations. She currently serves as the Director of Investment Portfolio Accounting and Tax Compliance at Casey Family Programs, where she previously held the role of Manager of Financial Accounting.
Before joining Casey Family Programs, Andrea was the Controller for Truck Sales & FP&A at Western Peterbilt. Prior to that, she held multiple roles at Clark Nuber PS, including Audit Manager, Senior Auditor, and Audit In-Charge Associate.
Andrea also served as the Manager of Finance and Operations at VillageReach and began her career at Axiom Certified Public Accountants and Business Advisors LLC, where she progressed from Staff Intern to Staff Accountant.
Emina Cresswell, Baker Tilly (Spokane)
Emina has practiced public accounting since 2007. She’s the tax leader of the Washington region’s Not-for-Profit Practice. Emina focuses on tax compliance and consulting services for a wide range of not-for-profit clients, including public charities, private foundations, colleges and universities, credit unions, health care services, telecommunication and utility cooperatives. She also has extensive experience advising not-for-profit organizations on formation and ongoing retention of tax-exempt status, Forms 990 and 990-T, state reporting issues, payroll reporting, information reporting, tax reform implications, unrelated business income, related organizations, and taxable subsidiaries.
Jacob Ferrari, Apex Law Group LLP
Jacob Ferrari is inspired by nonprofit organizations, their impact, their leadership, and their passion. Like Jacob, Apex believes in nonprofits and, together, they work to care for their clients as much as their clients care for the community around them.
Jacob’s primary practice works with nonprofits at every growth stage which includes formation, application for tax exemption, board governance, and corporate exit plans. He prides himself on listening to his clients, counseling them through difficulties, and being a trustworthy voice in all of his clients’ endeavors.
Jeffrey Mechanick, FASB Senior Project Advisor, Financial Accounting Standards Board
Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader educational activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).
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 degree program in Nonprofit Management.
Jennifer Keller, Senior Manager, Clark Nuber PS
Jen Keller, CPA is a principal in Clark Nuber’s Accounting and Consulting Services group. She has her M.A. in International Human Rights from the University of Denver and has experience working with governmental entities and international and domestic not-for-profit organizations. She has over 17 years of experience working with not-for-profits and public sector clients providing grants management, program development, budget preparation, indirect cost rate services, cost allocation plan development, internal control assessments, policy and procedure development, and systems integrations. Jen also serves as the Chair of the National Grants Management Association’s Pacific Northwest Chapter and was previously the Co-chair of the Washington Society of Certified Public Accountants’ NFP conference planning committee for 2023 & 2024.
Kelly Rancourt, Audit Principal, Clark Nuber PS
Winner of a 2023-2024 WSCPA Outstanding Volunteer Leader Award. Kelly Rancourt, CPA is a Principal in Clark Nuber’s Audit and Assurance Services Group. Kelly has over 15 years of experience performing audits for not-for-profit and healthcare organizations. She also performs federal compliance audits. 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), and the WSCPA. She is also a member of the AICPA Not-for-Profit Audit Risk Alert Subcommittee. She speaks locally and nationally on Not-for-Profit and Healthcare accounting topics, as wells as federal grant compliance.
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.
Ryan Herzog, School of Bus. Admin., Program Coord., Gonzaga University
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, CGMA is a shareholder in Clark Nuber’s Public Sector Group, where he has dedicated his career to serving tax exempt organizations. Troy works with governmental entities and not-for-profit organizations to understand their unique issues, enabling him to provide technical advice that is both specific to their organization and also clear and concise. He has spent his career providing audit advisory services to governmental organizations, including those administering Federal funds. Troy regularly speaks at conferences, including the National Grant Management Association’s Annual Grants Conference and the AICPA National Governmental Not-For Profit Program and AICPA National Not-For Profit Conference. Troy resides in Edmonds, Washington with his wife and identical twin, UW Husky daughters.
Non-Member Price $599.00
Member Price $499.00