2016 Nonprofit Finance Conference
2016 NFC Presenters
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Presenters, alphabetical by last name
Robyn Bonville, CFO, Aroostook Mental Health Services
Robyn Bonville is currently the CFO at Aroostook Mental Health Services. Her background includes fiscal management for the State of Maine and multiple nonprofit organizations, as well as accounting software implementation, training and program lead for H&R Block bookkeeping and payroll services. With 13 years of experience developing and running profitable multi-million dollar programs on a very small budget, she has passion for fiscal sustainability and proper money management for much needed mental health services.
Robert N. Brown, Jr., CPA, CFE – Managing Partner of The CPA Solution, LLC
Bob Brown is the founding partner of The CPA Solution, LLC, a firm specializing in fraud detection and prevention, forensic accounting and fractional CFO services. Based in Bangor, Maine the firm provides services from coast to coast. The client base is diverse and includes governmental, non-profit and for-profit organizations. Bob is a former CFO and audit manager. He currently speaks at a number of colleges and universities as well as training workshops for conventions and private organizations. He has published several articles on fraud and has been referenced in several news publications.
Ken Bustard, MBA
Ken Bustard, MBA earned his Accounting degree from Husson College and his MBA from Husson University. Ken spent 2 years with a local CPA firm, followed by 20 years as the CFO for one of the larger nonprofit agencies in central Maine and sole proprietor of a consultation/tax practice. He began his own consulting practice, “The Accounting Coach” in 2006, working primarily with nonprofit organizations as a contracted CFO as well as board development and other trainings. He is also an adjunct instructor at Husson University, SCORE volunteer, Junior Achievement volunteer, and presenter for Maine Association of Non Profit (MANP).
Tracy Cassidy, CPA
Tracy Cassidy, CPA has her own accounting and tax practice. She has been working with nonprofit organizations, small businesses and individuals with their accounting, business operations and tax needs for 22 years. Before going into business for herself 13 years ago, she formerly worked with Moss Adams, LLP., a large national firm. She is a Certified QuickBooks Advisor and has been working with the program for more than 19 years. Tracy is also a presenter for Maine Association of Nonprofits (MANP) and has extensive experience consulting with non-profits on several finance related topics.
Nancy A. Chase, CPA, CIA, CFE, Manager, Macpage
Nancy A. Chase, CPA, CIA, CFE, Manager, has experience in accounting and auditing concentrated in the nonprofit area, for which she plans, reviews and prepares audit documentation and financial statements. She is present throughout the fieldwork and ensures that all tests are efficiently performed. Nancy became a Certified Public Accountant in 1998 and joined Macpage in 2008. She is a Certified Internal Auditor and Certified Fraud Examiner. Nancy speaks publicly on various topics related to accounting an federal compliance grants. Her advisory areas of expertise include: Strategic business planning, Financial regulations, Internal control design, Governance, Audit and consulting services related to preventing Fraud.
Hadje A. Esmiller, CPA, MBA, Manager, Macpage
Hadje A. Esmiller, CPA, MBA, Manager, Macpage, focuses his accounting and auditing work primarily on nonprofit organizations. He is responsible for the planning and management of client engagements, including monitoring the audit process and reviewing documentation and related deliverables. He is present throughout the fieldwork and ensures all tests are efficiently performed. Hadje has been with Macpage since 2006 and received his CPA certificate in 2009. Hadje develops strong lines of communication with client personnel and identifies and resolves issues efficiently and effectively. He has been a speaker for MANP in the past.
Melanie Lockwood Herman, Executive Director, Nonprofit Risk Management Center
Melanie Herman has served as Executive Director of the Nonprofit Risk Management Center since 1996 and has held senior management positions in the nonprofit sector since 1987. Melanie is the principal author of 20 books on various risk management topics and the architect of the Center’s widely-used cloud applications. She is the former chair of the Legal Section of ASAE, a former member of the inaugural Not-For-Profit Advisory Committee of the Financial Accounting Standards Board (2010-2012), and a seven-time member of the NonProfit Times “Power and Influence Top 50.” Melanie earned a Bachelor of Arts in Urban Affairs from American University (Washington, DC) and a Juris Doctor from George Mason University (Arlington, VA). She is a member of the District of Columbia Bar Association and serves on three national nonprofit boards (American Foundation for the Blind, the National Human Services Assembly, and the United Methodist Insurance Company, Inc.). Melanie has served as the lead consultant on dozens of risk consultancies for large, complex nonprofit organizations, including more than 50 Risk Assessments and numerous ERM projects. She has spoken about risk management at national and international conferences, and has delivered countless briefings to the boards and executive teams of Center clients.
Elena B. Mikuzis, CPA, Manager, Macpage
Elena B. Mikuzis, CPA, Manager, Macpage, focuses her accounting services on nonprofit organizations and has extensive experience using QuickBooks. She is responsible for the planning and management of client engagements, including monitoring the audit process and reviewing documentation and related deliverables. She is present throughout the fieldwork and ensures all tests are efficiently performed. Elena received her Certificate in Accounting and her Bachelor of Science in Business Administration, summa cum laude, from University of Southern Maine. She also holds a Bachelor of Arts in Linguistics and Foreign Languages from Siberian Independent University in Novosibirsk, Russia. Elena joined Macpage in 2012.
Peter G. Montano, CPA, Principal, Macpage
Peter G. Montano, CPA, Principal, Macpage, has over 20 years’ experience providing audit, advisory and tax services to nonprofit organizations and venture funds. He is responsible for the planning, control and coordination of audit services, issue identification and resolution, and presentation of the final management letter, financial statements and compliance reports. Peter became a Certified Public Accountant in 1992 and joined Macpage in 1994. Peter speaks regularly on topics affecting nonprofits and gives seminars on financial management. He assists nonprofit management and board members with implementing best practices. His advisory areas of expertise include: Strategic business planning, Financial regulations, Internal control design, Governance, Audit and consulting services related to federal and state compliance, Grant compliance training and program development.
Cathy L. Ramsdell, CPA, CGMA, Executive Director at Friends of Casco Bay, Nonprofit Financial Consultant
Cathy L. Ramsdell, CPA, CGMA, is the Executive Director at Friends of Casco Bay and an Organizational & Financial Consultant. She is a certified public accountant, a marine ecologist, and a behavioral biologist. She has served nonprofits and small businesses in a variety of executive, board, scientific, and consulting roles. Prior to joining Friends of Casco Bay in May 2003, Cathy’s consulting practice helped small businesses, nonprofit boards, family foundations, and chief executives with financial, organizational, and professional development; after the 2008 recession hit, she resumed doing financial consultations for nonprofits, while continuing her full time work as an executive director. Cathy has conducted ecological field research, run retail businesses, and worked in public accounting. She is an advisory council member of the Maine Association of Nonprofits, a member of the Policy Advisory Committee for Maine SeaGrant, and Trustee Emeritus of College of the Atlantic.
John H Rogers, CISSP, Manager of Professional Services at Sage Data Security
John H Rogers, CISSP, is the Manager of Professional Services at Sage Data Security of Portland, ME, and an information security professional since 2002. John has worked with organizations of all sizes and types, public and private sector, to create comprehensive and effective cybersecurity programs, manage risk, and train people at all organizational levels about their part in creating Continuity Culture, the organizational culture of resilience and sustainability.
Marc R. Roy, CPA, Audit Manager, Berry Talbot Royer
Marc R. Roy, CPA, heads up the Audit Department at Berry Talbot Royer, a full-service accounting firm in Falmouth. He focuses on audits, reviews, and compilations of nonprofits, schools, and local governments. While audits and reviews are important, he has found that what clients really value is his advice and assistance in making their accounting systems more efficient and useful, training their staffs in accounting principles that directly affect their organizations, and strengthening their systems of internal control.
David Schneider, Attorney, BernsteinShur
David Schneider has practiced in the field of executive compensation since he began practicing law at Simpson Thacher in New York. As an attorney at Bernstein Shur, he continues to focus on executive compensation issues as well as M&A/transactional law. He specializes in consulting on compensation levels and designing and drafting employment agreements, separation agreements, and bonus plans.
D.J. Shaughnessy, CFA, Vice-President, Portfolio Manager – F.L. Putnam Investment Management
D.J. Shaughnessy, CFA, Vice-President, Portfolio Manager – F.L. Putnam Investment Management – Mr. Shaughnessy, a CFA® charterholder, received his B.A. in economics from the University of Massachusetts and his M.B.A. from the Olin Graduate School of Management at Babson College. Before joining F.L.Putnam he was an analyst for the investment office overseeing the endowment of Bowdoin College. He formerly held the position of vice president and portfolio specialist with Wellington Management Company in Boston and also served as a consultant at Ibbotson Associates in Chicago. Mr. Shaughnessy currently serves on the Investment Advisory Committee for the town of Brunswick and enjoys coaching youth sports.
Ari Solotoff, Associate Attorney, Business Law Practice at Bernstein Shur
Ari Solotoff is an Associate Attorney in the Business Law Practice at Bernstein Shur. Having provided more than ten years of leadership to symphony orchestras, including service as Executive Vice President of The Philadelphia Orchestra and Executive Director of the Portland Symphony Orchestra, Ari has a particularly nuanced appreciation for the issues facing business and nonprofit executives, boards, and arts entrepreneurs. Whether addressing general corporate transactional and governance matters or legal compliance within a broader strategic and financial management plan, he provides reasoned and practical guidance to help his clients realize their business objectives.
Nelson Toner, Chair of Tax Practice Group at Bernstein Shur
Nelson Toner chairs the Tax Practice Group at Bernstein Shur. Nelson advises educational organizations, health care agencies, hospitals, and nonprofits on a range of tax matters, including Maine sales and use tax issues, real property tax, and public charity and private foundation status. He frequently shares his expertise at seminars for the Maine Bar Association and with law students at the University of Maine Law School as adjunct professor of estate and gift tax. In 2007, Nelson received the firm’s Barnett I. Shur Civic Award in recognition of his steadfast service to the community. Nelson is also very experienced in advising charitable organizations on private inurement and private benefit matters, and counseling individuals on their various estate planning options, like revocable and irrevocable trusts, gift planning, family limited partnerships, and limited liability companies.”