2017 Nonprofit Finance Conference
We are grateful to the following presenters for giving their time and talents to the 2017 Nonprofit Finance Conference.
Presenters listed alphabetically by last name.
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Drew Aiello – Merchant Advocate
Drew is a graduate from Boston University with a degree economics and a minor in money and banking. He began his financial services career with Smith Barney as a stock broker in Boston. In 2001, Drew began his career in the merchant services industry where he has many relationships with private business owners and various associations. Over the last several years Drew started working with Merchant Advocate to enable merchants to cut costs and improve efficiencies without interrupting their current merchant relationship. Drew lives in upstate NY and mainly services the Northeastern United States.
Patrick Brady, Esq. – Bernstein Shur
Patrick provides day-to-day tax counseling to clients and leans on his experience in accounting to inform decisions on unique practicalities of tax issues, and how they relate to reporting transactions to the IRS and local tax authorities. Patrick routinely assists non-profits and for-profits with formation, governance and transactional matters. Patrick attended the University of Maine School of Law and is licensed to practice law in Maine, Massachusetts and New Hampshire.
Nancy Chase, CPA, CIA, CFE – Macpage
Nancy’s experience in accounting and auditing is concentrated in the nonprofit and credit union areas, 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.
Nicholas Crosman, CPA, MSA – Macpage
Nick concentrates his taxation practice on compliance services for estates, trusts, individuals, non-profits, and various types of business entities. He provides a range of tax services, including tax return preparation and review, tax research, and tax planning. Nick graduated from the University of New Hampshire with a Bachelors of Science in Accounting in 2010, and a Masters of Science in Accounting in 2011. He joined Macpage in 2016, and has practiced in public accounting since 2011. He is a certified public accountant and member of the AICPA and Maine Estate Planning Council.
Michael Daily – Executive Service Corps
Michael Daily is a nonprofit financial expert with over 20 years of experience as a CFO and over 20 years of experience as a nonprofit consultant. He consults on financial issues, business planning and turnarounds. He is founder and former Executive Director of a regional nonprofit consulting firm, Executive Service Corps (ESC). He is a graduate of MIT and Harvard Business School.
Hadje Esmiller, CPA, MBA – Macpage
Hadje 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.
Kathy Finnell, MACC, CPA – Macpage
Kathy Finnell is a manager for Client Accounting Services (CAS) at Macpage. She has more than 20 years of experience in nonprofit leadership roles including non-profit accounting, grant management and A133 audits and software implementation. Kathy also managed compliance, financial reporting and spending forecasts for federal, state, and community grants. Kathy joined Macpage in July 2017 and shares her passion and expertise in accounting and business processes to support nonprofit clients and organizations.
Rachel Gallo – Data Innovation Project (USM)
Rachel Gallo, M.P.H., provides technical assistance, research, and evaluation services to programs working to improve healthcare delivery in Maine. She is a member of the evaluation team for the statewide Maine Lung Cancer Coalition. In addition, she was recently elected to the Cumberland District Public Health Council. Rachel holds an M.P.H. in Epidemiology from The George Washington University and a B.S. in Biology from the University of New Hampshire.
Sarah Goan – Data Innovation Project (USM)
Sarah Goan is a Research Associate with the Data Innovation Project (DIP), housed within the Muskie School of Public Service at the University of Southern Maine. She has over a decade of experience conducting research and evaluation for programs that enhance child and family well-being. Sarah provides evaluation services, facilitation and technical assistance to organizations with a true passion for and love of all that data can do. She has an M.P.P. from The George Washington University and B.A. in Political Science from Tufts University.
Susy Hawes – Data Innovation Project (USM)
Susy has worked in the fields of research and evaluation since 2009 and has experience collaborating with organizations in Maine and across the US. She leads projects with vision, adaptability and organization. She values working in collaboration with partners to ensure projects are moving forward with clarity that drives results. Trained in motivational interviewing and mediation, Susy has a knack for synthesizing and communicating lessons, results and recommendations to inform meaningful and intentional uses of data.
Alyssa Hemingway – Albin, Randall & Bennett
Alyssa has over 20 years of accounting experience, primarily in public accounting at a large, regional firm. She also has experience in the private sector as a CFO and a Regional Director of Finance and Business Development. Alyssa’s career concentration has been in non-profit organizations including healthcare, social services, education and conservation. She specializes in federal program and MAAP compliance audits, senior services, and Medicare and Medicaid reimbursement.
Julia Howland, CPA – Macpage
Julia is a member of the Firm’s tax department. Julia specializes in tax compliance for individuals, corporations, and partnerships. In addition she provides tax services to nonprofit organizations. Julia joined Macpage in 2013 and is a Certified Public Accountant. She earned a Bachelor of Science degree, magna cum laude, in Accounting from University of Southern Maine.
Jennifer Hutchins – Maine Association of Nonprofits
Jennifer Hutchins became the Executive Director of the Maine Association of Nonprofits in July 2016. Prior to joining MANP, Jennifer was Executive Director of Creative Portland, where she led the City of Portland’s efforts to strengthen the creative economy. Along with Professors Richard Barringer and Charlie Colgan, she was a co-author on the seminal 2004 report on Maine’s Creative Economy conducted for Governor Jon Baldacci. Jennifer also served as Director of Communications and External Affairs at the USM Muskie School of Public Service for nine years and Marketing Director at Portland Stage Company from 1995-2000. She holds a Master’s in public policy and management from the USM Muskie School and lives in Portland with her husband and two daughters.
Jason Ketterick – United Way of York County
Jason Ketterick is currently the Community Impact Director for Youth & Volunteers with the United Way of York County. As a certified Service Enterprise trainer, he facilitates trainings for partner organizations motivated to increase their capacity and impact as the lead instructor for the southern Maine Service Enterprise hub in York county, Maine. Since moving to Maine in 2014, he has worked as an Environmental Literacy Educator and curriculum development specialist at Maine Audubon before joining the United Way team in January 2015. He previously held the Education and Stewardship Programs Manager position at Tread Lightly! in Salt Lake City, Utah and worked as the lead national youth environmental education trainer with the Center For Outdoor Ethics in Boulder, Colorado.
Peter Montano, CPA, Principal – Macpage
Peter has over 30 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.
Nick Norton, MPAc, CISA – Macpage
Nick leads Macpage’s Client Accounting Services (CAS) team. The team’s outsourced accounting services help organizations focus on delivery of their core products and services. Through innovative technology solutions, streamlined accounting processes, and proactive advice by a team of experienced professionals, the Client Accounting Services team is transforming the traditional role of accountants and CFOs. Nick holds a Master of Professional Accountancy and a Bachelor of Science in Business Administration from Bryant University. Nick joined Macpage in 2010, is a Certified Information Systems Auditor (CISA) and has completed training in Lean Six Sigma.
Erin Oldham – Data Innovation Project (USM)
Erin is the Director of the Data Innovation Project and a researcher and evaluator with over 25 years’ experience. Erin specializes in working in partnership with organizations to enhance their programming and the intended impact on children and families. She is highly skilled at making data and research accessible, practical and meaningful to clients through training, technical assistance and evaluation assistance. Erin is a statistician and methodologist on small and large evaluations. She is trained in facilitation, effective communication and as a transformational workshop leader.
Joshua Peskay – RoundTable Technology
Joshua Peskay is the Vice President of Technology Strategy for RoundTable Technology and an accomplished technology leader with more than two decades of experience helping over a thousand nonprofit organizations further their mission through effective use of technology. Joshua is a dynamic and engaging facilitator and speaker with a proven track-record for developing, implementing and supporting a wide range of successful technology solutions for nonprofits. Joshua specializes in technology strategy and cybersecurity.
Michael Ptak, MBA, CFE – Tax Abilities, Inc.
Michael Ptak is a former Maine Revenue Tax Audit Manager with an MBA in Forensic Accounting, and is a Certified Fraud Examiner representing clients in multiple industries since 1998. He audits complex financial transactions, resolves irregularities and provides expert testimony on investigative matters. In addition to audit representation and tax recovery services, Michael performs Business Risk Assessments (including purchasing and billing, payroll, expense reimbursement, inventory) to address organizations’ internal and external vulnerabilities to internal controls.
DJ Shaughnessy – 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, Esq. – Bernstein Shur
Ari Solotoff is a Business Law Associate Attorney at Bernstein Shur. Having provided more than a decade of executive leadership in the performing arts, Ari offers a nuanced appreciation for the many legal and business issues that face nonprofits and creative clients. With this unique perspective, Ari focuses his practice on tax-exempt organizations and entertainment law. Whether stewarding general corporate transactions or legal compliance within a broader strategic framework, Ari provides reasoned and practical guidance to help his clients realize their business goals. He counsels clients in a wide range of areas, including the nonprofit, music, publishing, literary, health care and telecommunications industries.
Ari is a graduate of the University of California, Berkeley and the University of Maine School of Law.
Vicki Swerdlow – United Way of York County
Vicki has over 30 years’ experience working in non-profit financial and general management. Maine organizations she has served include MANP, Portland Museum of Art, Falmouth Memorial Library, Creative Portland, and Environmental Health Strategies Center, among others. As Finance & Operations Director at UWYC, Vicki supports a team of dedicated community impact and resource development staff and volunteers to ensure that their work is as efficient and effective as possible. She earned her BA from Harvard University and her MBA from Yale University, where she focused on non-profit financial management.
Scott Upham – Cribstone Capital Management
Scott Upham is Co-Founder and Managing Partner of Cribstone Capital Management, where he is advisor to families and institutional clients. Prior to co-founding Cribstone, Scott was a Regional Director with Russell Investments. He served on its non-profit leadership team and worked with Registered Investment Advisory firms to effectively service non profit organizations with less than $50M in assets. While at Russell, he directly served more than $300M of endowment/foundation relationships located throughout the Northeast.
Steve Zimmerman, CPA, MBA – Spectrum Nonprofit Services
Steven D. Zimmerman is the Principal of Spectrum Nonprofit Services where he provides training and consulting in the areas of finance and strategy for community-based organizations, foundations and government agencies throughout the country. Steve is co-author of The Sustainability Mindset: Using the Matrix Map to Make Strategic Decisions with Jeanne Bell of CompassPoint and the best-selling book Nonprofit Sustainability: Making Strategic Decisions for Financial Viability with Jeanne Bell and Jan Masaoka of Blue Avocado. In addition to speaking nationally on nonprofit strategy and finance, Steve has also written for the online magazine Blue Avocado, The Nonprofit Quarterly and Board Source. Prior to starting Spectrum, Steve worked for CompassPoint, one of the nation’s leading nonprofit consulting, training and research organizations. His extensive nonprofit experience also includes serving as a Chief Financial Officer, Development Director and Associate Director at community-based nonprofits where he performed turnarounds resulting in increased financial sustainability and programmatic reach. He is a Certified Public Accountant and earned a BA from Claremont McKenna College and an MBA from Yale University.
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