2018 Nonprofit Finance Conference
2018 NFC Presenters
The MANP Team is grateful to the following presenters for sharing their time and resources to present at this year’s Finance Conference.
Presenters are listed alphabetically by last name.
Jason Badeau, BerryDunn
As a member of BerryDunn’s Healthcare/Not-for-Profit Practice Group, Jason provides audit and accounting services to a variety of not-for-profit organizations ranging in size and complexity, including Goodwill Industries of Northern New England, Sweetser, and Catholic Charities Maine. Clients rely on Jason to provide objective and comprehensive feedback on improving internal controls and processes based on best practices he has learned while working with similar organizations. Jason also audits employee benefit plans in compliance with AICPA and DOL standards.
Grant Ballantyne, CPA, BerryDunn
Grant is a Senior Manager in BerryDunn’s Healthcare/Not-for-Profit Industry Group and provides audit, accounting, and management advisory services to a variety of not-for-profit and governmental organizations ranging in size and complexity. He focuses on State of Maine Accounting and Auditing Practices for Community Agencies (MAAP) and OMB Uniform Guidance audits. Grant is also involved in external and internal training sessions relative to the not-for-profit and governmental industries.
Mary Budd, Starboard Leadership Consulting
Mary Aselton Budd joined Starboard Leadership Consulting after seven years at the helm of Penobscot Theatre Company in Bangor. As board president and then executive director of the nonprofit regional theatre company, she developed and implemented an ambitious strategic plan that resulted in financial stabilization, programmatic expansion, audience development, and many capital improvements. Mary first forayed behind the scenes in the performing arts as co-producer of Black Rock, a feature film shot in Downeast Maine and sold at the 2013 Sundance Film Festival.
Earlier Mary consulted with nonprofit and for-profit organizations nationwide working primarily to close the achievement gap in American education. Formerly, she was a staff writer and editor for New York-based Edison Schools, Inc. (now EdisonLearning), and earlier was publications director of a Boston-based education management company. She began her career as a political appointee in the U.S. Department of Education in Washington and later worked for Massachusetts Governor William Weld.
Mary’s volunteer service includes a term on the Bangor School Committee and five years on the City of Bangor Commission on Cultural Development (two as chair).
Jessica Burton, Southern Maine Conservation Collaborative
Jessica Burton is the founding Executive Director of the Southern Maine Conservation Collaborative (SMCC), a service center for and network of 19 land and water conservation organizations. In her role, she works with a variety of nonprofits – from all volunteer to well-staffed – to find solutions to their capacity issues. Jess was a board member of the Foundation for Portland Public Schools and is a member of Maine Network Partners.
Andrew Butcher, Fourth Economy Consulting
Andrew Butcher serves as Pioneer for Fourth Economy Consulting, a Pittsburgh based economic development firm that supports community driven efforts to foster creativity, health, and resilience. He also serves Executive Fellow at Metro21: Smart Cities Institute at Carnegie Mellon University, was founding CEO of Grounded Strategies where he coined the phrase “Social Entrepreneurial Burrito” working at the intersection of community development and environmental health. He now lives in Maine where he is helping define and distill Portland’s Innovation Agenda; serves on the Portland Land Bank Commission; enjoys food metaphors; jumping in cold water; and celebrating parks with his family. He recently filled over 500 water balloons for game of “mulch hole” (which he invented) to water a newly created community garden on a vacant lot.
Kenneth Bustard, MBA, The Accounting Coach
Ken Bustard, MBA, earned his Accounting degree from Husson College and his MBA from Husson University. Ken spent two years with a local CPA firm upon graduation, followed by 20 years as the CFO for one of the larger nonprofit agencies in central Maine and sole proprietor of a tax practice. He began his own consulting practice, “The Accounting Coach” in 2006, working primarily with nonprofit organizations as a contracted CFO. Besides “crunching the numbers,” he has developed training modules for board development, strategic planning, IRS Issues, etc. He is an adjunct instructor at Husson University as well as volunteering for Junior Achievement and SCORE.
Tracy Cassidy, Tracy Cassidy CPA SC
Tracy has her own accounting and tax practice. She has been working with nonprofit organizations, small businesses and individuals with their accounting practices, business operations and tax needs. Before going into business for herself 14 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 20 years.
Nancy Chase, CPA, CIA, CFE, PGM Accounting
Nancy Chase is a manager at PGM, LLC who brings more than 30 years of experience in accounting and auditing. She has chosen to concentrate her expertise in the nonprofit industry where she worked for about 10 years in the private sector before starting her public accounting career.
Nancy’s experience working in both the public and private sectors brings a unique perspective to compliance work. An in depth understanding of an entity’s internal control allows us to bring added value to audit services as part of the engagements.
Anne Cloutier, CPA, FHFMA, Baker Newman Noyes
Anne is a principal at Baker Newman Noyes, specializing in providing audit services to clients in the not-for-profit industry, as well as healthcare organizations and employee benefit plans. As a result of her industry specialization, Anne has additional experience performing a variety of compliance audits, including Uniform Guidance (OMB Circular A-133) and MAAP audits. She has been with the firm since 1996. In addition to serving clients, Anne provides leadership to the firm by serving as the not-for-profit audit lead and is a member of the BNN’s Women’s Committee and Employee Recognition Committee.
Anne works with many not-for-profit clients helping them to develop stronger internal controls and achieve efficient financial reporting processes. Her understanding of the challenges facing leaders of not-for-profit organizations stems from working closely with executive directors, presidents, finance officers and chief executive officers at a variety of not-for-profit organizations.
Anne earned a bachelor’s degree in business administration from St. Joseph’s College.
Nick Crosman, CPA, MSA, Wipfli | 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.
Joseph Drago, Joseph Drago Strategic Financial Consulting
Joseph has more than 25 years of success as a board member and C-level officer in fast-growing, complex firms. Most recently he served as a CFO at a $200M nonprofit organization that doubled in size in just five years. Prior to that he was a CPA for Ernst and Young and has expertise in strategic planning, board development, and financing including public debt, shareholder and donor relations, and mergers and acquisitions. Joseph is a graduate of the College of the Holy Cross and Northwestern University’s Kellogg Graduate School of Management. He completed Northwestern University’s Philanthropy and Non-Profit Management Program in 2017.
Alyssa K. Hemingway, CPA CGMA, Albin, Randall & Bennett
Alyssa has over 20 years of accounting experience, primarily in public accounting, and 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 community agencies, education, conservation, and healthcare. She specializes in compliance audits and advises clients on internal control systems, accounting standards, and organizational matters.
Julia Howland, CPA, Wipfli | 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.
Craig Lapine, Cultivating Community
Craig Lapine is the founder and executive director of Cultivating Community, a nonprofit organization that grows sustainable communities by expanding access to healthy, local food; by empowering youth and adults to play diverse roles in restoring a local, sustainable food system; and by modeling, teaching, and advocating for ecological food production. Craig is a past president of the Maine Organic Farmers and Gardeners Association (MOFGA) and co-founded what is now the Portland Food Council. He is on the network team for Food Solutions New England—the UNH-based entity that convenes New England’s annual Food Summit and that published the New England Food Vision. He holds an A.B. in English Literature from Princeton University (1985) and an M.Ed. in Teaching & Learning from the Harvard Graduate School of Education (1998).
Barbara Leonard, Maine Health Access Foundation
Barbara Leonard is MeHAF’s President and CEO, bringing over 25 years of experience and leadership in philanthropic and public health program development, administration, management and evaluation at the state and national level. Ms. Leonard originally joined the MeHAF team October 2007 as a senior program officer, and became Vice President for Programs in May 2008.
At MeHAF, she has played a key role in developing and leading health reform initiatives such as a comprehensive portfolio of grants focused on payment reform, development of community-focused programs such as Thriving in Place and Healthy Community grants, and the multi-year Integrated Care Initiative. She led MeHAF’s work in oral health and served an important coordinating role for the Maine Oral Health Funders and their collaborative grantmaking. She also spearheaded MeHAF’s efforts to develop ongoing data analysis and reporting to illuminate access barriers to health care, particularly for individuals who are uninsured or who face other systemic barriers to care.
Barbara is a past president of the board of the Maine Philanthropy Center and the Maine Women’s Fund. She has served on numerous state and national boards and advisory committees focused on payment reform, healthy communities, and philanthropic innovation. She has spoken and written about philanthropy, health care, leadership, and government.
Barbara was raised in Connecticut and first came to Maine as a student at Colby College in Waterville where she received a BA in Psychology. She has an MPH in Health Policy and Resources from Yale University. In her spare moments, she spends time with her husband, Dan, spoils their Labrador retrievers Cooper and Jessie, cooks for friends, sings as a soprano with the Maine Music Society Chorale, grows perennials and vegetables, and is an enthusiastic amateur at the Belfast Curling Club.
Rob Levin, Robert H. Levin Attorney at Law
Rob Levin practices law in Maine and New Hampshire, specializing in nonprofit organizations and land conservation. Nonprofits make up approximately 90% of Rob’s client base, and he has served as a volunteer board director, Treasurer, and Finance Committee member for Portland Trails and other organizations, giving him a broad perspective on the fiscal and record keeping issues facing charities.
Kristin A. Mendoza, Bernstein Shur
Kristin Mendoza is a shareholder in the Manchester, New Hampshire office of Bernstein Shur Sawyer & Nelson. With close to 20 years of experience, Kristin has advised numerous for-profit and nonprofit organizations on governance matters. She has also served on the boards of the New Hampshire Women’s Bar Association, Big Brothers Big Sisters of Greater Nashua, United Way of Greater Nashua and the New England Women’s Leadership Institute.
Peter Montano, CPA, PGM Accounting
Peter is a Director at PGM, LLC and leads their compliance and tax services. Peter has over 30 years’ experience providing audit, advisory and tax services to nonprofit organizations and startups. 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 believes in supporting the community to improve the lives of people. He does this through volunteering and by helping nonprofits better deliver their services. Peter became a Certified Public Accountant in 1992.
Jack Moore, CFA, Harpswell Capital Advisors
Jack is a Chartered Financial Analyst with more than 20 years of finance experience and more than 15 years focused on relative value investing. Most recently, from 2006 to 2012, Jack successfully managed Harpswell Capital Management, a long-short hedge fund with offices in Villanova, Pennsylvania and Portland, Maine. Prior to that, he was a Principal with The Vanguard Group where he was a Senior Analyst working directly for several of Vanguard’s funds and participated in the Chairman’s senior strategy efforts. Prior to joining Vanguard, Jack was a Vice President and Portfolio Manager with Bryn Mawr Capital (a hedge fund) overseeing all of the firm’s investments in energy and basic materials. Prior to Bryn Mawr, Jack served as a fixed income Analyst at MetLife.
Prior to his career in investment management, Jack served as a Financial Expert for the Federal Energy Regulatory Commission where he would testify in Federal proceedings on issues relating to investments in and the finances of utilities. Jack also served as the Press Assistant to the U.S. Senate Majority Leader George J. Mitchell. Jack holds a Bachelor of Arts degree from Hobart College and earned his Master’s of Science degree from the London School of Economics.
A dedicated civic participant, Jack serves in Board capacities for the Good Will-Hinckley School (previous Chair), Portland Museum of Art and the United States Biathlon Foundation. Jack also serves on the investment committees of the University of Maine System ($500MM), Maine Medical Center ($1B), and the Portland Museum of Art ($35 MM). Jack was also appointed by Maine’s Governor to serve on the Maine NextGen 529 Advisory Committee ($10B). Jack lives in Yarmouth with his wife Alison, and their three boys.
Michael Neff, CFA, People’s United Bank
Michael Neff, CFA is Senior Vice President and Senior Wealth Advisor at People’s United Bank’s Wealth Management with over ten years of banking, wealth management, and portfolio management experience. Michael is a CFA Charterholder and a graduate of Canisius College where he received his Bachelor of Arts. Michael is a board member for the CFA Society of Maine and lives in South Portland with his wife and three children.
Joshua Peskay, RoundTable Technology
Joshua Peskay is the Vice President of Technology Strategy at RoundTable Technology and an accomplished technology leader with more than two decades of experience leading technology change for over a thousand New York City nonprofit organizations.
Joshua is a dynamic and engaging public speaker and teacher, presenting on and teaching topics such as Technology Strategy, Cybersecurity and Project Management. Joshua is an Expert Trainer for Idealware and faculty for the Nonprofit Technology Network (NTEN).
Nicholas Porto, CPA, MSA, Baker Newman Noyes
Nick is a senior manager in the tax practice at Baker Newman Noyes specializing in tax-exempt organization compliance services for public charities and private foundations of all sizes throughout Maine, New Hampshire, Vermont, Massachusetts and New York. Areas of extensive focus include Form 990, 990-PF, 990-T, related state and federal returns, hospital and healthcare compliance with 501(r), private non-operating foundation concerns and new regulations related to 509(a)(3) supporting organizations. He also has significant experience resolving IRS and State notices for the benefit of tax-exempt clients.
Nick has been with the firm since 2010, having previously worked for three years at a regional public accounting firm in Southern Maine. In addition to serving clients, Nick is a regular author for the firm’s Tax-Exempt Organizations Blog.
An Honors College graduate, Nick earned a bachelor’s degree in accounting and a Master of Science in accounting from the University of Maine, Orono.
Jennifer Riggle, Esq., Bernstein Shur
Jennifer Riggle has over twenty five years of experience in the private practice of health care law. She has a law degree and a Masters in Public Health, with extensive experience in the distinct worlds of litigation, business and corporate transactions in the health care arena. Jennifer serves as outside counsel for both for-profit and non-profit, medical and behavioral facilities and other health care providers as well as residential facilities (PNMIs, sober houses, treatment centers, and long term care centers) on business, corporate, transactional and litigation matters including business start-up, corporate compliance, HIPAA compliance, regulatory compliance (including billing and audits regarding MaineCare), risk management, EHR matters, licensing, credentialing, mergers, acquisitions, and other business and corporate transactions.
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. With this unique perspective, Ari focuses his practice on tax-exempt organizations, including 501(c)(3) public charities and private foundations, 501(c)(4) social welfare organizations, and 501(c)(6) business associations. With a particular emphasis on nonprofit governance and the full life-cycle of tax-exempt status – from formations to mergers to dissolution – Ari has advised numerous large and small exempt organizations throughout the State of Maine. Ari is a graduate of the University of California, Berkeley and the University of Maine School of Law.