Charting Change: 2019 Nonprofit Finance Conference
2019 Presenters + Volunteers
Jason Badeau, CPA, BerryDunn
As a member of BerryDunn’s Healthcare and Not-for-Profit Practice Groups, 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.
Nick Crosman, Wipfli
Nick Crosman is a manager in Wipfli’s tax practice specializing in estate, gift, trust, and nonprofit tax services. He assists trustees and executors with tax compliance and administration, including tax planning, tax return preparation and review, and tax research. Nick is responsible for the preparation and review of not-for-profits’ tax returns and provides guidance to clients on tax filing and other business income matters. In addition, he mentors and trains new associates in the firm.
Nathan Dunlap, BerryDunn
Nathan is a senior in BerryDunn’s Healthcare/Not-for-Profit Group. He brings a unique approach to his audits, which is based in extensive use of data analytics. Whether the engagement is for a financial audit or for a consulting project, he combines consensus building among stakeholders with an analytical view of the data to affect positive outcomes—related both to the numbers reported and to the client/service provider partnership.
Kathy Finnell, FINN Accounting
Kathy Finnell is a Business Partner to Nonprofit Leaders. Kathy has worked as a Chief Financial Officer for over twenty years in small and large nonprofits, including Goodwill Industries of Northern New England the Brain Trauma Foundation. Kathy designs and implements business processes that are effective and efficient using lean business practices and a focus on the human to develop efficient, relevant and sustainable business operations. Kathy is the Managing Director of FINN Accounting, LLC which provides outsourced accounting services for nonprofits and a partner in FE Consultant Group who focuses on streamlining processes and recommending better solutions to operational effectiveness. FE Consultant Group is a Blackbaud partner.
Alyssa K. Hemingway, CPA, CGMA, Albin, Randall & Bennett
Alyssa has over 23 years of accounting and management experience. She has worked in both public accounting and the private sector as a finance executive. 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. She has served as treasurer on nonprofit boards. Alyssa is a Certified Public Accountant and Chartered Global Management Accountant
Ryan F. Kelley, Pierce Atwood
Ryan Kelley’s legal practice focuses on counseling public and private companies and nonprofit organizations regarding debt and equity financings, restructuring, commercial transactions and bankruptcy and creditors’ rights matters. Ryan has advised nonprofit boards and board members regarding financial management issues, including financial mismanagement and distress. As a volunteer, Ryan serves on the boards and committees for several nonprofit organizations, including Jump$tart Coalition for Personal Financial Literacy and the Finance Committee of Northern Light Mercy Hospital.
Jason LeBlanc, Albin, Randall & Bennett
Jason is the Practice Leader for ARB’s Nonprofit Advisory Service Group. He specializes in financial and compliance reporting for nonprofits and works closely with organizations ranging from private schools to youth organizations and beyond. Jason assists nonprofit organizations with strategic planning, development of internal control systems, implementation of accounting policies and practices, and other compliance issues.
Peter G. Montano, CPA, PGM
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 speaks regularly on topics affecting nonprofits and gives seminars on financial management both locally and nationally. He assists nonprofit management and board members with implementing best practices.
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.
Nicole Nadeau, Good Shepherd Food Bank
Nicole Nadeau is Director of Human Resources at Good Shepherd Food Bank. A professional in human resources, Nicole has 15 years of experience in employee lifecycle management, compensation and benefits design, and labor relations. She is also a mother of three and a volunteer in women’s social support programs and correctional facilities.
Bryan O’Connor, Good Shepherd Food Bank
Bryan O’Connor is Vice President of Finance and Administration at Good Shepherd Food Bank. A Certified Management Accountant, Bryan has 13 years of experience in financial leadership positions at Maine nonprofits. He is also a father of two, a self-published author, and a Little League baseball coach.
Nicki Pellenz, Machias Savings Bank
Nicki joined the Machias Savings Bank team as Senior Vice President, Deposit Relationships, in September 2015. Her position focuses on deposit growth and the Bank’s retention strategies throughout the state of Maine. Nicki came to Machias Savings Bank with over 18 years of banking experience primarily in Government Banking. She holds a Bachelor of Science degree in secondary education from the University of Maine at Farmington.
Joshua Peskay, RoundTable Technology
Joshua Peskay is 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, teaching topics such as Technology Strategy, Cybersecurity, Digital Transformation and Project Management. Joshua is an Expert Trainer for Idealware, faculty for the Nonprofit Technology Network (NTEN), teaches Cybersecurity for Nonprofits at Civic Hall in NYC.
Joel Riemersma, Wipfli
Joel Riemersma is a staff accountant in the tax department specializing in corporate income and sales tax. He is on the national state and local tax (SALT) team at Wipfli and has extensive experience preparing not-for-profits’ returns.
Tom Shepard, shepard FINANCIAL
Tom has worked in the world of finance for over 20 years. He has served as Finance Director at Maine School Administrative District 51, was both a student and a teacher as a member of the Omicron Class at the Institute for Civic Leadership producing Writings on the Seven Levels of Sustainable Non-Profits, and taught personal finance and mathematics at Gould Academy in the mid-1990’s. Tom gives workshops using the principles which guide his business to different audiences, has guested on Dr. Lisa Belisle’s “Dr. Lisa Radio Hour” and Debi Davis’s “Mind Your Own Business,” and is currently writing a book with the working title, Beyond the Guru. Tom is an avid lacrosse player and lives with his family in Cumberland, Maine.
Tara A. Walker, Bernstein Shur
Tara Walker is an attorney at Bernstein Shur who practices in all areas of labor and employment law, providing counsel and representation to employers throughout northern New England. As the former Legal & Policy Director of the ACLU of Alaska, and a current non-profit board member, she frequently works with nonprofit clients to advise on issues ranging from wage and hour practices, pay equity, discrimination and harassment, and all types of employment agreements.
Margaret Williams, MBA, PGM
Margaret is a CFO Consultant at PGM, LLC. Margaret has over 40 years of broad business experience including nonprofit management, public accounting and teaching at the university level. Prior to joining the team at PGM, Margaret served as the Chief Financial Officer at the Gulf of Maine Research Institute (GMRI) quadrupling its size under her oversight. Her previous experience spans nonprofit and for-profit sectors across a variety of industries that include marine research, software development, economic development, airlines, sports and education.