Charting Change: 2019 Nonprofit Finance Conference
2019 Presenters + Volunteers
Laura Achee, Unemployment Services Trust (UST)
Laura Achee has served the members of the Unemployment Services Trust since 2009, in both Enrollment and Customer Service. She is currently the manager for the Member Enrollment team for UST, helping serve their 2,200 nonprofit members and provide savings evaluations to potential members. Prior to joining the UST leadership team, Laura served as the Sales Manager for several national retail companies.
Laura is a graduate of the University of California, San Diego with a Bachelor of Arts degree in Sociology.
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.
Shannon Brown, CPA, Albin, Randall & Bennett
Shannon Brown joined ARB in 2010 and concentrates on providing assurance and tax compliance services not-for-profit organizations, employee benefit plans and commercial clients. She stays apprised of industry news, best practices, and trends by attending local and national conferences, including the annual conferences held by the AICPA for not-for-profit industry leaders.
David Casavant, Bangor Area Homeless Shelter
David has served as a volunteer on the Board of Directors of the Bangor Area Homeless Shelter for six years. He is a licensed attorney and CPA, with a BA in Politics and Government from the University of Hartford, an MA in Jurisprudence from the University of Oxford, a JD from the University of Maine School of law, and an MBA from Husson University. He serves as the Associate Provost for Academic Affairs and Title IX Coordinator at Husson University. David and his family live in Hampden.
Jeremy Clough, Machias Savings Bank
JC is a Vice President and Information Security Officer at Machias Savings Bank. He has worked in information technology and cyber security for financial institutions for more than 20 years. JC holds a Bachelor of Arts degree in Economics from Boston University.
Gisèle Couturier, Albin, Randall & Bennett
Gisèle Couturier is a Manager at Albin, Randall & Bennett with over 10 years of public accounting experience. She specializes in providing audit, accounting, and compliance services to a variety of both commercial and nonprofit entities. Her experience in the nonprofit industry has focused on healthcare, education, and social services. Gisèle also serves on 2 nonprofit boards.
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.
John P. (“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 Masters 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.
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.
Michael Neff, CFA, People’s United Bank
Michael joined People’s United Bank in 2018 as a Senior Wealth Advisor and is responsible for business development throughout the state of Maine.
Michael brings more than ten years of banking, wealth management, and portfolio management experience to People’s United Bank. Prior to joining People’s, Michael was a Portfolio Manager for Camden National Wealth Management. In addition to providing financial advice to individuals and institutions while managing their investment portfolios, he was an active member of the Investment and Multi-Fund Committees. Before this, he spent six years with Key Bank where he was a Portfolio Manager in the Private Bank after managing the Cape Elizabeth retail branch.
Michael is a CFA Charterholder and a graduate of Canisius College where he received his Bachelor of Arts in English. Michael is a board member for the CFA Society of Maine, South Portland Chamber of Commerce, and the Priest’s Benefit Board for the Catholic Diocese of Maine. Michael is the 2019 United Way Campaign cabinet co-chair for the services division and a member of the Maine Estate Planning Council and the Institute for Family-Owned Business.
Michael lives in South Portland with his wife and three children and is an avid runner.
Peter Nicholson, CFP, First National Wealth Management
Pete Nicholson joined First National Wealth Management in 2015 after working at Bar Harbor Trust Services in Ellsworth as Vice
President, Investment Officer. Prior to working at Bar Harbor Trust Services, Pete worked for both Fidelity Investments and Charles
Schwab. Pete has a bachelor’s degree in Marine Engineering from Maine Maritime Academy, and a B.S. in Business Administration
from the University of Maine Orono. He is also a Certified Financial Planner. Pete and his family live in Bar Harbor.
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.
Christopher J. Shelton, First National Wealth Management
Joining First National Wealth Management in 2019, Chris is pleased to be back in the Ellsworth area after living and working in Southern Maine. Prior to Joining First National Wealth Management, Chris worked as a Financial Advisor at Morgan Stanley Wealth Management in Portland for over 7 years. Chris graduated from the University of Maine with a BS in Business Administration with a Finance Concentration in 2010. Chris has completed his Series 7, 63 and 65 licenses.
Chris currently resides in Ellsworth with his wife, son and their two dogs.
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.