Speakers – Nonprofit Symposium https://nonprofitsymposium.org Powered by GWSCPA Fri, 15 Nov 2024 19:46:34 +0000 en-US hourly 1 https://wordpress.org/?v=6.7.1 https://nonprofitsymposium.org/wp-content/uploads/2022/08/cropped-siteicon-32x32.png Speakers – Nonprofit Symposium https://nonprofitsymposium.org 32 32 Ed Barrow https://nonprofitsymposium.org/speaker/ed-barrow/ https://nonprofitsymposium.org/speaker/ed-barrow/#respond Fri, 15 Nov 2024 19:46:34 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8903 Ed is one of the founding partners of The Alliance Group and leads our firm’s non-profit executive search practice. Ed has over 25 years of experience placing financial executives with trade associations, charitable organizations, and clients in the international development space, including federal funds recipients. He has a deep network in the nonprofit community and enjoys partnering with our client’s leadership teams to provide access to the industry’s top talent. As a former CPA he brings a strong technical understanding of the positions we place in our practice.

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Dennis Gogarty https://nonprofitsymposium.org/speaker/dennis-gogarty/ https://nonprofitsymposium.org/speaker/dennis-gogarty/#respond Fri, 15 Nov 2024 19:06:11 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8892 Dennis P. Gogarty is the President of Raffa Investment Advisers. Dennis launched his investment advisory career with Raffa Financial Services, Inc. in 2002 and co-founded Raffa Wealth Management in 2005. Since co-founding RWM, he has served as the firm’s President and lead investment adviser representative.

Dennis actively promotes the need for increased investment education and transparency. He is the founder of the Study on Nonprofit Investing (SONI), an annual study promoting access to information that allows nonprofits to benchmark their investment performance and policies with their peers.

Dennis has lectured on issues impacting nonprofit investing for the following organizations: the Council on Foundations, the Greater Washington Society of CPAs, the AICPA, the American Society of Association Executives (ASAE), BoardSource, and the Finance and Administration Roundtable (FAR). Dennis is a past Chairman of ASAE’s Finance and Business Operations Council. Additionally, he offered his knowledge and expertise to support local nonprofits as a committee member for organizations including St. John’s Community Services Foundation and StreetLaw.

Dennis completed the Certificate in Financial Planning program at the Georgetown University Center for Continuing and Professional Education and earned a Bachelor of Science degree from Frostburg State University. Dennis is a CERTIFIED FINANCIAL PLANNER™, an Accredited Investment Fiduciary®, and an investment adviser representative of Raffa Wealth Management, LLC.

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Douglas Boedeker https://nonprofitsymposium.org/speaker/douglas-boedeker/ https://nonprofitsymposium.org/speaker/douglas-boedeker/#respond Fri, 15 Nov 2024 18:50:33 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8886 Doug Boedeker is a partner in the Assurance Services Division in Marcum’s Washington, DC office. Doug has worked exclusively with nonprofit organizations for more than 25 years and has a nuanced understanding of the unique challenges they face. In addition to client services, he shares his knowledge on topics pertaining to nonprofit organizations at national and local conferences.

Prior to joining Marcum in 2022, Doug was an assurance partner at another national accounting firm, where he helped grow the firm from about 10 associates to over 150 professionals dedicated solely to serving the nonprofit community.

Doug takes great pride in being able to draw on his years of specialized experience in order to guide and educate nonprofits on topics such as, application of accounting standards, internal control design, endowments and reserves, intercompany transactions, and federal grant compliance.

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Joseph Kopko https://nonprofitsymposium.org/speaker/joseph-kopko/ https://nonprofitsymposium.org/speaker/joseph-kopko/#respond Thu, 14 Nov 2024 21:12:05 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8851 Joe Kopko is the SVP, Managing Director and Head of Insurance for First National Insurance Agency, a division of FNB Corporation. He leads the insurance division’s strategy and execution and is responsible for all aspects of the agency’s operations, including sales, client services, marketing, risk management, recruiting, coaching, and personnel development. Joe’s career spans multiple industries and includes several prominent roles both nationally and regionally, always focused on managing total cost of risk, improving population health, and strengthening businesses’ resilience. Most importantly, as a prior buyer of insurance, his perspective from the “client” side embeds a customer centric approach to improving the experience, aggressive claims management, and demystifying the buying process. Kopko is a two-time graduate of Indiana University of Pennsylvania, and a Board of Director for the Kopchick College of Natural Sciences & Mathematics where he is focused on cultivating the next generation of insurance professionals. He is a frequent speaker and published thought leader on a range of insurance and risk management related topics. He is also an active member of the Boy Scouts of America as a youth leader, and an Eagle Scout recipient. Joe lives in Mt. Lebanon with his wife, Beth and their 2 sons.

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Maria Georges https://nonprofitsymposium.org/speaker/maria-georges/ https://nonprofitsymposium.org/speaker/maria-georges/#respond Thu, 14 Nov 2024 00:00:55 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8795 Maria Christofi Georges is the Senior Relationship Manager focused exclusively on Nonprofit organizations and provides subject matter expertise throughout the FNB footprint. In this role, Maria develops and manages new business opportunities in the Greater Washington Region for a large variety of tax-exempt organizations.

Prior to joining First National Bank, Maria has spent 30 years working in the Nonprofit banking industry in previous commercial banking positions most recently with PNC and Wells Fargo. During this time, Maria has supported countless Nonprofits with their operational needs, whether to simplify operations, enhance cash flow and returns, protect against Cybersecurity threats or for any borrowing need, simple or complex. Maria delivers the full spectrum of financial solutions through a team of professionals specializing in those services. Maria is best known for her passion of providing unapparelled client support to every client.

Maria is a graduate of George Mason University with a B.S. degree in Business Administration. She has been a fixture in the Washington community by volunteering for numerous Boards at organizations such as the Greater Washington Society of CPA’s where she served as a board member and has Chaired the Women’s Leadership Committee for many years, The Finance and Administration Roundtable where she also served as Chair of the Board, Ideagen – a public/private collaborative board to solve today’s pressing issues, The Juvenile Diabetes Research Foundation and others. Her significant leadership volunteer efforts can be counted for the American Red Cross, the Leukemia & Lymphoma Society, the National Kidney Foundation and the American Society of Association Executives as well as her church in Falls Church, Virginia and her children’s schools.   In her free time, Maria enjoys spending time with her family and is a plant lover and an avid gardener.

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Taryn Crane https://nonprofitsymposium.org/speaker/taryn-crane/ https://nonprofitsymposium.org/speaker/taryn-crane/#respond Wed, 13 Nov 2024 23:58:39 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8792 Taryn Crane is the Privacy & Data Protection Practice Leader at BDO. She has a focus in Privacy, Data Protection, and Privacy Technology services, and has consulting experience working across several markets including hospitality, retail, financial services, insurance, technology, life science, industrial, and nonprofits. Taryn has experience advising and delivering privacy program solutions ranging from maturity assessments, program development, technology implementation. With a cross-functional background in risk management, data modeling, and business process management, she can effectively engage across executive leadership, business units, and technology teams to reconcile regulatory requirements and design risk-based, practical solutions. Taryn served clients as their outsourced Privacy Officer, driving program strategy and leading the implementation of various privacy initiatives to comply with global and domestic data privacy regulations. She serves as an outsourced Data Protection Officer (DPO), providing guidance and monitoring compliance for multiple global companies. Prior to BDO, Taryn worked at a global technology company where she provided data analytics and optimization services to her clients including data mapping and modeling, user experience (UX) design, and data program management. She is certified as a Project Management Professional (PMP), Certified Information Privacy Manager (CIPM), Certified Information Privacy Professional/Europe (CIPP/E) and Certified Information Privacy Professional/US Private Sector (CIPP/US), Fellow of Information Privacy (FIP), and Certified Data Privacy Solutions Engineer (CDPSE).

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Guylaine Saint Juste https://nonprofitsymposium.org/speaker/guylaine-saint-juste/ https://nonprofitsymposium.org/speaker/guylaine-saint-juste/#respond Tue, 29 Oct 2024 16:18:42 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8285 Guylaine Saint Juste, SHRM-SCP, CAE – 2022, 2023 and 2024 Most Powerful Women in Accounting

Guylaine Saint Juste serves as President and Chief Executive Officer of the National Association of Black Accountants, Inc. (NABA), a prominent membership association representing over 200,000 Black professionals in accounting, finance, and business. As a corporate officer on NABA’s Board of Directors, she guides the organization and executes its multi-year strategic plan.

With over 25 years of financial services experience, including her previous role as Senior Vice President, Virginia Market Executive at Capital One Bank, Saint Juste is a change maker and advocate for equitable representation in business. Since joining NABA in February 2021, her vision has focused on educating, empowering, and mobilizing Black business leaders. She fosters career connections, provides strategic thought leadership to business and academia, and advances Black representation across all levels—from high school to the C-suite and business ownership.

Recognized as one of the “Most Powerful Women in Accounting” by AICPA and CPA Practice Advisor in 2022, 2023 and 2024, Guylaine is a force for excellence, innovation, and inclusion. Under her leadership, NABA Inc. has experienced significant success, impacting its members and corporate partners alike.

Before leading NABA, Saint Juste served as Executive Director for Year Up’s National Capital Region, where she doubled the number of students served, launched new curriculum tracks, and grew revenue by over 40% during her five-year tenure. She is also the Founder and Co-Chair of George Mason University’s Women in Business Initiative, Co-founder of the Women’s Alliance for Financial Education (WAFE), and served as a nine-year board member for Goodwill of Greater Washington.

Guylaine holds a B.A. in International Relations from George Mason University and earned a graduate degree in retail banking management from the University of Virginia.

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Louis Mezzina https://nonprofitsymposium.org/speaker/louis-mezzina/ https://nonprofitsymposium.org/speaker/louis-mezzina/#respond Fri, 25 Oct 2024 15:00:33 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8265 After 45 years at KPMG, including 12 years as National Industry Director of the firm’s Higher Education and Other Not-for-Profit Organizations practice, Lou recently completed an 18 month Senior Advisor consultancy supporting Prager Metis’s Not-for-Profit Services practice. He continues to consult with not-for-profit organizations with respect to financial reporting, accounting, enterprise risk management, and operational improvement.

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Juan Ortiz https://nonprofitsymposium.org/speaker/juan-ortiz/ https://nonprofitsymposium.org/speaker/juan-ortiz/#respond Fri, 25 Oct 2024 13:56:57 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8255 Juan Ortiz is the Director of Data/AI Services at Hartman. He is a data analytics and AI strategy expert with decades of experience dedicated to empowering decision-makers with fast, relevant and rich customer insights. At Hartman, Juan helps clients harness the full potential of their data through analytics-driven products and services to optimize operational efficiency, spark innovation, and increase revenue. He prides himself on staying up to date in the ever-changing world of data analytics and emerging technologies, enabling him to deliver solutions that drive business performance.

Juan’s professional career highlights a unique blend of analytical thinking, business strategy, and technical expertise. In his early years as a business intelligence (BI) consultant, Juan led the design and development of data management, data warehousing, and BI systems for Fortune 500 customers in retail, consumer packaged goods, and financial services. He was also the Data Analytics Director for an international educational services company, where he was responsible for the successful design, development, and implementation of products powered by machine learning and cloud technology that helped boost student enrollment, retention, and academic success. Juan was also the Founder and Managing Director of a Microsoft BI solution partner, and more recently, he was at the forefront of innovation by introducing new AI-driven applications for a publisher of quality financial and investment research.

Juan earned an MBA from the University of Virginia and a BS in Industrial and Systems Engineering from Tecnológico de Monterrey, México.

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Matt Ryan https://nonprofitsymposium.org/speaker/matt-ryan/ https://nonprofitsymposium.org/speaker/matt-ryan/#respond Mon, 21 Oct 2024 14:16:42 +0000 https://nonprofitsymposium.org/?post_type=speaker&p=8239 Matt has over 15 years of experience leading strategic and tactical operations across both private and nonprofit organizations. Prior to his current role, Matt served as CFO for the Military Women’s Memorial (MWM) in Arlington, VA. In this capacity, he oversaw the accounting, finance, budgeting, human resources, and federal grant compliance functions for a staff of 35 with $7M in annual revenue.

Prior to his work at MWM, Matt served for nearly a decade as a management consultant, CFO and interim-CFO for small to mid-size entities across the mid-Atlantic. Specializing in financial forecasting, risk management, internal controls, and nonprofit accounting, he has worked with firms ranging from pre-revenue startups to organizations with over $150M in annual sales.

Outside of the finance and accounting profession, Matt has over 20 years of service in the Reserve Component of the United States Army with multiple overseas deployments. Enlisting in the Pennsylvania Army National Guard in 2003, Matt later earned his commission in the Medical Service Corps through Penn State’s ROTC program. He has since served in a variety of leadership and staff positions, including an extended tour as a Distribution/Logistics Company Commander and as the Executive Officer of a medical company deployed in support of Operation Iraqi Freedom. As a business leader and Major in the Army Reserves, Matt believes that every team member is indispensable in moving a mission forward. He builds strong teams on the foundation of appreciation through recognizing all team members’ strengths.

Matt received his Master of Business Administration from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant in the state of Maryland and the Commonwealths of Virginia and Pennsylvania. Serving as a nationally recognized instructor on ethics-related issues in the accounting industry, Matt has also been a featured speaker at over 300 CPE conferences across North America.

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