Not-For-Profit Conference 2024 Webinar (WSCPA)

Jeffrey Mechanick

Jeff Mechanick is Assistant Director for Nonpublic Entities at the FASB. In that role, he provides strategic and technical oversight of all activities involving not-for-profit (NFP) organizations and private companies, chairs the FASB’s Not-for-Profit Advisory Committee, oversees support of the Private Company Council, and participates in some of the FASB’s broader outreach activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO). Jeff has also been the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group. Prior to joining the FASB staff in 2006, Jeff spent 20 years working in and with the not-for-profit sector, as the CFO of Planned Parenthood Federation of America, Inc., and before that, as a Senior Manager with KPMG, LLP, in the firm’s New York office. From 1992 to 1994, he served as the National Technical Senior Manager for the firm’s Higher Education, Research, and Other Not-for-Profit Organizations (HERON) practice. He is also a past member of the AICPA’s NFP Expert Panel. Jeff received his MBA from Rutgers University and his AB from the University of Chicago, and he is a member of the AICPA and the New York State Society of CPAs. He is also an adjunct instructor in Columbia University’s MS program in Nonprofit Management.

Julleen Snyder

Julleen Snyder, Audit Partner at Jacobson Jarvis, joined the firm in 1995 and has focused her practice on serving the needs of both large and small not-for-profit organizations. Her clients include private foundations, health and human service organizations, educational institutions, arts organizations and churches. Prior to joining Jacobson Jarvis, Julleen worked at Ernst & Young as an auditor and she also served as the controller of a local medical research organization. She currently serves as Treasurer of the Washington CPA Foundation and is a Past President of the Washington Society of CPAs.

Kim Eldred

Kim Eldred is the owner of her own solo CPA firm and provides two unique services as a Certified Public Accountant. She is both a Financial Accountability Coach where she has many years of experience helping individuals manage money and build wealth and an interim/fractional Chief Financial Officer where she specializes in oversight and assisting businesses with building a solid accounting team while implementing accounting best practices.

Kim is an experienced, mission driven finance professional with over 35 years of experience in diverse industries including social service, healthcare, engineering, cable tv and import/export. She has comprehensive experience in financial analysis and reporting, budgeting, accounting processes and benefits analysis as well as management experience with both for profit and not-for-profit companies. She is a key player in the financial management of programs, process improvement and negotiation.

Prior to going solo in her CPA firm, she most recently served as the Chief Financial Officer of a social service agency with a variety of community-based services in Washington state. In this position, she provided strategic financial leadership causing the growth of the company to double its revenue to $40M+. Her areas of oversight included all in-house accounting services such as payroll, accounts payable, accounts receivable, billing, financial analysis and reporting. She also provided contract review and negotiation as well as cost containment, cash management and benefits review and analysis.

Prior to holding this position, Kim served in accounting management positions in Virginia, Pennsylvania and New York at a large hospital clinical practice, a not-for-profit social service agency and an employee-owned engineering firm. She started her career as an accountant at a local CPA firm, a large cable tv company, a large nursing home operator and an import/export company. Early in her career, she was recognized as a capable leader who took pride in her work, understanding how great accounting services impact the company and those it serves. Through this, she quickly advanced to supervision of projects and people. This has allowed Kim to provide added value to each company for whom she has worked.

Kim holds a Master of Accounting from Old Dominion University and a Bachelor of Arts in Accounting from Cedarville University. In her spare time, Kim enjoys camping and playing the piano and enjoying time with her husband, their three sons, two daughters-in-law and four grandchildren.

Kimberly Lohr

Kim specializes in providing state and local taxation advisory and compliance services to her clients. With more than 26 years of experience in state and local tax, she serves a diverse client base in a variety of industries, including manufacturing, financial institutions, transportation, and services to name a few. Kim focuses on multi-state income and franchise tax matters such as nexus, state tax base modifications, apportionment of income, business/non-business income, unitary taxation, gross receipt taxes, allocation of partnership items, state filing options, audit defense and voluntary disclosures. In addition to recommending strategies to minimize clients’ state and local tax liabilities, Kim consults on all aspects of state income tax, including participating in mergers and acquisition transactions, due diligence reviews, representation on state tax controversy matters, and assisting companies with state tax compliance and state tax accrual reviews. Prior to joining Delap, Kim was a managing director at BDO USA LLP’s state and local tax practice in Seattle. She has also worked for several multi-national companies, including several Fortune 500 companies, a small and mid-sized accounting firm, and a state tax authority. Outside the office, Kim enjoys spending time with her family and traveling, especially to the Disney parks.

Nancy Smith

Nancy Smith is a partner with CFO Selections and is a leader of their not-for-profit practice. She has served a variety of not-for-profits as a consulting CFO, providing fractional, interim, and project-based financial expertise. She holds a bachelor’s degree from Seattle Pacific University and an MBA from the University of Washington.

Paulomi Campbell

Dr. Paulomi Campbell is a Pain Psychologist at the Swedish Structural Functional Restoration Pain Program. She completed her internship at Atlanta VAMC and fellowship at Emory University/Grady Medical Center. With a background in counseling and community psychology with a focus in health psychology, she is trained in several empirically based therapy techniques and has additional research experience and training in meditation and mindfulness psychology. She is specialized in chronic pain management, psycho-oncology, sleep medicine, and coping with chronic medical conditions. As part of Swedish Pain Services, Dr. Campbell provides comprehensive evaluations to adults referred to the Structural Functional Restoration Program. She consults on a multi-disciplinary team regarding the mental health needs of patients, as well teaches various relaxation techniques, mindfulness and meditation.

Ryan Herzog

Professor Herzog is an Associate Professor of Economics at Gonzaga University in Spokane, Washington. He was born in Tacoma, Washington and grew up in Gig Harbor, Washington. He attended Pacific Lutheran University and graduated with a B.A. in Economics with minors in Mathematics and Business. After a brief stint at Russell/Mellon (Russell Investment) he went on to graduate school at the University of Oregon. He completed his doctorate in 2009 with a focus in International Capital Mobility, Econometrics, and International Finance. Professor Herzog’s academic interest include international capital flows, monetary policy, and regional business cycles. At Gonzaga he has served on a number of committees including faculty compensation (chair), retirement benefits, and university assessment (chair). He is a member of the Audit Committee at Numerica Credit Union.

Sonja Barker

Adept at simplifying daunting tax situations, Sonjia draws on her Big 4 accounting firm and Washington Department of Revenue experiences to deliver actionable solutions to clients. With her impressive dossier and huge heart for helping others, she’s a powerhouse on any tax team and the leader of our SALT practice.

A military kid, Sonjia grew up in Illinois and California but now calls the beautiful Kitsap Peninsula in Washington state her home. Poised between Seattle and the Olympic National Forest, the area is the perfect playground for Sonjia’s outdoorsy family. An avid camper, Sonjia is on a quest to visit all the country’s national parks, though none may top her favorite—the Badlands.

When she’s not sleeping under the stars, you might find Sonjia enjoying a metal concert with thousands of her best friends. She’s been a huge Metallica fan since she was 12 and is surprised as anybody that she hasn’t outgrown her punk rock phase.

Troy Rector

Troy Rector, CPA, is a shareholder in the Not For Profit and Governmental Services Group at Clark Nuber PS and has spent his career serving tax exempt organizations. He serves a range of tax exempt organizations including low income housing, healthcare and others receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance and Single Audit related topics. He is the past chair of the WSCPA Governmental Audit & Accounting Committee, a member of the AICPA’s Government Audit Quality Center’s Executive Committee and board member of a local school district foundation.