Nonprofit Conference (E2312010)

Alex is an audit partner in the Not-for-Profit and Health Care practices of PKF O’Connor Davies, LLP. He has eighteen years of experience in public accounting. His areas of specialty include audits of not-for-profit entities, health care entities and special needs clients, cost reporting as applicable to health care and not-for-profit entities, and single audits conducted in accordance with the Uniform Grant Guidance. Alex is also an adjunct professor of accounting at the City University of New York. He serves on a number of professional and academic affiliations and is a board member of the New York State Education Department State Board for Public Accountancy. He has authored articles on accounting, audit, tax and education and he has presented on both a professional and academic level.

Special Agent Glantz is currently the Public Information Officer for IRS Criminal Investigation's, Newark Field Office. As the Public Information Officer, Special Agent Glantz is responsible for publicizing cases that are investigated by his coworkers in IRS-Criminal Investigation. In addition, Special Agent Glantz frequently speaks about IRS-Criminal Investigation to professional organizations as well as college and high school students.

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.

Sean is an expert and sought-after speaker, focusing on the intersection of financial services, blockchain and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications. Sean is a member of the Advisory Board for the Wall Street Blockchain Alliance, which coordinates with the AICPA in developing standards and reporting frameworks in this emerging area. Sean continuously works with, and consults for, the AICPA and several professional training organizations in the creation and delivery of blockchain and cryptocurrency related content. He is currently under contract to publish two books focusing on blockchain applications for financial services and other industry sectors. Sean is the host of the NJCPA TechTalk Podcast, a past leader of the NJCPA Emerging Technologies Interest Group and a member of the NJCPA Board of Trustees. He is a professor at the City University of New York - Lehman College.

Catherine Syslo is a Partner in CohnReznick’s national assurance practice, specializing in audits of not-for-profit organizations including Uniform Guidance. A licensed CPA in New York and New Jersey, she provides technical accounting and auditing expertise to engagement teams and clients and has more than 30 years of experience in public accounting and the private sector.

Catherine is a member of the firm’s Not-for-Profit Education and Thought Leadership Committee, serving as a national instructor. Outside of the firm, she is a frequent lecturer on not-for-profit accounting standards, Uniform Guidance, single audits, and other topics impacting the not-for-profit industry. She has recently spoken at the NYSSCPA, NJCPA, and GWSCPA nonprofit conferences.

Catherine received the 2021 NJCPA Woman to Watch Award which recognizes the success of women NJCPA members for both their leadership and commitment to fostering the success of their colleagues. She is a prior recipient of the NJCPA Volunteer Award based on her contributions to the NJCPA, her local community, and accounting students.

June is a principal at WilkinGuttenplan and is the president of the NJCPA for the 2024/25 term. She has been a member of the NJCPA since 1995 and has served in a variety of capacities, including the Peer Review Executive Committee, Strategic Planning Committee and Volunteer Relations Committee, and was chair of the NJ-CPA-PAC Board of Trustees, chair of the Committee Operations Committee and vice leader of the Business Valuation, Forensic & Litigation Services Interest Group. She is also an active participant in the Accounting & Auditing Standards and Nonprofit interest groups. Before WilkinGuttenplan, June was the managing member of zbt Certified Public Accounting & Consulting, LLC. She is a former treasurer of Garwood Municipal Library; a recipient of NJCPA’s Volunteer Award in 2018 and its Women to Watch Award in 2019; one of New Jersey Monthly’s Leading Women in 2015 and one of NJBIZ Accounting Power 50 from 2020 to 2022.

Jola Tuck is a tax director at CohnReznick focusing on not-for-profit and tax-exempt organizations. She began her public accounting career in 2006. Jola specializes in critical issues unique to tax-exempt organizations including unrelated business income tax and obtaining and maintain tax-exempt status.

Brian, a tax partner in Baker Tilly’s Orange County, California office, specializes in not-for-profit organizations. Brian has nearly 30 years of experience providing tax, legal and accounting services and solutions to all types of not-for-profit organizations, including public charities, private foundations, university auxiliaries, social clubs, business leagues, labor organizations, social welfare organizations, water districts, athletic organizations, social services entities, hospitals, bids and veterans' organizations.