Nonprofit Essentials (E2004424)

Frank is an emeritus partner of WithumSmith+Brown, PC (Withum) with over 35 years of accounting and auditing experience. He is a licensed CPA in New York and New Jersey and has significant experience working with SEC registrants, small and large private entities in various industries, including hedge funds, private equity funds and finance companies. Frank is a member of the American Institute of CPAs (AICPA) and was a former member of the AICPA Peer Review Board. He is a past president of the NJCPA and currently chairs its Peer Review Executive Committee. Frank is a frequent lecturer on accounting and auditing and is a co-author of three accounting books.

Rick is a partner with FORVIS (which is the result of a merger between BKD and DHG) with more than 25 years of experience serving not-for-profit organizations. He is based in the firm’s New York office and is a member of FORVIS’ Higher Education Center of Excellence, which is an internal committee focused on addressing issues important to the higher education industry. Rick focuses on audits and advisory services for not-for-profit and higher education organizations.

Prior to this role, he worked at the FASB, where he served as a supervising project manager for almost six years. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and Accounting Guidance for Contributions Received and Contributions Made; and ASU 2019-03, Updating the Definition of Collections. He also was coordinator for FASB’s NFP Advisory Committee and Private Company Council. Before joining the FASB, Rick was vice president and controller at a large national museum in New York for seven years and a senior manager with a large international accounting firm where he worked for 14 years and specialized in audits of higher education institutions and other not-for-profit organizations.

Rick is a member of the AICPA Not-for-Profit Expert Panel. He is a lecturer at Columbia University’s School of Professional Studies in their Non-Profit Management program. He also has been a frequent speaker with NACUBO, the American Institute of CPAs (AICPA), and various state CPA societies.

He is a CPA in New York and New Jersey and is a member of the AICPA and New York State Society of Certified Public Accountants. Rick is a graduate of Montclair State University, New Jersey, with a B.S. degree and an M.B.A. degree.

Louis Mezzina is a Senior Advisor with the Not-for-Profit Services Practice at Prager Metis, a member of Prager Metis International Group. Lou brings over 40 years of experience serving a diverse array of not-for-profit clients.

Lou has worked closely with well over 100 colleges, universities, and other not-for-profit organizations, including AARP, American Heart Association, the Archdiocese of New York, Duke University, Fordham University, Johns Hopkins University, Leukemia & Lymphoma Society, the March of Dimes, Metropolitan Opera, the New York Community Trust, and Wildlife Conservation Society. Beyond accounting, auditing, and financial reporting, he has assisted organizations and the nonprofit sector with respect to operations, risk management, and governance.

Lou is a noted speaker and has presented often at industry conferences, including the AICPA Not-for-Profit Industry Conference, NACUBO’s Higher Education Accounting Forum, NJCPA Nonprofit Conference, and the GWSCPA Nonprofit Symposium. His many years of leadership and service have earned him the National Association of College and University Business Officers’ inaugural Business Partners Service Award and the NJCPA Service Medallion.

Brad is an assurance principal at CLA (CliftonLarsonAllen LLP). He has significant experience in financial reporting, tax compliance and planning for closely held businesses, SEC registrants, nonprofit organizations and strategic business planning, and in industries, such as real estate, construction, architectural and engineering, retail, hospitality and manufacturing. Brad is a member of the AICPA and the NJCPA, and was a former NJCPA president. In addition, Brad has served as an adjunct professor of accounting at William Paterson University and the College of Saint Elizabeth.