2024 Not-for-Profit Conference

Jeff Mechanick is Senior Project Advisor for Not-for-Profit Organizations at the FASB. In that role, he provides organization-wide technical and strategic advice on standard-setting activities affecting the not-for-profit sector, guides and facilitates stakeholder outreach with the sector, chairs the FASB’s Not-for-Profit Advisory Committee, and participates in some of the FASB’s broader educational activities. He is also a member of the Technical Advisory Group of the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO).

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 degree program in Nonprofit Management.

Paul Lhevine has 25 years of experience in community building, resource development, political affairs, and nonprofit management, succeeding at the intersection of social innovation and civic engagement.

Prior to joining the Association, Lhevine served as CEO of Swallow Hill Music and before that led the Aurora Public Schools Foundation as Executive Director.  He served as Chief Operating Officer of the Denver 2008 Democratic National Convention Host Committee and as Chief Operating Officer for Mile High United Way. He refined his change-management skills in these roles, bringing organizations to a greater level of mission fulfillment and revenue growth, and advancing cross-sector  partnerships that leverage resources and improve outcomes.

Lhevine has been at the forefront of successful local and federal political and public affairs campaigns.  Paul managed Hickenlooper for Mayor in 2003 and later as a political consultant, he led the Coalition for a Better Colorado and worked on legislative affairs with the American Red Cross Mile High Chapter.  His early career experience included working in the New Politics Program at the National Civic League, managing congressional campaigns in Colorado and Alabama and serving as a staff member for Congresswoman Diana DeGette.

Lhevine approaches leadership by creating focused organizations and developing teams of staff and volunteers with passion, energy, and vision. He serves on the Board of Directors of the Denver Metro Chamber Leadership Foundation, is an alumnus of Leadership Denver, holds a law degree from Vermont Law School, and is a graduate of Colorado College.

Dori leads Plante Moran’s exempt organization tax practice in the Rocky Mountain region and has more than 25 years of experience serving clients primarily in the tax-exempt sector. She dvises on tax strategies to minimize clients’ tax burden and helps them stay compliant in tax reporting in the constantly changing regulatory environment. She is frequently invited to speak at local, regional, and national conferences on nonprofit tax-related issues. She is member of the AICPA, the Colorado Society of CPAs, and the National Association of College and University Business Officers.

An active member of the community, she served as Treasurer and Chair of the Finance Committee for Great Education Colorado and as past Treasurer of the Colorado Nonprofit Association. he received her accounting degree with a minor in economics and English literature at Brigham Young University.

I advise health systems, trade associations, major cultural institutions, nonprofit insurance providers, and pension trusts on maximizing tax benefits and minimizing tax risk. My concentration on exempt organization taxation provides me the opportunity to counsel tax-exempt entities in the not-for-profit and healthcare industries. I also work with pension trusts and voluntary employee benefit associations in our employee benefits practice as well as HMOs and other prepaid insurance plans in the insurance industry.

I was attracted to this career because I enjoy problem-solving, working with numbers, and not having anyone refer to me as an attorney. It’s satisfying that I’ve been involved in several IRS audits that ended in very favorable outcomes for our clients. My clients love this. They also love that I provide them with specialized knowledge — culled from years of experience in this profession.

I always enjoy speaking to boards and finance committees of our clients and feel a sense of accomplishment during and after every presentation. Recently, I spoke to the Illinois CPA Society, the American Health Lawyers Association, and the Association Forum of Greater Chicago on topics ranging from political organizations and entity-form conversions to Form 990.

I belong to the AICPA, the Illinois CPA Society, the American Bar Association (tax section), the Chicago Bar Association (former chair of two committees), the American Health Lawyers Association, and the Association Forum of Greater Chicagoland. I’m currently board chair of the Akiba Schechter Jewish Day School and treasurer of the Jewish Children and Family Services of Chicago.

I earned my B.A. in history at the University of Wisconsin–Madison, my J.D. from the University of Miami, and my LL.M. in tax from Georgetown University.

Ellie Hume is a Regional Director with Your Part-Time Controller, LLC,  an accounting firm specializing in outsourced and fractional financial management for nonprofit organizations. She supports several physical offices in the region while seeking new opportunities to open additional YPTC offices across the country. Ms. Hume has been working with non-profit and governmental organizations to build stronger accounting departments for more than 20 years and takes pride in helping nonprofits reach financial management nirvana through best accounting practices and strong fiscal governance.

Ellie lives in Long Island, NY with her husband and is an active member of the COCPA, ILCPA, NYSSCPA, and the AICPA. She serves on the Nonprofit Working Group with the COCPA, the NYSSCPA’s Not-for-Profit Organizations, CFO, and Diversity and Inclusion Committees and has become a frequent speaker with many nonprofit focused organizations such as NYN Media, Nonprofit New York, Philanthropy New York, NYCON, NYSSCPA/FAE and AICPA. Ms. Hume has also appeared on several of YPTC’s national webinars and numerous episodes of The Nonprofit Show. She sits on the Board and serves as Secretary and a member of the Finance and Executive Committees for BoardStrong, a nonprofit dedicated to developing strong, effective boards, as well as providing a nationwide matching platform connecting nonprofit boards and individuals who wish to serve.

Jennifer Dombek is an Associate with Your Part-Time Controller, LLC, an accounting firm specializing in outsourced and fractional financial management for non-profit organizations. Jennifer has nearly 30 years of accounting experience and has been working with nonprofits for the last 15 years. At Your Part-Time Controller, Jennifer serves clients in a variety of Controller and CFO capacities and has worked with clients in the animal welfare, environmental and human services sectors. She also assists with the Animal Welfare vertical specialization group at YPTC. Prior to joining YPTC, Jennifer spent eleven years as the Director of Finance for the Longmont Humane Society. Jennifer is a CPA and is a member of the COCPA and the AICPA.

Sloan Smith, CAIA, MBA, CPWA®| Principal, Director

Sloan is a Principal & Director at Innovest and a member of the Investment Committee, which drives the firm’s investment related research and due diligence. He serves as a consultant working primarily with institutions and families. He is the Director of the Due Diligence Group, responsible for independently sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee. Sloan is responsible for covering traditional equity and fixed income investments as well as alternative investments such as hedge funds, private equity, and real estate. He is also a member of the NexGen Society. Members of the NexGen Society are dedicated to leadership and instilling the Innovest culture into future generations. The elite NexGen members are selected by Innovest’s executive team and receive specialized training and responsibilities.

Prior to joining Innovest, Sloan was a Senior Consultant at Northern Trust in Chicago. At Northern Trust he oversaw and performed reviews of client portfolios, ensuring valuation and pricing procedures were followed. He also developed automated systems that allowed clients to effectively manage risk within their portfolios.

Previously, Sloan was a Senior Risk Analyst at Alphametrix, a hedge fund platform in Chicago. While at Alphametrix, Sloan managed relationships with brokers and direct investors, performed manager due diligence and built customized risk reports for the firm’s clientele. Prior to Alphametrix, Sloan was employed by Simplex Investments in Chicago as an equity options trader where he implemented an arbitrage strategy on behalf of the firm.

Sloan, a New Hampshire native, holds an undergraduate and MBA degree from the University of Notre Dame where he graduated cum laude. While receiving his MBA, Sloan was part of the Applied Investment Management (AIM) course, which manages a portion of Notre Dame’s endowment. He is a Chartered Alternative Investment Analyst (CAIA) and is also a former member of the Notre Dame Varsity lacrosse team. Sloan also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the University of Chicago Booth School of Business.

Sloan is on the Board of Directors for Economic Literacy Colorado, which empowers Colorado students to achieve a lifetime of economic understanding and financial freedom. He also serves as Treasurer and is a member of the Audit and Finance Committees.

Sloan is happily married with four children. He enjoys spending his free time with his family and is passionate about the financial markets, Notre Dame athletics, and the New England Patriots.

Erik Mosvick combines substantive experience in-house, on secondment and in law firm settings to provide tailored guidance for employers across a vibrant spectrum of industries — including finance, construction, health care, media, retail, manufacturing, technology, oil and gas, education, and hospitality. A versatile labor and employment attorney, he counsels on employee relations and sensitive workplace matters; creates real-world business solutions to the ever-changing realm of employment laws, advising individual executives and management teams in connection with negotiating and drafting employment, confidentiality and restrictive covenants and separation agreements; advises on traditional labor law issues; and defends against labor and employment law claims.

Think you have the most peculiar, outlandish and wearisome workplace situation? Then Erik wants to hear it (he’s incessantly curious!). Reach out with your concerns and watch him parachute in to collaborate. Expect options, risk assessments and straightforward commercial results — without the legalese. His aspiration: Let’s solve pressing workplace issues and then share pictures of our family members (kids or pets!) or discuss an Office episode.

Krystal Elms is a senior manager with Eide Bailly LLP, a regional certified public accounting and business advisory firm. She is based in Eide Bailly’s Omaha, Nebraska office and recently joined the firm’s National Assurance Office, where she focuses on technical assistance and various audit quality control functions. Krystal has over 20 years of experience in public and corporate accounting roles and has spent the majority of this time serving the not-for-profit industry. She has extensive audit and financial reporting experience and serves primary and secondary schools, foundations and other mission-based organizations. She has also served a number of other industries, including employee benefit plans, and has experience in performing analysis and documentation of internal controls, accounting policies and procedures for small to mid-side organizations. Krystal takes a hands-on approach to problem solving and works closely with her clients to ensure the services that provided best meet their needs.

Krystal is a Certified Public Accountant and a member of the American Institute of Certified Public Accountants, the Nebraska Society of Certified Public Accountants and the Accounting and Financial Women’s Alliance. Outside of work Krystal enjoys traveling with her husband, two children and/or friends to places near and far!

John joined iDE in 2020 because of his passion to address root cause issues to help people flourish around the world and leads iDE’s finance and information systems teams. His career spans over many leadership roles that have driven transformation and development in a variety of sectors including non-profit, alternative energy, software and telecommunications. He has played an integral role in leading teams to deliver innovative solutions to support growing international organizations. John lived and worked in Brazil as Controller of a large publically held telecom operator. He also lived and worked in the UK and South Africa and served on board of directors for entities in Chile, Kenya, Malaysia, India and China. During his career, he has had some unique opportunities to dive into some very technical accounting challenges such as leading the bankruptcy accounting for WorldCom and helping a global power company in a massive restatement of their books in Venezuela and Cameroon.  Despite this foray into technical accounting, John’s real passion is supporting organizational growth through developing strong finance teams and implementing financial systems that can be leveraged to achieve excellence.

Dane has more than 20 years of experience in global IT roles including leadership, strategy, consulting, and project management. At iDE he leads the design, development and implementation of iDE’s information systems and software applications, including oversight for cybersecurity and IT support. He works closely with stakeholders across iDE including headquarters, country directors, and country IT staff to support and strengthen security, standards, and processes surrounding IT. Before joining iDE in 2023, Dane worked in a variety of industries including manufacturing, mining, financial services, internet advertising, and computer outsourcing services. He has a bachelor of science in finance from Florida State University and a master of science from the University of Colorado Denver. In his spare time, Dane loves to travel with his husband of 25 years. Dane also enjoys photographing wildlife and landscapes, mountain biking, and great food.

Vassilis possesses over 20 years of expertise in business intelligence, productivity, information risk management, cybersecurity, and an evolving skillset in artificial intelligence (AI). His work enables clients and his firm, AAFCPAs, to adeptly adopt and navigate the complexities of new technologies, particularly in digital transformation and RPA (Robotic Process Automation). Leading AAFCPAs’ delivery of RPA solutions, he integrates RPA with traditional programming to automate both routine and decision-requiring tasks, significantly boosting efficiency. Vassilis also heads the firm’s automation center of excellence, focusing on RPA and AI to optimize automation projects. Furthermore, he directs the firm’s Data Analytics & Data Visualization efforts, utilizing AI and RPA for efficient data handling, helping clients gain actionable insights swiftly and accurately. Additionally, he manages the firm's IT & Cybersecurity solutions, including Vulnerability Management as a Service, enhancing client confidence in digital transformation security. Outside professional realms, Vassilis is passionate about motorsport racing and actively engages with the Boston Chapter of the BMW Car Club of America, teaching advanced driving skills to teens. He speaks English and Greek and visits Greece annually to connect with his heritage.