Not-For-Profit & Governmental Accounting Conference

Frank Crawford is President of Crawford & Associates, P.C., Certified Public Accountants, an accounting firm located in Oklahoma City, OK. The firm specializes in providing auditing, consulting and accounting services solely to governmental entities and is a member of the American Institute of Certified Public Accountants (AICPA) and the AICPA Government Audit Quality Center. Over the last 37 years, Frank, as President of Crawford & Associates, has provided a variety of audit and accounting services to all sizes and types of governmental entities, including financial statement audits and attestation services, non-attestation services such as financial statement preparation services, general accounting and advisory services, fraud investigations, internal control analysis, accounting policy and procedure development, outsourced internal auditing and internal monitoring, the development of management anti-fraud programs and controls, quality assurance reviews, training, and expert witness services.

Lee Klumpp is a Professional Practice Partner with BDO and has more than 25 years of experience serving the nonprofit, healthcare and government industries. 
Lee completed a two-year Fellowship with the Financial Accounting Standards Board (FASB) in Norwalk, CT. During his fellowship, he led the FASB's project to reexamine existing standards for financial statement presentation by nonprofit entities, focusing on improving the net asset classification requirements and information provided in financial statements and notes about liquidity, financial performance, and cash flows. He also focused on various FASB agenda projects and emerging practice issues that focused on nonprofit.

Dave Cotton is founder and Chairman Emeritus of Cotton & Company, Certified Public Accountants, headquartered in Alexandria, Virginia.  Cotton & Company was founded in 1981 and has a practice concentration in assisting Federal and State agencies, inspectors general, and government grantees and contractors with a variety of government program-related assurance and advisory services.  Cotton & Company has performed grant and contract, indirect cost rate, financial statement, financial related, and performance audits for more than two dozen Federal inspectors general as well as numerous other Federal and State organizations, programs, activities, and functions.  In April 2022, Cotton & Company became a subsidiary of Sikich LLP.  

Dave has a BS in Mechanical Engineering and an MBA in Management Science and Labor Relations.

In May 2022, Governor Glenn Youngkin appointed Dave to the Virginia Board of Accountancy.

Jeremy Wortman

Jeremy Wortman, HRD Initiatives

With a strong passion for and a commitment to the positive development of individuals and organizations, Jeremy Wortman is the Owner of HRD Initiatives, specializing in leadership development, organizational development, and talent management solutions. In this capacity, he works with client partners' executive teams in determining talent management strategies, building leadership talent, implementing solutions, and coaching individual leaders.

Wortman has more than twenty years of experience in organization and leadership development with a significant amount of his time, early in his career, at TD Ameritrade, where he was the Director of Organizational Effectiveness. There, he was responsible for enterprise-wide talent management initiatives. He partnered with senior executives to determine business unit and department-level talent management strategies and solutions that drove their performance goals. He was also responsible for building their leadership development programs. He has extensive knowledge of organizational psychology and has had great success in developing strategies and programs that make better individuals and organizations using a strengths-based approach.

Mark Avery

Mark Avery, CPA, is the Subdivision Audit Review Coordinator with the Nebraska Auditor of Public Accounts.  He is responsible for the review of approximately 2800 political subdivision audit reports and audit waiver requests, which are required to be filed with the Auditor's office.

Jeffrey Schreier

Jeff Schreier is a Senior Auditor-in-Charge and CPA with the Nebraska Auditor of Public Accounts. Jeff has been employed with the office since 2013, and is responsible for overseeing the review of approximately 2,500 political subdivision budgets that are completed and filed with the Auditor of Public Accounts each year.  Jeff is also responsible for monitoring legislative activities, and implementing any changes approved by the Legislature that impact the budget process used by political subdivisions in Nebraska.

Lisa Parker

Lisa Parker is a senior project manager with the Governmental Accounting Standards Board (GASB).  Prior to joining the GASB in 2008, Lisa worked for Runyon Kersteen Ouellette CPAs for 10 years, the town of Old Orchard Beach, Maine as finance director and interim town manager for 2 years, and the city of Saco, Maine as finance director for 8 years.
Lisa is a certified public accountant and a chartered global management accountant.  She also is a member of the Association of Governmental Accountants, the American Institute of Certified Public Accountants, and the Maine Society of Certified Public Accountants, where she served as president. Previously, Lisa was president of the Maine Governmental Finance Officers Association, an executive board member of the New England Governmental Finance Officers Association, and a member of a national GFOA standing committee. 
Lisa attended Boston College and the University of Southern Maine graduating with magna cum laude honors and a bachelor's degree in accounting.

Brian Tankersley

Brian Tankersley, CPA, CITP, CGMA (@bftcpa) is a renowned technology consultant, speaker, and author in the accounting industry. With over 30 years of experience, he has dedicated his career to helping accounting professionals navigate the ever-evolving world of technology. As the Director of Strategic Relationships at K2 Enterprises, Brian delivers high-quality seminars and courses on topics such as accounting software, data analytics, and cybersecurity. A respected voice in his field, Brian frequently contributes articles to industry publications and has been recognized with multiple awards for his expertise and service to the profession.

Jim Brackens

Jim Brackens Jr., CPA, is vice president of ethics and practice quality at the American Institute of CPAs (AICPA). His responsibilities include providing strategic and tactical direction for peer review, professional ethics, the Employee Benefit Plan Audit Quality Center and the Governmental Audit Quality Center. Prior to joining the AICPA in 2006, Jim was associated with both international and local public accounting firms including managing his own practice for 17 years in which he served primarily closely held businesses and nonprofit organizations. He also served as a peer reviewer and performed more than 300 peer reviews of local accounting firms. Jim is a member of the AICPA, the North Carolina Association of CPAs (NCACPA) and the Virginia Society of CPAs (VSCPA) and has served in various volunteer leadership positions for both the AICPA and VSCPA including chairing the VSCPA's Peer Review Committee, serving as vice chair and member of the VSCPA's Board of Directors and as a member of the AICPA's Professional Ethics Executive Committee. Through a joint effort of the VSCPA and Virginia Business magazine, Jim was voted by his peers as being one of the top CPAs in Virginia in small business consulting (2001 through 2004) and assurance services (2004 and 2005). In 2004, he was the initial author and primary presenter of the VSCPA's CPE course "Ethics 2004 — Your License Depends on It!" and continued in this capacity until joining the AICPA. Jim received his bachelor's degree in accounting from Virginia Tech in 1977.

Jim Dalkin

Jim Dalkin is a Director in GAO's Financial Management and Assurance team. He oversees FDIC and SEC financial statement audits and related financial management issues, Export-Import Bank financial management issues, internal control and auditing standards, and work involving the accounting and auditing profession.

Jim joined GAO in 2009. Prior to joining GAO, Jim worked as an auditor at an accounting firm.

Jim earned a master's degree in business administration from George Washington University, an ALM master's degree from Harvard University, and a bachelor's degree in accounting from the University of Virginia. He is a Certified Public Accountant and a Certified Government Financial Manager.

Beth Morrissette

Beth Morrissette, MPA, MSW, is the CEO of Parlay, boasting 25 years of nonprofit experience. With a varied background in leadership roles, including Executive Director and Board member, Beth is skilled in organizational development. She's known for fostering partnerships between nonprofits and government agencies, notably during her time steering a collective impact organization. Beth's expertise lies in strategic planning, effective board governance, and capacity building, demonstrated through her success in expanding services and funding sources in mental health initiatives. Her contributions extend beyond Parlay, as she actively participates in the Nonprofit Association of the Midlands, where she shares her insights and experiences to benefit the sector.