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AAFCPAs releases 8-part educational podcast series, designed to help nonprofits thrive

AAFCPAs is excited to announce the release of our 8-part educational podcast series offering actionable takeaways for organizations to improve efficiency, effectiveness and performance controls. This collection of podcasts is the 2nd series of recordings from AAFCPAs’ Annual Nonprofit Educational Seminar. These podcasts, and accompanying introductory videos, feature full audio of thought-provoking sessions recorded on May 3rd, 2017 in front of a live audience of 300+ nonprofit executives and board members.  Several sessions may be equally valuable to AAFCPAs’ commercial company clients.

Podcasts are available for download to your computer or smart phone for flexible and convenient listening on-demand, and on the go.  Not sure which one to listen to first?  Watch a 1-minute introductory video clip of each topic and enjoy!

> Click here to learn more.

AAFCPAs Educational Podcast Series

About the Authors

Davide Villani CPA
Davide has been serving AAF clients since 2002, providing assurance and tax solutions for sophisticated, privately-held companies, including: manufacturing, distribution, green tech & clean tech. He has extensive experience leading high-energy teams to provide efficiency and deliver an overall positive, and non-intrusive audit experience. Davide provides detailed reports about audit findings and communicates business-critical information to management, which adds meaning to the audit process and positively impacts decision making. Davide is a leader of AAF’s Employee Benefit Plan Audit practice and specializes in ERISA audits, including: 401K, 403B, Defined Benefit, and Health & Welfare Plans.
James Jumes
James joined AAFCPAs in 2013 to lead the Business Advisory Services practice. He has more than 25 years of experience working with information technology systems and diverse business operational processes. James is highly experienced in IT controls and assurance, SOX 404, and Service Organization Control (SOC) reports: SOC 1 (SSAE 18), SOC 2, SOC 2+ and 3 attestation reporting.  James developed a unique methodology to delivering SOC reporting services, and he is an AICPA-approved Peer Review SOC Specialist, assisting peer review teams to review SOC 1, 2, 2+ and 3 engagements. He is a HITRUST Certified Common Security Framework (CSF) Practitioner, providing HITRUST CSF self-assessment consulting, or SOC 2 + HITRUST for assessing against the evolving compliance landscape shaped by HITECH, HIPAA, CMS and various other federal, state and business requirements.
Jeanie Gorlovsky-Schepp CPA
Jeanie has extensive experience providing assurance, tax and consulting solutions for regional, national and international nonprofits, including: arts and cultural organizations, charter schools and Charter Management Organizations (CMOs), and multi-service human & social service providers. Jeanie is a leader in AAFCPAs’ Nonprofit Tax practice, and her advice helps clients navigate complex issues such as unrelated business income tax (UBIT), state filing requirements, related-party transactions and executive compensation disclosures. She leads training programs for internal team members, clients, and regional & national industry associations on various topics, including: strategic budgeting, Form 990 reporting and tax-exempt status. Most recently, she has happily shared her expertise as a guest speaker of the Massachusetts Nonprofit Network, and the Massachusetts Council of Human Service Providers, Inc. (The Providers' Council).
Jeff Cicolini, CPA
Jeff provides accounting, tax and consulting services to nonprofit organizations. He has extensive experience providing solutions to evolving nonprofit organizations with complex program offerings, diverse financing sources, and budgets ranging from $20 million to over $150 million. He specializes in advising human and social service agencies, including multi-service agencies, residential and day treatment behavioral healthcare providers, early education and care (EEC) agencies, community development corporations and their related affordable housing projects, and membership organizations. Jeff also specializes in audits in accordance with generally accepted auditing standards, Government Auditing Standards, Uniform Guidance and HUD Housing programs.
John Buckley CPA
John has been successfully serving AAF clients for over 20 years. He has extensive experience with the audits of diverse associations, educational institutions, and other community-based agencies. John specializes in working with nonprofit organizations that are subject to federal, state, and other regulatory requirements. John is AAF’s Educational Services Division Leader, which includes services to independent schools, charter schools and Charter Management Organizations (CMOs), colleges, education services organizations, Chapter 766 schools, and other educational institutions. He has extensive experience with these types of organizations, including working with capital campaigns, financing agreements, and charter school replication.
Joshua England, Tax Attorney
Josh is a tax attorney with extensive expertise advising high-net-worth individuals, nonprofits, and business owners and investors on effective strategies to ensure tax efficiency, asset protection, well-executed succession plans, and wealth preservation. He has been practicing law since 2000 and focuses his practice on the areas of wealth transfer planning, fiduciary and individual taxation, business structuring to maximize tax efficiency, and advising tax-exempt organizations, foundations and charitable donors. Josh works extensively with business owners and investors to analyze the financial impact a business structure will have from both a business and personal perspective.
Matthew Hutt CPA
Matt leads AAFCPAs’ Healthcare Division, providing assurance, tax and advisory solutions for Federally Qualified Health Centers (FQHCs), behavioral health providers, home care agencies and hospices, nursing homes, and senior care living centers. Matt advises healthcare providers on consolidation and coordination of care, including the integration of behavioral health into the primary care delivery system. He also provides consulting solutions for providers transitioning to new value-based reimbursement models, and data driven patient care, including: developing business process and controls for collecting and advantaging data to provide analysis on: provider activity, delivery of care, and analysis of efficiency & cost effectiveness. Matt is also highly-sought after for his knowledge on issues related to affordable housing developers with requirements related to the US Department of Housing and Urban Development, MassHousing, Low Income Housing Tax Credits, Historical Tax Credits and New Markets Tax Credits. 
Nicole Zompa, CPA
Nicole is a partner in the commercial assurance practice of AAFCPAs. She specializes in advising diverse commercial clients including: early-stage venture-backed companies, family owned and private equity owned companies, and mid-sized, multinational SEC registrants. Nicole provides sound financial management advice to clients in the specialty areas of: financial reporting, mergers, acquisitions & Initial Public Offerings. Nicole is Chair of AAFCPAs’ Revenue Recognition Task Force, and her technical accounting experience includes revenue recognition implementation, as well as stock option & equity-based compensation plans and International Financial Reporting Standards.