David Heinen has been with the North Carolina Center for Nonprofits since 2007, leading the Center’s public policy and advocacy work and providing non-answers (and occasional useful information) about legal compliance, trends in the nonprofit sector, and advocacy to hundreds of nonprofits. He has served on boards of a variety of local and national nonprofits. David is a graduate of Duke University and the William and Mary School of Law. Before returning to North Carolina to work for the Center, David spent seven years as an attorney with a Washington, D.C. law firm serving the nonprofit community. He lives in Raleigh with his wife and three children, the oldest of whom describes her dad as “weathered.”

Experienced Board Officer with a demonstrated history of working in the accounting industry. Skilled in Education, Accounting, Income Tax, Management, Risk Management, Auditing, and Financial Analysis. Strong business development professional with a BSBA with emphasis in Accounting and Math Minor focused in Business Administration and Management from University of Missouri-Saint Louis.

Justin Greene currently serves as the Nonprofit Tax & Accounting Advisor to Engiven providing critical knowledge and insights that directly benefit Engiven’s clients.

Justin is the Chief Financial Officer at LibertyLive.Church, a large multi-site church based in Hampton Roads, VA. Justin has served in the non-profit space for almost 20 years with experience leading in strategic development, general administration, operations, finance, and technology, combining these disciplines to lead the recent digital transformation at Liberty. Lately, Justin has been focusing on the future of data, blockchain, cryptocurrency, and other emerging technologies, to develop strategies on how these can be leveraged by non-profit organizations today.

Vonna Laue has worked with nonprofits and churches for 25 years. Vonna was a partner for a national CPA firm serving not-for-profit entities through audit and consulting services. Subsequently, she held the role of executive vice president for an organization that works to enhance trust in the church and ministry community. She is currently serving organizations through financial and operational consulting engagements including roles as CFO/COO.

Vonna earned her B.S. degree from Black Hills State University and her MBA degree in leadership and human resource management from the University of Colorado at Colorado Springs. She currently serves on three national and international boards and has published articles in multiple national publications as well as co-authored three books. Her speaking experience includes a variety of regional and national conferences.

Jordan is a principal with CLA and specializes in assurance services for nonprofit and health care clients. She has served a diversity of nonprofit clients in her ten years with CLA, including: associations, foundations, museums, and social service organizations. In addition, she has managed nonprofit health care clients. She also has experience with single audits and regulatory compliance testing.

Her experience with assurance services includes all phases of audits, from engagement planning to report drafting and engagement wrap-up. She places special emphasis on creating efficiencies in the process in order to determine the best way to perform the audit. She also believes the audit is a window into the organization’s operations and loves discovering additional ways CLA can assist the organization.

Jordan received her Master of Accounting degree from the University of North Carolina-Charlotte, as well as her Bachelor of Science in Accounting. She is a Certified Public Accountant in North Carolina.

Jordan serves on the program council and technology committee for the North Carolina chapter of the Healthcare Financial Management Association (HFMA). Jordan also served on the Student Outreach, Advancement, and Recruitment Committee of the North Carolina Association of Certified Public Accountants (NCACPA), a committee that she was previously chair of for two years. In addition, she has presented continuing education sessions at conferences across North Carolina, including Nonprofit Roundtables for local Charlotte nonprofits. She is a member of the American Institute of Certified Public Accountants (AICPA). During 2016 and 2017, she was awarded the CPA Practice Advisor’s 40 Under 40 award.

Within CLA, she serves on several committees including the Healthcare Quality and Learning Committee and the Healthcare Data Analytics Task Force. She is also responsible for the office’s recruiting initiatives. She has taught audit training sessions at CLA’s new hire conferences in Minneapolis, Minnesota.

Jennifer Rohen is a Principal with CliftonLarsonAllen who leads the Business Incentives Consulting Practice for CLA. She has over 20 years of experience assisting clients who are making human and tangible capital investments to reduce their cost of capital and increase return on investment by identifying Federal, State, and Local strategies that include Work Opportunity Tax Credits, payroll tax credits, property and sales tax incentives, employment tax credits and rebates, and various grants. Jen’s experience in specializing in prospective state tax benefits, with a focus on credits and incentives helps clients choose among different locations and realize the total impact of a location decision with regard to the tax and related financial implications. This involves working with state agencies and local municipalities in connection with negotiating incentive packages. The benefit packages typically include financing assistance and grants, ITC, WOTC, TIFs, and other in-kind benefits. Jen has worked with over 2500 clients in her career as a specialist.

Jen has published numerous articles as a thought leader in tax credits and has presented in conferences with a National reach in various industries.

Kelsey is a principal in CLA’s nonprofit group and she leads the firm’s national nonprofit outsourced accounting services. Over her career at CLA, Kelsey has been a nonprofit auditor, strategic consultant, and most recently led the firm’s practice providing assessments of clients’ financial operations. In her current role, Kelsey works to bring the firm’s national resources and experience to over 1,250 nonprofits for whom CLA serves as outsourced CFOs, bookkeepers, and all services in between.
Kelsey’s experience includes planning, project managing and executing projects including:
• Helping nonprofits think about and plan for their strategic and financial futures.
• Conducting assessments of organizations and identifying opportunities to redesign future strategies and/or operations.
• Improving clarity and accuracy of financial reporting to better inform board and managerial decisions
• Reorganizing finance and operational departments for increased productivity, autonomy, and efficiency
• Providing market research and proven practices to challenge the status quo and revitalize nonprofit operations
• Performing financial analysis and benchmarking to highlight or support key issues and trending concerns.

Mig Murphy Sistrom owns a specialty accounting firm with provides consulting, accounting, and planning services exclusively to nonprofits on a variety of issues, including accounting systems design, cost allocation, budgeting, internal control and fraud prevention, policies and procedures manuals, and IRS and other compliance issues.

Her firm also provides bookkeeping and other accounting support services.

Mig has authored several articles on nonprofit financial topics and has taught courses on these subjects through Duke University’s Nonprofit Management Program and other organizations.

She is active in the N.C. Association of CPAs and has served on the boards of directors of several North Carolina nonprofits.

Mig holds a Certificate in Nonprofit Management from Duke University and is a graduate of Leadership America North Carolina.

Prior to opening her own firm, she served as Director of Finance and Administration for a nonprofit organization with an annual budget of over $10 million.

Previously, she was an audit manager at a large local CPA firm, where she provided accounting, consulting, audit, and tax services to nonprofit organizations.

She began her professional career as a staff auditor at Price Waterhouse LLP.

She holds a Masters of Accounting and a B.S. degree with Highest Honors in Business Administration from the University of North Carolina at Chapel Hill.

Experienced Board Officer with a demonstrated history of working in the accounting industry. Skilled in Education, Accounting, Income Tax, Management, Risk Management, Auditing, and Financial Analysis. Strong business development professional with a BSBA with emphasis in Accounting and Math Minor focused in Business Administration and Management from University of Missouri-Saint Louis.

Kevin has 17 years of public accounting experience and serves as a principal with CliftonLarsonAllen’s Raleigh office specializing in professional audit and consulting services to nonprofit and health care organizations. Kevin received his master’s degree in accounting and a bachelor’s degree in public health from the University of North Carolina at Chapel Hill. He currently serves on the NCACPA Not-for-Profit Committee and is a frequent speaker on various topics affecting not-for-profit and healthcare organizations.

I have a background in healthcare and nonprofit industries performing financial statement audits, reviews, compilations and single audits. I started my career after graduating from Virginia Tech in 2018. I have been with CLA for about 4 years now and have been a CPA for about 3 of those years.

Eve currently (since 5/1/2019) practices law as Of Counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC firm specializing in nonprofit organizations. In the preceding 30 years, she operated her own law firm, a national tax and compliance practice dedicated to the nonprofit sector (BAM Law Office LLC). Residing in Minneapolis, Eve from both firms has always worked with nonprofit organizations (NPOs) throughout the country, primarily assisting clients with: tax-exemption qualification, overall exempt organizations (EO) tax planning, non-federal tax compliance (chiefly concerning state law mandates and federal grant reporting obligations), and best management practices. Through 2019, she had represented more than 1,100 EOs before the IRS on audit examinations, status issues, ruling requests, and exemption qualification. Eve equally enjoys IRS controversy work and assisting clients with finding and implementing practical approaches to their tax planning needs or structural and collaborative issues, as well as governance challenges.

Eve also teaches NPOs and their advisors about the world of EO compliance, doing so from her teaching consultancy, Eve Rose Borenstein, LLC. Her love of designing and presenting seminars on “tax rules” is evident, and she is well-known for her Form 990 preparation courses (Eve’s two full-day Form 990 courses were licensed to the AICPA for use in the 2013-2019 CPE-years). This year, Eve developed and introduced 14 webinars on the 990 – 10 of those encompassing a comprehensive “foundational series” (and three for those who have already attained “990-Ninja” status!)

Eve’s teaching has been informed not only by her familiarity with federal tax precepts and other arenas of NPOs’ compliance needs, but by her extensive professional committee involvement. She was a key private-sector participant with the IRS in the preceding decade’s redesign of the Form 990; is an active participant in the American Bar Association’s Tax Section EO Committee; liaisons to the AICPA’s EO Tax Resource Panel; and is Co-Chair of the TEGE Exempt Organizations Council’s TIC-TAQ Committee (the latter brings EO tax advisors into colloquy with the IRS EO Division Director and Chief Counsel (EEE)’s Officials three times a year). In championing the sector’s goal of compliance without complexity, Eve works tirelessly to bring feedback to the IRS on exempt organization forms, procedural issues, and need for improved guidance and regulations. Her goal has always been to ensure that “NPOs (have the tools to) do it right the first time!”

Among the many honors Eve has received in the last decade are her presentation of invited testimony before the U.S. House of Representatives’ Ways and Means Subcommittee on Oversight in their July 2012 hearing on the IRS’ oversight and use of the Form 990 (she was introduced as “Queen of the 990”!), and being honored with the 2018 Outstanding Nonprofit Lawyer Award by the American Bar Association’s Business Law Section.

As the Director of Client Solutions and Education, Linda is the best person to contact with questions about how Tech Impact can work for your nonprofit. She understands our services and how nonprofits use technology.

Alek frequently guest lectures at universities and industry conferences on the topics of data analytics, business intelligence, and data visualization. He aids companies in unlocking the full power of their financial and operational data to find solutions to complex challenges. From executing in-depth statistical analyses to building c-suite-friendly dashboards, customers value Alek’s ability to deliver effective solutions with substantial ROI.

Experienced Board Officer with a demonstrated history of working in the accounting industry. Skilled in Education, Accounting, Income Tax, Management, Risk Management, Auditing, and Financial Analysis. Strong business development professional with a BSBA with emphasis in Accounting and Math Minor focused in Business Administration and Management from University of Missouri-Saint Louis.

Eve currently (since 5/1/2019) practices law as Of Counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC firm specializing in nonprofit organizations. In the preceding 30 years, she operated her own law firm, a national tax and compliance practice dedicated to the nonprofit sector (BAM Law Office LLC). Residing in Minneapolis, Eve from both firms has always worked with nonprofit organizations (NPOs) throughout the country, primarily assisting clients with: tax-exemption qualification, overall exempt organizations (EO) tax planning, non-federal tax compliance (chiefly concerning state law mandates and federal grant reporting obligations), and best management practices. Through 2019, she had represented more than 1,100 EOs before the IRS on audit examinations, status issues, ruling requests, and exemption qualification. Eve equally enjoys IRS controversy work and assisting clients with finding and implementing practical approaches to their tax planning needs or structural and collaborative issues, as well as governance challenges.

Eve also teaches NPOs and their advisors about the world of EO compliance, doing so from her teaching consultancy, Eve Rose Borenstein, LLC. Her love of designing and presenting seminars on “tax rules” is evident, and she is well-known for her Form 990 preparation courses (Eve’s two full-day Form 990 courses were licensed to the AICPA for use in the 2013-2019 CPE-years). This year, Eve developed and introduced 14 webinars on the 990 – 10 of those encompassing a comprehensive “foundational series” (and three for those who have already attained “990-Ninja” status!)

Eve’s teaching has been informed not only by her familiarity with federal tax precepts and other arenas of NPOs’ compliance needs, but by her extensive professional committee involvement. She was a key private-sector participant with the IRS in the preceding decade’s redesign of the Form 990; is an active participant in the American Bar Association’s Tax Section EO Committee; liaisons to the AICPA’s EO Tax Resource Panel; and is Co-Chair of the TEGE Exempt Organizations Council’s TIC-TAQ Committee (the latter brings EO tax advisors into colloquy with the IRS EO Division Director and Chief Counsel (EEE)’s Officials three times a year). In championing the sector’s goal of compliance without complexity, Eve works tirelessly to bring feedback to the IRS on exempt organization forms, procedural issues, and need for improved guidance and regulations. Her goal has always been to ensure that “NPOs (have the tools to) do it right the first time!”

Among the many honors Eve has received in the last decade are her presentation of invited testimony before the U.S. House of Representatives’ Ways and Means Subcommittee on Oversight in their July 2012 hearing on the IRS’ oversight and use of the Form 990 (she was introduced as “Queen of the 990”!), and being honored with the 2018 Outstanding Nonprofit Lawyer Award by the American Bar Association’s Business Law Section.

Ryan is a crypto philanthropy expert who serves as the Director of Sales at Engiven. The fastest-growing crypto donation platform that continues to lead in the innovation of crypto technology through a proprietary software solution. With an educational approach, Engiven has set out to crypto enable all nonprofits.
Ryan was formally the Co-founder & CEO of Rize Ministry Service Partners which was founded to open up new conduits of generosity to non-profits and educate organizational leaders on how to solicit, acquire, and manage asset-based donations. Rize developed a unique and proprietary approach to handle all types of complex assets, allowing an easy path for donors to give generously through various asset types.
Prior to starting RIZE, Ryan was a founding member of a Minneapolis-area metro church and served as its Executive Pastor from 2012-2020. During his tenure, Ryan implemented all systems for administration, marketing, finance, human resources, supply, and facilities management. Ryan was pivotal in helping propel the church to be the fastest-growing church in MN in 2019.

Justin Greene currently serves as the Nonprofit Tax & Accounting Advisor to Engiven providing critical knowledge and insights that directly benefit Engiven’s clients.

Justin is the Chief Financial Officer at LibertyLive.Church, a large multi-site church based in Hampton Roads, VA. Justin has served in the non-profit space for almost 20 years with experience leading in strategic development, general administration, operations, finance, and technology, combining these disciplines to lead the recent digital transformation at Liberty. Lately, Justin has been focusing on the future of data, blockchain, cryptocurrency, and other emerging technologies, to develop strategies on how these can be leveraged by non-profit organizations today.

Marci Thomas, CPA, MHA, CGMA is an author and discussion leader for Kaplan specializing in accounting and auditing focusing on nonprofits, healthcare entities, single audits, and audit quality.

She is an adjunct clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel Hill.

Marci also works with numerous accounting firms performing quality control and efficiency reviews, and with nonprofit boards on strategic planning, internal control, and governance issues.

Kristen has been with Thomas, Judy & Tucker, PA, since 1998 and has been a partner since 2001. She has almost 30 years of experience in public accounting. Kristen’s industry experience extends to the following * Government and Not-for-profit * Real estate and construction * Employee benefit plans * Due diligence * Business planning * Litigation support

Currently, Kristen serves as a core team leader for AGN’s national not-for-profit share group. This group is responsible for the coordination of training and conferences related to the not-for-profit industry for AGN member firms. Additionally, she has led numerous seminars on the IRS form 990, the new 403(b) rules, and religious organization accounting topics. She is also on the NCACPA Not-for-Profit Committee and is a speaker at the annual conference. During 2016, Kristen was elected to the board of directors of the NCACPA and is serving a three-year term. Her practice focus is primarily related to not-for-profit audit and assurance services.

Kristen earned her bachelor’s degree in accounting from S.U.N.Y Brockport in 1987. She is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, and the Association of Certified Fraud Examiners. Kristen is a North Carolina-licensed CPA and has held licenses in New York and Minnesota. Kristen is up-to-date on all CPE in order to perform audits in accordance with Government Auditing Standards.

Eve currently (since 5/1/2019) practices law as Of Counsel at Harmon, Curran, Spielberg & Eisenberg, LLP, a Washington, DC firm specializing in nonprofit organizations. In the preceding 30 years, she operated her own law firm, a national tax and compliance practice dedicated to the nonprofit sector (BAM Law Office LLC). Residing in Minneapolis, Eve from both firms has always worked with nonprofit organizations (NPOs) throughout the country, primarily assisting clients with: tax-exemption qualification, overall exempt organizations (EO) tax planning, non-federal tax compliance (chiefly concerning state law mandates and federal grant reporting obligations), and best management practices. Through 2019, she had represented more than 1,100 EOs before the IRS on audit examinations, status issues, ruling requests, and exemption qualification. Eve equally enjoys IRS controversy work and assisting clients with finding and implementing practical approaches to their tax planning needs or structural and collaborative issues, as well as governance challenges.

Eve also teaches NPOs and their advisors about the world of EO compliance, doing so from her teaching consultancy, Eve Rose Borenstein, LLC. Her love of designing and presenting seminars on “tax rules” is evident, and she is well-known for her Form 990 preparation courses (Eve’s two full-day Form 990 courses were licensed to the AICPA for use in the 2013-2019 CPE-years). This year, Eve developed and introduced 14 webinars on the 990 – 10 of those encompassing a comprehensive “foundational series” (and three for those who have already attained “990-Ninja” status!)

Eve’s teaching has been informed not only by her familiarity with federal tax precepts and other arenas of NPOs’ compliance needs, but by her extensive professional committee involvement. She was a key private-sector participant with the IRS in the preceding decade’s redesign of the Form 990; is an active participant in the American Bar Association’s Tax Section EO Committee; liaisons to the AICPA’s EO Tax Resource Panel; and is Co-Chair of the TEGE Exempt Organizations Council’s TIC-TAQ Committee (the latter brings EO tax advisors into colloquy with the IRS EO Division Director and Chief Counsel (EEE)’s Officials three times a year). In championing the sector’s goal of compliance without complexity, Eve works tirelessly to bring feedback to the IRS on exempt organization forms, procedural issues, and need for improved guidance and regulations. Her goal has always been to ensure that “NPOs (have the tools to) do it right the first time!”

Among the many honors Eve has received in the last decade are her presentation of invited testimony before the U.S. House of Representatives’ Ways and Means Subcommittee on Oversight in their July 2012 hearing on the IRS’ oversight and use of the Form 990 (she was introduced as “Queen of the 990”!), and being honored with the 2018 Outstanding Nonprofit Lawyer Award by the American Bar Association’s Business Law Section.

Vonna Laue has worked with nonprofits and churches for 25 years. Vonna was a partner for a national CPA firm serving not-for-profit entities through audit and consulting services. Subsequently, she held the role of executive vice president for an organization that works to enhance trust in the church and ministry community. She is currently serving organizations through financial and operational consulting engagements including roles as CFO/COO.

Vonna earned her B.S. degree from Black Hills State University and her MBA degree in leadership and human resource management from the University of Colorado at Colorado Springs. She currently serves on three national and international boards and has published articles in multiple national publications as well as co-authored three books. Her speaking experience includes a variety of regional and national conferences.

Gracie is the founder and President of Diversity & HR Solutions, where her passion, profession and purpose, empowers individuals and transforms workplaces. Gracie obtained her Bachelor of Arts degree in Public Administration from NCCU and a Master of Arts degree in Liberal Studies from Duke University. She is a certified diversity & inclusion professional and holds a leadership certificate from Tuck School of Business, Dartmouth College. Gracie believes in giving back and being a voice for those not at the table. Her community work includes serving on numerous boards to include Dress for Success of the Triangle, Executive Service Corp, Durham Chamber of Commerce, Black Women in Business, TSHRM and previous Board Presidents of Durham Technical Community College Foundation and the Durham Center for Senior Life. Prior to becoming an entrepreneur, Gracie held senior level HR executive positions for 25 years in academia and industry. She uses those experiences to address implicit bias, gender inequality and cultural diversity by speaking and training nationally. Although challenging, she forges ahead believing “What’s within me is stronger than what’s in my way.”