David M. Rottkamp, CPA, is a Partner and Nonprofit Practice Leader at Grassi. David has over 36 years of experience providing audit and advisory services to the nonprofit and health care industries. David focuses on organizations serving individuals with special needs, community based and social service organizations, religious organizations, educational institutions, membership associations, healthcare providers, and foundations. David advises some of the area’s most successful nonprofit and health care organizations in areas such as: financial reporting systems, implementation of new FASB accounting standard updates, IRS Form 990 guidelines, sustainability and succession planning, internal control reviews, developing financial forecasts, and providing quality board education and governance advice. Through his focus on education and board awareness, he has improved the internal structure for many of his clients, demonstrating his industry leadership. David volunteers his time and serves on five national and local nonprofit boards, where he is the Chair of two. David is a graduate from Pace University, with a BBA in Accounting. As of 10/1/2024

Travis J. Carey, CPA, is the CEO and founder of Carey & Co., a boutique organization that brings leadership specialized in building high-functioning back-office departments for nonprofits. With 25 years of experience in the sector, Travis blends financial expertise with strategic insight to enhance operational efficiency for organizations committed to social change. A graduate of the State University of New York at Plattsburgh, he actively contributes to the NYSSCPA a member of the Not-for-Profit Organizations Committee and volunteers as Treasurer for Guide Dogs Foundation for the Blind and America’s Vet Dogs. 10/1/2024