John is a Shareholder in our CBIZ New York office. He specializes in pre-issuance reviews and inspections of nonprofit organizations, governments, HUD audits and Single Audits. John also provides consultation on accounting and attestation matters and tests and monitors the firm's quality review policies and procedures. He is a member of the firm’s Audit Methodology Group and Accounting Standards Group. John is on the Executive Committee of the AICPA Government Audit Quality Center (GAQC). He also teaches continuing education classes for the firm and on behalf of the American Institute of Certified Public Accountants (AICPA) nationally. John is also a Subject Matter Expert for the Peer Review Division of AICPA, providing enhanced oversight services on their behalf. John is the current chair of the NYSSCPA’s Not for Profit Committee As a sought-out thought leader in his areas of expertise, John has authored numerous articles pertaining to nonprofit accounting/auditing, governmental auditing standards and Uniform Guidance. He frequently leads training seminars for his clients and is an instructor for the American Institute of Certified Public Accountants (AICPA). He has presented at the annual Nonprofit Conferences of the New York State Society of CPAs; the New Jersey Society of CPAs; and the Connecticut Society of CPAs; as well as the annual Governmental Conferences of the Connecticut Society of CPAs and the Michigan Society of CPAs. As of 10/8/2024

Amy West is currently the Executive Vice President and Chief Financial Officer of AHRC New York City (“AHRC”). AHRC is an organization that provides critical services to people with intellectual and developmental disabilities and their families. In her role Amy oversees the wide array of financial and administrative functions, strategic financial initiatives, real property and special projects that enable AHRC to fulfill its mission. Amy has direct responsibility for AHRC's operating budget of over $380 Million and manages a staff of 90.   Prior to joining AHRC, Amy served for eight years as the Director of Finance of the Solomon R. Guggenheim Foundation. Amy also held the position of Vice President of Finance and Budget at the United States Fund for UNICEF and worked as an auditor for Ernst & Young LLP specializing in the healthcare and not-for-profit industries. She began her career as the Coordinator of Fiscal Operations for the New York Public Library. Amy graduated Summa Cum Laude from Hunter College with a Bachelor of Science Degree in Accounting. She is the Chair of the AICPA’s Not-For-Profit Industry Conference and serves on the AICPA’s Not-For-Profit Advisory Council. She is also Co-Chair of the Nonprofit Finance Leadership Roundtable NYC. As of 9/10/2025

Kevin began his journey with Charity Navigator ten years ago, working as an analyst and converting IRS Form 990 data into nonprofit evaluations. Now, along with his primary responsibilities of charity data collection, research, analysis, and evaluation, Kevin works towards improving the evaluation system and process. Kevin began his journey in the nonprofit sector as a community organizer for an environmental nonprofit, where he connected with fellow New Jerseyans on protecting drinking water and public health. At Charity Navigator, he now finds ways to connect millions of Americans with their own passions by implementing a robust methodology to validate donor decisions in the philanthropic sector. Kevin graduated from Columbia University with a B.A. in Psychology. He enjoys board games, kayaking, and explaining why people should watch the WNBA to anyone who will listen. 10/9/24

Rick has more than 25 years of experience serving nonprofit organizations. He is the Northeast Regional Sector Leader for Nonprofit and Education and is a member of Forvis Mazars' Higher Education Center of Excellence, an internal committee focused on addressing issues important to the higher education industry. Rick focuses on audits and advisory services for nonprofit and higher education organizations. Before joining the firm in 2019, he worked at FASB, where he served as a supervising project manager for almost six years. In that role, he was the project manager on Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities; ASU 2018-08, Clarifying the Scope and the Accounting Guidance for Contributions Received and Contributions Made; and ASU 2019-03, Updating the Definition of Collections. He also was coordinator for FASB’s Not-for-Profit Advisory Committee. Prior to joining FASB, Rick was vice president and controller at a large national museum in New York for seven years and a senior manager with a large international accounting firm, where he worked for 14 years and specialized in audits of higher education institutions and other nonprofit organizations. Rick is a CPA in New York and New Jersey and is a member of the AICPA and NYSSCPA. He is a member of the AICPA’s Not-for-Profit Entities Expert Panel. He is a lecturer at Columbia University School of Professional Studies, in their Nonprofit Management program. He also has been a frequent speaker with NACUBO, EACUBO, the AICPA, and various state CPA societies. He is a graduate of Montclair State University, New Jersey, with a B.S. degree and an M.B.A. degree As of 9/10/2025

Chad has more than 15 years of experience in public accounting. As a member of Forvis Mazars National Not-for-Profit Group, he provides audit and review services to a variety of not-for-profit clients, including foundations, membership organizations, religious organizations, and other not-for-profits. He serves as the audit director for engagements, coordinating communication between FORVIS and the client on the timing of the audit, deadlines, staffing, reviewing staff work and other relevant items. He is a member of the American Institute of CPAs, New York State Society of Certified Public Accountants, and Colorado Society of CPAs. Chad is a 2014 graduate of Leadership NOW!, a leadership development program offered through Leadership Pikes Peak, and served on the board of directors and as treasurer for Rocky Mountain Community Land Trust. He is a 2009 graduate of University of Phoenix, Colorado Springs, Colorado, with a B.S. degree in accounting. As of 10/1/2024

Garrett M. Higgins is a member of the Firm’s Executive Committee. He serves as Partner-in-Charge of the Exempt Organization Tax and Advisory Services Group and has over 25 years of experience providing tax compliance and advisory services to tax-exempt organizations. Garrett’s current tax-exempt clients include private foundations, colleges and universities, museums, health care organizations, large public charities, pension and welfare benefit trusts and a number of other non-profit organizations. His considerable expertise extends across a broad range of tax-exempt and other accounting and audit topics. He has significant experience with public charities and private foundations as well as experience with the tax compliance and consulting issues affecting educational institutions, welfare benefit trusts, health care and other types of exempt organizations. His specific areas of tax and business expertise encompass unrelated business income tax planning, state and local tax planning and reporting, executive compensation, operational and transaction structuring, use of taxable subsidiaries of tax-exempt organizations, intermediate sanctions planning and compliance and fundraising. He is viewed as a technical authority and is regularly asked to author articles and present at firm-sponsored and other tax-exempt industry events. In recent years, Garrett has had the honor of receiving the New York Enterprise Award for the Best Accountants and Attorneys for Growing Business as well as the Westchester Business Council’s Rising Stars “Forty under Forty” award. As of 10/1/2024

Eva Mruk, CPA, EA, is a Partner at PKF O'Connor Davies, specializing in Exempt Organization Tax & Advisory Services. With over 25 years of experience, she provides comprehensive tax compliance and advisory services to tax-exempt organizations. Her expertise covers federal, state, and local tax compliance, tax-exempt status, governance, lobbying, fundraising laws, international activities, and tax planning. Eva also handles tax controversy matters, including revocations and reinstatements, and frequently speaks and writes on tax issues affecting exempt organizations. As of 10/1/2024

David Sun leads the security incident response and recovery services and computer forensic and litigation support services for CohnReznick’s Cybersecurity practice. He also develops comprehensive cloud security service offerings that provide clients with access to end-to-end suite of cybersecurity, technology risk, and privacy services. David has 25 years of cybersecurity and IT management experience responding to data breach and privacy incidents, internal employee malfeasance, and government agency investigations. His expertise is in responding to cyber-attacks and resuming business operations; investigating email compromises, data breaches, and multi-million-dollar losses from wire fraud; performing forensic analysis, reconstruction, and post-breach remediation; and prosecuting departing employees for theft of sensitive information, destruction of documents, and unauthorized activities. As a leading industry consulting expert specializing in describing technology-related issues, David has served a testifying expert or court appointed expert on hundreds of litigation matters. This includes providing expert testimony during a national federal investigation into the handling of classified information; offering guidance during an investigation into destruction of public records by a sitting mayor of a major city; providing security assessments for the United Nations and various United States Federal Reserve Banks; assisting multiple state attorneys general investigate a variety of data privacy violations; and more. Before joining CohnReznick, David was the founder and president of SunBlock Systems, Inc., a global litigation advisory firm that specialized in electronic evidence. Through two subsequent acquisitions, he joined a major accounting and advisory firm as a principal and its national practice leader for cyber incident response and forensics. In this role, he was responsible for leading a team of professionals responding to data breaches and ransomware attacks and conducting employee malfeasance and government agency investigations for both public and private sector clients. David also provided a suite of proactive cybersecurity services to help mitigate the risk of a cyber-attack.

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

Patrick Yu is a Principal at Baker Tilly US, LLP, with more than 30 years of experience delivering audit, review, accounting, and consulting services. He specializes in the behavioral health and not-for-profit sectors and leads Baker Tilly’s New York Metro Healthcare/Not-for-Profit Industry group. Nationally, he serves as the firm’s leader for the behavioral health sector. In addition to his industry leadership, Patrick is the Market Leader for Baker Tilly’s New York Metro region, where he helps drive strategic growth across all sectors. He also serves as the East Regional Leader and leads the New York Metro Diversity Committee, while contributing as a member of the firm’s National Diversity Committee. Patrick is a board member of the Baker Tilly Foundation and chairs its Finance Committee. His professional involvement includes serving as past chair of the New York State Society of Certified Public Accountants (NYSSCPA) Statewide Nonprofit Committee and past co-chair of the NYSSCPA Suffolk Chapter Not-for-Profit Committee. His contributions have been recognized by Crain’s New York Business, which named him one of the Notable Leaders in Accounting and Consulting in 2022. He is also a recipient of the Outstanding 50 Asian Americans in Business Award. Patrick has held key leadership roles in a few organizations, including serving as board treasurer, board secretary, and Finance Committee chair for the Queens Chamber of Commerce, as well as board treasurer and Finance Committee chair for Easter Seals New York As of 9/11/2025

Edwin Harvey, Ph.D., leads the AI Solutions and Training department at Your Part-Time Controller, LLC, where he champions effective, responsible adoption of emerging AI technologies. Edwin has consulted across the fields of analytics, automation, and business strategy, especially in the nonprofit and financial management sectors, leading teams that leverage technology to tell stories, inform decisions, and enhance efficiency. The advent of generative AI has renewed the relevance of Edwin’s training in the humanities – including a doctoral degree from U.C., Berkeley – as he helps clients and colleagues navigate the overlap between digital tools and natural language. A passionate trainer, Edwin speaks frequently at conferences, events, and webinars.

Eleanor (Ellie) Hume, CPA, MBA, is a Regional Director with Your Part-Time Controller, LLC (YPTC), 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 is an active member of the NYSSCPA, ILCOA, COCPA and the AICPA. She and serves on the NYSSCPA’s Not-for-Profit Organizations Committee, the Nonprofit Working Group with the COCPA, and is 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. As of 10/1/2024

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. As of 9/11/2025

Desirée Corbett is a Senior Manager at Baker Tilly US, LLP, with nearly 13 years of experience in public accounting. She focuses exclusively on serving not-for-profit organizations, providing a wide range of audit, review, accounting, and consulting services tailored to the unique needs of mission-driven entities. Desirée is an active member of Baker Tilly’s Not-for-Profit Industry Center of Excellence Technical Committee, where she contributes to advancing best practices and technical guidance across the firm. Her deep industry knowledge and commitment to quality make her a trusted advisor to clients navigating complex financial and regulatory environments. Beyond her professional role, Desirée is deeply engaged in community service. She serves on the board of Girls Inc. of Long Island, where she also contributes as a member of the Finance Committee, helping to support the organization’s mission of empowering young women through education and advocacy. Desirée is known for her collaborative leadership style, technical expertise, and dedication to strengthening the not-for-profit sector through both her professional work and volunteer service As of 9/11/25