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