ANNUAL NOT-FOR-PROFIT UPDATE

Thank you for joining us for our annual Not-for-Profit update. Attendees gained valuable insight from experienced professionals.

TOPICS COVERED:

• Accounting Standards Update
• Paycheck Protection Program Update
• COVID-19: Operations and Internal Controls
• Tax planning for 2021

OUR PRESENTERS

Alex Zhang, Partner

Alex is a key member of the Education/Not-for-Profit Group and the Government Services Practice Group. He leads attestation services including audit, review, compilation, and other special services in the US for governments, public authorities, higher education, not-for-profits, public companies, broker-dealers, and other commercial entities. He specializes in attestation services for various entities in accordance with US generally accepted accounting principles (GAAP).

Ali Baydoun, Principal

Ali is a lead member of the Enterprise Business Services team and has experience providing advisory, tax, and attest services for middle-market clients. He specializes in manufacturing, software and printing industries.

Ali has been called on regularly to present on US tax planning post-Tax Reform at several firm events. He was named the top delegate of the UHY Leadership Forum held annually in Spain, recognized as an outstanding young talent displaying exceptional leadership skills among member firms. He is a past recipient of the Rising Star Award from the Arab American Professionals Network.

Marlene Beach, Principal

Marlene is a member of the Audit and Assurance Department and the firm’s National Government Practice, where she plays a key role in developing practices and procedures to improve the delivery of professional services to governmental entities. Marlene has extensive experience in governmental accounting and auditing. She provides accounting system evaluations and internal control assessments, and assists in the development and review of policy and procedures and review and evaluation of internal control procedures.

Marlene is a licensed CPA in Texas and Michigan. She is also a Certified Fraud Examiner (CFE) and Certified Valuation Analyst (CVA), and a former adjunct professor at Davenport University. She has authored and administered several successful federal and local grants and is an instructor of governmental auditing seminars for the Michigan Association of Certified Public Accountants (MICPA) and has published numerous articles. In 2018, she was recognized in Crain’s Detroit Business as a “Notable Women in Finance.”

Brian Kearns, Principal

Brian manages significant audit engagements for governmental and not-for-profit entities. He’s well-versed in meeting client reporting requirements including: conducting and preparing financial statements; audit planning, including determination of fraud risk, materiality; evaluating, documenting and testing of the adequacy and effectiveness of internal controls; completing required client communications; compiling financial statements and related footnotes from client information; and providing technical advice, business advice and other recommendations.

Brian is a licensed CPA in the State of New York.

Melinda Altimore, Senior Staff

Melinda is a member of the Audit and Assurance Department and an active member of the firm’s National Government and National Not-for-Profit Practices. She is involved in performing attestation services on financial statements while providing value-added services to client relating to internal controls across various industries such as Not-for-Profit, Governmental, Education, Healthcare, and small business.

Melinda has proven success in audits to maintain compliance with policies, laws, regulations and company objectives. She has completed federal fund, employee benefit plan, and annual audits for local governments, not-for-profits, and school districts.

This program was complimentary, no refunds will be issued.

• Program level: Basic
• Delivery method: Group live presented online due to COVID-19
• Credit amount/type: 1 hour Accounting, 1/2 hour Tax
  

UHY LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Website: www.nasba.org. NASBA Sponsor ID: 109122.