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Between recovering from a global pandemic and navigating economic instability, capable and resilient not-for-profit organizations are needed now more than ever. At UHY, we are deeply committed to empowering such organizations to improve and transition their financial processes into the modern age, and most importantly, to ensure the continuation of positive impacts in their communities and society at large.
Thank you for joining UHY for our Annual Not-For-Profit Update. We discussed the latest on not-for-profit accounting and the trends and challenges we identified from our not-for-profit trends survey, conducted earlier this year.
If you missed the live event, a recording of the event may be found below.
Patrick Rohrkaste | Partner | UHY LLP
For more than thirty-nine years, Pat Rohrkaste has cultivated a reputation as a practical and flexible resource for clients and business colleagues both inside and outside the firm. Pat assists nonprofits in presentations of financial statements to improve and enhance efforts to secure funding, as well as cost allocations to improve costs of programming versus supporting services. He has improved financial controls to strengthen financial reporting; consulted on corporate structure and improved allocation of costs; given general presentations to board committees on governance, financial transparency, and accountability; and consulted on merger of nonprofits with analysis of transitional audit and tax reporting issues.
Pat is a frequent speaker and author of articles addressing NFP issues, including accounting, auditing, tax, finance and fundraiser/development. He is Co-Chair of UHY’s Not-For-Profit & Education Industry and is passionate and committed to sharing his expertise, time, treasure, and talents impacting not-for-profits in the St. Louis community
Brian Kearns | Partner | UHY LLP
Brian Kearns is one of the national Not-for-Profit Practice leaders and 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.
Marlene Beach | Partner | UHY LLP
Marlene Beach is a member of the Audit and Assurance Department and the firm’s National Not-for-Profit Practice, where she plays a key role in developing practices and procedures to improve the delivery of professional services to not-for-profit entities.
Marlene has extensive experience in not-for-profit and 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.
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.
Nancy Johnson | Partner | UHY LLP
Nancy Johnson specializes in providing audit and assurance services to not-for-profit organizations and qualified employee benefit plans. She is the leader of the UHY Mid-Atlantic’s not-for-profit group.
Nancy has more than twenty-nine years of experience in not-for-profit assurance, specializing in trade associations, charities, membership organizations, and educational institutions. She conducts financial audits, reviews, and compilations. Her specific experience with not-for-profit entities includes financial audits plus audits in accordance with Government Auditing Standards and Single Audits under OMB Uniform Guidance and Presentations to Audit Committees and Board of Directors.
Jody Lurk | Partner | UHY LLP
Jody Lurk has more than eighteen years of experience providing attest and consulting services to companies in the not-for-profit, financial institutions, manufacturing and distribution, and employee benefit plan sectors. Jody’s exceptional service model has endeared her to clients over the years.
Jody oversees and provides financial expertise in a variety of audit, business acquisitions/dispositions, efficiency reviews, and financial reporting engagements. She conducts audits in various industries and performs governmental assessment services. Jody consults in matters including internal accounting controls and risk analysis; development of practice policies and procedures; financial accounting; operational improvement; and merger and acquisition.
Alex Zhang | Partner | UHY LLP
Alex Zhang is the co-chair of the Education/Not-for-Profit Group and has more than twenty years of comprehensive client experience completing major not-for-profit and government engagements.
He has extensive experience leading advisory and attestation services, including review, compilation, single audit, internal audit, and financial statement audit for a variety of governments, higher education, and not-for-profit entities.