48th Annual Nonprofit Conference NYC

• Allison Guttenplan, CPA, CIA, is a senior manager with the Firm’s Risk Advisory Practice. She has gained experience in the not-for-profit and education industry through providing both audit and consulting services to a variety of organizations including colleges and universities, private foundations, social service organizations, and cultural institutions. Allison has provided independent audit services for both publicly traded and private clients, with a concentration in the not-for-profit and higher education industry. Through providing audit services, Allison is skilled in understanding business processes, reviewing and assessing internal controls, and testing financial statement accounts and disclosures. She has a practical knowledge of and experience with U.S. GAAP accounting standards as well as Federal Government regulations related to the Uniform Grants Guidance. Allison has provided not-for-profit and higher education entities with various consulting services, including outsourced and co-sourced internal audit services, internal controls reviews, financial and operational process analyses, enterprise risk management consulting services, organizational structure analyses, and information system reviews. Allison is accustomed to presenting results of her consulting services to senior leadership and board committees in an effective manner to communicate insights and best practices. Allison is involved with the Institute of Internal Auditors as well as not-for-profit industry events and associations, including NACUBO and its affiliates. Allison’s relevant project experience includes:
• Internal Audit Function Outsource and Analysis – Planned, performed, and reported on internal audits at a major cultural institution in various areas including restricted fund accounting, procurement and purchasing, construction, inventory, and human resources. Documented business process workflows, identified gaps and inefficiencies in internal controls, and developed recommendations for improvement.
• Finance Division Organizational Review – Evaluated a social service institution’s finance division organization to determine optimized reporting structure, staff size, and staff skill set. Met with senior management and key stakeholders to evaluate areas of inefficiency and key tasks that can be reorganized into a shared services function.
• Evaluation of Human Resources Business Processes – Performed and documented a comprehensive process review of a cultural institution’s human resource department as part of a new system implementation project. Developed future state workflows of the department’s processes, incorporating the new system functionality and overall improved efficiency.
• Enterprise Risk Management (ERM) Program Development – Designed and implemented several aspects of an ERM Program at a philanthropic organization based on leading best practices and COSO guidance, including defining roles and responsibilities, performing enterprise risk assessments, training risk owners and board committee members, documenting policies and procedures, and facilitating risk response plan development.

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 (NAC). 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 and the FASB’s NAC. 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 10/13/2026

XiXi Dong is a Shareholder within the Not-For-Profit & Government Practice at CBIZ CPAs, located in our New York City office. She brings 20 years of expertise in providing accounting and consulting services to a variety of not-for-profit organizations, including large social service organizations, third party funded organizations, educational institutions, charitable, fundraising and membership organizations including those requiring audits pursuant to Uniform Guidance (Single Audit). She also has experience in conducting audits of employee benefit plans, including defined contribution, defined benefit and multi-employer plans. Ms. Dong has held several not-for-profit Board positions both past and present. Ms. Dong presents at various not-for-profit industry conferences and has published articles in the CPA Journal and firm newsletters. Ms. Dong was recognized as Notable Woman by Crain’s New York in 2020. As of 10/13/2026

Nicole Frisina is a Manager at Your Part-Time Controller, LLC’s New York office, where she brings over 20 years of experience in accounting, audit, and controllership. She specializes in Controller/CFO services, financial management consulting, and internal control solutions for nonprofit organizations. Nicole holds both a Bachelor's and Master's degree in Accounting from Rider University.

Based in Long Island, NY, Nicole is deeply committed to supporting mission-driven organizations. She has helped nonprofits improve their financial transparency, strengthen internal controls, and prepare for audits with confidence. Her work empowers leadership teams to make informed decisions and build trust with funders and stakeholders.

Nicole is an active Associate Member with the Nonprofit Resource Hub and recently joined the board. She is on the committee for the New York City Imagine Awards. She was featured on The Nonprofit Show with Julie Patrick and has spoken at events hosted by the Nonprofit Resource Hub, NYN Media’s OpCon and BoardCon, Nonprofit Westchester and NYSSCPA.

As of 10/13/2026

John D'Amico, a Managing Director with CBIZ and Shareholder with CBIZ CPAs in the National Attest Office, has over 30 years of experience in providing audit, accounting, and consulting services to not-for-profit organizations and governmental agencies. Prior to joining CBIZ, John worked at a Big 4 firm, as well as other regional accounting firms. His areas of expertise include not-for-profit accounting, GASB, Single Audits, government auditing standards, cost allocations, and internal controls.

John is the previous Chair of the NYCPA Not-for-profit committee. John is also an Instructor for the AICPA, a Subject Matter Expert for Single Audits for the AICPA Peer Review Oversight Program, and a member of the AICPA Peer Review Task Force. John was previously an executive committee memeber of the AICPA Governmental Audit Quality Center.

John has authored articles, conducted workshops and seminars, and presented them at various conferences on topics Including Not-for-profit Accounting, Single Audits, Government Auditing Standards and Uniform Guidance requirements.

 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. Patrick has worked with adiverse not-for-profit client base, such as international NGOs, behavioral health, special education, community and social services, community development and HUD-funded affordable housing organizations, membership and disease advocacy organizations.

Patrick’s 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; The Responsible 100, City & State New York 2025; Long Island Business News, Hall of Fame, 2025 and Queens Power 100, City & State, 2024.

Patrick has served 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