45th Annual Nonprofit Conference

Calvin Harris, Jr., CPA, is the CEO of The New York State Society of Certified Public Accountants (NYCPA). He also serves as Executive Director of the Foundation for Accounting Education, Inc., and the Moynihan Scholarship Fund, Inc. He is Treasurer of the Society’s CPA PAC, Inc. A graduate of Morehouse College in Atlanta, Ga., Harris began his career as an auditor at Arthur Andersen LLP, later serving as the 24th Chairman of the Board and National President of the National Association of Black Accountants (NABA). Before coming to the NYSSCPA, Harris was Senior Vice President and Chief Financial Officer of the historic National Urban League (NUL), based in New York City. Harris has over 30 years of executive-level experience in working with complex organizations.

Allen L. Fetterman, CPA, MBA lectures extensively on nonprofit accounting, auditing, federal single audits, tax-exempt issues and governance. He speaks at conferences, seminars and webcasts throughout the country. Allen was an assistant professor of accounting at a local college and a guest lecturer at Yale University and New York University. He was a member of the Faculty Bank of the Foundation for Accounting Education (FAE). He is a past recipient of both the AICPA's and the FAE's Outstanding Discussion Leader Award. He has written articles published in national accounting periodicals in the United States and Israel on accounting and taxes for not-for-profit entities. Allen served on the American Institute of CPAs Not-for-Profit Organizations Committee, Not-for-Profit Audit and Accounting Guide Task Force and Joint Trial Board. He chaired the New York State Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit, and Quality Controls Committees and the AICPA Joint Trial Board. He also served as Vice-President of the New York State Society of CPAs and as a Trustee of the Foundation for Accounting Education. Allen retired in 2003 from Loeb & Troper, where he spent thirty-six years serving nonprofit organizations as an auditor and consultant, the last twenty-five years as a partner. In addition to his client responsibilities, he was the partner in charge of the firm’s quality controls and technical resources. Allen received his BBA in Accounting from The City College of New York in 1968 and his MBA in Accounting from the Bernard M. Baruch College in 1972. He was elected to Beta Gamma Sigma, the national honorary society in business. He received his CPA certificate in 1973 and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants. Allen has served on the governing boards of nonprofit organizations, including positions as President, Treasurer and Chair of the Audit Committee and the Finance Committee. Allen and Mimi, his wife of 56 years, live in West Nyack, New York. They have two sons and five grandchildren. . As of 9/10/2025

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

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

Nina Bahazhevska, CPA, is an Audit Partner at NCheng LLP with over 20 years of experience exclusively dedicated to serving a diverse array of not-for-profit organizations, including social service agencies, cultural institutions, educational entities, and religious organizations. Nina is widely recognized for her deep expertise in audit quality, regulatory compliance, and governance matters affecting the nonprofit sector. Educated at the Zicklin School of Business, Baruch College, Nina serves as a board member of the Baruch College Fund and sits on its Audit and Risk Committee. She is the Vice Chair of the NYSSCPA Not-for-Profit Community and chairs the NYSSCPA Not-for-Profit Industry Conference. Nina has written for The CPA Journal and AICPA publications and has spoken at numerous webinars and conferences, including the FAE Annual Nonprofit Conference, with a focus on Uniform Guidance and Single Audits. She was named one of City & State New York’s 2025 Responsible 100 honorees, recognizing socially responsible leaders across New York, and one of City & State’s 2025 Above & Beyond: Social Services honorees. As of 3/20/2026

David C. Ashenfarb, CPA, Partner, Sax, LLP is the practice leader of the nonprofit industry group at Sax, LLP, a Top 75 nationwide firm. David merged his firm, Schall & Ashenfarb, CPA’s into Sax on January 1, 2023, with the goal of integrating his diverse nonprofit audit and tax practice into Sax and training the team on efficient approaches to client service. This includes developing a consulting services team that can assist nonprofit organizations that have needs beyond traditional audit and taxes. David is a past chairperson of the NYSCPA’s Not-For-Profit Organization’s committee (2002–2004) and has been published in several professional publications including the CPA Journal, the Nonprofit Governance Management Handbook of the American Bar Association, the AICPA FVS Eye on Fraud quarterly report and The Trusted Professional. As a regular speaker at the FAE Annual Nonprofit Conference, he has focused his most recent attention to presenting on Single Audits under Uniform Guidance and other Office of Management and Budget initiatives. Professor Ashenfarb designed and teaches the graduate level course on nonprofit accounting, auditing, and management at Baruch College’s Zicklin School of Business. As of 11/10/2023

Phil is a partner in the firm’s New York City office and is recognized as a national resource for government and not-for-profit accounting and federal single audits (Uniform Guidance). He has audited various types of governmental entities such as towns, counties, villages, schools, libraries, other special purpose entities and component units, and various types of not-for-profit organizations. Prior to Citrin Cooperman, Phil was a shareholder at national financial and employee business services provider where he served as the Government Services Practice Leader for the firm’s Metro New York Not-For-Profit and Government Practice.

Ahava Goldman is an Associate Director with the Audit and Attest Standards team at the AICPA. Ahava is the staff liaison for the AICPA Auditing Standards Board and supports their standard-setting activities. Ms. Goldman served as a Technical Advisor on the International Audit and Attest Standards Board from 2015-2019. She has presented on auditing standards at conferences in 40 states and the District of Columbia. Previously, Ms. Goldman was a senior manager on the AICPA Examinations Team where she was responsible for the content and development of all sections of the Uniform CPA Examination. Before joining the AICPA, she worked in public accounting at both local and national firms. She graduated magna cum laude from Stern College of Yeshiva University with a Bachelor of Science in Accounting.

Alexander Buchholz has amassed more than 15 years of experience in public accounting, including with a Big Four accounting firm. He is also the Practice Leader of the Firm’s Cemetery Division. Alex is responsible for the development of the audit approach as well as the supervision of staff. Additionally, he is responsible for managing the audit so that it is performed on a timely basis with as little intrusion to client operations as possible. Alex’s expertise is in Single Audits and internal control/compliance audits. His industry experience is in healthcare and Not-for-Profit entities, including skilled nursing facilities, social service agencies, charter schools, diagnostic and treatment centers, homecare service entities, adult homes, and other long-term care facilities as well as special-needs entities and cemeteries. Alex also serves as a peer reviewer. Alex is also an adjunct professor at Brooklyn College and Lehman College of the City University of New York in the Department of Accounting, where he teaches undergraduate and graduate courses in accounting and auditing. He conducts internal training seminars for the Firm and frequently speaks to outside organizations and associations. Alex is also a former member of the Firm’s continuing professional education (CPE) committee, with special emphasis on Single Audit training. He also writes various articles on accounting and auditing topics for a variety of professional publications. He has professional affiliations and civic involvement in the following: American Institute of Certified Public Accountants (AICPA), New York State Society of Certified Public Accountants (NYSSCPA), Academic Advancement of Higher Education (Former Chair), Health Care Committee (Former Member and Chair), Not-for-Profit Committee (Former Member), Foundation for Accounting Education (Former Member), National Conference of CPA Practitioners, New York State Association of Cemeteries, New Jersey Society of Certified Public Accountants (NJCPA), Nonprofit Interest Group, Greater Washington Society of CPAs Nonprofit Interest Group, Metropolitan Cemetery Association, New Jersey Cemetery Association, American Academy McAllister Institute of Funeral Service (Board Member and Chair), St. Mary’s Healthcare System for Children (Board Member), and New York State Board of Public Health Accountancy (Board Member). His education includes Baruch College Master of Business Administration degree in Finance & Investments, and Brooklyn College Bachelor of Science degree magna cum laude in Accounting.

Steven Morrison is the National Director of Audit at CohnReznick bringing experience as a client service engagement partner, quality control reviewer, and as a standard setter. He has worked with entities in a variety of industries, including automotive dealerships, employee benefit plans, freight forwarding/mail courier, not-for-profit, retail, and wholesale/distribution. His experience encompasses effectively addressing unique accounting and audit issues of entities in the United States, Asia, Europe, Oceania, and the Americas. Steven addresses specific issues for companies in a variety of other industries and has extensive experience in effectively communicating simple and complex technical matters to all levels of personnel. His current responsibilities include firm methodology and consulting on complex accounting, auditing, attestation, and reporting matters. From 2015 to 2018, he served on the AICPA Auditing Standards Board (ASB), a senior committee that promulgates U.S. Generally Accepted Auditing Standards (US GAAS). As a part of his responsibilities on the board, he served as the final chair of the going concern task force, which updated the going concern standard with SAS 132. Currently, he is a member of the PCAOB’s Standards and Emerging Issues Advisory Group (SEIAG) which advise on existing standards, proposed standards, potential new standards, and on matters other than standards, such as emerging issues, that are of significance to the PCAOB in order to protect the interests of investors and further the public interest in the preparation of informative, accurate, and independent audit reports.

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

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

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

Ellen Labita, CPA, is a Partner at Baker Tilly US, LLP. She is the firmwide professional practice leader for not-for-profit and the team leader for healthcare/not-for-profit services in the New York business unit. Ellen has more than 35 years of experience in public accounting, and concentrates exclusively on providing audit, tax, and consulting services for not-for-profit organizations. Ellen has been a speaker for the AICPA National Not-for-Profit Conference and has served as Vice Chair of the NYSSCPA Not-for-Profit Organizations Committee Annual Conference. She is a member of Long Island Business News’ Top 50 Most Influential Women in Business’ Hall of Fame and currently serves on the boards of the Long Island Association and American Red Cross on Long Island. Ellen is a summa cum laude graduate of Adelphi University. As of 11/10/2023

Melissa Hicks, CPA, is a Director at Baker Tilly US, LLP. She has more than 20 years of experience in public accounting, and concentrates exclusively on providing audit, tax, and consulting services for not-for-profit organizations. She has served as President of the NYSSCPA – Suffolk chapter and is on the Not-for-Profit Organizations Committee. Melissa received a Bachelor of Science from St. Joseph’s University.

David M. Rottkamp, CPA, is a Partner and Nonprofit Practice Leader at Grassi. David has over 38 years of experience providing audit and advisory services to the Nonprofit and Healthcare industries. David focuses on organizations serving individuals with special needs, community-based and social service organizations, religious organizations, educational institutions, membership associations, healthcare providers, foundations, and the arts and culture world. David’s technical knowledge allows him to provide specific services, including Single Audits/Uniform Guidance compliance and retirement plan audits. David has counseled some of the region’s most successful nonprofit and healthcare organizations on strategic planning, risk management, sustainability, and succession planning. His expertise includes developing financial forecasts, implementing financial reporting systems, applying FASB accounting standards, and delivering high-quality board education and governance guidance. Through this advisement, David has strengthened the governance and internal structures of numerous clients, reflecting his leadership within the industry. David is a member of the AICPA and the New York State Society of CPAs (NYCPA), where he previously served as Chair of the Not-for-Profit Committee and several of its subcommittees, including those focused on government funding sources and cost reporting updates. David also chaired the statewide Not-for-Profit Conference for the NYCPA for four years. He has presented to the Financial Managers Association (FMA) for over 25 years, the Interagency Council of Developmental Disabilities Agencies, Inc. (IAC), the New York State Society of CPAs Foundation for Accounting Education (FAE), the American Institute of Certified Public Accountant (AICPA), and the New York Council of Nonprofits (NYCON) at their annual Camp Finance. David is also an adjunct professor at New York University (NYU) in Manhattan. At Grassi, David leads internal education sessions and webinars and writes articles for the firm’s external newsletter, focusing on the nonprofit and healthcare industries. David also serves on the Board of Directors of the Greater New York City/Long Island Chapter of the National Multiple Sclerosis Society, where he has served in all officer roles. David is also on the board of the National Multiple Sclerosis Society (National MS Society). He is on the National MS Society’s finance committee and the past chair of its audit committee, demonstrating his broad impact on the organization’s well-being. David also serves on the boards of the New York Council of Nonprofits (NYCON), a membership organization that serves over 3,100 nonprofit industry members throughout New York State, and BoardStrong, Inc. David received his BBA in Accounting from Pace University. As of 9/10/2025

Vanessa Gordon is an Audit Principal at Grassi with 13 years of experience working with nonprofit clients. She has experience auditing a variety of industries, including healthcare and human services organizations, institutions of higher education, local and governmental units, and religious organizations.

Vanessa brings deep expertise to Grassi’s audit practice, with significant experience in financial reporting, financial statement preparation, and tax compliance. She specializes in OMB Single Audits and has extensive knowledge of New York State Consolidated Fiscal Report (CFR) reporting requirements. Working closely with organizations that serve individuals with special needs, Vanessa has developed strong technical proficiency in CFR reporting and compliance. Her ability to translate complex requirements into practical guidance helps both clients and team members gain a clearer understanding of their operations and make more informed decisions.

Vanessa remains actively engaged in the nonprofit industry through participation in association conferences, meetings and networking events. She has most recently shared her experience and knowledge as a speaker for the New York State Society of Certified Public Accountants (NYCPA). Vanessa sits on the Board of Directors of the Family Service League, a social service agency that provides support and security to residents of Long Island. She is also a member of the NYCPA and the American Institute of Certified Public Accountants (AICPA).

Vanessa serves on the Grassi Women’s Council and presents many in-house CPE-based training sessions. She also frequently mentors other staff members at the firm.

Vanessa has been recognized for her leadership and professional accomplishments throughout her career. In 2026, she received the HERALD Premier Business Women of Long Island Award and the NYCPA Emerging Leaders Award and was named one of Long Island Business News’ Top 50 Women. She was also previously recognized as a Moore North America Emerging Leader and a recipient of LIBN’s “40 Under 40” award.

Vanessa is a licensed CPA in New York State and earned her degree from Stony Brook University.

As of 10/13/2026

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

Rachel DeMatteo is the Director and Market Leader for Your Part-Time Controller, LLC’s New York office with two decades of experience working with mission-driven organizations across all nonprofit sectors. Rachel is a CPA with a Bachelor of Science degree from the University of Pittsburgh, where she graduated summa cum laude. Rachel began her career as a nonprofit auditor in Pittsburgh, driven by a desire to use her accounting skills to make a meaningful impact. She later worked for an economic development-focused nonprofit before relocating to New York and joining YPTC in 2013. She is an active member of the New York State Society of CPAs’ Not-for-Profit Organizations Committee and frequently presents educational sessions throughout the nonprofit and foundations community. As of 9/10/2025

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

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.

Tricia Katebini has spent her career in public accounting, specializing in the nonprofit sector since 2007. As an audit partner, she is in charge of and responsible for the planning and managing of financial statement audits and Single Audits, when applicable. Ms. Katebini has served a range of nonprofit clients including charities, foundations, private schools, and associations, and has presented results to management and the board of directors. Ms. Katebini also advises organizations on internal control best practices, as well as other accounting and operational areas critical to the organization’s financial health. A seasoned speaker on technical accounting and tax topics affecting nonprofits, Ms. Katebini has presented at AICPA, MACPA, GWSCPA, and other accounting and nonprofit industry conferences. She has built a strong reputation for serving as a key advisor to nonprofit organizations in the Greater Washington, D.C. and Baltimore areas. Her nonprofit audit experience includes proficiency in technical accounting issues and the requirements of Uniform Guidance. She also provides valued guidance to clients on new accounting pronouncements. In addition to audit and assurance, Ms. Katebini’s background also includes knowledge of technical tax issues for nonprofit organizations including unrelated business income and state nexus issues. Her work across a wide range of accounting, tax, and compliance concerns allows Ms. Katebini to bring clients a holistic view of their operations. Ms. Katebini currently serves on the AICPA’s Joint Trial Board, a wellrespected position within the CPA community. She was also named a 2021 Woman to Watch and received the Maryland Association of CPAs’ 2022 Max Teichmann Award. Ms. Katebini is a proud member of GRF’sWomen on the Move, the firm’s women’s leadership initiative.

Scott is the Leader of the System and Organization Controls (SOC) Practice in New England as well as the National Director of the SOC Practice. He has more than 20 years of experience providing global consulting, accounting, advisory and attest services to privately-held and public companies in the financial services, healthcare, manufacturing, technology, retail, IT services, and telecommunications industries. In addition to providing System and Organization Controls (SOC) examinations (SOC 1, SOC 2, SOC 3, among others) and agreed-upon procedures, he has extensive experience in operational reviews, risk assessments, internal and IT audits, Sarbanes-Oxley (SOX), and cybersecurity. Prior to joining CBIZ & MHM, Scott worked at a Big Four accounting firm, and most recently served as the Internal Audit Director for a large publicly-traded organization.