47th Annual Nonprofit Conference NYC

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.

• Doug White, a long-time leader and scholar in the nation's philanthropic community, is an author and an advisor to nonprofit organizations and philanthropists. He serves as the Co-Chair of the Walter Cronkite Committee at FoolProof, and as a member of the President’s Advisory Council at the Secular Coalition of America. He is also a past member of SCA’s board of directors. He is on the faculty at Southern University’s Valdry Center for Philanthropy and is the former Director of Columbia University's Master of Science in Fundraising Management program, where he also taught board governance, ethics and fundraising. Prior to that, he was a lecturer at and the academic director of New York University's Heyman Center for Philanthropy and Fundraising. Doug has published five books. His most recent, “Wounded Charity” (Paragon House, 2019), analyzes the allegations of mismanagement made in January 2016 against Wounded Warrior Project. Kate Bahen, the managing director of Charity Intelligence Canada, wrote, “An epic whodunnit. A sweeping sector perspective. A gripping read for everyone interested in the charity sector. The facts behind the news headlines leaves one reeling. How could this happen? Using the dramatic case of Wounded Warrior Project, Doug White addresses the key forces shaping today’s charity sector. From his unique perch, he generously shares his insights and those of the sector’s thought leaders. Doug White’s books should be required reading for charity directors, journalists, staff and donors alike.” “Abusing Donor Intent” (Paragon House, 2014) chronicles the historic lawsuit brought against Princeton University by the children of Charles and Marie Robertson, the couple who donated $35 million in 1961 to endow the graduate program at the Woodrow Wilson School. The family contended that Princeton abused its mandate to spend the money as the donors wished
• and as the university agreed. The Foundation Center had this to say about the book: "Well-plotted with the slow burn of a decades-old frustration, and immensely readable with the fate of hundreds of millions of dollars at stake – to say nothing of the reputation of one of America’s most august universities – Abusing Donor Intent is equal parts thriller and cautionary tale." His three other books are: "The Nonprofit Challenge: Integrating Ethics into the Purpose and Promise of Our Nation's Charities" (Palgrave Macmillan, 2010), "Charity on Trial: What You Need to Know Before You Give" (Barricade Books, 2007), and "The Art of Planned Giving: Understanding Donors and the Culture of Giving" (John Wiley & Sons, 1997), which was awarded the 1996 Staley/Robeson/Ryan/St. Lawrence Prize for Research by the Association of Fundraising Professionals. He has written several articles for a variety of magazines and periodicals, including Trusts and Estates, the Journal of Gift Planning, Charitable Gift Planning News, and the Chronicle of Philanthropy. Since 1979 Doug has advised hundreds of charities of all types and sizes – including social service, educational, health and environmental organizations. Today, he works closely with select organizations on ethical decision-making, board governance, and fundraising, as well as with individual philanthropists who want to see their gifts used most effectively. A graduate of Dartmouth College, Doug worked as the development director at Holderness School (NH). For almost two decades (1982 – 2000) he served on the Capital Giving Committee at Phillips Exeter Academy and as its national chair for several years during that time. He has served in leading roles with two national planned gift and endowment investment firms. As a long-term consultant to Blackbaud, Inc. in the 1980s and 1990s, he developed one of the first planned giving software programs. In 1995 Doug testified before a Congressional committee in support of the Philanthropy Protection Act and served as an advisor for the charitable defendants in a national lawsuit
• the "Texas Lawsuit"
• that threatened the ability of charities to raise money through gift annuities. He has also since served as an advisor in other lawsuits relating to donor intent. Doug is a past member of the Board of Directors of the Partnership for Philanthropic Planning (formerly the National Committee on Planned Giving). In 1996, while on the NCPG board, he founded the national initiative of Leave A Legacy. He is also a past chair of the NCPG Ethics Committee and the 1995 NCPG National Conference. He is a past president of the Planned Giving Group of New England and a past president of the New Hampshire/Vermont chapter of the Association of Fundraising Professionals. He writes the ethics column for the National Capital Gift Planning Council (Washington, DC); in 2002 the council presented Doug with its Distinguished Service Award. Since 1981 he has spoken at over 850 conferences on philanthropy, including the Association for Fundraising Professionals, The Council for the Advancement and Support of Education, the Partnership for Philanthropic Planning, the Association for Healthcare Philanthropy, United Jewish Communities, and hundreds of local professional organizations and planned giving councils, as well as many audiences sponsored by local charities and other groups. 10/9/24

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

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

 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