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2018 November Career Management: The Nonprofit World - a Discussion with a Veteran CFO Panel
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 Export to Your Calendar 11/6/2018
When: Tuesday, November 6, 2018
5:30 PM
Where: Stony Brook Office Park
130 Turner St, Building #3
1st Floor, Lower Level-Cafeteria
Waltham, Massachusetts 
United States
Presenter: Larry Kramer to Moderate
Contact: Nancy Ehlers
978-364-5174


Online registration is available until: 11/6/2018
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A View of The Nonprofit World and Discussion from a Veteran CFO Panel

 

Did you know that the nonprofit sector is the 3rd largest industry in Massachusetts workforce and generates more than $100 billion in revenue?  FEI’s Larry Kramer will moderate a panel of highly experienced nonprofit CFO’s.  The panel will cover their perspective on the role of the CFO, accounting and operating characteristics of nonprofits, 2019 industry outlook, challenges and opportunities and career transitions between for profit and nonprofit. 

 

SPEAKERS

 

Larry Kramer – Since 2012, Larry Kramer has been a Managing Partner of Foundation Management Associates (“FMA”), a growing outsourced accounting/finance vendor since 2005 for small to midsized nonprofits, venture backed startups, venture firms, and small for-profit businesses inside and outside of Massachusetts. Larry brought to FMA over 25 years of experience in various public and private organizations. At FMA, Larry is outsourced CFO across more than a dozen clients in nonprofit, for profit and the venture capital industry.  He has held key senior financial roles in public companies GE and NewsEdge/Thomson, privately owned technology firms, Boston top tier VC firm North Bridge, and Boston money management firm Pioneer Investments in leveraging his accounting, finance, and operations experiences.  His GE Financial Management program experience, along with his Boston University M.B.A., followed his Rutgers University Economics and Finance education.  Larry is an active volunteer and fundraiser with Crohn's & Colitis Boston Take Steps Walks, The Pediatric IBD Foundation and several towns’ schools.  Larry augments his financial acumen as the front man for two local rock and roll cover bands that have fundraised over $1.5 million since 2009 across two dozen charity events.  He is also a past Board member of FEI’s Boston Chapter and, as its Career Management Committee Chair, has helped thousands of professionals that have been in-transition.

 

 

 

 

 

 

 

 

Timothy J. Barrett

Timothy J. Barrett is the Chief Financial Officer of the Pine Street Inn, Inc. Pine Street Inn is a 501(c) (3) non-for-profit human service agency founded in 1969 and New England’s largest provider of services to homeless and formerly homeless men and women in greater Boston. He is responsible for the Inn’s financial, information technology and purchasing operations including a team of 18 employees and an annual budget of $50M.  Tim has held numerous positions at the Inn since 2003 including Assistant Controller (2003-2004), Director of Accounting (2004-2007), Real Estate Project Director (2007-2009) and, most recently since 2011, Controller. Tim was also the Chief Financial Officer of Volunteers of America of Massachusetts, Inc. from 2009 to 2011. His career began in public accounting at Coopers and Lybrand (now PriceWaterhouseCoopers) after graduating from Boston College in 1993. He earned his CPA in 1996 and is a member of the Massachusetts Society of Certified Public Accountants. Before Pine Street Inn, Tim worked for multi-national corporations including as a senior financial analyst at Boston Scientific Corporation, Inc. (1996-1998) and a business analyst and quality manager at Teradyne, Inc. (1998-2003). He received his MBA from Babson College in 2003 with a focus on social entrepreneurship. Tim made an intentional career change in 2003 to join a mission driven non-for-profit organization and finds it a fulfilling, challenging and rewarding experience contributing his professional skills to ending homelessness.

 

Tim resides in Wellesley with his wife and daughter and is actively engaged in town government. Tim has been a Town Meeting member and Treasurer of the Wellesley Housing Development Corporation since 2011 and the 900 Worcester Road Redevelopment Committee community representative since 2012.

 

 

David Noymer

David Noymer joined The Greater Boston Food Bank (GBFB) as Chief Financial Officer in July 2009. In this role, he is responsible for Finance and Accounting, Information Technology, and Human Resources. Prior to joining GBFB, David served as CFO for several different service sector companies for over 20 years. Most recently, he was CFO at Accounting Management Solutions.

 

Previously, David served as CFO at Feinstein Kean Healthcare, Information Mapping, and Clinical Data and as a Director for the Boston Chapter of Financial Executives International. David was elected Chair of the CFO Steering Committee for a two-year term starting in 2016 for Feeding America, a national federation of 200 food banks located across the United States.  He earned a BSBA in Accounting from American University, and an MBA from the University of Massachusetts. Noymer is a CPA in Massachusetts.

 

 

 

 

 

 

 

Janice O'Reilly

Janice O’Reilly is a Partner in the Consulting Division of AAFCPAs and leader of the Managed Accounting Solutions (MAS) practice, which provides “right-size” outsourced accounting solutions, from cloud-based bookkeeping to CFO deliverables, designed to optimize the effectiveness of the modern finance function.  Janice came to AAFCPAs with over 30 years of proven experience as a successful finance and business professional.  Her roles as an angel investor, board member, consultant, CFO, controller, president, public company CFO, and Treasurer make her highly sought-after for corporate financial and operational advice in diverse industries, such as: software, technology, digital media, and professional services.  Janice started her career in public accounting, as an audit manager at Deloitte, and transitioned to private accounting. She has thrived providing strategic and financial consulting services to privately-held and public companies in diverse industries, including: software, technical services, digital media, and professional services. Over the course of her career, she held the roles of CFO, President, COO, Partner and was formerly CFO and Treasurer of TechTarget, Inc.  Janice is a Bentley grad and CPA.

 

 

 

 

 

 

 

Leigh Tucker

Leigh Tucker is a Principal with CliftonLarsonAllen LLP (CLA), has more than 25 years of experience in accounting and financial management. He has spent the majority of his career providing financial, staffing and consulting services to the nonprofit community.

 

Since joining AMS in 2003 (which was acquired by CLA in 2015) Leigh has overseen the company’s rapid expansion in the nonprofit market and is responsible for ensuring client satisfaction in addition to coordinating all business development activities relevant to the nonprofit industry.  He has established a strong reputation of being able to quickly assess client situations and needs; and identify appropriate solutions. 

 

Prior to joining AMS, Leigh’s experience included 14 years with two of the Big 4 public accounting firms, primarily as a senior audit manager. Leigh’s expertise included and continues to cover all areas of the nonprofit sector, including higher education, health care and other 501(c)(3) organizations that receive federal and state funding in accordance with OMB Circular A-133. In addition to his public accounting experience, Leigh has been the corporate controller and CFO/COO for two privately held companies; one which provided technology and communication services to nonprofits nationally, and the other in the healthcare sector.

 

Leigh is the founder of Nonprofit Executives, a networking group focused on linking professionals committed to the nonprofit sector in the greater-Boston and New York City areas (www.nonprofitexecutives.org). Leigh has also served as member, treasurer, and fundraising chairman on several boards of directors. He is a sought after speaker on various nonprofit topics and has spoken at the Essex County Community Foundation Trustee retreat,  the Support Center for Nonprofit Management, Massachusetts Nonprofit Network  and The Hartford Foundation.

 

Education/professional involvement

           B.B.A. degree from the University of Massachusetts/Amherst

           Certified Public Accountant in the State of Massachusetts

           Member, American Institute of Certified Public Accountants

           Member, Massachusetts and New York State Societies of CPAs

 

 

AGENDA

5:30PM-6:15PM Welcome and Dinner

6:15PM -7:30PM Presentation

7:30PM-8:00PM Wrap Up 

 

 

CREDIT INFORMATION

This meeting qualifies for one 1.5 CPE credits. (Pending approval)

 

Field of study: TBD

Prerequisites: There are no prerequisites for this meeting. 

Advance preparation: There is no advance preparation require for this meeting but we recommend watching the video linked above.

Type of delivery method: Group-Live

 

Financial Executives International (FEI) 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.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.

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