Intro to Not-for-Profits Workshop

Join us for this 2 day Introduction to Not-for-Profits workshop led by the NFP Sharegroup CTLs. This session is geared toward 2nd year employees, new auditors, or anyone who is interested in learning more about not-for-profit organizations. 

Learning Objectives

• Intro to NFPs
• Contributions
• Investments
• The Single Audit
• Risk Assessment

Kristen has been with Thomas, Judy and Tucker since 1998 and has over thirty years of experience in public accounting. Kristen’s industry experience includes not-for-profits, governmental and HUD entities, real estate, construction, personal service corporations, employee benefit plans, due diligence, business planning and litigation support. She has worked in the tax arena over the years and oversees the non-profit practice within the firm. Kristen has been named one of the Triangle’s Impact Leaders from professional service firms in 2009 by Business Leader Magazine.

Julie Incorvina, CPA, CFE
Audit & Accounting Partner
Redwitz, Inc.

With eight years of experience in the banking industry and more than three decades in public accounting, Julie has enjoyed a well-rounded career. Her passion for excellence brings assurance that she will provide personalized, top-notch services to her clients. Julie has extensive experience with clients in the non-profit sector as well as various for-profit industries. As an audit partner, her primary responsibilities are to closely manage client relationships and oversee financial statement engagements including audits, reviews and compilations and consult with clients on a variety of financial issues. Julie has been with Redwitz, Inc. since 1994. In 1996, she received her license to practice as an Enrolled Agent and in 1998, she received her license to practice as a Certified Public Accountant. In 2004, she received her license to practice as a Certified Fraud Examiner. Julie was admitted as a principal in the firm in January 1999.

Valerie Kaufman, CPA
Director of Talent Management and Forecasting
Chiampou Travis Besaw & Kershner LLP

With over ten years experience in public accounting, Valerie has supervised and provided accounting and business consulting services to clients in a variety of industries including manufacturing, financial services, and non-profit. Her selected experiences include providing audit, accounting, & consulting services to non-profits, reviewing businesses’ internal control and provides recommendations, and adjunct Professor of Government and Not-for-Profit accounting at Niagara University

Jennifer Perrier, CPA
Senior Manager
Hoffman, Stewart & Schmidt, P.C.

Jennifer Perrier, Senior Manager, joined the firm in 2010 and has spent her entire public accounting career at HSS. Prior to joining the HSS team, Jennifer spent 6 years as an accounting specialist and bookkeeper. Jennifer has extensive experience performing assurance and consulting services for nonprofit organizations, with an emphasis on Uniform Guidance audits. Her experience also includes assurance services with employee benefit plans and closely-held businesses.

Mark Uebele, CPA
Assurance Services Partner
Sisterson & Co. LLP

Mark chairs the manufacturing/distribution industry group at Sisterson and leads the commercial lender services and employee benefit plan teams. He provides audit and assurance services to privately owned, middle market clients in a variety of industries. He is also involved with special consulting projects for many clients. In addition to his client responsibilities, Mark is a member of the firm’s Performance Management Task Force and serves as an instructor for in-house continuing professional education programs relating to accounting and auditing matters. Mark is an avid golfer. He and his wife have one daughter and live in Greensburg, PA.