Get the industry-specific insights you need to maintain a strong organization for you or your clients and get informed about unique challenges facing not-for-profit organizations at this annual event.
HOTEL ACCOMMODATIONS: Rooms are available at the Hilton-Jackson. To make your reservation, call 601-957-2800 and use corporate rate ID #9880510
Andreason Brown is Chief Financial Officer & Treasurer at Spencer Foundation in Chicago, Illinois, where he is responsible for all accounting operations and he ensures that strategic budgeting supports and drives programmatic work. Prior to joining Spencer Foundation, Andreason served as Chief Operating Officer and Chief Financial Officer at Forefront (formerly Donors Forum), the Illinois membership association for grant makers and nonprofits. Andreason is dedicated to public service and is deeply committed to improving lives through his professional work and volunteer activities. He serves on several local and national boards in support of the philanthropic and nonprofit sectors. He is Board Chair of the African American Legacy Fund at the Chicago Community Trust and is an appointed Board Member of the Illinois State Treasurer's Charitable Trust Stabilization Fund. Andreason frequently speaks and advises on organizational sustainability, finance, budgeting, and strategic development. Born and raised in West Michigan and a Chicago resident since 1995, Andreason holds a B.S. in Economics from Central Michigan University and M.S. in Nonprofit Management from DePaul University.
Edward T. Chaney
Edward T. Chaney, J.D. is a Member at Schell Bray PLLC in Chapel Hill, North Carolina. He focuses his practice on advising a broad range of nonprofit organizations on key tax and corporate matters, including organization formation and governance, 501(c)(3) tax exemption and ongoing compliance, charitable giving, program-related and impact investing, and complex organizational structures, transactions, and transitions. Mr. Chaney has extensive experience in advising philanthropic organizations on operational and tax compliance matters, including donor advised fund operations, private foundation grant making, and program-related investments. He also advises on the tax requirements for supporting organizations, the structuring of substantial charitable gifts, and the governance of endowment funds. He has counseled philanthropic clients of many sizes and forms, including community foundations, small and large private foundations, national donor advised fund sponsors, and university-related foundations.
Mr. Chaney also regularly advises a wide variety of operating nonprofits on their governance, tax compliance, and transactional needs. Clients have included community economic development and affordable housing organizations, colleges and universities, charter school management organizations, public education and advocacy organizations, performing arts organizations, industry associations, and many more. Mr. Chaney speaks, writes, and teaches frequently on the law of nonprofit and tax-exempt organizations. Among other engagements, he has presented at Georgetown University Law Center CLE’s Representing and Managing Tax-Exempt Organizations and at the University of Texas School of Law CLE’s Nonprofit Organizations Institute. He recently served as an Adjunct Assistant Professor at the UNC School of Law, where he taught the Law of Nonprofit Organizations. Prior to attending law school, Mr. Chaney worked for ten years in the nonprofit sector, serving as a program director, executive director, board member, and board chair with a number of tax-exempt organizations.
Alissa M. Klein
Alissa is Director at BKD CPAs and Advisors in Kansas City, Missouri and is a member of BKD National Not-for-Profit Group. She has more than seven years of experience providing audit and consulting services to charitable organizations, foundations, research organizations, religious entities and health care providers. She also has extensive experience with Uniform Guidance compliance requirements and testing. She assists clients in implementing new Financial Accounting Standards Board pronouncements, reviewing internal controls and providing training and education on the Uniform Guidance. In addition to her direct client service responsibilities, Alissa also serves as the Assistant Accounting and Auditing Director for the Kansas City office. In this capacity she assists in quality control procedures, firm-wide and office trainings and other technical matters. She is a member of the American Institute of CPAs, Missouri Society of CPAs and Young Leaders Society. She also serves on the Finance Committee of reStart. Alissa is a 2009 graduate of University of Missouri, Columbia, with a B.S. degree in accounting and an M.Acc. degree.
Charles R. Lindsay
Charles Lindsay, CPA is a Shareholder at the Ridgeland-based accounting firm of Matthews, Cutrer & Lindsay, where he directs the Nonprofit practice area which serves more Nonprofits than any other Mississippi firm. He earned a Bachelor of Science in Business Administration from the University of Southern Mississippi and has now provided tax and audit services to individuals, small businesses, and Nonprofits for more than 35 years. Charles devotes countless hours and expertise promoting and enhancing Mississippi’s charities. The Mississippi Society of CPA’s Not-For Profit committee (2001) is the result of his initial conceptualization. Charles also represents the CPA community as a frequent speaker on nonprofit accounting, management and governance issues. In 2013, he was named one of the Mississippi Business Journal’s “Leaders in Finance”. In 2019, he was honored with MSCPA’s Public Service Award.
Sammy Moon is the executive director of the Mississippi Alliance of Nonprofits and Philanthropy. In this role, Sammy provides leadership and support to nonprofit and philanthropic organizations in their efforts to strengthen Mississippi’s children, families, and communities. His work involves interaction with nonprofits organizations, foundations, United Ways, public sector entities, and businesses throughout the state. Prior to becoming the executive director of The Alliance, Sammy served as director of the Mississippi Association of Grantmakers (MAG). Before his work with MAG, Sammy worked as senior advisor to United Way Worldwide’s Field Engagement Division where he worked with local United Ways interested in third-grade reading programming and impact investing. Sammy also worked as a senior associate at the Annie E. Casey Foundation in Baltimore, Md., the largest private foundation in the country devoted solely to building stronger futures for vulnerable children and their families. A native of Amory, Miss., Sammy’s formal education includes a Masters of Arts in sociology from the University of Mississippi, a Masters of Social Work from the University of Southern Mississippi, and a Masters in Public Administration from the Kennedy School at Harvard University.
Dan is Senior Managing Consultant at BKD CPAs and Advisors in Springfield, Missouri. Dan has an extensive background in nonprofit leadership and higher education. He was the founder and executive director of the Center for Nonprofit Leadership at Drury University (Springfield, MO). In this role, he organized workshops and conferences, consulted nonprofit organizations, and wrote and spoke on industry-related topics. He co-created the university's popular Master of Nonprofit and Civic Leadership and continues to serve as an adjunct instructor in the program. Dan provides consulting services to numerous nonprofits, NGOs and governmental organizations. He works with a variety of types and sizes of groups. Throughout the past few years, he has provided assistance to large institutions/organizations such as the Mississippi State University, University of Texas, Belmont University, and healthcare systems, as well as to mid-sized and small organizations that have no paid employees. Dan is a graduate of the Georgetown University Nonprofit Management program, has a Master of Art in Communication from Drury University and a Bachelor of Arts in Communication from Evangel University.
Michelle has over 20 years of experience in public accounting and oversees the firm’s tax department. She has expertise in the areas of individual and business taxation including multi-state taxation. Since joining the firm in 2007 she has also worked heavily in the area of nonprofit taxation and has participated in numerous presentations to charitable organizations and CPAs regarding the IRS Form 990 and other issues related to tax-exempt organizations. A cum laude graduate from The University of Mississippi, Michelle holds a Bachelor of Science Degree in Psychology and a Master’s Degree in Accounting. She is a licensed CPA in the State of Mississippi. Michelle spent almost half of her career with one of the big 4 accounting firms, Deloitte, and is an active member of their alumni group. Her other professional memberships include the American Institute of Certified Public Accountants and the Mississippi Society of Certified Public Accounts (MSCPA). She also served as co-chair and member of the MSCPA’s Non-Profit Committee.