Industry Insights Conference (IIC)

Adam Scarpati, BDO USA, LLP

Adam Scarpati, MBA, MST, CPA, is a tax services professional with nearly 25 years of public accounting experience, specializing in global income tax audits and transactional accounting for income taxes. As the NY Metro ASC 740 Practice Leader at BDO USA, PC, Adam leads practice development initiatives, business development efforts and oversees the provision of income taxes for some of the firm’s largest clients.

Amy Rojik, National Managing Principal, Corporate Governance, BDO USA, P.C. Center for Corporate Governance

Amy has spent 20+ years with BDO as part of the National Professional Practice. She founded and directs BDO’s Center for Corporate Governance, designed for those charged with governance of both public and private companies. She is responsible for the development and presentation of a significant volume of BDO’s continuing professional education (CPE)-worthy webinar, on-demand and podcast programs and thought leadership pieces on a variety of matters related to corporate governance, including cybersecurity, fraud, succession planning, and audit quality. She further develops certain of our firm’s board of director forums as well as participates in external events for corporate directors.
She also participates in the development and implementation of BDO’s national strategies and initiatives that support industry, business, technical, and client service goals and serves on BDO’s ESG Executive Leadership Team. She is responsible for publication and issuance of BDO’s annual voluntary Audit Quality Report as well as tools supporting communications with our client Audit Committees.
Amy currently serves as BDO’s policy lead to and participates on the Center for Audit Quality’s (CAQ) Advisory Council and has assisted in CAQ initiatives, including the SEC climate change disclosures, audit committee communications. and investor and auditor dialogues. 
She fully supports BDO initiatives aimed at flexibility, development, and career progression, and has served the BDO’s Women’s Inclusion initiative and the Virtual Parenting Network as well as BDO’s focus on the audit of the future.
Amy has a combined 11 years of prior Big Four firm public accounting experience serving manufacturing and high technology companies as well as private companies, primarily in the wholesale distribution and biotechnology markets. Such experience included assisting clients with public debt offerings and acquisition transactions

Anne Marie Hicks, Senior Manager, Capital Edge Consulting, Inc

Anne Marie is a Sr. Manager with Capital Edge Consulting, Inc., with more than 35 years of experience in government contract cost accounting and regulatory compliance, provides advisory services primarily on Aerospace and Defense Contract Accounting and Systems. Prior to engaging in government contract consulting with Capital Edge, Anne Marie completed a career with CAE USA Inc. (CAE USA) in multiple capacities. She has significant knowledge, experience, and training in Aerospace and Defense Accounting, US Generally Accepted Accounting Principles, business systems and internal controls including defense and non-defense sectors.
Drawing on her experience and knowledge, Anne Marie provides consulting on regulatory and contract accounting compliance including back-office accounting and financial statement reporting; design and implementation of controls for compliance with US Federal and Defense Acquisition Regulations, US Cost Accounting Standards, COSO Framework, US GAAP, and IFRS; analysis and determination of complex accounting treatment; M&S due diligence and integration; and accounting system design, configuration and implementation.
Anne Marie is a graduate of the University of South Florida, holding Bachelor degrees in Accounting and Management. Anne Marie is a member of the AICPA, member of the FICPA, an active member of the Corporate Finance Forum Committee and FICPA Council Member-at-Large.

Barry Payne, Director-Business Development, Mgmt Accounting, AICPA

Barry Payne Director - Business Development Management Accounting As Director - Management Accounting at AICPA, Barry listens to CFOs on their skills and talent challenges. Barry has worked with global organizations such as Shell, KPMG, Nestle and Coca-Cola and supported their finance development programs. In the US, Barry’s focus is to ensure that companies benefit from the CGMA designation and to ensure that CPAs know how CGMA can help them transform their skills in business. A UK national, Barry started his career at KPMG after graduating from the University of London. Barry is now a honorary Tarheel and lives in Chapel Hill, NC.

Christina Lynch, Chief Executive Officer, Trydent Consulting

Christina Lynch has spent more than 15 years of her career propelling small businesses and entrepreneurs forward in their industries. She has a notable track record for utilizing a flexible and non-judgmental approach with her clients and partners that has promoted the success of positive and profitable business affairs for every party involved. Her passion is assisting and elevating businesses through her expertise in management accounting, human resources, strategic planning and program management.

She received her Master’s degree in Human Resources and Employment Relations from Penn State University. She received her Bachelor’s degrees in Accounting, Finance, and Human Resource Management from Florida State University. Christina is a business consultant with the Small Business Development Center at FAMU, winning Regional Consultant of the Year in 2021. She was recognized as the 2022 Recent Achievement Alumni Award Recipient by the Florida State University College of Business, a 2023 Outstanding Alumni Award Recipient by the FSU Black Alumni Association and a 2023 finalist for the Women Who Mean Business award with Tallahassee Woman Magazine. Christina was recently inducted into The BOW Collective, an organization that represents the top 1% of Black Owned Women businesses in the nation. 

Daniel Porter, Investigator, D.Porter Solutions

Daniel Porter has been a Certified Fraud Examiner for over 25 years and has conducted and managed civil and criminal investigations for over 30 years as a licensed private investigator, a loss prevention manager, and as an investigator with the State of Tennessee.  He currently provides training and consulting services in the areas of ethics and fraud prevention-detection-investigation.

Daniel is a Cum Laude graduate from Middle Tennessee State University’s Criminal Justice Program and has provided training in the United States and Canada for multiple professional organizations and governmental agencies.  He is a guest lecturer at Middle Tennessee State University and the Vanderbilt University School of Law. 

David Trimner, Managing Partner, TrimnerBeckham, PLLC

As managing partner, David brings a wide range of experience from more than 22 years in nonprofit tax consulting. He works with growing and established public charities, private foundations, trade associations, healthcare organizations, and higher education institutions. 

Devoted to thorough comprehension of the rules and regulations critical to charitable and tax-exempt entities, David helps enhance an organization's image with contributors, the media, and the general public. 

His areas of concentration also include unrelated business income, intermediate sanctions, obtaining and maintaining exempt status, executive compensation & benefits disclosures, IRS examinations, and state solicitation requirements.

Jeffrey Mechanick, Senior Project Advisor/ Not-for-Profit Organizations, Financial Accounting Standards Board

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.

Josh Blum, Co-Founder, Partner, IVOLVE + THRIVE

Josh Blum has worked for nearly 20 years within the professional services and financial services industries and has specialized in retirement planning and lifestyle planning during that time. Josh has partnered with thousands of advisors, attorneys and accountants in his career educating them and their clients on how to successfully implement planning strategies to achieve desired outcomes and how to become trusted advisors to their clients.

Josh has been providing continuing education to professionals for over a decade. Considered a topic matter expert Josh is former President of the Financial Planning Association of Miami and is a published author.

For Josh the owner’s journey is personal. His father was a solopreneur and practitioner that started his business shortly before Josh was born. Josh grew up with the challenges common to so many business owners today and has a passion for helping owners successfully build towards a life that brings opportunity and joy to the owner and the people most important to them.

Kevin Holloran, Senior Director; Sector Head USPF Healthcare and Higher Education, Fitch Ratings

Kevin Holloran is a Senior Director and the head of US Healthcare and US Higher Education. Kevin initially served as the Sector Leader for the Not-for-Profit Healthcare Group at Fitch Ratings for six years. Kevin joined Fitch Ratings in April of 2017.

With over 25 years of experience in the healthcare sector, Kevin follows a portfolio of high-profile acute care health care credits across the country, and is a frequent commentary author and guest speaker. Before joining Fitch Ratings in April of 2017, Kevin spent 14 years at SP Global Ratings (Standard & Poor's) as both the Analytical Manager and Sector Leader for the US Not For Profit Healthcare Group. 

Prior to his work at Standard & Poor's, Kevin spent almost 7 years in healthcare consulting at Ernst & Young, LLP and Cap Gemini Ernst & Young, focusing on post-merger integration projects within the health care space. 

Kevin holds Masters of Health Services Administration from the University of Michigan and a bachelor's degree in business administration from the University of Notre Dame.

Laura Dillon, Senior Manager, Ernst & Young LLP DC

Laura Dillon is a Senior Manager at Washington Council Ernst & Young, where she specializes in health care policy. Laura helps clients across the health care ecosystem navigate the federal health policy landscape, providing in-depth analysis of legislative and regulatory developments, strategic guidance and data-driven communications.

Prior to joining Washington Council, Laura was a Senior Health Care Analyst at the Advisory Board Company, where she led research and advised clinical executives on wide-ranging issues facing hospitals and health systems including care variation reduction, physician payment and delivery models, and physician executive leadership structures. She previously served as a fellow in the University of Chicago Medicine’s Office of Strategy Planning and worked on domestic and global health policy and advocacy issues at RESULTS Educational Fund and the Society for Neuroscience (SfN).

Laura received a B.A. in History from the University of Pennsylvania and earned her Master in Public Policy (MPP) with an emphasis in health care from the University of Chicago’s Harris School of Public Policy.

Lindsey Roe, Partner, Ernst & Young LLP

Lindsey is a Partner in our Chicago Health Care practice. Lindsey started her professional career at EY in Indianapolis, Indiana and has over fourteen years of experience performing and managing audit services for SEC registrants, large and small community-based health providers, nonprofit, multi-location health systems, academic medical centers and other health-related organizations, as well as non-health not-for-profit organizations and foundations.

Lindsey currently serves as the engagement partner for several not-for-profit health care systems, including Northwestern Memorial HealthCare and AMITA Health, both located in Chicago, Illinois, BJC Health Care in St. Louis, Missouri and Ascension Wisconsin, located in Milwaukee, Wisconsin. Additionally, she has formerly served Health Management Associates, an SEC registrant based out of Naples, Florida and Indiana University Health, in Indianapolis, Indiana.

From 2011 – 2014, she served in EY’s national Professional Practice group in New York. In her role as the firm’s Health Care and Not-for-Profit Industry Resident, she assisted in writing the firm’s technical publications, led educational sessions for both clients and audit professionals and participated in health care and not-forprofit accounting consultations.

In addition to serving clients, Lindsey dedicates her time to teaching and mentoring. She has presented numerous times at the AICPA National Health Care Conference and hosted various HFMA webcasts and events. She is credited for her contributions to the AICPA Audit and Accounting Guide for Health Care Entities, the annual Audit Risk Alert for Health Care Entities and other publications issued by the HFMA. She participates annually as an instructor for the firm’s various learning initiatives, and recently hosted a nationwide webcast for both EY professionals and clients regarding health care revenue recognition.

Lindsey and her husband, Bill reside in Dyer, Indiana along with their five children.

Education:

Bachelor of Science in Accounting with Highest Distinction 
Purdue University – West Lafayette, Indiana

Memberships:

• Indiana Certified Public Accountants Society
• American Institute of Certified Public Accountants
• HFMA

Louis Guay, Kaufman, Rossin & Co, PA

Louis Guay is a Tax Principal at Kaufman Rossin. He oversees the Firm's Tax Credits & Incentives and Cost Segregation service lines. He works closely with clients in different industries including manufacturing, technology, and real estate to develop strategies in connection with valuable tax credits such as the Research Tax Credit and energy tax incentives such as the deduction for commercial energy-efficient buildings. Mr. Guay joined Kaufman Rossin in 2014. He holds a Bachelor of Science in Industrial Engineering from the Polytechnique of Montreal and a Master of Business Administration from Florida International University. Mr Guay currently serves as Chairman of the Board for the Canada-Florida Chamber of Commerce.

Mary Mayhew, President & CEO, Florida Hospital Association

Mary C. Mayhew joined the Florida Hospital Association in October 2020. During her time as President, Mayhew was named to the Florida Politics 2022 Influence 150, Florida Trend's 2022 Florida 500, and placed #3 in The Florida Health Care Power 100 and #24 in The Florida Power 100 by City & State Florida.

Prior to joining FHA, Mayhew served as Secretary of the Florida Agency for Health Care Administration (AHCA) in the administration of Governor Ron DeSantis. As Secretary, Mayhew played an instrumental role in the state's response to the COVID-19 pandemic. She also spearheaded several initiatives to support increased accountability for improved healthcare outcomes for the more than 4 million Medicaid enrollees and to promote integrated care coordination.

Mayhew joined AHCA from the U.S. Department of Health and Human Services, where she served as Deputy Administrator and Director of the Center for Medicaid and CHIP Services, overseeing the more than $375 billion Medicaid program.

Mayhew also served for more than six years as the commissioner of the Maine Department of Health and Human Services. During this time, she advanced comprehensive health homes, Medicaid Accountable Community Organizations, integrated behavioral health homes, and efforts to improve access to substance use disorder treatment in primary care practice settings. Promoting high-quality behavioral health services remains a priority for Mayhew today.

Her private sector roles include 11 years with the Maine Hospital Association as vice president of government relations, where she advocated for policies that supported hospitals and the patients and communities they serve. Mayhew also as a partner in the public affairs firm of Hawkes & Mayhew, based in Augusta, Maine, and managed state government relations for the Equifax Corporation in Atlanta, Georgia.

Mayhew's career in public service and advocacy started early. At 17, she moved to Washington, D.C. to become a Congressional page and finish high school. After college, she served as the legislative assistant in Washington, D.C. for Arkansas Representative William Alexander's Washington, D.C. office.

Mayhew is a native of Pittsfield, Maine, and a graduate of the University of Arkansas with a bachelor's degree in political science.

Mayhew's more than 30-year career spans public and private sector roles and combines experience and expertise in government relations, executive leadership, regulatory oversight, public affairs, and public policy. Her proven history of driving accountability around integrated care models, addressing social determinants of health, and navigating through an unprecedented global pandemic has made her a renowned leader in healthcare policy, innovation, and advocacy.

Meera Pandit, JP Morgan Asset Management

Meera Pandit is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Meera is responsible for delivering timely market and economic insights to institutional and retail clients, and conducting research on the global economy and capital markets. She is responsible for publications such as the Guide to the Markets. Meera is also a frequent guest on Bloomberg, Yahoo! Finance, CNBC, CNN, and other financial news outlets and is often quoted in the financial press. Meera joined J.P. Morgan in 2011, after graduating from Tufts University. She is a CFA charterholder.

Michael Cheng, Audit Partner, Frazier & Deeter CPAs & Advisors

Partner Mike Cheng oversees Frazier & Deeter’s professional practices related to technical accounting, where he specializes in assisting clients with complex accounting and financial reporting issues. He is currently a member of the FASB’s Private Company Council (PCC), advising on possible alternatives within US GAAP to address financial statement user needs, and he recently served on the AICPA’s Technical Issues Committee.
Mike was previously a Senior Project Manager and PCC Coordinator at the FASB, where he led projects to simplify the accounting for non-employee share-based payments, help shape the future of the FASB technical agenda and improve VIE guidance. Formerly at a Big 4 firm, Mike has worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).

Michael Haas, Health Care Senior Analyst, RSM US LLP

Michael Haas is a Technology Management Consulting Director in RSM’s health care industry practice. In 2022, he was selected for the firm’s cutting-edge Industry Eminence Program as a senior analyst covering the health care industry, working alongside the firm’s Chief Economist and other program participants to analyze the trends and themes affecting the nonprofit and education industry and shaping middle market businesses. Michael’s focus is on improving operational and financial performance for clients in the RSM health care consulting practice. Delivering innovative solutions in areas of technology, process improvement, revenue cycle, client software application trainings and project management, he works primarily with large, integrated delivery health systems, behavioral health and community organizations, community hospitals, FQHCs, clinics and physician practices. He brings a deep understanding of the industry’s complexities and constraints that are faced while delivering solutions to his clients.

Paul Brown, Director of Peer Review, Florida Institute of CPAs

Paul Brown joined the FICPA in November 1992 and is the Director of Technical Services for the Florida Institute of CPAs (FICPA). One of Paul's main duties is to serve as the technical reviewer in Florida for the American Institute of Certified Public Accountants (AICPA) Peer Review Program.  The program administers approximately 350 reviews annually in Florida and oversees approximately 90 peer reviewers.  Paul also assists members in the areas of professional ethics and professional standards. As part of his role in the peer review program Paul has previously been an instructor and author of continuing education programs for the AICPA and FICPA, for which he had received several outstanding discussion leader and author awards.  Paul serves on the AICPA's Peer Review Standards Task Force, Technical Reviewers Advisory Task Force to the Peer Review Board and serves as staff liaison to two committees of the FICPA.

Samuel Josepher, Citrin Cooperman & Company, LLP

Sam is an Audit Manager for Citrin Cooperman’s Audit and Attest Practice and is based out of the firm’s Fort Lauderdale, FL office. Sam is a Certified Public Accountant in the state of Florida and has extensive experience in the accounting profession providing accounting and auditing services for local government entities, nonprofit organizations and private organizations across a variety of industries. Prior to working at Citrin Cooperman, Sam was an audit manager for another large accounting firm where he also specialized in audits of local governments. When not working, Sam enjoys spending time with his wife and two young children.

Scott Hagizadegan, Shield IT Networks, Inc.

Scott Hagizadegan is the CEO and Founder of Shield IT Networks, a leading provider of cybersecurity solutions for businesses of all sizes. With over 27 years of experience helping clients—from startups to Fortune 500 companies like Ernst & Young, Guitar Center, and Don Roberto Jewelers—Scott has built a strong reputation for delivering innovative solutions tailored to the needs of his clients. 

Under Scott’s leadership, Shield IT Networks has helped CPA firm leaders strengthen their cybersecurity posture through proactive measures, ensuring compliance and protection against evolving threats. Guided by his philosophy of “Profit with Purpose,” Scott reinvests business profits into philanthropic projects worldwide, supporting orphanages and children’s education through computer labs and leadership programs.

Steve Kennedy, CEO, Silures Partners LLC

Steve Kennedy is a government contracting professional with over 15 years of experience. Steve’s areas of expertise include Federal Acquisition Regulation (FAR) compliance, Cost Accounting Standards (CAS) compliance, financial systems, mergers and acquisitions and US government proposal compliance. Steve’s most recent role in industry was Director of Finance for a large defense contractor in the simulation and training market space overseeing finance and accounting functions including financial reporting, FP&A, tax, internal audit, pricing, compliance and program finance.

Todd Webster, Partner, KPMG LLP

Todd Webster is an Audit Managing Director with KPMG LLP and is from KPMG’s Tampa, FL office.  He has been with KPMG for 14 years, during which time he has primarily served clients in the health care, state and local government, and not-for-profit industries.  Prior to joining KPMG, Todd spent 5 years with Arthur Andersen LLP in the audit practice serving clients in a variety of industries.  

In July 2014 Todd returned to the Tampa office after doing a four year rotation with KPMG’s Department of Professional Practice in New York City.  His role in the national office of KPMG was to function as a technical resource for engagement teams who were providing audit services to state and local governments, health care entities, and not-for-profit entities.   

As part of his rotation in NY, Todd served as a GASB Practice Fellow from July 2010 to July 2012. As a practice fellow, Todd was the project manager on several GASB standards and projects and fielded all technical inquiries related to those standards and projects.  

Todd is a Certified Public Accountant in the states of Florida, New York, and North Carolina.  He is also a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. 

William Krizner, Owner and Operating Partner, The Krizner Group

William T. Krizner founded and works as Operating Partner of THE KRIZNER GROUP, a law firm that assists organizations before and after disputes arise. 

Mr. Krizner developed a preventative services model that assists clients in implementing policies and procedures to avoid lawsuits. He provides client counseling, employment law litigation, and governmental investigations. 

Mr. Krizner has published dozens of articles relating to hiring, termination procedures, employee monitoring, and dangers imposed by the Disabilities Act and FMLA. He speaks regularly both locally and nationally and personally represents thousands of clients in Florida and throughout the United States.