Industry Insights Conference (IIC)

Louis Guay

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.

Kevin Holloran

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 S&P 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.

Steve Kennedy

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.

David Trimner

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.

Todd Webster

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. 

Anne Marie Hicks

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, 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 determination of complex accounting treatment; M&A due diligence and integration; and accounting system design, configuration and implementation. Anne Marie is a graduate of the University of South Florida, holding bachelor's degrees in accounting and management, member of the AICPA and FICPA, serves on the FICPA Industry Insights Corporate Finance Committee and the FICPA Council.

Todd Webster

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. 

Lindsey Roe

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

Paul Brown

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.

Michael Cheng

Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of his role, Mike specializes in assisting clients with complex accounting and financial reporting issues.

Prior to joining Frazier & Deeter, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, Mike served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters. In addition, Mike led projects to: simplify the accounting for nonemployee share-based payments, help shape the future of the FASB technical agenda and improve consolidations guidance (VIE guidance). Most recently, Mike worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).

Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers (PwC). Mike was an Audit Senior Manager?Private Company Services in the firm’s Stamford, Connecticut office. From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, New York.

Laura Dillon

Laura Martin Dillon is a member of the Washington Council Ernst & Young practice of Ernst & Young LLP, where she provides services focusing on health care policy. Her chief responsibility is to track legislative and regulatory developments and provide detailed reporting and analysis to clients on health care issues.

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.

Josh Blum

Josh Blum (JB) , co-founder of JB and The Doctor and IVOLVE, draws expertise from a 2 decade career in sales. Before launching his current businesses, JB led an 11-year tenure as a Regional Vice President at a Fortune 50 company. During his career he has closed over half a billion dollars in sales and worked alongside some of the most successful professional services owners in the country. JB excels in consultative sales, executive presence and public speaking.
Within IVOLVE + THRIVE, JB works closely in support of members seeking to develop greater executive presence, maximize business development opportunities and strengthen relationships. JB takes a consultative approach in his work with members and assists in preparing them to step into greater roles in leadership with confidence.
For JB the owner’s journey is personal. His father was a solopreneur and practitioner that started his business shortly before JB was born. JB 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.

Matt Wolf

Summary of Experience Matt is a senior associate with McGladrey LLP’s National Health Care Consulting group. Matt focuses on business valuation and litigation support services. His experience and responsibilities include valuations of: • Physician practices for purposes of complying with Stark and anti-kickback laws, under both o full-employment, and o professional service agreement arrangements • Hospital system joint venture arrangements • Medical device companies (sell-side consultation) • Intangible asset valuation for purposes of financial reporting o Including the value of a practice or hospital’s group of providers • Physician compensation

Matt also has experience preparing expert reports for litigation in the health care. The cases Matt has been involved with include matters related to lost wages and practice management disputes.

Professional Affiliations • American Society of Appraisers

Education • Bachelor of Science degrees in Finance, and Operations Management – University of Minnesota’s Carlson School of Management • Currently completing MBA, Carlson School of Management

William Krizner

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.