Best of The Industry Insights Conference - Not-for-Profit Replay

Ryan Kauzlick

Ryan Kauzlick is a Director at Forvis Mazars (forvismazars.us) in Indianapolis, IN. Ryan has more than 20 years of experience digitally transforming organization through fast-moving engagements with Fortune 500 companies, Non-Profits, Small & Medium Businesses, and the largest federal agencies in the US Government. Ryan’s focus has been helping customers build actionable business strategies and solution architectures to enable business success through the use of technology. Ryan has led award-winning projects to develop and deliver business and technology solutions using Microsoft solution sets to modernize, automate, and streamline business operations. 

Ryan currently leads the Forvis Mazars Insights & Automation (I&A) practice focused on, “Finding ways of using Technology that deliver insights and create operational efficiencies where customers never thought possible.” 

Rosene Johnson

Rosene Johnson is a dynamic C-suite executive, innovator, and leader in the nonprofit sector, dedicated to strengthening communities and improving the lives of girls, children, and individuals with disabilities. Recognized as an Orlando Business Journal Top 40 under 40, her career is marked by securing over $10 million in funding and leading transformative initiatives, including expanding a disability services center from 4,000 to 15,000 square feet with $1 million in community support.

Rosene’s expertise spans public policy advocacy, curriculum development, and leadership training, with faculty roles at Lansing Community College and Michigan State University. Her contributions as a published child development researcher and consultant to institutions like the University of Michigan and Scholastic Inc. have left a lasting educational impact. Appointed to boards and committees by Florida Governor Rick Scott and Michigan’s governor, her influence extends to state-level initiatives.

Now, as the Founder and CEO of Your Grant BFF, Rosene leverages her extensive experience to help businesses and nonprofits amplify their outcomes for greater funding and community impact. Named one of Orlando Sentinel’s “10 People That Make Orlando a Better Place,” Rosene’s passion, perseverance, and vision continue to inspire change and empower others.

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.

Jeffrey Mechanick

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.

Jeffrey Mechanick

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.

Paul Brown

Paul Brown joined the FICPA in November 1992 and is the VP of Professional and Technical Standards 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.

Alex Auguste

Alex is a managing director in Citrin Cooperman’s Audit and Attest Practice and is based out of the firm’s Fort Lauderdale, FL office. Alex is an experienced professional with over 12 years in public accounting.
Alex is a CPA and has extensive experience in the accounting profession, providing accounting and auditing services for local government entities, not-for-profit organizations, and private enterprises across a variety of industries, including real estate. He is client service-driven and regularly assists clients with complex accounting, auditing, and financial reporting issues, including but not limited to the implementation of new accounting pronouncements. He specializes in ensuring compliance with all state and federal laws and the preparation and review of financial statements.

Samuel Josepher

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.

Joyce Chastain

With many years of senior-level human resources experience in the private sector environment, Joyce Chastain brings practical know-how to each engagement. As a human resources consultant with The Krizner Group, she specializes in talent development, employee relations, internal investigations, employment law compliance, and affirmative action plans. She is a frequent guest speaker for professional associations and academia covering a wide array of human resources topics.

Chastain holds a Business Administration degree from Emmanuel College, Franklin Springs, Ga.; was awarded Senior Certified Professional designation, Senior Professional in Human Resources designation and holds an Advanced Certificate in Internal Investigations.

She has served on the board of the HR Florida State Council since 2007 and currently serves as Immediate Past President. Additionally, she has served as a:
Member of the Florida State University Center for Human Resource Management;
Board Member of the Big Bend Society for Human Resource Management;
Board Member of the Big Bend Business Leadership Network; and
Mentor in the Society for Human Resource Management Program.

Chastain has been named a Tallahassee Volunteer of the Year Finalist and Leon County Schools Volunteer of the Year. She was selected as one of the 25 Women You Need to Know in Tallahassee and was honored with the designation of the Florida Human Resources Professional of the Year. She has also been featured by the Florida Trend Magazine as a Trendsetter in Human Resources.

Chastain has been named a Tallahassee Volunteer of the Year Finalist and Leon County Schools Volunteer of the Year. She was selected as one of the 25 Women You Need to Know in Tallahassee and was honored with the designation of the Florida Human Resources Professional of the Year. She has also been featured by the Florida Trend Magazine as a Trendsetter in Human Resources.