2025 Nonprofit Finance & Accounting Academy

Alex Shin

Alex is a manager in CLA’s nonprofit assurance practice, bringing several years of public accounting experience to the nonprofit sector. Alex specializes in providing audit, tax, and business advisory services to a diverse range of associations, foundations, and other exempt organizations. With extensive knowledge of business operations and financial statements within the nonprofit industry, Alex is well-equipped to address the unique challenges faced by these organizations.

In the role of engagement manager, Alex oversees all phases of audit work, including the supervision of associates, planning, fieldwork, and financial reporting for numerous high-profile organizations. Alex frequently consults with clients on emerging accounting principles and audit standards and is responsible for developing written communications for governance. Additionally, Alex is a prolific writer and speaker, contributing regularly to nonprofit accounting blogs and leading learning sessions.

Cindy Reategui

Cindy is a senior in CLA’s nonprofit assurance practice. Cindy has three years of public accounting experience, all of which have been dedicated to serving the nonprofit industry. Cindy’s clients are made up of a wide array of associations, foundations, and other exempt organizations of various sizes.

Technical experience • Planning, performing and supervising audit complex areas or transactions as well as prepare nonprofit financial statements and related reports. • Examine financial statements for completeness and internal accuracy in accordance with GAAP. • Form 990 tax preparation

Jason Sturdevant

Jason has worked in public accounting for the past eight years, focused primarily on clients in the not-for-profit and higher education spaces. Starting first as an auditor with an international firm, Jason now works with NFPs in an advisory function focused on technical and complex accounting at Cherry Bekaert. He has worked with a wide variety of NFPs, including arts & culture, private schools, public charities, and foundations among others. Prior to becoming an accountant, Jason taught at North Carolina State University.

Heather Johnson

Heather is a nonprofit subject matter expert with over 25 years of accounting experience, predominately in public accounting. Heather leads teams performing accounting and consulting services, providing clients with expertise and superior service, including advisement on implementing new accounting standards, effective internal controls and best practices. Heather is dedicated to quality, timely delivery and client satisfaction, enabling organizations to thrive and advance their missions.

Sara Boehm

Sara joined Han Group in the summer of 2022, bringing over two decades of experience as a Certified Public Accountant, licensed in the Commonwealth of Virginia since 1999. She earned her Bachelor of Science in Accounting from the University of Virginia’s McIntire School of Commerce. Sara began her career as a staff auditor at Price Waterhouse LLP and later served as Finance Manager at Alice’s Kids, a nonprofit organization. At Han Group, she manages teams to provide outsourced accounting services to nonprofit clients, with a focus on fostering strong client relationships and delivering tailored advisory services.

Frederick Longwood

Frederick U. Longwood is a senior manager in the Firm’s Nonprofit Tax Department with over 25 years of experience working with a broad range of tax-exempt organizations including research and educational organizations, public charities, civic leagues, membership organizations, and private foundations.

Professional and Industry Experience

Fred has advised exempt organizations on a variety of issues including:

• Taxation of employee benefit plans: Planning and establishing qualified employee benefit plans. Review of nonqualified deferred compensation arrangements and supplemental executive retirement plan options under Sections 457(b) and 457(f), and analysis of the appropriate choice of plan.
• Intermediate sanctions: Assisted organizations in preparing rebuttable presumptions to support senior management in compensation and benefits, and payments to related organizations.
• Unrelated business income tax: Evaluation of the income tax impact on exempt organizations from such activities as debt financed rental income, advertising revenue, and various exploited exempt activities including insurance programs, merchandise sales, and the development of tax reduction strategies.
• Taxable subsidiaries: Experience with numerous exempt organization taxable subsidiaries engaged in a variety of activities from insurance programs to licensing revenues.

Speaking and Publication Experience

In addition to his exempt organization advisory and compliance expertise, Fred is actively involved as a speaker in the Firm’s ongoing educational series that is offered both to clients and to the entire nonprofit community. Fred was also a coauthor of the “Guide to the Newest IRS Form 990: Interpreting and Complying with the New Tax Reporting Requirements for Transparency and Accountability,” (published by ASAE).

Gery Ivanova

Gery Ivanova is a managing director in the Assurance Services division in CBIZ’s Washington, DC office. Gery serves nonprofit clients exclusively, overseeing audit and tax engagements and consulting on business, accounting, and tax issues. She has helped clients with the implementation of accounting systems (including the design of chart of accounts), consulted on federal grant compliance requirements, and provided guidance on unrelated business tax issues. She specializes in serving public charities, associations, and foundations. Her niches within the nonprofit industry include environmental, health, women and children, food and agriculture, and education. She has extensive experience with international nonprofits and NGOs.

Adi Rubin

Adi Rubin is a managing director in the Outsourced Accounting & CFO Services Group in CBIZ’s Washington, DC office. Her career in public accounting has spanned over 20 years and included several industries including real estate, professional services and nonprofits. Her practice focuses on enhancing organizations’ internal controls, compliance and efficiency through technology innovations and process improvement. She is passionate about understanding the underlying causes within an organization’s challenges in order to help structure solutions that are sustainable.

Trish Johnson

Trish Johnson is a senior financial leader with more than 20 years of experience in strategic planning, project management, and team development. She joined OCS in 2022 after serving as a consultant and interim CFO to not-for-profit organizations in the DC area from 2020 - 2022. Prior to that time, Trish served in the roles of CFO and Executive Vice President at National Association of Broadcasters (NAB) between 2017 – 2020 and various nonprofit accounting roles between 2010 – 2017, including Controller at WETA, a PBS member television station and Senior Director, Assistant Controller at Public Broadcasting Service (PBS). Trish has significant experience with financial system implementations, managing audit engagements, financial reporting, 990 tax filings, budgeting and forecasting, internal controls analysis, and process improvement. Trish earned a Master of Science in Accounting and a Graduate Certificate in Forensic Accounting from George Mason University and a Master of Education from the University of Mary Washington. She is a certified public accountant licensed in Virginia. Trish has been an adjunct professor at George Mason University since 2017, teaching budget and finance in the Master of Arts Management program and previously served as an adjunct professor at Northern Virginia Community College, from 2020 – 2022, teaching accounting.

Shelby Jackson

Shelby is a Certified Public Accountant licensed in the Commonwealth of Virginia. She earned a Bachelor of Science in Business Administration, majoring in Finance, from Old Dominion University as well as a Master of Arts in Administrative Management, majoring in Accounting, from Bowie State University. After gaining experience with a local not-for-profit focused audit and consulting firm and prior to joining OCS in 2021, Shelby was the Director of Finance at the Independent Insurance Agents and Brokers of America, supporting their collective organizations and overseeing all aspects of their accounting and finance operations. She streamlined their accounting operations through implementation of new accounting systems and the automation of several processes. During her time at OCS, Shelby has performed an accounting system needs assessment with a focus on process improvements and opportunities to integrate existing systems and has redesigned and optimized a credit card usage and payment system. In addition, Shelby has provided support to clients to ensure a smooth transition during a period of staff turnover by documenting processes of incumbent finance team staff members and transferring that knowledge to new employees. Shelby has completed the Senior Executive Leadership Program with the Greater Washington Society of CPAs as well as the AICPA Not-for-Profit Certificate Program II certification. Throughout her career, she has provided insight and guidance to several not-for-profit organizations in her role on various Boards and Committees.