Nonprofits First
Nonprofit Financial Management Network (NFMN) - Preparing for a Successful Audit
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The Nonprofit Financial Management Network (NFMN) invites you to join us at our upcoming Roundtable Discussion. Topics of discussion will include: Timing and scope of the audit, receivable/support schedule, prepaid expense schedule, fixed asset roll-forward, accrued expenses, net asset classification and tracking, and functional expense allocation.

4/23/2019
When: April 23, 2019
9:00 - 11:30 am
Where: Children's Services Council of Palm Beach County
2300 High Ridge Rd.
Boynton Beach 33426
United States
Presenter: Holyfield & Thomas, LLC - David J. Thomas, CPA; Elizabeth A. Stevens, CPA; Paul M. Bertoni
Contact: Shari J. Hanglan
(561) 214-7435


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This session is designed to inform small to medium sized non-profits about the independent audit process and help them plan and prepare for the engagement.  

 

Schedule:

9:00am - 9:50am                 Intro and Presentation

9:50am – 10:00am              Break

10:00am – 11:00am            Roundtable Discussion

 

 

Registration is FREE

 

 

ABOUT THE PRESENTERS


DAVID J. THOMAS, CPA - MANAGING PARTNER

David is the Managing Partner of Holyfield & Thomas, LLC, and brings his financial background and business-perspective as the lead partner on many of the firm’s audit, tax, and accounting engagements.  David leads the firm’s day-to-day operations and serves as a mentor for the firm’s professional staff.  He is active with many professional, civic, and non-profit organizations and serves on the board of several such organizations in the community. David and his family reside in Palm Beach Gardens.

 

 

 

ELIZABETH A. STEVENS, CPA - ENGAGEMENT AUDIT SUPERVISOR

Elizabeth “Beth” Stevens is an Audit Supervisor at Holyfield & Thomas, LLC. Prior to joining the firm in 2011, Elizabeth was an Audit Manager in the South Florida practice of a Big 4 accounting firm and was the Corporate Accountant of a national pathology diagnostics company. Elizabeth graduated from the University of Florida with her Bachelor of Accounting and from Florida Atlantic University with her Master of Accounting. She is a CPA in the State of Florida and a member of the AICPA and FICPA. Elizabeth was recognized as one of the FICPA’s Top 26 Under 36 and a FICPA Women to Watch nominee. Elizabeth has served in many not-for-profit leadership roles, including President of the Junior League of the Palm Beaches, and currently serves on the Quantum House Advisory Council.

 

 

 

PAUL M. BERTONI - AUDIT SUPERVISOR

Paul Bertoni joined the firm in 2008 and is currently a supervisor in the audit department.  With his comprehensive audit experience, Paul is a resource to the clients he serves by meeting the unique needs and challenges of the firm’s cornerstone industries, including not-for-profit, employee benefit plan, country club, small business, and religious organizations. Paul is a team leader for the training and professional development of the staff and senior auditors at Holyfield & Thomas, LLC. As a member of the firm’s industry knowledge team, Paul has presented to the not-for-profit community on industry relevant topics including FASB’s Accounting Standards Update (ASU) 2016-14, Presentation of Financial Statements of Not-for-Profit Entities, Audit Preparation, and Not-for-Profit Accounting Updates. A native of Canada, Paul graduated from Lake Superior State University with a degree in Business Administration with a concentration in Accounting and Finance. Prior to joining Holyfield & Thomas, LLC, Paul gained valuable audit and assurance experience while working for a national public accounting firm in Ontario. While working for the national firm, Paul was recognized awards on three separate occasions for outstanding audit work. 

 

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  • By registering for this or any Nonprofits First  event, you are giving your permission to have your voice recorded and/or photograph taken. You acknowledge that your participation is voluntary, and neither you nor your organization will receive compensation for the use of photographs, audio, and/or video.

 

 

 


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