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Megan Allen
Chief Executive Officer, New York Council of Nonprofits (NYCON), Boardstrong
Megan Allen is CEO of the New York Council of Nonprofits, Inc. (NYCON), a nonprofit organization working to develop and promote an effective and vibrant charitable community throughout New York State. With more than 3,000 members, NYCON empowers nonprofits through education, capacity building support, advocacy and more. Megan also serves as CEO of Board Strong, Inc., a NYCON affiliate that helps nonprofit organizations achieve the highest standards of board leadership, governance and oversight.
Prior to joining NYCON and BoardStrong in 2022, Megan founded and led a grant-writing service at Capital Region BOCES that helped nonprofits, school districts, BOCES and municipalities statewide realize more than $105 million in funding. In the past 20 years Megan has also worked in communications and development for nonprofit organizations and led two non-profit boards. Today she is a board member for the Capital District Women’s Employment & Resource Center.
Since joining NYCON in 2022, Megan has worked to strengthen the organization’s day-to-day operations and expand on its reputation as a leader in the nonprofit sector. Following a Member Outreach Tour that saw Megan meeting with members from across the state in 2022, she has focused in 2023 on implementing the feedback received to expand services. Including, she has also built on NYCON’s previous advocacy efforts, releasing the first annual State of the Sector report in early 2023. Diversifying NYCON’s funding sources, including strengthening existing funder relationships while building new ones has also been a focus. “I remain thrilled to be at NYCON, working with a wonderful staff and board to help support all of the amazing nonprofit organizations in New York State. I can’t wait to see what the year(s) ahead bring!”
Peter M. Andrew, CPIA
President & CEO, Council Services Plus
Mr. Andrew is President and CEO of Council Services Plus (CS Plus), an insurance brokerage headquartered in New York State. Mr. Andrew has more than 25 years of experience in the insurance industry and currently holds licenses for Life, Health, Property and Casualty. He is also a Certified Professional Insurance Agent (CPIA) designation holder.
He is a frequent speaker on issues such as employee benefits and risk management. He has contributed to, and been quoted on, nonprofit insurance issues in The Chronicle of Philanthropy, the Nonprofit Risk Management Center's e-newsletter, and Guidestar's e-newsletter. In addition, Peter has provided trainings to New York State Society of CPA's, The National Council of Nonprofits and the NYS Attorney General's Charites Bureau.
Peter previously served on the Board of Directors of Good Causes, a nonprofit that supports and promotes affordable and comprehensive insurance for New York Nonprofits. Previously, served as President of the Nonprofit Risk Management Center based in Leesburg, VA, is a past President of the Northeastern New York Chapter of the National Association of Health Underwriters {NAHU) and served on the board of directors of the NYS Association of Health Underwriters (NYSAHU).
David S. Birdsell, Ph.D.
Provost and Senior V.P. for Academic Affairs, Kean University
David S. Birdsell is Provost and Senior Vice President for Academic Affairs at Kean University. As Kean's Chief Academic Officer, David is responsible for all faculty and academic programs at the University. Prior to his appointment at Kean, David was Dean of the Marxe School of Public and International Affairs at Baruch College/CUNY. He serves on the board of the New York Council of Nonprofits and chairs the board of BoardStrong, Inc. He is an elected Fellow of the National Academy of Public Administration. An expert on communication and public administration, David is a regular commentator on politics and policy for print and television. He holds bachelors and masters degrees from the University of Virginia and his doctorate in Public Communication from the University of Maryland.
Allan M. Blum, CPA
Partner, FORVIS
Allan brings more than 30 years of experience to the clients he serves, providing a wide range of audit and accounting transaction services. He works with a variety of entities within the nonprofit and health care industries and has spent most of his time working with IDD agencies and managed long term care organizations.
Allan currently is working with the AICPA Health Care Expert Panel and the NYSSCPAs on updating cost report opinions for the new audit standards. He is also a member of the American Institute of CPAs and New York State Society of Certified Public Accountants (NYSSCPA), where he is a former chair of the nonprofit organizations committee.
A regular speaker, Allan has presented for NYSSCPA, the New Jersey Society of Certified Public Accountants and the Connecticut Society of CPAs. Topics have included mergers and acquisitions, fair value measurements, endowments, related party disclosures and general accounting and auditing updates for nonprofit organizations.
Rachel DeMatteo, CPA
Director, Your Part-Time Controller, LLC
Rachel DeMatteo is the Director and Market Leader for Your Part-Time Controller, LLC’s New York office. With 18 years of experience working with nonprofits, she has served across all sectors and is the leader of YPTC’s foundations specialization. Rachel is a CPA and earned her Bachelor of Science degree from University of Pittsburgh, where she graduated summa cum laude.
Rachel is an active member of the NYSSCPAs’s Not-for-Profit Organizations committee and serves as Treasurer for Colt Coeur Theater Company.
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www.yptc.com
Allen L. Fetterman, CPA, MBA
Allen L. Fetterman, CPA, MBA lectures extensively on not-for-profit accounting, auditing, federal single audits, tax-exempt issues and governance. He speaks at conferences, seminars and webcasts throughout the country. Allen was an assistant professor of accounting at a local college and a guest lecturer at Yale University and New York University. He was a member of the Faculty Bank of the Foundation for Accounting Education (FAE). He is a past recipient of both the AICPA's and the FAE's Outstanding Discussion Leader Award. He has written articles published in national accounting periodicals in the United States and Israel on accounting and taxes for not-for-profit entities.
Allen served on the American Institute of CPAs Not-for-Profit Organizations Committee, Not-for-Profit Audit and Accounting Guide Task Force and Joint Trial Board. He chaired the New York State Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit, and Quality Controls Committees and the AICPA Joint Trial Board. He also served as Vice-President of the New York State Society of CPAs and as a Trustee of the Foundation for Accounting Education.
Allen retired in 2003 from Loeb & Troper, where he spent thirty-six years serving not-for-profit entities as an auditor and consultant, the last twenty-five years as a partner. In addition to his client responsibilities, he was the partner in charge of the firm’s quality controls and technical resources.
Allen received his BBA in Accounting from The City College of New York in 1968 and his MBA in Accounting from the Bernard M. Baruch College in 1972. He was elected to Beta Gamma Sigma, the national honorary society in business. He received his CPA certificate in 1973 and is a member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.
Allen has served on the governing boards of not-for-profit organizations, including positions as President, Treasurer and Chair of the Audit Committee and the Finance Committee.
Allen and Mimi, his wife of 53 years, live in West Nyack, New York. They have two sons and four grandchildren.
Eleanor (Ellie) Hume, CPA
Regional Director, Your Part-Time Controller, LLC
Ellie Hume is the YPTC’s North/Northeast Regional Director and provides support to several physical offices in the region while also seeking out new opportunities to open additional YPTC offices across the country. Ms. Hume has been working with non-profit and governmental organizations to build stronger accounting departments for more than 20 years and takes pride in helping nonprofits reach financial management nirvana through best accounting practices and strong fiscal governance.
Ellie lives in Long Island, NY with her husband and is an active member of the NYSSCPA, the AICPA and serves on the NYSSCPA’s Not-for-Profit Organizations, CFO, and Diversity and Inclusion Committees and has become a frequent speaker with many NY based nonprofit focused organization such as NYN Media, Nonprofit New York, Philanthropy New York, NYCON and NYSSCPA/FAE. Ms. Hume has also appeared on several of YPTC’s national webinars as well as numerous episodes of The Nonprofit Show. She sits on the Board and is a member of the Finance Committee for BoardStrong, a nonprofit dedicated to developing strong, effective boards, as well as providing a nationwide matching platform connecting nonprofit boards and individuals who wish to serve.
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www.yptc.com
John Kuznia, CPA, SPHR, SHRM-SCP
Owner and Principal Consultant, Truman Solutions
John T. Kuznia is Truman Solutions’ owner and principal consultant. He has over 35 years experience in business administration as a CFO and HR Director, with the last 20 years working primarily in the nonprofit sector. As a consultant, he has assisted dozens of companies by filling interim leadership roles, managing transformative projects, or providing ongoing support of the organization’s financial or human resources functions. He earned his CPA while working for PricewaterhouseCoopers in Albany, and is certified as a Sr. Professional in Human Resources (SPHR), and a SHRM-SCP.
John also taught as an adjunct instructor in Human Resource Management at the Sage Graduate School, and as a guest lecturer at UAlbany. He is a member of the Society for Human Resource Management and the Capital Region Human Resource Association. He also serves as the Executive Vice President of the Board of Directors of CAPTAIN/CHS, a local human services agency.
http://trumansolutions.com/home.html
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David M. Rottkamp, CPA
Partner, Nonprofit Practice Leader, Grassi Advisors and Accountants
David M. Rottkamp, CPA, is an Audit Partner, Not-for-Profit Practice Leader, at Grassi. David has over 35 years of experience providing audit and advisory services to the not-for-profit and health care industries. David focuses on organizations serving individuals with special needs, religious organizations, educational institutions, membership associations, social service providers, healthcare providers, foundations, and the arts and culture world. David’s technical knowledge allows him to provide specific services, including Single Audits/Uniform Guidance compliance audits and retirement plan audits.
Since beginning his career, David has advised some of the area’s most successful not-for-profit and health care organizations in areas such as: financial reporting systems, implementation of new FASB accounting standard updates, IRS Form 990 guidelines, sustainability and succession planning, internal control reviews, developing financial forecasts, and providing quality board education and governance advice. Through his focus on education and board awareness, he has improved the internal structure for many of his clients, demonstrating his industry leadership.
David is an active member of the New York State Society of CPAs (NYSSCPA), where he is a previous Chair of the Not-for-Profit Committee and several of its subcommittees, including government funding sources and cost reporting updates. David also chaired the statewide Not-for-Profit Conference for the NYSSCPA for four years. David is the chair of a NYSSCPA subcommittee, working with the New York State Consolidated Fiscal Reporting Interagency Committee, collaborating with NYS officials on possible revisions to Appendix AA, “Audit Guidelines” of the CFR instructional manual and the instruction manual itself.
An authority in the industry, David has presented on a variety of topics relating to organizations funded by Federal and New York State governments, including government grants and contracts, Medicaid, Medicare and other third-party insurance, and others funded with private funding and contributions. David has conducted educational seminars for clients, accounting industry groups, and Not-for-Profit member organizations.
He has presented to the Financial Managers Association (FMA) for over 25 years, Interagency Council of Developmental Disabilities Agencies, Inc. (IAC), the New York State Society of CPAs Foundation for Accounting Education (FAE), the American Institute of Certified Public Accountant (AICPA) and the New York Council of Nonprofits (NYCON) at their annual Camp Finance. David is also an adjunct professor at New York University (NYU) in Manhattan. Within Grassi, David leads internal education sessions, webinars and writes articles in the firm’s external newsletter relating to the not-for-profit and health care industries.
To give back to the industry in which he serves, David is on the board and serves as Chair of the National Multiple Sclerosis Society – Greater New York City/Long Island Chapter, and serves on several of its committees. Beyond his local work, David is a member of the National Board of Directors of the National Multiple Sclerosis Society, is a member of the finance committee and is immediate past chair of National’s audit committee, having a unique and even broader impact on the organization’s well-being. David is a member of the board of directors of NYCON, a membership organization that services over 3,100 NFP members throughout New York State. David is also on the board of BoardStrong, Inc. He is also a member of the AICPA.
David is a graduate from Pace University, with a BBA in
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www.grassicpas.com
