Webcast: Not-for-Profit Conference

Brent Warner

Brent is a signing director in CLA’s Value and Risk Services practice. Brent has over 23 years of internal audit experience, including internal audit co-sourcing and out-sourcing, Sarbanes-Oxley implementation and testing, FDICIA consulting, enterprise-wide risk assessments, enterprise risk management, COSO framework implementation internal controls reviews, process reviews, and internal audit quality assessment reviews for clients in industries such as financial services, manufacturing and distribution, health care, not-for-profit, insurance and state and local government.

Prior to joining CLA, Brent spent over 10 years in internal audit for a Fortune 100 health insurance organization and a publicly-traded bank holding company.

Brent has presented on internal controls in finance environments, cloud computing and information technology, quality assessment reviews, internal audit and enterprise risk management to various professional organizations throughout the country.

Jacob Taylor

Jacob is a manager in CLA’s Value and Risk Services practice. Jake has more than 15 years of professional experience providing internal audit (business process and IT), Sarbanes-Oxley implementation and program management, SOC, and risk assessment services for clients in manufacturing and distribution, healthcare, financial services, technology, real estate, government/ non-profit, and hospitality industries.

Prior to joining CLA, Jake worked in Big 4 public accounting, Fortune 500 companies, and a family-owned pharmaceutical company, including leadership roles in Finance & Accounting.

Jake has led training for internal CLA teams on various topics including internal audit and Sarbanes-Oxley. Additionally, he has presented on the importance of understanding risk when managing a business and led clients through fraud awareness and risk training.

Mario Aniles

Mario L. Aniles is the Principal at Aniles and Company, PLLC, one of the few minority owned Certified Public Accounting firms in the state. Aniles started his career at Amerco/Uhaul as a founding team member of SAC Holdings, a real estate investment holdings subsidiary. Aniles later joined Chicanos Por La Causa, Inc. one of the largest Latino Community Development Corporations in the country, where he led the finance department during the organization’s national expansion and budget growth exceeding $100 million. Aniles worked with the Housing Authority and led the financial transition to redevelop $130 million in new affordable housing throughout Maricopa county and has helped establish and grow multiple non profits. Aniles works with small to large non profits and for profits in the areas of accounting, assurance, compliance, and financial strategy.

Brenda Blunt

Brenda A. Blunt has over 30 years of experience providing services to tax-exempt entities, closely-held business and their stakeholders. She provides income tax compliance and planning for individuals, corporations, partnerships and tax-exempt entities and represents clients before the Internal Revenue Service and state taxation authorities. Tax-exempts and their related entities comprise approximately 90% of her clients. She helps these clients, in particular, comply with and plan for sales, payroll and property taxes; consults with them regarding the tax and accounting impact of multiple-entity structures; helps with international tax issues; works with them to establish or reinstate their status as tax-exempt and helps them plan for the tax aspects of unrelated business income and executive retirement. Blunt is a frequent teacher nationally, locally and at the organization level on topics that include health care reform, board responsibilities, tax compliance, strategic planning, and financial management principles for nonprofits. Blunt currently represents almost 200 nonprofit organizations ranging in size from formation-stage organizations to multi-million organizations with international reach. Her client base includes public charities, private foundations, trade associations, social welfare organizations, cooperatives and unions. She is passionate about working with organizations in the nonprofit sector, in no small part because of their passion to make the world she lives in a better place.

Brittney Williams

Brittney Williams, CPA, CGFM is a Partner for the public accounting firm HeinfeldMeech where she is involved with developing and monitoring the Quality Control policies and procedures for the firm. She currently manages audit services for municipalities, school districts, transportation authorities and non-profits out of their Phoenix office. Brittney speaks frequently for HeinfeldMeech, several State CPA societies and AICPA Conferences on topics including GASB pronouncements, auditing standards, Government Auditing Standards and Single Audits. She has worked in the single audit environment for 18 years and has assisted clients and other professionals with single audit implementation matters. Brittney is also a peer reviewer of firms enrolled in the AICPA Peer Review Program and is currently serving on the AGA Financial Management Standards Board and the AICPA Technical Issues Committee.

Karen Lord

Karen is a Senior Manager with Baker Tilly specializing in not-for-profits organizations. Karen has over 15 years of experience in public accounting and 10 years of experience in the private sector working as the Director of Finance for a local not-for-profit organization. She is skilled in performing attest services, including audits and reviews, and preparing both financial statements and various tax filings. Karen is a member of the AICPA and ASCPA. Outside of work, she enjoys spending time with her family, cooking, hiking, volunteering, and a great game of cards.

Daniel Hurtado

Daniel is a Certified Public Accountant (CPA), CISSP, CISA, CCSK, ISO 27001, ISO 9001 & CSA STAR Lead Auditor with over 20+ years of experience performing IT and SOC 1, 2, 3 audits and related data security assessments. Trusted multilingual (Spanish) advisor to organizations requiring multi-framework and complex IT audits, risk assessments, and technology security programs within startups and Fortune 50 Global Organizations across multiple industries.

Deborah Bond

Deb is President of the ISSA Phoenix Chapter. One of her goals is to extend the reach of the Information Systems Security Association to all cybersecurity professionals in the Phoenix Metropolitan Area. Deb believes people should be more aware of where their information is going and who has access to it. All the entities you interact with (dry cleaners, grocers, etc….) have your information. Who is helping them better protect it? As we have seen, criminals are moving beyond basic data theft and are exploiting more sophisticated methods to steal data.

Colette Kamps

As head of the Nonprofit team in Arizona, Colette Kamps works exclusively with the nonprofit industry handling audits, reviews, compilations, consulting, and nonprofit tax returns. She serves many types of nonprofit organizations such as health care, social services, arts and cultural, membership associations, schools, foundations, and religious organizations, as well as clients requiring Single Audits. Kamps has worked in public accounting and with nonprofit organizations for over 25 years. She serves as the Audit Committee Chair for the Arizona Society of CPA’s, as well as on the audit committees for Arizona Cactus-Pine Girl Scouts and Free Arts of Arizona.