In an ever-changing economic and regulatory environment, nonprofit organizations are navigating new and evolving challenges.
From shifts in funding landscapes to increasing demands for transparency and efficiency, the need for resilient leadership and sound financial practices has never been greater.
Join our top nonprofit advisors for a panel discussion designed to provide nonprofit leaders with high-level insights and best practices to build financial resilience, navigate uncertainty, and prepare for the future.
This session will feature a structured discussion followed by Q&A. Due to time constraints, we cannot guarantee all pre-submitted questions will be answered during the webinar, but the submissions will guide the larger discussion and inform future Wegner CPAs content.
Panelists
Mitch Davis, CPA, Partner has experience working with a number of different tax-exempt organizations and specializes in performing financial statement and compliance audits and preparing tax returns for a variety of non-profit organizations. He is also a technical reviewer for nonprofit tax returns for the Wegner office in Milwaukee.
Melodi Bunting, CPA, CMA, CGMA, MBA, Senior Manager, Advisory Services returned to public accounting when she joined Wegner CPAs’ in 2014 after teaching in higher education, consulting with not-for-profits, and preparing consolidations and international reporting for a retailer. While at Wegner she has been developing and teaching a variety of internal and external training opportunities as well as working with the audit team performing audits, reviews and advisory services.
Amanda VanNatta, CPA, Senior Manager has experience serving a variety of clients including unions, publicly supported organizations, advocacy organizations, PACs and government grant funded organizations. She is passionate about advising organizations about how to be and stay tax exempt. She also has extensive experience representing organizations in IRS audits with unrelated business income issues and applying for exempt status.
David Odahl, CPA, Senior Manager oversees the firm’s quality control function and continues to serve Wegner CPAs’ clients, both external and internal. David’s primary duties include reviewing work performed on compilation, review, audit, and attestation engagements; performing research and consultation on accounting and auditing issues; developing processes for complying with professional standards; and providing training, both internally and externally, on these and other matters.
Carrie Shefchik, CNA, Senior Manager has experience providing controllership and CFO services to both for and not for profit organizations. She prides herself on her ability to create strong relationship driven service for her clients. She specializes in the following: outsourced accounting, controllership, and CFO services.
