This session is designed for nonprofit professionals seeking to enhance their understanding of the Uniform Guidance from two critical viewpoints - the financial team and the auditor. Attendees will gain a comprehensive understanding of how to navigate the regulatory framework effectively from the standpoint of those who prepare financial records and those who scrutinize them during a single audit.
This session will enable you to:
Who Will Benefit: CFO, COO, Controller, Assistant Controller, Accounting Manager, Grant Specialist, Compliance Officer, Auditor
Doug joined Marcum as a partner in November 2022 and serves as one of nine audit partners in the DC office who specializes in nonprofit auditing. Prior to joining Marcum, Doug was a Partner with RSM, servicing their audit and assurance practice where he helped numerous nonprofit clients with their audit needs. Doug has exclusively worked with nonprofit organizations for over 25 years, understanding the unique challenges they may face.
He spent most of his professional career as a Partner with Tate & Tryon where he helped their Firm grow from about 10 associates to over 150 professionals dedicated solely on
serving the nonprofit community. In addition to the services he provides to clients, Doug also spends time sharing his knowledge on relevant topics regarding nonprofit organizations at both national and local events.
Doug is a Certified Public Accountant licensed in the District of Columbia, Maryland, New York, Pennsylvania, and Virginia, as well as a certified management accountant and member of the AICPA and Greater Washington Society of CPAs. He currently sits on the Audit Committee for Susquehanna University and has served as a Board member for various nonprofit organizations. Doug graduated summa cum laude from Susquehanna University where he received his Bachelors of Science in Accounting.
Adi Rubin is a partner in Marcum’s Managed Accounting Services division. With over 20 years of accounting experience, she has centered her practice on supporting nonprofit organizations with their accounting and governance needs. She is responsible for month-end closings, financial analysis and reporting, 2 CFR 200 compliance, maintaining internal controls, managing cash flows, and overseeing staff. Her areas of focus include grant reporting and compliance, interim staffing, audit preparedness, policy assessment, and new technology implementation.
Adi previously worked at a boutique public accounting firm, assisting for-profit and nonprofit clients with their full accounting cycles, through financial statement and tax preparation. She worked with and volunteered for several nonprofits as treasurer and controller, where she established accounting systems, analyzed costs, improved the organizations’ work process, implemented internal controls, and trained staff on proper procedures. Additionally, Adi managed the full accounting process, including general ledger, month-end close, cost center allocations, balance sheet account reconciliations, and payroll.
Adi customizes solutions to her clients’ needs to ensure long-term, sustainable results. She manages her engagements with an emphasis on developing teams, to allow them to prioritize their mission.
Adi is a licensed CPA in Washington, DC and the state of California and is a member of the AICPA.
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