Not-for-Profit Conference

Adam Abplanalp has been a Certified Public Accountant since 2010, and since 2015 has served as founder and Managing Principal of Cobalt, P.C., a real estate-focused CPA firm located in Portland. Adam's practice focuses on providing world-class tax, accounting, and advisory services real estate owners, investors, managers, brokers, and developers, and Adam is also a licensed real estate Principal Broker (Oregon) and Managing Broker (Washington). Adam has been an OSCPA member since 2010.

(5/6/22)

Marley Masser is a member of Barran Liebman's employment advice, litigation, and higher education practices. An avid researcher and writer, Marley prides herself on developing practical solutions to complex legal issues facing public and private employers alike.

Prior to joining Barran Liebman, Marley served as a Judicial Extern to the Honorable Chief Judge Marco A. Hernndez of the U.S. District Court for the District of Oregon and as a Law Clerk for Clackamas County's Office of County Counsel. In addition to her passion for employment law, Marley enjoys matters involving constitutional law, public health law and policy, business law, and the development of corporate governance and social responsibility initiatives.

Marley earned her J.D. with a Certificate in Business Law from Lewis & Clark Law School. As a law student, she served as the President of Lewis & Clark's Labor & Employment Law Society, Associate Editor for Animal Law Review, and as a Peer Mentor for other law students. As a member of her school's moot court team, Marley won first place in three out of four competitions, advanced to the regional semi-finals, and was awarded as the 2020 Best Oral Advocate during her 1L year. Most recently, she received Lewis & Clark Law School's 2021-2022 Pro Bono Honors Award for her community service.

Before pursuing her legal career, Marley received her B.A., cum laude, in Religious Studies from Cal Poly Humboldt, during which time she studied abroad in Bangalore, India. When not buried in a good book, Marley enjoys traveling internationally with her partner, painting, and experimenting with new recipes to share with family and friends.

Kevin McAdams has a finance degree from the University of Oregon, an MBA – Accounting emphasis from Santa Clara University, and is a Certified Management Accountant (CMA). Kevin is the current President of the Portland IMA (Institute of Management Accountants). Kevin was with Wayne-Dalton/Overhead Door for over 15 years starting as a Cost Accountant and moving up to Western Regional Controller covering 15 states. Kevin also worked with Knowledge Universe for 8 years as Senior Director of Finance and Business Development and lead efforts in building a $150M corporate childcare business segment that was ultimately sold to private equity.
  
For the last 4 years, Kevin has been at De Paul Treatment Centers where he led efforts to turnaround a 60-year-old nonprofit from bankruptcy to financial and operational long -term viability, and is currently expanding service footprint to additional facilities.

(9/10/20)

Gary McGee, CPA, is the founder and managing partner of Gary McGee & Co., a highly specialized independent accounting firm based in Portland, Oregon that works exclusively with nonprofit, tax-exempt organizations, and their donors.  Formed in 1992, the firm provides audit, tax, accounting and advisory services to nonprofit clients throughout the U.S. and to many of Oregon's best known and most respected public and private tax-exempt institutions.

Gary has worked in the tax-exempt community for more than thirty years and represents a broad range of nonprofit organizations including private foundations, charities, U.S. affiliates of foreign charities, associations, and organizations interested in public policy.

Gary studied philosophy and the humanities at Portland State University, and received training as a classical musician at The Juilliard School and at the Institut de Hautes Etudes, St. Moritz, Switzerland, receiving M.M. and B.M. degrees from Juilliard in 1975 and 1974. His formal accounting education was taken at the Lubin Graduate School of Business at Pace University, New York, where he received an M.S. degree in accounting, summa cum laude, in 1985.  He is a member of the American Institute of Certified Public Accountants, the Oregon Society of Certified Public Accountants, and the New York State Society of Certified Public Accountants.

(12/1/21)

John Mitchell received his B.A. degree from Williams College and his M.S. and Ph.D. degrees from the University of Oregon. He is a fellow of the College of Arts and Sciences at the University of Oregon and a member of Phi Beta Kappa. He was a professor of economics at Boise State University for 13 years, before joining U.S. Bancorp in July of 1983. He was Chief Economist of U.S. Bancorp until July of 1998 and served as Economist Western Region for US Bank until July of 2007. He wrote US. Bancorp's regional publications including the Update, The Business Barometer, Northwest Portrait, and US Territorys and was a columnist for Oregon Business Magazine. He wrote Sterling Bank's economic newsletter from 2007 to 2012. He currently speaks to conventions and business groups around the nation. He was a business analyst for KPTV in Portland. He has been making economic presentations on the nation and the region for more than 47 years.

John was a member of the Western Blue Chip Forecast Panel, the ABA's Panel of Economists and is a Trustee of the Aquila Tax Free Trust of Oregon, and a Board member of Northwest Bank. John was Chairman of the Oregon Council of Economic Advisors from 1992 to 1998 and a member from 1984 to 1998. He was Chairman of Governor Kitzhaber's Tax Review Technical Advisory Committee.

John and his wife, Carol, live in Coeur d' Alene, Idaho. He enjoys biking, railroading, sea kayaking, and his granddaughters.

(11/19/20)

Tonya Moffitt, CPA is a Partner of Merina+Co where she performs and manages governmental audits. She is the co-chair of the Accounting Standards Review Committee for the Oregon Municipal Finance Officers Association, OSCPA Governmental Accounting and Auditing Strategic Committee and a reviewer for the Government Finance Officers Association Certificate of Excellence in Financial Reporting awards program.

She teaches various continuing professional education classes to Certified Public Accountants, industry professionals, and students for the Association of International Certified Professional Accountants (AICPA), Oregon Society of Certified Public Accountants (OSCPA), Oregon Government Finance Officers Association (OGFOA) and various others.

(7/7/20)

Christian Perrier specializes in helping people with their technology so that they can achieve success in their business. He has spent the last 15 years working with organizations to allow them to harness the power of new technology while defending themselves against cyber-attack. As the Vice President of Technical Solutions at Fixed Fee IT, Christian oversees the security posture, policies, and management of a SOC II Type II audited organization and has experience with SEC, FINRA, HIPAA, PCI, SOC, and NIST compliance standards. He has a passion for helping people and organizations navigate the ever-changing world of cybersecurity and implementing solutions to keep themselves protected.

(1/14/21)

Rick Proulx (pronounced "Pru") joined Kern & Thompson, LLC in 2008, and became a Partner in 2009. Rick has over thirty-five years of experience in public accounting and private industry. His public accounting and auditing experience is extensive and includes nine years with large international CPA firms. Rick has provided professional services in a variety of industry settings encompassing construction, mortgage brokers, distribution, manufacturing, not-for-profit, governmental, hospitality, and healthcare. From 1993 to 1996, Rick served as a controller for a private contracting and water utility company. Rick is a member of the American Institute of Certified Public Accountants and the Oregon Society of Certified Public Accountants. Rick is a current member of the Oregon Society of CPAs Peer Review Committee. Rev. 9/2017

Troy Rector is a principal in the Not-for-Profit and Governmental Services Group at Clark Nuber and has spent his career serving Not-For-Profit and Governmental organizations. He serves community-based organizations including those receiving governmental grant assistance. Troy regularly advises and presents on Uniform Guidance related topics. He is the chair of the WSCPA's Governmental Audit & Accounting Committee and is a member of the AICPA's Government Audit Quality Center's Executive Committee.

(1/31/20)

In 2006, Suzanne Taylor joined Legacy Health as Director of Tax after 25 years in Public Accounting. She oversees all aspects of taxation for Legacy Health including tax-exempt filings (Form 990); taxable corporate filings; property tax exemption requests, tax filings and appeals; Washington Sales & Use and Business and Occupation Tax, pension plan and benefit issues and tax research.

In 2009, Suzanne added oversight of payroll for Legacy's 13,000 employees in Oregon and Washington. Recently, Suzanne just became responsible for accountants payable including 14 employees and over 260,000 invoices. Prior to joining Legacy Health, Suzanne was a Tax Partner with Moss Adams, LLP working with nonprofit and healthcare clients as well as estate planning clients. Prior to Moss Adams, she was with Yergen and Meyer and started her career at Arthur Andersen & Co.

Suzanne is active on the OSCPA Nonprofit Strategic Committee presenting Knowledge Network sessions and chairing the Membership and Recruitment subcommittee including the "What Matters Not-for-Profits" series. Suzanne completed a term on the OSCPA Board of Directors in 2013.

Suzanne is married to Steven Taylor, an attorney and professor. Steven and Suzanne are active in Retrouvaille – a peer ministry for hurting marriages. They have two children, Matthew and Theresa. In 2011, they welcomed their daughter-in-law, Julia and now have three grandchildren, Mason, Nolan and Max plus a girl on the way.

(7/9/20)