Not-for-Profit Conference

Sarah Zelhart

Sarah Zelhart, CPA, CGMA, has served for more than 20 years in both corporate and not-for-profit environments. She currently serves as Director of Chapter Financial Support and Compliance for Make-A-Wish America supporting the 60 chapters nation-wide. Within these roles she has concentrated on internal controls, process improvement, mergers and acquisitions. With a continuing eye to determining and implementing best practices, she has dedicated her professional life to creating environments with transparent operations and strong governance. She volunteers with the Valley of the Sun United Way, as a Wish Granter and the Steering Committee for the Not for Profit Section of the ASCPA.

Deanna Peterson

Deanna Peterson, CPA, joined YPTC in 2019, where she leads the Phoenix market and serves clients in Arizona and New Mexico. Before leading the market, Deanna spent two years as a Client Manager and about one year as an Associate at the firm. Deanna earned both Bachelor of Arts in Accounting and Master of Professional Accounting Degrees from the University of Washington. She has over 20 years of accounting experience from a blend of Big 4 Accounting, nonprofit controllership, and nonprofit accounting consulting capacities. She is a frequent trainer and presenter, most recently for various nonprofit leadership conferences, such as AZ Impact for Good, Northern Arizona Nonprofit Leadership Summit, and United Way Western Regional Conference.

Amy O'Loughlin

Amy O’Loughlin is a director in the Phoenix office and has significant experience working with approximately 200 tax-exempt organizations on IRS compliance, multi-state issues, establishing tax-exempt status, and income, sales and payroll tax issues unique to tax-exempt clients. She sits on the CBIZ not-for-profit practice group steering and technical committees and has conducted training on a variety of not-for-profit topics for both internal and external audiences. Amy spends the majority of her time providing consulting and compliance services for tax-exempt filers. Internally, Amy is an active member of the CBIZ Women’s Advantage (CWA) Task Force and serves as a mentor for new tax associates.

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.

Bart Hawley

Bart is a Director in CLA’s Business Opportunity Assessment group and leads the System Selection practice. He has over 25 years management and consulting experience, helping international and domestic organizations, ranging in size from start-up to multi-divisional / multi-national. His expertise includes operational accounting, budgeting and forecasting as well as management reporting, cash management and treasury operations across various industries including telecom, SAAS, energy, healthcare and nonprofit association and foundations.

Bart has supported organizations with day-to-day financial management, process improvement, operational planning, and management reporting. He has provided process reviews and best practice recommendations for financial operations including management reporting, data warehousing and systems optimization. Bart has assessed operational efficiency and prepare cost analysis for senior management, allowing restructuring and cost savings.

Nate Allphin

Nate has 20 years of experience in the data and analytics world. His career started as a data analyst, and he quickly came to realize that organizing and enabling companies with data was his true passion.

After various stints at startup companies during his early career, he met his eventual business partner, Nathan McMurtrery, and they founded data warehousing and consulting company Xerva in 2014. Xerva was focused on helping companies that felt they were buried in data chaos. Their passion for organizing data and making it actionable, accessible, and accurate has served them well. In 2019, Xerva was acquired by Eide Bailly to help enhance the offering they could provide to the many clients that Eide Bailly serves. Nate has a Bachelor of Science in Business Information Systems from Brigham Young University.

In his spare time, he enjoys spending time with his family, gardening, fly-fishing and almost any outdoor activity.

Lisa Lumbard

Lisa B. Lumbard, CPA, CGFM, not-for-profit consultant and leadership trainer, founded Lumbard Consulting, LLC in 2018 to share with community impact leaders what she learned in over 35 years of working with boards and management while providing not-for-profit organizations and local governments with financial and program compliance audit services. Her most in-demand services are customized board trainings, governance and management problem solving, financial reporting guidance and assistance with building strong internal controls to support not-for-profit organizational growth.

After selling her audit firm, Lisa earned the Certificate for Nonprofit Board Consulting from BoardSource, the Executive Leadership Certification from the ASU Lodestar Center for Philanthropy and Nonprofit Innovation and the Interim Executives Academy certificate of completion from The Third Sector.

She began board service while in college, completed 11 years of service at the Arizona State Board of Accountancy in 2024, two years as board President, and still serves on boards and committees including:

-Arizona Society of CPAs not-for-profit conference committee, as chair multiple years -Valleywise Health Finance, Audit and Compliance Committee -Heard Museum, Audit Committee -Arizona Hispanic Chamber of Commerce, Audit Committee -AZ Impact for Good, Public Policy Council vice-chair, subject expert, Business on Board trainer and curriculum advisor -Unity of Phoenix Board of Trustees, Former President, and returning Treasurer

Lisa is passionate about the importance, empowerment and success of not-for-profit leaders as they play their critical role in our nation.