2022 Government and Nonprofit Section Midyear Meeting
Friday, March 11, 2022 Speakers
R. Scott Bell
Financial Report of the U.S. Government
11:30 am – 12:30 pm EST
Mr. Bell is currently a Senior Staff Accountant in the Department of the Treasury’s Office of the Fiscal Assistant Secretary, where he is among the team leads responsible for preparing the Financial Report of the U.S. Government and the related Citizen’s Guide, and is a featured speaker on the financial position and condition of the Federal Government.
Mr. Bell’s career in Federal financial management and policy spans more than 25 years in both the public and private sectors, including positions with the Office of Management and Budget, the Department of Health and Human Services, and the Small Business Administration. Mr. Bell, an MBA and Certified Government Financial Manager (CGFM), has served as the president of the Washington, DC Chapter, Vice President of the Capital Region, and Senior Vice President for the Association of Government Accountants. He earned a B.S. in Accounting from Washington and Lee University and an MBA from George Mason University. Mr. Bell is also Treasury’s voting member on the Federal Accounting Standards Advisory Board (FASAB).
Timothy F. Berger, Technical Advisor to the Director, Exempt Organizations and Government Entities at the Internal Revenue Service (Form 990 data)
GNP Big Data Panel
2:00 – 3:30 pm
Timothy F. Berger is the Technical Advisor to the Director, Exempt Organizations and Government Entities at the Internal Revenue Service. Tim joined the IRS as a tax law specialist in 2012, prior to which time he was in private practice as a tax lawyer in Washington, D.C. and Baltimore. Tim received his J.D. from the University of Maryland Carey School of Law and his B.A. from Brown University.
GNP Big Data Panel
2:00 pm – 3:30 pm EST
Karl Eiholzer is Director, Data Analytics for the Municipal Securities Rulemaking Board (MSRB), where he creates advanced analyses that inform MSRB staff and the public. He also plays a lead role in the execution of the MSRB’s comprehensive data strategy through which the MSRB will enhance data governance and data quality across its data collections.
Mr. Eiholzer has served numerous roles during his over 25 years at the MSRB. Prior to his current role he served as Director for Regulatory Products where his duties included coordinating data exchanges with financial regulators and providing direction for critical data systems including the MSRB Gateway system, the secure access point for all MSRB Market Transparency applications and the associated forms, and Regulator Web, a secure, password-protected website intended solely for the use of persons engaged in regulating transactions in municipal securities and municipal financial products.
Other roles since 2010 have included leadership of the design and launch of the re-engineered Real-Time Transaction Reporting System (RTRS), directing the launch of MyEMMA and Form A-12, and managing user support operations for the MSRB’s data programs, including the Electronic Municipal Market Access (EMMA®) website.
Mr. Eiholzer received a bachelor’s degree from the State University of New York at Albany.
Senior Policy Analyst, Reason Foundation
GNP Big Data Panel
2:00 pm – 3:30 pm EST
After a long career in the financial industry, including a senior director role at Moody's Analytics, Marc Joffe's research focuses on municipal finances, alternative asset investments, transportation policy and federal, state and local fiscal policy.
His financial research has been published by the California State Treasurer's Office, UC Berkeley, the Mercatus Center at George Mason University, California Policy Center, The Center for Municipal Finance, and the Macdonald-Laurier Institute among others.
Joffe is a regular contributor to The Orange County Register and his op-eds have also appeared in The Fiscal Times, Governing, National Review, The Hill, and The San Jose Mercury News.
He has an MBA from New York University and an MPA from San Francisco State University.
Research Fellow, Center for Government Contracting, GMU
The Center for Government Contracting at George Mason University’s School of Business has appointed Eric Lofgren as a Research Fellow to conduct research, writing, and lead initiatives on business, policy, regulatory, and other issues in government contracting.
Eric Lofgren is a researcher and podcaster specializing in government acquisition of major systems. He is a Research Fellow at The Center for Government Contracting at George Mason University. He manages the daily blog Acquisition Talk and produces a podcast with the same name where he speaks with leading experts in the field.
Before joining the Center for Government Contracting, Eric was the emergent ventures fellow at the Mercatus Center at George Mason University. Prior to that, he was a senior analyst at Technomics Inc., supporting cost estimates, policy development, and economic analyses for the Defense Department’s Cost Assessment and Program Evaluation office.
Dean Michael Mead
Assistant Director of Research and Technical Activities, GASB
9:30 am– 10:30 am EST
Dean Mead is Assistant Director of Research and Technical Activities at the Governmental Accounting Standards Board (GASB), and Coordinator of the Governmental Accounting Standards Advisory Council (GASAC). Dean is the author of the GASB’s User Guide Series and other plain-language communications and is the GASB’s principal liaison to the academic community and financial statement user organizations.
Dean was an adjunct member of the accounting faculty at Rutgers Business School, Rutgers University from 2008 to 2020. Prior to joining the GASB, he was assistant director of research at the Citizens Budget Commission and an adjunct professor at New York University’s Robert F. Wagner Graduate School of Public Service.
Dean is a graduate of Cornell University and pursued his doctoral studies at New York University. He is a Certified Government Financial Manager.
Accounting for Lost Revenues during COVID-19: Hospitals & Universities
10:30 am – 11:30 am EST
Amanda is a partner in KPMG’s Department of Professional Practice and in her role issues guidance to KPMG offices on not-for-profit accounting, performing audits under Government Auditing Standards, and performing Single Audits. She develops KPMG’s training on not-for-profit accounting and Single Audits and is a frequent instructor for KPMG courses. Amanda also is involved in drafting KPMG’s responses to the AICPA, FASB, FASAB, OMB, and GAO on proposed accounting and auditing literature. She serves as KPMG’s liaison to federal agencies on Single Audit issues and other compliance audits for federal agencies.
Amanda currently serves on and was the first chairman of the executive committee of the AICPA’s Governmental Audit Quality Center (GAQC) and is a task force member for the annual revision of the AICPA Audit Guide, Government Auditing Standards and Circular A-133 Audits. She is a reviewer of the annual OMB Compliance Supplement and serves on many informal task forces developing clarifications. Amanda served on the AICPA’s Auditing Standards Board task force responsible for developing SAS No. 117, Compliance Audits, and the AICPA task forces that addressed the implications of SAS Nos. 103, 112, and 115 on Single Audits. She served on the task forces established by the GAQC to respond to the Federal study on the quality of Single Audits. She assisted the AICPA and OMB in developing a roundtable between practitioners, GAO, OMB and federal agencies to discuss Single Audit issues, and is the moderator for these biannual events.
Amanda is a member of and the past chairman of the AICPA Expert Panel for not-for-profit organizations. During her time as chairman she oversaw the 2013 revision of the AICPA Audit and Accounting Guide, Not-for-Profit Organizations. She chaired the AICPA task force on alternative investments, which resulted in the Practice Aid, Alternative Investments – Audit Considerations. She has served on other AICPA task forces for accounting issues including various statements of positions and technical practice aids.
Taxation Without Representation: Not Just a Bumper Sticker
1:15 pm – 1:45 pm EST (GNP Lunch Speaker)
Kathleen (Kathy) Patterson, former 3-term D.C. Councilmember, became D.C. Auditor on December 15, 2014, after being nominated and confirmed unanimously by the D.C. Council. Patterson comes to ODCA after working for nearly eight years for the Pew Charitable Trusts, first as federal policy director for Pre-K Now, a 10-year Pew campaign that succeeded in doubling state investments in high-quality voluntary pre-k across the country, then as a director in Pew’s Government Relations department. Her work for Pew included outreach to federal and state policymakers on a wide range of public policy issues including performance budgeting, home visiting, dental care for children, election reform, and corrections reform.
Patterson was elected to the D.C. Council from Ward 3 in 1994, was re-elected in 1998 and 2002, and ran unsuccessfully for Council chairman in 2006. She chaired the committees on Government Operations, Judiciary, and Education, Recreation and Libraries. She was part of the leadership that brought the District out of financial crisis in the mid-90s and earned a reputation for effective oversight of executive branch agencies. Her major legislation included smoke-free D.C., the First Amendment Rights and Police Standards Act of 2004 governing policy practices handling demonstrations, school modernization, personnel reform, and authorization for public charter schools. Council reforms she initiated included the legislature’s annual performance hearings, authorization for special investigations, and a separate Council budget office.
Patterson is a former newspaper reporter including serving as a Washington correspondent for the Kansas City Star, and former communications director for the American Public Welfare Association. She holds a bachelor’s degree in journalism from Northwestern University and a master’s in English from Georgetown University.
Richard Fisher Chair & Institute Fellow, Cofounder, Tax Policy Center, Center on Nonprofits and Philanthropy & Project on Retirement Policy, The Urban Institute
Charitable Giving Patterns of the Wealthy
3:30 pm – 4:15 pm EST
Eugene Steuerle is an Institute fellow and the Richard B. Fisher chair at the Urban Institute. Among past positions, he was deputy assistant secretary of the US Department of the Treasury for Tax Analysis (1987–89), president of the National Tax Association (2001–02), codirector of the Urban-Brookings Tax Policy Center, chair of the 1999 Technical Panel advising Social Security on its methods and assumptions, and chair of the 2015–16 National Academy of Sciences Committee on Advancing the Power of Economic Evidence to Inform Investments in Children, Youth, and Families. Between 1984 and 1986, he was the economic coordinator and original organizer of the Treasury’s tax reform effort.
Steuerle is the author, coauthor, or coeditor of 18 books, including Dead Men Ruling, Nonprofits and Government (3rd edition), Contemporary US Tax Policy (2nd edition), and Advancing the Power of Economic Evidence to Inform Investments in Children, Youth, and Families.
He is a founder and chair emeritus of ACT for Alexandria, a community foundation, and is or has been an elected, appointed, advisory panel, or board member for the Congressional Budget Office, Comptroller General of the United States, the Joint Committee on Taxation, Venture Philanthropy Partners, and the National Center on Philanthropy and the Law (chair).
Steuerle received the first Bruce Davie–Albert Davis Public Service Award from the National Tax Association in 2005, distinguished or outstanding alumnus awards from the University of Dayton and St. Xavier High School, and the TIAA-CREF Paul Samuelson award for his book Dead Men Ruling.
(David) Ross Williford
Branch Manager for Data Operations, Office of the Chief Data Officer, Bureau of the Fiscal Service, Department of the Treasury
GNP Big Data Panel
2:00 pm – 3:30 pm EST
(David) Ross Williford entered the Bureau of the Fiscal Service as a Presidential Management Fellow in 2015 and converted to a permanent employee after completing all program requirements. Minus a sixth-month rotational stint at OMB’s Office of Federal Financial Management, he has been with Fiscal’s Office of Data Transparency ever since.
He has served in a variety of roles there, including as a subject matter expert on the schema/data model team, as the DATA Act Broker Product Owner and the USAspending.gov Product Owner (where he led a team of over 15 contractors), and most recently as branch manager for data operations, which oversees the operational infrastructure and data flow, data model, the DATA Act Broker, and the USAspending.gov Service Desk.
Across these roles, Ross has accrued years of practical experience with data analysis, data visualization, human-centered design, Agile methods, and stakeholder, supervisory, and project management. Prior to coming to the Fiscal Service, he obtained a Bachelor of Science with double majors in Mathematical Economics and History from Wake Forest University and later a Master of Arts in Political Science from Princeton University. He hails from Winston-Salem, North Carolina and currently lives in Arlington, Virginia.