Join us for the next edition of our Higher Education Virtual Town Hall, an information exchange for higher education accounting and finance leaders. This is a great opportunity to stay updated on industry changes while connecting with peers. You’ll gain insight into:

• Department of Education recent lessons learned
• Clean Energy Tax Credit opportunities
• Name, image, and likeness (NIL) best practices and policies and lessons regarding IRS concepts of private benefit
• SCOTUS ruling, Fearless Fund case, and impact to policies, scholarship programs, and university foundations
• Budget lessons
• Executive compensation strategies
• AI in higher education

Please submit questions or topics of interest for our presenters in your RSVP form. If you have any questions regarding the event, please contact Keeva Arcala.

Melissa Harman, Partner, Higher Education National Practice Leader, Moss Adams

Melissa has practiced public accounting since 1998. She provides professional services to a wide variety of not-for-profit clients, primarily institutions of higher education, associations, and foundations. Along with providing accounting and consulting services, Melissa conducts a wide variety of audits, including federal compliance audits.

Lauren Haverlock, CPA, Partner, Moss Adams

Lauren has practiced public accounting since 2004. She provides compliance and consulting services for all types of exempt organizations, including public charities in the health care and higher education industries.

Lauren consults on a wide range of issues including public support planning, reasonable compensation best practices, tax impact of alternative investments, lobbying and political activities, unrelated business income tax planning, foreign activities, charity watchdog optimization, and tax-exempt bond compliance.

Lisa Todd, CPA, Partner, Employee Benefit Plan Services Practice Leader, Moss Adams

Lisa has over 20 years of experience as an auditor and business advisor in public accounting, serving both public and private clients in a variety of industries, including development stage companies, not-for-profit, real estate development and home building, and employee benefit plan audit services.

Lisa advises clients on how to appropriately address their unique accounting needs. She provides clients with consulting engagements, including operational effectiveness, the timely completion of audits, and communication regarding accounting.

Matt Parsons, CPA, Partner, Moss Adams

Matt has practiced public accounting since 2005. He serves various sectors within the not-for-profit and government industries. His clients include higher education institutions, foundations, child care development agencies, associations, hospitals, health clinics, health plans, and municipal entities.

Wendy Campos, CPA, Partner, Moss Adams

Wendy has worked in public accounting since 2000 and focuses primarily on tax-exempt organizations, including foundations, higher education institutions, hospitals, credit unions, trade associations, and other not-for-profit organizations. She’s a highly capable business advisor to her clients, providing compliance and consulting in a variety of areas.

Wendy is the firm’s tax leader for the government, not-for-profit, higher education, Tribal and gaming, and utilities industries.

Tammy Lohr-Schweitzer, CFE, ODCP, Director, Moss Adams

Tammy assesses operational performance for public sector organizations including state and local government, school districts, and higher education institutions. Her engagements are informed by rigorous analysis and employee engagement to evaluate operations, which may include the efficacy of existing organizational structure and resourcing strategies, enhancing workplace culture, identification of system needs, and streamlining processes.

Tammy focuses on key elements of each engagement to develop high-quality deliverables that address client needs and meet applicable professional standards.

Loren Den Herder, Managing Director, Moss Adams

Loren has provided business process and information technology consulting services since 1993. As the firm's leader of business intelligence (BI) and corporate performance management solutions, he delivers leading-edge technology solutions for clients. His experience spans enterprise solutions including finance, HR, operations, customer relations, and more.

Kim Eney, Partner, Loeb & Loeb

Kim advises philanthropists and tax-exempt organizations on tax matters integral to advancing their missions. Her clients include major private foundations; family offices and family foundations; company foundations; media, entertainment and sports organizations; scientific and medical research organizations; and churches and religious organizations, among other types of special-purpose organizations.

Kim assists private foundations in navigating the Chapter 42 excise tax regime applicable to their grant-making, investments, and operations, including the rules on self-dealing, taxable expenditures, international grant-making, excess business holdings, and qualifying distributions.