Nonprofit Conference

Jim Klocke

Jim Klocke is the CEO of the Massachusetts Nonprofit Network (MNN) where he provides advocacy, capacity-building and public awareness services for nonprofits across the state. Prior to this role, Klocke served as executive vice president of the Greater Boston Chamber of Commerce.

Alex Romero

With nearly two decades of expertise in governmental and nonprofit accounting, Alex helps facilitate the development of governmental training programs for Galasso Learning Solutions. Her engaging presentation style, passion for connecting with attendees, and ability to make complex topics accessible have made her a sought-after educator in the field.

Prior to joining GLS, Alex worked for several governmental entities, served as an auditor for a public accounting firm, and earned both a Bachelor’s and Master’s degree in Accounting from Colorado State University. Her contributions to the accounting field have been widely recognized, including being named one of the Top 50 Women in Accounting (2022, 2023) and receiving the AICPA’s Outstanding Young CPA Award in 2022.

Alex serves on AICPA Council and is a member of the Governmental Performance Accountability Committee. She previously served on the Emerging Professional Initiative Committee of the AICPA. She is currently serving as the Vice President of the Educational Foundation Board of Trustees for the Colorado Society of CPAs and is a member of their Young Professional Council. Alex loves Disney and running so in January 2024, she completed the 48.6 mile Dopey Challenge at Walt Disney World!

George Zoglio

After nearly a decade as a contracted 20-20 Services instructor, George joined the management team in the newly created role of Director of Client Accounting & Advisory Services (CAAS) and Professional Development training. In addition to his instructor responsibilities, George is heavily involved in program and business development.

Always known as a “people person,” George brings twenty-five plus years’ experience in the fields of accounting, auditing, budgeting, reporting, financial planning and analysis and taxation. He most recently was the principal of his own consulting firm, Zoglio Financial Management Solutions, where he provided outsourced CFO and controller services. His unique set of skills, knowledge, and expertise – combined with a passion for interpersonal skills as well as continual learning and development – is the perfect match for his role.

A resident of Boston, MA, he is a graduate of Bryant University, receiving both a BS in Accounting as well as an MBA in Management. He is a member of the AICPA and the Massachusetts Society of CPA.

Jeffrey Mechanick

Jeff Mechanick is the assistant director for nonpublic entities at the Financial Accounting Standards Board (FASB) where he provides strategic and technical oversight of all activities involving nonprofit organizations and private companies. In addition, he chairs the FASB’s Nonprofit Advisory Committee, oversees support of the Private Company Council and participates in some of the FASB’s broader outreach activities. Mechanick is also a member of the Technical Advisory Group, the International Financial Reporting for Nonprofit Organizations initiative (#IFR4NPO) and the overall lead staff member for the Blue-Ribbon Panel on Standard Setting for Private Companies and the FASB/IASB Financial Crisis Advisory Group.

John Rich Jr.

John advises clients regarding compliance with ERISA, the Internal Revenue Code, COBRA, HIPAA and other complex federal laws applicable to employee benefit plans. He frequently represents clients before the IRS and United States Department of Labor in audits and investigations and represents clients in litigation involving employee benefit plans. John provides advice to employers regarding all forms of executive compensation and health and welfare plans. John also advises executives concerning stock options, compensation issues and estate planning involving IRAs and retirement benefits. John received his J.D. from Boston University School of Law (1989) and his B.A. from Dartmouth College (1984).

Richard Cole

Richard (Rick) Cole, CPA, has more than 25 years of experience serving nonprofit organizations. He is the New York Market industry leader for nonprofit and education, where he focuses on audits and advisory services, and a member of FORVIS Higher Education Center of Excellence, an internal committee that addresses issues important to the higher education industry. Prior to joining the firm in 2019, he worked at the Financial Accounting Standards Board (FASB), where he served as a supervising project manager for almost six years and was coordinator for FASB’s Not-for-Profit Advisory Committee and Private Company Council. Cole was also vice president and controller at a large national museum in New York for seven years and a senior manager with a large international accounting firm where he worked for 14 years. He’s a member of the AICPA’s Not-for-Profit Entities Expert Panel, a lecturer at Columbia University School of Professional Studies and a frequent speaker with the National Association of College and University Business Officers (NACUBO), the AICPA and various state CPA societies.

Jennifer Louis

Jennifer Louis, CPA, has more than 14 years of experience in designing and instructing high-quality training programs. In 2003 she joined Emergent Solutions Group, LLC, a consortium of professionals serving organizations on a project- or part-time basis to create a division dedicated to training services. Prior to her role at Emergent Solutions Group, LLC, Louis served as executive vice president and director of training services at AuditWatch, Inc., a premier training and consulting firm serving the audit profession and was a financial/operational audit manager at AARP and an audit manager at Deloitte LLP, where she was an instructor for the firm’s national “Train the Trainers” program.