Six decades, one overriding

focus: our clients

Founded in 1953, Green Hasson Janks is an independent accounting and
business advisory firm located on the west side of Los Angeles. Collaboration
and maintaining strong relationships are the cornerstones of success.

• Named “Beyond the Top 100: Firms to Watch” and “Top Firms: West” in
the 2014, 2015, 2016 and 2017 Accounting Today Top 100 Firms
• Named a “Best of the Best” firm and “Beyond the IPA 100 Firm” by Inside
Public Accounting
• Named a “Fastest-Growing” firm twice in Beyond the IPA 100 rankings
• Ranked 17th largest CPA firm in Los Angeles County
• Ranked 121st largest accounting firm in the nation by Inside Public
Accounting

Vision
At Green Hasson Janks, we foster a flexible, entrepreneurial environment so
our people achieve their personal and professional goals.

Our success is driven by retaining the best, diverse talent. We invest in our
The GHJ Why
people and technology to deepen firm expertise and fuel sustainable growth. At Green Hasson Janks, we
We partner with our clients locally and globally to deliver innovative solutions. help our people and clients
pursue their passions, build
WE TRANSFORM VISION INTO REALITY BY SERVING: thriving businesses, and create
• Organizations that improve our world a better future.
• Media companies that capture our imagination
• Businesses that enhance our health and wellness
• Food and beverage companies that nourish us

Contact Us
10990 Wilshire Boulevard, 16th Floor
Los Angeles, CA 90024
www.greenhassonjanks.com Core Values
310.873.1600
• Act as one firm
• Keep our commitments
• Grow great people
• Encourage new ideas
2017
Nonprofit
Conference
#GHJNonprofit2017
Continue the conversation on social media!
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September 14, 2017

 Serving the Nonprofit Community,
is not just what we do,

Nonprofits ...it is who we are.

Our Nonprofit Practice serves organizations by providing personalized
and tailored services in the areas of assurance and advisory, taxes
and business consulting. While we serve a variety of industries,
including the food and beverage and entertainment and media
sectors, we have a specialized team dedicated to public charities and
private foundations.

Our Firm also supports the community and nonprofit organizations

through donations of both time and money. Along with encouraging
our staff to become involved in community projects, we host an
annual Community Day each year. For Community Day, the Firm
closes its doors for an entire day and all our partners and employees
perform community service, raise funds and volunteer at one of our
nonprofit clients or an organization within the community.

This year we volunteered at the Los Angeles Regional Food Bank

preparing food bags for low-income seniors, women with infants, and
children in Los Angeles County. Other organizations we have served
include the Special Olympics of Southern California, Union Rescue
Mission, Project Angel Food, AIDS Project Los Angeles, Los Angeles
Conservation Corps and TreePeople, Inc., to name just a few.

But we don’t believe volunteering is simply a once a year activity;

we support our community year round. One example is when we
were sponsors of the Special Olympics World Games in Los Angeles.
Throughout the games our employees were encouraged to attend the
festivities and cheer on the athletes as fans-in-the-stands. Everyone
got into the spirit by making signs and taking time off work to attend
the athletic events.

Green Hasson Janks Nonprofit Practice

For over 30 years, we have worked with both private foundations and public charities and currently
have the privilege of providing audit, accounting, tax and consulting services to more than 100 nonprofit
clients. We in fact provide services to 10 of the top 25 private foundations in Southern California.

Our staff is well versed on current nonprofit benchmarking and governance issues, and a number of our
employees also serve on boards of nonprofit organizations, which gives them insight to the operational
and financial challenges unique to nonprofits.
 2017 Nonprofit Conference:
The Give and The Get: The Future of Philanthropy

Agenda
Refreshments and Networking Mix and mingle with other nonprofit leaders

Welcome and Introduction Leon Janks, Managing Partner, Green Hasson Janks
Donella Wilson, Partner and Nonprofit Practice Leader, Green Hasson Janks

Keynote Panel: Equity in Practice Panelists: Fred Ali, President and Chief Executive Officer
Weingart Foundation
Faye Washington, President and Chief Executive Officer
YWCA Greater Los Angeles

Moderated by Donella Wilson, Partner, Green Hasson Janks

How to Evolve to Survive: Panelists: Rebecca Hamburg, Founder

Mergers, Partnering, Advocacy Rebecca Hamburg Consulting
and Innovation John Maceri, Executive Director
The People Concern

Moderated by Mark Kawauchi, Principal, Green Hasson Janks

The Changing Role of Private Panelists: Nike Irvin, Vice-Chair

Foundations Southern California Grantmakers
Joe Lumarda, Senior Vice President/Investment Counselor
Capital Group Private Client Services
Robert Ross, M.D., President and Chief Executive Officer
The California Endowment

Moderated by Stephanie Yan, Principal, Green Hasson Janks

Closing Remarks Leon Janks, Managing Partner, Green Hasson Janks

Donella Wilson, Partner and Nonprofit Practice Leader, Green Hasson Janks

Happy Hour Reception

OUR SERVICES INCLUDE:

Management Consulting Services Tax Services
• Benchmarking and best practice models • Year-round planning and review for
Accounting and Auditing Services • Training and education for Uniform tax-exempt organizations, including:
• Financial statement audits Grant Guidance, Yellow Book and GAAP — IRS Forms 990, 990-T and 900-PF
• Yellow Book audits • Cost allocation plans to maximize grant — State of California Forms 199 and 109
• Single Audits funding — State of California Attorney General
• Reviews and compilations • Board Governance assessment Form RRF-1
• Special projects • Internal control strengthening and — Various other returns
• Employee benefit plan and pension audits assessment • Proactive tax research
• Enterprise Risk Management • Corporate, pass-through and individual
• Merger and acquisition consulting state and local tax planning and
• Budgets and cash-flow projections compliance
Special Guest Speakers
Keynote Panel: Equity in Practice
Fred Ali, President and CEO Faye Washington, President and CEO
Weingart Foundation YWCA Greater Los Angeles

Fred has more than 35 years of senior Faye ’s 32-year government track record of
management experience with nonprofit management, personnel administration,
organizations, educational institutions, and legislative and budget policy development,
government. He became the executive director strategic planning, and implementing budgets
of Covenant House in Los Angeles in 1991, of over $3 billion created the landscape for
and under his leadership, Covenant House her groundbreaking tenure of leading the
California developed into a large, multi- YWCA Greater Los Angeles in its mission of
service program working with homeless and eliminating racism and empowering women.
at-risk youth in Los Angeles and Oakland. Ali The YWCA Greater Los Angeles serves over
was elected president of Weingart Foundation 100,000 youth, families and seniors throughout
in June 1999. He serves on the board of the LA County. Washington serves the boards
Mayor’s Fund for Los Angeles, and previously of The United Way, The Links, Municipal
served as board chair of Southern California Improvement Corp of L.A.; Workforce
Grantmakers. Ali also serves as chair of Investment Board; National Job Corps Assoc.;
the board of advisors for The Center on Downtown Breakfast Club; California Post-
Philanthropy and Public Policy, University of Secondary Commission; International Women
Southern California and as a senior fellow for Leadership Organization; and the Affirmative
the UCLA Luskin School of Public Affairs. Action Association for Women.

The Changing Role of Private Foundations

Nike Irvin, Vice-Chair Joe Lumarda, Senior VP/Investment Counselor
Southern California Grantmakers Capital Group Private Client Services

Nike has over 20 years of experience in Joe helps nonprofit foundations and
both leadership and consulting to nonprofit endowments pursue their financial objectives
organizations, foundations and for-profit through effective planning and investment
companies. Previously she served as Vice management. Prior to joining Capital Group
President, Programs for the California in 2006, Joe spent 16 years at the California
Community Foundation (CCF). For over six Community Foundation as a Vice President
years, Nike oversaw more than $130 million in for Development, executive Vice President and
charitable grants for core operating support to Chief Operating Officer. He also served as an
priority program areas in the arts, education, independent Director for Capital Research and
health, juvenile justice and special initiatives. Management Company’s Endowment Funds,
Nike is currently consulting for the Aspen a series of investment portfolios designed
Institute/Anti-Defamation League and for exclusively for nonprofit organizations. He is
the U.S. expansion of Australian-based High also a member of the board of the California
Resolves Initiative. Prior to CCF, Irvin served Wellness Foundation, Give2Asia, the Drucker
as president of The Riordan Foundation based Institute, Asian Americans Advancing Justice
in Los Angeles. and St. Joseph Healthcare Foundation.

Robert Ross, M.D., President and Chief Executive Officer

The California Endowment

Dr. Ross has an extensive background in health philanthropy, as a public health executive and as a clinician. During his tenure
at The California Endowment, the foundation has focused on the health needs of underserved Californians by championing
the cause of health coverage for all children, reducing childhood obesity, strengthening the capacity of community health
centers, improving health services for farm worker and ex-offender populations, and strengthening the pipeline for bringing
racial and ethnic diversity to the health professions. Robert is actively involved in community and professional activities at
both the local and national level. He serves as a Member of the President’s Advisory Commission on Educational Excellence
for African Americans and is Co-Chair of the Diversity in Philanthropy Coalition as well as has been a member of several
Boards over the years related to public health.
How to Evolve to Survive:
Mergers, Partnering, Advocacy and Innovation
Rebecca Hamburg, Founder John Maceri, Executive Director
Rebecca Hamburg Consulting The People Concern

Rebecca empowers organizations with the John is the Executive Director of The People
tools and knowledge to achieve their vision Concern, which was formed in 2016 in a
for a better world. Through strategic planning, merger of OPCC and Lamp Community. As
technical assistance, and project management a long-time community volunteer, John has
support, Hamburg enables both nonprofits served on the board of the Business Alliance
and foundations to be agents of change. She of Los Angeles (formerly the Valley Business
provides guidance that assists grantmakers in Alliance) as a member, Vice President and
understanding how they can support and engage two-term President. He is a Past Chair of the
in advocacy and other nonprofit organizations Westside Shelter and Hunger Coalition, and
to engage their communities in public policy also served as a member of the Board of the
efforts through an understanding of federal tax Santa Monica Chamber of Commerce. John
and election law. Prior to starting her consulting is also a past Vice President of the Board of
firm, Hamburg served as West Coast Director North Valley Caring Services, a nonprofit
for Alliance for Justice, a national nonprofit that provides services to low- income
committed to ensuring that Americans have children and families in the northeast San
their voices heard when government makes Fernando Valley, and is a former member of
decisions that affect their lives, and Program the governing board of the Children Affected
Director of the National Employment Lawyers by AIDS Foundation, a national funder of
Association, the country’s largest organization of agencies providing services to children and
lawyers who exclusively or primarily represent their families infected and affected by HIV
employees in employment-related matters. & AIDS.

Green Hasson Janks Speakers

Donella Wilson, Partner
[email protected]
310.873.1649

Donella leads the Firm’s Nonprofit Practice. She has over 20 years of public accounting experience providing audit,
accounting and consulting services and is a frequent guest lecturer and conference speaker on nonprofit financial
management and governance issues. Committed to ending homelessness for women, Donella is president of the
Board of Directors of the Downtown Women’s Center. This year, Donella was also the recipient of the Women to
Watch Award from CalCPA and honored as a Southern California Leadership Network (SCLN) “30-in-30,” a year-
long celebration honoring 30 outstanding SCLN alumni throughout 2017.

Stephanie Yan, Principal Mark Kawauchi, Principal

[email protected] [email protected]
310.873.1667 310.873. 6701

Stephanie has over 12 years of public Mark has nearly 30 years of public accounting
accounting experience providing audit, experience and is dedicated to the Firm’s
accounting and general business consulting nonprofit clients with a specialty in healthcare.
services. Before coming to Green Hasson In addition to performing audits and reviews,
Janks, Stephanie spent three years working Mark enjoys being a business advisor to his
in corporate accounting for both privately clients and providing them with personalized
held and public companies. Her industry service to help them meet their goals. He is also
experience includes closely held entities a member of the Los Angeles Area Chamber
operating in a wide variety of industries of Commerce Health Care Committee, the
including private foundations, museums, Healthcare Financial Management Association,
import and distribution and real estate. the California Society of Certified Public
Stephanie also has expertise with employee Accountants and the American Institute of
benefit plan audits. Certified Public Accountants.
 Additional Nonprofit
Team Members
Leon Janks, Managing Partner Tom Barry, Partner
[email protected] [email protected]
310.873.1602 310.873.1647

Leon has over 30 years of experience in Tom’s role at Green Hasson Janks is a
the areas of audit and accounting, tax combination of entrepreneur, partner,
planning and general business consulting. consultant, mentor and business advisor.
He advises his clients on matters related to With over 20 years of public accounting
strategic planning, profitability, mergers experience, he provides audit and accounting
and acquisitions, and buying and selling and consulting services to clients in a
businesses. Leon is a member of the variety of industries including nonprofit.
California Society of CPAs and the American Tom believes in building a successful life
Institute of Certified Public Accountants. On one day at a time. He does that by leveraging
a global scale, Leon represents Green Hasson technology to create a flexible schedule that
Janks in HLB International, a 100-country allows him to be a father and husband in
network of accounting firms. Leon is on the addition to fully committing to his career at
Board of Directors of the Jewish Federation. Green Hasson Janks.

Margaret Karren, Partner Satpal Nagpal, Partner

[email protected] [email protected]
310.873.1617 310.873.1641

Margaret is a partner in the Firm’s Nonprofit Satpal has over 15 years of public accounting
Practice. She is passionate about serving the experience providing audit, accounting and
nonprofit community through her work at general business consulting services. Satpal
the Firm and her outside involvement in the is an integral part of the Firm’s nonprofit
community. She provides audit, accounting practice and has managed many engagements
and consulting services to nonprofit clients under the requirements of Uniform Grant
as well as serves on the board and finance Guidance. He also has experience in testing
committee of California Hospital Medical compliance requirements from various
Center Foundation. Additionally, Margaret is funding agencies relating to childcare,
a board member and chair of the Community charter schools and head-start programs.
Service Committee of LA5 Rotary. She is also Satpal is also a Board Member of Synergy
a former board member and chairman for Academies and the International Education
Boys Town of California. Research Foundation.

Warren Shulman, Partner Akash Sehgal, Partner

[email protected] [email protected]
310.873.1620 310.873.1622

Warren has over 20 years of accounting, Akash leads the Firm’s State and Local Tax
audit, tax and general business consulting Practice with a focus on multistate income
experience. During this time, he has served and franchise tax, sales and use tax and
clients in a wide variety of industries credits and incentives. He has over 19 years
including nonprofits. Warren also conducts of state and local tax experience with two
employee benefit plan audits for clients and Big Four firms in Los Angeles and Seattle.
has in-depth knowledge of AICPA, ERISA, Akash assists his clients on complex state
DOL and IRS requirements related to these and local tax issues related to transactional
audits. Warren has completed the AICPA planning, mergers and acquisitions, general
IFRS Certificate Program and is a member day-to-day consulting and compliance.
of the American Institute of Certified Public He is a frequent speaker for a variety of
Accountants and the California Society of tax associations including Tax Executive
CPAs. Warren also serves on the Board of Institute (“TEI”) and the Council on State
Trustees of Los Angeles Hebrew High School. Taxation (“COST”).
Lizbeth Nevarez, Senior Manager Yulia Murzaeva, Manager
[email protected] [email protected]
310.873.6679 310.873.6714

Lizbeth has nine years of public accounting Yulia has more than five years of public
experience providing tax and consulting accounting experience providing audit,
services and leads the Firm’s Nonprofit Tax accounting and internal controls consulting
Practice. Lizbeth is a frequent speaker at services to clients, with a focus on
the Firm’s nonprofit workshops. She has nonprofits. She is dedicated to the Firm’s
completed the Riordan Leadership Institute’s nonprofit clients and has a Not-for-Profit
Board service program through the Los Certificate II from the American Institute
Angeles Junior Chamber of Commerce. of Certified Public Accountants. Yulia is
She has also taught courses on Form 900 also a member of the American Institute of
basics and Private Foundations through Certified Public Accountants, the California
Cal CPA. Lizbeth currently serves on the and North Dakota Societies of Certified
Board of Hillsides and is also on the Board of Public Accountants and the Institute of
Executive Service Corps (ESC). Internal Auditors.

Amy Eybsen, Manager Narat Chanvirojn, Manager

[email protected] [email protected]
310.873.6639 310.873.1679

Amy has more than seven years of public Narat has more than 15 years of public
accounting experience and is a Manager accounting experience providing nonprofit
within the Green Hasson Janks Assurance tax and accounting services. He is a tax
and Advisory Practice. Amy provides manager within the Green Hasson Janks
accounting, auditing and transaction Nonprofit Tax Practice. Prior to working
services to a wide variety of companies and at Green Hasson Janks, Narat worked for
organizations that span multiple industries another regional CPA firm that specializes
within the greater Los Angeles area. Her in the nonprofit industry where he served
expertise includes nonprofits and she is clients that included everything from smaller
passionate about private foundations and nonprofit organizations to larger private
internal controls consulting. foundations.

Andrew Johnson, Supervising Senior Melanie Horowitz, Supervising Senior

[email protected] [email protected]
310.873.6711 310.873.1639

Andrew provides accounting, auditing and Melanie provides accounting, auditing

general business consulting, and his expertise and transaction services to a wide variety
in the nonprofit industry includes social of companies and organizations that span
service agencies, charter schools, member multiple industries, including nonprofit
associations, museums, private foundations organizations. She has previously been
and audits with significant government a presenter for the Firm’s nonprofit
funding, including federal awards subject to webinars. Additionally, Melanie has a
Single Audit requirements. Andrew is a core passion for developing the Firm’s younger
member of the GHJ University faculty where staff and is a lead trainer in the GHJ
he leads in-house training sessions. University.

Veasna San, Supervising Senior Jonathan Cohen, Supervising Senior

[email protected] [email protected]
310.873.6644 310.873.1666

Veasna has more than four years of public Jonathan is a senior associate primarily
accounting experience providing accounting focused on nonprofits auditing and
and auditing services. His expertise includes accounting with a specialization in nonprofit
Uniform Grant Guidance - Single Audits. organizations with significant government
Prior to joining Green Hasson Janks, he funding, including federal awards subject
worked at an accounting firm serving public to Single Audit requirements, primarily
charities and educational institutions. Federally Qualified Health Clinics (FQHCs).
Clients served included smaller nonprofit He also has experience with charter schools,
organizations to larger public state private foundations, service organizations
universities. and community organizations.