ONE Event: What Fraud Risks are Lurking in Your Nonprofit Organization... and What Can You Do About Them?

Lisa B. Lumbard, CPA, CGFM Related Seminars and Products

President & CEO

Lumbard Consulting, LLC

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 providing not-for-profit organizations and local governments with financial and program compliance audit services.  Her most in-demand services are for customized board trainings and assistance with building strong internal controls to support effective not-for-profit organizational growth.

Since selling her audit firm, Lisa followed her passion of supporting not-for-profit leaders and 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 attending ASU and still serves on multiple boards and committees including the:

• Arizona State Board of Accountancy to which she was appointed by the Governor in 2019, served as treasurer and was elected President in 2022

• Arizona Society of CPAs not-for-profit conference committee
• Valleywise Health Finance, Audit and Compliance Committee

• Heard Museum, Audit Committee
• Arizona Hispanic Chamber of Commerce, Audit Committee
• Alliance of Arizona Nonprofits Public Policy Committee vice-chair, subject expert, Business on Board trainer and as curriculum advisor

Lisa is a frequent speaker at industry conferences and webinars. She is passionate about the importance, empowerment and success of not-for-profit leaders as they play their critical role in our nation.

Mario Muzurovic Related Seminars and Products

VP, Commercial Lending/Nonprofit Banking

National Bank of Arizona

As Vice President and Nonprofit Commercial Banker for National Bank of Arizona, Mario focuses on identifying customized solutions for his clients to ensure that they align with their current and future needs. He caters to nonprofit organizations across Arizona. A veteran banker with more than 17 years’ experience, Mario facilitates the many products and services available from NB|AZ^®.  From treasury management services, lending and credit assistance and everything in between, Mario will connect your organization with the right specialists. As your Nonprofit Commercial Banker, Mario will manage the financial needs, while taking time to understand the unique goals of your organization.
 

Community Involvement
Mario currently volunteers at Feed My Starving Children, Junior Achievement, Arizona Helping Hands, St. Mary's Food Bank Alliance and Midwest Food Bank Arizona Division, and is on the board of the Arizona Educational Foundation.

Pamela Keefe Related Seminars and Products

VP | Nonprofit Banking Manager

National Bank of Arizona

As Vice President and Nonprofit Relationship Manager for National Bank of Arizona®, Pamela Keefe is responsible for serving the needs of nonprofit organizations in Arizona.  A veteran banker with more than 30 years’ experience, Pamela facilitates the many products and services available from NB|AZ®.  From treasury management services, lending and credit assistance and everything in between, Pam will connect your organization with the right specialists. Pamela’s hands-on approach to service and action-oriented vision are the driving forces behind many of her clients’ success stories. She joined NB|AZ in 2001 with a broad set of experiences in the financial services industry. As your Relationship Manager, Pamela will manage the financial needs, while taking time to understand the unique goals of your organization. 

Community Involvement
Pam is an active member of Alliance of Arizona Nonprofits and the NB|AZ Women’s Financial Group. She also serves on the Advisory Council of A 2nd Act, and is an Ambassador for Smiles & Beyond

Robert Erven Brown, Esquire Related Seminars and Products

Schmitt Schneck

Over his 40+ years career, Robert Erven Brown has focused his law practice in real estate, commercial transactions, faith based and charitable organizations.  He also represents clients regarding ongoing business transactions, with particular expertise in ministries and medical real estate transactions.  Over the last 15 years, he has represented community impact and faith-based nonprofit entities, including churches, synagogues, temples, denominations, Christian schools, rescue missions, a seminary, an adoption agency, prison transition ministries, human services organizations, and health-related charities.
Bob is a popular nonprofit seminar speaker and a trusted advisor to executive leaders, board members, committees, CPA’s and other professionals serving tax exempt organizations. He helps leaders identify risks and implement appropriate protections including separate entity creation and establishment of sound policies and procedures. He counsels boards and leadership teams on multi-site development, church mergers, protecting religious liberties, mandatory abuse reporting, record retention, media response, board governance, campus development, construction and security, real estate asset protection, insurance coverage, board and staff training. He also helps tax exempt organizations determine the most effective entity structure(s) for their mission success.
After years of extensive involvement in the nonprofit sector, Bob founded The Campus Preservation Planning™ program which protects critical assets against uninsurable, under-insured, and uninsured unjust claims, while simultaneously improving overall risk management and stewardship performance.  His program has been adopted by nonprofit organizations across the country.
 

Patty Bentley Related Seminars and Products

National Bank of Arizona

Patty joined NBAZ in 2017 with a background in property management with a focus in finance.  She partners directly with a number of retail and commercial officers in various locations across the state to help provide cash management solutions to our customers. Patty’s main objective is to be a true partner to ensure an understanding of the services we can offer as well as to ensure overall success and satisfaction of the tools provided our customers to manage their companies’ expenses.

Community Involvement:
Patty supports and volunteers for the American Heart Association, JDRF, Habitat for Humanity and Junior Achievement.