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Jill is an expert working with health care and human service organizations including hospitals, nursing homes, diagnostic and treatment centers, mental health service providers, and medical practices; real estate; nonprofit organizations; and government-funded entities in the areas of auditing, Single Audit, HUD projects, taxation, information returns, and financial reporting. Jill is integral to our Health Care and Nonprofit services groups managing our larger hospital and human service organization clients. She is a past Regional Executive for the Healthcare Financial Management Association (HFMA) Region 2; she also is a past President of the Western New York Chapter.
State University of New York at Buffalo, Master of Business Administration, Accounting
State University of New York at Buffalo, Bachelor of Science, Business Administration
American Institute of Certified Public Accountants
- Certified Information Technology Professional (CITP)
- CITP Exam Task Force, Member
New York State Society of Certified Public Accountants
- Health Care Committee
- Technology Assurance Committee
Health Care Financial Management Association (HFMA)
- Fellow (FHFMA)
- Certified Healthcare Financial Professional (CHFP)
- Regional Executive, Region 2, formerly
- Founders Awards Recipient – William G. Follmer Bronze Award; Robert H. Reeves
Silver Award; Frederick T. Muncie Gold Award; 2015 Founders Medal of Honor Award
Medical Group Management Association (MGMA), Member
Association of Certified Fraud Examiners (ACFE)
- Certified Fraud Examiner (CFE)
LeadingAge New York, Member
Buffalo Business First, 40 Under 40 Honoree, 2011
Better Business Bureau, Board Chairperson
Lord of Life Adult and Child Services, Treasurer
State University of New York at Buffalo, Accounting Advisory Council
Nonprofit leaders must implement clear credit card policies to prevent staff from misusing work-issued cards. This includes defining who needs a card, outlining rules for usage, and ensuring proper oversight by supervisors. By establishing clear guidelines and consequences, nonprofits can protect themselves from financial misuse and legal complications.
A bipartisan effort is underway in Congress to revive and expand the universal charitable deduction, which temporarily allowed non-itemizing taxpayers to deduct charitable contributions during 2020 and 2021. The proposed Charitable Act aims to incentivize giving by increasing the allowable deduction, potentially boosting donations to nonprofits. However, the bill's future remains uncertain, and nonprofit organizations are actively advocating for its passage.
A board retreat offers a valuable opportunity for nonprofit organizations to focus on critical issues away from daily distractions, fostering strategic thinking and collaboration. Effective planning involves aligning goals, choosing relevant topics, and creating a detailed agenda. Post-retreat, it's essential to summarize decisions and develop an action plan to ensure actionable outcomes and ongoing progress.
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