Adding Up: Nonprofit Financial Best Practices

Brian Haney is the Founder and CEO of The Haney Company. He is a Certified Association Executive, specializing in insurance and financial solutions for Associations and privately-owned businesses. He is passionate about educating and empowering consumers to achieve financial success. Brian is a national speaker, author, podcast host and mentor, operating an independent family-owned practice with his father Allen and brother Scott outside of Washington DC. As an 18-year financial industry veteran, Brian has had the privilege of speaking on a variety of topics to a variety of audiences and enjoys the opportunity to tailor a message to his listeners.

A highly energetic and motivational business leader, entrepreneur, and speaker, Stephen has a passion for helping businesses and nonprofits reach their growth potential. Regarded as a top accounting industry thought leader and founder of the first company to deliver accounting over the internet, he now serves as Founder & CEO of GrowthForce. His ability to visualize the future of accounting and assemble a highly qualified and motivated team has led GrowthForce to become one of the nation’s largest cloud-based bookkeeping, accounting and controller services. Stephen's worked with Fortune 100 companies, tiny mom-and-pops, and he’s been an executive at a four-billion dollar company and a fundraiser at a non-profit - all of which have given him a wealth of knowledge and insights into the accounting industry.

Stephen’s experience with accounting system design, technology development, and management services spans over three decades. Before opening GrowthForce, he was President of Insperity Financial Management Services division for two years. The division was created from the acquisition of a business called Virtual Growth Incorporated, which Stephen founded in 1995 in New York City. Prior to the acquisition by Insperity, Virtual Growth was the nation’s largest outsourced accounting service for small businesses.

Previous to Virtual Growth, Stephen spent seven years working for Amnesty International USA. There he spent four years as Deputy Executive Director- Finance & Administration, managing the organization’s 300% growth after U2, Bruce Springsteen and Peter Gabriel complete the Human Rights Now! tour and then honed his fundraising skills as its Director of Development, raising over $20M a year.

His time at Amnesty reinforced Stephen’s life-long commitment to giving back to the community through charitable causes. He has been a dedicated board member of many nonprofit organizations, helping them with their finances and fundraising.

When he’s not immersed in helping his clients achieve growth, Stephen strives to be a role model to his employees by having the proper work-life balance. Off the clock, Stephen is often on the go with this active family, or can be found puttering around his yard in the Livable Forest of Kingwood, Texas, looking for ways to help his garden grow.

Greg McRay is the founder and CEO of Foundation Group, one of the nation's top providers of tax and compliance services to nonprofits. Greg and his team have worked with tens of thousands of nonprofits for over 25 years, assisting them with formation of new charities, plus tax, bookkeeping, and compliance services. He is credentialed as an Enrolled Agent, the highest designation of tax specialist recognized by the Internal Revenue Service. Based in Nashville, Tennessee, Greg and company work with charities and nonprofits all across the country and worldwide.