Susan E. Bernstein, New York, New York
Susan Bernstein is special counsel in the New York office of at Schulte Roth & Zabel LLP, where she has been advising employers and plan sponsors on ERISA, employee benefits and executive compensation for 23 years. Bernstein has experience working with qualified plans, nonqualified plans, 457 plans and 403(b) plans, as well as health and welfare plans. Bernstein is co-chair of the Employee Benefit and Compensation Committee for the New York State Bar Association and serves on the Executive Compensation and Benefits Committee for the New York Bar Association. Bernstein has written numerous articles on employee benefit issues in addition to being a frequent speaker on employee benefit topics. Bernstein was named one of Employee Benefit Adviser’s Most Influential Women in Benefit Advising and was recognized by the New York State Bar Association as an Empire State Counsel Honoree and by WHEDco with a Pro Bono Leadership Award. Bernstein holds a J.D. from the Benjamin N. Cardozo School of Law, received her B.A. from the University of Pennsylvania and is a member of the New York Bar. (2017 – 2018 Chair,)
Judith Boyette, San Francisco, California
Judith Boyette is a partner in Hanson Bridgett LLP, a San Francisco law firm, and is the senior partner in the firm’s Employee Benefits Group. Prior to joining her law firm, Boyette spent more than 10 years at the University of California as the Associate Vice President of Human Resources and Employee Benefits. Boyette’s clients include single employer and multi-employer plans, 403(b) plans, church plans and governmental plans. Boyette received a J.D. from the Hastings College of the Law and is a member of the California Bar.
Natasha Cavanaugh, Seattle, Washington
Natasha Cavanaugh is a tax attorney for the Bill & Melinda Gates Foundation. Prior to joining the Gates Foundation, Cavanaugh served as lead tax attorney at a major public research university where she managed complex tax matters, including the university's medical resident FICA tax refund claim. When in private practice, Cavanaugh represented educational organizations, museums, private foundations and other tax-exempt organizations. Cavanaugh has a J.D., University of Virginia, M.A., Sociology and a B.A., Economics, Stanford University. (2017 – 2018 Vice Chair)
David Danenfelzer, Austin, Texas
David Danenfelzer is a community development professional committed to advancing the fields of nonprofit management, community planning and public finance. His current employer, Texas State Affordable Housing Corporation, is a statewide nonprofit housing finance corporation. Danenfelzer has helped Texas State Affordable to increase investment in affordable housing, redesigned its multifamily bond finance programs and created the first statewide affordable housing land bank. Danenfelzer is an alumnus of the University of Wisconsin at Madison and received his MSCRP at the University of Texas at Austin.
Michael Engle, Kansas City, Missouri
Michael has extensive experience working with exempt organizations and governmental entities on various tax issues including employment tax. He has direct experience working with non-profit hospitals and colleges and universities. He has written a number of technical articles and has been a presenter for conferences and webinars. He is a CPA and actively involved with the AICPA. He serves on the BKD, LLP non-profit committee and is the leader of their health care committee. He is involved with the AICPA and Missouri Society of CPAs.
Marcelino Gomez, Phoenix, Arizona
Marcelino Gomez previously served as the Assistant Attorney General (Tax and Finance) at the Navajo Nation Department of Justice for 26 years and as an Assistant General Counsel at the Salt River Pima-Maricopa Indian Community. Gomez represented the tribal governments on matters related to federal and state taxes including the risk management, employee benefit and retirement programs. Gomez is now in private practice in Phoenix, Arizona. Gomez received a B.B.A. in Accounting from New Mexico State University and J.D. from the University of Texas School of Law. Gomez is a member of the State Bars of Arizona, New Mexico and Texas, the Navajo Nation Bar Association, the ABA Tax Section and is a USSF Soccer referee and instructor.
William Johnson, Dallas, Texas
Bill Johnson is the Managing Director for First Southwest Asset Management. Johnson is responsible for managing, mentoring and strategic planning for 22 rebate professionals who serve clients nationwide. His client relationship responsibilities include rebate liability planning and implementation of tax law changes for tax-exempt obligation issuers. Johnson is responsible for developing and implementing post issuance rebate compliance policies and procedures for arbitrage clients including not for profit, state and local government, and private activity issuers. Johnson earned his B.B.A. degree in Accounting from Southern Methodist University and an M.S. degree in Taxation from Texas Tech University. Johnson is a member of the AICPA, Texas Society of CPAs and is a licensed CPA in Texas. Johnson is also registered with FINRA as a General Securities Representative, Series 7, General Securities Principal, Series 24, Municipal Advisor Representative, Series 50, and a Uniform Securities Agent, Series 63.
Andrew Lipkin, New York, New York
Andrew is an attorney and now Senior Tax Counsel for New York City and has management responsibility for other attorneys. He provides counsel to his employer, and is familiar with issue affecting Federal State and Local Governments.
Cindy M. Lott, New York, New York
Cindy Lott serves as Academic Program Director for Nonprofit Management Programs at Columbia University’s School of Professional Studies. Prior to her current position, Lott served as Executive Director and Senior Counsel to the National State Attorneys General Program at Columbia Law School, and within that Program was the developer and lead counsel to the Charities Regulation and Oversight Project from 2006-2015. Currently, Lott is also a Senior Fellow at the Center on Nonprofits and Philanthropy at the Urban Institute, working in conjunction with the Institute’s Tax Policy and Charities project. Lott develops and moderates a series of national conventions on state and federal regulation of the charitable sector and is engaged in research regarding regulatory capacity and enforcement at the state level. Lott is a 1993 graduate of the Yale Law School and clerked for the United States Court of Appeals, First Circuit. Lott is admitted to practice in the District of Columbia, Indiana and Massachusetts.
Jean Swift, Mashantucket, Connecticut
Jean is a tribal leader with diverse experience in business management, administration and establishing strategic partnerships. She is a Certified Public Accountant in the State of Connecticut and a Certified Credit Union Financial Counselor. She is currently the Treasurer of the first Mashantucket Pequot Tribal Council.7