Louis_Mezzina

Louis Mezzina CPA

Senior Advisor, KPMG LLP

Lou Mezzina, based in KPMG's NYC office, is a Senior Advisor to the firm’s Higher Education, Research & Other Not-for-Profits practice. He serves as a resource to several of the firm's clients and their service teams, supports knowledge sharing efforts, and is a frequent speaker on matters of interest to higher education and other not-for-profit institutions.

Lou received his BS degree in accounting, summa cum laude, from The State University of New York at Albany. He is a former chairman of the Not-for-Profit Organizations Committee of the New York State Society of Certified Public Accountants and served a three-year term on the Not-for-Profit Organizations Committee of the AICPA. He is a past president of the Make-A-Wish Foundation of Metro New York.


Appearances

  • Thumbnail for Accounting for Endowments and Net Assets
    Identification
    21
    Date
    June 11, 2009
    B

    Speakers

    Speaker Image for Bob Mims
    Bob Mims, CPA, CGMA
    Controller/Director of Investments, Ducks Unlimited
    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Chapter 5 - The Suspenseful Chapter of the Guide to Accounting for Contributions
    Identification
    14
    Date
    June 11, 2009
    A

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Advanced NFP Accounting and Financial Reporting Issues
    Identification
    20
    Date
    June 17, 2010
    A

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Endowments A - Z for Management
    Identification
    40
    Date
    June 18, 2010
    C

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Behind the Headlines
    Identification
    51
    Date
    June 18, 2010
    B

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Advanced NFP Accounting
    Identification
    21
    Date
    June 9, 2011

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Behind the Headlines
    Identification
    61
    Date
    June 10, 2011

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for NFP Financial Reporting: The Basics
    Identification
    9
    Date
    June 9, 2011

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Understanding the Fundamentals of NFP Accounting
    Identification
    116
    Date
    June 20, 2012
    This workshop will cover the two basic definitions that drive NFP financial

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Advanced NFP Accounting
    Identification
    120
    Date
    June 20, 2012
    This workshop will cover advanced accounting issues that are more difficult

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Making Sense of Your Financials
    Identification
    17
    Date
    June 21, 2012
    Many nonprofits just mark up their financial statements from prior years. This session will highlight how to make your financials make sense to the reader and present the story the way it should be told and the way you want it understood…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Behind the Headlines
    Identification
    28
    Date
    June 22, 2012
    In this always-popular session, Lou guides you through the headlines, offering his unique perspective during this fast-paced overview of an assortment of accounting, auditing, and industry developments bound to affect you and your organization in the near future…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Making Sense of Your Financials
    Identification
    LB017
    Date
    June 21, 2012
    Many nonprofits just mark up their financial statements from prior years. This session will highlight how to make your financials make sense to the reader and present the story the way it should be told and the way you want it understood…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Behind the Headlines
    Identification
    LB028
    Date
    June 22, 2012
    In this always-popular session, Lou guides you through the headlines, offering his unique perspective during this fast-paced overview of an assortment of accounting, auditing, and industry developments bound to affect you and your organization in the near future…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Can Nonprofit Accounting be Advanced?
    Identification
    18
    Date
    June 20, 2013
    Of course it can. This session will cover accounting and disclosures that present a greater challenge to financial statement preparers and auditors. Areas to be covered include contributions, endowments, functionalizing expenses and net asset classifications, among others…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Making Your Financials Tell the Truth and Your Story
    Identification
    40
    Date
    June 21, 2013
    "Presented fairly in all material respects" implies telling the truth, but do your statements and notes present the only truth? Are they as readable as you would like? And do they tell the story the way you would like it to be understood?

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for 3am Nightmares: What's Keeping Our Clients (and Us) Awake at Night
    Identification
    43
    Date
    June 21, 2013
    Join the partners-in-charge of three of the nation’s largest NFP audit practices who will discuss what they view as the sector’s "hottest button" issues, especially in the areas of financial reporting and financial management…

    Speakers

    Speaker Image for John Mattie
    Partner, PwC
    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for Frank Kurre
    Managing Director - Global Account Management Leader and Global Not-for-Profit & Higher Education Industry Leader, Protiviti Inc.
    Speaker Image for Jeffrey Mechanick
    Senior Project Advisor, Financial Accounting Standards Board
  • Thumbnail for NFP Accounting & Reporting for Everyone
    Identification
    101
    Date
    June 11, 2014
    NFP accounting and reporting doesn’t have to be that hard and should be even easier to explain.  So, what is the trick?  All you need is to master a couple of basic definitions and understand a few weird rules and you will be good to go…

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
    $79
    Standard Price
  • Thumbnail for State of the Not-for-Profit Industry: The Headlines, The Perceptions and the Responses
    Identification
    2
    Date
    June 12, 2014
    Not-for-Profit organizations, and the sector itself, are frequently in the news.  It is important to get behind these headlines to understand what is driving the stories and the key takeaways…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $29
    Standard Price
  • Thumbnail for Endowments & Split-Interest Accounting and Reporting
    Identification
    10
    Date
    June 12, 2014
    Over the past decade, split-interest agreements have become increasingly

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
    $29
    Standard Price
  • Thumbnail for NFP Accounting & Reporting for Everyone
    Identification
    101
    Date
    June 11, 2014
    NFP accounting and reporting doesn’t have to be that hard and should be even easier to explain.  So, what is the trick?  All you need is to master a couple of basic definitions and understand a few weird rules and you will be good to go…

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for State of the Not-for-Profit Industry: The Headlines, the Perceptions and the Responses
    Identification
    2
    Date
    June 12, 2014
    Not-for-Profit organizations, and the sector itself, are frequently in the news.  It is important to get behind these headlines to understand what is driving the stories and the key takeaways…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for Endowments & Split-Interest Accounting and Reporting
    Identification
    10
    Date
    June 12, 2014
    Gifts to endowment continue to be a steady and consistent form of fund-raising for NFP’s.  Over the past decade, split interest agreements have become increasingly popular, especially amongst donors who are not quite ready to completely let go of their wealth…

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for John Kroll
    Associate Vice President for Finance and Administration, University of Chicago
  • Thumbnail for Looking Toward the Future: Panel Discussion
    Identification
    2
    Date
    June 15, 2015
    Join an expert panel of NFP leaders who will discuss the current state, future issues

    Speakers

    Speaker Image for Jeff De Cagna
    Jeff De Cagna, FRSA, FASAE
    Chief Strategist and Founder, Principled Innovation LLC
    Speaker Image for Dorri McWhorter
    Dorri McWhorter, CPA, CGMA
    Chief Executive Officer, YWCA Metropolitan Chicago
    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for Robert Sharpe
    President, The Sharpe Group
    Speaker Image for Bob Mims
    Bob Mims, CPA, CGMA
    Controller/Director of Investments, Ducks Unlimited
  • Thumbnail for What Did I Miss?
    Identification
    67
    Date
    June 17, 2015
    With so many concurrent sessions to choose from, you had to make some tough

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for Looking Toward the Future: Panel Discussion
    Identification
    2
    Date
    June 15, 2015
    Join an expert panel of NFP leaders who will discuss the current state, future issues

    Speakers

    Speaker Image for Jeff De Cagna
    Jeff De Cagna, FRSA, FASAE
    Chief Strategist and Founder, Principled Innovation LLC
    Speaker Image for Dorri McWhorter
    Dorri McWhorter, CPA, CGMA
    Chief Executive Officer, YWCA Metropolitan Chicago
    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for Robert Sharpe
    President, The Sharpe Group
    Speaker Image for Bob Mims
    Bob Mims, CPA, CGMA
    Controller/Director of Investments, Ducks Unlimited
  • Thumbnail for What Did I Miss?
    Identification
    67
    Date
    June 17, 2015
    With so many concurrent sessions to choose from, you had to make some tough

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
  • Thumbnail for What Did I Miss?
    Identification
    69
    Date
    June 29, 2016
    With so many concurrent sessions to choose from, you had to make some tough choices. We've given Lou Mewzzina 75 minutes to fillin the gaps…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for CPAs in the NFP Sector: Passing the Torch
    Identification
    02
    Date
    June 27, 2016
    Transparency, accountability, integrity, stewardship and trust: The importance of these concepts to NFPs suggests that CPAs have a key role to play in advancing the sector. Add purpose and fulfillment and perhaps many will reach for that torch…

    Moderator

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP

    Speakers

    Speaker Image for Michael Forster
    Chief Operating Officer, Woodrow Wilson Center
    Speaker Image for Carolyn Mollen
    Vice President, Finance & Administration, Resources for the Future
    Speaker Image for Barry Melancon
    President and CEO, AICPA & CIMA
    Speaker Image for Joe Stradinger
    Founder, Chief Executive Officer & Chief Evangelist, EdgeTheory
    $49
    Standard Price
  • Thumbnail for Behind the Headlines
    Identification
    20
    Date
    October 18, 2016
    NFPs and the sector itself are in the news daily…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for Advanced Not-for-Profit Accounting Topics and Issues
    Identification
    45
    Date
    October 19, 2016
    Basic, general accounting can be challenging. Moving beyond textbook basics and introducing elements unique to not-for-profits makes getting it right easier said than done. And frequently “right” is in the eye of the beholder…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for What Does "Good Governance" Look Like?
    Identification
    48
    Date
    October 19, 2016
    While there is no one-size-fits-all answer, the challenge for not-for-profit, tax-exempt organizations is ensuring that the answer covers all bases — understanding all board responsibilities, accomplishing appropriate training, making policies “real,” back-stopping management on sensitive issues, a…

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for Eve Borenstein
    Principal (ERB LLC) / Of Counsel (Harmon Curran), Eve Rose Borenstein LLC (training/speaking) / Harmon Curran Spielberg & Eisenberg LLP (legal practice)
    $49
    Standard Price
  • Thumbnail for  Expense Allocations and the New ASU
    Identification
    NOT17109
    Date
    June 21, 2017
    ASU 2016-14 requires new/ additional disclosures about the method(s) used to allocate costs among program and support functions…

    Speakers

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    Speaker Image for David Gagnon
    Partner, KPMG LLP
    $79
    Standard Price
  • Thumbnail for  What Did I Miss?
    Identification
    NOT1769
    Date
    June 23, 2017
    With so many concurrent sessions to choose form, you had to make some tough choices. We've given Lou 75 minutes to fill in the gaps…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for Best Governance Practices
    Identification
    GOV1720
    Date
    October 24, 2017
    Effective governance is critical to the effective pursuit of mission. What are leading organizations doing right and what action or inaction can lead to trouble…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price
  • Thumbnail for NFP Intermediate & Advanced Topics
    Identification
    GOV1725
    Date
    October 24, 2017
    This session will address some of the accounting, auditing, and financial reporting matters that are not only unique to NFPs but can challenge even those experienced in the sector…

    Speaker

    Speaker Image for Louis Mezzina
    Senior Advisor, KPMG LLP
    $49
    Standard Price

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