Advanced Finance Deep Dive

Andrew Brock has over 11 years’ experience in public accounting. The majority of Andrew’s experience has been serving not-for-profit organizations with a specific focus on grantmaking and membership organizations. He has a bachelor of business administration in accountancy and a minor in theology from the University of Notre Dame which he attended as a Lilly Endowment Scholar. 

Andrew currently serves as Parish Treasurer for Calvary Lutheran Church and School in Indianapolis, serves on the Board of Directors for the Seymour Boys and Girls Club, and he sits on the Education Committee of Indiana Philanthropy Alliance. Andrew also holds memberships in FAOG (Finance, Administration & Operations Group For Community Foundations) and Indiana Philanthropy Alliance. Andrew was the first recipient of the Ed Abel Innovation Award at Blue & Co in 2020 and received the firm’s Ron Blue award in 2023 for his efforts business development. Andrew was awarded the 2022 Outstanding Board Volunteer of the Year by the Indiana Area Boys & Girls Club Council. He is also a member of Blue’s firm wide Not-for-Profit Services Group. In his role as audit senior manager, Andrew is responsible for participating in the entire engagement. Andrew spends a substantial amount of his time at the client’s location and is responsible for developing the overall scope and planning of the audit process overseeing testing performed during fieldwork.

Alex is a certified public accountant specializing in nonprofit accounting. As CFO, he oversees the financial operations for Intend and its five subsidiaries, ensuring compliance with reporting and usage requirements for grants, debt, and other funding sources, including New Markets Tax Credit allocations, program-related investments, and equity-equivalent investments.

Previously, Alex managed the operations of Build Fund, one of Intend’s Community Development Financial Institutions (CDFI), where he underwrote loans for small businesses throughout central Indiana and developed a dedicated affordable housing construction loan product. Before joining Intend, he was a licensed municipal advisor representative with Crowe LLP, assisting public entities with debt issuances, rate studies, and financial forecasts.

Alex holds a Master of Public Administration degree from Indiana University - Bloomington’s O’Neill School of Public and Environmental Affairs, with concentrations in public finance and policy analysis, and a Bachelor of Arts degree in political science from Bowling Green State University. He completed his accounting coursework at Indiana University - Indianapolis’ Kelley School of Business.
 

Holly Fields has over 17 years’ experience in public accounting. The majority of Holly’s experience has been serving not-for-profit organizations with a focus on grantmaking organizations. She currently serves on finance committee for the Blue & Co. Foundation. Holly also holds memberships in FAOG (Finance, Administration & Operations Group for Community Foundations) and Indiana Philanthropy Alliance.

Laura is a member of the Nonprofit Practice and has more than ten years of assurance and advisory experience in public accounting. Her expertise includes nonprofit financial reporting, audit preparation, outsourced accounting functions, technology solutions and implementation, and advisory services. She also has experience performing audits and attest engagements. She has experience working in several accounting systems including Sage Intacct, QuickBooks Online, MIP Fund Accounting, ACS Realm, and others. She is a Certified QuickBooks ProAdvisor.

Laura is a member of the American Institute of CPAs and Indiana CPA Society. She previously served as treasurer on the board of directors of Hancock Hope House. She previously served as a member of the finance committee at Keep Indianapolis Beautiful and actively volunteers with numerous local organizations. She also previously served as a member of the Forvis Mazars Indianapolis and Bloomington offices’ community engagement committee.

She is a graduate of Kelley School of Business at Indiana University, Bloomington, with a B.S. degree in accounting and an M.B.A. degree in accounting.

Chris serves as the director of PNC's Planned Giving Solutions group. His responsibilities include oversight of a team of Planned Giving relationship managers and Investment professionals and ensuring that there is a consistent delivery of investment advice, administration and education to PNC’s local and national Planned Giving clients. His team provides insight in the areas of life-income gift administration and investments for charitable gift annuities, charitable remainder trusts, and pooled income funds and works with clients to create specific administrative and investment programs designed to help meet their needs.

Chris started his planned giving career with Mercantile Bank & Trust in 1992. In 2000, he became the director of gift planning at Catholic Charities of Baltimore where he was responsible for securing a significant number of gift annuities and memberships in the planned gift recognition society. In 2003, Chris returned to Mercantile and became part of PNC Bank following the acquisition of Mercantile in 2007.

Chris graduated with a Bachelor of Science in Business Administration with concentrations in finance, marketing and management from Towson University. He currently serves on the board of the Northeast Florida Planned Giving Council. Chris served on the board of the National Association of Charitable Gift Planners (NACGP) from 2015 to 2018, and as its chair in 2018. He is a past board member and treasurer of the National Capital Gift Planning Council in DC and the Chesapeake Planned Giving Council in MD. He frequently serves as a guest speaker at conferences and educational programs across the country.

Steven Meyer serves as the Chief Executive Officer of Intend Indiana, a non-profit that connects people to opportunity and advances collaborative community development through equitable financing and housing solutions. Steven oversees the strategic growth of the organization, including its two Community Development Financial Institutions, affordable housing development, and land banking initiative. Prior to joining Intend, Steven worked for the City of Indianapolis and the Indiana Department of Environmental Management focusing on Brownfield redevelopment and environmental cost recovery litigation. Steven is a graduate of the IU McKinney School of Law and a licensed attorney.

As Senior Partner and Co-Owner of LEAP Managed IT, Michael leads a team of dedicated technology professionals committed to solving complex business challenges and uncovering growth opportunities for clients. Drawing on his experience as a business leader in a Fortune 200 organization, Michael helps organizations leverage technology and data to drive innovation, improve the customer experience, and enhance the work lives of team members. Michael specializes in guiding clients through the development of IT master plans that not only fuel growth but also integrate best-in-class cybersecurity standards. Outside of his professional activities, Michael spends his free time coaching youth sports and playing pickleball.