May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Nineteen

Industry Team Membership:

  • Nonprofit and Associations
  • Privately Held Business
  • Government

Education:

  • California State University, Fresno, B.S.
  • California State University, Sacramento, (Accountancy)

Experience:

  • Has served over 75 not-for-profit organizations.
  • Responsible for oversight of all aspects of attestation engagements including planning, execution, and presentation of results to governing boards and committees.
  • Provides clients with recommendations on a wide variety of issues including internal financial controls and general operating matters.
  • Provides internal and external training on financial matters and audit issues and procedures.
  • SEC experience including initial public offerings, business combinations, 10SB filings, and quarterly and annual reporting.
  • Experience with a Big Four CPA firm before joining Gilbert Associates.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • California Society of Certified Public Accountants (CalCPA); Sacramento Chapter, Director
  • California Society of Certified Public Accountants (CalCPA); Sacramento Chapter Nonprofit Committee, Chair
  • Sacramento Metropolitan Chamber of Commerce, Leadership Sacramento
  • Fairytale Town, Inc., Past Director/Treasurer

Recent Continuing Education:

  • AICPA National Not-For-Profit Industry Conference
  • CalCPA Not-for-Profit Conference