May 29, 2015 ,

Position:

  • President and Chief Executive Officer
  • Shareholder

Years of Experience:

  • Thirty-Seven

Industry Team Membership:

  • Nonprofit and Associations – Department Chair

Education:

  • State University of New York, B.S., Accounting

Experience:

  • Firm President and Chief Executive Officer.
  • Directs the Firm’s Nonprofit and Association Industry Team.
  • Primary experience is in serving the nonprofit community in California.
  • Served over 300 entities in the sector, including trade and professional associations, foundations, social service organizations, research and education providers, and unions.
  • Provide a broad variety of advisory services in the areas of financial management, governance and Board responsibilities, strategic planning, internal controls, and operating matters.
  • Frequent speaker to nonprofit boards and other groups regarding industry issues and best practices.
  • Certified BoardSource Governance Trainer.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • American Leadership Forum, Mountain Valley Chapter, Class XIII
  • California Society of Association Executives
  • Sacramento Metropolitan Chamber of Commerce, Leadership Sacramento

Recent Continuing Education:

  • AICPA National Not-For-Profit Conference
  • AICPA Nonprofit Financial Executive Forum
  • CalCPA, Not-For-Profit Conference