May 29, 2015 , ,

Position:

  • Shareholder and Director of Audit Practice

Years of Experience:

  • Twenty-Nine

Industry Team Membership:

  • Insurance Pools – Department Chair
  • Employee Benefits – Department Chair
  • Real Estate Development – Department Chair
  • Privately Held Business

Education:

  • University of California, Berkeley, B.S. (Accounting and Finance)

Experience:

  • Shareholder in charge of numerous audits of insurance pools, employee benefit plans, privately held companies, and state and local government agencies.
  • Chairperson of the firm’s Insurance and Employee Benefit Plans Industry Teams.
  • Shareholder in charge of several outsourced Controllership and CFO services for insurance pools.
  • Consultant and Expert Witness for self-insurance related matters.
  • Guest lecturer, California Association of Joint Power Authorities annual conference.
  • Guest lecturer, National League of Cities Risk Information Sharing Consortium annual conference.
  • Former Controller and portfolio manager for multi-employer pension and welfare plan administration.
  • Former Compliance audit manager for employee benefit trust.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • Member, AICPA Employee Benefit Audit Quality Center
  • Former Chairperson, CPA Associates, International Employee Benefit Plan Committee
  • California Society of Certified Public Accountants (CalCPA)
  • Member, California Association of Joint Powers Authorities Finance and Technology Committee

Recent Continuing Education:

  • Annual Attendance at AICPA Conference on Employee Benefit Plans
  • AICPA Practitioners’ and Technology Conference
  • Various training related to Accounting and Auditing, Strategic Analysis and Change Management, Internal Control Structure, Fraud, Ethics, Single Audit Act, and GASB Updates.