May 29, 2015 ,

Position:

  • Manager

Years of Experience:

  • Seven

Education:

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

Experience:

  • Manager on a variety of audits including governmental entities, nonprofits, community colleges, privately held businesses, employee benefit plans, and joint powers authorities.
  • Manages and supervises staff on each engagement, with varying degrees of experience. Responsible for financial statement presentation, footnotes, management letters and other required communications.
  • Assists in the daily progress of audit fieldwork.
  • Conducts compliance audits of federal and state grants pursuant to Government Auditing Standards and Uniform Guidance (formerly OMB Circular A-133).
  • Conducts compliance audits in accordance with Guide for Annual Audits of K-12 Local Education Agencies and State Compliance Reporting and Contracted District Audit Manual, issued by the California Community Colleges Chancellor’s Office..

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • Beta Alpha Psi, California State University, Sacramento

Recent Continuing Education:

  • GFOA, Advance Government Training
  • AICPA, Foundations in Governmental Accounting
  • AICPA, Applying A-133 to Nonprofit and Government Organizations
  • AICPA, Employee Benefit Plans: Audit and Accounting Essentials
  • AICPA, Auditing Defined Contribution Plans
  • AICPA, Governmental Accounting and Reporting
  • NIPA at WP&PB – Capitol Forum on Pensions
  • Various in-house training related to Accounting and Auditing, Internal Control Structure, Fraud, Single Audit Act, GASB Updates, Non-Profit, Joint Power Authorities.
  • AICPA Employee Benefit Plans Conference
  • AICAP OMB Supplement and Single Audit Update
  • AICPA Applying the Uniform Guidance for Federal Awards