May 29, 2015 ,

Position:

  • Shareholder

Years of Experience:

  • Twenty-five

Industry Team Membership:

  • Public Sector – Department Chair
  • Training Committee – Chair
  • Quality Control Committee – Co-Chair

Education:

  • California State University, Sacramento, Bachelor of Science, Business Administration, (Accountancy)

Experience:

  • Financial and compliance audits of various governmental entities including school districts, county offices of education, community colleges, cities, water districts, joint powers authorities and other special districts.
  • Responsible for oversight of all aspects of audit engagements including planning, execution, and presentation of results to management, governing boards, and committees.
  • Assist clients in preparation of award winning CAFRs and provide clients with recommendations on a wide variety of issues including evaluating the effectiveness of internal control structures and general operating matters.
  • Conduct compliance audits of federal financial assistance programs pursuant to OMB Circular A-133/Uniform Guidance and Government Auditing Standards.
  • 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.
  • Current Chair of Gilbert Associate’s Public Sector Industry and Training Committee, and Co-Chair of the Quality Control Committee.
  • Responsible for overseeing firms peer review and coordinator along with instructor of in-house training seminars.

Professional Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • AICPA Government Quality Center, Designated Quality Partner
  • California Society of Certified Public Accountants (CalCPA)
  • CalCPA Governmental Accounting and Auditing Committee
  • Government Finance Officer Association (GFOA)

Recent Continuing Education:

  • AICPA National Governmental Accounting and Auditing Update Conference
  • CalCPA, Governmental and School District Conferences
  • Various AICPA Government Quality Center Technical Webcasts covering topics such as GASB 68 and new federal super circular
  • Various training related to Accounting and Auditing, Internal Control Structure, Fraud, Ethics, Single Audit Act, and GASB Updates.