May 29, 2015 , ,

Position:

  • Consultant for Advisory Services

Years of Experience:

  • Forty

Industry Team Membership:

  • Valuation
  • Government
  • Financial Planning
  • Privately Held Business

Education:

  • California State University, Fullerton, B.A.
  • California State University, Sacramento, M.B.A.
  • National Association of Certified Valuation Analysts, C.V.A.
  • Association of Certified Fraud Specialists, C.F.S.

Experience:

  • Engagement shareholder on audits of public sector (State agencies, school districts, county offices of education, community colleges), nonprofits (charter schools, public charities and associations) and private sector clientele.
  • Member of the State Controller’s Office K-12 Audit Guide Committee and the CSBA Education Legal Alliance/Audit Task Force. This group develops the annual audit guide for California educational agencies.
  • Author and presenter for the California Society of Certified Public Accountants (CSCPA) courses, including Governmental Accounting and Auditing, Implementation and Review Procedures, Audit Standards, and audits of California School Districts.
  • Consultant in the areas of internal control risk assessment, cost accounting, strategic planning, arbitrage, and financial forecasting.
  • Professor, taught accounting and auditing courses at California State University, Sacramento and National University.
  • Expert witness and consultant to a variety of governmental agencies on personnel issues, state administrative proceedings, and fraud, abuse and illegal acts.
  • Frequent lecturer: CASBO Conference; CSBA Conference; CSCPA Annual School District and GA&A Conference; AGRIP Conference; PARMA Conference.
  • Expert witness for hearings on proposed legislation to the California State Legislature’s Education and Business and Professional Committee.
  • Business Valuation for succession planning, employee stock ownership plans and loss of earnings.
  • Litigation support for forensic related audit and accounting cases.
  • Expert consultant/witness for formal administrative/court proceedings.
  • Frequent lecturer/conference speaker on ethics and fraud related topics.
  • Whistleblower and fraud investigations and reporting.
  • Expert in public and private sector insurance operations: workers’ compensation, property, liability, and health coverage.
  • Experience teaching accounting and auditing courses at California State University, Sacramento and National University.

Professional and Civic Affiliations:

  • American Institute of Certified Public Accountants (AICPA)
  • California Society of Certified Public Accountants (CalCPA)
  • National Association of Certified Valuation Analysts (NACVA)
  • California Association of Joint Powers Authorities (CAJPA)
  • National Association of Certified Fraud Specialists (NACFS)
  • Association of Certified Fraud Specialists (ACFS)
  • Sacramento Rotary President, 2013-2014
  • Boy Scouts – GEC President, Troop 1 ASM
  • Reclamation District #1000 – Board Chairman of Legal and Budget Committees
  • St. Francis High School – Board, Chairman of Budget and Finance Committees