Areas of Expertise:

• Working with governments and non-profits
• Audit, reviews and compilations
• Yellow Book and Single Audits (Uniform Guidance)
• Federal program-specific audits and agreed-upon procedures

Professional Accomplishments:

• Member of the AICPA PCPS Technical Issues Committee
• Former member of the AICPA Governmental Audit Quality Center Executive Committee (2017-2020)
• Section II Southwest Regional Vice President for the AGA (2015-2016)
• Member of the AGA’s Financial Management Standards Board
• Member of the ASCPA Accounting and Reporting Standards Conference Committee (2012-2015)
• Member of the AGA Phoenix Chapter Education Committee
• Served on the AICPA Single Audit Certificate Passing Score Setting Committee
• Instructor at conferences and workshops sponsored by the AGA, Arizona ASBO, Arizona Fire District Association, local AGA and CPA society chapters, New Mexico ASBO, and our firm
• Recipient of the Advanced Single Audit Certificate from the AICPA
• Author of “Emotional Intelligence: Enhancing Your Leadership Skills”, published in the December 2016 issue of AZ CPA magazine

Links to Articles and Presentations:

• Understanding the New Independence Rules Related to Financial Statement Preparation
• Subrecipient Monitoring – A Deeper Dive into the Requirements under Uniform Guidance
• Data Analytics – A New Era of Auditing
• Governmental Auditing Updates (presentation slides) 
• The “Other” GASB Statement
• GASB Proposal on Tax Abatements
• Be Part of the Standard Setting Process
• Governmental Updates: Uniform Guidance and GASB (presentation slides)

Memberships:

• American Institute of Certified Public Accountants
• Arizona Society of Certified Public Accountants
• Association of Government Accountants
• Government Finance Officers Association
• Government Finance Officers Association of Arizona