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
- Development impact fee assurance procedures
Professional Accomplishments:
- Member of the AICPA PCPS Technical Issues Committee
- Member of the AGA’s Financial Management Standards Board
- Member of the Peer Review Committee for the CalCPA Peer Review Program
- Recipient of the Advanced Single Audit Certificate from the AICPA
- 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 ASCPA Accounting and Reporting Standards Conference Committee (2012-2015)
- Served on the AGA Phoenix Chapter Education Committee
- Served on the AICPA Single Audit Certificate Passing Score Setting Committee
- Instructor at conferences and workshops sponsored by numerous industry organizations, including the AICPA, ASCPA, AGA, Arizona ASBO, Arizona Fire District Association, local AGA and CPA society chapters
- Author of “Emotional Intelligence: Enhancing Your Leadership Skills”, published in the December 2016 issue of AZ CPA magazine
Articles and Presentations:
Understanding the New Independence Rules Related to Financial Statement Preparation
Subrecipient Monitoring – A Deeper Dive into the Requirements under Uniform Guidance
- 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