Areas of Expertise:
- Working with governments and non-profits
- School district financial statements
- Technical advisor to the Association of School Business Officials International’s Certificate of Excellence Program since 2008
- Recipient of the Advanced Single Audit Certificate from the AICPA
- Presenter at conferences sponsored by Arizona Association of School Business Officials, ASBO International, Southeastern ASBO, and AGA Phoenix Chapter
- Comprehensive Annual Financial Reports
- Instructor for accounting and compliance trainings for school districts sponsored by HeinfeldMeech
Links to Articles and Presentations:
- New Year’s Resolutions for Your Organization
- Reconciling Cash to the County Treasurer – What a School District Needs to Know
- The Do’s and Don’ts of Reviewing School District Financial Statements (video)
- Tips for School Districts – Budgeting Expenditures in the Debt Service Fund (video)
- Understanding Federal Programs from an Auditor Perspective (powerpoint slides)
- Auditing When You Don’t Have an Internal Auditor (powerpoint slides)
- Understanding Covered-Employee Payroll
- Compensated Absences Liability – Determining the Amount Due within One Year
- Spotlight on Monitoring Financial Health – Statement of Activities
- Spotlight on Monitoring Financial Health – Statement of Financial Position
- ASBO International Certificate of Excellence webinar
Memberships:
- Association of School Business Officials International
- Arizona Association of School Business Officials
- Arizona Society of Certified Public Accountants
- American Institute of Certified Public Accountants
- Association of Certified Fraud Examiners