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 AGA’s Financial Management Standards Board
- Member of the Practice Monitoring Task Force – Government Compliance Audits subgroup (PMTF-GCA) of the AICPA Peer Review Board Task Force
- 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 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 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 Latest GASB Audit Updates: What You Need to Know About Statement 101
More Liabilities, Please! Changes to Reporting Compensated Absences under GASB 101
https://www.3126da0c28.nxcli.io/understanding-the-new-independence-rules-related-to-financial-statement-prep/
Subrecipient Monitoring – A Deeper Dive into the Requirements under Uniform Guidance
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
