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

COVID-19 and the Changing Landscape of Single Audits

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

Data Analytics – A New Era of Auditing

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