Qualifications

CPA licensed in Arizona since 1994
CPA licensed in Colorado since 2019
Certified Association Executive (CAE) since 2022
17 years of experience as a CFO of non-profit organizations
7 years of experience as an auditor of non-profit organizations
Board member of several non-profit organizations

Experience

  • Financial Forecasting & Reporting
  • Stakeholder Communication
  • Budgeting
  • Strategic Planning
  • Financial Analysis
  • Managing Audits
  • Public Policy & Advocacy
  • Financial, Managerial & Cost Accounting
  • Internal Controls
  • Team Building & Leadership
  • Insurance & Risk Management
  • Cash Management
  • Banking Relationships & Debt Restructuring
  • Capital Projects & Campaigns
  • Business Development
  • Payroll Tax & 990’s
  • Auditor of non-profits, school districts and credit unions
  • Change Management