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
- 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
