Experience

GWSCPA

• United States
• Accounting
• 1 - 100 Employee

• Executive Board Member

  • Jul 2019 - Present

  Currently serve as the Treasurer on the Executive Committee of the GWSCPA Board (through June 2021). Additional roles as part of Executive Committee will include: - Vice-President (July 2021 - June 2022) - President (July 2022 - June 2023)

• Board Member

  • Jul 2015 - Jul 2019

  In addition to being a board member, other roles I have served on the Society have included: 1) Former chair of the Employee Benefit Plan Conference Planning Committee 2) Member of the Employee Benefit Plan Conference Planning Committee 3) Member of the Employee Benefit Plan section4) Member of the Nonprofit Section5) Member of the Women to Watch Conference Planning Committee6) Former chair of the Young and Emerging Accountants Committee7) Member of the Scholarships Committee



Johnson Lambert LLP

• United States
• Accounting
• 200 - 300 Employee

• Principal

  • Sep 2009 - Dec 2020

  Responsible for planning and directing all aspects of audit fieldwork and financial statement preparation for audits of not-for-profit organizations and associations, and employee benefit plans.Author articles for not-for-profit/association, and employee benefit plan industry, highlighting recent accounting developments and organizational best practices. Coordinate and present internal firm trainings, including both technical (including but not limited to employee benefit plan updates, understanding the form 990, auditing NFPs) and soft skill topics (leadership, time management, and organization).



Speaker

• Industry speaking engagements

  • Jan 2016 - Nov 2020

  Non-profit specific:AICPA Not-for-Profit Industry Conference• Liquidity & Availability Disclosures (2020)Greater Washington Society of CPAs• Something Old, Something New: Roles of the Board and Management (2020)• New Revenue Recognition Standard (2016)• Internal Controls: Best Practices for Nonprofits (2016)• Becoming a Pro at Auditing Pension Plans (2016)FAR (formerly the Finance & Administration Roundtable)• Revenue Recognition (2020)• When No News is Good News – Best Governance Practices to Keep Your Nonprofit from Making Headlines (2018)ASAE Associations @ Work• Teaming A Member-Based Association with A Related Foundation (2019)Johnson Lambert• The New Normal: Nonprofit Board Responsibilities (2020)• Nonprofit Accounting Update (2019, 2018)• An Explanation of the New Revenue Recognition Standard for NFPS (2019)Employee benefit plan specific:AICPA Employee Benefit Plan Conferences• Eligibility Rules; Ready Set Go (2020)• On Auto-Pilot: Automatic Provisions Don't Always Always Equal Smooth Sailing (2019)• Distributions & Participants Loans - All the Updates You Need To Know (2019)• Forget Me Not - 401(k) Testing Rules (2018)• How to Build a Winning Hand: Collaboration for EBP Audit Quality (2018)• Resources, Mentoring and Collaboration: The CPA’s Solution for EB Audit Quality and Enforcement (2017)