Bio
Credentials
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Change Practioner
Prosci -
CPA
Washington State Board of Accountancy
Experience
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Owner and Principal, CPA
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Oct 1995 - Present
Software evaluation, selection and implementation services.Management of software selection and implementation projects including assessments, requirements definition, application selection, software demo facilitation, implementation partner selection, statement of work and project plan review, contract negotiations, implementation oversight and Project Management.Customers include organizations from all industries including for profit, non-profit, government, and quasi-government entities. Sample customers are Toyota, Emeritus, National Rural Electric Coop, City of Bellevue, City of Durham, City of Dublin, City of Moreno Valley, Robin Hood, King County Housing Authority, BC Liquor Distribution Board, Canfor, 2010 Vancouver Winter Olympics.Types of software evaluated includes ERP, Financials, Customer Relationship Management, Permitting, Business License, Maintenance Management, Human Resources, Payroll, Manufacturing, Distribution, Insurance Services, Medial Claims Processing and many others.
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KPMG
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Greater Seattle Area
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Manager
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Sep 1993 - Sep 1995
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Greater Seattle Area
Member of Growth Management Services Group. Provided Software Selection Consulting services to the Audit and Tax clients of KPMG.
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Corporate Controller
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Sep 1981 - Jun 1993
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Education
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1983 - 1985University of Puget Sound
MBA, Business Administration -
1976 - 1980University of Washington
Bachelor of Arts, Business Administration -
Prosci
Certified Change Practicioner, Change Management
Suggested Services
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References
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