I work closely with leaders of commercial businesses and nonprofit organizations to formulate and implement strategies to effectively safeguard, manage and utilize resources to maximize profits and the impact of program outcomes.
In addition to my work with commercial clients, serving mission-driven organizations has been a passion of mine for over 25 years. In fact, I consider helping nonprofit organizations positively impact the quality of life for others my calling.
In addition to serving as Assurance Services Director, I am a senior member of Brady Ware's Nonprofit Services Group, overseeing a team of industry specialists currently serving over 100 nonprofit organizations in Ohio and Indiana.
I have significant expertise in strategic planning, executive succession, financial and operational controls, financial reporting, compliance matters, board development and training, and audits of organizations that are supported by federal funding and subject to government auditing standards and the provisions of OMB Circular A-133.
Serving the community, my profession and my alma mater are very important to me. I currently serve as a volunteer for the following organizations:
Chair-elect - Board of Directors of the United Way of the Whitewater Valley, Treasurer - Board of Directors of the Wright State University Alumni Association, Treasurer - Board of Directors of the Greater Dayton Better Business Bureau, Member of the the Indiana CPA Society Ethics Committee and Member Association for Strategic Planning.
Specialties: Strategic Planning, Auditing, Financial Reporting, Governmental Auditing, Accounting Processes and Controls, Strategic Planning, Board Governance, Board Training, Board Recrutiment and Succession, Mergers of Nonprofit Organizations, Executive Succession