GWSCPA - Key Persons
Job Titles:
- Financial Reporting Manager
Job Titles:
- Director of Finance / the Institute for Higher Education Policy - Washington
The Institute for Higher Education Policy - Washington
Job Titles:
- CFO
- Emeritus
- ICBA 's Senior Executive Vice President, Chief Financial Officer
Alex Galeano is ICBA's Senior Executive Vice President, Chief Financial Officer, based in our Washington, DC office. In this role, Alex will provide leadership to the association as a steward, strategist, and catalyst for the financial resources and activities of ICBA and its subsidiaries.
Alex started his career in the for-profit industry, serving in public accounting, consulting, and fortune 500 companies. Over time, Alex felt that he wanted to apply his accounting and financial management background to work for an organization with a social, charitable, or community mission. In 2003, he accepted a role with AARP and went on to have a 9-year tenure there.
After AARP, Alex held senior financial positions at the National Association of Broadcasters and recently served as Chief Financial Officer for ASIS International, a global membership organization for security management professionals.
Alex received both his Bachelor's degree in Accounting and MBA from Strayer University. He is a Certified Public Accountant (CPA) in the Commonwealth of Virginia and recently obtained his Certified Association Executive (CAE) designation.
Independent Community Bankers of America - Washington
Job Titles:
- Member of the EXECUTIVE COMMITTEE
- Immediate past - President
Amisha Patel, CPA, was previously a Principal for the multi-office CPA firm. As an Audit Principal. She has been active in the public accounting profession as well as industry events. Amisha is a frequent speaker on both not-for-profit and employee benefit plan topics at the state society and AICPA conferences. In October 2014, Amisha was recently awarded and recognized by the GWSCPA as an Emerging Leader, honoring DC area professional women making a significant impact on the accounting profession. Amisha is a graduate of Villanova University, where she obtained her Bachelor of Science in Accountancy.
Job Titles:
- Director of Finance and Administratio
Job Titles:
- Founder
- Principal Consultant
Job Titles:
- VP and CFO / American Petroleum Institute - Washington
Job Titles:
- Vice President - Finance and Operatio
Job Titles:
- Partner / KPMG, LLP - Washington
Job Titles:
- Senior Audit Manager With Weaver
- Senior Manager, Audit EBP
Angela Juvelis is a Senior Audit Manager with Weaver. With over 20 years of experience in public accounting, Angela's practice areas include performing and supervising audits of pension, health and welfare, and 401(k) plans, as well as audits of charitable and other nonprofit organizations. Her expertise includes the disclosure and reporting requirements mandated by the DOL, IRS and ERISA. Angela received her Bachelor of Science degree from the University of Maryland, College Park, MD. Angela is on the Board of Governors of the Greater Washington Society of CPAs, is a member of the American Institute of Certified Public Accountants and is currently the Vice President of Finance for the Greater Bethesda Chamber of Commerce.
Job Titles:
- Deputy CFO & Controller / National Geographic
Job Titles:
- CFO / UMWA Health & Retirement Funds - Washington DC
Job Titles:
- SVP, C & I Relationship Manager / Eagle Bank - Vienna
Job Titles:
- Senior Relationship Manager / TD Bank - Washington
Job Titles:
- Director of Finance / American Association of Geographers - Washington
Job Titles:
- Independent Recruiter / Independent Recruiter - Bethesda
Associated Builders and Contractors - Washington, DC
Job Titles:
- Senior Vice President / Chief Financial / Consumer Healthcare Products Association - WASHINGTON
Job Titles:
- Senior Manager / Grant Thornton LLP - Arlington
Job Titles:
- Director of Business Development / the Alliance Group - Vienna
Brittney Gordon, CPA is Director of Business Development at The Alliance Group, through which she provides her professional network of Executive leaders with access to consulting, advisory, executive search, and interim staffing to tackle projects and talent challenges in Accounting, Finance, IT, and Financial Systems. Brittney has led Alliance's nonprofit presence for the last 4 years, in addition to serving clients in the Fortune 500, private companies, and multinational firms. As a result of her efforts and those of her team, Alliance has achieved a 3-year organic growth rate of 175% and has been recognized as one of the fastest-growing private companies in Greater Washington as a 5-time recipient of the Inc 5000 award and Moxie Award nominee. Prior to Alliance, Brittney spent several years in public accounting as part of EY's commercial Assurance practice in Greater Washington, where she worked with multinational clients and established her professional reputation for client service, transparency, and integrity. Brittney has a Bachelor of Business Administration from the College of William & Mary, is a Certified Public Accountant (CPA), and is a member of the AICPA and the Greater Washington Society of CPAs.
Job Titles:
- CFO / National Council for Behavioral Healt Health - Washington
National Council for Behavioral Healt Health - Washington
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- Principal / Johnson Lambert LLP - Vienna
Job Titles:
- Area Executive Vice President for First Citizens Bank
Carl L. Hairston is Area Executive Vice President for First Citizens Bank where he is responsible for the local operations in Maryland, DC and Northern Virginia. In the DMV, First Citizens Bank manages almost $700 million in business and commercial loans and deposit portfolios with a primary focus on business and commercial clients throughout our six branch and corporate office locations. Total number of full-time equivalents is almost 60 that is anticipated to continue to grow with the recent announcement of FCB's planned merger with CIT Group that is anticipated to be completed in the first half of 2021. Carl possesses over 31 years of financial services experience, holding various roles over the span of his banking career. Carl was formally-credit trained in Fleet Bank's (now Bank of America) Corporate Credit Training Program over 20 years ago.
Carl completed his Bachelor's Degree in Business Administration (Marketing and Human Resource Development) and Master's of Business Administration degree at Medaille College in Buffalo, New York. In 2014 Carl completed M&T's Senior Leadership Development Program at the University of Michigan's Stephen M. Ross School of Business. He is a 2014 recipient of a Washington Business Journal Minority Business Leader Award, 2011 recipient of an Emerging Leader Award from Associated Black Charities, 2008 recipient of the Minority Business Summit's Men of Influence Award, 2007 recipient of the Baltimore Business Journal's Forty Under 40 Award, and 2003 recipient of the Rochester Business Journal's Forty Under 40 Award and an Alum of Leadership Greater Washington's Class of 2012.
Currently, Carl serves as Treasurer of the National Association for the Education of Young Children where he sits on the Executive Commitment and Chairs the Finance and Investment Committee. Carl is also a Past Board Chair of the DC Chamber of Commerce and Culture Capital (f/k/a The Cultural Alliance of Greater Washington). Carl's other prior board experience includes serving Treasurer and Executive Committee member, Morgan State University Foundation; and board member of the Washington DC Economic Partnership. He is also a member of professional fraternity, Sigma Pi Phi and a Financial Literacy Facilitator for Wilderness Leadership and Learning, Inc.
Job Titles:
- Admin
- Member of the EXECUTIVE COMMITTEE
- President
- Vice President of Finance
- Vice President of Finance & Administration and Treasurer at Resources
Carolyn Mollen is the Vice President of Finance & Administration and Treasurer at Resources for the Future (RFF). In her role at RFF, she oversees finance, technology, building services, and human resources, ensuring RFF has efficient and effective operations that support the organization's mission advancement. She specializes in nonprofit accounting and operations issues, with an emphasis on financial reporting, budgeting, and talent management. Prior to joining RFF, Carolyn was the chief financial officer at Independent Sector, the leadership network for nonprofits, foundations, and corporations committed to advancing the common good. She previously served as a manager with LarsonAllen LLP in their outsourcing department where she gained broad experience with a variety of nonprofit organizations. Carolyn is a member of the American Institute of CPA's Not-for-Profit Advisory Council and a member of the Financial Accounting Standards Board (FASB) Not-for-Profit Advisory Committee. As a member of the Board of Directors at GWSCPA, she chairs the Nonprofit Financial Accountability Task Force and previously served as chair of both the Not-for-Profit Section and the NonProfit Symposium. She also received the 2015 GWSCPA Outstanding Member in Business & Industry Award and the 2016 Nonprofit CFO Rising Star Award. In addition to her professional memberships, she serves as president for Traveling Players Ensemble, a nonprofit theater camp. She is also a licensed CPA in the Commonwealth of Virginia.
Job Titles:
- Partner
- LLC - Falls Church
Job Titles:
- Director / Vault Consulting, LLC - McLean
Job Titles:
- Member of the EXECUTIVE COMMITTEE
- President Elect
- Vice President
Chris is a manager in the Client Advisory Services practice of KWCCPAs. He is a certified public accountant with almost 20 years of experience in the accounting and finance industry. He works primarily with mid-market business in a variety of industries, including professional services, technology, government contracting, and non-profits. Chris is the former President of Mannina Incorporated and Director with Citrin Cooperman Advisors where he provided fractional/interim CFO and Advisory services. His areas of expertise include reporting, compliance, strategic planning, FP&A, monitoring, and internal controls.
Chris is a graduate of American University and holds a Bachelor of Science in Business Administration. When he's not crunching numbers or writing articles, he enjoys spending time with his wife and young children.
Job Titles:
- Relationship Manager
- C & I Relationship Manager
Job Titles:
- SVP, Commercial Relationship Manager / Atlantic Union Bank - Reston
Job Titles:
- Business Development Manger / Payroll Network - Rockville
Job Titles:
- Manager, Fed Audit Practice
Job Titles:
- Controller / Senior Director / Association of American Medical Colleges - Washington
Job Titles:
- Client Relation Partner FA
Job Titles:
- Resource Management Officer / National Guard Bureau - Washington
Job Titles:
- CFO / Washington Music Sales Center, Inc. - Wheaton
Job Titles:
- Business Center Manager / Atlantic Union
Job Titles:
- Director, Office of Fin. Policy
Job Titles:
- Market President and NP Banking Group
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- Vice President, Finance & Administrat / Association of Fundraising Profession Professionals - Arlington
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- Controller / American College of Trust and Estate Counsel - Washington
American College of Trust and Estate Counsel - Washington
Job Titles:
- Senior Vice President
- Team Leader
Job Titles:
- Partner / KPMG, LLP - Washington
Mr. Thomas is a partner in KPMG's audit practice in the Washington, DC office. He has more than 24 years of experience providing financial statement audits in the government and nonprofit sector. He also has experience in providing performance audit and attestation services to federal agencies and state and local governments.
Job Titles:
- Principal / JarmanSmith PLLC - Washington
Job Titles:
- Audit Services / Ernst & Young LLP - Washington
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- Director of Finance / ARMENIAN ASSEMBLY of AMERICA INC - WASHINGTON
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- Assistant Vice President, Finance & C / Association of American Railroads - Washington
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- Director, Advisory / KPMG, LLP - McLean
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- VP Finance & Operations / American Gaming Association - Washington
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- Founder Emeritus / Payroll Network - Rockville
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- Accounting Manager / Association for Financial Professiona Professionals - Bethesda
Association for Financial Professiona Professionals - Bethesda
Job Titles:
- CFO / ALS Association - Arlington
Job Titles:
- Partner / KPMG, LLP - Washington
Job Titles:
- Director of Finance & Administration / American Association of Colleges
American Association of Colleges of Nursing - Washington
Job Titles:
- Controller / Food Research & Action Center Inc - Washington
Job Titles:
- VP, Finance and Operations / Meyer Foundation - Washington
Job Titles:
- Nonprofit Practice Leader
Job Titles:
- Manager / CliftonLarsonAllen - Arlington
Jen's drive, attention to detail and technical background makes her the perfect fit to lead the internal accounting and finance responsibilities for Vault. She has a great ability to manage and execute multiple projects at once, and understands the importance of financial analysis to help the leadership team make thoughtful and strategic decisions.
Jen believes deeply in the importance of supporting every individual on the team and is looking forward to becoming invested in her fellow Vaulter's personal and professional growth. Jen's positive attitude and calm demeanor fosters a supportive environment making work both enjoyable and productive.
Prior to joining Vault, Jen spent six years in public accounting in consulting and assurance services. In her most recent role as transaction advisory services manager at RSM, she was responsible for performing financial due diligence for institutions engaging in mergers and acquisitions. During her time in public accounting, Jen provided oversight and coaching on various teams, led discussions with executives at various organizations, and analyzed financial statements in a range of industries.
In her personal time, she enjoys spending time with family and friends, staying active and traveling.
Job Titles:
- Senior Associate / Kearney & Company - Alexandria
Job Titles:
- VP Finance and Administration / American Coatings Association - Washington
Job Titles:
- CFO / Girl Scouts Council of the Nation 's Capital - Washington DC
Jessica is currently the Chief Financial Officer for the Girl Scout Council of the Nation's Capital. Prior to this role Jessica served as the Controller for Brand USA, the destination marketing organization of the United States. Before transitioning to the not-for-profit industry, Jessica spent 11 years in public accounting performing and overseeing financial and information technology audits. Lastly, Jessica is an adjunct professor with Nichols College teaching as part of the college's Master of Science in Accounting Program.
Jessica is passionate about the accounting profession. She serves on several American Institute of Certified Public Accountants (AICPA) volunteer committees such as the AICPA Foundation Board of Trustees and the AICPA Student Recruitment Committee. Jessica is a Council Member-At-Large with the AICPA and is a former AICPA Women's Initiatives Executive Committee member. Jessica serves on the Boards of the Maryland Association of CPAs Foundation and the Greater Washington Society of CPAs. Lastly, Jessica is a Board Member of the Towson University Accounting Advisory Board.
Jessica gives back to the community as an appointed Board Member of Maryland 529 (formerly the College Savings Plan of Maryland), where she serves on the Audit and Governance Committee. She is also a member of the community service organization Sigma Gamma Rho Sorority, Inc.
Jessica's accomplishments include being named a Maryland Association of CPAs 2021 Women to Watch- Emerging Leader, a Black CPA Centennial's 40 Under 40 Black CPA Award Winner, a Maryland Daily Record 2021 VIP List Honoree, a 2021 AICPA Outstanding Young CPA Award recipient, a 2020 and 2021 CPA Practice Advisor 40 Under 40 Professional, Maryland Daily Record 2020 Leading Women Award winner, Maryland Daily Record 2021 VIP List Honoree, and a Practice Ignition's Top 50 Women in Accounting for 2020. Jessica is also a graduate of the highly competitive AICPA Leadership Academy.
Jessica earned her bachelor's degree in business administration from Towson University and her master's degree in accounting from George Washington University. Jessica is a Certified Public Accountant licensed in Virginia. She is also a Certified Information Systems Auditor, Project Management Professional, Certified Information Technology Professional, and Certified Government Financial Manager.
Girl Scouts Council of the Nation's Capital - Washington DC
Job Titles:
- Director / Vault Consulting, LLC - McLean
Job Titles:
- Senior Vice President / Bank of America Merrill Lynch - Washington
Job Titles:
- President / Payroll Network - Rockville
John P. Langan, CPA is the Managing Partner of Nonprofit at CliftonLarsonAllen, LLP (CLA) a top 10 national accounting and consulting firm. Before joining CLA and its predecessor LarsonAllen, Mr. Langan was the Founder and Managing Partner of Langan Associates, PC an exclusive provider of not-for-profit accounting, tax and consulting services. CLA serves over 6,000 not-for-profit organizations nationwide across eight sub-industries including associations, foundations, social service and higher education organizations. The Nonprofit Group within CLA is the firm's largest industry group with annual fees in excess of $60 million. Mr. Langan established Langan Associates in 1988 after several years with the international accounting firm of Arthur Andersen. He has over 25 years experience serving not-for-profit organizations and has a national reputation as an expert, author and presenter on financial, tax and technology topics facing not-for-profit organizations. He has served as a trusted advisor to major not-for-profit including the American Society of Association Executives and Center for Association Leadership, United Way Worldwide, American Red Cross, Boys & Girls Clubs, and many others.
Job Titles:
- Partner / PBMares, LLP - Fairfax
Job Titles:
- Controller of Justice Federal Credit Union
Jonathan Miller is the Controller of Justice Federal Credit Union. He joined the organization to lead and oversee finance and accounting departments, integrating best practices and process improvement to expand operational strategy and support the organization's objectives. Jonathan serves as the technical accounting resource in the organization, conducting research to ensure adherence to regulatory requirements and compliance standards. Additionally, manages finance operations and ad hoc projects for the company with $38MM in revenue and $6MM in net income annually.
Job Titles:
- Vice President Commercial Relationshi / Capital One Bank - McLean
Job Titles:
- Financial Advisor
- Principal
Job Titles:
- Principal
- LLC - Friendship
Job Titles:
- Member of the EXECUTIVE COMMITTEE
- Partner / Councilor, Buchanan & Mitchell, P.C. - Bethesda
- Partner and Director of Not
- Treasurer / Councilor, Buchanan & Mitchell, PC / Bethesda
Julia Lafferty is a Partner and Director of Not-for-Profit and Employee Benefit Plan Services at CBM. She has over 28 years of accounting and auditing experience, with concentrations in not-for-profit organizations and audits of employee benefit plans. She spent the first 15 years of her career with a Big Four accounting firm where she audited organizations in a variety of industries. She then spent 10 years with a regional firm specializing in not-for-profit organizations. Julia has been responsible for various administrative and consulting tasks, including drafting accounting policies and procedures, consulting on operational efficiency reviews, agreed-upon procedures and federal grant compliance and reporting. She has also performed peer review and internal audit engagements. Julia serves as the firm's lead in recruiting new staff accountants and interns.
Job Titles:
- Principal / CliftonLarsonAllen - Arlington
Job Titles:
- Senior Relationship Manager / Capital One Business Banking Group - Washington
Job Titles:
- SVP and Market Manager, Not - for - Profi / Capital One Bank - McLean
Kathy, our President and Founder, created the firm in 1999 after serving as a senior manager in KPMG, LLP's not-for-profit practice, where she found her passion for supporting not-for-profit organizations while developing her expertise in audit and outsourcing. Kathy's goal in founding the firm was to create a unique firm focusing on supporting and solving the higher-level issues facing not-for-profits and forming long-term trusted advisor relationships with clients that promote on-going services and collaboration. Since the firm's inception, Kathy has focused on building an incredibly skilled team that shares her passion for servicing the DC not-for- profit community. Her dedication to the not-for-profit industry spans over 30 years, serving not-for-profit organizations with revenues ranging from $1 million to $1.2 billion. She earned a Bachelor of Science in Accounting from Villanova University and holds an active Certified Public Accountant license in the State of Maryland. Kathy has also served the community by serving on the Board and Audit committees for several not-for-profits, currently including the Greater Washington Society of Certified Public Accountants (GWSCPA) Board of Governors and Audit Committee Chair. In November 2014, Kathy received the AICPA Women to Watch - Experienced Leader Award from the GWSCPA and speaks at various local conferences on not-for-profit issues.
Job Titles:
- Assistant Controller
- Senior Director
Job Titles:
- Chief Financial Officer / CATHOLIC CHARITIES USA - Alexandria
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- Senior Manager / Rubino & Company - Bethesda
Job Titles:
- Senior Associate / RSM US LLP - McLean
Job Titles:
- Manager / Vault Consulting, LLC - McLean
Job Titles:
- CFO / International Association for Dental Research - Alexandria
International Association for Dental Research - Alexandria
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- Controller / National Academy of Sciences - Washington
Job Titles:
- Chief Financial and Admin Officer
Laurie is the Office Managing Partner for assurance services in the Greater Washington, D.C. market. She is also the Executive Director of BDO's Institute for Nonprofit Excellence.
Laurie has more than 25 years of experience in public accounting. She is responsible for operations of the local audit practice, which serves clients across several industry segments including Technology, Life Sciences, Real Estate, Government Contractors, Healthcare and Nonprofit organizations. She is responsible for overseeing the growth and people strategies for the office with a particular focus on audit quality.
Laurie is a regular speaker at internal and external seminars on topics including accounting practices and internal controls, mergers and acquisitions, governance issues, leadership development, and diversity and inclusion.
Laurie was awarded one of the 2013 Women to Watch Awards by the Greater Washington Society of CPAs for her contributions to the profession. She is a member of the firm's Inclusion - Women National Strategy Team.
Job Titles:
- CFO
- Executive Vice President
Job Titles:
- Partner / Calibre CPA Group, PLLC - Bethesda
Job Titles:
- Assurance Senior Manager / Marcum LLP - Rockville
Job Titles:
- Senior Controller / Vault Consulting, LLC - McLean
Job Titles:
- SVP, CFO and Chief Diversity & Inclus / Mortgage Bankers Association of America - Washington
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- Accounting and Auditing Partner / Gross Mendelsohn & Associates, P.a. - Baltimore
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- Assistant Controller / the Catholic University of America - Washington
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- VP Commercial and Non - Profit Banking / First Citizens Bank - Vienna
The Washington Institute for Near East Policy - Washington
Job Titles:
- Chief Financial Officer
- Chief Financial Officer / American Counseling Association - Alexandria
Job Titles:
- CFO / INSTITUTE of SCRAP RECYCLING INDUSTRIES INC - WASHINGTON
INSTITUTE OF SCRAP RECYCLING INDUSTRIES INC - WASHINGTON
Job Titles:
- Managing Director / First National Bank - Bethesda
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- Principal / CliftonLarsonAllen LLP - Greenbelt
Job Titles:
- Senior Director / Family, Career and Community
Family, Career and Community Leaders of America - Reston
Job Titles:
- Chief Financial Officer / Academy of Managed Care Pharmacy - Alexandria
Job Titles:
- Chief Investment Officer / Raffa Wealth Management, LLC - Washington
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- VP of Finance and Administration / Wireless Infrastructure Association - Arlington
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- Partner / Marcum LLP - Rockville
Job Titles:
- Senior Director, Engagement
Job Titles:
- Director of Accounting & Financial Re
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- Founder & President / Chisholm Consulting LLC - Charleston
Job Titles:
- Senior Financial Recruiter
Job Titles:
- Chief Operating Officer, at Gateway Homes, Inc
- Chief Operations Officer / Gateway Homes, Inc. - Richmond
Michael Harris currently serves as Chief Operating Officer, at Gateway Homes, Inc. In this executive level role, he is responsible for leading all administrative functions and launching the organization's Diversity, Equity and Inclusion Group. In prior roles, he has led large finance teams, human resources, operations and IT functions, with responsibility for payroll and benefits administration, performance management, onboarding, training and development.
Job Titles:
- Partner / Ryan and Wetmore, PC - Vienna
Job Titles:
- Director of Financial Services
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- Controller / American Farmland Trust - Washington
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- CFO / Training Resources Group - Arlington
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- Partner, Assurance and Advisory / PBMares, LLP - Fairfax
Job Titles:
- Chief Operation & Accounting Officer
Job Titles:
- Audit Manager
- Chairman
- Co - Chair
Job Titles:
- SVP - Senior Relationship Manager / Bank of America Merrill Lynch - Washington
Job Titles:
- Senior Advisor / Councilor, Buchanan & Mitchell, P.C. - Bethesda
Job Titles:
- Director / O'Connor Consulting Services, LLC - Bethesda
Job Titles:
- Member of the EXECUTIVE COMMITTEE
- Partner
- Partner / Johnson Lambert LLP - Vienna
- Secretary / Johnson Lambert, LLP / Vienna, VA
Paul Preziotti is a Partner with Johnson Lambert, a national CPA firm that provides audit, tax and assurance services to the nonprofit, employee benefit plan and insurance industries. He is responsible for providing audit and consulting services to not-for-profit entities and employee benefit plans and has significant experience serving as an advisor for organizations on a variety of issues including risk assessment, governance, compliance and internal control considerations.
Job Titles:
- Director / SC & H Group, Inc. - Tysons Corner
Job Titles:
- Relationship Manager, Not - for - Profit / Capital One Bank - McLean
Job Titles:
- Emeritus
- Owner / EO Tax Services LLC - Rockville
Job Titles:
- Director of Finance and Administratio
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- Dir of Finance and Business Operation / REINSURANCE ASSOCIATION of AMERICA - WASHINGTON
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- CFO / Blue Marlin Partners - Bethesda
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- Financial Advisor / Morgan Stanley - McLean
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- Chief Financial Officer / American Federation of Teachers - Washington
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- EVP and CFO / Modern Technology Solutions, Inc.
Job Titles:
- Admin
- Finance
- Vice President of Finance and Operations & CFO for Manufacturers Alliance
Bob Storz has served as Vice President of Finance and Operations & CFO for Manufacturers Alliance since 2019. He is an experienced Senior Director of Finance with exceptional expertise in Accounting, Budgeting, Financial Planning & Analysis, and Functional Management; all which have been proven through his history of working in the non-profit organization management industry.
Bob has been a CPA for over 25 years working primarily with hospitals, large medical practices, and professional associations. He continues to remain very active in the Greater Washington Society of CPAs. Bob holds a BBA in Accounting from Loyola University Maryland and an MBA in Health Service Administration from The George Washington University.
Job Titles:
- Audit Manager / Crowe LLP - Washington
Job Titles:
- Controller and Assistant Treasurer / the Catholic University of America - Washington
Job Titles:
- Senior Audit Manager
- Senior Manager Audit / Cherry Bekaert LLP - Tysons Corner
Sarah Tucker is a senior audit manager in the Washington, D.C. practice of Cherry Bekaert. She provides accounting and assurance services to government contractors, technology companies, and not-for-profit organizations. As a member of the Firm's Government Contractor Services Group, she works with clients to ensure appropriate contract revenue recognition policies, indirect rate reporting and general adherence to the Federal Acquisition Regulations. As an audit manager, Sarah performs planning procedures to obtain an in-depth understanding of her client's situation, including the internal control environment. In this role, Sarah works extensively with the partner to develop an overall risk assessment and the respective audit procedures. In addition, Sarah oversees all work performed by the audit staff. She plays a significant role in drafting the audit deliverables, including the financial statements and required audit communication. In addition to supervising the audit process, Sarah has extensive knowledge of cost allowability and performing indirect rate audits. She has an in-depth understanding of the Uniform Grant Guidance, as several of her clients receive federal funding.
Job Titles:
- Principal / CliftonLarsonAllen - Arlington
Job Titles:
- Chief Financial Officer / American Pharmacists Association - Washington
Job Titles:
- Partner, Head of Tax Strategy
Job Titles:
- Senior Manager / O'Connor Consulting Services, LLC - Bethesda
Shelia Bedford is a Senior Professorial Lecturer at the American University where she has taught for over 16 years. She is an active member of the GWSCPA and sits of the FAR subcommittee of the AICPA. Sheila received her BS in Accounting from Oklahoma Christian University and her MBA from George Mason University. She is a licensed CPA in Virginia.
Job Titles:
- Senior Manager / KPMG, LLP - Washington
Job Titles:
- CFO / National Community Pharmacists Association - Alexandria
National Community Pharmacists Association - Alexandria
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- Financial Controller / S.C. Herman & Associates - Washington DC
Job Titles:
- Chief FInancial & Operations Officer / American Association of Immunologists - Bethesda
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- Controller / Association of Corporate Counsel - Washington
Job Titles:
- Director of Client Services
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- Principal / Abercrombie & Associates - Silver Spring
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- Controller / American Enterprise Institute - Washington DC
Job Titles:
- Director of GRF 's Diversity
- Engagement Partner, Director of DEI
Mr. Williams has worked in public accounting since 1996. He has extensive experience with audit functions, contractual compliance rules, regulations, policies, procedures and accounting operations. He is active in the firm's implementation of the latest Statement on Auditing Standards concerning the assessment and response to audit risk in a financial statement audit.
As a partner, Mr. Williams is responsible for all aspects of client service and engagement administration. He manages the overall planning, budgeting, and completion of audit engagements, as well as the preparation, review and presentation of financial statements and management comments to those charged with governance. Additionally, he assists and supervises staff to ensure accurate and efficient completion of fieldwork and report presentation.
Mr. Williams is the director of GRF's Diversity, Equity and Inclusion initiative founded in 2019.
Job Titles:
- CFO & Treasurer / Association of Public and Land - Grant Universities - Washington
Job Titles:
- Director in CLA 's Arlington
Venus Tuazon is a director in CLA's Arlington, Va office and has more than 15 years of audit and public accounting experience, serving the needs of the firm's not-for-profit clients, including membership organizations, charitable organizations, independent schools, small businesses, and other service organizations. As a not-for-profit specialist, she is very knowledgeable with the accounting and tax complexities of not-for-profit organizations.
Venus has extensive experience with audits and tax return preparation of not-for-profit organizations of all sizes, with a diverse range of important missions. Venus assists clients in evaluating internal controls and policies to address deficiencies and advises clients on best practices and proper implementation; she prides herself on being a valued resource to her clients.
Job Titles:
- Principal / Walter J. Olson & Associates - Vienna
Job Titles:
- Professional Education Director
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- Partner / Kearney & Company - Alexandria
Job Titles:
- Director of Finance / American Speech - Language - Hearing Association - Rockville
American Speech-Language-Hearing Association - Rockville