Career | Education and Licenses | Professional and Volunteer Organizations | Writing and Teaching | Technology Skills | Leisure Time


Career

Also see Public Accounting – Experience with Specific Services
Andrews Hooper Pavlik PLC
Brooks, Stednitz & Rhodes, A.C.
California Society of CPAs
Clark, Wong, Foulkes & Barbieri
Weinlander, Fitzhugh, Bertuleit & Schaier



PARTNER and DIRECTOR OF CONSULTING
Andrews Hooper Pavlik PLC (1998 – present)

Responsibilities:

  • Supervise audit and accounting engagements
  • Consult with clients on management and other areas
  • Advise the firm about accounting, auditing, and ethics matters
  • Perform pre-issuance technical reviews
  • Lead in-house technical training sessions

Industries Served:

  • Construction contracting
  • Education
    • K-12
    • ISD
    • College and university
  • Employee benefit plans (private, public, and governmental)
    • Defined benefit pension and health & welfare
    • Defined contribution
    • 403(b)
    • ESOP
    • 11-K
  • Financial institutions
  • Manufacturing
  • Not-for-profit organizations
  • Peer reviews
    • System reviews
    • Engagement reviews
  • SEC
  • State and local governmental units
    • Counties
    • Cities and villages
    • Townships
    • Special districts
  • Other Services:
    • Contract CFO
    • Data extraction and analysis
    • Fraud investigation and fraud prevention consulting
    • Internal auditing
    • Internal control assessments
    • SOC (Service Organization Control) SOC 1 and SOC 2 reports


SENIOR MANAGER
Brooks, Stednitz & Rhodes, Accountancy Corporation (1996 – 98)

Responsibilities:

  • Supervised audit and accounting engagements
  • Consulted with clients on management and other areas
  • Coordinated the firm’s professional knowledge and training program
  • Advised other firm members about accounting and auditing matters
  • Monitored and advised about information technology applications
  • Wrote and maintained the firm’s website
  • Performed pre-issuance technical reviews
  • Managed installation of computer network upgrade

Industries Served:

  • Construction contracting
  • Employee benefit plans
  • Manufacturing
  • Not-for-profit organizations
  • Professional services
  • Wholesale and retail
  • Peer reviews


TECHNICAL DIRECTOR
Peer Review Program, California Society of CPAs (1990-96)

Peer Review Responsibilities:

  • Evaluated peer review reports and letters of response
  • Answered technical peer review, accounting and auditing questions from other CPAs
  • Mediated disputes between reviewers and firms

Management Responsibilities:

  • Supervised and evaluated Society staff and technical reviewers
  • Public speaking on peer review and other topics
  • Staff liaison for:
    • Accounting Principles & Auditing Standards Committee
    • Assurance Services task force
    • Enhancement of Small Business task forces
  • Facilitated group problem-solving sessions
  • Prepared budgets for responsibility areas
  • Wrote publications and courses:
    • California Reviewer, the Peer Review Program newsletter
    • Advanced Reviewer Symposium, a training class for peer reviewers
    • Peer Review Program Technical Reviewer’s Manual
    • Practice aids for reviewers and firms
  • Developed the business plan for the CalCPA’s technical hotline service


PARTNER
Clark, Wong, Foulkes & Barbieri [now RINA Accountancy Corporation] (Oakland, CA, 1981-90)

Responsibilities:

  • Partner in charge of auditing, accounting, and quality control
  • Client service partner
  • Interviewed and evaluated professional staff
  • Audit and accounting trainer

Industries Serviced:

  • Construction contracting
  • Employee benefit plans
  • Governmental
  • Manufacturing
  • Not-for-profit
  • Professional services


STAFF ACCOUNTANT
Weinlander, Fitzhugh, Bertuleit & Schaier (Bay City, MI, 1979-81)

Responsibilities:

  • Audit, accounting and tax engagements

Industries Served:

  • Governmental (city and county)
  • Health care (hospital)
  • Manufacturing
  • Not-for-profit

Education and Licenses

  • BA, 1979, Michigan State University
  • Current CPA license in Michigan
  • Annual continuing professional education

Professional and Volunteer Organizations

American Institute of CPAs

  • Member
  • Discussion leader at AICPA Peer Review Conferences
  • Discussion leader at the AICPA’s 2008 Practitioners Symposium
  • Instructor for federal and state court judges at the National Judicial College

Michigan Association of CPAs

  • Member
  • Task Forces
    • Accounting & Auditing Standards (current member, past chair)
    • Accounting & Auditing Conference Planning (current member and chair)
    • Peer Review (current member)
  • Nonprofit Conference Planning (past member)

California Society of CPAs

  • Past member
  • State Accounting Principles and Auditing Standards Committee (past audit subcommittee chair)
  • San Jose Chapter AP&AS Committee (past chair)
  • Quality Review Committee (founding task force member and past committee member)
  • East Bay chapter (past director and committee chair)
  • East Bay chapter Bulletin (past editor)

Other Accounting-Related Memberships

  • Association of Certified Fraud Examiners – Member
  • Institute of Internal Auditors – Member
  • IMA (Institute of Management Accountants) –┬áMember
  • CGMA designation

Rotary International District 6310

  • District Governor (2013-14)
  • Executive Committee (2012 – present)
  • Strategic Planning Committee (2010 – present)
  • Assistant Governor (2007-10)
  • Membership Development chair (2005-07 and 2010-11)
  • Rotary Club of Saginaw-Sunrise
  • President (2003-04, 2010)
  • Board of directors (2001-05, 2010-2014)
  • Chair, Club Services Committee (2002-03)
  • Director, Public Image (2010-12)
  • Rotary Leadership Institute
  • Certified facilitator

St. Charles Community Schools

  • Treasurer, Board of Education (2010-2016)
  • Treasurer, St. Charles Athletic Association (2004-2011)
  • Treasurer, St. Charles Music Association(2009-2011)

Previous Civic Roles

  • Japanese Cultural Center and Tea House – Board of directors (2004-09)
  • Saginaw County Chamber of Commerce – Alumni Member, Ambassador Club
  • San Jose Metropolitan Chamber of Commerce
  • Center for Nonprofit Development (finance committee member)

Writing and Teaching

Presentation of continuing educational sessions for:

  • American Institute of CPAs
  • California Societies of CPAs
  • California governmental auditors
  • Michigan Association of CPAs
  • Institute of Internal Auditors (Lansing chapter)
  • IMA (Michigan)
  • National Judicial College

Authored presentations and articles topics:

  • Accounting and auditing
  • Data extraction and analytics
  • Ethics
  • Fraud
  • Internal control
  • Not-for-profit organizations
  • Peer review
  • Risk assessment

See Articles, Courses, and Presentations of articles, courses, and presentations


Technology Skills

Audit Applications

  • IDEA data extraction software (version 9 and legacy versions)
  • Thomson RIA CSA Engagement and Advance Flow audit software
  • Thomson RIA Virtual Office

General Applications

  • Microsoft Office 365 and legacy versions
  • Windows 10 and legacy versions
  • Adobe Acrobat and NitoPDF
  • G Suite
  • LibreOffice
  • Mind Mapping (MindManager, iMindMap, SmartDraw)
  • WordPress
  • Joomla content management system
  • ClubRunner

Leisure Time

  • Time with family
  • Writing children’s stories
  • Genealogy research
  • Local school volunteer activities
  • Acoustic guitar

Current as of January 2017