Here’s an overview of professional and volunteer activities. If you want even more, please see my detailed resume.

What I Do Today as a Professional. I am a partner and Director of Consulting with Andrews Hooper Pavlik PLC (AHP), a Michigan firm with offices in Ann Arbor, Auburn Hills, Bay City, Grand Rapids, Lansing, Midland, Owosso, and Saginaw. My industry experience includes municipalities, employee benefit plans (private, governmental, and SEC), not-for-profit organizations, education (K-12 and higher education), health care organizations, construction contractors, peer reviews, and professional service organizations. Services include auditing, accounting, contract CFO services, fraud prevention and investigations, and organizational consulting.

Professional History. Before AHP, I was with a San Jose, California CPA firm and served as the technical director for the Peer Review Program of the California Society of CPAs for six years. As part of that role, I oversaw the program’s technical review process, managed its technical reviewers, and was a resource for peer reviewers and firms with technical questions related to peer review and professional standards. I also wrote the California Reviewer, a quarterly newsletter of the Peer Review Program. Prior to CalCPA, I was the partner in charge of auditing, accounting, and quality control for a local Oakland, California CPA firm.

Volunteer Activities – Professional

Michigan Association of CPAs:

  • Audit and Accounting Standards (current member and former Task Force chair)
  • Peer Review (current member)
  • A&A Conference Planning (former Task Force chair)

California Society of CPAs:

  • Past active service in the State Accounting Principles and Auditing Standards Committee (chair of its Auditing Subcommittee and chair of local chapter committee)
  • Founding member of the California CPA Society’s Quality Review committee
  • Society chapter director and editor for the chapter Bulletin

Professional Membership History

  • ACFE (Association of Certified Fraud Examiners)
  • AICPA (American Institute of CPAs)
  • CGMA (Chartered Global Management Accountant)
  • IIA (Institute of Internal Auditors)
  • IMA
  • MICPA (Michigan Association of CPAs)
  • MASB (Michigan Association of School Boards (past member)

Volunteer Activities- Other

  • Rotary International District 6310: District Governor for 2013-14; District Executive Committee; Great Lakes Presidents-Elect Planning Committee; District Membership chair (2005-2007, 2010-2012); Assistant Governor for Area 9 (2007-2010);
  • St. Charles Community Schools: Treasurer (2010-2016), Board of Education
  • Rotary Club of Saginaw-Sunrise: Club President (2003/2004, 2010), Board of directors, past chair of the Public Relations Committee
  • Saginaw Chamber of Commerce: Past member of the Ambassador Club
  • Japanese Cultural Center and Tea House: Past member of the board of directors
  • St. Charles Athletic Association: former member and past treasurer
  • St. Charles Music Association: former member and past treasurer
  • Center for Nonprofit Development (San Jose, California): former finance committee member

Speaking and Writing. Throughout my career, I have presented continuing education sessions for the American Institute of CPAs, California Society of CPAs, Michigan Association of CPAs, local chapters of IMA and IIA, a community college, the National Judicial College, and other organizations. Topics include:

  • Audit and accounting standards updates
  • Audit planning
  • Compilation and Review
  • Data Extraction and Analytics
  • Ethics
  • Financial Statements in the Courtroom (National Judicial College)
  • Financial statement disclosures
  • Fraud prevention and detection
  • FRF fo SMEs (Financial Reporting Framework for Small- and Medium-Sized Entities)
  • Internal control and the COSO framework
  • Municipal Accounting
  • Nonprofit accounting and governance
  • Peer review and quality control
  • Risk assessment
  • Sampling and Analytical Review

See Articles, Courses, and Presentations for a comprehensive list

Personal interests. Family activities, writing, genealogy research, fishing, acoustic guitar.

Current as of January 2017