Never doubt that a small group of thoughtful, committed citizens can change the world; indeed, it's the only thing that ever has.

Margaret Mead

I am passionate about

  • Releasing people from their fears and insecurities and unleashing their ability to shine and inspire.
  • Envisioning the future and elevating NextGen talent.
  • Facilitating challenging – even awkward discussions and unifying teams.
  • Generating innovative solutions to complex problems.
  • Driving change and growth.

What makes me whole

  • Spending time with my husband, our three girls and my parents.
  • Running and preparing for my next race.
  • Paddling, practicing yoga, gardening, cooking and baking and reading.
  • Being active in youth programs in my church.
  • Being part of a completely virtual, completely flexible team that practices the leadership lessons we teach every day.

My Prior Professional Endeavors

  • I was a partner at BDO where I ran the National Financial Solutions Group practice with nearly 100 consultants providing financial systems consulting services to clients.
  •   I was VP of Sales and Customer Services and led the sales, marketing and customer services groups for Sage Software (formerly SOTA) -- my roots are in technology.

My Professional Involvement

CPA Consultant’s Alliance (CPACA)

Founding member

The Consultants' Trust

Member

New Horizon's Group

Member

CPA Firm Management Association (CPAFMA)

Member

AICPA

Member

Association for Accounting Marketing (AAM)

Member

American Marketing Association (AMA)

Member

Digital CPA Conference

Planning Committee Member

Forbes Coaches Council

Member

Awards & Accolades

CPA Practice Advisor

Accounting Hall of Fame

CPA Practice Advisor

Top 25 Thought Leaders

Accounting Today

Top 100 Most Influential People in Accounting

INSIDE Public Accounting

Most Recommended Consultants

AICPA/CPA

Most Powerful Women in Accounting

Inspired Ideas Blog

Sep 29 2021

Letting Go

Inspired Ideas Blog, Next Generation, Succession

This week, my sweet “starter child” Della will marry her high-school sweetheart, Nic, in the church where Brian and I were married nearly 33 years ago. These two “kids” are a perfect match, with complimentary gifts and talents and a powerful commitment to each other. I have every confidence that they can make their union […]

Aug 13 2021

Give It All Away

Inspired Ideas Blog, Leadership

We focus our career progression on “adding” things to our resume: knowledge, relationships, “wins,” experiences, promotions, raises, and more. What we don’t do as intentionally is subtracting from our professional plate as we add new elements. And, when the pile we’ve amassed is too large, we find ourselves overwhelmed and even resentful of the chaotic […]

Jul 1 2021

Are We Truly Free?

Current Affairs, Inspired Ideas Blog

I feel so fortunate to be an American living in this great nation with the beauty of our diverse people and cultures. I am humbled by the sacrifice of so many, over time, to win – and maintain – our independence as a country, beginning 245 years ago. I am grateful for those who serve […]