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
Meet Other Team Members
Inspired Ideas Blog
Facing Suicide Head On
On Wednesday, the younger sister of a close family friend ended her life. 18 years old, about to graduate high school and so full of promise, she must have felt so hopeless to choose to exit this world. As a parent and a sibling, I feel enormous pain for the parents and siblings of this […]
My 2022 Guiding Words
Each year, I use three words to shape my outlook for the year. These words guide my goal setting and decision making. They set the tone and express my hopes for the year ahead. Sometimes the words come to me quickly and with great clarity, other times I have to wait and search my heart […]
Praise God from Whom All Blessings Flow
Or praise whatever name you give to your higher power. I grew up singing the hymn Praise God with my family, holding hands with my parents and six siblings at the kitchen table at dinner. We carry this custom forward at all family gatherings, where the circle of gratitude can include the 50+ descendants of […]