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

AICPA / CPA Practice Advisor

Most Powerful Women in Accounting

INSIDE Public Accounting

Most Recommended Consultants

Inspired Ideas Blog

Jun 11 2020

With Liberty and Justice For All

Current Affairs, Diversity & Inclusion, Inspired Ideas, Inspired Ideas Blog

I am a person of privilege. I was raised by two Caucasian parents, my father with a Bachelor’s degree and my mom with a Master’s. They raised me in a financially and emotionally stable household and are still married today. I am a fourth-generation Episcopalian and my life has been enriched by that supportive community. […]

May 1 2020

Maintaining Your Mojo During This Crisis

Inspired Ideas Blog

Movie character Austin Powers referred to his special energy, which enhanced his influence on others, as “mojo” in the movie trilogy, and it’s the term I use for my inspiration or motivation toward my work.  How do you maintain your mojo – especially as we end the 7th week of the COVID-19 crisis? Many of us […]

Apr 15 2020

Serendipity: My Three Words Are Saving Me

Inspired Ideas Blog, Personal Development

I pray this post finds you healthy and safe. And, I hope that it also finds you in action, working to devise solutions to the many challenges we’re facing in our new normal, sheltering in place, working remotely, homeschooling, and generally hiding out to protect ourselves and others from the COVID-19 virus. This week, I […]