What would you attempt if you knew you could not fail?

Robert H. Schuller Pastor, Author

I am passionate about

  • Fostering the development of new ideas, processes, and strategies that enable people and organizations to reach their goals.
  • Working with others to expand their leadership skills and effectively grow their businesses.
  • Leaning into technology to work more efficiently, improve the client experience, and achieve a better work life integration.

What makes me whole

  • My family and friends who help me achieve balance in life – laughing with them, cooking with my husband, tickling my son, etc.
  • Visiting new places to explore and learn and continuously planning our next trip.
  • Learning and teaching through living history events.

My Prior Professional Endeavors

  • I was a consultant for a technology company, helping firms implement new technology and evolve business processes.
  • I collaborated on the build-out and delivery of successful workshops for multiple companies.
  • I have been involved in the development of conferences serving the accounting profession as a director, an advisory board member, instructor and planner.
  • I have also participated in various task forces and committees regarding emerging trends impacting the profession throughout my career.
  • I have been a formal and informal mentor and coach to accounting, sales and marketing professionals.
  • I was a successful sales representative for a technology company.
  • My marketing experience includes launching social media strategy, coordinating corporate communications and oversight of marketing team members and tactics.

My Professional Involvement

Digital CPA Conference

Planning Team

Digital CPA

Digital CPA Advisory Board Member

Awards & Accolades

Accounting Today

Top 100 Most Influential People in Accounting

CPA Practice Advisor

40 Under 40

10-Year-Old Son

World's Best Tickler

AICPA/CPA

Most Powerful Women in Accounting

The Myers-Briggs Foundation

Myers-Briggs Type Indicator® (MBTI®) Certified Practitioner

Inspired Ideas Blog

May 15 2024

Don't Be Afraid! It's Time to Give ChatGPT a Try

Inspired Ideas Blog, Leadership, Next Generation, Web/Tech

There are some technologies that emerge and change the way we work and live forever. Take the iPhone for example. The major components of this invention already existed (cell phones, Wi-Fi, mobile access to email). But Apple combined these features into such a user friendly and compelling product that today we hardly remember how we […]

Dec 14 2023

Words Matter – Undermining Your Culture of Ownership

Inspired Ideas Blog, Leadership, Personal Development

We are all familiar with the adage “actions speak louder than words,” and certainly leading by example makes a tremendous difference, but the words we use do matter. A common goal of leaders that go through our leadership programs is to act as an owner and create a culture of ownership within their firms. To […]

Nov 15 2023

How I Found My Way to the Accounting Profession

Inspired Ideas, Inspired Ideas Blog, Next Generation, Personal Development

When I start a new coaching relationship, I ask my coachees to tell me their story and how they chose a career in accounting. Recently, one of my new coachees asked me why I have spent 23 years working with accountants in public accounting. I don’t have an accounting degree. I’ve never worked in a […]