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

Robert H. Schuller Pastor, Author

I am passionate about

  • Helping accounting professionals and consultants strategically leverage technology.
  • Working with others to expand their leadership skills and effectively grow their businesses.
  • Developing leadership and management skills in others.

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 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

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

Inspired Ideas Blog

Nov 2 2022

Weathering Feelings of Angst

Inspired Ideas Blog, Leadership, Next Generation, Personal Development

There are seasons in our life where feelings of angst or anxiety consume us. Sometimes the cause is obvious and other times we can’t identify a specific reason, we just feel unsettled. Multiple people in my life, including myself, are in this season, so let’s explore ways to manage these feelings. First, we have to […]

Sep 21 2022

Curbing the Cost of Talent Turnover

Inspired Ideas Blog, Leadership, Next Generation, Retention Strategies

Call it the Great Resignation or Big Quit … the fact is talent turnover is happening and it is costly. Leaders cannot blame this attrition on economic and demographic conditions alone. Instead, complacency of firm leadership also feeds this costly loss of talent. But you can take steps to minimize the costs and challenges that […]

Aug 10 2022

Avoiding the Sins of Delegation

Inspired Ideas Blog, Leadership, Transformational Leadership

Delegation is a leadership must-have, as no organization can grow, or survive succession, without encouraging its leaders to delegate. Unfortunately, real delegation is often desired and seldom practiced. No matter your leadership level, practicing disciplined delegation is a critical success factor to allow you to learn, grow, and operate at your highest and best use, […]