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 20+
years’ experience serving not-for-profit organizations
Attended annual AICPA National Conferences on Not-for-Profit Organizations
Implemented provisions of the AICPA Audit and Accounting Guide,
“Not-for-Profit Organizations” and other financial accounting
standards relating to NFP organizations.
Presented seminars on accounting, auditing and fiduciary issues
affecting not-for-profits, for the Connecticut Council for
Philanthropy, the Connecticut Association for Independent Schools and
Lorman seminars on Connecticut Tax-Exempt Organizations.
Education
and Professional History..
Yale
College in 1977, B.A. Cum Laude with Distinction in
Economics.
University
of Hartford – Courses in M.S. Taxation program
Certified
Public Accountant 1979
Price
Waterhouse & Co. – 1977 – 1980
Blum
Shapiro & Company, P.C. - 1981 - 2000
Blum
Shapiro & Company, P.C. - Partner 1989 - 2000
University
of Hartford
Adjunct Instructor – Not-for-Profit Financial Reporting -
2001
Professional Organizations and Activities
Member
of American Institute of Certified Public Accountants (AICPA)
Fellow
of Connecticut Society of Certified Public Accountants (CSCPA)
Endowment
Foundation of the Greater Hartford Jewish Federation, Inc.
Chair of Legal and Tax Panel
Hartford
Foundation for Public Giving
Professional Advisors Committee
Catalyst Society Steering Committee
Connecticut
Council for Philanthropy,
Professional Advisors Committee
Leave a Legacy Steering and Advisors Committees,
Ad hoc Auditors’
Advisory Committee and seminar presentations
Project to encourage charitable donations of Aetna, Inc. stock
Hebrew
Home and Hospital, Inc.
Trustee, Executive Committee and Chair Audit Committee
Yale
Alumni Fund Class Agent
Congregation
Beth Israel,
Member of Planned Giving and Investment Committees
Past Trustee, Treasurer and Chair of Budget Committee
St.
Francis Hospital Foundation - Planned Giving Advisory Committee
Slifka
Center for Jewish Life at Yale - Finance Committee
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