Washington Society of CPAs
Description
Address: 902 140th Ave NE, Bellevue, WA 98005 Hours: Closed ⋅ Opens 7:30AM Mon SundayClosedMonday7:30AM–4:30PMTuesday7:30AM–4:30PMWednesday7:30AM–4:30PMThursday7:30AM–4:30PMFriday7:30AM–4:30PMSaturdayClosedSuggest an edit Unable to add this file. Please check that it is a valid photo. Phone: (425) 644-4800Place name: : : Website: : : : Category: : Website: https://www.wscpa.org/ Category: Non-Profit Organization Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question
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Washington Society of CPAs Employees
Employee
Years
Job
Industry
Beth Charles Beth Charles's Washington Society of CPAs Experience November 2013 - Present
Job Marketing Technologist at Washington Society of CPAs
Industry Education Management
Experience
Washington Society of CPAs November 2013 - Present
Self-Employed January 2013 - Present
Skills
Writing, Copy Editing, Web Content Management, Grant Research, Grant Application, Editing, PowerPoint, Camtasia, CMS, Social Media, Research, Technical Assistance, Proofreading, Microsoft Publisher, Adobe Photoshop, Blogging, Ghostwriting, Developmental Writing, Editorial
Education
Seattle University 2007 — 2011
Bachelor of Arts, English- Creative Writing
Washington Society of CPAs November 2013 - Present
Self-Employed January 2013 - Present
Skills
Writing, Copy Editing, Web Content Management, Grant Research, Grant Application, Editing, PowerPoint, Camtasia, CMS, Social Media, Research, Technical Assistance, Proofreading, Microsoft Publisher, Adobe Photoshop, Blogging, Ghostwriting, Developmental Writing, Editorial
Education
Seattle University 2007 — 2011
Bachelor of Arts, English- Creative Writing
Fred Peck, CPA Fred Peck, CPA's Washington Society of CPAs Experience May 2015 - Present
Job Executive Director, Spokane Housing Ventures
Industry Nonprofit Organization Management
Experience
Spokane Housing Ventures February 2009 - Present
Washington Society of CPAs May 2015 - Present
Spokane Housing Ventures February 2009 - August 2014
Fred Peck Consulting October 2002 - August 2014
Yellowstone Center of Chinese Medicine 1996 - 2010
Sterling Mining Company February 2006 - February 2009
Center for Justice 2008 - 2009
Heritage Place October 2005 - January 2006
Skills
Accounting, Sarbanes-Oxley Act, Managerial Finance, Internal Audit, Financial Reporting, Leadership, Organizational..., SEC filings, Strategic Planning, Financial Analysis, Strategic Financial..., Business Process..., Auditing, IFRS, Internal Controls, Enterprise Risk..., Financial Modeling, Financial Accounting, Team Building, Business Process..., XBRL, Risk Management, Conflict Resolution, Communication, Recruiting, Financial Statements, Consolidation, Finance, Income Tax, SEC Filings, Financial Planning, Management Consulting, Tax, Corporate Tax
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
Masters, Finance and Accounting
University of Montana 2000 — 2000
MBA Certificate, Business
Brown University 1979 — 1983
Bachelors of Science, Aquatic Biology
Spokane Housing Ventures February 2009 - Present
Washington Society of CPAs May 2015 - Present
Spokane Housing Ventures February 2009 - August 2014
Fred Peck Consulting October 2002 - August 2014
Yellowstone Center of Chinese Medicine 1996 - 2010
Sterling Mining Company February 2006 - February 2009
Center for Justice 2008 - 2009
Heritage Place October 2005 - January 2006
Skills
Accounting, Sarbanes-Oxley Act, Managerial Finance, Internal Audit, Financial Reporting, Leadership, Organizational..., SEC filings, Strategic Planning, Financial Analysis, Strategic Financial..., Business Process..., Auditing, IFRS, Internal Controls, Enterprise Risk..., Financial Modeling, Financial Accounting, Team Building, Business Process..., XBRL, Risk Management, Conflict Resolution, Communication, Recruiting, Financial Statements, Consolidation, Finance, Income Tax, SEC Filings, Financial Planning, Management Consulting, Tax, Corporate Tax
Education
Keller Graduate School of Management of DeVry University 2004 — 2005
Masters, Finance and Accounting
University of Montana 2000 — 2000
MBA Certificate, Business
Brown University 1979 — 1983
Bachelors of Science, Aquatic Biology
Monette Anderson Monette Anderson's Washington Society of CPAs Experience June 2014 - Present
Job Academic Relations Coordinator at Washington Society of Certified Public Accountants
Industry Program Development
Experience
Washington Society of CPAs June 2014 - Present
Puget Sound Blood Center January 2008 - June 2014
Make-A-Wish Foundation of San Diego September 2004 - May 2007
KPBS 2001 - 2004
Skills
Portrait Photography, Community Outreach, Customer Service, Volunteer Recruiting, Event Planning, Public Speaking, Fundraising, Budgets, Event Management, Leadership, Recruiting, Nonprofits, Management, Training, Program Management, Program Development, Volunteer Management
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Arts (BA), Sociology
Washington Society of CPAs June 2014 - Present
Puget Sound Blood Center January 2008 - June 2014
Make-A-Wish Foundation of San Diego September 2004 - May 2007
KPBS 2001 - 2004
Skills
Portrait Photography, Community Outreach, Customer Service, Volunteer Recruiting, Event Planning, Public Speaking, Fundraising, Budgets, Event Management, Leadership, Recruiting, Nonprofits, Management, Training, Program Management, Program Development, Volunteer Management
Education
San Diego State University-California State University 2000 — 2004
Bachelor of Arts (BA), Sociology
Kelly Neilson Kelly Neilson's Washington Society of CPAs Experience March 2013 - Present
Job Academic Relations (WA Colleges) Coordinator at Washington Society of CPAs
Industry Accounting
Experience
Washington Society of CPAs March 2013 - Present
Kirkland Children's School August 2010 - March 2013
Ontra Marketing Group June 2010 - 2013
Properties 2000 September 2008 - June 2010
Skills
Early Childhood..., Management, Communication
Education
The University of Montana 2003 — 2007
Bachelor of Arts (B.A.), Communication and Business
Billings West High School 1999 — 2003
Washington Society of CPAs March 2013 - Present
Kirkland Children's School August 2010 - March 2013
Ontra Marketing Group June 2010 - 2013
Properties 2000 September 2008 - June 2010
Skills
Early Childhood..., Management, Communication
Education
The University of Montana 2003 — 2007
Bachelor of Arts (B.A.), Communication and Business
Billings West High School 1999 — 2003
Lisa Brumley Lisa Brumley's Washington Society of CPAs Experience May 2015 - Present
Job Manager of HR & Governance at Washington Society of CPAs
Industry Human Resources
Experience
Washington Society of CPAs May 2015 - Present
DoubleTree by Hilton October 2014 - May 2015
Multicom/ CarePartners Management Group January 2003 - July 2012
Skills
Human Resources, Interviews, Notary Public, Training, Strategic Planning, Employee Relations, Leadership, Team Building, HRIS
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Bellevue College 2012 — 2013
HR Management Certificate 2013
Washington Society of CPAs May 2015 - Present
DoubleTree by Hilton October 2014 - May 2015
Multicom/ CarePartners Management Group January 2003 - July 2012
Skills
Human Resources, Interviews, Notary Public, Training, Strategic Planning, Employee Relations, Leadership, Team Building, HRIS
Education
University of California, Berkeley
Bachelor of Arts (B.A.), English
Bellevue College 2012 — 2013
HR Management Certificate 2013
Bob Heller Bob Heller's Washington Society of CPAs Experience June 2014 - Present
Job Shareholder at Clark Nuber P.S.
Industry Accounting
Experience
Clark Nuber P.S. October 2009 - Present
Washington Society of CPAs June 2014 - Present
Ernst & Young LLP December 2004 - October 2009
Washington State Department of Revenue April 2000 - December 2004
Amazon.com 1999 - 2000
Ernst & Young LLP 1996 - 1999
Preston Gates & Ellis 1986 - 1990
Touche Ross & Co. 1984 - 1986
Skills
Tax, Tax Law, Sales Tax, Tax Returns, State Tax, Property Tax, Tax Research
Education
New York University School of Law 1992 — 1993
LL.M., Taxation
University of Idaho College of Law 1981 — 1984
J.D., cum laude, Law
Boise State University 1975 — 1980
B.B.A., Economics
Clark Nuber P.S. October 2009 - Present
Washington Society of CPAs June 2014 - Present
Ernst & Young LLP December 2004 - October 2009
Washington State Department of Revenue April 2000 - December 2004
Amazon.com 1999 - 2000
Ernst & Young LLP 1996 - 1999
Preston Gates & Ellis 1986 - 1990
Touche Ross & Co. 1984 - 1986
Skills
Tax, Tax Law, Sales Tax, Tax Returns, State Tax, Property Tax, Tax Research
Education
New York University School of Law 1992 — 1993
LL.M., Taxation
University of Idaho College of Law 1981 — 1984
J.D., cum laude, Law
Boise State University 1975 — 1980
B.B.A., Economics
Carmen Aguiar Carmen Aguiar's Washington Society of CPAs Experience June 2010 - June 2011
Job President and CEO The Aguiar Group Ltd
Industry Financial Services
Experience
The Aguiar Group Ltd October 1993 - Present
CAMICO July 2015 - Present
Washington CPA Foundation July 2014 - Present
Bellevue Rotary 2004 - Present
CAMICO February 2012 - June 2015
Plaza Bank January 2013 - April 2014
American Institute of Certified Public Accountants October 2008 - October 2011
Washington Society of CPAs June 2010 - June 2011
Washington Society of CPAs June 2009 - May 2010
Washington Society of CPAs June 2008 - May 2009
Skills
Finance, Strategic Planning, Accounting, Strategy, Leadership, Mergers & Acquisitions, Financial Analysis, Nonprofits, Public Speaking, Management, Internal Controls, Tax, Forensic Accounting, Financial Reporting, Forecasting, Real Estate, Corporate Governance, CPA, New Business Development, Portfolio Management, Program Management, Start-ups, Sarbanes-Oxley Act, Consulting, SEC filings, Executive Management, Auditing, GAAP, Budgets, Business Strategy
Education
City University of New York-Hunter College 1983 — 1987
BS, Accounting, Honors in Economics
The Aguiar Group Ltd October 1993 - Present
CAMICO July 2015 - Present
Washington CPA Foundation July 2014 - Present
Bellevue Rotary 2004 - Present
CAMICO February 2012 - June 2015
Plaza Bank January 2013 - April 2014
American Institute of Certified Public Accountants October 2008 - October 2011
Washington Society of CPAs June 2010 - June 2011
Washington Society of CPAs June 2009 - May 2010
Washington Society of CPAs June 2008 - May 2009
Skills
Finance, Strategic Planning, Accounting, Strategy, Leadership, Mergers & Acquisitions, Financial Analysis, Nonprofits, Public Speaking, Management, Internal Controls, Tax, Forensic Accounting, Financial Reporting, Forecasting, Real Estate, Corporate Governance, CPA, New Business Development, Portfolio Management, Program Management, Start-ups, Sarbanes-Oxley Act, Consulting, SEC filings, Executive Management, Auditing, GAAP, Budgets, Business Strategy
Education
City University of New York-Hunter College 1983 — 1987
BS, Accounting, Honors in Economics
Ron Rauch Ron Rauch's Washington Society of CPAs Experience 1995 - 1996
Job CPA Serving privately owned businesses in the Pacific Northwest
Industry Accounting
Experience
Bellevue Rotary 2003 - Present
Clark Nuber PS September 1982 - Present
Clark Nuber PS 1982 - Present
Clark Nuber 1982 - Present
Alliance of Angels 2007 - 2013
Bellevue Downtown Association 2010 - 2011
Washington Society of CPAs 1995 - 1996
Price Waterhouse August 1977 - August 1982
Skills
Manufacturing, GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Tax Preparation, Due Diligence, Financial Analysis, Financial Accounting, Financial Statements, Start-ups, Corporate Tax, Management Consulting, Strategy, Forensic Accounting, Mergers & Acquisitions, CPA, Income Tax, US GAAP, Tax Research, Partnership Taxation, Revenue Recognition
Education
University of Washington, Michael G. Foster School of Business 1975 — 1977
MBA, Business
University of Cincinnati College of Business 1970 — 1975
BBA, Accounting
Bellevue Rotary 2003 - Present
Clark Nuber PS September 1982 - Present
Clark Nuber PS 1982 - Present
Clark Nuber 1982 - Present
Alliance of Angels 2007 - 2013
Bellevue Downtown Association 2010 - 2011
Washington Society of CPAs 1995 - 1996
Price Waterhouse August 1977 - August 1982
Skills
Manufacturing, GAAP, Accounting, Internal Controls, Auditing, Financial Reporting, Tax Preparation, Due Diligence, Financial Analysis, Financial Accounting, Financial Statements, Start-ups, Corporate Tax, Management Consulting, Strategy, Forensic Accounting, Mergers & Acquisitions, CPA, Income Tax, US GAAP, Tax Research, Partnership Taxation, Revenue Recognition
Education
University of Washington, Michael G. Foster School of Business 1975 — 1977
MBA, Business
University of Cincinnati College of Business 1970 — 1975
BBA, Accounting
Mark T. Long, CPA Mark T. Long, CPA's Washington Society of CPAs Experience May 2003 - May 2005
Job Shareholder, The Myers Associates PC CPAs
Industry Accounting
Experience
The Myers Associates, P.C. July 1990 - Present
Rotary Club of Seattle March 2013 - Present
Brain Injury Association of Washington 2012 - 2013
Washington Society of CPAs May 2003 - May 2005
The Myers Associates July 1990 - December 1999
University of Michigan Club of Seattle July 1994 - June 1996
Skills
Tax Preparation, Income Tax, Non-profits, Small Business, Service Providers, Business Planning, Tax Compliance, Retirement Planning, Tax, Accounting, Quickbooks, QuickBooks, Payroll, Nonprofits, Tax Accounting, Strategic Financial..., Financial Reporting, CPA, Finance, Auditing, Estate Tax Planning, State Tax, Financial Statements, Cash Flow, Tax Law, Corporate Tax, Leadership, Gift Tax, Tax Research, GAAP, Tax Returns, Tax Advisory, Member of AICPA, Trusts, Estate Planning, S Corporations
Education
Leadership Tomorrow 2010 — 2011
Golden Gate University 1993 — 1996
MSTax, Taxation
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Accounting
The Myers Associates, P.C. July 1990 - Present
Rotary Club of Seattle March 2013 - Present
Brain Injury Association of Washington 2012 - 2013
Washington Society of CPAs May 2003 - May 2005
The Myers Associates July 1990 - December 1999
University of Michigan Club of Seattle July 1994 - June 1996
Skills
Tax Preparation, Income Tax, Non-profits, Small Business, Service Providers, Business Planning, Tax Compliance, Retirement Planning, Tax, Accounting, Quickbooks, QuickBooks, Payroll, Nonprofits, Tax Accounting, Strategic Financial..., Financial Reporting, CPA, Finance, Auditing, Estate Tax Planning, State Tax, Financial Statements, Cash Flow, Tax Law, Corporate Tax, Leadership, Gift Tax, Tax Research, GAAP, Tax Returns, Tax Advisory, Member of AICPA, Trusts, Estate Planning, S Corporations
Education
Leadership Tomorrow 2010 — 2011
Golden Gate University 1993 — 1996
MSTax, Taxation
University of Michigan - Stephen M. Ross School of Business 1986 — 1990
BBA, Accounting
Tracy White Tracy White's Washington Society of CPAs Experience June 1986 - March 2002
Job Senior Director of Human Resources at Clark Nuber
Industry Human Resources
Experience
Clark Nuber February 2008 - Present
Clark Nuber P.S. April 2002 - Present
Washington Society of CPAs June 1986 - March 2002
Skills
Human Resources, Employee Relations, Onboarding, Employee Benefits, Training, Recruiting, Succession Planning, Performance Appraisal, Workforce Planning, Facilities Management, Strategic Planning, Leadership, Employee Wellness...
Education
Eastern Washington University
Bachelor of Arts (B.A.)
Clark Nuber February 2008 - Present
Clark Nuber P.S. April 2002 - Present
Washington Society of CPAs June 1986 - March 2002
Skills
Human Resources, Employee Relations, Onboarding, Employee Benefits, Training, Recruiting, Succession Planning, Performance Appraisal, Workforce Planning, Facilities Management, Strategic Planning, Leadership, Employee Wellness...
Education
Eastern Washington University
Bachelor of Arts (B.A.)
Kierstin Kirchmeier, CPA's Washington Society of CPAs Experience June 2009 - May 2012
Job International Accounting Supervisor at Getty Images
Industry Accounting
Experience
Getty Images September 2015 - Present
Deloitte UK September 2012 - May 2015
Deloitte UK September 2012 - August 2014
BP January 2013 - May 2013
Moss Adams LLP October 2010 - September 2012
Moss Adams LLP October 2010 - June 2012
Washington Society of CPAs June 2009 - May 2012
FAACPAs November 2010 - December 2011
Projects Abroad July 2010 - August 2010
Projects Abroad June 2010 - July 2010
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, Non-profits, US GAAP, Mergers & Acquisitions, Analysis, Nonprofits, Financial Audits, Finance, Financial Statements, Revenue Recognition, Strategy, CPA, SEC filings, Assurance
Education
Seattle University 2007 — 2010
Bachelor of Arts, Accounting, Accounting GPA 3.9/4.0
Getty Images September 2015 - Present
Deloitte UK September 2012 - May 2015
Deloitte UK September 2012 - August 2014
BP January 2013 - May 2013
Moss Adams LLP October 2010 - September 2012
Moss Adams LLP October 2010 - June 2012
Washington Society of CPAs June 2009 - May 2012
FAACPAs November 2010 - December 2011
Projects Abroad July 2010 - August 2010
Projects Abroad June 2010 - July 2010
Skills
Accounting, Financial Reporting, Auditing, Internal Controls, Financial Analysis, GAAP, Financial Accounting, Microsoft Excel, Non-profits, US GAAP, Mergers & Acquisitions, Analysis, Nonprofits, Financial Audits, Finance, Financial Statements, Revenue Recognition, Strategy, CPA, SEC filings, Assurance
Education
Seattle University 2007 — 2010
Bachelor of Arts, Accounting, Accounting GPA 3.9/4.0
Judy Love Judy Love's Washington Society of CPAs Experience
Job Director of Advocacy at Washington Society of CPAs
Industry Nonprofit Organization Management
Experience
Washington Society of CPAs
Skills
Small Business, Nonprofits, GAAP, Financial Analysis, CPA, Budgets, Non-profits, Public Speaking, Editing
Education
Central Washington University 1996 — 1998
MS, Organization Development
Washington Society of CPAs
Skills
Small Business, Nonprofits, GAAP, Financial Analysis, CPA, Budgets, Non-profits, Public Speaking, Editing
Education
Central Washington University 1996 — 1998
MS, Organization Development
Helen Doty, CEBS, PHR Helen Doty, CEBS, PHR's Washington Society of CPAs Experience September 2015 - Present
Job Manager of Governance and Human Resources at Washington Society of CPAs
Industry Accounting
Experience
Washington Society of CPAs September 2015 - Present
Skills
HRIS, Human Resources, Collective Bargaining, Employee Relations, Employee Benefits, Performance Management, Benefits Administration, Sourcing, Organizational..., Payroll, Health Care Reform, PPACA, Benefits Negotiation, High Deductible Health..., Health Savings Accounts, COBRA, 401k administration, Employee Engagement, HR Policies, Employment Law, Employee Handbooks, ADP Payroll, FMLA, I-9 audits, New Hire Orientations, 401k
Education
University of Washington
BA
Bellevue College 2006 — 2008
Certificate
Seattle Pacific University 2011 — 2011
Washington Society of CPAs September 2015 - Present
Skills
HRIS, Human Resources, Collective Bargaining, Employee Relations, Employee Benefits, Performance Management, Benefits Administration, Sourcing, Organizational..., Payroll, Health Care Reform, PPACA, Benefits Negotiation, High Deductible Health..., Health Savings Accounts, COBRA, 401k administration, Employee Engagement, HR Policies, Employment Law, Employee Handbooks, ADP Payroll, FMLA, I-9 audits, New Hire Orientations, 401k
Education
University of Washington
BA
Bellevue College 2006 — 2008
Certificate
Seattle Pacific University 2011 — 2011
Julleen Snyder's Washington Society of CPAs Experience June 2008 - May 2010
Job Partner, Jacobson Jarvis & Co, PLLC
Industry Accounting
Experience
Jacobson Jarvis & Co., PLLC February 1995 - Present
Washington Society of CPAs June 2008 - May 2010
The Hope Heart Institute September 1993 - February 1995
Ernst & Young September 1989 - September 1993
Skills
Auditing, Accounting, Nonprofits, Financial Reporting, QuickBooks, GAAP, Internal Controls, CPA, Non-profits, Financial Analysis, Budgets, Microsoft Excel, Fund Accounting, US GAAP, Accounts Payable, Compliance, Strategic Planning, Finance
Education
Washington State University - College of Business and Economics 1987 — 1989
Bachelor of Arts (BA), Accounting
Highline College 1985 — 1987
Accounting
Jacobson Jarvis & Co., PLLC February 1995 - Present
Washington Society of CPAs June 2008 - May 2010
The Hope Heart Institute September 1993 - February 1995
Ernst & Young September 1989 - September 1993
Skills
Auditing, Accounting, Nonprofits, Financial Reporting, QuickBooks, GAAP, Internal Controls, CPA, Non-profits, Financial Analysis, Budgets, Microsoft Excel, Fund Accounting, US GAAP, Accounts Payable, Compliance, Strategic Planning, Finance
Education
Washington State University - College of Business and Economics 1987 — 1989
Bachelor of Arts (BA), Accounting
Highline College 1985 — 1987
Accounting
Jeanette Kebede Jeanette Kebede's Washington Society of CPAs Experience October 2000 - Present
Job Director of Communications at Washington Society of CPAs
Industry Nonprofit Organization Management
Experience
Washington Society of CPAs October 2000 - Present
Kanazawa International Exchange Foundation July 1998 - July 2000
Skills
Corporate Communications, Nonprofits, Marketing, Marketing Communications, Editing, Adobe Creative Suite
Education
Middlebury Institute of International Studies at Monterey 1996 — 1998
MACD, Commerical Diplomacy
Wittenberg University 1992 — 1996
BA, Economics, East Asian Studies
Washington Society of CPAs October 2000 - Present
Kanazawa International Exchange Foundation July 1998 - July 2000
Skills
Corporate Communications, Nonprofits, Marketing, Marketing Communications, Editing, Adobe Creative Suite
Education
Middlebury Institute of International Studies at Monterey 1996 — 1998
MACD, Commerical Diplomacy
Wittenberg University 1992 — 1996
BA, Economics, East Asian Studies
Jason Purdy Jason Purdy's Washington Society of CPAs Experience September 2000 - April 2005
Job Senior Systems Analyst/Project Manager at Unified Trust Company, N.A.
Industry Financial Services
Experience
Unified Trust Company, N.A. September 2006 - Present
Sullivan University September 2008 - September 2013
Morehead State University January 2006 - May 2009
Washington Society of CPAs September 2000 - April 2005
Skills
PMP, ITIL v3 Foundations..., Project Management, Systems Analysis, Web Development, Web Design, Computer Application..., Strategic Planning, IT Service Management, Team Leadership, Conflict Resolution
Education
City University of Seattle 2002 — 2004
Master of Science (M.S.), Computer Systems
Morehead State University 1995 — 1997
Bachelor of Arts (B.A.), Communications - Advertising/PR
Unified Trust Company, N.A. September 2006 - Present
Sullivan University September 2008 - September 2013
Morehead State University January 2006 - May 2009
Washington Society of CPAs September 2000 - April 2005
Skills
PMP, ITIL v3 Foundations..., Project Management, Systems Analysis, Web Development, Web Design, Computer Application..., Strategic Planning, IT Service Management, Team Leadership, Conflict Resolution
Education
City University of Seattle 2002 — 2004
Master of Science (M.S.), Computer Systems
Morehead State University 1995 — 1997
Bachelor of Arts (B.A.), Communications - Advertising/PR
David Katri David Katri's Washington Society of CPAs Experience 2006 - May 2011
Job Senior Advisor at Clark Nuber P.S.
Industry Accounting
Experience
Leading Edge Alliance 2009 - 2014
Clark Nuber P.S. 2000 - 2014
Washington Society of CPAs 2006 - May 2011
Fluke Corporation 1975 - 1998
Skills
Accounting, Strategic Planning, Leadership, Mergers & Acquisitions, Financial Reporting, Auditing, GAAP, CPA
Education
University of California, Los Angeles 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Economics
Leading Edge Alliance 2009 - 2014
Clark Nuber P.S. 2000 - 2014
Washington Society of CPAs 2006 - May 2011
Fluke Corporation 1975 - 1998
Skills
Accounting, Strategic Planning, Leadership, Mergers & Acquisitions, Financial Reporting, Auditing, GAAP, CPA
Education
University of California, Los Angeles 1971 — 1973
MBA, Finance
University of California, Davis 1967 — 1971
BA, Economics
Sandy Matheson Sandy Matheson's Washington Society of CPAs Experience July 2007 - March 2009
Job Executive Director at MainePERS
Industry Government Administration
Experience
MainePERS April 2009 - Present
Washington Society of CPAs July 2007 - March 2009
WA State Dept of Retirement Systems April 2005 - March 2009
Skills
Employee Benefits, Disability Insurance, Business Strategy, Retirement, Higher Education, Retirement Planning, Policy, Pensions, Strategic Planning, Accounting, Non-profits, Nonprofits, Public Speaking, Government, Leadership, Risk Management, Small Business, Financial Analysis, Business Planning, Coaching, Budgets, Management Consulting
Education
Washington State University - College of Business and Economics 1995 — 1998
MBA
Northwestern University 1970 — 1973
BA, Economics
MainePERS April 2009 - Present
Washington Society of CPAs July 2007 - March 2009
WA State Dept of Retirement Systems April 2005 - March 2009
Skills
Employee Benefits, Disability Insurance, Business Strategy, Retirement, Higher Education, Retirement Planning, Policy, Pensions, Strategic Planning, Accounting, Non-profits, Nonprofits, Public Speaking, Government, Leadership, Risk Management, Small Business, Financial Analysis, Business Planning, Coaching, Budgets, Management Consulting
Education
Washington State University - College of Business and Economics 1995 — 1998
MBA
Northwestern University 1970 — 1973
BA, Economics
Ron Rael, Leadership Speaker's Washington Society of CPAs Experience 1979 - 2013
Job Solves Your Leadership Challenges
Industry Professional Training & Coaching
Experience
The High Road Institute January 2010 - Present
National Speakers Association-USA 1993 - 2014
NSA Northwest - Northwest Chapter of the National Speakers Association 1992 - 2014
AICPA 1988 - 2013
Washington Society of CPAs 1979 - 2013
Insititute of Management Accountants 1983 - 2012
Ron Rael, Speaker & Facilitator January 1993 - December 2010
Mares Nichols 2006 - 2009
Wry Toastmasters 1992 - 2002
Context International 1990 - 1994
Skills
Facilitator & Peace..., Consultant & Change..., Influencer & Contributor, Leadership Development, Leadership, Coaching, Succession Planning, Management Consulting, Organizational..., Public Speaking, Business Planning, Change Management, Strategic Planning, Policy, Strategic Leadership, Executive Coaching, Team Building, Entrepreneurship, Business Strategy, Workshop Facilitation, Consulting, Strategy, Marketing, Training, Social Networking, Nonprofits, Motivational Speaking, Time Management, Public Relations, Budgets, Thought Leadership, Staff Development, Business Coaching, Organizational..., Executive Development, Conflict Resolution, Employee Training, Career Development, Presentation Coaching, Emotional Intelligence, Performance Management, Performance Improvement, Business Process..., Culture Change, Employee Engagement, Training Delivery, Talent Management, Personal Branding, Small Business, Executive Management
Education
National University 1978 — 1979
Bachelors
University of California Riverside 1971 — 1973
none
The High Road Institute January 2010 - Present
National Speakers Association-USA 1993 - 2014
NSA Northwest - Northwest Chapter of the National Speakers Association 1992 - 2014
AICPA 1988 - 2013
Washington Society of CPAs 1979 - 2013
Insititute of Management Accountants 1983 - 2012
Ron Rael, Speaker & Facilitator January 1993 - December 2010
Mares Nichols 2006 - 2009
Wry Toastmasters 1992 - 2002
Context International 1990 - 1994
Skills
Facilitator & Peace..., Consultant & Change..., Influencer & Contributor, Leadership Development, Leadership, Coaching, Succession Planning, Management Consulting, Organizational..., Public Speaking, Business Planning, Change Management, Strategic Planning, Policy, Strategic Leadership, Executive Coaching, Team Building, Entrepreneurship, Business Strategy, Workshop Facilitation, Consulting, Strategy, Marketing, Training, Social Networking, Nonprofits, Motivational Speaking, Time Management, Public Relations, Budgets, Thought Leadership, Staff Development, Business Coaching, Organizational..., Executive Development, Conflict Resolution, Employee Training, Career Development, Presentation Coaching, Emotional Intelligence, Performance Management, Performance Improvement, Business Process..., Culture Change, Employee Engagement, Training Delivery, Talent Management, Personal Branding, Small Business, Executive Management
Education
National University 1978 — 1979
Bachelors
University of California Riverside 1971 — 1973
none
Mary Marino's Washington Society of CPAs Experience 2009 - June 2014
Job Tax Principal, Manufacturing & Distribution
Industry Financial Services
Experience
Bellevue Arts Museum October 2014 - Present
CliftonLarsonAllen LLP January 2009 - Present
Washington Society of CPAs 2009 - June 2014
Boys & Girls Clubs of King County 2005 - June 2012
Jefferson Wells April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey August 1999 - April 2005
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax
Education
University of Arizona 1979 — 1980
MBA, Accounting & FInance
Simmons College
BA, Communications
Bellevue Arts Museum October 2014 - Present
CliftonLarsonAllen LLP January 2009 - Present
Washington Society of CPAs 2009 - June 2014
Boys & Girls Clubs of King County 2005 - June 2012
Jefferson Wells April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey August 1999 - April 2005
Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax
Education
University of Arizona 1979 — 1980
MBA, Accounting & FInance
Simmons College
BA, Communications
Russell Price, CPA, ACA, CGMA's Washington Society of CPAs Experience June 2007 - May 2012
Job Assistant Corporate Controller at nLIGHT
Industry Accounting
Experience
nLIGHT December 2014 - Present
Clark County Food Bank July 2013 - Present
Intel Corporation March 2012 - December 2014
AICPA November 2010 - April 2013
Washington Society of CPAs June 2007 - May 2012
Intel June 2009 - March 2012
Intel Corporation April 2007 - May 2009
Intel Corporation May 2005 - March 2007
Intel Corporation April 2003 - April 2005
Intel Corporation January 2001 - March 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Accounting, Business Process..., Litigation Support, Program Management, Finance, Shared Services, Internal Controls, Auditing, Financial Analysis, SEC filings, Financial Reporting, GAAP, Sarbanes-Oxley, Enterprise Risk..., US GAAP, Due Diligence, Mergers, CPA, Process Improvement, Budgets, Consolidation, Mergers & Acquisitions, Forecasting, Management Consulting, Risk Management, Acquisition Integration, Variance Analysis, Revenue Recognition, Restructuring, IT Audit, Financial Forecasting, IFRS, Strategic Financial..., Business Process..., Tax, Corporate Governance, CISA, Cost Accounting, Executive Management, Financial Accounting, Financial Modeling, Managerial Finance, Cash Flow, Financial Audits, Corporate Finance, Business Planning, Financial Statements, Cash Management
Education
Washington State University 2010 — 2012
MAcc, Accountancy
Portland State University - School of Business 1990 — 1995
MBA, Accounting & Finance
Oregon State University 1977 — 1982
BSChE, Chemical Engineering
nLIGHT December 2014 - Present
Clark County Food Bank July 2013 - Present
Intel Corporation March 2012 - December 2014
AICPA November 2010 - April 2013
Washington Society of CPAs June 2007 - May 2012
Intel June 2009 - March 2012
Intel Corporation April 2007 - May 2009
Intel Corporation May 2005 - March 2007
Intel Corporation April 2003 - April 2005
Intel Corporation January 2001 - March 2003
Skills
Sarbanes-Oxley Act, Internal Audit, Accounting, Business Process..., Litigation Support, Program Management, Finance, Shared Services, Internal Controls, Auditing, Financial Analysis, SEC filings, Financial Reporting, GAAP, Sarbanes-Oxley, Enterprise Risk..., US GAAP, Due Diligence, Mergers, CPA, Process Improvement, Budgets, Consolidation, Mergers & Acquisitions, Forecasting, Management Consulting, Risk Management, Acquisition Integration, Variance Analysis, Revenue Recognition, Restructuring, IT Audit, Financial Forecasting, IFRS, Strategic Financial..., Business Process..., Tax, Corporate Governance, CISA, Cost Accounting, Executive Management, Financial Accounting, Financial Modeling, Managerial Finance, Cash Flow, Financial Audits, Corporate Finance, Business Planning, Financial Statements, Cash Management
Education
Washington State University 2010 — 2012
MAcc, Accountancy
Portland State University - School of Business 1990 — 1995
MBA, Accounting & Finance
Oregon State University 1977 — 1982
BSChE, Chemical Engineering
Donald Oellrich, CPA's Washington Society of CPAs Experience November 1980 - Present
Job President, Tate & Oellrich, Inc., P.S. CPAs
Industry Accounting
Experience
Tate & Oellrich, Inc., P.S. CPAs January 1993 - Present
Rotary Club of Issaquah July 2011 - June 2012
Washington Society of CPAs November 1980 - Present
Tate & Oellrich, CPAs January 1988 - December 1992
Harold W. Tate & Co., CPAs December 1981 - December 1987
Morris, Lee & Company, CPAs November 1977 - July 1978
Skills
Accounting, Tax Preparation, Corporations, Non-profits, CPA, Tax, Small Business, Restaurants, Strategic Financial..., Financial Accounting, Leadership, Income Tax, Budgets, Nonprofits, QuickBooks, Mergers & Acquisitions, Payroll, GAAP, General Ledger, Financial Reporting, Financial Statements, Auditing, Tax Advisory, Due Diligence, Tax Research, Corporate Tax, Tax Returns, Tax Accounting, Account Reconciliation, Financial Analysis
Education
Eastern Washington University 1976 — 1977
CPA exam preparation, Accounting and Related Services
Walla Walla Community College 1975 — 1976
Accounting and Related Services
Walla Walla University 1967 — 1972
M. Ed., Education
Walla Walla University 1962 — 1966
B.S., Education
Tate & Oellrich, Inc., P.S. CPAs January 1993 - Present
Rotary Club of Issaquah July 2011 - June 2012
Washington Society of CPAs November 1980 - Present
Tate & Oellrich, CPAs January 1988 - December 1992
Harold W. Tate & Co., CPAs December 1981 - December 1987
Morris, Lee & Company, CPAs November 1977 - July 1978
Skills
Accounting, Tax Preparation, Corporations, Non-profits, CPA, Tax, Small Business, Restaurants, Strategic Financial..., Financial Accounting, Leadership, Income Tax, Budgets, Nonprofits, QuickBooks, Mergers & Acquisitions, Payroll, GAAP, General Ledger, Financial Reporting, Financial Statements, Auditing, Tax Advisory, Due Diligence, Tax Research, Corporate Tax, Tax Returns, Tax Accounting, Account Reconciliation, Financial Analysis
Education
Eastern Washington University 1976 — 1977
CPA exam preparation, Accounting and Related Services
Walla Walla Community College 1975 — 1976
Accounting and Related Services
Walla Walla University 1967 — 1972
M. Ed., Education
Walla Walla University 1962 — 1966
B.S., Education
Rich Jones, CPA, CGMA's Washington Society of CPAs Experience May 2005 - Present
Job President & CEO of Washington Society of CPAs
Industry Nonprofit Organization Management
Experience
UW Medicine July 2015 - Present
UW Medicine October 2009 - Present
Washington Society of CPAs May 2005 - Present
Seattle Cancer Care Alliance June 1998 - June 2013
CPA Society Executives Association 2006 - 2013
Fred Hutchinson Cancer Research Center 1995 - 2010
Pacific Science Center 1996 - 2004
Ernst & Young 1970 - 2004
Skills
Leadership, GAAP, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Tax, Sarbanes-Oxley Act, Auditing, SEC filings, CPA, Executive Management, Healthcare, Income Tax, Managerial Finance, Nonprofits, Professional Services, Strategic Planning, Management
Education
University of California, Berkeley 1969 — 1971
BS, Accounting
Northwestern University - Kellogg School of Management, Ernst & Young Executive Program
UW Medicine July 2015 - Present
UW Medicine October 2009 - Present
Washington Society of CPAs May 2005 - Present
Seattle Cancer Care Alliance June 1998 - June 2013
CPA Society Executives Association 2006 - 2013
Fred Hutchinson Cancer Research Center 1995 - 2010
Pacific Science Center 1996 - 2004
Ernst & Young 1970 - 2004
Skills
Leadership, GAAP, Accounting, Internal Controls, Financial Reporting, Financial Analysis, Tax, Sarbanes-Oxley Act, Auditing, SEC filings, CPA, Executive Management, Healthcare, Income Tax, Managerial Finance, Nonprofits, Professional Services, Strategic Planning, Management
Education
University of California, Berkeley 1969 — 1971
BS, Accounting
Northwestern University - Kellogg School of Management, Ernst & Young Executive Program
Roo Righter Mulligan's Washington Society of CPAs Experience August 2015 - Present
Job Member Services Coordinator
Industry Nonprofit Organization Management
Experience
Washington Society of CPAs August 2015 - Present
N2 Publishing February 2015 - Present
College Nannies + Tutors May 2013 - November 2014
Indiana University South Bend January 2011 - June 2012
Indiana University South Bend November 2008 - June 2012
Tampa Metro YMCA 2004 - 2008
University of Louisville 2001 - 2003
AHEAD Human Resources 1999 - 2001
Skills
Community Outreach, Public Speaking, Training, Event Management, Event Planning, Online Marketing, Public Relations, Nonprofits, Policy, Budgets, Management, Grant Writing, Leadership, Fundraising, Microsoft Word, Community Development, Editing, Program Development, Community Relations, Internal Communications, Word, PowerPoint, Volunteer Management, Client Billing, Payroll Processing
Education
Indiana University 2009 — 2012
MS Education, Mental Health Counseling, 4.0
Connecticut College 1987 — 1991
BA, Art History
Westtown Friends
Washington Society of CPAs August 2015 - Present
N2 Publishing February 2015 - Present
College Nannies + Tutors May 2013 - November 2014
Indiana University South Bend January 2011 - June 2012
Indiana University South Bend November 2008 - June 2012
Tampa Metro YMCA 2004 - 2008
University of Louisville 2001 - 2003
AHEAD Human Resources 1999 - 2001
Skills
Community Outreach, Public Speaking, Training, Event Management, Event Planning, Online Marketing, Public Relations, Nonprofits, Policy, Budgets, Management, Grant Writing, Leadership, Fundraising, Microsoft Word, Community Development, Editing, Program Development, Community Relations, Internal Communications, Word, PowerPoint, Volunteer Management, Client Billing, Payroll Processing
Education
Indiana University 2009 — 2012
MS Education, Mental Health Counseling, 4.0
Connecticut College 1987 — 1991
BA, Art History
Westtown Friends
Susan Winkle's Washington Society of CPAs Experience September 2005 - July 2012
Job Brand Communications Manager at Wireless Advocates
Industry Media Production
Experience
Wireless Advocates April 2015 - Present
Flying Ears Graphics July 2012 - Present
Wireless Advocates September 2014 - April 2015
Washington Society of CPAs September 2005 - July 2012
Winkle Webbings 2006 - 2009
University of Washington Medical Center June 2004 - September 2005
Lutheran Campus Ministry (ELCA) August 1995 - June 1999
Skills
Web Design, Print Marketing, Web Development, Social Media Marketing, e-marketing, Public Speaking, Teaching, Graphic Design, Editing, Brand Development, Corporate Communications, ColdFusion, SQL, PHP, MySQL, Adobe Creative Suite, PC, Mac, Volunteer Coordination, Non-profit..., Social Media, Strategic Planning, Supervising, Web Marketing, Non-profits, Project Management, Small Business, Volunteer Management, Marketing, Management, Website Content..., HTML, CSS3, IIS, Relational Databases, MS Office, Web Analytics, Web Content Management, Community Outreach, Drupal, Adobe Illustrator, Email Marketing, Illustrator, Nonprofits, Online Marketing
Education
Seattle Pacific University
B.A., Communication, Music
Wartburg Theological Seminary
M.Div., Theology, Preaching, Counseling, Liturgical and Biblical Studies
Wireless Advocates April 2015 - Present
Flying Ears Graphics July 2012 - Present
Wireless Advocates September 2014 - April 2015
Washington Society of CPAs September 2005 - July 2012
Winkle Webbings 2006 - 2009
University of Washington Medical Center June 2004 - September 2005
Lutheran Campus Ministry (ELCA) August 1995 - June 1999
Skills
Web Design, Print Marketing, Web Development, Social Media Marketing, e-marketing, Public Speaking, Teaching, Graphic Design, Editing, Brand Development, Corporate Communications, ColdFusion, SQL, PHP, MySQL, Adobe Creative Suite, PC, Mac, Volunteer Coordination, Non-profit..., Social Media, Strategic Planning, Supervising, Web Marketing, Non-profits, Project Management, Small Business, Volunteer Management, Marketing, Management, Website Content..., HTML, CSS3, IIS, Relational Databases, MS Office, Web Analytics, Web Content Management, Community Outreach, Drupal, Adobe Illustrator, Email Marketing, Illustrator, Nonprofits, Online Marketing
Education
Seattle Pacific University
B.A., Communication, Music
Wartburg Theological Seminary
M.Div., Theology, Preaching, Counseling, Liturgical and Biblical Studies
Mary Hawkins, CPA, MST's Washington Society of CPAs Experience June 2011 - June 2013
Job Owner at Mary H Hawkins CPA PS
Industry Accounting
Experience
Mary H Hawkins CPA PS April 2014 - Present
Panasonic Avionics Corporation January 2007 - March 2014
Washington Society of CPAs June 2011 - June 2013
Chaffee Geddes Chucka PLLC October 2005 - December 2006
Falco Sult & Company, P.S. October 2000 - October 2005
Skills
International Tax..., Statutory Audit..., Transfer Pricing, Sales and Use Tax, VAT/GST/JCT, Sarbanes-Oxley Act, US Income Tax, Expatriate Tax, Financial Reporting, Corporate Tax Planning, Accounting, Income Tax, Management, Collaborative Problem..., Tax, Financial Analysis, International Tax, Tax Returns, GAAP, Financial Statements, Auditing, General Ledger
Education
Golden Gate University
MS, Taxation
Virginia Tech
BS, Accounting
Mary H Hawkins CPA PS April 2014 - Present
Panasonic Avionics Corporation January 2007 - March 2014
Washington Society of CPAs June 2011 - June 2013
Chaffee Geddes Chucka PLLC October 2005 - December 2006
Falco Sult & Company, P.S. October 2000 - October 2005
Skills
International Tax..., Statutory Audit..., Transfer Pricing, Sales and Use Tax, VAT/GST/JCT, Sarbanes-Oxley Act, US Income Tax, Expatriate Tax, Financial Reporting, Corporate Tax Planning, Accounting, Income Tax, Management, Collaborative Problem..., Tax, Financial Analysis, International Tax, Tax Returns, GAAP, Financial Statements, Auditing, General Ledger
Education
Golden Gate University
MS, Taxation
Virginia Tech
BS, Accounting
Marianne Conger's Washington Society of CPAs Experience August 1991 - September 2001
Job Executive Assistant in Comp & Ben at Microsoft Corporation
Industry Computer Software
Experience
Microsoft Corporation February 2010 - Present
Microsoft December 2007 - February 2010
Microsoft December 2004 - December 2007
Washington Society of CPAs August 1991 - September 2001
South Coast Therapists/Business April 1985 - June 1991
Holland America Lines April 1983 - June 1986
Skills
Administrative Support, Scheduling, Human Resources, Microsoft Office, Outlook, Team Leadership, Event Planning, SharePoint, Office Management, Administration, Employee Relations, Project Planning, Budgets, Administrative..., Leadership, Team Building, Customer Service, Recruiting, Event Management, Management, Process Improvement, Onboarding, Training, System Administration
Education
University of Phoenix 2001 — 2004
Bachelor of Science, Business Management
Brigham Young University 1978 — 1979
Interior Design
Lindbergh High School 1974 — 1977
Microsoft Corporation February 2010 - Present
Microsoft December 2007 - February 2010
Microsoft December 2004 - December 2007
Washington Society of CPAs August 1991 - September 2001
South Coast Therapists/Business April 1985 - June 1991
Holland America Lines April 1983 - June 1986
Skills
Administrative Support, Scheduling, Human Resources, Microsoft Office, Outlook, Team Leadership, Event Planning, SharePoint, Office Management, Administration, Employee Relations, Project Planning, Budgets, Administrative..., Leadership, Team Building, Customer Service, Recruiting, Event Management, Management, Process Improvement, Onboarding, Training, System Administration
Education
University of Phoenix 2001 — 2004
Bachelor of Science, Business Management
Brigham Young University 1978 — 1979
Interior Design
Lindbergh High School 1974 — 1977