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Credential Directory
Please be advised that while the AICPA has verified the credential status of a member listed in this directory, all other information is compiled from materials submitted by its members and cannot guarantee its accuracy, reliability, or completeness. AICPA specifically disclaims any liability or responsibility for any actions or statements made by any individuals listed.
Non-Commercial Use Only
This directory is intended strictly as a method to locate a credential holder for the purpose of securing his or her services, and is not to be used for any other purpose, including for marketing products or services to credential holders. Persons violating this restriction by using the data in this directory for any purposes other than securing a credential holder’s services may be subject to legal action
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Credentials
All Credentials
ABV - Accredited in Business Valuations Credential
CEIV - Certified in Entity and Intangible Valuatio
CFF - Certified in Financial Forensics Credential
CGMA - Chartered Global Management Accountant Desi
CITP - Certified Information Technology Profession
CVFI - Certified in the Valuation of Financial Ins
PFS - Personal Financial Specialist Credential
Name
Organization
Area of Expertise
All Areas of Expertise
Accounting and Financial Reporting
Accounting and Financial Reporting - Accounting Compliance and Reporting (IFRS)
Accounting and Financial Reporting - Accounting Compliance and Reporting (Private Companies)
Accounting and Financial Reporting - Accounting Compliance and Reporting (US)
Accounting and Financial Reporting - Financial Instruments
Accounting and Financial Reporting - Integrated Reporting
Accounting and Financial Reporting - Internal Control over Financial Reporting
Accounting and Financial Reporting - SEC Regulatory Compliance and Reporting
Accounting and Financial Reporting - Sustainability
Accounting and Financial Reporting - XBRL
Advisory/Consulting
Advisory/Consulting - Performing an Advisory Engagement (planning, performance, reporting, QC)
Assurance (audit and attest for non-public entities specifically)
Assurance (audit and attest for non-public entities specifically) - Performing an Attest Engagement (planning, fieldwork, reporting, QC)
Assurance (audit and attest for non-public entities specifically) - Performing an Audit (planning, fieldwork, reporting, QC)
Compilation and Review
Compilation and Review - Performing a Review (planning, performance, reporting, QC)
Corporate Governance
Corporate Governance - Audit Committee
Employee Benefit Plans
Employee Benefit Plans - 401(k) Defined Contribution Plans
Employee Benefit Plans - 403(b) Defined Contribution Plans
Employee Benefit Plans - Auditor Independence (DOL, AICPA, SEC)
Employee Benefit Plans - Defined Benefit Plans
Employee Benefit Plans - EBP Fraud
Employee Benefit Plans - EBP Internal Controls (including Service Organization Control (SOC) 1 reports)
Employee Benefit Plans - EBP Plan Investments and Fair Value
Employee Benefit Plans - Employee Stock Ownership Plans (ESOPs)
Employee Benefit Plans - ERISA Plan Financial Statement Audits (including Limited Scope Audits)
Employee Benefit Plans - ERISA, DOL and IRS Regulations for EBPs (including Plan Design and IRS Qualification Rules and Test)
Employee Benefit Plans - Form 11-k Plan (SEC) Filers
Employee Benefit Plans - Form 5500 Reporting
Employee Benefit Plans - Health and Welfare Plans
Employee Benefit Plans - Multiemployer plans
Employee Benefit Plans - Parties-in-Interest/Prohibited Transactions
Employee Benefit Plans - Payroll Audits (Related to Multiemployer Plans)
Ethics
Firm Practice Management
Firm Practice Management - Financial and Admin Operations
Firm Practice Management - Human Capital
Firm Practice Management - Marketing
Firm Practice Management - Practice Growth and Client Service
Firm Practice Management - Strategy and Planning
Firm Practice Management - Succession Planning
Forensic and Valuation Services
Forensic and Valuation Services - Bankruptcy & Reorganization
Forensic and Valuation Services - Business Economic Damages
Forensic and Valuation Services - Electronic Data Analysis
Forensic and Valuation Services - Employee Stock Ownership Plans (ESOPs)
Forensic and Valuation Services - Engagement Planning & Preparation and Information Gathering & Preservation
Forensic and Valuation Services - Expert Witness Testimony
Forensic and Valuation Services - Fair Value for Financial Reporting
Forensic and Valuation Services - Family Law & Divorce
Forensic and Valuation Services - Financial Instruments
Forensic and Valuation Services - Financial Statement Misrepresentation
Forensic and Valuation Services - Fraud Prevention, Detection, & Response
Forensic and Valuation Services - Gift & Estate Income Tax, FLPs & LLPs
Forensic and Valuation Services - Individual Damages
Forensic and Valuation Services - Intellectual Property Valuation & Infringement
Forensic and Valuation Services - M&A Due Diligence & Stakeholder Dispute Resolution
Forensic and Valuation Services - Practice Management
Forensic and Valuation Services - Report Preparation
Forensic and Valuation Services - Valuation Methods, Approaches, and Analysis
Governmental
Governmental - Accounting Compliance and Reporting under GASB
Governmental - Auditor Involvement with Municipal Securities Filings
Governmental - Circular A-133 Audit Considerations
Governmental - Compliance Audits
Governmental - Government Auditing Standards
Governmental - Governmental Financial Statement Audit Considerations
Governmental - HUD Audits (for-profits)
Governmental - Internal Control over Compliance
Governmental - Internal Control over Financial Reporting
Governmental - Special-Purpose Framework Considerations
Industry
Industry - Agriculture, Forestry, Fishing and Hunting
Industry - Arts, Entertainment and Recreation (including Gaming)
Industry - Auto Dealerships
Industry - Broker/Dealers
Industry - Construction
Industry - Depository and Lending Institutions
Industry - Government and Public Sector
Industry - Health Care and Social Assistance
Industry - Insurance Life & Health
Industry - Insurance Property and Liability
Industry - Investment Companies
Industry - Manufacturing
Industry - Media Communications and Information
Industry - Mining, Quarrying, and Oil and Gas Extraction
Industry - Not-for-Profit
Industry - Professional, Scientific and Technical Services (including Business Services)
Industry - Real Estate and Rental and Leasing
Industry - Transportation and Warehousing
Industry - Utilities
Industry - Wholesale and Retail Trade
Information Management and Technology Assurance
Information Management and Technology Assurance - Business Intelligence
Information Management and Technology Assurance - Cloud Computing
Information Management and Technology Assurance - Computer Fraud
Information Management and Technology Assurance - Cybersecurity
Information Management and Technology Assurance - Information Management
Information Management and Technology Assurance - IT & Integrated Audits
Information Management and Technology Assurance - IT Risk Management and Internal Controls
Information Management and Technology Assurance - Service Organizations Controls
Management Accounting
Management Accounting - Accounting Operations Management
Management Accounting - Business Acumen, People and Leadership Skills
Management Accounting - Business Planning, Budgeting and Forecasting
Management Accounting - Corporate Finance and Treasury Management
Management Accounting - Ethics
Management Accounting - Financial Accounting and Reporting
Management Accounting - Human Resource and Talent Management
Management Accounting - Information Systems and Management
Management Accounting - International Business
Management Accounting - Mergers and Acquisitions
Management Accounting - Performance and Cost Management, Analysis and Control
Management Accounting - Risk Management and Internal Control
Management Accounting - Strategy and Governance
Management Accounting - Tax Compliance, Planning and Strategy
Other
Other - Accounting Education
Other - Legal Services
Peer Review
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Cash Flow Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Charitable Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Closely Held Business Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Education Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Elder Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Employee Benefits/Executive Compensation
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Estate, Gift and Wealth Transfer Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Fundamental Financial Planning Knowledge & Skills
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Individual Tax Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Insurance Planning/Risk Management Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Integrated Personal Financial Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Investment Planning (withouit AUM or product sales)
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Retirement Planning
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
Personal Financial Planning - Tax/Estate/Retirement/Risk Management/Investment - Wealth Management/Investment Advisory Services
Tax
Tax - C Corporation Income Taxation
Tax - Employee Benefits
Tax - Individual Income Taxation
Tax - International Tax
Tax - IRS Practice & Procedure
Tax - Partnership Taxation
Tax - S Corporation Income Taxation
Tax - State & Local Tax
Tax - Tax Ethics & Standards
Tax - Tax Exempt Organizations
Tax - Tax Practice Management
Tax - Taxation of Estates and Trusts
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