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Credentials All Credentials Accredited in Business Valuation (ABV) Credential Certified in Financial Forensics (CFF) Credential Certified Information Technology Professional (CITP) Credential Chartered Global Management Accountant (CGMA) Designation Personal Financial Specialist (PFS) Credential

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Area of Expertise All Areas of Expertise "EBP Internal Controls (including Service Organization Control (SOC) 1 reports) " "ERISA Plan Financial Statement Audits (including Limited Scope Audits) " "ERISA, DOL and IRS Regulations for EBPs (including Plan Design and IRS Qualification Rules and Test 401(k) Defined Contribution Plans 403(b) Defined Contribution Plans Accounting and Financial Reporting Accounting Compliance and Reporting (IFRS) Accounting Compliance and Reporting (Private Companies) Accounting Compliance and Reporting (US) Accounting Compliance and Reporting under GASB Accounting Education Accounting Education Accounting Operations Management Accounting Software Advisory/Consulting Agribusiness Agriculture, Forestry, Fishing and Hunting Arts, Entertainment and Recreation (including Gaming) Assurance (audit and attest for non-public entities specifically) Attorney Audit Committee Auditing - Government Auditing Standards (Yellow Book) Auditing - International Auditing - Non-SEC Auditing - SEC/PCAOB Auditor Independence (DOL, AICPA, SEC) Auditor Involvement with Municipal Securities Filings Auto Dealerships Bankruptcy Bankruptcy & Reorganization Best Practices Broker/Dealer Broker/Dealers Budgeting/Forecasting Business & Industry Business Acumen, People and Leadership Skills Business Development Business Economic Damages Business Intelligence Business Performance Measures Business Planning, Budgeting and Forecasting Business Valuations/Appraisals C Corporation Income Taxation Cash Flow Planning Charitable Planning Circular A-133 Audit Considerations Closely Held Business Planning Cloud Computing College Funding Common Interest Realty Associations Communications/Media Compilation and Review Compilation/Review Services Compliance Audits Computer Business Systems Computer Fraud Construction Continuous Assurance Controllership Corporate Finance Corporate Finance and Treasury Management Corporate Governance Corporate Governance Corporations and Shareholders Taxation Cost Accounting Cost Management CRM Cybersecurity Defined Benefit Plans Depository and Lending Institutions Depository Institutions - Banks and Thrifts Depository Institutions - Credit Unions Divorce EBP Fraud EBP Plan Investments and Fair Value Education Education Planning Elder Care Elder Planning Electronic Commerce Electronic Data Analysis Employee Benefit Plans Employee Benefit Plans - Defined Benefit Plans Employee Benefit Plans - Defined Contribution Plans Employee Benefit Plans - General Employee Benefit Plans - Health and Welfare Plans Employee Benefits Employee Benefits Taxation Employee Benefits/Executive Compensation Employee Stock Ownership Plans (ESOPs) Employee Stock Ownership Plans (ESOPs) Engagement Planning & Preparation and Information Gathering & Preservation ERP Estate Planning Estate, Gift and Wealth Transfer Planning Ethics Ethics Exempt Organizations Taxation Expert Witness Testimony Fair Value for Financial Reporting Family Law & Divorce Financial Accounting and Reporting Financial Analysis Financial and Admin Operations Financial Instruments Financial Instruments Financial Management Financial Planing \ Investments \ Financial Institutions and Banking Financial Reporting Financial Services Financial Statement Misrepresentation Firm Practice Management Forensic and Valuation Services Form 11-k Plan (SEC) Filers Form 5500 Reporting Fraud Fraud Prevention, Detection, & Response Fraud/Forensic Accounting Fraud/Forensic Consulting Fundamental Financial Planning Knowledge & Skills General Management Gift & Estate Income Tax, FLPs & LLPs Government Accounting/Auditing - Federal Government Accounting/Auditing - Local Government Accounting/Auditing - State Government and Public Sector Government Auditing Standards Governmental Governmental Financial Statement Audit Considerations Health and Welfare Plans Health Care Health Care and Social Assistance Health Care Audits Hospitality HUD HUD Audits HUD Audits (for-profits) Human Capital Human Resource and Talent Management Human Resource Management Individual Damages Individual Income Taxation Individual Income Taxation Individual Tax Planning Industry Information Management Information Management and Technology Assurance Information Security Information Systems and Management Information Technology Consulting Insurance Insurance Audits Insurance Life & Health Insurance Planning/Risk Management Planning Insurance Property and Liability Insurance Sales Integrated Personal Financial Planning Integrated Reporting Intellectual Property Valuation & Infringement Internal Auditing Internal Control over Compliance Internal Control over Financial Reporting Internal Control over Financial Reporting International Accounting International Business International Business International Tax International Taxation Inventory Investment Advisory Services Investment Companies Investment Companies Investment Management Investment Planning (withouit AUM or product sales) IRS Practice & Procedure IRS Practice and Procedures IT & Integrated Audits IT Audit/Information Assurance IT Risk Management and Internal Controls Knowledge Management Legal Services Litigation Support/Services M&A Due Diligence & Stakeholder Dispute Resolution Management Accounting Management Accounting Management Information Systems Manufacturing Manufacturing Marketing Marketing Media Communications and Information Mergers and Acquisitions Mergers and Acquisitions Mining, Quarrying, and Oil and Gas Extraction Multiemployer plans New Business Reporting Model Not-for-Profit Not-for-Profit Not-for-Profit Audits Online Services Operational Performance Improvement Organizational Development Organizational Systems and Processes Other Other \ Auto Dealers Other \ Construction Other \ Retail Trade Parties-in-Interest/Prohibited Transactions Partnership Taxation Payroll Audits (Related to Multiemployer Plans) Peer Review Performance and Cost Management, Analysis and Control Performing a Review (planning, performance, reporting, QC) Performing an Advisory Engagement (planning, performance, reporting, QC) Performing an Attest Engagement (planning, fieldwork, reporting, QC) Performing an Audit (planning, fieldwork, reporting, QC) Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment Practice Growth and Client Service Practice Management Professional, Scientific and Technical Services (including Business Services) Real Estate and Rental and Leasing Report Preparation Retirement Planning Retirement Planning (Other) Risk Management Risk Management and Internal Control S Corporation Income Taxation S Corporation Taxation SEC Regulatory Compliance and Reporting SEC Reporting/Regulations Service Organizations Controls Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.) Single Audits Software Development Special-Purpose Framework Considerations State & Local Tax State and Local Taxation Stockbrokerage and Investment Banking Strategic Alliances Strategic Planning Strategic Planning Management Strategy and Governance Strategy and Planning Succession Planning Succession Planning Sustainability Sustainability/Environmental Reporting System Reliability Systems Integration Tax Tax Accounting Periods and Methods Tax Compliance Tax Compliance, Planning and Strategy Tax Ethics & Standards Tax Examination/Fraud and Forensics Tax Exempt Organizations Tax Legislation and Policy Tax Planning Tax Practice Management Taxation of Estates and Trusts Transportation and Warehousing Utilities Valuation Methods, Approaches, and Analysis Wealth Management/Investment Advisory Services Wholesale and Retail Trade XBRL

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