Education
- Case Western Reserve University, M.B.A.
- Ohio University, B.A.
Professional Associations
- American Institute of Certified Public Accountants
- The Ohio Society of Certified Public Accountants
- CFA Institute
- Columbus Society of Financial Analysts
- Institute of Business Appraisers
- The ESOP Association
- National Center for Employee Ownership
- Ohio Employee Ownership Center
- Association for Corporate Growth
- Estate Planning Group II of Columbus
- Appraisal Issues Task Force
Past Speaking Engagements
- “Internal Trustee Checklist for ESOP Valuations”; 5th Annual Great Lakes Conference of the ESOP Association; Sandusky, OH; 10/17/19
- “Assessing the Feasibility of an ESOP”; 33rd Annual Ohio Employee Ownership Center; Akron, OH; 4/25/19
- “Analyzing the Valuation Issues in Recent ESOP Lawsuits”; Michigan Chapter of the ESOP Association Annual Spring Conference; Lansing, MI; 4/17/19