Lori leverages her more than 30 years of public accounting experience to provide her credit union clients with solid business advice and verify sound accounting practices are being adopted in their business and employee benefit plans.
Due to her deep understanding of auditing and industry standards, clients find confidence in her ability to lead their financial statement audit, internal controls assessment and other agreed-upon procedure engagements. Lori’s strong technical acumen combined with her industry knowledge, enables her to easily detect potential risks and offer actionable recommendations to protect her clients and their stakeholders. Her professional experience extends to employe benefit plan auditing, where her intricate understanding of plan operations and regulations allows Lori to navigate clients through the complexities of 401(k) and pension plan reporting required to uphold their fiduciary responsibilities.
An educator at heart, Lori plays a significant role in providing training to assist credit union staff and volunteers to understand the importance and benefits of a risk-based business model. This puts her at the forefront of developing an engaging curriculum for the firm’s Annual Supervisory Committee and Board of Directors Conference.
Lori thrives on watching her clients succeed. Forming trusted partnerships with clients, she listens to their concerns and challenges, and offers valuable insights and strategies to help them achieve their financial and operational goals for long-term success.
- Certified Public Accountant (CPA)
- Credit Unions
- Audit Services
- Accounting Solutions
- CUSO Advisory