Credentials

Teaching

  • State Bar of CA – Continuing Legal Education (MCLE) Provider
  • California Manufacturing Technology Consultant
  • U.C.L.A. – Instructor Development Program Credential
  • California Community Colleges – Instructor Credential
  • California Commission on Teacher Credentialing – CBEST Credential
  • California CPA Foundation
  • Pepperdine Graduate School of Business & Management
  • City College of San Francisco
  • Esalen Institute
  • Sage Academy

Creative

EDUCATION

  • M.B.A. Finance – Northwestern University
  • B.B.A. Accounting – University of Iowa
  • Leadership Academy – Stanford University
  • C.P.A. – Certified Public Accountant
  • C.E.A. – Certified Estate Advisor – Nat’l Ass’n of Financial & Estate Planning
  • F.B.A.C. – Family Business Advisor – Galliard Institute
  • Business Appraisal Certified – Institute of Business Appraisers
  • Mediation Certified – Dispute Resolution, Los Angeles County Bar
  • California Insurance License

Business & Professional Organizations

  • Multiple Corporate, Advisory & Charitable Boards
  • American Institute of CPAs
  • California Society of CPAs
  • California Capital Summit – Exec Committee
  • Information Systems Security Ass’n – Advisory Board
  • Cybersecurity Cyber Guardian, Secure the Village – Director
  • Los Angeles Collaborative Family Law Association
  • Managing Law Practice Forum – Founder, Chairman
  • Accountants Global Network – Vice Chairman