Jean is a principal who focuses on the higher education industry at the national firm of CliftonLarsonAllen (CLA). Jean has more than 18 years of public accounting experience serving just the public sector (higher education, governments, and nonprofits), including 11 years with KPMG LLP. She joined CLA in 2009. During this time, she has provided audit, internal control consulting, agreed-upon procedures and other attest services to numerous higher education institutions across the county. As a result, Jean is very familiar with higher education processes, risks faced, internal control structures, and compliance procedures.
Jean has been a speaker/instructor for continuing professional education courses held across the county for over 15 years. She has led educational sessions for conferences, clients and firm members on GASB/FASB updates, auditing alternative investments, Uniform Grant Guidance, UPMIFA accounting implications, revenue recognition, client considerations when undergoing a Single Audit, common audit issues when auditing Student Financial Aid, and other technical updates and changes. 2016 Speaking Engagements have included:
• Trends in Higher Education – UCLA – September 2016
• Student Financial Aid Compliance Issues – ACUA – Portland, OR – April 2016
• Higher Education Financial Reporting, FASB vs GASB – Webinar, June 2016
• Importance of Internal Controls – Denver, CO – January 2016
• How to Build Reserves – Denver, CO – October 2016
She is a member of the Colorado Government Finance Officer’s Association (CGFOA), the American Institute of Certified Public Accountants, and the Colorado Society of Certified Public Accountants and is an active participant of NACUBO and WACUBO. Jean is licensed to practice as a certified public accountant in Colorado.