"Today's environment is one of growth, which leads to a lot of opportunities for our clients."
Dan is an Executive Vice President with Councilor, Buchanan & Mitchell, P.C. (CBM). He is also the Chairman of the Not-for-Profit Service Group at CBM. His seventeen years of experience includes audits, reviews, tax preparation, and research and planning services, primarily in the not-for-profit industry.
Dan has provided services to many types of not-for-profit organizations including Trade Associations, Public Charities, Museums, Professional Societies, International Charities and Combined Federal Campaigns.
Dan also has significant experience with specialized audits on compliance and internal controls required for Single Audits of Federal Awards and Service Organization Controls (SOC) Audits. Dan has consulted for organizations on fraud risk assessments, forensic audits, and has designed internal control processes for international nonprofits.
He is the lead speaker and moderator for CBM’s Not-For-Profit Roundtable series.
“I think mentoring young professionals is very critical today. Young staff members are not always prepared for professional settings right out of school, but our business requires that of them. Having a good set of mentors, like the ones we have at CBM, is very important to everyone’s success.”