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Julia Lafferty, CPA

Partner | Director - Not-for-Profit Services

Julia Lafferty is a partner and a director of the not-for-profit services at CBM. She has more than 25 years of accounting experience, with concentration in the not-for-profit organizations and audits of employee benefit plans. Julia has also been responsible for various administrative and consulting tasks, including drafting accounting policies and procedures, consulting on operational efficiency reviews and agreed upon procedures and federal grant compliance and reporting.

Professional Qualifications and Education

  • Certified Public Accountant, Virginia
  • Bachelor of Science in Accounting (University Scholar), Pennsylvania State University

Professional Associations and Activities

  • Greater Washington Society of CPAs, Board of Governors (2019-2020)
  • Greater Washington Society of CPAs’ Not-for-Profit Symposium, 2019 Chair
  • Greater Washington Society of CPAs’ Not-for-Profit Symposium, 2018 Vice Chair
  • American Society of Association Executives Peer Review Committee, 2018 Associations @ Work Conference
  • American Society of Association Executives (ASAE), 2017 – current
  • American Institute of Certified Public Accountants (AICPA)
  • Greater Washington Society of Certified Public Accountants (GWSCPA)

Speaking Engagements and Articles

  • 2018 to Present – Trainer for the CNAP, Certified Nonprofit Accounting Professional, National Program
  • May 12, 2021 – Ask the Experts Panel at the GWSCPA Employee Benefits Plan conference
  • February 2, 2021 – Paycheck Protection Program Stimulus Funding: What is Consolidated Appropriations Act Means for You
  • September 16, 2020 – Defined Contribution Best Practices Panel Discussion (with PNC Bank)
  • May 20, 2020 – Ongoing Financial Planning and Investment Considerations in the COVID-19 Era
  • May 1, 2020 – 401K Best Practice Panel Session – GWSCPA 2020 Employee Benefit Plan Conference
  • April 15, 2020 – Further Guidance on the Paycheck Protection Program (PPP) from the Small Business Administration
  • May 9, 2019 – Life in the Fast Lane: Optimizing Your Firm’s High-Quality Approach to Employee Benefit Plan Audits (For the GWSPCA’s 6th Annual Employee Benefits Plan Conference)
  • November 28, 2018 – Simplify Your Financial Process and Still Ace Your Audit (for the Greater Washington Society of CPA)