Dan is a Senior 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.
On Mentoring…”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.”
Recent book influence…”I recently read ‘Crucial Conversations’ by Kerry Patterson. In my opinion, it’s a great book because it helps you identify important moments, make correct decisions and know how to handle those decisions. It is an important concept not only for business but for life.”
My perfect day…”The perfect day includes being on a lake in the country somewhere with no plans. We work hard for our clients year-round and we love what we do, but sometimes it is nice to relax and recharge.”
- In my free time, you are most likely to find me at home enjoying time with my family.
- It is most important for me to be remembered as a great husband, father, son and brother by my family.
- My favorite place to travel is to the hills of Italy. I love the food and the laidback lifestyle.
- The five words that describe me are honest, loyal, trustworthy, reliable, and caring.