Industry Expertise
Biography
Carrie has practiced public accounting since 1997. She provides financial auditing, operational auditing, and other consulting services for financial institutions, community banks, SEC banks, credit unions, and other financial services organizations. Her experience includes initial public offerings, SEC reporting, start-up institutions, mergers and acquisitions, HUD reporting, and Sarbanes-Oxley and FDICIA reporting.
External Publications
- Staying NIMble: Mitigating Interest Rate Risk In An Uncertain Environment (2013 Guild: Credit Union Auditors, May 2013)
Selected Speaking Engagements
- CECL
(Association of Credit Union Internal Auditors Region 6 Conference, October 2019) - Leadership, Public Speaking and Executive Presence
(Association of Credit Union Internal Auditors Region 5 Conference, October 2019) - Lease Accounting, Cybersecurity
(AICPA National Conference on Credit Unions, October 2019) - Internal Fraud/Ethics/Leadership Speaking Boot Camp
(Association of Credit Union Internal Auditors Region 5 Conference, June 2019) - Effective Governance
(CUNA Supervisory Committee & Internal Audit Conference, December 2018) - Ask the Auditors Panel, IRLC Best Practices Panel
(Mortgage Bankers Association’s Accounting & Financial Management Conference, November 2018) - Finding Your Voice
(Association of Credit Union Internal Auditors Region 6 Conference, October 2018) - Emerging Audit Findings
(Association of Credit Union Internal Auditors 28th Annual Conference, June 2018)
Professional Affiliations
- Member, American Institute of Certified Public Accountants
- Member, Washington Society of Certified Public Accountants
Education
- BA, business administration (accounting emphasis), Washington State University