Practice Focus

Biography

Cathy has practiced public accounting since 2005. Her focus is employee benefit plans for large and multinational companies, and she is responsible for a number of large and complex employee benefit plan audits. Cathy has experience with a wide variety of employee benefit plans including 401(k) plans, 403(b) plans, profit sharing plans, defined benefit plans, and health and welfare plans. She also has experience with plans requiring 11-K filings with the SEC and has worked on emerging business start-up companies.

Selected Speaking Engagements

  • Preparing Employee Benefit Plans for 2020
    (Moss Adams Webcast, November 2019)

Professional Affiliations

  • Member, American Institute of Certified Public Accountants
  • Member, California Institute of Certified Public Accountants

Education

  • BS, accounting, San Jose State University