Biography

Derek has been in public accounting since 1999. He is the leader of the Northern California Financial Institutions practice, focused on serving financial institutions and other financial service companies. Derek is the lead audit partner on various financial institutions and SEC-reporting company audits ranging from de novo institutions, to multi-billion dollar institutions. Services he provides include financial statement and integrated audits, SEC filings, registration statements, credit reviews, internal control evaluations, due diligence, and board of director training.

Derek is also a lead instructor for the firm’s community bank training programs and is a frequent presenter at financial institution industry conferences, including the Western Independent Bankers Association and the California Bankers Association, as well as a regular contributor to Moss Adams Insights articles and industry publications. In 2011 Derek received the PeopleMetrics Brand Ambassador award, recognizing him for delivering premier service to his clients on a consistent basis. In addition to consistently providing premier client service, Derek is known for his effective communication and strong technical skills.

Selected Publications

  • "With M&A Activity on the Rise, How Prepared is Your Institution?" (WIB Director’s Digest, September 2015)
  • "Are You Monitoring Interest Rate Risk Effectively?" (WIB Director’s Digest, January/February 2014)

Selected Speaking Engagements

  • Panel Member – Banking Outlook: What’s on the Horizon in 2016?
    (Moss Adams, Manatt Phelps & Phillips, and Sandler O’Neil and Partners Community Banking Forum, November 2015)
  • Moderator – Community Bank CEO Panel
    (RMA General Meeting, November 2015)
  • Getting the Right People Around the Boardroom Table
    (Western Independent Bankers Director Conference, November 2015)
  • Master of Ceremonies – Moss Adams Credit Union Conference
    (Moss Adams Credit Union Conference, July 2015)
  • Valuing the Bank
    (Bank Director Conference, October 2014)
  • The Bank Director’s Dashboard
    (California Bankers Association 123rd Annual Convention, May 2014)
  • Panel Member – Election 2012 and the Changing Economy – What’s the Impact on You and Your Bank?
    (Moss Adams, Manatt Phelps & Phillips, and Sandler O’Neil and Partners Community Banking Forum, September 2012)

Professional Affiliations

  • Board member, The Risk Management Association, Sacramento Chapter
  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants

Education

  • BS, accountancy, California State University, Sacramento (cum laude)