Biography

Lisa has practiced public accounting since 1997. Her professional work experience includes auditing not‐for‐profit organizations—from large international public charities to small local and affiliate charities, educational service organizations, and foundations. Lisa serves as the leader for the Moss Adams Not-for‐Profit Practice in the central region and sits on the firm’s nonprofit FASB technical committee, not‐for‐profit executive committee, and employee benefit plans executive committee.

Lisa assists her clients by advising them on how to appropriately address their unique accounting needs. In an effort to remain current on the auditing and accounting complexities that face not-for-profits, higher education organizations, and retirement plans, she attends national conferences and webinars hosted by the American Institute of Certified Public Accountants (AICPA), Internal Revenue Service (IRS), Department of Labor, and National Association of College and University Business Officers (NACUBO). Lisa provides clients with consulting engagements of nonprofit improvements, including endowment accounting and operational effectiveness, the timely completion of audits, and communication regarding accounting, regulatory, and internal control issues.

Lisa has been awarded a 2008 40 Under Forty Award from New Mexico Business Weekly and was selected as a 2012 Working Mother of the Year in Working Mother magazine.

Selected Publications

  • "Nonprofit How-To: Mitigate the Potential Risks of Alternative investments" (Albuquerque Business First, March 2008)

Professional Affiliations

  • Board Member and Treasurer, New Mexico Society of Certified Public Accountants
  • Member, American Institute of Certified Public Accountants
  • Member, New Mexico State University Accounting Advisory Board

Community Involvement

  • Board of Directors, Treasurer and Governance Committee Chair, National MPS Society
  • Member, United Way Young Leaders Society
  • Member, Women in Philanthropy

Education

  • BAcc, New Mexico State University