With more than 20 years of accounting experience, Chad directs auditing, accounting, compliance, consulting, and taxation engagements for organizations in the insurance industry and not-for-profit sector. His experience also includes work with small and medium sized closely held businesses. Chad works with a variety of not-for-profit organizations, including associations, foundations, and voluntary health and welfare organizations (including audits performed under Uniform Guidance). His work in the insurance industry includes experience with regulatory compliance, captive insurance, guaranty funds, self-insurance and self-insurance groups, and benefit plans. Chad’s work with small businesses includes engagements with closely held private companies in several industries.
Chad currently serves as a member of CRI’s Accounting and Audit Quality Control and Continuing Education Committees. He regularly serves as a continuing education discussion leader for CRI and for outside organizations such as the Alabama Council of Association Executives (ACAE) and the Alabama Society of CPAs. He is a member of the Alabama State Board of Public Accountancy and currently serves as its Board Chair. He is also a Member of the Auditing Standards Board (ASB) of the AICPA, is a 2005 inductee into the Troy University Accounting Hall of Honor and the recipient of the ACAE’s 2010 President’s Award. Additionally, he serves as a member of the audit committee of the National Association of State Boards of Accountancy (NASBA).
Certified Public Accountant (CPA)
Chartered Global Management Accountant (CGMA)
Troy University, Bachelor’s
7550 Halcyon Summit Dr Montgomery, AL 36117