Overview
With more than 30 years of experience, John leads CLA’s independent school segment. Throughout his career, John’s primary area of focus has been serving educational institutions of all types, including independent private schools, colleges and universities, and charter schools. He developed this industry focus through hands-on involvement with each of his clients and by regularly providing guidance on investment and endowment accounting and reporting, including alternative investments, financial statement presentation, accounting software use and implementation, Form 990 and exempt organization tax compliance, student financial aid compliance audits, unrelated business income, budgeting and internal financial reporting, and corporate governance. John’s overall experience includes providing accounting, auditing, tax, and advisory services to clients in various industries, including education, nonprofit, construction, and manufacturing.
Additionally, John is regularly called upon by education industry associations to present topics of interest and has been recognized for his professional accomplishments as a past recipient of the?Hartford Business Journal’s 40 under 40 award.
Technical experience
- Audit and Accounting
- Endowment-Related Matters
- Exempt Organization Tax Compliance
- Governance, Internal Controls
Education
- Bachelor of Science in Business Administration – Accounting from University of Connecticut
In the community
- American Institute of Certified Public Accountants
- Connecticut Society of Certified Public Accountants, not-for-profit committee
- National Business Officers Association
- National Association of Independent Schools
- Connecticut Association of Independent Schools
- Association of Independent Schools of New England
- Eastern Association of College and University Business Officers
- New York State Association of Independent Schools