Background
Susan has 30 years of experience serving not-for-profit clients including charitable and social service organizations, membership organizations and associations, foundations, higher education, health care and state and local government entities.
For the last 20 years, Susan has been with Warady & Davis LLP where she heads our not-for-profit services team and is a Partner in our audit and accounting practice. Previously, Susan was a Business Assurance Senior Manager with a Big Four Accounting firm where she specialized in not-for-profit clients. Many of these years were spent in Albany, New York prior to relocating to Chicago in 1996.
Susan has taught professional education courses to firm personnel and has also been involved in training and recruiting efforts. Outside of her firm responsibilities, Susan also has taught as an adjunct or part-time faculty member at various colleges and universities in the Chicagoland area. While in New York, she was on several Albany college adjunct faculty listings including the State University of New York.
Areas of Specialization
Not only does Susan specialize in not-for-profit clients, she is a recognized leader in the industry. Sue is often called upon as a consultant on issues specific to not-for-profits by both clients and non-clients alike. She has made numerous presentations to Boards, Audit and Finance Committees. In addition, she has in-depth expertise in specialized not-for-profit issues including the Single Audit Act for those that receive federal awards. Her technical and business background also includes auditing, tax and consulting services and the management of engagements for a few other industries, including real estate.
Professional and Civic Affiliations
Susan serves on the Illinois CPA Society’s Not-for-Profit Committee and is the Chairperson of the Audit & Accounting subcommittee and the committee that puts together and plans the Society’s annual NFP Conference. While in Albany she was a Board member of the Northeast Chapter of the New York Society of CPAs; the manager responsible for the Albany office’s Supporting Youth Education Program; and a member of the Accountant’s VIP Committee for the Center for the Disabled.
Additional memberships include:
- American Institute of Certified Public Accountants
- Illinois CPA Society
- MSI Global Alliance
Education
- B.S. Degree from Metropolitan State College in Denver, Colorado
- M.S. degree in Accounting from the State University of New York at Albany
- C.P.A. license in the State of Illinois and has held licenses in New York and Missouri
“One of the deep secrets of life is that all that is really worth doing is what we do for others.”