Financial Management and Financial Sales Training
USC/CFALA CFA Review Program, Marshall School of Business, Long Beach, CA, 2012.
Financial Modeling and Valuation Training, Investment Banking Institute,
San Francisco, CA, 2011.
Bonded California Registered Tax Preparer, California Tax Education Council, Sacramento, CA, 2011.
Federal/CA Income Tax Course, Liberty Tax, Sacramento, CA, 2011.
Tax
Update, Tax Training School, H&R Block, Sacramento, CA, 2010.
Best
of Both, Tax Training School, H&R Block, Sacramento, CA, 2010.
Electronic
Disclosure, Tax Training School, H&R Block, Sacramento, CA, 2010.
Best
of Both, Tax Training School, H&R Block, Sacramento, CA, 2009.
Bonded California Registered Tax Preparer, California Tax Education Council, Sacramento,
CA, 2009.
Bank Agency Certifications, H&R Block and HSBC Banks, H&R
Block, Sacramento, CA, 2009.
Intermediate
Cancellation of Debt Income, Tax Training School, H&R Block, Sacramento,
CA, 2009.
Advanced
Disposition of Business Assets, Tax Training School, H&R Block, Sacramento,
CA, 2009.
Advanced
Employee Business Expense, Tax Training School, H&R Block, Sacramento, CA,
2009.
Introduction
to Corporations, Tax Training School, H&R Block, Sacramento, CA, 2009.
Skills
for Success, Tax Training School, H&R Block, Sacramento, CA, 2009.
Settlement
Products, Tax Training School, H&R Block, Sacramento, CA, 2009.
Intermediate
Vehicle Expense, Tax Training School, H&R Block, Sacramento, CA, 2009.
Intermediate
Depreciation, Tax Training School, H&R Block, Sacramento, CA, 2009.
Advanced
Investment Income, Tax Training School, H&R Block, Sacramento, CA, 2009.
Intermediate
Itemized Deductions, Tax Training School, H&R Block, Sacramento, CA, 2009.
Advanced
Schedules K-1, Tax Training School, H&R Block, Sacramento, CA, 2009.
Intermediate
Sole Proprietorships, Tax Training School, H&R Block, Sacramento, CA, 2009.
Audit
Services, Tax Training School, H&R Block, Sacramento, CA, 2009.
Schedules
A, B, & C Update, Tax Training School, H&R Block, Sacramento, CA, 2009.
CA
Basic Plus, Tax Training School, H&R Block, Sacramento, CA, 2009.
Advanced
Repossessions Foreclosures and COD, Tax Training School, H&R Block,
Sacramento, CA, 2009.
Introduction
to Partnerships, Tax Training School, H&R Block, Sacramento, CA, 2009.
Emerald
Advance Demos/Practice, Tax Training School, H&R Block, Sacramento, CA,
2009.
Emerald
Savings, Tax Training School, H&R Block, Sacramento, CA, 2009.
The
Value of Privacy, Tax Training School, H&R Block, Sacramento, CA, 2009.
Prior
Tax Preparer: Own It, Tax Training School, H&R Block, Sacramento, CA, 2009.
Financial
Life of a Taxpayer Part 1, Tax Training School, H&R Block, Sacramento, CA,
2009.
Intermediate
Amended Returns, Tax Training School, H&R Block, Sacramento, CA, 2009.
Build
Your Client Base I: Essentials for Growing Your Business, Tax Training School, H&R
Block, Sacramento, CA, 2009.
Build
Your Client Base II: Prospecting Strategies, Tax Training School, H&R
Block, Sacramento, CA, 2009.
Build
Your Client Base Part III: The Path to Client Loyalty, Tax Training School, H&R
Block, Sacramento, CA, 2009.
Client
Experience, Tax Training School, H&R Block, Sacramento, CA, 2009.
Tools
to Build Your Client Base, Tax Training School, H&R Block, Sacramento, CA,
2009.
Point
of Sale, Tax Training School, H&R Block, Sacramento, CA, 2009.
Emerald
Savings, Tax Training School, H&R Block, Sacramento, CA, 2009.
Approve
Online, Tax Training School, H&R Block, Sacramento, CA, 2009.
Peace
of Mind, Tax Training School, H&R Block, Sacramento, CA, 2009.
eClaims:
Entering a Claim, Tax Training School, H&R Block, Sacramento, CA, 2009.
Accounting
101, Tax Training School, H&R Block, Sacramento, CA, 2009.
Emerald
Advance Demos/Practice, Tax Training School, H&R Block, Sacramento, CA,
2009.
Second
Look, Tax Training School, H&R Block, Sacramento, CA, 2009.
Bank Agency Certifications, H&R Block and HSBC Banks, H&R
Block, Sacramento, CA, 2008- 2009.
Bonded California Registered Tax Preparer, California Tax Education Council, Sacramento, CA, 2008.
Emerald Direct Deposit, Tax Training School, H&R Block, Sacramento, CA, 2008.
Ethics:
Emphasizing EITC Due Diligence, Tax Training School, H&R Block, Sacramento,
CA, 2008.
Emerald
Prepaid Mastercard, Tax Training School, H&R Block, Sacramento, CA, 2008.
E-Signature,
Tax Training School, H&R Block, Sacramento, CA, 2008.
Federal/CA Income
Tax Course, Tax Training School, H&R Block, Sacramento, CA, 2008.
Bank Agency Certifications, H&R Block and HSBC Banks, H&R Block,
Sacramento, CA, 2006-2007.
Bonded California Registered Tax Preparer, California Tax Education Council, Sacramento, CA, 2006.
Federal/CA Income Tax Course, Tax Training School, H&R Block, Sacramento, CA, 2006.
Federal/CA Income Tax Course, Tax Training School, H&R Block, Sacramento, CA, 2006.
Finance Committee Member, Unitarian Universalist Society of Sacramento,
Sacramento, CA, 2006.
Talent Development Training
Member, Human Capital Institute, Brooklyn, NY, 2005-2012.
Member, Society for Organizational Learning, Cambridge, MA, 2012.
Online Learning System for FlexNet and Local Campuses Certificate, University of Phoenix (UOP), Phoenix, AZ, 2012.
Feedback That Makes a Difference Certificate, UOP, Phoenix, AZ, 2012.
Valuing Diversity Certificate, UOP, Phoenix, AZ, 2012.
Positive Psychology Certificate, UOP, Phoenix, AZ, 2011.
Specific Classroom Assessment Techniques Certificate, UOP, Phoenix, AZ, 2011.
Faculty Tone Certificate, UOP, Phoenix, AZ, 2011.
Difficult Student Certificate, UOP, Phoenix, AZ, 2011.
Evaluating Student Performance Certificate, UOP, Phoenix, AZ, 2011.
Coaching for Student Success Certificate, UOP, Phoenix, AZ, 2011.
Learning Teams Certificate, UOP, Phoenix, AZ, 2011.
Engaged Learning in the Classroom via Metacognition Certificate, UOP, Phoenix, AZ, 2011.
Introduction to Course Design and Curriculum Certificate, UOP, Phoenix, AZ, 2011.
Relationship Mastery Series, Pathways to Success Workshop, Ferrazzi Greenlight, Sacramento, CA, 2010.
Online Faculty Certification, UOP, Phoenix, AZ, 2010.
Faculty Core Materials Certification, UOP, Phoenix, AZ, 2010.
Payroll Tax Instructor Training, Internal Revenue Service, Sacramento, CA, 2009.
Payroll Tax Instructor Training, Employee Development Department, Sacramento, CA, 2009.
Income Tax Instructor Training, Tax Training School, H&R Block, Sacramento, CA, 2009.
Master of Business Administration (MBA)
Master of Business
Administration, University of Phoenix, Sacramento, CA, 2005-2007. MBA degree conferred
in 2007. GPA = 3.73
Managerial
Communication and Ethics
Human
Relations and Organizational Behavior
Legal
Environment of Business
Economics
for Managerial Decision-Making
Accounting
for Managerial Decision-Making
Managerial
Accounting and Finance Foundations
Finance
for Managerial Decision-Making
Operations
Management
Project
Management in the Business Environment
Marketing
Management
Strategy
Formulation and Implementation
Information
Management in Business
Organizational
Leadership and Change Management
Seminar
in Management
