Jim is an audit partner in the energy and utilities and higher education practice groups. His experience includes working with publicly traded and middle market companies and is focused on serving energy and public utility companies as well as college preparatory and higher educational institutions. Jim has frequently presented on energy and utilities industry topics at the American Gas Association (AGA)/Edison Electric Institute (EEI) Accounting Leadership Conference, AGA Accounting Principles Committee groups, and other utility industry conferences.

Jim is an audit partner in the energy and utilities and higher education practice groups. His experience includes working with publicly traded and middle market companies and is focused on serving energy and public utility companies as well as college preparatory and higher educational institutions. 

AICPA Conference on Current SEC and PCAOB Developments

AGA/EEI Accounting Leadership Conference, speaker

AGA Accounting Principles Conference, speaker

Energy and Utilities training (Baker Tilly)

Greater Washington DC Annual PCAOB Issuer and Auditor Conference

Generally Accepted Government Auditing Standards (Yellow Book) training

Public sector single audit training (Baker Tilly)

Accounting and auditing updates (Baker Tilly)

North Carolina State University
Bachelor of Arts in accounting

Partner-in charge of a number of the firm’s publicly traded public utility integrated financial audits

Partner-in charge of other non-regulated power, gas, propane, and other energy company financial audits including IPPs, hydro-electric, cooperatives, marketers/trading, and wholesale companies

Well versed in Sarbanes-Oxley sections 404(a) and (b) attest and reporting requirements as well as the COSO framework

Experience with accounting and reporting requirements of the SEC including IPOs, secondary offerings, carve-outs, and spin-offs

Government grant compliance attest engagements for the Department of Energy and section 1603 Department of Treasury Grants in lieu of investment tax credits

Partner-in charge of numerous college, university, and college preparatory school financial audits

Partner-in-charge of single audits in accordance with OMB Circular A-133

Licensed CPA in New Jersey and Pennsylvania

American Institute of Certified Public Accountants (AICPA)

AICPA Power and Utility Revenue Recognition Task Force

Pennsylvania Institute of Certified Public Accountants (PICPA)

National Association of Water Companies (NAWC)

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