Chad M. Rosen, CPA, MBA, MS
Managing Member
Qualifications
- Certified Public Accountant
- Meets requirements of government auditing standards (Yellow Book) - required to perform Single Audits under OMB Circular A-133
- Certified QuickBooks ProAdvisor
- Regularly completes continuing professional education in the field of nonprofit audit and accounting
Experience
- Adjunct professor at the University of Texas at Dallas
- Frequent presenter on topics related to the nonprofit community, including nonprofit financial statements and QuickBooks for nonprofits
- Works with numerous nonprofits in the DFW area
Affiliations
- Founder and member of the Nonprofit Accounting Society of Dallas
- Member of the Plano/Richardson CPA Study Group
- Member of the American Institute of Certified Public Accountants
- Member of The Phi Beta Kappa Society | The Nation's Oldest Academic Honor Society
Education
- MBA in Finance, Cohort Scholar (UTD)
- BA, Magna cum Laude (UCLA)