Principal, Independent School Segment Leader
CLA
West Hartford, Connecticut
With more than 28 years of experience, John’s primary focus throughout his career has been serving educational institutions of all types, with a special focus on independent schools, and providing specific experience with endowment-related matters. He developed this 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 a frequent contributor to NBOA, including as a presenter at several annual meetings, as a guest speaker at the Business Officer Institute, and as an author of various thoughtleadership pieces. He is regularly called upon by state independent school industry associationss 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.
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