Joe is a seasoned accounting and auditing professional with a passion for leveraging technology to streamline processes and improve outcomes. As Associate Director - Accounting and Auditing Tools and Methodology at the AICPA, he is at the forefront of developing and maintaining cloud-based tools for auditing employee benefit plans (OnPoint EBP) and performing preparation, compilation, and review engagements (OnPoint PCR). In addition, Joe is a key member of the AICPA's core methodology team, contributing to the development of the innovative Dynamic Audit Solution (DAS).
With a background that spans executive editorial roles in Thomson Reuters' Tax & Accounting division, external financial reporting and benefits accounting management at Sabre Inc., and public practice experience with Deloitte & Touche, Joe brings a wealth of practical experience to his work, enabling him to develop tools and methodologies that are both effective and efficient. |  |