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Sara has extensive experience serving governmental entities in the areas of internal and external auditing, single audits, taxation, information returns, and financial reporting. As the leader of our governmental services group, Sara is responsible for reviewing all governmental financial statements and assists with the management and delivery of services by facilitating risk assessment and client expectations for our larger governmental clients. She maintains and exceeds the continuing professional education requirements of Government Auditing Standards. In addition to the services she provides to local governments, Sara performs audits and related financial services for commercial businesses and nonprofit organizations.
Sara completed her maximum-allowed fourth year as chairperson of the Board of Directors of the SPCA Serving Erie County at the end of 2018. During her term, the organization built a 52,000-square foot building as a result of a $15 million-plus capital campaign and hired a new Executive Director/CEO. Sara continues to serve on numerous committees, including finance, governance, and strategic planning.
State University of New York at Geneseo, Bachelor of Science, Accounting
Harvard Business School Executive Education, 2016, Governing for Nonprofit Excellence
American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
- Public Schools Accounting Committee
Government Finance Officers' Association, Advisory Committee, WNY Chapter
New York State Association of Counties
Western New York Association of School Business Officials
Institute of Internal Auditors
Buffalo Business First, 40 Under 40 Honoree, 2015
Buffalo Business First, 40 Under 40 Judge
Passed Series 7 and 66 securities exam – Financial Advisor*
Erie County SPCA, Past Board President
Cradle Beach Camp, Inc., Board Member
Sara is an avid animal lover and enjoys spending time at the SPCA and with her beloved dog, Darby. She is also a frequent volunteer at South Line Fire Company. When Sara is not busy helping others, human and animal alike, she enjoys traveling all over the world.
*Securities offered through 1st Global Capital Corp., Member FINRA/SIPC. Investment advisory services offered through 1st Global Advisors, Inc.
To reduce liability and protect employees, all nonprofits need a comprehensive, up-to-date employee manual. Some of the most commonly missed — but essential — policies are described in this article.
The New York State Government Finance Officers’ Association (NYS GFOA) released this timely bulletin which details the OMB’s delayed implementation of new procurement policies and procedures.
Got internal auditors? We may be able to work together to make your financial reporting process easier and more effective … if you meet SAS 128 requirements.
Every fall, Lumsden McCormick sponsors an Exempt Organizations Conference featuring local and national experts presenting on a variety of pertinent industry topics.
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