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Wendi Berthelot, CPA, MBA

DIRECTOR, AUDIT AND ASSURANCE SERVICES

ABOUT DAWN

Since Dawn joined the firm in 2000, she has performed and reviewed financial and compliance audits in a variety of industries. Dawn has also provided consulting services related to operational reviews, board governance, implementation of new standards, and industry benchmarking, to name a few.

NONPROFIT

A strong proponent of volunteerism and giving back, Dawn received board member training from the former Center for Nonprofit Resources and has been personally involved in many organizations over the years. She served as a peer reviewer in the LANO Standards for Excellence Program, which certified nonprofit organizations that were deemed well managed and responsibly governed. Dawn volunteers on the editorial board of Thomson Reuters’ Profitable Solutions for Nonprofits newsletter. She is a co-leader of the LaPorte Nonprofit Industry Group.

PUBLIC SECTOR

Dawn has performed and reviewed financial and compliance audits of public sector entities. She is a founding member of LaPorte’s Public Sector Industry Group and has extensive training in governmental accounting and compliance auditing. She has conducted multiple single audits and possesses a thorough knowledge of many federal and state programs. She has also given many educational presentations on issues impacting public sector entities.

Bachelor of Science in Accounting, University of New Orleans

Certified Public Accountant
AICPA Not-for-Profit Certificate I Program

American Institute of Certified Public Accountants
Society of Louisiana Certified Public Accountants
Louisiana Association for Nonprofit Organizations, Former Peer Reviewer,
     Standards for Excellence Program
Louisiana Bankers Association
Louisiana Government Finance Officers Association
Women in Public Finance (LA Chapter)

Catholic Community Foundation/Archdiocese of New Orleans, Finance Committee
East Jefferson YMCA, Former Board of Trustees Member
Jefferson Performing Arts Society, Board Member and Treasurer
Leadership Jefferson, Graduate and Former Advisory Committee Member
New Orleans Catholic Engaged Encounter, Volunteer and Former Treasurer

New Orleans CityBusiness, 2012 Women of the Year Honoree
Jefferson Performing Arts Society, Board Member of the Year (2008/2009)

Society of Louisiana Certified Public Accountants Conference, Financial Reporting Changes for Nonprofits: Are you Ready?, August 2017

LaPorte Nonprofit Lunch and Learn Seminar Series, New FASB Standards for Nonprofits: Are You Ready?, July 2017

Alliance of Community Ministries, Inc., How to Measure and Maximize Liquidity for Not-for-Profit Organizations, July 2016

United Way of Greater Houston, Not-for-Profit: Proposed Accounting Standards Update (Financial Reporting Model Changes), November 2015

Jewish Federation of North America Annual Finance and Technology Professional Institute Conference, Accounting and Auditing Standards Update, October 2015

LaPorte Nonprofit Lunch and Learn Seminar Series, Not-for-Profit: Proposed Accounting Standards Update (Financial Reporting Model Changes), June 2015

Texas Society of Certified Public Accountants/Houston Certified Public Accountants Society, Nonprofit Accounting and Audit Update, June 2014

Society of Louisiana Certified Public Accountants, Not-for-Profit Workshop: Accounting and Auditing Update, July 2012

INDUSTRIES

Nonprofit
Public Sector

METAIRIE

111 Veterans Memorial Blvd., Suite 600
Metairie, Louisiana 70005
Map

504.835.5522
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