DONALD
A. GLENN, CPA, ABV, CFE, CVA, CFF
SUMMARY OF FAMILY LAW EXPERIENCE
Over 30 years
experience in Family Law
American
Institute of Certified Public Accountants
2001 & 2002 - “Advanced Litigation Services
Conference” Planning Committees
2006 to 2009 - Family Law Task Force
2005 - Co-Author of “A CPA’s Guide to
Forensic Accounting for Divorce Engagements”
2000 - Recipient of the
Statewide Family Law Section Distinguished
Service Award
1995 to 1996 - Founding Chair of
the Statewide Family Law Section
1992 and 2005 - Chair, Statewide
Family Law Conferences
Contra Costa County Court
1995 to 1996 - Organized and
supervised CPA Society Pro Bono Program
Frequently
appointed as Court's Expert in family law matters
Center for
Judicial Education and Research
1995 - Judicial Studies Program
for the California Advanced Family Law Seminar Faculty
CALIFORNIA STATE BOARD OF
ACCOUNTANCY
California
Certified Public Accountant – April 1974 to present
Senior
member of the Firm, which has provided litigation support services to courts
and attorneys for over thirty years.
Technical
Review Panel – 1985-1986
Panel
members assist the State Board of Accountancy and Attorney General in civil and
criminal complaints filed against CPAs.
Panel members investigate and act as experts on a wide variety of
technical matters for the State Board.
AMERICAN INSTITUTE OF
CERTIFIED PUBLIC ACCOUNTANTS
Accredited in
Business Valuation (
The ABV
designation is awarded to CPAs who provide evidence of substantial experience
in business valuation, and who have passed a written exam covering the business
valuation common body of knowledge. CPAs
with the ABV designation must re-certify every three years, demonstrating
continued involvement in the business valuation discipline and completing
professional education requirements.
Certified in
Financial Forensics (CFF) – September 2008
The
CFF encompasses fundamental and specialized forensic accounting skills
that CPA practitioners apply in a variety of service areas, including:
bankruptcy and insolvency; computer forensics; economic damages; family law;
fraud investigations; litigation support; stakeholder disputes and valuations.
Family Law Task
Force – 2006 to 2009
The Task Force
provides training, technical support, and assistance to members providing
services in family law cases.
2001-2002 AICPA National Advanced
Litigation Services Conference
Member of
planning committee and speaker at this national conference
CALIFORNIA SOCIETY OF
CERTIFIED PUBLIC ACCOUNTANTS
Statewide Activities
·
Author of Society
Professional Development Courses:
v Guiding Clients Through Divorce - 2008
v Forensic Accounting in Family Law - 2008
v Family Law Practice, How & Why - Co-Author with
Eileen Preville, 2006
v Family Law for CPAs - A
Comprehensive Case Study - 1994 to 2005
v Advanced Family Law Topics - 1994 to 2004, 2009 to
present
v Family Law Workshop - 2004 to 2008
v Tracing and Business Valuation - 1994 to 2004
·
Vice-Chair
State-wide Economic Damages Section
·
State-wide
Professional Conduct Committee - 1992 to 2007
·
State-wide
Litigation Section - 1985 to present
·
Recipient first
annual Distinguished Service Award
statewide Family Law Section - 2000
·
State Board of
Directors - 1996 to 1998
·
Founding Chair of
Statewide Family Law Section - 1995 to 1997
·
Recipient of 1995 Conference Speaker of the Year Award
·
Member of California
Society of CPAs’ 1992 special task force on the California Society’s role in
development of litigation service standards -
·
Chair, State-wide
Family Law Conference - 1992
·
Co-chair, State-wide
Litigation Services Conference - 1991
·
Member, California
Society of CPAs 1991 special task force on professional development for
litigation services (including family law)
·
State-wide
Management of Accounting Practices Committee - 1985 to 1991
·
Chair of East Bay
Chapter Professional Conduct Committee - 1996 to 1998, 2008 to present
·
Organized and
supervised Contra Costa County CPA Society Pro Bono Program to the Family Law
Courts - 1995
·
Board of Directors,
·
Founding Chair of
·
Chair of
NATIONAL ASSOCIATION OF
CERTIFIED VALUATORS AND ANALYSTS
Certified
Valuation Analyst (CVA) - October 1995
to Present
Certified
Valuation Analysts perform valuations of business enterprises. The CVA
designation is limited to CPAs who have met the educational and testing
requirements of the Association. CVA’s
must meet continuing education requirements and peer quality reviews to
maintain the designation.
·
Member of National Business Valuation Standards Committee - 1998
to 2011, Chairman 2010-2011
·
Member of National Course Review Committee - 1998 to 2000
·
Outstanding Member Award - 2009
·
Member of the Litigation Forensics Board 2009 - 2011
·
Facilitator of Business Valuation Standards Convergence
Committee of NACVA and IBA - 2010
NATIONAL ASSOCIATION
OF CERTIFIED FRAUD EXAMINERS
Certified Fraud
Examiner (CFE) - May 1993
Certified
Fraud Examiners are responsible for resolving a wide range of allegations
regarding fraud and white-collar crime.
INSTITUTE OF MANAGEMENT
ACCOUNTANTS
National Board of Directors -
1984 to 1986
National Marketing and
Membership Committee - 1982 to 1983
Vice President of Regional
Golden West Council - 1982 to 1983
President of
ASSOCIATION OF INSOLVENCY
AND RESTRUCTURING ADVISORS
Member - 1991 to 2000
Association of
Accountants specializing in business bankruptcy and insolvency
PROFESSIONAL EXPERIENCE
Over 30 years public and private industry accounting
experience. Experience includes advising potential business buyers and sellers
on business values, valuation of businesses, tax consequences and financing;
Valuation of a wide range of privately owned companies; Substantial experience
in "forensic" accounting with qualifications as an expert witness in
Federal and State court;. Court-appointed Expert in
California Superior and Federal Bankruptcy Courts; Appointed Referee in State
Superior Courts.
AUTHOR (BOOKS)
- Editor, Family Law
Services Handbook – The Role of the Financial Expert, John Wiley &
Sons, 2011
- Co-Author,
Litigation Services Handbook, The Role of the Financial Expert; Fourth
Edition
- Co-Author, AICPA Forensic
Accounting for Divorce Engagement: A Practical Guide; Second Edition
- Co-Author, Several
California Society of CPAs Education Foundation Courses
- Co-Author,
California Society of CPAs Education Foundation Course: Tracing and
Business Valuation
- Co-Author, American
Institute of Certified Public Accountants Book on Marital Fraud
LECTURER
Golden Gate University
- Serves as an advisory board member to
Golden Gate University’s Forensic Accounting Program
- Adjunct Professor instructing in
Financial Forensics
Other
selected speaking engagements (Rule 26 list available):
·
·
California Society
of Certified Public Accountants (author of various courses on Family Law - 1994
to 2005
·
Judicial Council
Family Law Advisory Committee - Goodwill Colloquia participant - October 1990
·
·
·
·
American Institute
of Certified Public Accountants - Advanced Litigation Conference 2001-2002
·
Other business, law
and professional groups
EDUCATION
Bachelor of Science in
Accounting, Armstrong University, Berkeley, California 1972
COMMUNITY SERVICE
Board of Directors - California Volunteers Accounting
Service - 1986
·
Board of Directors
(Treasurer) - Contra Costa Community Food Coalition 1986 -1987
·
Rotary - 1988 to
present (past Secretary)
Receipt of this Curriculum Vitae is not an agreement by Donald A. Glenn
or Glenn & Dawson, LLP to provide services or be designated as an expert
witness.