John Olsen CPA, CFE - Firm Ambassador

Background & Expertise

                  

John is a Firm Ambassador. He has extensive experience in several areas, including a wide variety of healthcare and tax exempt organizations and closely held businesses. His healthcare experience includes nursing homes, HMOs clinics, substance abuse programs and a wide variety of programs that serve senior citizens and developmentally disabled persons. His tax exempt organization experience includes foundations, schools, museums, and a variety of associations. John is a leader when it comes to accounting and auditing matters and has always blended the traditional accounting, auditing and tax services with consulting, strategic planning and financial analysis. He has provided services to well over 250 tax-exempt organizations as an auditor, accountant, consultant, board member or volunteer.

John is also a Certified Fraud Examiner (CFE) and specializes in fraud risk assessment, vulnerability analyses, fraud prevention strategies, fraud investigations and forensic accounting projects. He has led or participated in more than 150 fraud and/or forensic engagements.

John often provides training to nonprofit Boards on a wide range of topics. In addition, he has provided seminars and training sessions to more than 25 different professional associations and trade groups covering a variety of topics, including accounting, auditing, mergers and affiliations, tax exempt issues, board governance, fraud risk and fraud prevention matters.

John received his Bachelor of Business Administration from Siena College. 

He has served as Board Chair, and/or Board Treasurer for a variety of tax exempt organizations in the Capital Region.  He recently completed a ten year term on the New York State Board of Public Accountancy, where he served as Chair during his last two years.  John currently serves on the NYS Quality Review Oversight Committee (QROC), which monitors CPA quality issues in New York State.  He has professional memberships in a variety of organizations, including the Association of Certified Fraud Examiners and National Association of State Boards of Accountancy.