Margie Falconer CIA, CFE - Principal

Background & Expertise


Margie is a principal in the firm's Internal Audit division.  She is responsible for providing internal audit and compliance services to our financial institution clients. 

Margie’s extensive experience with financial institutions spans over 20 years assessing risks, planning audits, completing audits, preparing and presenting reports, and meeting with management and audit committees.  Margie also has considerable experience in project and process management and Sarbanes Oxley compliance. 

Margie received her Bachelor of Science degree in Accounting from St. John Fisher College. 

Margie is a member of the Institute of Internal Auditors and Association of Fraud Examiners.  Margie is a Certified Internal Auditor (CIA) and a Certified Fraud Examiner (CFE).