About David

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I am the Managing Partner of a 70-person CPA firm located in Sacramento, CA. We have been identified as one of the Top 5 nonprofit specialized CPA practices in the country.  Thus, we have developed a unique perspective on nonprofit best practices, covering all facets of their operations. Our experience includes the following types of nonprofits:

• Social services and community-based organizations
• Education
• Trade and professional associations
• Private foundations
• Research and science
• Environmental and conservation
• Zoos
• Arts and culture
• Unions

I have provided governance training, strategic planning, succession planning and other Board advisory services to dozens of nonprofits.

Consultant Information

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Email: [email protected]

Website: www.gilbertcpa.com

Location: Sacramento, California

Areas of Expertise: Board roles and responsibilities, CEO-Board partnership , Founder transitions, Governance structures, Strategic board composition, Succession planning

Areas of Engagement: Board education retreat or seminar, Ongoing governance coaching and advising, Governance structure and design, Facilitation of important board conversations

Mission Areas: Advocacy organizations, Associations, Family foundations, Federated organizations, Founder-led organizations , Private foundations, Religiously-affiliated organizations, Small-budget organizations, Social justice organizations

Virtual Work Availability: Flexible, based on needs