Professional Development
I approach accounting as a field that requires both technical knowledge and continuous learning. My professional development includes accounting, bookkeeping, Excel, ERP systems, payroll, government finance, nonprofit financial management, project management, and business technology.
This page distinguishes formal certifications and professional certificates from individual courses and training programs.
Featured Accounting Credentials
Intuit Bookkeeping Professional Certificate
Training in bookkeeping fundamentals, accounting transactions, assets, liabilities, equity, financial statements, and the accounting cycle.
SAP ERP Essential Training
Training in enterprise-resource-planning concepts, SAP navigation, master data, financial processes, and integrated business systems.
Microsoft Excel — Accounting and Data Analysis
Completed advanced training in formulas and functions, PivotTables, data analysis, data visualization, data cleaning, and spreadsheet management.
Governmental Accounting and Reporting I
Coursework focused on governmental accounting principles, fund structures, reporting requirements, and public-sector financial information.
Financial Management Essentials
Professional development covering budgeting, financial oversight, controls, reporting, and nonprofit financial management.
Google Project Management Professional Certificate
Training in project planning, scheduling, stakeholder communication, process organization, risk management, and Agile methods.
Toastmasters Competent Communicator
Completed a structured public-speaking and communication program requiring ten prepared speeches and ongoing feedback.
Accounting and Bookkeeping
Intuit Bookkeeping Professional Certificate
Bookkeeping Basics
Assets in Accounting
Liabilities and Equity in Accounting
Financial Accounting
Advanced Financial Accounting
Managerial Accounting
Advanced Managerial Accounting
Financial and Managerial Accounting Capstone
Financial Accounting Foundations
Financial Statement Analysis
Accounts Receivable, Accounts Payable and Payroll
Accounts Receivable Inquiry — North Carolina Financial System
Accounts Payable Inquiry — North Carolina Financial System
Accounts Payable Approvals
Invoice Release Hold
Exploring the Field of U.S. Payroll
Getting Started with U.S. Payroll Fundamentals
Advancing Proficiency in U.S. Payroll Fundamentals
The Payroll Cycle
Microsoft Excel and Data Analysis
Microsoft Excel: Beginner to Expert
Excel Formulas and Functions
Excel PivotTables
Excel Data Analysis
Data Cleaning
Data Visualization
Executive-Level Data Visualizations
Advanced spreadsheet and reporting techniques
ERP and Accounting Systems
SAP ERP Essential Training
North Carolina Financial System: Introduction and Navigation
North Carolina Chart of Accounts
General Ledger Journal Inquiry
Accounts Receivable Inquiry
Accounts Payable Inquiry
Fixed-Asset Inquiry
Fixed-Asset Addition
Smartsheet Project Management
QuickBooks Online training — in progress
Xero Advisor training — in progress
Governmental and Nonprofit Finance
Governmental Accounting and Reporting I
Financial Management Essentials
Nonprofit Essentials
Grant Seeking Essentials
Nonprofit Management Foundations
Data for Good: Using Data Science in Nonprofits
Introduction to the Nonprofit Sector, Leadership and Governance
Project Management and Process Improvement
Google Project Management Professional Certificate
Foundations of Project Management
Project Initiation
Project Planning
Project Execution
Agile Project Management
Technical Writing: How to Write Instructions
Smartsheet Project Management
Business Technology and Artificial Intelligence
This section should contain only courses with a clear professional connection to accounting, productivity or responsible technology use.
Leveraging Generative AI in Finance and Accounting
The Future of AI for Finance and Accounting
AI Applications in Marketing and Finance
Responsible Use of AI
AI-Assisted Data Analysis and Presentation
Foundations of Cybersecurity
Microsoft Teams for Professionals
Microsoft Word 365
Communication and Professional Skills
Business Writing Professional Certificate
Business Writing Principles
Email Etiquette
Writing Clearly for a Business Audience
Toastmasters Competent Communicator
Technical Writing
Communication Fundamentals