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