Courtney is a Partner in EFPR Group’s Attest department. She has been with EFPR Group, LLP since graduating from SUNY Geneseo in 2006.
Courtney has acquired experience in a variety of industries including: closely-held for-profit companies, not-for-profits, ERISA engagements, and healthcare entities. Her experience in ERISA engagements include: defined benefit, defined contribution, health and welfare, and ESOP plans. She is a lead auditor for the United States Conference of Catholic Bishops performed throughout the United States. Courtney has previously served as the Employee Benefit Plan Service Line Leader for EFPR Group, LLP and as a member of the Commercial Service Team.
She is an active member in her engagement teams and is involved in planning and performance of the engagements in accordance with firm and professional standards, identifying and resolving technical issues, and ensuring engagement quality. She additionally supplements traditional attest engagements with her specialization in forensic accounting, fraud detection, litigation support services and merger and acquisition (M&A) services.
In addition to providing high-level client services, Courtney has authored several published articles as well as presented on various topics within the attest and fraud service areas. She is also regularly involved in staff recruiting and firm-wide training. Within the community, she was actively involved in the formation of the Pittsford Alumni Association. Courtney is a current board member and serves on the advocacy and audit committees of the Humane Society of Greater Rochester – Lollypop Farm.
Education and Certifications
- SUNY Geneseo BS, Accounting
- Mercyhurst College
- Certified Public Accountant (CPA)
- Certified Fraud Examiner (CFE)
- American Institute of Certified Public Accountants (AICPA)
- Association of Certified Fraud Examiners (ACFE), Member
- Lollypop Farm, Board Member, Advocacy Committee Vice Chair, and Audit Committee Member
- Pittsford Alumni Association, Founding Member and Treasurer, (Summer 2016 - Spring 2018)