|
James R. (Jim) Powell, CPA, has been a consultant to FNI users since the 1980s and currently works from both Florida and Connecticut. He is a tax and accounting services consultant with various family office, individual, partnership, trust, not-for-profit, and corporate clients. He has used the Financial Navigator® software for over 20 years. Starting in 1998, he became extensively involved in the ongoing software development, implementation, use, and training. He has taught a number of classes at FNI’s Annual Users Conference, spoken at family office conferences, co-authored a number of manuals, and continues to assist FNI in the testing of its base software and add-on modules. He received a CPA certificate in Florida in 1969 and subsequent certificates in the states of Illinois, New York, and Missouri. In 1996, Jim also became a Certified Fraud Examiner (CFE). He is a member of the American Institute of Certified Public Accountants (AICPA), Institute of Internal Auditors (IIA), and the Association of Certified Fraud Examiners (ACFE). | 