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Margery has over twenty years of experience, including eight years with an international accounting firm and her work in industry at a publicly-traded, global manufacturer. Margery delivers her accounting, reporting, auditing and governance knowledge and experience when leading financial statement audits and reviews and providing advisory services to service businesses, manufacturers, distributors, software developers, investment partnerships and funds, and nonprofit organizations. Her work with privately-held companies encompasses family and other closely held businesses as well as those with broader ownership such as venture-backed companies, partnerships, membership organizations and employee-owned businesses. Education University of Massachusetts, Amherst, Cum Laude Memberships American Institute of Certified Public Accountants - past Council Member Massachusetts Society of Certified Public Accountants - past President AICPA Life Insurance/Disability Plans Committee Awards and Designations 2004 Isenberg School of Management Accounting Alumni Award Caring for our Community University of Massachusetts, Amherst, Accounting and Information Systems Advisory Board United Way of Tri-County - past Chair; WomenÕs Leadership council member Tara Bean Foundation Š Board member and Audit Committee chair | 