Loretta is a seasoned professional with over thirty years of public accounting experience in total with eleven of those years as a partner with a top 40 regional accounting firm. Loretta has serviced a variety of industries concentrating in consulting for the closely held businesses, CFO advisory services, tax services, and business valuations.
OUTSIDE ORGANIZATION
Serving on the Finance Committee Chair of Valley Youth House Committee, Inc.
Serving on the Board of the Minsi Trail Boy Scouts Council
Serving as a Trustee of the Pennsylvania Institute of Certified Public Accountants Insurance Trust
Serving on the Woman of Influence Committee of the Pearl S. Buck International Foundation
Serving on the Ambassadors of Hope for the Cancer Support Community
Partner with SCORE, SBDC, & CADC to educate entrepreneurs on starting their own businesses
Speakers Bureau of the Pennsylvania Institute of Certified Public Accountants
EDUCATION
Bachelor of Science in Accounting at Villanova University in 1980.
LEAP (Leadership, Entrepreneurialism, Achievement at Parente Randolph, LLC); three-year (2007-2010) leadership course instructed by Penn State Management Development Team
Certified Public Accountant (CPA) in Pennsylvania 1983
Certified Valuation Analyst (CVA) 1996
Accredited in Business Valuation (ABV) 2007
MEMBERSHIPS
American Institute of Certified Public Accountants (AICPA)
Pennsylvania Institute of Certified Public Accountants (PICPA)
National Association of Certified Valuation Analysts (NACVA)