Senior Client Services Manager, Project Equity
Courtney is passionate about driving positive social, economic and environmental impact in local communities through supporting the operations of small businesses and social enterprises. Over the past five years as an impact investing and strategy consultant for nonprofits, foundations and private stakeholders, her work has spanned eight countries over four continents. Her experience has solidified her belief that shared prosperity powered by multi-sector solutions can positively impact underserved populations and the planet we all share.
Courtney is based in the Pacific Northwest and is fluent in French. She holds a BA in Applied Political Economics from the University of Arizona, an MA in Policy from the Middlebury Institute of International Studies, and an MBA in Social Finance and Impact Management from Middlebury College. In her spare time, Courtney enjoys digging into a good book, exploring the outdoors, and traveling near and far.
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Advance Preparation
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at www.ctec.org.
9 Ratings
OM
Apr 17th, 2024
A variation on a Theme of an ESOP, in a non-qualified environment. Very Interesting Idea. The key is the wording in the Trust by a competent attorney that has seen the Trust challenged by disjoined employees. Good presentation, Courtney
RH
Mar 28th, 2024
good presentation
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