Courtney is the CEO of Forge Financial & Management Consulting. She has 20+ years of experience in public accounting and serves on the firm’s Executive Committee and Leadership Team.

Through her passion for sharing knowledge with others, Courtney is recognized within the profession for her expertise as she presents on various industry, leadership, and productivity podcasts, conferences and seminars across the country.

When Courtney isn’t developing relationships and her team, she enjoys listening to audiobooks and podcasts to continuously learn and grow. She also loves taking vacations with her family, especially road trips to Colorado, South Carolina, and Florida.

Bachelor of Arts in Accounting, University of Northern Iowa, 2002

  • Specialized audit and assurance engagements
    • Historic Preservation Tax Credit Examinations
    • Preneed Funeral Contract Examinations (Iowa Insurance Division)
    • Compliance Audits under Uniform Guidance
    • Housing and Urban Development (HUD) Audits and Cost Certifications
    • Defined Contribution 401(k) and 403(b) Audits
  • Advisory services
    • Education and Guidance for Business Owners
    • Succession and Transition Planning
    • Internal Controls Consulting
    • Process Improvement
    • Project Management and Implementation Support
  • Certified Public Accountant (CPA) in the state of Iowa
  • Iowa Association of Business and Industry (ABI)
  • American Institute of CPAs
  • Iowa Society of CPAs
  • Appointed by Governor Reynolds to the Iowa Accountancy Board
  • National Association of Women Business Owner (NAWBO) Iowa Board of Directors
  • Full Focus Planner Certified Professional
  • Upstream Academy Emerging Leaders Academy Graduate
  • Level 5 Certified Advisor
  • Speaker/Presenter at the following events:
    • West Des Moines Chamber Business Roundtable
    • DSM Partnership Top Five for Small Business
    • ISPCA Business and Industry Conference
    • DSM Partnership Small Business Success Summit
    • Community Foundation of Greater DSM Board Launch
    • ISCPA Nonprofit Conference
    • Southeast Iowa Nonprofit Summit
    • Iowa Nonprofit Summit
    • Greater Cedar Rapids Community Foundation Nonprofit Know-How
    • Iowa Rural Water Association Annual Conference
  • Chair of Iowa Society of CPAs Business & Industry Committee
  • Vice-Chair of Iowa Accountancy Board
  • G400 Practice Advisory Group Committee

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