Education

Master of Science in Accountancy, California State University Sacramento

Master of Business Administration, California State University Sacramento

Bachelor of Arts, Liberal Arts (Political Science) California Polytechnic State University, San Luis Obispo

Certified Employee Benefit Specialist (CEBS) designation from the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania

Overview

Crystal joined CliftonLarsonAllen (CLA) as an audit principal in January 2017 when GALLINA LLP joined the firm. Before CLA Crystal worked for five years as the controller of a privately held sales and distribution company after working for six years as an operations manager with two large financial institutions.  In addition to her responsibilities at CLA, she has taught various accountancy courses at California State University Sacramento (CSUS) since 1997 and currently teaches graduate level accounting courses at the University of California at Davis.

Crystal believes in treating clients like valued customers. For her, this means taking an active interest in each client’s business, listening and spending time with them, and developing a relationship that doesn’t just endure, but also adds value. To this end, Crystal goes out of her way to answer clients’ questions, give frank opinions, and proactively look for ways to benefit them. She never treats an audit as simply a compliance task, but as an opportunity to identify ways to do things better.

Technical experience

Defined contribution (401K) plans

Defined benefit plans

Employee stock ownership plans

Health and welfare plans

Upcoming speaking engagements

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Resources and event materials

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In the community

Five Star Bank, director, loan committee member and audit committee chair 

American Institute of Certified Public Accountants

California Society of Certified Public Accountants

Western Pension & Benefits Council, Sacramento Chapter

International Socieity of Certified Employee Benefit Specialists

International Foundation of Employee Benefit Plans

National Institute of Pension Administrators, Sacramento Chapter

California State University Sacramento, College of Business Advisory Council