Education

  • Bachelor of science degree in accounting from Oregon State University
  • American Institute of Certified Public Accountants (AICPA)
  • Kansas Society of CPAs
  • AICPA Certified – Advanced Defined Contribution Plans Audit Certificate

Overview

Karen began her public accounting career in Portland, Oregon in 2005. In 2017, Karen relocated to Kansas City and joined the CLA team. With over thirteen years of experience serving a broad range of clients Karen has gained experiences in a variety of industries. Her background includes assurance services for single and multi-employer employee benefit plans, including 401(k), 403(b), ESOP, profit sharing, defined benefit and health and welfare plans. 

Karen is involved in CLA’s annual firm wide training of all employees practicing in the benefit plan audit service at CLA. Additionally, she devotes her time to employee benefit plan assurance services, understanding various plan operations, compliance issues, and fiduciary responsibilities, to properly assess and manage risks along with advising her clients.  

Upcoming speaking engagements

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Resources and event materials

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