Anne Kirwan, the fellowship's managing director, says nonprofits are under-resourced.
Fellowships allow these organizations "to get an experienced person who would [ordinarily] command a high salary but who wants to create meaning and purpose in their work life. After more than two decades working as a top executive for major banks, including J. Morgan Chase and Deutsche Bank, Sefi Shliselberg, now 61, wanted to devote her time to a pursuit that contributed more to society. This month she'll start working at Change For Kids, a nonprofit that provides resources to underserved New York City elementary schools.
Katrina Huffman, Change for Kids' executive director, said Encore fellows "have such an archive and wealth of information that nonprofits like ours can leverage. They can bring those skills to us and avoid pitfalls. But there are still obstacles for some older workers. Laurie McCann, senior attorney at AARP Foundation Litigation, which represents low-income older individuals, said that while there are some "enlightened" companies that recognize the value of experience, age discrimination is still rampant. She points to 18, age discrimination complaints filed with The Equal Employment Opportunity Commission in Despite that hurdle, The Bureau of Labor Statistics projects that those ages 65 and over will experience the fastest rates of labor force growth by Meagher expects to be one of those workers.
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More companies are hiring experienced senior workers in this tight labor market. She is part of a fast-growing segment of those remaining in the workplace well into their golden years. The Bureau of Labor Statistics projects that those ages 65 and over will experience the fastest rates of labor force growth by Related Tags. The future of work won't be about college degrees, it will be about job skills. Why IBM is using A.
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Get In Touch. CNBC Newsletters. Terry has spent her career in public accounting, which she loves because she gets to meet so many wonderful people. She is a Tax Senior, which allows her to prepare various types of tax returns, tax projections and help review returns. In her personal life, Terry loves to spend time with her husband a retired warrant officer — served 25 years! Her daughter currently attends SDSU and is working toward becoming a nurse.
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Terry feels blessed to be in beautiful Colorado, close to so many family and friends. She also enjoys running, watching HGTV and playing the occasional round of golf. Lana retired from a long career full of accounting and finance for 35 years for a Colorado Springs defense contractor, and at one time was actually the boss of one of our CPAs hint: not Brian!
Emily has two seasons of tax experience and a love of numbers, which has made her a great addition to our team as a staff accountant. Luckily she responded and joined our team at the height of the season. She was able to jump right in, since she had 8 years of experience working at a previous CPA firm. Cherri is a jack of all trades, having worked previously in banking, as a real estate agent, and has even owned her own hair salon! She enjoys working with taxes because of the versatility of the industry and she is always learning different aspects of the financial world.
Away from the office, Cherri enjoys traveling with her husband and an occasional round of golf. Her family is all here in town with the exception of her daughter who is in the Navy so proud! She enjoys reading, working out in the yard, and having her 4-year-old granddaughter over to play. Jodi is originally from the Cleveland area and moved to Colorado Springs 14 years ago. Outside of the office, Jodi revels in reading a good book, enjoys spending time outdoors, and likes to bake.
Jodi has two beautiful daughters, both of which are in college, and her and her husband have been enjoying the quiet of an empty nest.
She assists Jason in divorce litigation support and financial analysis. Kim Hopkins loves helping business owners understand the ins and outs of their tax returns. She also enjoys finding creative ways to help taxpayers save money and get the most out of their income.
Kim has a high dedication to providing quality service to clients, which shows in the consultation she provides. Kim got her start in the tax world through business management in She has previously worked as a Tax Manager in a firm outside of Denver and is excited to add her expertise to Pod B!
In her personal time Kim enjoys camping, hiking and going to the movies with her husband and two boys. She likes to read, write and dabbles in landscape photography. Roberta has been doing taxes and accounting for as long as she can remember. She was raised by a CPA and joined the business her senior year of high school. Roberta has been married to her high school sweetheart for 22 years! They have 2 beautiful daughters, 2 amazing sons, 1 hard-working son-in-law, and 1 adorable grand-daughter.
Roberta enjoys hiking, traveling, camping, riding her horses, and cuddling with her cats. Brian has recently received his credentials from the state of Colorado and is officially a CPA. He enjoys navigating the complexities of setting up payroll accounts and assisting with reasonable salary recommendations for S Corp owners. In his spare time Brian enjoys reading, playing chess and has just jumped into the real estate market as the proud owner of a duplex.
Nina is new to the accounting field and is looking forward to learning all kinds of financial regulation minutia.
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Yes, really. When not wrangling her CPAs, Nina enjoys baking for fun this time , hiking and premium cable dramas. Sally began her tax career in with Ernst and Young never heard of them, are they big? For 10 years, she followed her Air Force husband all over the world and was a full-time mother of two and a volunteer at various Air Force tax assistance offices. She has lived in Belgium and Germany and has deep experience with expat and military residency issues. In August of Sally accepted a partnership, and heads up Pod C. In her spare time, she enjoys camping, tailgating at Air Force football games, and spending time with her two teenagers and husband.
Sarah graduated from Northern Arizona University in Flagstaff with a Bachelor of Science in Accountancy, and has over 15 years of experience in accounting and finance. She recently returned to public accounting after a stint working in tax compliance at Colorado College and the University of Wyoming.
She holds an active CPA license in Colorado. In her spare time Sarah enjoys spending time with her daughter and her four rescue dogs, transporting other rescue dogs to safety, and traveling. She likes to stay active with kickboxing instructing periodically , and swimming and running. He has even worked overseas in Germany, preparing tax returns for the military and expatriate populations, which has helped develop his passion for unique tax situations.
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Santiago is originally from Argentina and is fluent in Spanish. He married an American girl, and now they have two kids and a dog. He loves soccer, traveling and playing the stock market! He has a range of experience in the finance world, from accounting to tax preparation to personal banker. Jerrod is currently pursuing his CPA license.
He is a staff accountant on Pod B, assisting with tax return preparation, tax planning and payroll. He has recently passed the first exam to become an Enrolled Agent. Joseph has been drawn to the accounting field by his desire to help clients. He loves seeing the light bulb click for clients after he explains a complex tax situation. Outside of work or school Joseph enjoys working out and looking for new restaurants as a reward for his hard work!
Stephanie joined our team after tax season was already in progress, and immediately stepped up to the plate! After being a stay-at-home mom for 6 years, she rejoined the workforce in and has never looked back. In her free time does it count as free time when you have 3 kids? When she does find a rare moment, she enjoys plopping on the couch and binge watching Netflix.
Lauren attended college and began her career as a teacher in Dallas, Texas. When she and her husband moved to Colorado Springs in June she was ready for a change in both the scenery and in her career! Lauren brings her experience in data collection, record maintenance and organization in a fast-paced environment to WCG formerly Watson CPA Group team. From teaching high school science to researching to now supporting Pod B, Lauren strives to bring excellence to all she does. She also describes herself as a foodie, with a passion for baking desserts. Jason is a small business consultant specializing in LLCs and S Corporations including entity structure, self-employment taxes and retirement planning.
He is quick to point out that while some basics cover all situations, every business is truly unique. Jason manages Pod B. He is also a financial expert witness primarily in divorce matters, prepares business valuations and is a financial planner with SFD Capital, a registered investment advisor firm. Download CV here. Amazing he made it out alive. To add to the fun, Jason also likes dirt biking, hiking the incline and cooling off with Ruby Red infused Whiskey mixed with diet sweet and sour getting old stinks.
Amanda will be the first to tell you she loves organization, efficiency and a fast-paced environment. Amanda has become an addition to the year-round team as the business development team manager. During her work day she wears many hats and enjoys moving from one project to another. In her personal life Amanda enjoys spending time with her family, friends and animals. She also loves to sing or curl up with a good book, her dog and her cat, usually with some kind of snack nearby.
Peach Rings, yum!
Latesha is newly married congrats! She enjoys traveling, hiking, taking her puppy to the dog park and watching movies. Karen retired after 28 years as support staff in the education field at the high school level. Karen has worked for WCG formerly Watson CPA Group for several tax seasons as an administrative assistant, and enjoyed it so much she decided to stay on part-time in the off-season — gives her a reason to get out of sweats twice a week! She has 2 grown daughters and 5 grandchildren ranging in ages from Tina Watson became a Certified Public Accountant in Tina takes pride in helping her client understand how the numbers come together.
She believes that the extra time spent with a client illustrating the mathematical nuances helps everyone better understand their business. Tina also provides financial planning and investment strategies as the Principal of SFD Capital, a registered investment advisor firm.
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Tina manages Pod A. As a mother of three and avid tennis player 4. The information contained herein is designed solely to provide guidance to the user, and is not intended to be a substitute for the user seeking personalized professional advice based on specific factual situations. This Site may contain references to certain laws and regulations which may change over time and should be interpreted only in light of particular circumstances.
As such, information on this Site does NOT constitute professional accounting, tax or legal advice and should not be interpreted as such.
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