As a partner and industry leader of our Non-Profit Services Group, Lori has over 30 years of experience serving the firm’s many non-profit engagements. Her experience includes work for community and private foundations, membership- and admission-driven organizations, arts and cultural organizations, human service organizations and educational institutions.
Lori’s knowledge includes the compliance and reporting requirements of both Uniform Guidance and the State Single Audit Act.
Lori is also a member of the firm’s Employee Benefit Assurance Services Group and is responsible for many of the non-profit clients’ 403(b) and 401(k) plan audits.
In addition, Lori is a member of our Women Who Lead Social Network, which includes a wide range of senior-level blum personnel actively helping to clear advancement barriers for women through guidance, coaching and advocacy—as well as offering honest feedback and advice to all blum employees about how to support the women they work with.