Education Experts education

Our team of education experts is more than a staff of accountants and consultants. We are trusted advisors who deeply respect the overall mission of your institution.

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Our team of education experts is more than a staff of accountants and consultants. We are trusted advisors who deeply respect the overall mission of your institution.

Our Thought Leaders

Your world is dynamic and ever-changing. blum is here to be a steady hand and supportive partner, working with you to bring your next move into sharper focus. Our team has dedicated expertise in accounting, tax and business consulting, and has a heightened understanding of the entire education industry. This gives your institution the unique benefit of having a highly specialized team by your side.

Marcus Harwood, CPA, MSPA

 Industry Partner Leader - Education

As industry leader of our Educational Institutions Group, Marcus has extensive experience working with colleges and universities and independent schools. In serving educational institutions, he interacts with school business managers, audit committees and boards of trustees and is responsible for audit planning, fieldwork and supervising staff. He is a frequent speaker on topics of interest to colleges and universities and has most recently made presentations on the topics of corporate governance, the Uniform Prudent Management of Institutional Funds Act (UPMIFA) and the impact of Sarbanes-Oxley legislation on non-profit organizations.

Featured Insight   |   FASB Issues New Standards to Simplify Private Company Accounting for Goodwill and Interest Rate Swaps in Certain Instances

Our Team

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Amy Allen

HR Advisory Partner
Massachusetts

Melanie Ballestas

Director
Connecticut

Brian Berry

Director
Connecticut

Eric Brown

Cyber Due Diligence Manager
Massachusetts

Lori Budnick

Industry Partner Leader - Non-Profit
Connecticut

Santo Carta

Manager
Connecticut

James Clarkson, Jr.

Partner
Massachusetts

Shannon Crowley

Principal
Massachusetts

Mary Kay Curtiss

Partner
Connecticut

Christine DiMenna

Principal
Connecticut

Shelly DiStefano

Manager
Connecticut

Christopher Ernest

Partner
Massachusetts

Jonathan Fink

Industry Partner Leader - Healthcare
Connecticut

David Fionda

Director
Massachusetts

Matthew Godino

Manager
Rhode Island

Marcus Harwood

Industry Partner Leader - Education
Connecticut

Christopher Hines

Industry Partner Leader - Transaction Advisory
Massachusetts

Jennifer Hogencamp

Industry Partner Leader - Hospitality
Rhode Island

Lindsey Intrieri

Cyber Risk Advisory Manager
Connecticut

Laura Kenney

Principal
Massachusetts

Tom Kiley

Director
Massachusetts

Patrik Kovac

Manager
Connecticut

Michael LaCrosse

Director
Massachusetts

Frank Levesque

Director
Massachusetts

Nicole Lee

Manager
Connecticut

David Nowacki

Cyber Risk Advisory Director
Connecticut

Michael Pelletier

Technology Partner
Connecticut

Diana Perkins

Manager
Massachusetts

Virendra Shah

Principal
Connecticut

John Toscano

Partner
Connecticut

Steven Treglia

Manager
Connecticut

Jacqueline Waldon

Manager
Rhode Island

Aldea Wasley

Manager
Connecticut

Kevin White

Industry Partner Leader - Professional Services
Massachusetts

Lucy Wynkoop

Manager
Connecticut

Matthew Yezukevich

Manager
Massachusetts

John Zinno, Jr.

Partner
Connecticut

Jeffrey Ziplow

Cyber Risk Advisory Partner
Connecticut
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What our Clients Say

The audit was quite thorough, and as expected, there were lots of documents and spreadsheets that we had to produce from the archives, but they were all so patient with us as we slowly fulfilled their requests. There were many teaching moments for myself and my staff during this period. For many processes and procedures that we were using because “that’s the way we always did it” we were shown better and easier ways to get the job done. As seasoned as our business office staff were, we were all learning new things under blum’s guidance and suggestions. That learning continued throughout the rest of the year as we frequently called blum for consultations and advice. Someone always got back to us quickly with the answers to our problems.

- Ray Hecht, Chief Financial Officer, The Storm King School

Our Solutions

At blum, we’re dedicated to helping educational institutions with our complete range of accounting, tax and business advisory services. This gives your institution the unique benefit of having a highly specialized team by your side every step of the way.

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Our Insights

You won’t have to bring us up-to-speed. Our work serving educational institutions means that you will have the industry knowledge you need to help navigate your regulatory landscape, and solutions that meet or exceed your needs.

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