Education Experts

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.

Industries < Education < Our Experts

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

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

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.

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.

Education Experts education

Industries < Education < Our Experts

Our Thought Leaders

Marcus Harwood, CPA

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

Education Experts

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