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Professional Affiliations

Connected to the Professions We Serve

Professional involvement that strengthens the guidance we provide.

Our firm and team members are involved with a wide range of professional, industry, educational, and community organizations. These affiliations reflect our commitment to continuous learning, knowledge sharing, and meaningful community engagement. Through leadership roles, speaking engagements, industry events, and collaborative initiatives, we stay connected to the issues, trends, and organizations shaping the professions and communities we serve — and we contribute to them in return.

Professional Affiliations

Accounting-Related

Association of Certified Fraud Examiners

The ACFE reduces occupational fraud worldwide by empowering anti-fraud professionals with leading-edge training, resources and professional certification.

Accounting-Related

Association of Government Accountants

AGA is the premier association for government financial management, offering training, certification and networking to strengthen accountability and performance in public service.

Accounting-Related

American Institute of Certified Public Accountants (AICPA)

The Chartered Institute of Management Accountants® (CIMA) was founded in 1919 and has helped shaped the profession for over a century.

Accounting-Related

CPA Firm Management Association

CPA Firm Management Association is leading the management of CPA firms by empowering and equipping them to succeed by providing community + connections, inspiring to advocate + elevate, sharing resources + tools, offering education + knowledge, and exchanging strategy + implementation.

Accounting-Related

Greater Washington Society of CPAs

The Greater Washington Society of CPAs serves to advance the conditions, interests and public recognition of CPAs and Non-CPA members in the District of Columbia, Maryland and Virginia.

Accounting-Related

Information Systems Audit and Control Association (ISACA)

ISACA is a global professional association and learning organization with 185,000 members who work in digital trust fields such as information security, governance, assurance, risk, privacy and quality.

Accounting-Related

Maryland Association of CPAs

Professional association for CPAs, accounting professionals, finance leaders, CPA candidates, and students in Maryland.

Accounting-Related

Maryland Society of Accounting and Tax Professionals

Maryland’s home for accounting & tax professionals.

Accounting-Related

National Association of Certified Valuation Analysts

The National Association of Certified Valuators and Analysts supports the users of business valuation and financial litigation services, including damages determinations of all kinds, by training and certifying financial professionals in these disciplines.

Accounting-Related

New Jersey Society of CPAs

The New Jersey Society of Certified Public Accountants (NJCPA) serves the needs of CPAs, accounting professionals and students in public practice, business & industry, government and education.

Accounting-Related

Rainmaker Companies

The Rainmaker Companies employ industry authorities with a common dedication to driving growth for organizations while delivering a Five-Star Client Experience®.

Accounting-Related

Virginia Society of CPAs

The Virginia Society of Certified Public Accountants (VSCPA) is the leading professional association in the Commonwealth dedicated to empowering the CPA profession to thrive.

Construction/Real Estate

American Subcontractors Association – Metro Washington

American Subcontractors Association of Metro Washington promotes and protects the rights and interests of subcontractors and suppliers by building strength in community through education, legislation, networking and professional growth.

Construction/Real Estate

Associated Builders and Contractors – Metro Washington

The Associated Builders and Contractors (ABC) – Metro Washington is a prominent regional trade association representing over 500 commercial construction and construction-related firms in the Washington, D.C. area.

Construction/Real Estate

Construction Financial Management Association – Greater Washington

The Construction Financial Management Association (CFMA) is the source and resource for construction financial excellence and the only nonprofit organization dedicated to serving the educational needs of today’s construction financial professionals.

Automotive

Maryland Automobile Dealers Association

MADA is a 100 year old trade association representing the business and educational interests of the franchised car, truck, motorcycle, RV and power sport dealers across the state of Maryland, representing about 300 dealership rooftops and their 40,000 employees. Primarily, MADA is the government relations leader for the dealer industry in Annapolis at the state level.

Automotive

Montgomery County Students Automotive Trades Foundation

The ATF is a nonprofit organization established cooperatively by the Montgomery County business and professional community and Montgomery County Public Schools to provide a unique method of training high school students for skilled positions in the automotive field

Automotive

National Alliance of Auto Dealer Advisors (NAADA)

Preeminent Alliance for Accounting and Advisory Firms Specializing in Auto Dealerships

Automotive

Virginia Automobile Dealers Association

The Virginia Automobile Dealers Association (VADA) represents franchised new car and truck dealers in the Commonwealth of Virginia.

Automotive

Washington Area New Automobile Dealers Association

For 100 years, the Washington Area New Automobile Dealers Association has served the nation’s capital region by advocating on behalf of franchised auto dealers, their employees, and their customers

Divorce

Collaborative Dispute Resolution Professionals

A unique, voluntary dispute resolution process which provides families the opportunity to reduce the negative impacts of separation and divorce by working proactively and cooperatively with teams of specially trained Collaborative legal, financial and mental health professionals who educate, support, and guide couples to make their own lasting and respectful resolutions without resorting to litigation or the intervention of judges, magistrates, or court personnel.

Divorce

Collaborative Professionals of Northern Virginia

CPV is a group of like-minded professionals consisting of attorneys, mental health professionals and financial experts who believe the best way to address family matters is in a safe and confidential setting. We are an open and welcoming organization dedicated to creating a more equitable and inclusive process to fit the needs of traditional and non-traditional families.

Divorce

DC Academy of Collaborative Professionals

Collaborative Practice is an international network of legal, financial, mental health and other professionals who assist parties facing separation, divorce or other difficult matters in a healthier, non-adversarial process based upon integrity, direct discussion and cooperation.

Divorce

Howard County Collaborative Professionals

Howard County Collaborative Professionals (HCCP)  formally offers a variety of non-litigated methods that allow couples to choose the method that best suits their preferences, needs and means. 

Divorce

Institute for Divorce Financial Analysts

The Institute for Divorce Financial Analysts® (IDFA®) is the premier national organization dedicated to the certification, education, and advancement of financial professionals specializing in divorce financial analysis.

Divorce

International Academy of Collaborative Professionals

IACP brings together legal, mental health and financial professionals working in concert to help people resolve conflict and disputes

outside the court system.

Divorce

Montgomery County Divorce Roundtable

The Montgomery County Divorce and Family Law Roundtable (“Divorce and Family Law Round Table”) is dedicated to improving and expanding the quality, effectiveness and availability of critical legal, mental health and problem-solving services for families and children involved in the legal system.

Divorce

Virginia Collaborative Professionals

Specializing in Collaborative Divorce, a practice that allows couples to discuss their situation in private, to find a way to meet each individual’s needs as well as those of your children so that your family may make a smoother transition from one household to two.

Estate Planning

Estate Planning Council of Montgomery County, MD

The Estate Planning Council of Montgomery County, Maryland, Inc. is an interdisciplinary organization of professionals involved in estate planning. The Council meets multiple times each year, offering speakers who discuss topics related to estate planning.

Chambers of Commerce

Alexandria Chamber of Commerce

The Alexandria Chamber of Commerce is an advocacy-based nonprofit organization and the cornerstone of our business community.

Financial Planning / Investment Advisory

CFA Institute

With nearly 200,000 members and charterholders in 160 locations, CFA Institute offers finance education for investment professionals globally.

Financial Planning / Investment Advisory

CFA Society of Washington, DC

CFA Society Washington, DC (CFAW) is the leading association for investment professionals in the National Capital region.

Financial Planning / Investment Advisory

CFP Board

CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER® certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients’ best interests first.

Financial Planning / Investment Advisory

Financial Planning Association- National Capital Chapter

The CERTIFIED FINANCIAL PLANNER® professional’s partner in planning.

Civic Associations

Alexandria Center of Employment

CFP Board of Standards sets and enforces the requirements for CERTIFIED FINANCIAL PLANNER® certification — to uphold standards of competency and ethics for financial planners who are committed to CFP Board of Standards to putting their clients’ best interests first.

Ballston Park HOA Arlington, VA

Civic Associations

Ballston Park Homeowners Association

Before buying in Ballston Park HOA you will want to check out their reserve funds, budgets, bylaws as well as the rules and restrictions of the community.

Civic Associations

Belle Haven Country Club, Capital Funds

The Belle Haven Country Club experience is a community filled with members having lifelong friendships, shared values and great memories.

Civic Associations

Bishop Ireton High School

In the spirit of St. Francis de Sales, Bishop Ireton High School is a Catholic college preparatory school that promotes spiritual, intellectual, creative, social and physical development.

Civic Associations

Children’s Inn at NIH

The Children’s Inn at the National Institutes of Health (NIH) is a nonprofit that provides residential services and a wide range of programs to children, teens, and young adults with rare and serious diseases whose best hope for a diagnosis or treatment is an NIH clinical research study.

Civic Associations

DC Center for the LGBT Community

The DC LGBTQ+ Community Center educates, empowers, uplifts, celebrates, and connects the lesbian, gay, bisexual, transgender, and queer communities.

Civic Associations

Japan-American Society of Washington, DC

The JASWDC promotes friendship and understanding between Americans and Japanese through diverse programming that spans the educational, cultural, business, and policy spheres.

Civic Associations

John Hopkins Health System

The Johns Hopkins Health System Corporation (JHHS) is a not-for-profit organization dedicated to providing the highest quality patient health care in the treatment and prevention of human illness.

Civic Associations

Junior Achievement of the Eastern Shore

Junior Achievement of the Eastern Shore is a nonprofit that inspires and prepares young people to succeed in a global economy!

Civic Associations

National Foundation for Cancer Research

The National Foundation for Cancer Research (NFCR) is a 501(c)(3) nonprofit organization co-founded in 1973 by Nobel Laureate Dr. Albert Szent-Györgyi and Attorney/Business Entrepreneur Franklin Salisbury, Sr. NFCR provides scientists in the lab the critical seed funding they need to make game-changing discoveries in cancer detection, treatments, and prevention and ultimately, a cure for all cancers.

Civic Associations

St. Mary’s Home and School

The Home and School Association is a parent/guardian led group whose purpose is to support the mission of St. Mary’s.

Saint Peter's Parish

Civic Associations

St. Peter’s Catholic Church, Olney, Maryland

The Home and School Association is a parent/guardian led group whose purpose is to support the mission of St. Mary’s.

Sibley Memorial Hospital

Civic Associations

Sibley Memorial Hospital

Sibley Memorial Hospital provides a wide range of healthcare services to the Washington, D.C., area communities. We offer medical, surgical, intensive care, obstetric, oncology, orthopaedic, and a variety of other inpatient and outpatient services, as well as a 24-hour Emergency Department.

Civic Associations

Trinity Presbyterian Church, Arlington, VA

Trinity has been at the corner of Inglewood St and North 16th Street for over 75 years. Things have changed a lot over those years, but as a faith community, Trinity has always been committed to being a reflection of God’s love.

Legal Associations

Association of Legal Administrators – Capital Chapter

​The Association of Legal Administrators is the premier professional association connecting leaders and managers within the legal industry. We provide extensive professional development, collaborative peer communities, strategic operational solutions, and business partner connections empowering our members to lead the business of law.

Legal Associations

Bar Association of Montgomery County*

​The Bar Association of Montgomery County provides access to, and improves the administration of justice in our ever-evolving community. We offer valuable benefits, services and opportunities to our members. We advance the delivery of quality legal services by our members.

Legal Associations

DC Bar Association*

Enhance access to justice. Improve the legal system. Empower lawyers to achieve. These three pillars have remained the foundation of the D.C. Bar’s mission since its creation by the District of Columbia Court of Appeals in 1972.

Not-for-Profit

American Society of Association Executives

ASAE is the essential organization for association management, representing both organizations and individual association professionals. We believe associations have the power to transform society for the better. Our passion is to help association professionals achieve previously unimaginable levels of performance. We do this by nurturing a community of smart, creative, and interesting people: our members. In short, we are the Center for Association Leadership.

Not-for-Profit

Exempt Organizations Council

The TEGE Exempt Organizations Council was formed to (i) open and maintain lines of communication between the Tax Exempt & Government Entities Division of the IRS and the practitioner community, (ii) provide the TEGE Division with the thinking of the practitioner community on procedural and systemic matters, (iii) provide practitioners a forum to share their concerns with the IRS regarding both policies and specific tax issues and procedures, and (iv) educate the practitioner community and the exempt organizations community.

Not-for-Profit

Leading Authorities

For more than 35 years LAI INTERNATIONAL has helped its clients and its speakers achieve the same outcome: moments that earn standing ovations. That’s always been the benchmark.

Not-for-Profit

National Council on Nonprofits

The National Council of Nonprofits is the largest network of nonprofits in North America. We champion, inform, and connect organizations across the country to score big wins for nonprofits and the communities they serve.

Other Business Associations

Catholic Business Network of Montgomery County

Catholic Business Network of Montgomery County, CBN-MC, is an independent non-profit organization of businesses and individual professionals who apply principals of our faith in the marketplace, promote valuable networking opportunities among CBN members and provide support to Catholic Schools.

Other Business Associations

Kiplinger Washington Editors

Kiplinger is the only personal finance publisher with a longstanding legacy of providing trustworthy financial insight, combined with actionable advice and guidance, to help readers build wealth, cut taxes, and retire rich.

As accounting and financial professionals, we are not eligible for membership in bar associations; however, we maintain strong working relationships with many of their member professionals and collaborate closely with the legal community on behalf of our clients.

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