NCAA Agreed-Upon Procedures

With nearly 20 years of experience, Katie is a partner at James Moore and dedicates a majority of her time serving higher education institutions, collegiate athletic departments, foundations and other university-related organizations. She leads the firm’s Higher Education and Collegiate Athletics industry teams, which serve more than 100 higher education organizations (including 40+ athletic departments) nationwide. She is an active member in CABMA and NACUBO.

Katie’s work in higher education goes beyond traditional accounting services. As a thought leader and valued advisor in the industry, she drives discussions on the issues faced by colleges and universities nationwide. Her passion is in the collegiate athletics niche, and she is nationally recognized as an advocate for the financial voices in the business of college sports. She co-hosts the firm’s News & Brews Sports Biz podcast series and makes regular appearances on other industry broadcast programs and publications. Katie works closely with her clients and enjoys bringing solutions to them that improve their operations and redirect their limited resources to the things that matter most. Certified in Lean Six Sigma, she helps her clients create efficient, thorough and sustainable systems for long-term success.

Ken has nearly 30 years of experience providing accounting, auditing and consulting services. He also contributes to the firm’s strategic planning and implementation of tactical items and oversees the daily administration of the office.

As a key member of the firm’s Higher Education Services Team and a noted thought leader in the industry, Ken does a great deal of work with university-related entities such as foundations, athletic associations and booster organizations. His efforts drive strategic business development activities and new trends in higher education and university-related nonprofit organizations. His experience with auditing their investments, his understanding of their fundraising processes and his knowledge of agreed-upon procedures and internal controls makes him a valuable resource for our clients in that industry. And as co-host of our firm’s News & Brews Sports Biz podcast, he advocates for the financial voices in collegiate athletics and discusses the latest developments in the business of college sports.

Ken is a member of the American Institute of Certified Public Accountants, the Florida Institute of Certified Public Accountants, the College Athletic Business Management Association, and the National Association of College and University Business Officers. He is a past president of the FICPA Chapter of North Central Florida. He also generously gives back to the community through his involvement with United Way of North Central Florida (where he previously served as Board Finance Chair).

Kevin is a certified public accountant licensed in Florida and has over 20 years of auditing and accounting experience. While his work covers a variety of industries, his emphasis has been on nonprofit clients, local governments, university-related entities, and public broadcasting stations and related organizations. He is a key member of the firm’s Higher Education Services Team and Public Broadcasting Services Team. Because these organizations receive federal and state financial assistance, Kevin has extensive knowledge of the OMB Super Circular and other Government Auditing Standards.

Kevin is a member of several professional associations and nonprofit boards, including United Partners for Human Services, Inc. (UPHS) and Strategic Nonprofit Alliance Partnership (SNAP). He addresses accounting-related topics such as cost allocation and fraud to a variety of association groups. He also serves on the board for the Institute for Nonprofit Innovation and Excellence (INIE)—where he is the treasurer—and the Tallahassee Tottenham Hotspur FC youth soccer organization.

As a director with several years of experience, Shane is responsible for running and supervising audit engagements, planning and performing fieldwork, and reviewing the work of audit staff. He also facilitates team development and builds client relationships.

Shane’s work is concentrated primarily with our Collegiate Athletics and Higher Education Services teams. He has extensive expertise with NCAA agreed-upon procedures engagements and has worked with nearly 20 athletic departments across the country in this capacity. He is also a member of our Construction Services team and helps our clients in that industry make sure their financial reporting is in compliance.