“I view each decision I make as an opportunity to reinforce the foundation of our programs, ensuring they remain robust, accountable, and positioned for ongoing success.”
As Senior Vice President, I ensure the financial health and stability of the AICPA Member Insurance Programs, allowing us to effectively serve accounting professionals. My strategic oversight and financial acumen have been instrumental in maintaining the integrity and success of these programs over the years. I am actively involved in the AICPA Insurance Trust Strategic Planning Committee, lead the annual refund for the Trusts, and oversee both the annual SOC 2 audit and the year-end financial statement audit.
Background
Phil has a wealth of experience in financial analysis and management, having served in various roles that honed his skills in budgeting, forecasting, and performance analysis. His dedication to excellence is evident in his contributions to the AICPA Member Insurance Programs. Phil holds a degree from Drexel University's LeBow College of Business, where he developed a strong foundation in finance and business management.
Fun Fact
Phil is a proud dad of 2 wonderful daughters, is a die-hard Los Angeles Dodgers, Philadelphia Eagles and Philadelphia Flyers fan, and loves spending time with his wife relaxing on the beach.