ABOUT US

Susan Carlisle
Certified Public Accountant
A Professional Corporation

1730 Sawtelle Blvd. Suite 105
Los Angeles, CA 90025
Telephone: (310)275-2942

21243 Ventura Blvd., Suite 138
Woodland Hills, California  91364
(818) 888-3223 / (805) 495-3197
e-mail: carlislecpa@gmail.com

Curriculum Vitae

Employment History

1988 – Present      Sole practitioner
1985 – 1988         Senior accountant, Kenneth Leventhal & Co. (now Ernst & Young)

Education

Bachelor’s Degree, UCLA
Master of Business Administration Program, CSUN

Licenses and Designations
Certified Public Accountant, State Board of Accountancy – 1988

Appointed as the Court’s Expert under California Evidence Code §730 – 2004

Personal Financial Specialist, AICPA Specialization Accreditation Board
Accredited Personal Financial Specialist (PFS) – 1993
This designation is acquired by CPAs who have financial planning experience, continuing education, and pass a comprehensive and rigorous exam.  They must meet recredentialing requirements every three years to maintain the designation.

Business Valuation Specialist, AICPA Specialization Accreditation Board
Accredited in Business Valuation (ABV) – 2003
The ABV designation is awarded to CPAs who provide evidence of substantial experience in business valuation, and who have passed a written exam covering the business valuation common body of knowledge.  CPAs with the ABV designation must re-certify every three years, demonstrating continued involvement in the business valuation discipline and completing professional education requirements.

Financial Forensic Specialist, AICPA Specialization Accreditation Board
Certified in Financial Forensics (CFF) – 2008
The CFF designation encompasses specialized forensic accounting skills that CPA practitioners apply in a variety of service areas including: family law, litigation support, and business valuations.

Mediator, Certified by Los Angeles County Bar Association – 2005

Registered Investment Advisor, Department of Corporations – 2000

Real Estate Broker, Department of Real Estate – 1992

Insurance Broker, Department of Insurance – 1976

Lifetime Adult School Teaching Credential, Board of Education – 1975

Associations and Memberships
Los Angeles Superior Court Accountants’ ADR Pro Bono Panel
Fee Arbitration Panel, San Fernando Valley Bar Association
California Society of CPAs Litigation Support – Family Law Section
Los Angeles County Bar Association – Associate Member
San Fernando Valley Bar Association – Associate Member
Los Angeles Collaborative Family Law Association
Coalition for Collaborative Divorce, Inc. – founding Board Member
American Institute of CPAs
CP Cal – Collaborative Practice California – former Board Member

Speaker, Panels and Media
AOL Wallet POP “Getting Divorced or Separated? 7 Financial Mistakes Not to Make,” June, 2011

CBS MoneyWatch.com “Tax Tips for a New Divorce,” March, 2011

Coalition for Collaborative Divorce, “Collaborative Divorce in Today’s Economy,” Novermber 2010

San Gabriel Valley Psychological Association “When the Marriage Can’t be Saved: Guiding Your Clients To a Better Divorce,” March, 2010

Oxnard College “How To Have a Respectful Divorce”- May, 2009

KNBC Television News Segment “Today in LA” Last Minute Tax Advice – April, 2009

Collaborative Practice California Conference “Foreclosure, Forbearance, Bankruptcy and Other Issues Related to the Recession”- April, 2009

Lancer Radio “Economy, Communication, and Leadership – FDR 1933,” Pasadena City College, December, 2008

Settle-O-Rama Program – Special Settlement Conferences/Mediations for High Conflict Cases, Los Angeles Superior Court, October, 2008.

Southern California Institute of Law “Neutral Financial Expert in Alternative Dispute Resolution,” June, 2008

Coalition for Collaborative Divorce “How to Get the Most Benefit from the Neutral Accountant in a Mediation or Collaborative Setting,” May, 2008

KTTV Television News Segment. “Financial Cheating,” May 9, 2007

Collaborative Practice California Conference “Creative and Durable Settlements:                             Engaging the Financial Neutral,” May, 2007

KPCC Airtalk Radio Program with Larry Mantle “Collaborative Law,” January 24, 2007

California Society of CPAs Family Law Section “Legislative Update on Assembly Bill                              402 – The Collaborative Family Law Act,” July, 2006

California Society of CPAs Family Law Section “Family Law Tax Update,” May, 2006

KCAL Television News Program “Financial Planning: Impact of Rising Gas Prices and Falling Home Prices,” May, 2006

UCLA Extension Class – Collaborative Law – “Financial Specialists,” February, 2006

California Society of CPAs Litigation Support Family Law Section “ADR – Mediation & Collaborative Law: The Good and the Bad,” January, 2006

California Society of CPAs San Fernando Valley area meeting “Litigation Support,” November, 2005

San Fernando Valley Counseling Center “Collaborative Divorce Therapists Make a Difference,” June, 2005

Coalition for Collaborative Divorce “Financial Specialist’s Role in Collaborative Divorce,” April, 2005

Los Angeles Collaborative Family Law Assoc. “All Roads Lead to Collaborative Law: Enrolling Clients in the Collaborative Process,” April, 2005

Los Angeles Collaborative Family Law Assoc. “Enrolling Clients in the Collaborative Process,” March, 2004

Pasadena Bar Assoc. “Collaborative Law: Challenging Opportunities for Attorneys” September, 2003

Los Angeles Collaborative Family Law Assoc. “The Financial Specialist in Collaborative Law,” July, 2003

Time Warner Public Service Television Series, Speaker “Loving Reorganization,” October, 2002

Los Angeles County Psychological Assoc. “Introduction to Cooperative Divorce,” October, 2001

California Bar Assoc. “Interdisciplinary Divorce Mediation: Creating a New Model for High Conflict Couples,” June, 2000

Southern California Mediation Assoc. “A Model for Multi-Disciplinary Mediation,” October, 1999

Publications

“Finance Tips – Law School Loans,” New Esq., March, 2011

“Modern Family Meets the Great Recession and Divorce,” Valley Lawyer, San Fernanado Valley Bar Association, December 2010

“Mediation Mirrors the Marriage,” Valley Lawyer, San Fernando Valley Bar Association, May, 2010

“Effective Use of an Accountant in Divorce,” Valley Lawyer, San Fernando Valley Bar Association, March, 2009

“Surviving a Meltdown,” The Costco Connection, January, 2009

“Your Money – The War of the Roses,” Los Angeles Times Business Section, August, 2007

“Collaborative Corner,” Citations, Ventura County Bar Association, January, 2007

“Middle Age (and Older) Divorce,” 2005 California Society of CPAs Family Law Conference, November, 2005

“The Accountant’s Role in Cooperative Divorce,” The Los Angeles Psychologist, Sep. / Oct., 2001

Continuing Education
Attendance at continuing education courses and seminars in the field of family law, business valuation, federal and state taxation, mediation and collaborative law training, retirement planning and investments, reasonable compensation, real estate and insurance at the Los Angeles County Bar Symposium, San Fernando Bar Association meetings, California Society of Certified Public Accountants Family Law Conferences and Business Valuation and Financial Planning meetings.