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Susan Carlisle, CPA
Curriculum Vitae
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| Employment History: |
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1988 - present
1985-1988
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Sole Practitioner
Senior Accountant, Kenneth Leventhal & Co.
(now Ernst & Young)
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Bachelor's Degree, UCLA, 1969
Master of Business Administration Program, CSUN
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| Licenses and Designations: |
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Certified Public Accountant, State Board of Accountancy
Appointed as the Court's Expert under California Evidence Code §730
Personal Financial Specialist, AICPA Specialization Accreditation Board
Business Valuation Specialist, AICPA Specialization Accreditation Board
Mediator, Certified by Los Angeles County Bar Association
Registered Investment Advisor, Department of Corporations
Real Estate Broker, Department of Real Estate
Insurance Broker, Department of Insurance
Lifetime Adult School Teaching Credential, Board of Education
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| Associations and Memberships: |
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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
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| Speaker,Panels and Media: |
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KNBC Television News Segment "Today in LA,” Last Miute 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
Fox 11 Segment "Divorce Financial Planning”
May 9, 2007
Los Angeles Collaborative Law Association "Creative and Durable Settements: Engaging the Financial Neutral”
May 5, 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 CPA's 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 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
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"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, September/October 2001
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