Susan Carlisle, CPA

Curriculum Vitae


  Employment History:
1988 - present
1985-1988
Sole Practitioner
Senior Accountant, Kenneth Leventhal & Co. (now Ernst & Young)
  Education:
Bachelor's Degree, UCLA, 1969
Master of Business Administration Program, CSUN
  Licenses and Designations:

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

  Associations and Memberships:
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
  Speaker and Panels:
Fox 11 News 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
  Publications:
"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
     
     
© copyright 2005, Susan Carlisle, CPA