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One of three founding partners of Cooney, Faulkner & Stevens, LLC. |
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Certified Fraud Deterrence Analyst (CFD) |
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Major clients in the areas of: Professional service organizations, technology organizations, medical practices, not-for-profit organizations, distributors, construction firms, real estate and manufacturing companies. |
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Primary areas of expertise: Financial, business and tax advisory, strategic planning, income and estate tax minimization, succession planning, wealth enhancement and transfer, consulting related to business acquisition and disposition, member of client advisory boards and boards of directors including a publicly traded company. |
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Community involvement: Member of leadership Cincinnati Class XVII; Greater Cincinnati Chamber of Commerce currently serving on its Board of Directors and as the Chair of the Ballot Issues Committee and on it's Public Affairs Council; Ohio Society of Certified Public Accountants (Past President of the Cincinnati Chapter and State Vice President); Hamilton County Business Center (Past Chair) and current board member; Chair of Accounting for Kids, Inc., a not for profit she started to encourage professionals to become mentors and/or tutors for underprivileged children and to introduce financial literacy concepts to children in a fun and interactive manner. Accounting for Kids, Inc. was named as a Daily Point of Light Award Winner by the national association in 2003. Serves on the Cincinnati Youth Collaborative Mentoring Board as well as numerous arts, community and charitable organizations. Immediate Past President for Summit Country Day Parent Association. |
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Served on the Board of Directors of Center for Children and Families (finance officer); Board member of the Ohio Society of Certified Public Accountants State Educational Foundation; Member of the Greater Cincinnati Chamber of Commerce's CEO Roundtable. Board member of Association of Corporate Growth. Board member of the Greater Cincinnati Chamber of Commerce. Board member of Cincinnati Union Bethel. |
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Cooney Faulkner & Stevens, LLC was named by the Cincinnati Chamber of Commerce as the 2004 Small Business of the Year (the first Accounting firm to achieve this honor). Named as winner of Progress Awards - one of three Cincinnati Business Women of the Year in 2000. Named as one of the inaugural class of 40 Under 40 by the Cincinnati Business Courier. One of three winners of the 2002 Cincinnati Chamber Community Service Awards. Winner of the 2002 Hamilton County Development Company Larry Albice award given to an entrepreneur that displays significant community service. A member of the AICPA national grassroots task force for financial literacy. Recipient of the 2004 Beacon of Light Award from Lighthouse Youth Services. |
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Currently appearing on WCPO Channel 9 as the host of the weekly Business Report. Serves as a tax expert for the Cincinnati Enquirer, the daily newspaper. Author of numerous articles and financial related topics in local and regional publications. Appeared regularly on TV for several years as the tax/financial expert discussing personal finance issues. Frequent speaker for various organizations regarding tax and financial topics. |
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