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Learning Objectives:
Thomson Reuters
Senior Consultant
[email protected]
Cathleen Foley, CPA, MST is a Senior Consultant with SurePrep, part of Thomson Reuters. She has a Bachelors degree in Accounting with a concentration in Finance from La Salle University and a Masters degree in Taxation from Bentley College. She has over 25 years of public accounting experience with both national and regional firms. At SurePrep, part of Thomson Reuters, Cathy’s focus is providing workflow consulting, onboarding, training and building long term relationships with national level firms to ensure clients maximize the value of SurePrep products and services.
She has spoken at a number of national conferences including: AICPA Practitioners Symposium and Tech+ Conference, Digital CPA Conference, AICPA Tax Strategies for the High Income Individual, XCM User Conference, JHI IT Leadership & Emerging Leaders Conference and the Tax Transformation Summit.
Cathy is a member of the Mass Society of CPA’s, the Mass Society of CPA’s Tax Committee where she served as the Chair of the Technology Subcommittee, AICPA, South Shore Health System Charitable Foundation Board of Trustee and is a Past President Friends of South Shore Health System.