Bette F. Grace

Bette F. Grace

CPA, CFE, CFFA, CFF, PFS, MBA, Partner, Registered Investment Advisor

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Phone: (831) 637-7408 ext. 11
Fax: (831) 637-6637
 

 

Bette Grace joined the CPA firm of Michael E. Grace, CPA in 1995, and after receiving her Certificate in Public Accounting, became a partner in the firm of Grace & Associates, CPAs. In 2000, Bette became a Registered Representative in the financial services industry, and has since become a Registered Investment Advisor Representative.

Bette has over 30 years of experience in financial and management accounting, with over 15 years experience as the controller of large, local companies. Bette is available to help you with your investment decisions, audit, forensic, fraud, taxation, accounting and a variety of other consulting services.

Certifications and Licenses

·         Certified Public Accountant

o    American Institute of Certified Public Accountants

 Certified Fraud Examiner

o    Association of Certified Fraud Examiners

·         Certified Financial Forensic Analyst

o    National Association of Certified Valuation Analysts

·         Certified in Financial Forensics

o    American Institute of Certified Public Accountants

·         Personal Financial Specialist

o    American Institute of Certified Public Accountants

·         Registered Investment Advisor

o    Sagepoint Financial, Inc.

·         Series 7, 65 and 63 Registrations

·         Health and Life Insurance Licensed

o    California Department of Insurance

o    CA License Number OC81491

Education

·         Master of Business Administration, Emphasis in Taxation

o    San JoseState University

·         Bachelor of Science, Accounting

o    San JoseState University

Recent Continuing Professional Education (partial list)

·         California CPA Education Foundation

o    A-133 in Non-profit and Governmental Audits

o    Advanced Fraud Case Study

o    Auditing Standards and Risk Assessment Update

o    Business Succession Planning

o    Business Valuation Conference

o    Common Interest Realty Association Update

o    Ethics

o    Fraud Detection

o    Fraud in Governments and Non-profit Organizations

o    GASB 34 Update

o    Not for Profit Accounting and Auditing Update

o    Private Foundation Taxation Update

o    Tax Update and Planning Conferences

·         Association of Certified Fraud Examiners

o    Certified Fraud Examiner Exam Preparation

o    Risking it All

o    Service Fraud and Abuse

·         National Association of Certified Valuation Analysts

o    Certificated Financial Forensic Analyst Exam Preparation

·         Sagepoint Financial/California Department of Insurance

o    Anti-Money Laundering for Securities and Insurance Industries

o    An Overview of Various Products, Their Characteristics and Suitability

o    Ethics in Insurance

o    Helping Clients Navigate an unstable Economy

o    Pension Protection Act of 2006

o    Practical Estate Planning

o    Preventing and Detecting Money Laundering

Professional Affiliations

·         American Institute of Certified Public Accountants

·         Association of Certified Fraud Examiners, National and Silicon Valley Chapter

·         National Association of Certified Valuation Analysts

·         CaliforniaSociety of Certified Public Accountants

·         Sagepoint Financial, Inc.

·         Advisory Committee Member, Association of Certified Fraud Examiners

Community Involvement

·         Current:

o    AT&T Pebble Beach National Pro-Am, Finance Chairwoman

o    Girl Scouts of California's Central Coast, SU 250, Committee Treasurer

o    Grant Review Committee, United Way of Silicon Valley

Past:

San Benito County Chamber of Commerce, Treasurer

o    33rd Agricultural District (San Benito County Fair Board), President

o    Community Pantry for San Benito County, Secretary

o    Hollister Downtown Association, Board Member

o    Hollister Motorcycle Rally, Committee Member

o    YMCA Annual Fundraising Appeal, Member

Please feel free to call or e-mail Bette if she may assist you.