About Julie

With a career focused exclusively on nonprofits and spanning nearly 30 years, Julie brings a wealth of experience, knowledge, insight, and value to her clients. A leader in Marcum’s Client Accounting & Advisory Services practice, she is a driving force for creating a culture of collaboration, innovation, and growth for the Firm. Julie’s strong leadership and steadfast commitment to nonprofits made her the obvious choice to serve as National Leader of Marcum’s Nonprofit & Social Sector Group.

Through her innate ability to encourage and help those around her flourish, Julie serves as a mentor and role model to her colleagues while simultaneously managing one of the largest nonprofit client portfolios in the Firm — a tribute to her technical, people, business, and service skills.

Known for her collaborative approach and ability to deliver results, clients consider Julie a true partner and critical to their efforts to advance their missions. Numerous nonprofits count on her to advise them on topics across the gamut — from operational efficiencies to financial best practices and growth acceleration. Julie currently functions as the outsourced CFO for multiple nonprofits and trade associations, including Equal Justice Works, the Federation of American Societies of Experimental Biology, and Salzburg Global Seminar.

Julie is frequently sought out as a guest speaker for clients and conferences, such as the AICPA and annual membership associations. She is also asked to do speaking engagements at universities, including the University of Maryland, George Washington University, and American University, where she has presented on topics ranging from nonprofit management to Federal grant compliance and reading financial statements and 990s.

Beyond her work at Marcum, Julie is committed to making a positive impact in her community. She currently serves on the Board of the Marcum Foundation of America and previously served as Chair of the Board of the Ronald McDonald House Charities of Greater Washington and on the Board for the Make-A-Wish Foundation.

Julie was recently recognized for her exceptional contributions to the accounting industry with the 2023 GWSCPA Women’s Innovator Award. She earned a BS in Accounting from Virginia Tech and is a CPA licensed in DC and Virginia and member of AICPA.

Professional & Civic Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Finance & Administration Roundtable (FAR)
  • Marcum Foundation, Board Secretary
  • Ronald McDonald House Charities of Greater Washington, Former Board Chair, Treasurer & Audit Committee Chair
  • Make-A-Wish Foundation, Former Board Member
Practice Focus

Outsourced CFO & Accounting Services
Federal Grants
Uniform Guidance
Assessments

Industry Focus

Charitable Organizations
Nonprofit Organizations
Trade Associations
Healthcare Organizations

Education

Bachelor of Science, Accounting
Virginia Tech