David T. Carter Financial Review Team

2015-2016 Review TeamIn 2007, David Carter, a retired faculty member, launched a community service initiative that enabled MAcc students to participate in a Financial Statement Review Team. The student team, under his selection, volunteered their expertise in analyzing financial statements for funding proposals submitted to the Kitchener-Waterloo Community Foundation and the Lyle S. Hallman Foundation. The reviews were used by the granting committees to assist in their grant selection         process.                                                                        2015-2016 Review Team                         

“The students provided a consistent, professional assessment of all the financials received,” adds Linda Zensner, grant services manager for the K-W Community Foundation, “and the information they provided [was] an integral part of the overall evaluation of a grant application," said Hulene Montgomery, executive director of the Hallman Foundation.

In it's tenth year, students are still working closely with industry professionals as Donna Psutka, Director of the AFM program oversees the process.

Student Review Team       Student Review TeamStudent Review Team