Kimberly is a director with Baker Tilly’s risk advisory practice. She brings nearly 20 years of experience leading internal audit and advisory engagements, with deep expertise in regulatory compliance, organizational governance and internal control frameworks. She supports a broad spectrum of business challenges across private, public and not-for-profit sectors, with a strong focus on higher education institutions and private equity firms.
- Advises colleges and universities on advancement operations, admissions, vendor risk management, procurement practices and process optimization to assess controls and enhance operational efficiency and effectiveness
- Manages co-sourced and outsourced internal audit engagements, collaborating closely with chief audit executives and university leadership to assess institutional risk and deliver strategic, value-driven audit plans
- Facilitates compliance assessments to evaluate adherence to regulatory requirements and institutional policies, identify improvement opportunities, mitigate risk and support the development of compliance functions
- Performs human resources (HR) reviews to assess the design and effectiveness of HR policies and processes to address operational, regulatory, financial and reputational risks
- Leads operational initiatives and project management for integrating institutions by assisting with transitioning operations and wind-down activities, as well as facilitating leadership discussions on planning and project management activities
- Performs fraud investigations in collaboration with internal and external legal counsel, focusing on evidence gathering and discovery related to employee misconduct, fraud or regulatory noncompliance
- Leads internal control assessments to help higher education institutions and private equity firms strengthen and optimize operational effectiveness across key functions
- Regularly presents at industry conferences and to executive leadership teams on risk management, internal controls and leading practices in governance and compliance
- Association of College and University Auditors (ACUA)
- Institute of Internal Auditors (IIA)
- Project Management Institute (PMI)
- Arts at Mason Board, board member (supporting George Mason University’s College of Visual and Performing Arts)
- Bowen McCauley Dance, past treasurer and board member
- Network For Teaching Entrepreneurship (NFTE), volunteer
- Junior Achievement, volunteer
- American Heart Association, volunteer
- “Navigating Gift Management: Best Practices for Risk Mitigation and Oversight,” presenter for the Association of College and University Auditors National Interactive Conference
- “Compliance Program Evolution and Interplay with Internal Audit,” co-presenter for the Association of College and University Auditors National Conference
- “Internal audit: understanding co-sourcing and outsourcing models,” co-author
- “Diversity, Equity, and Inclusion: How Internal Audit Can Play at Key Role in Assessing and Improving DEI Initiatives at your Institution,” co-presenter for the Association of College and University Auditors National Conference
- “Strategic Academic Program Reviews: Assessing Institutional Programs for Overall Success,” presenter for the Association of College and University Auditors National Conference
- Donor gift management: identifying risks and implementing leading practices
- “Using Data Analytics for Fieldwork & Reporting,” co-presenter for the Institute of Internal Auditors Virtual Symposium
- “Transforming Third Party Risks into the ‘Big Easy,’” presenter for the Association of College and University Auditors National Conference
- “Worth the Risk? The Advancement Services Role in Risk Management,” presenter for the Association of Advancement Services Professionals D.C. Regional Symposium
- “Auditing Investment Operations – Do You Know Where Your Money is Going,” presenter for the Association of College and University Auditors National Conference
- “Gaining Deeper Insights with IDEA Data Analysis,” presenter for the Association of College and University Auditors National Conference
- “Preserving the Integrity of Institutional Data Reporting,” presenter for the Association of College and University Auditors National Conference
- “An Introduction to Human Resources Compliance – Understanding the Role of Internal Audit,” presenter for the Association of College and University Auditors Midyear Conference
