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Daniel
Figueredo, CPA, CGMA
Partner, Assurance
Nonprofit Industry Group Leader
600 California Street, Suite 600
San Francisco, CA 94108

Overview

Daniel runs BPM’s Nonprofit Group and is also a leader in the Financial Services Industry Group, providing clients with a unique combination of experience. He has worked extensively with fair value and alternative investments, OMB Circular A-133, significant endowments and UPMIFA, tax-exempt debt, planned giving, partnership accounting, program-related investments, New Markets Tax Credits, gifts-in-kind, and significant capital campaigns. Daniel is an organizer of BPM’s long-standing Nonprofit Education Series for Nonprofits and he is a regular presenter for industry groups and conferences. He has been a visiting lecturer at the University of San Francisco’s McLaren College of Business, presenter for the California Society of CPAs, and other industry associations. His experience in Nonprofit includes Arts and Culture, Environmental, Higher Education, Political and Advocacy Organizations, Private and Community Foundations, Private Schools, Religious Organizations, Social Enterprises, and Trade Associations. His financial service experience includes Broker-Dealers, FinTech, Hedge Funds, Impact Investing, Investment Banking, Marketplace Lending, and Venture Capital.

Interesting Tidbit

Daniel loves to travel and spent several months in Australia for BPM's exchange program. He also visited Cuba while studying abroad, where he received an address from President Fidel Castro.

Community

  • Board Member - Smith-Kettlewell Eye Research Institute
  • Board Member - Northern California Planned Giving Council
  • Audit Committee - CalCPA
  • Finance Committee Member - San Francisco Performances
  • Member - Association of Latino Professionals in Finance and Accounting
  • Member - USF Young Alumni Association
  • Not-for-Profit Conference Committee – CalCPA
  • Member - American Institute of Certified Public Accountants (AICPA) 
  • Member - FASB Not-for-Profit Advisory Committee Resource Group
  • Board of Governors – The Online Lending Policy Institute (Treasurer) 

Certification

Certified Public Accountant (CPA)

News & Events

Education

BA/Accounting and Finance – University of San Francisco