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Shannon
Winter, CPA
10 Almaden Boulevard, Suite 1000
San Jose, CA 95113

Overview

Shannon is an assurance Partner in BPM’s San Jose office. Her experience in public accounting includes providing audit, review, compilation and consulting services to nonprofit organizations and small to medium-size private businesses. She specializes in advising nonprofit organizations on Uniform Guidance (formally referred to as OMB Circular A-133) and Generally Accepted Government Auditing Standards (GAGAS). 

Shannon helps lead the nonprofit industry group at BPM and provides training – both internally and externally – on a variety of nonprofit topics, specifically on those regarding government compliance. She consults with clients regarding strengthening internal controls and compliance with recipients of local and federal awards. She has worked with both for-profit and nonprofit entities which have received local, state, and federal funds and require federal compliance audits. Her experience includes working with organizations that provide medical assistance to those with mental health issues, substance abuse, financial and housing assistance for low-income and at-risk veterans, individuals, and families as well as the physically disabled homeless, and membership organizations. Shannon enjoys helping organizations present their financial results and telling their story.

Shannon also performs assurance services for private businesses in various industries including agriculture, construction and retail. Her work with small and medium sized businesses (SMBs) includes understanding and documenting capital growing costs and construction costs. In addition, she works on multi-entity consolidations with international companies.

Shannon Winter holds an active CPA license in California.

Interesting Tidbit

Shannon enjoys watching baseball games at various professional ballparks and so far has visited 12 ballparks including Fenway Park and Wrigley Field. She hopes to visit more in the near future.

Professional Affiliations

  • Member — California Society of CPAs (CSCPA)
  • Member — American Institute of Certified Public Accountants (AICPA)
  • Member – AICPA Government Audit Quality Center
  • Board of Directors (Past) – Notre Dame Belmont High School and Finance Committee
  • Member – 100+ Women Who Care Silicon Valley

Certification

  • Certified Public Accountant (CPA)

Presentation Topics

  • Nonprofit Board Roles and Responsibilities
  • Finance and Audit Committees
  • Single Audit and Uniform Guidance

News & Events

Education

BS/Commerce & Accounting — Santa Clara University