Named to CPA Practice Advisor's 40 under 40, Daniel serves on BPM's Board of Directors, leading its industry groups. He works with NFPs, fintech, and digital assets. As a regular presenter and conference committee member for the AICPA, CalCPA, and other associations, Daniel trains on topics such as digital assets and blockchain, alternative investments, capital campaigns, endowments, UPMIFA, financial reporting, and planned giving. Daniel also serves his community through many NFP boards.