Named to CPA Practice Advisor's 40 under 40, Daniel leads BPM's nonprofit group. He works with NFPs and companies in financial services, 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's volunteer commitment to the NFP community has included board/committee service with CalCPA, the Northern California Planned Giving Council, The Guardsmen, the Smith-Kettlewell Eye Research Institute, The Online Lending Policy Institute, the University of San Francisco, and San Francisco Performances.