WHAT INSPIRES YOU, INSPIRES US.

Peggy E. Jennings, CPA

Partner

"Eide Bailly provides each of us with every opportunity to attain our goals. We have substantial internal support that allows service providers like me to focus on client satisfaction. It's a wonderfully interactive environment with a common goal of excellence!"

OVERVIEW

Peggy joined the firm in 1995 and specializes in both the nonprofit and ERISA sectors. Her nonprofit work includes serving human service and healthcare related clients, cultural and arts organizations, fundraising entities, college and community foundations, animal welfare and independent schools. Peggy also provides clients with ERISA based services for their 403(b) and 401(k) plans, as well as health/welfare and profit sharing plans.

When you work with Peggy, you can expect a level of service that extends year-round, not just during your annual engagement. Peggy has a true desire to serve her clients as part of their full-time advisory team, helping them achieve their personal and business goals and responding to their needs whenever they arise. You can expect a committed partner with Peggy.

When she’s away from the office, Peggy likes to unwind after a long day by immersing herself in whichever book currently has her attention (often several at once … or whichever is due for discussion in her book club). She also enjoys spending time with her husband and serving as sous-chef to his culinary efforts, attending cooking classes, making wine and entertaining at home.

QUALIFICATIONS

Memberships

American Institute of Certified Public Accountants
Colorado Society of Certified Public Accountants, Editorial Board
Denver STAR Alliance
Executive Women Connect
Alliance for Professional Women

Designations/Licensures

Certified Public Accountant, Colorado (Certificate No. 5776)
Colorado Women Leaders to Watch, 2013
CPAs Who Make a Difference, 2014

Education

Bachelor of Science, Accounting – Montana State University, Bozeman

KNOWLEDGE

Client Work

Conducted audits of financial statements and provided recommendations for improving internal controls.

Consulted clients regarding potential acquisitions by nonprofit entities and the effects on their financial reporting requirements.

Provided assistance with accreditation process of independent schools for membership in Colorado trade organization.

COMMUNITY

Community Involvement

Community First Foundation, Board Chair Emeritus and former chair of Finance/Investment Committee
Community of Eide Bailly, member of the Executive Team of Eide Bailly’s Nonprofit Industry Group and responsible for the NPO-based blog and newsletter