Partner, Berdon LLP
Partner, Citrin Cooperman Advisors LLC / Berdon Advisors LLC

EXPERIENCE HIGHLIGHTS

Bonnie Mann Falk is a Partner in the Quality Control (QC) Department with more than 30 years of experience in public accounting and expertise in a variety of areas including quality management, compliance, and risk management. As a QC Partner, Bonnie advises the Firm on policies and procedures to enhance quality, increase efficiency, and elevate communication. She also determines the impact of new and developing standards and assists in ensuring compliance with accepted standards and policies. Bonnie has worked with clients in a variety of industries including real estate, financial services, manufacturing and distribution, professional services, food and beverage, not-for-profit, technology and employee benefit plans.

In her role, Bonnie’s responsibilities also include:

• Performing technical reviews of attest engagements
• Providing updates and guidance on accounting and auditing technical pronouncements
• Developing and monitoring the assurance practice
• Providing technical consultations on complex accounting and auditing matters
• Training staff on best practices to enhance technical proficiency and the application of new standards and procedures
• Working with Firm leaders to incorporate new technologies for the audit process
• Elevating the Berdon brand awareness and reputation for technical expertise by authoring thought leadership pieces and sharing her knowledge at professional conferences

Prior to joining Berdon, Bonnie spent a year as the Partner-in-Charge of Quality Control at another New York-based CPA firm, where she led the team in performing engagement quality reviews, providing technical guidance and training, establishing firmwide policies and procedures, and publishing thought leadership. In addition, she spent 13 years on the Quality & Risk Management (Q&RM) and Financial Services Teams at the US arm of a global accounting firm. While in this role, Bonnie not only serviced clients reporting under US GAAP and IFRS in a number of industries—including domestic and international publicly traded and privately held companies, international banks, registered investment advisors, investment companies, broker/dealers, and digital assets—but also served as the representative on six CAQ Task Forces as well as the Q&RM Lead for the Long Island market, where she was responsible for performing engagement quality control reviews, providing technical guidance globally, authoring comment letters to standard setting bodies, developing and delivering worldwide training programs, and performing internal inspections domestically and internationally.

Outside of her time in public accounting, Bonnie was able to gain a unique perspective on internal and external reporting by spending three years at a Fortune 500 financial institution providing analyses and information to upper levels of management, the Board of Directors, the Audit Committee, and the company’s auditors. This perspective was enhanced and complemented by her experience serving as the Chief Financial Officer to a Registered Investment Advisor and working as a consultant.