James P. Marta, CPA, ARPM
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Position: |
Principal |
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Years of Experience: |
Since 1987 |
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Education:
Licenses: |
Portland State University, B.S. Accounting and B.S. Finance-Law
Insurance Institute of America, Associate in Risk Pool Management, A.R.P.M.
Licensed to practice as a Certified Public Accountant (CPA) in: Alaska, Oregon, California, Vermont; permitted in other states. |
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Experience: |
Principal with mid-sized CPA firm specializing in government and non-profit audits. Primary focuses on insurance pool audits, consulting and accounting.
Participation in Governmental Accounting Standards Board projects (GASB):
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GASB No. 10 Q & A project
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GASB No. 30 Risk Financing Omnibus
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GASB Interpretation No. 4 Accounting and Reporting for Capitalization Contributions to Public Entity Risk Pools
Participation in California Association of Joint Powers Authorities (CAJPA):
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Presentations at the annual conference
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Teaching in the Finance Information Group annual training sessions
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Performance of accreditation studies
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Accreditation Manager for Insurance Pools
Insurance Education Association of America:
Consultant to governments, non-profits and small businesses in the areas of accounting system design and needs analysis, implementation of accounting system design and needs analysis, implementation of accounting and internal control recommendations, budget forecasts and projections, client training seminars, federal and state compliance, and development of interim reporting formats.
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Professional Affiliations: |
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American Institute of Certified Public Accountants (AICPA)
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California Society of Certified Public Accountants (CSCPA)
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California Association of Joint Powers Authorities (CAJPA) |
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Key Achievements: |
James Marta is a leader in risk pooling:
Developed the pool manager course for the Insurance Education Association (IEA) "Essential of Pool Management, Financial and Insurance Components". Taught IEA ARM courses for Risk Management and Risk Financing.
Presented courses for the California Association of Joint Powers Authorities (CAJPA), the Insurance Educational Association, and written various articles for industry publications. James has also earned an Associate in Risk Management (ARM) credential and an Associate in Risk Pool Management (ARPM) credential.
For insurance pools in pursuit of the highest achievement in excellence, our firm has assisted clients in meeting CAJPA's accreditation standards and the Government Finance Officer Association's (GFOA) Certificate of Excellence in Financial Reporting. |
