Shelby Jackson

Shelby is a Certified Public Accountant licensed in the Commonwealth of Virginia. She earned a Bachelor of Science in Business Administration, majoring in Finance, from Old Dominion University as well as a Master of Arts in Administrative Management, majoring in Accounting from Bowie State University. After gaining experience with a local not-for-profit focused audit and consulting firm and prior to joining OCS, Shelby was the Director of Finance at the Independent Insurance Agents and Brokers of America, supporting their collective organizations and overseeing all aspects of their accounting and finance operations. She streamlined their accounting operations through implementation of new accounting systems and the automation of several processes. During her time at OCS, Shelby has performed an accounting system needs assessment with a focus on process improvements and opportunities to integrate existing systems and has redesigned and optimized a credit card usage and payment system. In addition, Shelby has provided support to clients to prepare for their financial statement audits and to ensure a smooth transition during a period of staff turnover by documenting processes of incumbent finance staff and transferring that knowledge to new employees. Shelby has completed the Senior Executive Leadership Program with the Greater Washington Society of CPAs as well as the AICPA Not-for-Profit Certificate Program II certification. Throughout her career, she has provided insight and guidance to several not-for-profit organizations in her role on various Boards and Committees.

Speaker Details
  • Company
    O'Connor Consulting Services, LLC
Speaker Details
  • Company
    O'Connor Consulting Services, LLC
Events of the Speaker
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December 12, 2023
9:10 am
Operating in a hybrid or fully remote environment brings challenges to maintaining effective and efficient operations especially when the strain of finding and maintaining finance resources has never been greater. Bring your questions and let our moderator and experienced Association...