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Donald W. Haney

Of Counsel CPA, MBA, MS (Tax)

Professional Background

While Mr. Haney is no longer active in the day-to-day company operations, he continues to provide his expertise and guidance to the company’s CEO and its leadership team. As the company’s founding member, he was the principal architect of the firm’s technology environment, its business model, its operating procedures, its core values, and its leadership culture. He continues to coach and train staff and clients on a variety of CIDC operational and organizational development subjects. He writes articles for publication for CIDC trade journals. He obsesses about work product quality, process improvement, organizational health, and the client experience. He questions the status quo and disrupts conventional wisdom.

Education

  • Golden Gate University, MS (Tax), 1981
  • University of California, Berkeley, MBA, 1968
  • California State University Sacramento, BS Management, 1963
  • American River College, AA, 1961

Certificates

  • CSU Sacramento-Train the Trainer, 2002
  • CSU Sacramento-Database Management SQL Concentration, 1998
  • State of California-Lifetime Community College Teaching Credential, 1973
  • State of California-Certified Public Accountant, License 13310E, 1967

Other

Extensive post-graduate units and continuing education experiences in accounting, communication arts & sciences, non-profit organization governance, conflict resolution, and computer sciences.

Recognitions & Awards

  • California Association of Community Managers Vision Award, Educational Excellence, 2018
  • Sacramento Area Golf Hall of Fame, 2018

Associations, Volunteer Experience and Teaching Positions

  • CIDC Trade Associations
  • Member and past chairman, ECHO Accountants Resource Panel
  • Past President, CAI, California North Chapter
  • Past Chairman, CAI, National Accountants Committee
  • Founding Associate, California Association of Community Managers
  • Author, presenter, expert witness, and trainer at local, regional, and national levels on community association accounting, major repair, and replacements (reserves), forecasting (budgets), operations, governance, and leadership matters

Community Service

  • CFO 55-unit Residential Homeowners Association, Board Member
  • CFO and President of Roseville, CA, Golf & Country Club, Board Member
  • President, Large Scale (1,084 Units) HOA & Golf Resort, Board Member
  • Co-Founder & CFO, Sacramento Youth Golf Association, Board Member
  • Finance Committee Chair, Large Non-Profit Hospital System, Board Member

Teaching Positions

  • Golden Gate University MBA program, Instructor
  • Diablo Valley College, Bank Operations & Accounting, Instructor