Beach Retreat: Strategic Planning & Financial Analysis

Clare Levison, CPA, CGMA, is the owner of Inspired Responsibility, a consulting company dedicated to delivering continuing education via positive messages and meaningful content that inspires change. She strives to help bridge gaps in continuing professional development with inspiring programs and meaningful experiences that deliver the message — as well as the WHY behind the message — to propel professionals from good to best.

In addition to founding Inspired Responsibility, Clare spent more than 20 years in the aerospace and defense industry involved in all aspects of management, project and financial accounting, as well as government compliance. Within her extensive breadth of finance experience, she particularly enjoyed creating competitive proposal volumes, with a focus on producing compelling, compliant content and providing cost analysis and risk mitigation.

Clare is a member of the American Institute of CPAs (AICPA) and the Virginia Society of CPAs (VSCPA) and is licensed in the state of Virginia. She has served on the Board of Directors of the VSCPA and the Board of Directors of the VSCPA Educational Foundation and currently serves as a member of the AICPA Consumer Financial Education Advocates group.

For over a decade, Clare has designed and delivered learning content for CPAs, including Virginia Board of Accountancy-approved ethics courses required to be taken annually by all licensed Virginia CPAs. In addition to her passion for professional ethics, Clare is a fervent financial literacy advocate. She is the author of “Frugal Isn’t Cheap: Spend Less, Save More and Live Better,” and has appeared on major radio and television networks across the country discussing personal finance. She has been a contributor to numerous publications including Family Circle, Fox Business, Glamour, Kiplinger’s, Redbook, The Wall Street Journal, USA Today and U.S. News & World Report.