CREDENTIALS

Education

B.B.A. in Accounting, University of Massachusetts - Amherst, Cum Laude

Licenses

Certified Public Accountant in the Commonwealth of Massachusetts

Personal Financial Specialist (PFS), AICPA

Certified Financial Planner (CFP), Certified Financial Planner Board of Standards

FINRA Series 7, 66, and 65 Exams

Affiliations

Member, American Institute of Certified Public Accountants (AICPA)

Member, New England Society of CPAs (NECPAs)

Member, VetPartners

Member, Veterinary Valuation Council Special Interest Group

Mark sits on the Board of Directors as Treasurer for The Veterinary Cooperative, a group purchasing organization supporting 4,000 U.S. veterinary hospitals.

Mark also served on the Certified Financial Planner Board of Standards Examination Council for a three-year term, setting policy, testing methodology, and selecting questions for the U.S. CFP® examination.

Presentations & Publications

Mark has spoken for industry vendors as a national thought leader and at national, regional, and local veterinary and dental conferences. He has also spoken to Harvard University, Auburn University, Boston University, and Tufts University dental and veterinary students.

Mark is the contributing finance editor for Wiley Blackwell’s 5-Minute Veterinary Practice Management Consult, 1st-4th editions, and Pet-Specific Care, 1st edition. He co-wrote the “Certified Veterinary Business Leader” finance credential curriculum for the North American Veterinary Conference.

Additionally, Mark is a co-host of the highly-rated veterinary industry podcast “The Veterinary Survival Show.”