Kofi obtained his Bachelor of Arts in Management at Luther College in Decorah, Iowa. He also completed his Bachelor of Science in Finance and Master of Accounting at Iowa State University in Ames, Iowa.
Accounting, Bookkeeping, and Taxes
Kofi is an Advanced Certified QuickBooks ProAdvisor and has completed his QuickBooks Online and Advanced Certifications. He can leverage more complex and advanced functionality, like advanced categorization, creating and reporting against budgets, advanced reports, inventory management, multi-currency and troubleshooting with QuickBooks Online to meet the needs of different clients. He is also in the process of obtaining his CPA license, The Accredited in Business Valuation (ABV®) and Personal Financial Specialist (PFS™) credentials.
Kofi most recently obtained a certificate from the American Bankers Association in Business and Commercial Lending. Kofi has also successfully completed the requirements to achieve the designation of Credit Risk Certified (CRC), the only recognized professional designation for credit and lending professionals issued by The Risk Management Association. The CRC exam benchmarks a professional’s knowledge of the major areas of credit risk analysis as they relate to the underwriting of a commercial borrower and guarantor. After preparing $149 million dollars in loan requests for Plant and Equipment, Land Development, and Construction, Kofi is proficient with the end-to-end loan application process – business plan development, financial modeling, analyzing financial statements and tax returns, spreading cash flows, benchmarking, and collaborating with loan officers.
Kofi is enrolled in the ABA Stonier Graduate School of Banking Program where he is concurrently seeking a Wharton Leadership Certificate at The Wharton School, and is set to graduate in the Summer of 2021. Stonier is specifically designed to prepare senior-level bankers and regulators for the decision-making and oversight required to navigate change.
Kofi is in the process of obtaining his Life and Health Insurance license in Pennsylvania, New Jersey, Maryland, New York, and Virginia. He will work mostly with small to medium sized businesses with Deferred Compensation and Retirement Planning, Business Continuity, Charitable Estate Planning, Wealth Transfer, and Disability Income insurance.
Kofi is also enrolled at Global University’s Berean School of The Bible to obtain the Ministerial Studies with Leadership Honors diploma.
Kofi volunteers his time to support organizations in Central Pennsylvania, Pennsylvania and nationally.