Overview of Team
Team Bios
Biographies of Project Principals, who Are Also the Course Instructors
Paul D. Epstein, Principal, Epstein & Fass Associates, has over 25 years’ experience in performance measurement and improvement and citizen engagement in the U.S. and abroad, including strategy management using balanced scorecards. He has created audit competency models and trained auditors in performance measurement. He has helped local, state, and federal governments; non-profits; and the UN. He received the 2003 Harry Hatry Distinguished Performance Measurement Practice Award for lifetime achievement. The work of a professional committee he chaired was cited in Congress’s report on the 1993 Government Performance and Results Act. On the Governmental Accounting Standards Board (GASB) performance measurement research team, he co-authored many GASB reports, including a “special report” on performance reporting criteria and a research report on citizens’ perspectives on performance reporting. He is author or co-author of the books Using Performance Measurement in Local Government (1984, 1988), Results That Matter (Jossey-Bass, 2006), and Auditor Roles in Government Performance Measurement (The IIA Research Foundation, 2004), and articles titled “Evolving Roles for Auditors in Government Performance Measurement” in Local Government Auditing Quarterly (2000) and The Journal of Public Financial Management (2002). Mr. Epstein has an engineering degree from MIT, and has taught graduate courses at NYU, the University of Hartford, and Baruch College.
Stuart S. Grifel, CIA, CGAP, CFE, CIGA, Audit Services Division, Palm Beach County Clerk & Comptroller’s Office. Mr. Grifel was a Performance Audit Supervisor for Broward County, Florida, and an Audit Supervisor and Corporate Internal Auditor for the City of Austin, Texas, where one of his key responsibilities was certifying the reliability of Austin departments’ performance measures. Mr. Grifel has over 25 years experience in government performance measurement, operations review, performance auditing, and productivity improvement. In 2009, he received the Harry Hatry Distinguished Performance Measurement Practice Award, for lifetime achievement, from the American Society for Public Administration. Mr. Grifel has assisted many jurisdictions in performance measurement and improvement while at KPMG Peat Marwick, the National Center for Public Productivity at Rutgers University, the Innovations Group, the City of Tampa, Florida, and Polk County, Florida. Mr. Grifel has also trained numerous public managers in performance measurement and productivity improvement. Mr. Grifel co-authored the book Auditor Roles in Government Performance Measurement: A Guide to Exemplary Practices at the Local, State, and Provincial Levels (The Institute of Internal Auditors Research Foundation, 2004). Mr. Grifel has served as President and Governor for the IIA Austin Chapter, and is currently a member of the IIA International Membership Committee. Mr. Grifel has an MBA from Suffolk University in Boston, and an MPA from Baruch College, City University of New York.
Stephen L. Morgan,CIA, CGAP, CGFM, CFE, is President of Excellence in Government Accountability and Performance Practices, a company that trains government auditors and managers. Mr. Morgan is the former city auditor of Austin, Texas, who directed a full scope audit office of performance audits, fraud investigations, and consulting engagements. Mr. Morgan played a leadership role in helping the City of Austin evolve its performance measurement and management system into a model for other government organizations. Before joining the City Auditor’s Office, Mr. Morgan was an evaluator in the U.S. Government Accountability Office’s National Productivity Group. His IIA offices have included president and governor, Austin Chapter, chair of the International Government Relations Committee, North American Director on the Global Board, and chair of the North American Board. In 2001 Mr. Morgan was appointed (reappointed in 2005) by the Comptroller General of the United States to the Advisory Council on Government Auditing Standards. He co-authored three textbooks: Performance Auditing: A Measurement Approach (first and second editions) and Auditor Roles in Government Performance Measurement: A Guide to Exemplary Practices at the Local, State, and Provincial Levels. In 2009, Mr. Morgan received the Victor Z. Brink Memorial Award, IIA’s highest award for leadership and service to the global internal auditing profession. In 2007, Mr. Morgan accepted the National Intergovernmental Audit Forum’s Excellence in Government Performance and Accountability Award from the Comptroller General. In 2002, Mr. Morgan received the Harry Hatry Distinguished Performance Measurement Practice Award from the American Society of Public Administration honoring his lifetime of achievements. Mr. Morgan holds a Bachelor of Arts degree in government (with honors) from the University of Texas at Austin; he was elected to Phi Beta Kappa. He also holds an MPA from the Lyndon B. Johnson School of Public Affairs of the University of Texas.
Richard C. Tracy, Consultant (retired Director of Audits, City of Portland, Oregon) has over thirty years of experience helping governments improve their efficiency and effectiveness. He served as Director of Audits for the City of Portland, Oregon, and as Performance Audit Manager for the California State Office of the Auditor General. Mr. Tracy also served as Chair of the Government Auditing Standards Advisory Council and is currently a member of Governmental Accounting Standards Board. In 2005, he was awarded the Harry Hatry Distinguished Performance Measurement Practice Award from the American Society of Public Administration. Since his retirement from government service in 2005, he has provided consulting services to a number of governments around the country including Sacramento County, CA, New York City, and Multnomah County, Oregon. He has spoken extensively over the years on financial and performance management in government.
|
