Click here for the current updated January 3, 2016, version of Tate’s Excellent Audit Committee Guide 01032016 with Appendix A Final
Click here for the prior October 24, 2015, version of Tate’s Excellent Audit Committee Guide 10242015
I am a San Francisco/California litigation attorney. My practice is primarily civil, business, real estate, D&O, professional liability, insurance, personal injury, trust, estate, conservatorship, care and SNF, and elder and dependent adult abuse litigation, and contentious administrations.
I’m also a certified public accountant in California (inactive) and I hold B.S. in Finance and M.S. in Taxation degrees.
I am a current director of Ombudsman Services of San Mateo County. I am a past board member of the St. Vincent de Paul Society of San Francisco, and a past audit committee chair of the YMCA of Silicon Valley. I also served on many officer, board and committee positions with the California Society of CPAs.
Below you will find additional information and links to a few of my papers. I have also written two book/chapter publications: Accounting and Its Legal Implications (Irwin/Business One Publishing), and the audit committee chapter for the California Continuing Education of the Bar publication Advising and Defending Corporate Directors and Officers. I have also authored many published articles.
Linkedin connection, http://www.linkedin.com/in/davetateesq
Twitter connection, http://twitter.com/davidtateesq
Facebook connection, http://www.facebook.com/dave.tate.589
Author (many articles on various topics, an accounting/legal book for management, and the audit committee chapter for the California Continuing Education of the Bar Advising and Defending Directors and Officers)
2-Page Board & Director Oversight Guidelines Dave Tate, Esq 10302014
Audit Committee Self-Evaluation Form David Tate Esq 10302014
Board of Director’s Annual Self-Evaluation Form David Tate Esq. 10.30.14
1-Page Risk and Uncertainty Management Processes and Oversight David Tate Esq 10302014
Nonprofit Board and Director Standard of Care David Tate Esq 05252015
Risk & Uncertainty Management – Processes & Oversight Dave Tate Esq 06202014
Dispute resolution and mediation preparation form-David-Tate-Esq-032220131
Key Components of an Organizational Compliance Program Dave Tate Esq
Chapter 5A Audit> Committee Functions and Responsibilities (October 2007), Chapter_5A_Audit_Committee_Functions_and_Responsibilities_Oct._2007_Advising_and_Defending_California_Directors_and_Officers