About

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.

Dave Tate, Esq. (San Francisco)

Email: davetateesq@gmail.com

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

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