David (Dave) J. Kaus is the chief financial officer and chief operations officer of the National Endowment for Financial Education® (NEFE®). He has been involved in the financial and administrative functions of the College for Financial Planning and, subsequently, NEFE since 1989. Kaus was one of a five-member management team that negotiated the sale of the College for Financial Planning in 1997 and was the lead manager in the negotiation and sale of NEFE’s previous office complex in 1998.
As CFO and COO, Kaus oversees all of NEFE’s day-to-day business operations and investment activity, as well as quarterly accounting and investment reports to the NEFE board of trustees. These responsibilities include tax, payroll, finance, information systems, human resources, corporate insurance, building leasing and coordination of annual financial and pension audits by an outside CPA.
Previously, Kaus has designed and implemented financial reporting, job cost, database and inventory tracking systems for several organizations. Before completing his undergraduate degree, Kaus spent two years at the U.S. Treasury Department as an agent/Office of the Comptroller of the Currency staff examiner. He also served as an intern and then in a full-time position with Peat, Marwick, Mitchell and as a senior supervising auditor at a regional CPA firm specializing in forensic audits. After leaving public accounting for the private sector, Kaus served as a regional controller (responsible for four states) for a major home builder; a CFO and co-owner of a private home builder; and a private consultant for local savings and loan associations during the late 1980s.
Kaus received a bachelor’s degree in accounting from Metropolitan State College in Denver, Colo., and has completed numerous accounting, management, IT and human resources certificate programs. In June 2008 he completed the second level of the Common Fund Investment Institute. The institute is a rigorous week-long program at Yale University School of Management that focuses on investments, portfolio allocations, risk management and securities selection.
Kaus is a member of the Institute for Management Accountants and the Denver Foundation Tax Group. He is an active volunteer in his church and community, working with such organizations as Special Olympics, Broadway Assistance Center, Mullen Home and the Holly Heights Nursing and Assisted Living Home. Outside of work, his interests include woodworking and golf.
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