Daniel Figueredo

CPA, CGMA

Partner, Advisory and Assurance
Nonprofit Co-leader
FinTech Leader

Location: San Francisco

Services: Audit, Environmental, Social & Governance (ESG), Outsourced Accounting, Regulatory Compliance Assistance, Reviews & Compilations

Industries: Blockchain & Digital Assets, Financial Services, Nonprofit

Project name

Daniel is an Advisory and Assurance Partner at BPM, and a leader in BPM’s Nonprofit, Blockchain and Digital Assets and Financial Services industry groups. Daniel is BPM’s Industry Group Leader and serves on the Firm’s Management Committee. Daniel’s career started at BPM, and for over 20 years, he has helped the Firm and his clients grow and succeed.

Daniel’s nonprofit organization clients include private foundations, social enterprises, trade associations, arts and culture, advocacy and political organizations, private schools, community foundations and higher education. He works extensively with alternative investments, endowments and UPMIFA, tax-exempt debt, planned giving, partnership accounting, program-related investments, gifts-in-kind, crypto/digital currency, Single Audits and significant capital campaigns.

Daniel also brings deep knowledge in blockchain, digital assets, cryptocurrency, Web3, fintech and financial services. His experience includes trading and OTC platforms, exchanges, custodians, marketplace lenders, payments and debit cards, crypto miners, broker-dealers, CFTC-regulated entities, registered investment advisors (RIA), crypto funds, venture capital funds, private equity funds, mortgage pools and hedge funds.

Daniel is a nationally recognized speaker and presenter. He actively presents for the AICPA, CalCPA and other conferences and trade associations on various topics, including blockchain, planned giving, credit losses, endowments, capital campaigns, and others.

Daniel Figueredo holds an active CPA license in California and New York.

Interesting tidbit

Daniel loves to travel and spent several months in Australia for BPM’s exchange program. He also visited Cuba while studying abroad, where he received an address from President Fidel Castro.

Awards
  • Top 40 Under 40 – CPA Practice Advisor
  • Leadership San Francisco, Class of 2016
Certifications
  • Certified Public Accountant
  • Chartered Global Management Accountant (CGMA)
Education

BA/Accounting and Finance – University of San Francisco

Community
  • Council Member and Audit Committee Chair – California Society of Certified Public Accountants (CalCPA)
  • Member – American Institute of Certified Public Accountants (AICPA)
  • Conference Committee – AICPA Governmental and Not-for-Profit Conference
  • Finance and Investment Committee and Former Treasurer – The Guardsmen
  • Accounting Advisory Board – University of San Francisco
  • Former Conference Committee – NCPGC Planned Giving Conference
  • Former Board Member – Smith-Kettlewell Eye Research Institute

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