Woodard Welcomes Shirley Koss as Community and Member Success Manager

We’re excited to share that Shirley Koss has joined the Woodard team as our new Community and Member Success Manager—a role designed to bring even greater value to our coaching and membership programs for accounting professionals.

At Woodard, we believe that strong communities drive professional growth. Whether you're a CPA, tax preparer, bookkeeper or another accounting professional, the power of peer connection, continuous education and a strong support network can transform your practice.

Shirley’s mission is to help you maximize these opportunities, and she's eager to connect with all of you—both current and future members—to share ideas and grow the community.

"This opportunity perfectly aligns with my passions," she said, "and I am excited to be a part of something special here at Woodard."

A new role with a clear purpose

The Community and Member Success Manager role was created to ensure that every member of the Woodard community can fully leverage our programs and resources. 

Shirley will work directly with members to: 

• Foster meaningful relationships with peers in the community.
• Help prioritize educational and coaching pathways to achieve individual goals.
• Support members as they build their practices around Woodard’s Ideal Practice Model™, which focuses on sustainable growth, client service excellence and maximizing profitability. 
  

Additionally, Shirley will represent Woodard at industry events, helping spread the message of practice transformation and keeping a pulse on the latest developments in the accounting profession.

A passion for member success 

Shirley brings years of experience in building successful communities and ensuring member engagement, and her dedication to the success of professionals is clear.  

She understands the unique challenges accounting professionals face and is ready to help our members navigate those challenges while taking their practices to the next level.

“Shirley’s focus on member success and her deep understanding of community building make her an incredible asset to our team,” Joe Woodard, CEO of Woodard, said. “We know she will make a meaningful impact on our members' experiences and outcomes.”

We’re thrilled to have Shirley on board and can’t wait for you to experience the value she brings.  
Stay tuned for opportunities to meet Shirley at upcoming industry events and through our member community. 

What this means for you

If you're a member of the Woodard community, you'll soon see Shirley's influence through new opportunities to connect, engage, and grow.  

From strategic guidance on course selection to one-on-one support and community facilitation, Shirley will be there to ensure you get the most out of your membership.

For those considering joining Woodard, this is an exciting time to become part of a community that is deeply committed to your success—with dedicated leadership to guide you every step of the way.

We invite you to learn more about Woodard’s programs and how we support accounting professionals.