CliftonLarsonAllen LLP

Description

CliftonLarsonAllen LLP is a professional services network and the eighth largest accountancy firm in the United States. It was established in 2012 when two top 20 U.S. firms merged: Clifton Gunderson LLP and LarsonAllen LLP. It is a member of the Nexia International accounting network. Headquarters: Minneapolis, MN Revenue: 749 million USD (2017) Number of employees: 5,400 (2018) Founded: 2012 Type of business: Limited Liability Partnership (LLP) Subsidiaries: KFMR Katz Ferraro McMurtry P.C.,

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CliftonLarsonAllen LLP Employees

Employee
Years
Job
Industry
Jessica (Biro) Martin Jessica (Biro) Martin Greater Chicago Area Details
Jessica (Biro) Martin's CliftonLarsonAllen LLP Experience February 2011 - Present
Job Senior Tax Associate at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen, LLP  February 2011 - Present
The Shorewood Agency   November 2009 - December 2012
KPMG  October 2008 - November 2009

Skills
Tax Accounting, Income Tax, Financial Analysis, Tax Research, ProSystem fx Tax, CPA, Partnership Taxation, Tax Software, US GAAP

Education
DePaul University - Charles H. Kellstadt Graduate School of Business   2012 — 2015
Master of Science in Taxation (MST), Taxation

Illinois Wesleyan University   2004 — 2008
Bachelor of Arts, Accounting, Summa Cum Laude

Jessamyn Bacon Jessamyn Bacon Seattle, Washington Details
Jessamyn Bacon's CliftonLarsonAllen LLP Experience January 2014 - March 2014
Job MPAC Student at Seattle University
Industry Accounting
Experience
Richmark Label  September 2013 - Present
CliftonLarsonAllen LLP   January 2014 - March 2014
Pacific Veterinary Specialists  April 2008 - July 2013

Education
Seattle University   2013 — 2015
MPAC Student, Accounting

Purdue University   2001 — 2004
Bachelor of Science (BS), Animal Sciences

State University of New York College of Environmental Sciences and Forestry   1999 — 2001
None, Environmental and Forest Biology

Jacob Krause Jacob Krause Greater Chicago Area Details
Jacob Krause's CliftonLarsonAllen LLP Experience June 2013 - Present
Job Audit/Tax Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2013 - Present
CliftonLarsonAllen LLP   January 2013 - April 2013

Skills
Auditing, QuickBooks, Financial Statements, Financial Analysis, Payroll, Internal Controls, Financial Accounting, Accounts Payable, Account Reconciliation, Tax Preparation, Corporate Tax, Tax Returns, Analysis, Customer Service, CPA

Education
Aurora University   2008 — 2013
Bachelor of Science (B.S.), Accounting

Rita Callister Rita Callister Elmwood, Illinois Details
Rita Callister's CliftonLarsonAllen LLP Experience August 2015 - Present
Job Staff Accountant at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   August 2015 - Present
CliftonLarsonAllen LLP   July 2014 - August 2015
CliftonLarsonAllen  June 2003 - July 2014

Skills
Administrative..., Accounts Payable, QuickBooks, Data Entry, Office Management, Payroll, Accounts Receivable, Outlook, Spreadsheets, Invoicing, 10 Key, Expenses, Bookkeeping

Education
Elmwood High School

Illinois Central College
Accounting

Jenny VerBerkmoes Jenny VerBerkmoes Greater Denver Area Details
Jenny VerBerkmoes's CliftonLarsonAllen LLP Experience May 2014 - Present
Job Accountant at Cathy's Accounting Service, Inc.
Industry Accounting
Experience
CliftonLarsonAllen LLP   May 2014 - Present
Cathy's Accounting Service, Inc.   2006 - Present
Dahl and Jones, PC   2002 - 2005
Xcel Energy  1989 - 2000
AT&T  1983 - 1988

Skills
General Ledger, Accounting, Financial Reporting, Payroll, Journal Entries, Invoicing

Education
Regis University   1988 — 1991
Master of Business Administration (MBA), Business Administration and Management, General

Ottawa University   1981 — 1983
Accounting

Otero Junior College   1979 — 1981
Assoicates, General

Michael Lory Michael Lory Minneapolis, Minnesota Details
Michael Lory's CliftonLarsonAllen LLP Experience February 2013 - September 2014
Job Consultant in Information Security at CliftonLarsonAllen LLP
Industry Telecommunications
Experience
CliftonLarsonAllen  September 2014 - September 2015
CliftonLarsonAllen LLP   February 2013 - September 2014
Comcast Cable  February 2012 - February 2013
Depth Communications Inc.   June 2011 - February 2012

Skills
Telecommunications, Call Centers, Troubleshooting, IP, Broadband, Wireless, Customer Experience, Customer Satisfaction, Customer Retention, Technical Support, VoIP, Telephony, Windows

Education
University of Minnesota-Twin Cities   2005 — 2009
Bachelor of Arts, Theatre/Theater

South Dakota State University   2004 — 2005
Bachelor's degree, General Studies

Chris Knopik, CPA, CFE Chris Knopik, CPA, CFE Minneapolis, Minnesota Details
Chris Knopik, CPA, CFE's CliftonLarsonAllen LLP Experience November 2010 - October 2014
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2014 - Present
CliftonLarsonAllen LLP   November 2010 - October 2014

Skills
Auditing, CPA, Accounting, US GAAP, Tax Preparation, GASB, Tax, Tax Research, GAAP, Tax Returns, Corporate Tax, Income Tax, Internal Controls, Financial Reporting, Financial Accounting, General Ledger, QuickBooks, Certified Fraud Examiner

Education
Bemidji State University   1999 — 2003
Bachelors, Accounting

D. Janet Chappel, MAFM D. Janet Chappel, MAFM Roanoke, Virginia Area Details
D. Janet Chappel, MAFM's CliftonLarsonAllen LLP Experience October 2014 - February 2015
Job Preparing for CPA exam
Industry Accounting
Experience
CliftonLarsonAllen LLP   October 2014 - February 2015
Bardole & Wolfe CPAs, S.C.   September 2013 - September 2014
University of Wisconsin Extension  October 2008 - December 2013
Accounting Workshop, SC   May 2012 - August 2013
H & R Block  January 2012 - October 2012
Central Wisconsin Whitetails Womens Hockey Club   September 2011 - September 2012
Internal Revenue Service  January 2012 - April 2012
Mid-State Technical College  September 2010 - January 2012

Skills
Tax Preparation, Microsoft Excel, Personal Financial..., Accounting, Payroll, Financial Reporting, Sales Tax, QuickBooks, Peachtree, Microsoft Office, Customer Service, Budgets, Accounts Payable, Tax, Bookkeeping, Quicken

Education
Keller Graduate School of Management of DeVry University   2011 — 2014
Master of Accounting and Financial Management, CPA emphasis

Mid-State Technical College   2010 — 2011
Associate in Applied Science - Accounting, Accounting

The University of British Columbia   1984 — 1988
Bachelor of Arts, French language (German, Spanish)

University of Victoria   1983 — 1984
Languages

Kathryn Kohles Kathryn Kohles Itasca, Illinois Details
Kathryn Kohles's CliftonLarsonAllen LLP Experience November 2012 - Present
Job Senior Associate, Assurance Services
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2012 - Present
CliftonLarsonAllen LLP   January 2010 - October 2012

Education
Illinois Wesleyan University   2005 — 2009
Bachelor's degree, Accounting

Amanda Stout, CPA, MBA Amanda Stout, CPA, MBA Arlington, Virginia Details
Amanda Stout, CPA, MBA's CliftonLarsonAllen LLP Experience September 2011 - August 2014
Job Senior Auditor at E*Trade Financial Corporation
Industry Accounting
Experience
E*TRADE Financial Corporation  August 2014 - Present
CliftonLarsonAllen LLP   September 2011 - August 2014
GSA- Office of Inspector General  September 2010 - August 2011

Skills
Auditing, Accounting, Budgets, CPA, Data Analysis, Finance, Financial Statements, Government, Internal Controls, Microsoft Excel, Microsoft Office, Tax

Education
West Virginia University   2009 — 2010
MBA

Shepherd University   2005 — 2009
Bachelors, Accounting

Cheryl Vollemaere Cheryl Vollemaere Phoenix, Arizona Area Details
Cheryl Vollemaere's CliftonLarsonAllen LLP Experience July 2008 - January 2012
Job Administrative Asst. III at Az. Board of Appraisal
Industry Accounting
Experience
Accounting and Finance Personnel, Inc.   February 2015 - April 2015
All About People  November 2014 - January 2015
Arizona Board of Appraisal   March 2012 - October 2014
CliftonLarsonAllen LLP   July 2008 - January 2012
EEC  2005 - 2008

Skills
Administrative..., Spreadsheets, Data Entry, QuickBooks, Outlook, Access Database, Paradox Database, Internet, SGML, Licensing, Microsoft Word, Office Administration, Retention Management, Accounts Receivable, Accounts Payable, Proofreading, Customer Service, File Management, Microsoft Excel, Research, Prosystem, Microsoft Office, Tax Preparation, Accounting, PowerPoint, General Ledger, Administrative...

Education
Southwestern Oklahoma State University   1977 — 1979
Bachelor's Degree, Music Performance, General

Kristopher McFarland Kristopher McFarland Greater Chicago Area Details
Kristopher McFarland's CliftonLarsonAllen LLP Experience September 2011 - March 2012
Job Project Accountant at Invenergy LLC
Industry Accounting
Experience
Invenergy LLC  December 2013 - Present
Jones Lang LaSalle  June 2012 - September 2013
CliftonLarsonAllen, LLP  September 2011 - March 2012
Crowe Horwath LLP  January 2011 - August 2011
Sikich  August 2010 - December 2010

Skills
Analyzing Data in Excel..., Excel 2007 Formulas and..., CIA 101: Auditing..., Illinois State Audit..., GAAP Training, GAAP, Auditing, Accounting, Financial Analysis, Portfolio Management, Corporate Finance, Contracts to Cash (C2C), PeopleSoft, Account Reconciliation

Education
University of Illinois Springfield   2009 — 2010
Master's degree, Accounting, 3.4

Augustana College   2006 — 2009
Bachelor's degree, Accounting and Finance, 3.1

Loras College   2005 — 2005
Accounting, 3.6

Breese Mater Dei High School   2001 — 2005

Erik Skie Erik Skie Greater Chicago Area Details
Erik Skie's CliftonLarsonAllen LLP Experience January 1993 - Present
Job Helping Business Owners Achieve their Dreams
Industry Financial Services
Experience
CliftonLarsonAllen LLP   January 1993 - Present

Skills
Manufacturing, Management Consulting, Mergers & Acquisitions, Strategic Financial..., Financial Analysis, Accounting, Tax, Auditing, Due Diligence, Business Planning, Financial Planning, Strategic Planning, Financial Modeling, Financial Reporting, Leadership, Management, Corporate Tax, CPA, GAAP, Tax Preparation, Internal Controls, Income Tax, Finance, Financial Accounting, Team Building, Process Improvement, Cash Flow, Business, Budgets

Education
North Dakota State University   1988 — 1992
Bachelor's degree, Business

Emily Daniel, CPA Emily Daniel, CPA Charlotte, North Carolina Area Details
Emily Daniel, CPA's CliftonLarsonAllen LLP Experience October 2011 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  October 2014 - Present
CliftonLarsonAllen, LLP  October 2011 - Present
LarsonAllen, LLP  October 2009 - September 2011
Elliott Davis, LLC  May 2008 - July 2008

Skills
Accounting, Auditing, Financial Reporting, Internal Controls, CPA, Financial Accounting, Assurance, Single Audit, Fixed Assets, General Ledger, Financial Statements, GAAP, Committed to..., Medicaid, Cost Reporting, US GAAP, US GAAP reporting, Professional..., Helping Clients Succeed, Medicare

Education
North Carolina State University - College of Management   2008 — 2009
Master of Accounting, Accounting

Presbyterian College   2004 — 2008
BS, Accounting and Management

Mathew Mendisco Mathew Mendisco Greater Denver Area Details
Mathew Mendisco's CliftonLarsonAllen LLP Experience 2007 - 2012
Job Manager at CliftonLarsonAllen LLP
Industry Government Administration
Experience
CliftonLarsonAllen  June 2007 - Present
CliftonLarsonAllen LLP   2007 - 2012
City of Fruita  January 2006 - May 2007

Skills
Public Administration, Public Policy, Budgeting, Management Consulting, Property Management, Accounting, Budgets, Financial Analysis, Financial Reporting, Government, Internal Controls, Nonprofits, Policy, Auditing, GAAP, QuickBooks, Customer Service

Education
University of Colorado at Denver   2006 — 2012
Master of Arts, Political Science

Fort Lewis College   1999 — 2004
Bachelor of Arts, Political Science

John Simonelli, CPA John Simonelli, CPA Greater Chicago Area Details
John Simonelli, CPA's CliftonLarsonAllen LLP Experience January 2013 - Present
Job Assurance Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2013 - Present

Skills
GAAP, CPA, US GAAP, Assurance, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Financial Statements, External Audit, Tax, Fixed Assets

Education
Illinois Wesleyan University   2008 — 2012
Bachelor of Arts (BA), Accounting

David A. Horton, CPA David A. Horton, CPA Washington D.C. Metro Area Details
David A. Horton, CPA's CliftonLarsonAllen LLP Experience January 2012 - February 2014
Job Consultant at EY
Industry Financial Services
Experience
Ernst & Young LLP  February 2014 - Present
CliftonLarsonAllen LLP   January 2012 - February 2014
Robinson, Farmer & Cox Associates   July 2011 - August 2011

Skills
Financial Statements, Auditing, CPA, Microsoft Office, Internal Controls, Financial Accounting, US GAAP, IT Audit, CISA, ITGC, Sarbanes-Oxley, SOX Compliancy, Microsoft Excel, Financial Analysis, Risk Assessment, Time Management, Profx, Tax, Tax Preparation, QuickBooks, OMB Circular A-133, Sarbanes-Oxley Act

Education
James Madison University   2007 — 2011
Bachelor of Business Administration (B.B.A.), Accounting, Computer Information Systems

Gonzaga College High School   2003 — 2007

Ben Aase Ben Aase Greater Minneapolis-St. Paul Area Details
Ben Aase's CliftonLarsonAllen LLP Experience March 2005 - Present
Job Principal / CliftonLarsonAllen LLP
Industry Management Consulting
Experience
CliftonLarsonAllen LLP   March 2005 - Present
Impact Hub Minneapolis - St. Paul   June 2014 - Present

Skills
Non-profits, Accounting, Strategy, Management Consulting, Strategic Planning, Financial Analysis, Nonprofits, Program Management, Analysis, Management, Organizational..., Investments, Financial Reporting, Due Diligence, Consulting, Mergers, Business Planning, Business Strategy, Start-ups, Entrepreneurship, Process Improvement, Data Analysis, Business Process..., Project Management, Governance, Strategic Financial..., Risk Management, Government

Education
Carlson School of Management - University of Minnesota
MBA, Finance, Strategy, and Entrepreneurship

Colorado College   1996 — 2000
Bachelor of Arts, Economics

Brad Hauge Brad Hauge Cedar Rapids, Iowa Area Details
Brad Hauge's CliftonLarsonAllen LLP Experience July 1983 - April 2012
Job Accountant/Consultant
Industry Accounting
Experience
Accountant/Consultant   May 2012 - Present
CliftonLarsonAllen LLP   July 1983 - April 2012

Skills
Tax preparation., Accounting., Auditing., Auditing, Tax, Corporate Tax, Nonprofits, Financial Reporting, Tax Preparation, CPA, GAAP, Small Business, Microsoft Excel, Accounting, Financial Statements, Internal Controls, Income Tax, Budgets, General Ledger, US GAAP, Financial Accounting, Bookkeeping, External Audit, Assurance, Financial Analysis, Account Reconciliation, Strategic Financial..., Payroll, Internal Audit, Cost Accounting, Accounts Receivable

Education
Iowa State University   1979 — 1983
BBA, Accounting

Robert (Bob) Sniegowski Robert (Bob) Sniegowski Greater Minneapolis-St. Paul Area Details
Robert (Bob) Sniegowski's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Principal/Consultant at CliftonLarsonAllen
Industry Construction
Experience
CliftonLarsonAllen LLP   January 2012 - Present
AGC of Minnesoata   2005 - Present
CliftonLarsonAllen LLP   April 2003 - Present
CliftonLarsonAllen  1998 - Present
Al Johnson Construction Company   July 1976 - September 1998

Skills
Construction, Program Management, Management, Operations Management, Civil Engineering, Highways, Consulting, Auditing, Financial Analysis, Bridge, Accounting, Project Management

Education
Michigan Technological University   1973 — 1976
Civil Engineering, Civil Engineering

Brittany Landrum Brittany Landrum Indianapolis, Indiana Area Details
Brittany Landrum's CliftonLarsonAllen LLP Experience January 2014 - November 2014
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2014 - Present
CliftonLarsonAllen LLP   January 2014 - November 2014
CliftonLarsonAllen LLP   January 2013 - August 2013
IUPUI  October 2011 - December 2012
Pavilion Properties Management, LLC   June 2010 - December 2010

Skills
Auditing, Accounting, Assurance, Public Speaking

Education
Kelley School of Business Indianapolis   2010 — 2013
BS, Accounting and Finance

Indiana University-Purdue University at Indianapolis
Accounting and Finance

Erin O'Connell Erin O'Connell Indianapolis, Indiana Area Details
Erin O'Connell's CliftonLarsonAllen LLP Experience August 2013 - Present
Job Senior Accountant, Nonprofit Solutions Team at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   August 2013 - Present
Indiana Wesleyan University  August 2008 - December 2013
Blue & Co., LLC   June 2012 - July 2013
Indiana University  January 2012 - May 2012
Fast Track Physical Therapy   March 2010 - May 2012
Kerkering Barberio  January 2011 - September 2011

Skills
Auditing, Accounting, Financial Analysis, General Ledger, QuickBooks, Bookkeeping, Financial Reporting, Financial Accounting, Accounts Receivable, Account Reconciliation, Payroll, Accounts Payable, PowerPoint, Bank Reconciliation, ADP Payroll, Financial Statements, Microsoft Excel, Nonprofits, Budgets

Education
Indiana Wesleyan University   2006 — 2009
B.S., Accounting & Business Administration

Indiana University - Kelley School of Business   2010 — 2012
MSA, Accounting

Cammie Archuleta Cammie Archuleta Albuquerque, New Mexico Details
Cammie Archuleta's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Senior Audit Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2012 - Present
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  January 2011 - December 2011
Meyners + Company  July 2010 - December 2010

Skills
Internal Controls, Auditing, Financial Accounting, Financial Reporting, Accounting, Single Audit, Audits of Employee..., Governmental Audits, GAAP, US GAAP, Assurance, Microsoft Excel

Education
New Mexico State University   2004 — 2010
Bachelor's degree, Accounting

Marion Hecht Marion Hecht Arlington, Virginia Details
Marion Hecht's CliftonLarsonAllen LLP Experience May 2011 - Present
Job Principal, Fraud & Forensic Investigations, Receivership & Litigation, CliftonLarsonAllen LLP
Industry Financial Services
Experience
CliftonLarsonAllen LLP   May 2011 - Present
A Leading Regional/National CPA firm   March 2009 - April 2011
UHY Advisors FLVS, Inc.   December 2005 - February 2009
Watkins Meegan & Drury, LLC   February 2003 - December 2005
SBA, Receiver for SBICs   March 1989 - February 2004

Skills
Forensic Accounting, Fraud, Litigation Support, Investigations, Bankruptcy, Private Investigations, Certified Fraud Examiner, Restructuring, Litigation, Accounting, Forensic Analysis, Internal Controls, Valuation, Investigation, CPA, Financial Risk, Finance, Courts, Due Diligence, FCPA

Education
University of Virginia   1997 — 1999
Accounting classes - pre-requisites to take CPA eXAM

Loyola University Maryland   1989 — 1991
Executive MBA, Management

Columbia Union College   1987 — 1989
BS, Management

St. Joseph College   1969 — 1971
Nutrition

Ron Theby CPA Ron Theby CPA Greater St. Louis Area Details
Ron Theby CPA's CliftonLarsonAllen LLP Experience December 1981 - December 1983
Job President Of ExecuSearch, Inc
Industry Staffing and Recruiting
Experience
ExecuSearch, Inc.   June 1990 - Present
Professional Career Development   June 1985 - June 1990
Chromalloy  December 1983 - June 1985
CliftonLarsonAllen LLP   December 1981 - December 1983

Skills
Retained Search, Contingency Search, Direct Recruiting, Accounting, Financial Analysis, Financial Reporting, Forecasting, Executive Search, Auditing, Mergers, Budgets, Sarbanes-Oxley Act, Finance, Managerial Finance, Strategic Planning, PeopleSoft, Process Improvement, Internal Controls, Recruiting, C++, c#, Tax, CPA, Human Resources, GAAP, Cost Accounting, Mergers & Acquisitions, General Ledger

Education
University of Missouri-Saint Louis   1978 — 1981
BS BA, Accounting

Creighton University   1977 — 1978
Accounting

Mark Burdick, CPA Mark Burdick, CPA Louisville, Kentucky Area Details
Mark Burdick, CPA's CliftonLarsonAllen LLP Experience January 2012 - June 2012
Job Chief Financial Officer at Hughes Group, Inc.
Industry Accounting
Experience
Hughes Group, Inc.   December 2012 - Present
Hughes Group, Inc.   June 2012 - December 2012
CliftonLarsonAllen LLP   January 2012 - June 2012
Clifton Gunderson LLP  February 2010 - December 2011
Clifton Gunderson LLP  July 2007 - January 2010
Clifton Gunderson LLP  January 2006 - June 2007
IUPUI  August 2005 - May 2006
Amphora Fund LLP   June 2005 - August 2005

Skills
Tax, Corporate Tax, Income Tax, Tax Compliance, GAAP, CPA, Finance, US GAAP, Tax Research, Tax Preparation, Internal Controls, Accounting

Education
Indiana University - Kelley School of Business
Master in Science of Accountancy, Accounting

University of Notre Dame - Mendoza College of Business   2001 — 2005
B.B.A., Accounting and Economics

Amanda Tinney Amanda Tinney Saint Louis, Missouri Details
Amanda Tinney's CliftonLarsonAllen LLP Experience June 2002 - Present
Job Principal, Health Care at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2002 - Present

Education
Fontbonne University   1998 — 2002
Bachelor of Science (BS), Accounting and Finance

Janet Haley Janet Haley Plainfield, Indiana Details
Janet Haley's CliftonLarsonAllen LLP Experience May 2013 - Present
Job Director, Outsourcing at CliftonLarsonAllen LLP
Industry Nonprofit Organization Management
Experience
CliftonLarsonAllen LLP   May 2013 - Present
Nonprofit Financial Solutions   August 2012 - May 2013
Central Indiana Community Foundation  September 1997 - December 2006

Skills
Financial Reporting, Internal Controls, Financial Analysis, Cash Flow, Finance, Budget Process, QuickBooks, Leadership, Nonprofits, Managerial Finance, Volunteer Management, Customer Service, Event Planning, Community Outreach, Public Speaking, Strategic Planning, Program Development, Fundraising

Education
Ball State University   1982 — 1985
Bachelor's degree, Accounting and Management

Adrian O'Connell, CPA Adrian O'Connell, CPA Greater Chicago Area Details
Adrian O'Connell, CPA's CliftonLarsonAllen LLP Experience September 2011 - Present
Job Senior Associate at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen  October 2014 - Present
CliftonLarsonAllen LLP   September 2011 - Present
FPO Solutions   April 2010 - August 2011
Arden B  May 2009 - January 2010

Skills
Accounting, Financial Reporting, Accounts Payable, Tax, Auditing, Tax Preparation, QuickBooks, Account Reconciliation, Financial Analysis, Accounts Receivable, Microsoft Excel, Financial Accounting, Microsoft Office, Corporate Tax

Education
DePaul University   2007 — 2011
Bachelor's Degree, Science; Accounting and Finance

Randy Sylvan Randy Sylvan Greater Chicago Area Details
Randy Sylvan's CliftonLarsonAllen LLP Experience February 2010 - Present
Job Principal, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   February 2010 - Present
PMA  2012 - August 2015
PMA  2012 - 2014

Skills
Accounting, Tax, Audit, Auditing, Tax Services, Tax Preparation, GAAP, US GAAP, Strategic Planning, Income Tax, Microsoft Excel, Budgets, Financial Reporting, CPA, Partnership Taxation, Internal Controls, Corporate Tax, Financial Statements

Education
Roosevelt University   2009 — 2014
Master's Degree, Accounting

University of Illinois at Urbana-Champaign - College of Business   1975 — 1979
Bachelor of Science, Accounting

Maine north high school

Sal P. Ercolano, Jr. Sal P. Ercolano, Jr. Baltimore, Maryland Area Details
Sal P. Ercolano, Jr.'s CliftonLarsonAllen LLP Experience January 2012 - Present
Job Partner, CPA, CGFM at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  December 1990 - December 2011

Skills
CPA, Assurance, Forensic Accounting, Auditing, Accounting, Internal Controls, Financial Reporting, Financial Statements, External Audit, IT Audit, Federal Government, Government Accounting, Financial Accounting, Tax, SEC filings, US GAAP, Tax Preparation, Tax Accounting, Tax Returns, GAAP, Corporate Tax

Education
Loyola University Maryland
BS, Accounting

Clinton A Marvel, MBA, CPA Clinton A Marvel, MBA, CPA Spokane, Washington Area Details
Clinton A Marvel, MBA, CPA's CliftonLarsonAllen LLP Experience November 2010 - February 2012
Job Firm Administrator at Lukins & Annis P.S.
Industry Law Practice
Experience
Lukins & Annis, P.S.   February 2012 - Present
KSPS   2012 - Present
CliftonLarsonAllen LLP   November 2010 - February 2012
LeMaster & Daniels, PLLC   December 2001 - October 2010
CXT Incorporated   December 1995 - December 2001
AgAmerica, Farm Credit Bank   April 1994 - November 1994
Farm Credit Bank  February 1985 - April 1994

Education
Eastern Washington University   1994 — 1995
MBA, Business Administration

Eastern Washington University   1978 — 1982
BA, Accounting

Evan Richter, CPA Evan Richter, CPA Dallas/Fort Worth Area Details
Evan Richter, CPA's CliftonLarsonAllen LLP Experience August 2009 - December 2012
Job Senior Accountant at Invesco
Industry Accounting
Experience
Invesco  December 2012 - Present
CliftonLarsonAllen LLP   August 2009 - December 2012
Round Rock Express  April 2002 - September 2008
Deloitte & Touché   January 2008 - March 2008
River Stone Wealth Management   May 2005 - August 2005

Skills
CPA, Auditing, Financial Statements, Financial Reporting, Financial Accounting, US GAAP, QuickBooks, General Ledger, Tax, Tax Accounting, Accounting, Microsoft Office, Microsoft Excel, Financial Analysis, Finance, GAAP

Education
Southern Methodist University - Cox School of Business   2008 — 2009
MSA, Accounting

Southern Methodist University   2004 — 2008
BBA, Accounting

Angie Pedersen Angie Pedersen St. Joseph, Missouri Area Details
Angie Pedersen's CliftonLarsonAllen LLP Experience July 2011 - Present
Job Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2014 - Present
CliftonLarsonAllen LLP   July 2011 - Present
Clifton Gunderson LLP  August 2007 - June 2011

Skills
Assurance, External Audit, CPA, US GAAP, Financial Reporting

Education
University of Missouri-Columbia   2001 — 2005
Masters of Accountancy, Accounting

Northwest Missouri State University   2000 — 2001

Connie Lira Connie Lira Cedar Rapids, Iowa Area Details
Connie Lira's CliftonLarsonAllen LLP Experience September 2006 - Present
Job Senior NonProfit Tax Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   September 2006 - Present
Clifton Gunderson LLP  January 2006 - January 2012

Skills
Nonprofits, Tax, Process Improvement, Accounting, Training, Financial Analysis, Auditing, GAAP, Corporate Tax, Leadership, Financial Accounting, Strategic Planning, Financial Statements

Education
Coe College   2002 — 2006
BA, Public Accounting, Business Administration

Marc DeVries, CPA Marc DeVries, CPA Milwaukee, Wisconsin Details
Marc DeVries, CPA's CliftonLarsonAllen LLP Experience May 2006 - April 2014
Job Director of Government Services Wisconsin
Industry Accounting
Experience
Sikich  April 2014 - Present
CliftonLarsonAllen LLP   May 2006 - April 2014
County of Allegan, Michigan   August 2001 - May 2006
Rehmann  2000 - 2001
BDO USA, LLP  1996 - 2000

Skills
Financial Reporting, Accounting, Audit, Auditing, Budgeting, Budgets, GAAP, A-133, Single Audit, Government Auditing, Local Government Finance, Public Sector Accounting, Public Sector Budgeting, GASB, Yellow Book, CPA, US GAAP, Finance, Internal Audit, Internal Controls, Financial Statements, External Audit, Assurance, Forensic Accounting, Tax Accounting

Education
Western Michigan University   2004 — 2006

Calvin College   1989 — 1994
Bachelor, Accountancy

Steve Stang Steve Stang Charlotte, North Carolina Area Details
Steve Stang's CliftonLarsonAllen LLP Experience June 2001 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Hospital & Health Care
Experience
CliftonLarsonAllen LLP   June 2001 - Present
PricewaterhouseCoopers LLP  September 1990 - May 2001

Education
Appalachian State University   1985 — 1990
BSBA / MS, Accounting

Jim Pezzanite Jim Pezzanite Ocala, Florida Area Details
Jim Pezzanite's CliftonLarsonAllen LLP Experience September 2009 - Present
Job James L Pezzanite at Tax Controversy Services
Industry Accounting
Experience
Tax Controversy Services   January 2015 - Present
CliftonLarsonAllen LLP   September 2009 - Present
CliftonLarsonAllen LLP   September 2009 - Present
Tax Controversy Services   June 2009 - Present
Clifton Gunderson  2009 - Present
Clifton Gunderson  2009 - Present
Clifton Gunderson  2009 - Present
Clifton Gunderson  September 2009 - January 2012
Clifton Gunderson  2009 - January 2012
Tax Controversy Services   September 2009 - October 2009

Skills
Accounting, Corporate Tax, Tax, Risk Management, Tax Accounting, Income Tax, Partnership Taxation, Tax Research

Education
Rutgers, The State University of New Jersey-New Brunswick   1972 — 1976
Bachelor of Applied Science (B.A.Sc.), Accounting

Martha Vogel Martha Vogel Greater Minneapolis-St. Paul Area Details
Martha Vogel's CliftonLarsonAllen LLP Experience January 2007 - Present
Job Tax and Compliance Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2007 - Present
Organizational Concepts International  2000 - 2006
Larson Allen Weishair & Co   April 1995 - November 2000

Skills
Tax, Financial Reporting, Legal Compliance, Accounting, Payroll, Financial Statements, CPA, Tax Accounting, US GAAP, Fixed Assets, State Tax, Internal Controls, General Ledger, Income Tax, Tax Preparation, Financial Accounting, Journal Entries, Sales Tax

Education
University of Minnesota - Carlson School of Management
BSB, Accounting

Alexandria Technical College   1982 — 1984
Diploma, Accounting

Stephen Bodine Stephen Bodine Greater Minneapolis-St. Paul Area Details
Stephen Bodine's CliftonLarsonAllen LLP Experience July 1987 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 1987 - Present
LarsonAllen  July 1987 - January 2012
Arthur Young  June 1978 - June 1987

Skills
Accounting, Financial Reporting, Financial Accounting, Finance, Consulting, Quality Control, CPA, Auditing, GAAP, Tax, Income Tax, Corporate Tax, Internal Controls, Tax Preparation, US GAAP, Tax Accounting, Forensic Accounting, Tax Research

Education
Minnesota State University, Mankato   1974 — 1978
BS, Accounting

Mr. Bodine   1974 — 1978
his B.S. degree, Accounting

Stephanie Petri Stephanie Petri Peoria, Illinois Area Details
Stephanie Petri's CliftonLarsonAllen LLP Experience November 2010 - Present
Job Tax Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2010 - Present

Skills
Tax Research, Tax, Tax Accounting, Accounting, CPA, Tax Preparation, Corporate Tax, GAAP, Fixed Assets, Income Tax, Partnership Taxation

Education
Illinois State University   2003 — 2008
Bachelor of Science, Accounting, Finance

Andrea Zurkamer Andrea Zurkamer Bloomington/Normal, Illinois Area Details
Andrea Zurkamer's CliftonLarsonAllen LLP Experience June 2000 - June 2013
Job Director of Risk Management at Heartland Bank and Trust Company
Industry Financial Services
Experience
Heartland Bank and Trust Company  June 2013 - Present
CliftonLarsonAllen LLP   June 2000 - June 2013

Skills
US GAAP, Tax, Financial Reporting, Auditing, Accounting, CPA, Financial Institutions, Internal Audit, Budgets, Financial Analysis, Internal Controls, GAAP, Income Tax, Loans, SEC filings, Assurance, Financial Statements, Risk Management, Financial Accounting, External Audit

Education
Illinois State University   1996 — 2000
BS, Financial Accounting

Doug Fiebelkorn Doug Fiebelkorn Greater Boston Area Details
Doug Fiebelkorn's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
LarsonAllen LLP  January 2008 - December 2011
Landa & Althser, PC   March 1982 - December 2007

Skills
Healthcare, Mergers, Consulting, Finance, Operations Management, Financial Transactions, Tax, Auditing, Accounting, CPA, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, GAAP, Assurance, Forensic Accounting, Tax Returns, Partnership Taxation, Internal Controls

Education
Suffolk University Law School   1988 — 1992
JD, Law

Bentley University   1985 — 1987
Masters, Taxation

Canisius College   1979 — 1981
BS, Accounting

Josee Cardinal Young Josee Cardinal Young Greater Boston Area Details
Josee Cardinal Young's CliftonLarsonAllen LLP Experience January 2014 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2014 - Present
Sullivan, Rogers & Company, LLC   May 2005 - December 2013
Burke and Company, LLC   June 1988 - June 1995

Skills
GAAP, Auditing, Accounting, Tax, Quickbooks, Bookkeeping

Education
Bryant University   1982 — 1986
Bachelor of Science (BS), Business (Accounting)

Natalie Kostiuk Natalie Kostiuk Philadelphia, Pennsylvania Details
Natalie Kostiuk's CliftonLarsonAllen LLP Experience January 2006 - Present
Job Senior Accountant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2006 - Present

Skills
Assurance, Tax, Accounting, Auditing, Financial Reporting, Internal Controls, General Ledger

Education
La Salle University   2003 — 2005
Bachelor of Science, Accounting and Finance

Manor College   2001 — 2003
Associate, Business Administration and Accounting

Herb Johnson Herb Johnson Greater Chicago Area Details
Herb Johnson's CliftonLarsonAllen LLP Experience 2006 - September 2013
Job Tax Principal at Eder, Casella & Co.
Industry Accounting
Experience
Eder, Casella & Co.   November 2013 - Present
CliftonLarsonAllen, LLP  2006 - September 2013
Nykiel Carlin   1996 - 2006
McGladrey & Pullen  1991 - 1996
KPMG  1974 - 1991

Skills
CPA, GAAP, Tax Research, Accounting, Tax Preparation, US GAAP, Cost Accounting, SEC filings, Cash Management, Financial Accounting, Auditing, Financial Reporting, Financial Analysis, General Ledger, Tax Accounting, Peachtree, Internal Controls, Financial Statements, Finance, Revenue Recognition, Partnership Taxation, Account Reconciliation

Education
Michael R. Quinlan School of Business at Loyola University of Chicago
MBA

Northern Illinois University
Bachelors, Management

Holli Fackrell Holli Fackrell Boise, Idaho Area Details
Holli Fackrell's CliftonLarsonAllen LLP Experience January 2011 - February 2013
Job Accountant at St. Luke's Health System
Industry Accounting
Experience
St. Luke's Health System   May 2015 - Present
Packaging Corporation of America  March 2014 - May 2015
Jitasa  February 2013 - February 2014
CliftonLarsonAllen LLP   January 2011 - February 2013
Eide Bailey LLP   September 2010 - December 2010
Starbucks Coffee Company  July 2008 - December 2010
Anthropologie  May 2008 - April 2009
University of Idaho Career Center  August 2007 - December 2007

Skills
Auditing, CPA, General Ledger, Financial Statements, GAAP, Fixed Assets, Tax Preparation, Financial Analysis

Education
Boise State University   2010 — 2011
B.A., Accounting

University of the Basque Country   2008 — 2008
Spanish Studies

University of Idaho   2003 — 2008
Bachelor of Science, Business Marketing

Bronson Power Bronson Power Greater Minneapolis-St. Paul Area Details
Bronson Power's CliftonLarsonAllen LLP Experience August 2008 - November 2011
Job Interim Operations Administrator for Surgical Services at Mayo Clinic Health System Southwest Minnesota
Industry Accounting
Experience
Mayo Clinic Health System - Southwest Minnesota   July 2015 - Present
Mayo Clinic Health System - Southwest Minnesota   March 2015 - Present
Mayo Clinic Health System - Southwest Minnesota   December 2011 - March 2015
CliftonLarsonAllen, LLP  August 2008 - November 2011
Michael G. Power Chartered   April 2003 - May 2008

Skills
Accounting, CPA, Tax, Payroll, Capital Budgeting, Operating Budgets, Tax Returns, Continuous Improvement, Lean Thinking, Project Management, Agribusiness

Education
Minnesota State University, Mankato   2010 — 2014
Graduate, Masters in Business Administration

Luther College   2000 — 2003
Accounting & Business Administration

Jason Feltz Jason Feltz Oshkosh, Wisconsin Area Details
Jason Feltz's CliftonLarsonAllen LLP Experience August 1998 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   August 1998 - Present

Skills
Accounting, Tax Research, Financial Analysis, CPA, Corporate Tax, Tax, Tax Preparation, Strategic Planning, Individual Tax, Income Tax, Partnership Taxation, Financial Accounting, Accountants

Education
Marquette University   1994 — 1998
B.S., Accounting

Thomas Chrzanowski, Esq. Thomas Chrzanowski, Esq. Indianapolis, Indiana Area Details
Thomas Chrzanowski, Esq.'s CliftonLarsonAllen LLP Experience June 2007 - November 2013
Job Director State and Local Tax
Industry Accounting
Experience
McGladrey  December 2013 - Present
CliftonLarsonAllen LLP   June 2007 - November 2013
Hoeppner Wagner & Evans   October 2002 - June 2007
Bruce P. Clark & Associates   November 2001 - October 2002
EY  May 1997 - October 2001

Skills
Sales Tax, Corporate Tax, Tax, Auditing, CPA, Tax Law, Financial Analysis, Financial Reporting, Financial Accounting, Income Tax, Tax Preparation, Accounting, Internal Audit, Leadership, Tax Returns, QuickBooks, Sales & Use Tax, Tax Accounting, Account Reconciliation, General Ledger, Mergers & Acquisitions, Tax Advisory, SEC filings, Fixed Assets, GAAP

Education
Indiana University Bloomington   1985 — 1989
B.S., Business

California Western School of Law
J.D., Law School

Steven Shanks Steven Shanks Greater Denver Area Details
Steven Shanks's CliftonLarsonAllen LLP Experience January 2012 - July 2015
Job Director at BKD CPAs & Advisors
Industry Accounting
Experience
BKD CPAs & Advisors  August 2015 - Present
CliftonLarsonAllen LLP   January 2012 - July 2015
Clifton Gunderson LLP  November 2005 - December 2011
Deloitte & Touche  April 2003 - October 2005
James DiFrancesco & Associates   January 2000 - March 2003
Winograd Miller/Winograd Reichl & Associates   January 1993 - December 1999
Melton & Melton, LLP   July 1989 - December 1992

Skills
Auditing, Employee Benefits, Audits of Employee..., Defined Contribution, Defined Benefit, GAAP, Tax, CPA, Assurance, Pension Funds

Education
Stephen F. Austin State University   1985 — 1989
BBA, Accounting

Catherine Schweigel Catherine Schweigel Greater Milwaukee Area Details
Catherine Schweigel's CliftonLarsonAllen LLP Experience November 2006 - Present
Job Managing Principal Assurance at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2006 - Present
Nykiel Carlin & Co., Ltd   1987 - 2006

Skills
Assurance, Tax Preparation, Financial Accounting, CPA, Tax, Income Tax, Auditing, Corporate Tax, Accounting, Internal Controls, Financial Reporting, GAAP, Budgets, US GAAP, General Ledger

Education
Loyola University Chicago
Business, Accounting

Jamison Scarpelli Jamison Scarpelli Greater Seattle Area Details
Jamison Scarpelli's CliftonLarsonAllen LLP Experience June 2012 - Present
Job Senior at Clifton Larson Allen
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2012 - Present
Peterson Sullivan LLP  July 2009 - July 2012
Catholic Charities of Spokane   September 2007 - May 2009

Skills
Auditing, Accounting, Financial Reporting, Excel, CPA, GAAP, SEC filings, Internal Controls, Financial Statements, Tax Preparation, Tax, Corporate Tax, Financial Accounting, Sarbanes-Oxley Act, Income Tax, S Corporations, QuickBooks, Tax Research, Financial Analysis, High Net Worth..., Account Reconciliation, Tax Accounting, Tax Returns, Accounts Payable

Education
Gonzaga University - School of Business Administration   2008 — 2009
Masters of Accountancy, Taxation

Gonzaga University   2004 — 2009
Bachelor's, Accounting

Gonzaga University   2004 — 2009
Masters of Accountancy

John Shutkin John Shutkin Greater Boston Area Details
John Shutkin's CliftonLarsonAllen LLP Experience June 2009 - Present
Job General Counsel, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2009 - Present
Shearman & Sterling LLP  September 2004 - December 2008
KPMG International  1999 - 2004
Kodak Polychrome Graphics  1998 - 1999
KPMG (US)   December 1982 - May 1998
Cahill Gordon & Reindel  September 1974 - December 1982

Education
Columbia Law School   1971 — 1974
JD, Law

Harvard University   1967 — 1971
A.B., Magna Cum Laude, Anthropology

Sarah Windmeyer, CPA Sarah Windmeyer, CPA Hiawatha, Kansas Details
Sarah Windmeyer, CPA's CliftonLarsonAllen LLP Experience December 2004 - May 2013
Job Associate at James T. Scherer, CPAs, Associate for Isagenix
Industry Accounting
Experience
Isagenix  August 2013 - Present
James T. Scherer, CPA   June 2013 - Present
CliftonLarsonAllen LLP   December 2004 - May 2013
Clifton Gunderson LLP  December 2004 - December 2011

Skills
Accounting, QuickBooks, Payroll, Financial Statements, Tax, Sales Tax, Income Tax, Corporate Tax, Financial Reporting, GAAP, CPA, Small Business, Financial Accounting, Tax Preparation, Payroll Taxes

Education
Peru State College   2002 — 2004
Bachelor's, Accounting

Highland Community College, Kansas   1999 — 2001
Associates, Accounting

Jenni (Morgan) Lewis, CPA Jenni (Morgan) Lewis, CPA Charlotte, North Carolina Details
Jenni (Morgan) Lewis, CPA's CliftonLarsonAllen LLP Experience September 2007 - November 2012
Job Healthcare Audit Manager at Dixon Hughes Goodman LLP
Industry Accounting
Experience
Dixon Hughes Goodman LLP  November 2012 - Present
CliftonLarsonAllen LLP   September 2007 - November 2012

Skills
Assurance, Auditing, Accounting, Audit, Non-profits, Healthcare, Financial Reporting, Financial Accounting, Financial Analysis, Hospitals, Health Care Reform, Committed to..., Helping Clients Succeed, GAAP, US GAAP, US GAAP reporting, Professional..., Volunteering, Non-profit Volunteer, GASB, GAAS, Internal Controls, Internal & External..., Board Development, Non-profit Board..., Board of Director..., Board of Directors..., Public Speaking, Presenter, Presentations, Train Staff, Tax

Education
UNC Charlotte   2006 — 2007
Masters, Accountancy

Montreat College   2004 — 2006
Bachelor of Science, Business Accounting

Steve DeBruyn Steve DeBruyn Urbana-Champaign, Illinois Area Details
Steve DeBruyn's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Regional Managing Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  July 2005 - December 2011
Clifton Gunderson LLP  June 1989 - July 2005

Skills
CPA, Tax, Auditing, Tax Preparation, Income Tax, US GAAP, Tax Research, Internal Controls, Budgets, Financial Analysis, Partnership Taxation, Tax Returns, Assurance

Education
Southern Illinois University, Carbondale   1978 — 1982
BS, Accounting

Eric Nordstrom, CPA Eric Nordstrom, CPA Des Moines, Iowa Area Details
Eric Nordstrom, CPA's CliftonLarsonAllen LLP Experience November 2014 - Present
Job Assurance Senior at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2014 - Present
CliftonLarsonAllen LLP   June 2012 - November 2014
Marsh & McLennan Companies, Inc.   June 2011 - August 2011
Hy Vee  June 2008 - August 2010

Skills
Accounting, Auditing, CPA, Internal Controls, Assurance, Internal Audit, External Audit, Microsoft Excel, Microsoft Word, Financial Reporting

Education
Luther College   2007 — 2011
BA, Accounting, Business Management

Craig Conley Craig Conley Indianapolis, Indiana Area Details
Craig Conley's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Tax Principal In Charge at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  June 2011 - December 2011
Clifton Gunderson LLP  June 2006 - May 2011
Ernst & Young  September 1993 - May 2006

Skills
Tax, Income Tax, Accounting, Auditing, Tax Accounting, Corporate Tax, Tax Preparation, S Corporations, Internal Controls, Mergers & Acquisitions, Tax Research

Education
Indiana University - Kelley School of Business   1989 — 1993
BS, Accounting

Carmel High School   1986 — 1988

Joshua Thimjon, CPA Joshua Thimjon, CPA Greater Minneapolis-St. Paul Area Details
Joshua Thimjon, CPA's CliftonLarsonAllen LLP Experience September 2004 - July 2012
Job Controller at Commodity Specialists Company
Industry Accounting
Experience
Commodity Specialists Company  January 2015 - Present
Commodity Specialists Company (CSC)   July 2012 - December 2014
CliftonLarsonAllen LLP   September 2004 - July 2012
LarsonAllen LLP  January 2004 - March 2004

Skills
Accounting, Auditing, Due Diligence, Financial Analysis, Financial Reporting, GAAP, Business Planning, Budgets, Mergers, Mergers, Internal Controls, Strategy, Tax

Education
Gustavus Adolphus College   2000 — 2004

Wayzata High School   1997 — 2000

Gerry Pfeiffer Gerry Pfeiffer Peoria, Illinois Area Details
Gerry Pfeiffer's CliftonLarsonAllen LLP Experience May 1994 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   May 1994 - Present
KPMG  June 1973 - June 1994

Skills
Accounting, Financial Reporting, Small Business, Strategic Planning, Mergers & Acquisitions, Tax, Managerial Finance, Sarbanes-Oxley Act, Auditing, US GAAP, Mergers, CPA, SEC filings, GAAP, General Ledger, Tax Preparation, Financial Analysis, External Audit, Tax Accounting, Internal Controls, Budgets, Assurance, Business Valuation, Internal Audit, Financial Accounting, Finance, Enterprise Risk..., QuickBooks, Financial Modeling, Financial Statements, Strategic Financial..., Forensic Accounting, Income Tax, Risk Management, Due Diligence, Private Equity, Corporate Tax, Banking, Financial Planning

Education
Bradley University   1969 — 1973
BS, Accounting

Alex E. Warner, CPA Alex E. Warner, CPA Greater Chicago Area Details
Alex E. Warner, CPA's CliftonLarsonAllen LLP Experience June 2008 - Present
Job Senior Associate, Tax at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2008 - Present

Education
Illinois Wesleyan University   2004 — 2008
BA, Accounting

James Munn James Munn Greater Seattle Area Details
James Munn's CliftonLarsonAllen LLP Experience April 2013 - Present
Job Director at CliftonLarsonAllen LLP
Industry Hospital & Health Care
Experience
CliftonLarsonAllen LLP   April 2013 - Present
JMunn Consulting   2012 - April 2013
Pacific Retirement Services ~ Mirabella   June 2002 - February 2012

Skills
Non-profits, Event Planning, Strategic Planning, Healthcare, Marketing Strategy, Organizational..., Luxury Brand Marketing, Risk Management, Regulatory Compliance, Employee Relations, Public Relations, Persuasive Presentations, Contract Negotiation, Employee Development, Customer Satisfaction, Revenue Enhancement, Expense Budget..., Multi-Site Operations, Nonprofits, Management, Budgets, Leadership, Program Management, Elder Care, Recruiting, Sales, Leadership Development, Consulting, Market Research, Finance, Networking, Team Building, Training, Long-term Care, Healthcare Management, Public Speaking, Healthcare Consulting, Customer Service, Executive Search

Education
Southern Oregon University   1997 — 2002
Bachelor of Science, Business Administration

John Moeller John Moeller Cedar Rapids, Iowa Area Details
John Moeller's CliftonLarsonAllen LLP Experience November 2007 - December 2012
Job Principal at CliftonLarsonAllen
Industry Computer Networking
Experience
CliftonLarsonAllen  January 2013 - Present
CliftonLarsonAllen LLP   November 2007 - December 2012
RSM McGladrey  2003 - 2007
Entre Information Systems  1990 - 2000

Skills
CISSP, CEH, Security+, A+, CISA, IT Audit, Disaster Recovery, ECSA, Penetration Testing, Information Security, Security, Network Security, Network Administration, Security Awareness, Vulnerability Assessment

Education
Capella University   2010 — 2012
Bachelor of Science in Information Technology, Information Assurance and Security, 4.0

Indian Hills Community College   1984 — 1986
Associate of Applied Science, Computer Maintenance

Jeff Weldon Jeff Weldon Greater Minneapolis-St. Paul Area Details
Jeff Weldon's CliftonLarsonAllen LLP Experience January 2000 - July 2005
Job EVP/Chief Financial Officer at United Prairie Bank
Industry Banking
Experience
United Prairie Bank  August 2005 - Present
Feeding Our Communities Partners  April 2012 - September 2013
CliftonLarsonAllen LLP   January 2000 - July 2005
TCF Bank  January 1997 - January 2000

Skills
Banking, Financial Institutions, Financial Reporting, Retail Banking, Accounting, Executive Management, Process Improvement, Financial Services, Cash Management, Financial Analysis, Commercial Banking, Credit, Credit Analysis, Finance, Managerial Finance, Portfolio Management, Small Business Lending, Leadership, Budgets, Strategic Planning, Risk Management

Education
Minnesota State University, Mankato   1991 — 1996
Bachelor of Science (B.S.), Finance

Salvatore Nuccio Salvatore Nuccio Greater Minneapolis-St. Paul Area Details
Salvatore Nuccio's CliftonLarsonAllen LLP Experience September 2015 - Present
Job Incoming Financial Consultant
Industry Financial Services
Experience
The Calhoun beach club   August 2015 - Present
WorldVentures Foundation   October 2015 - Present
CliftonLarsonAllen LLP   September 2015 - Present
ProtaxRx   August 2014 - Present
Liberty Tax Service  January 2013 - July 2014
South Beach Group Hotels  February 2013 - 2013
Legacy Firm   January 2010 - December 2012
Collina Flowers   2007 - 2008

Skills
Microsoft Office, Social Media, Public Speaking, Microsoft Word, Outlook, Event Planning, Research, Microsoft Excel, Customer Service, PowerPoint, Accounting, Accounts Receivable, Auditing, Bookkeeping, Finance, Financial Accounting, Financial Reporting, Tax, Tax Returns, Business Analysis, Litigation, Leadership, Financial Analysis, Management, Sales, Marketing, Time Management

Education
University of Minnesota-Twin Cities
Bachelor’s Degree, Entrepreneurship/Entrepreneurial Studies

Normandale Community College   2011 — 2015
Associate’s Degree, Business Administration and Management, General

Miami Dade College   2013 — 2014
Associate's degree, Business Administration and Management, General

Montverde Academy   2004 — 2008
High School, College/University Preparatory and Advanced High School/Secondary Diploma Program

Sandra Hinckley Sandra Hinckley Cedar Hill, Texas Details
Sandra Hinckley's CliftonLarsonAllen LLP Experience September 2015 - Present
Job Tax Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   September 2015 - Present
Sanford, Baumeister & Frazier, LLP   December 2013 - August 2015
Pregnancy Help 4 U   October 2011 - February 2012

Skills
Journal Entries, QuickBooks, Financial Statements, Accounting, Microsoft Excel, Tax Preparation, GAAP, Microsoft Word, PowerPoint, Financial Reporting, Microsoft Office, General Ledger, Financial Accounting, Financial Analysis, Tax

Education
Mountain View College   2014 — 2015
Certificate, CPA Program

The University of Texas at Arlington   2012 — 2014
Bachelor of Business Administration (B.B.A.), Accounting, Magna Cum Laude

The University of Texas at Arlington
Summer International Tax Graduate Class

Dallas County Community College   2009 — 2010
Certificate, Accounting Clerk

Dallas County Community College   2006 — 2007
Associate's degree, General Science

Joseph Duda, CPA Joseph Duda, CPA Rochester, Minnesota Area Details
Joseph Duda, CPA's CliftonLarsonAllen LLP Experience July 2012 - Present
Job Director, Tax at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 2012 - Present
AgStar Financial Services, ACA   February 2011 - June 2012
Smith Schafer & Associates Ltd  December 2001 - January 2011

Skills
Accounting, Assurance, Auditing, Finance, Financial Reporting, Financial Statements, Income Tax, Tax, Small Business, Tax Accounting, Tax Returns, Tax Preparation, GAAP, Analysis, CRM, Nonprofits

Education
Saint Mary's University of Minnesota   1997 — 2001
Bachelor of Arts, Accounting

Lourdes High School   1993 — 1997

Amanda K. Gregg, CPA Amanda K. Gregg, CPA Phoenix, Arizona Details
Amanda K. Gregg, CPA's CliftonLarsonAllen LLP Experience July 2009 - June 2015
Job Senior Corporate Accountant at BarS Foods Co.
Industry Accounting
Experience
Bar-S Foods Co.  July 2015 - Present
CliftonLarsonAllen LLP   July 2009 - June 2015

Skills
Auditing, CPA, GAAP, US GAAP, Internal Controls, Assurance, Accounting, Tax, Financial Reporting, Financial Statements, Financial Accounting, Tax Preparation, Corporate Tax, External Audit, General Ledger, Income Tax, Tax Accounting

Education
Northern Arizona University, College of Business Administration   2004 — 2009
Bachelor of Science (BS), Accounting

Glenn Christy Glenn Christy Kensington, Maryland Details
Glenn Christy's CliftonLarsonAllen LLP Experience July 2015 - Present
Job Proposal Writer/Federal Government
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 2015 - Present

Education
Princeton University, Princeton, NJ
Bachelor's degree

Rachel (Jones) Mitchell Rachel (Jones) Mitchell Bloomington/Normal, Illinois Area Details
Rachel (Jones) Mitchell's CliftonLarsonAllen LLP Experience January 2012 - April 2012
Job Financial Accountant at Kerry
Industry Accounting
Experience
Kerry Ingredients  March 2015 - Present
Kerry  March 2014 - March 2015
CIT Group, Inc.   December 2012 - March 2014
Illinois State University, Redbird Arena   May 2012 - May 2013
CliftonLarsonAllen LLP   January 2012 - April 2012
Peoria Chiefs Community Baseball LLC  March 2011 - September 2011
Niemann Foods, Inc.   June 2008 - May 2011
Parkland College, Center for Academic Success   August 2009 - May 2010

Skills
Goal Oriented, Attention To Detail, Supervisory Skills, Fast Learning, Time Management, Microsoft Excel, Customer Service, Administrative Office..., Peer Tutoring, Teamwork, Accounting, Leadership, Internal Audit, Tax, Financial Reporting, Auditing, Microsoft Office, CPA, Analysis, Financial Analysis, Accounts Payable, Accounts Receivable, Access, Account Reconciliation, Tax Preparation, Financial Statements, Bookkeeping, Microsoft Word, PowerPoint, Financial Accounting, Training, General Ledger

Education
IPT Property Tax School 2014   2014 — 2014

Illinois State University   2012 — 2013
Master of Science (M.S.), Accountancy, 3.90/4.00

Illinois State University   2010 — 2012
Bachelor of Science (B.S.), Financial Accounting, 3.86/4.00

Parkland College   2008 — 2010
A.A.S., Business Administration, 4.00/4.00

Michelle Chlebowski Michelle Chlebowski Saint Louis, Missouri Details
Michelle Chlebowski's CliftonLarsonAllen LLP Experience October 2013 - February 2015
Job Accountant
Industry Accounting
Experience
Store Supply Warehouse  March 2015 - August 2015
CliftonLarsonAllen LLP   October 2013 - February 2015
RubinBrown LLP  February 2012 - April 2012
RubinBrown LLP  February 2011 - April 2011

Education
City University of London   2012 — 2013
Masters of International Accounting, Accounting and Finance

Maryville University of Saint Louis   2005 — 2008
Bachelor's degree, Accounting

Megan Nail, SPHR-CA, SHRM-SCP Megan Nail, SPHR-CA, SHRM-SCP Indianapolis, Indiana Area Details
Megan Nail, SPHR-CA, SHRM-SCP's CliftonLarsonAllen LLP Experience November 2004 - June 2012
Job Human Resources & Compensation Manager at Faegre Baker Daniels LLP
Industry Law Practice
Experience
Faegre Baker Daniels LLP  July 2012 - Present
CliftonLarsonAllen LLP   November 2004 - June 2012
Target Corporation  June 2002 - November 2004

Skills
Talent Management, Business Strategy, Talent Acquisition, Performance Management, Organizational..., Leadership Development, Training & Development, Strategy Development, Employee Engagement, Employee Relations, College Recruiting, Full-cycle Recruiting, Change Management, Leading Change, Ultipro, Checkpoint Learning, Silkroad, PDI 360 Certified Coach, Mergers & Acquisitions, Coaching, Employee Handbooks, Management, Strategy, Organizational..., Workshop Facilitation, Recruiting, Human Resources, Consulting, Training, HRIS, Employee Training, ADP Payroll, New Hire Orientations, Employee Benefits, Applicant Tracking..., Interviews, Internet Recruiting, Team Leadership, Policy, HR Policies, Onboarding, Leadership, Succession Planning, Employment Law, Program Management, Workforce Planning, Compensation & Benefit, Conflict Resolution, Hiring, FMLA

Education
Purdue University   2000 — 2002
Master of Science, Organizational Communication

University of Dayton   1996 — 2000
B.A., Communication Management & Spanish

Emma Poppy Emma Poppy Houston, Texas Area Details
Emma Poppy's CliftonLarsonAllen LLP Experience March 2014 - September 2014
Job Client Service Representative Bookkeeper
Industry Accounting
Experience
Kenneth Eichner CPA   March 2015 - Present
Poppy CPA   January 2000 - Present
McGladrey  September 2014 - March 2015
CliftonLarsonAllen LLP   March 2014 - September 2014
Land O'Lakes  January 2014 - March 2014
US Bank  May 2011 - August 2013
Poppy Accounting LLC   October 2008 - May 2011

Skills
Accounting, Cash Management, QuickBooks, Accounts Payable, Account Reconciliation, Accounts Receivable, Finance, Banking, Financial Reporting, Access, Financial Statements, Spreadsheets, 10 Key, Auditing, Income Tax, Tax Returns

Education
Metropolitan State University   2014 — 2016
Bachelor's degree, Accounting

Century College   2012 — 2013
Associate of Arts (AA), Accounting

Frank Furlan CPA Frank Furlan CPA Greater Seattle Area Details
Frank Furlan CPA's CliftonLarsonAllen LLP Experience March 2007 - January 2015
Job Controller Nichols Brothers Boat Builders
Industry Accounting
Experience
Nichols Brothers Boat Builders  January 2015 - Present
CliftonLarsonAllen LLP   March 2007 - January 2015
Lockitch, Clements and Rice PS   March 2007 - August 2011
Renaware International Inc   January 2004 - March 2007
Columbia Industries  January 2002 - January 2004

Skills
Single Audit, Tax, QuickBooks, Accounting, Profx, Auditing, S Corporations, Cost Segregation, Financial Statement..., Compilation Of..., Partnership Taxation, Tax Research, ProSystem fx Tax, Data Mining, Crystal Reports, Microsoft Excel, Access, Microsoft SQL Server, Internal Controls, Sarbanes-Oxley Act, GAAP, Financial Reporting, Corporate Tax, Financial Audits, CPA, US GAAP, Tax Accounting, Assurance, Tax Preparation, Financial Statements, External Audit, International Tax, Analysis, Sarbanes-Oxley, Cost Accounting, IFRS

Education
Eastern Washington University   1992 — 1994
Bachelor of Business Administration (BBA)

Michigan Technological University   1986 — 1988

Nanaimo District Senior Secondary   1984 — 1985
HS Diploma

Samantha Metcalf Samantha Metcalf Greater Minneapolis-St. Paul Area Details
Samantha Metcalf's CliftonLarsonAllen LLP Experience August 2005 - December 2012
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen  November 2012 - Present
CliftonLarsonAllen LLP   August 2005 - December 2012
Blanski Peter Kronlage & Zoch CPAs   2001 - 2005

Skills
Accounting, GAAP, Tax, Auditing, Tax Preparation, Corporate Tax, Internal Controls, US GAAP, Income Tax, Tax Accounting, Partnership Taxation, Tax Returns, Tax Research, Financial Reporting, SEC filings, Assurance, Financial Accounting, Financial Statements

Education
Saint Mary's University of Minnesota   1997 — 2001
Accounting

Mary Jo Hughes Mary Jo Hughes Harleysville, Pennsylvania Details
Mary Jo Hughes's CliftonLarsonAllen LLP Experience October 1999 - Present
Job Senior Accountant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   October 1999 - Present

Skills
CPA, GAAP, Financial Reporting, Tax, Financial Accounting, Tax Preparation, Financial Statements, Corporate Tax, Income Tax

Education
Bloomsburg University of Pennsylvania   1975 — 1977
Bachelor’s Degree, Accounting and Business/Management

Michael Meidel Michael Meidel Danville, Illinois Details
Michael Meidel's CliftonLarsonAllen LLP Experience June 1997 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 1997 - Present

Education
Illinois State University   1995 — 1997
Bachelors, Accounting

Stacey Oberg, CPA Stacey Oberg, CPA Alexandria, Minnesota Details
Stacey Oberg, CPA's CliftonLarsonAllen LLP Experience November 2012 - Present
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2012 - Present
CarlsonHighland, LLP   December 2010 - November 2012
Office of the State Auditor  June 2010 - December 2010

Skills
Accounting, Financial Reporting, GAAP, CPA, Auditing, Internal Controls, Microsoft Excel, Financial Accounting, Microsoft Office, Tax Preparation, Financial Analysis, Tax, QuickBooks, Financial Statements, General Ledger, US GAAP, Corporate Tax, Tax Returns, Income Tax, Assurance, Accounts Payable, Microsoft Word, Tax Accounting, Accounts Receivable, Outlook

Education
College of Saint Benedict   2006 — 2010
Bachelor of Arts (B.A.), Accounting

West Central Area High School

Roy M. Ruivo, CPA Roy M. Ruivo, CPA Quincy, Massachusetts Details
Roy M. Ruivo, CPA's CliftonLarsonAllen LLP Experience July 2015 - Present
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 2015 - Present
Gray, Gray & Gray   August 2014 - July 2015
CliftonLarsonAllen  January 2012 - August 2014

Skills
GAAP, CPA, Accounting, Auditing, Tax, Tax Preparation, Assurance, Internal Controls, Financial Reporting, US GAAP, Financial Accounting, Corporate Tax

Education
Bryant University   2011 — 2011
Masters in Professional Accountancy (MPAc)

Bryant University   2007 — 2011
Bachelor of Science (B.S.), Business Administration, Accounting & Economics

Bill Drimel Bill Drimel Greater Milwaukee Area Details
Bill Drimel's CliftonLarsonAllen LLP Experience September 1984 - Present
Job National Technical Partner, Assurance Services at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   September 1984 - Present

Education
Saint John's University   1973 — 1978
BA, accounting

David Legge, CPA,CTGA, CFrA, CRP David Legge, CPA,CTGA, CFrA, CRP Washington D.C. Metro Area Details
David Legge, CPA,CTGA, CFrA, CRP's CliftonLarsonAllen LLP Experience January 2012 - December 2014
Job President/ CEO at LeggeGroup
Industry Accounting
Experience
LeggeGroup   2015 - Present
CliftonLarsonAllen LLP   January 2012 - December 2014
LarsonAllen LLP  2008 - January 2012
Schreiner, Legge & CO   1984 - 2008
Schreiner, Legge & Co.   September 1979 - December 1983

Skills
Fraud Investigations, Consultant- Credit..., ATM network consultant, ATMs, Accounting, Credit Unions, Auditing, Fraud, Tax, CPA, Risk Management, Internal Controls, Nonprofits, Governance, Banking, Financial Institutions, GAAP, Financial Services, Financial Reporting, Internal Audit, Tax Preparation, General Ledger, Mergers & Acquisitions, Enterprise Risk..., Forensic Accounting, Financial Statements, US GAAP, Tax Research, Financial Accounting, Assurance, Tax Accounting, Income Tax, SEC filings, Corporate Tax, Sarbanes-Oxley Act, S Corporations, Accountants, Tax Returns, External Audit, Fixed Assets, Financial Analysis, QuickBooks, Financial Audits, Sales Tax, Tax Advisory, Cash Flow, Managerial Finance, Strategic Financial..., Business Valuation, Finance

Education
American University   1971 — 1975
BSBA, Accounting

Kathleen Abraham Kathleen Abraham Peoria, Illinois Area Details
Kathleen Abraham's CliftonLarsonAllen LLP Experience October 2013 - Present
Job Internal Finance at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   October 2013 - Present
CiftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  2009 - 2011
Clifton Gunderson LLP  2005 - 2009

Skills
CPA, Accounting, Corporate Tax, Tax Preparation, Tax, Financial Reporting, Income Tax, Tax Accounting

Education
Michigan State University

Landry Christofferson, CPA Landry Christofferson, CPA Greater Seattle Area Details
Landry Christofferson, CPA's CliftonLarsonAllen LLP Experience November 2012 - June 2015
Job Tax Senior at Peterson Sullivan LLP
Industry Accounting
Experience
Peterson Sullivan LLP  June 2015 - Present
CliftonLarsonAllen LLP   November 2012 - June 2015
CliftonLarsonAllen LLP   January 2012 - November 2012
LarsonAllen  December 2011 - January 2012
Nitax Services, Inc   October 2009 - November 2011
Falco Sult & Company   September 2008 - September 2009
Nitax Financial Services   August 2005 - August 2006

Skills
Accounting, Tax Preparation, Training, Tax Research, Team Leadership, Consulting, Small Business, S Corporations, Fixed Assets, Revenue Recognition, High Net Worth..., State Tax, Partnerships, Recruiting, Personal Tax Planning, Corporate Tax, Financial Accounting, Financial Statements, QuickBooks, Tax, Tax Returns

Education
Western Washington University   2006 — 2008
Accounting, Accounting

Edmonds Community College   2005 — 2006
AA in Business Administration, Business Administration and Management, General

Joshua Poisson Joshua Poisson Irvine, California Details
Joshua Poisson's CliftonLarsonAllen LLP Experience August 2009 - December 2013
Job Senior Accountant at White Nelson Diehl Evans LLP
Industry Accounting
Experience
White Nelson Diehl Evans LLP  January 2014 - Present
CliftonLarsonAllen LLP   August 2009 - December 2013
99 Restaurant and Pub  December 2001 - December 2005

Skills
Customer Service, Operational Efficiency, Consulting, Government Auditing, Tax Returns, Supervisory Experience, Microsoft Office, Internal Controls, Auditing, Financial Reporting, State Compliance, Single Audit, Financial Statements, Business Travel, Multi Tasking, GAAP, Tax Preparation, SEC filings, General Ledger, Corporate Tax, Income Tax, Financial Accounting, Bookkeeping, Accounting, US GAAP, Tax, Accounts Receivable, CPA, QuickBooks, Assurance

Education
University of Arizona, Eller College of Management   2004 — 2008
Bachelors, Accounting

Louisiana State University   2009 — 2009
Accounting

Pima Community College   2009 — 2009

Pembroke Academy High School   2000 — 2004

Herb Dantzler, CPA, CGFM, MA Herb Dantzler, CPA, CGFM, MA Washington D.C. Metro Area Details
Herb Dantzler, CPA, CGFM, MA's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Senior Manager at Clifton Gunderson LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  September 2001 - December 2011

Skills
Federal Government, Auditing

Education
Central Michigan University
MA, Management

University of South Carolina-Columbia
BS, Accounting

Darren Paumen, CPA, RPA Darren Paumen, CPA, RPA Greater Minneapolis-St. Paul Area Details
Darren Paumen, CPA, RPA's CliftonLarsonAllen LLP Experience May 2002 - Present
Job Director at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   May 2002 - Present
Schechter Dokken Kanter  July 1999 - May 2002

Skills
ERISA, Defined Benefit, ESOP, Profit Sharing, Employee Benefits, Defined Contribution, Pensions, Retirement Planning, Tax, Auditing, CPA, Accounting, Financial Reporting

Education
Southwest Minnesota State University   1995 — 1999
Accounting

Chad Kunze Chad Kunze Phoenix, Arizona Details
Chad Kunze's CliftonLarsonAllen LLP Experience January 1994 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 1994 - Present

Education
St. Cloud State University   1989 — 1994

Jeffrey Gross Jr. Jeffrey Gross Jr. Greater St. Louis Area Details
Jeffrey Gross Jr.'s CliftonLarsonAllen LLP Experience November 2009 - October 2012
Job Senior Financial Analyst at BJC HealthCare
Industry Accounting
Experience
BJC HealthCare  August 2014 - Present
BJC HealthCare  January 2013 - August 2014
CliftonLarsonAllen  November 2012 - January 2013
CliftonLarsonAllen LLP   November 2009 - October 2012
LarsonAllen  November 2007 - October 2009

Skills
GAAP, CPA, Tax, Auditing, Internal Controls, Accounting, Financial Accounting, Financial Reporting, Financial Statements, General Ledger, US GAAP

Education
Southern Illinois University, Edwardsville   2006 — 2007
MBA

Southeast Missouri State University   2001 — 2005
Bachelor of Science, Accounting

Gina Sallstrom Gina Sallstrom Madison, Wisconsin Area Details
Gina Sallstrom's CliftonLarsonAllen LLP Experience July 2010 - Present
Job Client Service Assistant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 2010 - Present
Grant Thornton LLP  2003 - 2010
High Point Church  1997 - 2003
RMT  1992 - 1997

Skills
Accounts Payable, Accounts Receivable, Hands-on Training, Financial Audits, Tax Returns, Client Billing, Ordering Office Supplies, Preparation Of Proposals, Customer Oriented, Financial Statements, US GAAP

Education
Drake University
Social Psychology

Highland Community College

Greta Goddard Greta Goddard The Colony, Texas Details
Greta Goddard's CliftonLarsonAllen LLP Experience June 2012 - August 2012
Job Assurance Associate at Goldin Peiser & Peiser, LLP
Industry Accounting
Experience
Goldin Peiser & Peiser, LLP   August 2013 - Present
Busey  December 2009 - September 2013
Illini Elite Volleyball Club   September 2011 - December 2012
CliftonLarsonAllen LLP   June 2012 - August 2012
Gordmans  March 2008 - July 2010

Skills
Accounting, Assurance, Retail Banking, Coaching, Auditing, Banking, Customer Service, Cash Management, Sales, Financial Accounting, Microsoft Excel, Outlook, Financial Reporting, Payroll, Finance, QuickBooks, Account Reconciliation, GAAP, Financial Analysis

Education
Illinois State University   2010 — 2013
Bachelors of Science; Master of Professional Accountancy, Accounting

Parkland College   2008 — 2010
Associate of Science (AS), Accounting

Sarah Moran, MA Sarah Moran, MA Greater Minneapolis-St. Paul Area Details
Sarah Moran, MA's CliftonLarsonAllen LLP Experience March 2011 - August 2012
Job Learning & Development Manager at The Toro Company
Industry Accounting
Experience
The Toro Company  August 2012 - Present
CliftonLarsonAllen LLP   March 2011 - August 2012
Perrigo (formerly Paddock Laboratories)   March 2003 - February 2011
University of St. Thomas  2000 - 2003
Minnesota Environmental Initative   1996 - 2000

Skills
Succession Planning, Organizational..., Change Management, Leadership Development, Training Management, Training Facilitation, Employee Engagement, Leadership, Strategy, Talent Management, Training, Management, Program Management, Project Management

Education
University of Saint Thomas   2001 — 2007
Master of Arts, Human Resource Development

St. Olaf College   1989 — 1993
BA, Math & Environmental Studies

St. Cloud Technical High School   1985 — 1989

Mary Marino Mary Marino Greater Seattle Area Details
Mary Marino's CliftonLarsonAllen LLP Experience January 2009 - Present
Job Tax Principal, Manufacturing & Distribution
Industry Financial Services
Experience
Bellevue Arts Museum  October 2014 - Present
CliftonLarsonAllen LLP   January 2009 - Present
Washington Society of CPAs  2009 - June 2014
Boys & Girls Clubs of King County  2005 - June 2012
Jefferson Wells  April 2005 - January 2009
McGladrey & Pullen/ RSM McGladrey   August 1999 - April 2005

Skills
Tax, CPA, Corporate Tax, Tax Accounting, Mergers, Tax Research, International Tax

Education
University of Arizona   1979 — 1980
MBA, Accounting & FInance

Simmons College
BA, Communications

Sondra Glenn Sondra Glenn St. Cloud, Minnesota Area Details
Sondra Glenn's CliftonLarsonAllen LLP Experience 1994 - Present
Job CPA, Partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   1994 - Present
Deloitte & Touche  1990 - 1993

Skills
Auditing

Education
St. Cloud State University   1985 — 1989

Geoff Caufman Geoff Caufman Greater Minneapolis-St. Paul Area Details
Geoff Caufman's CliftonLarsonAllen LLP Experience May 2009 - September 2014
Job Senior Consultant at LarsonAllen
Industry Accounting
Experience
Semi-Retired  October 2014 - Present
CliftonLarsonAllen LLP   May 2009 - September 2014
CliftonLarsonAllen LLP   May 2009 - September 2014
Frank Consulting PLLP   December 2004 - April 2009
Tentmakers  2004 - 2005
Executrain  2001 - 2002

Skills
Non-profits, Accounting, Management Consulting, Financial Reporting, Financial Analysis, Strategic Planning, Budgets, Leadership, Leadership Development, Organizational..., Process Improvement, Strategy, Coaching, Program Management, Management, Training, Nonprofits, Internal Controls

Education
University of Minnesota - Carlson School of Management   1960 — 1965
Bachelor of Science Business, Accounting

Bethel Seminary-St. Paul   1965 — 1970

Ronald Nielsen Ronald Nielsen Des Moines, Iowa Area Details
Ronald Nielsen's CliftonLarsonAllen LLP Experience June 1998 - Present
Job Principal, CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 1998 - Present
Mosebach Griffith & Company   March 1964 - June 1998

Skills
Forensic Accounting, Litigation Support, Litigation Consulting, Business Valuation, Tax, CPA, Certified Fraud Examiner, Corporate Tax, Financial Planners, Valuation

Education
AIB College of Business   1962 — 1964
Associate of Arts Degree, Accounting and Business/Management

AIB College of Business   1962 — 1964
Associate of Arts (AA), Accounting and Business/Management

Tim Winters Tim Winters Peoria, Illinois Area Details
Tim Winters's CliftonLarsonAllen LLP Experience April 2006 - January 2012
Job Information Systems Management
Industry Information Technology and Services
Experience
CliftonLarsonAllen  January 2012 - Present
CliftonLarsonAllen LLP   April 2006 - January 2012
Bradley University  1999 - 2006
ComEd  1985 - 1997

Skills
IT Strategy, Disaster Recovery, Active Directory

Education
Bradley University   1999 — 2006
Business Administration and Management, General

Bradley University   1991 — 1997

Nicholas Loehlein Nicholas Loehlein St. Cloud, Minnesota Area Details
Nicholas Loehlein's CliftonLarsonAllen LLP Experience 1999 - 2004
Job VP of Investments & Insurance planning at Diversified Wealth Management
Industry Financial Services
Experience
Diversified Wealth Management  April 2014 - Present
AXA Advisors, LLC  April 2006 - April 2014
JRA Financial Advisors  March 2004 - July 2006
CliftonLarsonAllen LLP   1999 - 2004

Skills
Investments, Insurance, Fixed Annuities, Securities, Retirement Planning, Life Insurance, Investment Advisory, Finance, Tax, FINRA, Series 7, Mutual Funds, Retirement, Series 63, Asset Allocation

Education
Saint Cloud State University - G.R. Herberger College of Business   1997 — 2001
B.S., Economic Business, Economics

St. Cloud State University   1997 — 2001
Bachelor of Arts (B.A.), Ecomomic Business

Yassir Karam Yassir Karam Indianapolis, Indiana Area Details
Yassir Karam's CliftonLarsonAllen LLP Experience 1998 - Present
Job Managing Principal
Industry Accounting
Experience
CliftonLarsonAllen LLP   1998 - Present

Education
Indiana University Robert H. McKinney School of Law   1992 — 1996

Butler University   1991 — 1994
MBA

MARRIAN COLLEGE   1988 — 1991

Indiana University-Purdue University at Indianapolis

Indiana University-Purdue University at Indianapolis

Amanda Gustafson Amanda Gustafson Greater Minneapolis-St. Paul Area Details
Amanda Gustafson's CliftonLarsonAllen LLP Experience August 2007 - Present
Job Tax Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   August 2007 - Present
CliftonLarsonAllen LLP   December 2003 - August 2007
Grant Thornton  2001 - 2003

Skills
Accounting, Tax Research, CPA, S Corporations, Tax, Income Tax, Tax Returns, Corporate Tax, ProSystem fx Tax, Fixed Assets, Tax Accounting, Tax Preparation

Education
Concordia College   1996 — 2001
Bachelor of Arts (B.A.), Accounting

Bert Rosenberg Bert Rosenberg Greater Chicago Area Details
Bert Rosenberg's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Village of Arlington Heights  2000 - Present
Clifton Gunderson LLP  1991 - 2012
Doty, Jarrow & Co.   1973 - 1991

Skills
Accounting, Tax, Estate Planning, Payroll, Small Business, Income Tax, Team Building, CPA, Nonprofits, Tax Law, GAAP, Sales Tax, Corporate Tax, Accounts Receivable, Financial Accounting, Tax Preparation, Finance, Financial Reporting, Microsoft Excel, Strategic Planning, Budgets, Insurance, Management, Financial Statements, Customer Service, Event Planning, Banking

Education
Northern Illinois University   1969 — 1973

David Peak David Peak Greater Denver Area Details
David Peak's CliftonLarsonAllen LLP Experience November 2004 - Present
Job Senior Manager at CliftonLarsonAllen
Industry Government Administration
Experience
CliftonLarsonAllen LLP   November 2004 - Present

Education
Fort Lewis College   1968 — 1972

Patrick Sturz Patrick Sturz United States Details
Patrick Sturz's CliftonLarsonAllen LLP Experience January 1995 - Present
Job Partner at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen, LLP  January 1995 - Present
Sturz Farm   1980 - 1994

Skills
Corporate Tax, Tax Preparation, Income Tax, Tax, Fixed Assets, Accounting, Sales Tax, Financial Reporting, Financial Analysis, Financial Modeling, Mergers, Forensic Accounting, CPA

Education
University of Wisconsin-Eau Claire   1989 — 1994
Accounting

Chippewa Valley Technical College   1988 — 1989
Farm/Farm and Ranch Management

Todd Etheridge Todd Etheridge Rockford, Illinois Area Details
Todd Etheridge's CliftonLarsonAllen LLP Experience July 1993 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   July 1993 - Present

Skills
CPA, Accounting, Auditing, Financial Reporting, GAAP, Assurance, External Audit, US GAAP, Tax Preparation, Financial Accounting, Income Tax, Corporate Tax, General Ledger, Tax, Financial Statements, Internal Controls

Education
Augustana College   1991 — 1993
BA in Accounting, Accounting

Sue Jasinski Sue Jasinski Peoria, Illinois Area Details
Sue Jasinski's CliftonLarsonAllen LLP Experience November 2013 - Present
Job Outsourcing Director, CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   November 2013 - Present
CliftonLarsonAllen LLP   August 2013 - November 2013
The Iona Group  May 2012 - June 2013
Float Mobile Learning  May 2012 - June 2013
CliftonLarsonAllen  January 2012 - May 2012
Clifton Gunderson LLP  January 2009 - January 2012
Clifton Gunderson LLP  January 2008 - April 2008
McDonald's Corporation  1996 - 1997
McDonald's Corporation  1995 - 1996
McDonald's Corporation  1994 - 1995

Skills
Financial Reporting, Strategic Financial..., Microsoft Office, Financial Analysis, Strategic Planning, Revenue Recognition, Operations Management, Financial Audits, Tax, Accounting, Auditing, CPA, Finance, GAAP, Management, Training, US GAAP

Education
Northern Illinois University - College of Business   1986 — 1990
Bachelor of Science (BS), Accounting

Mitchell Gerstein Mitchell Gerstein Greater Philadelphia Area Details
Mitchell Gerstein's CliftonLarsonAllen LLP Experience 2006 - Present
Job National Leader of ForProfit Tax Health Care at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   2006 - Present
Tax Freedom Institute   1993 - 2011
Beth David Reform   2004 - 2008
Ostroff Fair & Co. PC   1986 - 2006
Katz & Lord   1983 - 1986

Skills
Tax, CPA, Income Tax, Accounting, Strategic Financial..., Corporate Tax, Tax Preparation, Partnership Taxation, Financial Planners, Tax Accounting, Tax Research, IRS, S Corporations, Tax Returns, Business Advisory, Succession Planning, Sales Tax, Financial Accounting, Fixed Assets, High Net Worth..., Estate Tax Planning, Estate Planning, Estate Law, Mergers, Retirement, Bookkeeping, GAAP, Tax Advisory, Auditing

Education
Widener University   1990 — 1993
Masters of Science, Taxation

Drexel University - LeBow College of Business   1981 — 1986
Bachelor, Business Administration

Northeast High School

Diane DiFebbo Diane DiFebbo Orlando, Florida Area Details
Diane DiFebbo's CliftonLarsonAllen LLP Experience June 2001 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 2001 - Present
KPMG Peat Marwick  October 1996 - October 2000

Skills
CPA, GAAP, Corporate Tax, Accounting, Partnership Taxation, Auditing, Tax, Budgets, Non-profits, Strategic Planning, Financial Analysis, Financial Reporting, Internal Controls, Tax Preparation, Tax Accounting, US GAAP, Management Consulting, S Corporations, Internal Audit, Accountants, International Tax, Small Business, Corporate Finance, Forecasting, IFRS, Cash Flow, Analysis, Forensic Accounting, General Ledger, Tax Returns, Tax Advisory, Sarbanes-Oxley Act, Financial Modeling, Revenue Recognition, Bookkeeping, Payroll, Variance Analysis, Tax Research, Cost Accounting, Mergers & Acquisitions, Assurance, Due Diligence, QuickBooks, Financial Statements, Income Tax, Sales Tax, Tax Law, Account Reconciliation, Sarbanes-Oxley, Higher Education

Education
Drexel University - LeBow College of Business   1994 — 1996
BS, Accounting

Lee Colclasure Lee Colclasure Richland/Kennewick/Pasco, Washington Area Details
Lee Colclasure's CliftonLarsonAllen LLP Experience January 2003 - Present
Job Engagement Director at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2003 - Present

Skills
Accounting, Auditing, CPA, Corporate Tax, Financial Accounting, Financial Analysis, Financial Reporting, GAAP, Internal Controls

Education
Gonzaga University - School of Business Administration   1998 — 2002
Accounting

Erin Million, CPA Erin Million, CPA Phoenix, Arizona Area Details
Erin Million, CPA's CliftonLarsonAllen LLP Experience January 2006 - May 2012
Job Director of Budgets and Grant Management at A New Leaf
Industry Accounting
Experience
A New Leaf  August 2015 - Present
Central Arizona Shelter Services  December 2014 - August 2015
Eide Bailly LLP  August 2013 - November 2014
CliftonLarsonAllen LLP   January 2006 - May 2012

Skills
CPA, US GAAP, GAAP, Assurance, Financial Reporting, Accounting, Auditing, External Audit, Financial Statements, Single Audit, General Ledger, Account Reconciliation

Education
Arizona State University West   2004 — 2006
BA, Accountancy

Doug Host Doug Host Brainerd, Minnesota Details
Doug Host's CliftonLarsonAllen LLP Experience October 2003 - Present
Job Principal at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen LLP   October 2003 - Present

Skills
Tax, Internal Controls, CPA, Auditing, GAAP, Income Tax, Tax Research, Corporate Tax, Accounting, Financial Reporting

Education
St. Cloud State University   1987 — 1991
Bachelor of Science (BS), Accounting

Mary Anne Hakim Mary Anne Hakim Washington D.C. Metro Area Details
Mary Anne Hakim's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Principal NonProfit Outsourcing Solutions at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
LarsonAllen  May 2005 - January 2012
Langan Associates, PC   December 1997 - May 2005

Skills
Accounting, Internal Controls, Financial Reporting, CPA, Financial Accounting, Non-profits, GAAP, Financial Analysis, Managerial Finance, Financial Statements, Budgets, General Ledger

Education
Concord Law School - Kaplan University   2004 — 2008
J.D., Law

American University - Kogod School of Business   2000 — 2003
M.S., Taxation

Georgetown University   1982 — 1986
BS, Languages and Linguistics

John Nardi John Nardi Phoenix, Arizona Area Details
John Nardi's CliftonLarsonAllen LLP Experience 1998 - 2004
Job John Nardi, CPA, PLLC
Industry Accounting
Experience
John Nardi, CPA, PLLC   March 2009 - Present
Jones Nardi, PLLC   2005 - 2009
CliftonLarsonAllen, LLP  1998 - 2004
Intesource, Inc.   2000 - 2001
Barry & Moore, P.C.   1999 - 2000

Skills
Tax Advisory, Tax Compliance, Tax, Bookkeeping, Accounting, CPA, Tax Preparation, US GAAP, Financial Reporting, Income Tax, Small Business, Accountants, Internal Controls, Partnership Taxation, Tax Research, Tax Accounting, GAAP, Financial Statements, Tax Returns, Forensic Accounting, General Ledger, Sales Tax, Payroll Taxes, Financial Accounting, SEC filings, Fixed Assets, Corporate Tax, QuickBooks, International Tax, Financial Analysis, Auditing, Finance, Management, Budgets, SEC Filings, Mergers & Acquisitions, Start-ups, Strategic Planning, Preparation

Education
Golden Gate University
Advanced Study, Master of Taxation

Arizona State University
Advanced Study, Master of Taxation Program

Northern Michigan University
Accounting, Accounting

Westwood High School

Kelly Davis, ERPA Kelly Davis, ERPA Phoenix, Arizona Area Details
Kelly Davis, ERPA's CliftonLarsonAllen LLP Experience December 2002 - Present
Job Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   December 2002 - Present
Grant Thornton LLP  June 1998 - November 2002

Skills
Deferred Compensation, Executive Compensation..., Tax favored health plans, Employee Benefit Plan..., Health Care Reform, Defined Benefit, CPA, Auditing, Internal Controls, Pension Administration, Financial Accounting, Financial Analysis

Education
College of St. Catherine   1994 — 1998
Bachelor's degree, Accounting

Mike Drexler Mike Drexler Phoenix, Arizona Area Details
Mike Drexler's CliftonLarsonAllen LLP Experience May 2006 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   May 2006 - Present
Validity Sensors, Inc.   2004 - 2005
SalesLogix  September 1999 - April 2001
Ernst & Young  January 1987 - September 1999

Skills
Financial Reporting, Sarbanes-Oxley Act, Capital Formation, Finance, CPA, GAAP, Tax, Auditing, Accounting, Software, Venture Capital, Internal Controls, Corporate Finance, Mergers, Financial Accounting, SEC filings, Business Valuation, US GAAP, Income Tax, Managerial Finance, Financial Modeling, Private Equity, Management Consulting, Tax Preparation, Tax Accounting, Financial Analysis, Forensic Accounting, Assurance, Due Diligence, Corporate Tax, Cash Flow, Mergers & Acquisitions

Education
New Mexico State University   1983 — 1986
Bachelor's-Accounting, Accounting

Janice Y Small Janice Y Small Highland Park, Illinois Details
Janice Y Small's CliftonLarsonAllen LLP Experience July 2008 - May 2013
Job Healthcare Supervisor at Steinberg Advisors, Ltd.
Industry Accounting
Experience
Steinberg Advisors, Ltd.   May 2013 - Present
CliftonLarsonAllen LLP   July 2008 - May 2013
Taxman Corporation   2007 - 2008
Warady & Davis LLP  1997 - 2007
W.W. Grainger   1990 - 1997
Grainger  1990 - 1997
International Jensen  1988 - 1990
Beatrice Companies  July 1982 - April 1987

Skills
ProAdvisor for..., Accounting softwares, Financial Reporting, Tax, Accounting, Financial Analysis, Financial Statements, Sarbanes-Oxley Act, Payroll, Forecasting, QuickBooks, General Ledger, Budgets, Accounts Payable, Auditing, Internal Audit, Management, Accounting Applications

Education
Lake Forest Graduate School of Management   1990 — 1992
MBA, Business

University of Illinois at Urbana-Champaign - College of Business   1980 — 1982
BS, Accounting

Robert Colburn Robert Colburn Washington D.C. Metro Area Details
Robert Colburn's CliftonLarsonAllen LLP Experience November 2014 - Present
Job Outsourcing Consultant at CliftonLarsonAllen
Industry Financial Services
Experience
CliftonLarsonAllen LLP   November 2014 - Present
University Professional & Continuing Education Association   July 2013 - October 2014
Various Staffing Agencies  December 2012 - June 2013
Sarfino & Rhoades LLP   November 2011 - December 2012
Sheet Metal Workers' National Pension Fund  July 2009 - November 2011
Randstad  February 2008 - July 2009
Cavalier Telephone  July 2007 - January 2008
Transworld Entertainment  March 2006 - March 2007
Musicland  May 2005 - March 2006
GameStop  October 2003 - February 2005

Skills
Bill.com, Intacct, QuickBooks, Training, Budgets, Outlook, Customer Service, Recruiting, Human Resources, Microsoft Office, PowerPoint, Microsoft Word, Administration, Management, Event Planning, Payroll, Microsoft Excel, Strategic Planning, Nonprofits, Sales, Project Management, Account Management, Customer Satisfaction, Accounting, Analysis, Operations Management, Event Management, Employee Benefits, Financial Analysis, Financial Reporting, Spanish, Data Entry, Time Management, Employee Relations, Office Management, Performance Management, Dashboard Metrics, Membership Management, Non-profit..., Troubleshooting, Employee Training, Higher Education, Retail, Database Administration, Data Analysis, Account Reconciliation, Bank Reconciliation, Internal Audit, Financial Audits, Sales Operations

Education
University of Maryland University College   2006 — 2008
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

Montgomery College   2004 — 2008
Associate of Arts (A.A.), Business Administration and Management, General

A Stephen Rosa A Stephen Rosa Greater Philadelphia Area Details
A Stephen Rosa's CliftonLarsonAllen LLP Experience January 2011 - Present
Job CPA, Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2011 - Present
LarsonAllen LLP  January 2001 - December 2011
Mathieson Aitken Jemison   October 1988 - December 2000
Mathieson Aitken & Co.   October 1975 - September 1988

Skills
Accounting, CPA, Tax, Auditing, Bookkeeping, GAAP, Tax Preparation, Nonprofits, Financial Reporting

Education
Shippensburg University of Pennsylvania   1971 — 1975
BS, Accounting

Springfield Twp. High School   1968 — 1971
BS in Business Administration

Bill Potvin Bill Potvin Brainerd, Minnesota Details
Bill Potvin's CliftonLarsonAllen LLP Experience January 1988 - Present
Job Managing Principal CliftonLarsonAllen, Brainerd and Alexandria
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 1988 - Present
CliftonLarsonAllen  January 1988 - Present

Skills
Business consulting, Succession Planning, Tax preparation and..., Financial Statement..., Management Consulting, Income Tax, Tax, Financial Accounting, Estate Tax Planning, Start-ups, Budgets, Accounting, CPA, Financial Reporting, Strategic Financial..., Partnership Taxation, Tax Accounting, Internal Controls, Managerial Finance, GAAP, Tax Preparation, US GAAP, Corporate Tax, Auditing, Assurance, Tax Advisory, Tax Returns, S Corporations

Education
Bemidji State University   1973 — 1976
BS, Accounting

Gordon J. Vetsch, CPA Gordon J. Vetsch, CPA Greater Minneapolis-St. Paul Area Details
Gordon J. Vetsch, CPA's CliftonLarsonAllen LLP Experience January 1976 - Present
Job Health Care Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 1976 - Present
CliftonLarsonAllen LLP   January 1976 - Present

Skills
Accounting, Financial Reporting, CPA, Tax, Financial Analysis, GAAP, Internal Controls, Tax Preparation, Financial Accounting, Healthcare, Nonprofits, QuickBooks, Healthcare Consulting, Budgets, General Ledger, Financial Statements, Microsoft Excel, Strategic Planning, Corporate Tax, Income Tax

Education
St. John's University   1972 — 1975
Accounting

Dennis J. Whitlow, CPA Dennis J. Whitlow, CPA Chicago, Illinois Details
Dennis J. Whitlow, CPA's CliftonLarsonAllen LLP Experience January 2012 - September 2012
Job Assurance Financial Services at EY
Industry Financial Services
Experience
EY  February 2014 - Present
Ventas, Inc.   July 2013 - February 2014
ST Residential  October 2012 - June 2013
CliftonLarsonAllen, LLP  January 2012 - September 2012

Skills
Accounting, US GAAP, Microsoft Excel, Financial Reporting, Finance, Financial Services, Auditing, Real Estate, Broker-Dealer, Securities Exchange Act..., Asset-backed..., Derivatives, FINRA, SEC, Anti Money Laundering, Bank Secrecy Act, Economics

Education
University of Notre Dame - Mendoza College of Business
Master of Science in Finance Candidate

North Central College   2007 — 2011
Bachelor of Science (BS), Accounting (with distinction)

MIKE SETCHELL MIKE SETCHELL Rockford, Illinois Area Details
MIKE SETCHELL's CliftonLarsonAllen LLP Experience August 1998 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   August 1998 - Present

Skills
Tax Preparation, CPA, GAAP, Accounting, Corporate Tax, Auditing, Tax

Education
Southern Illinois University, Carbondale   1992 — 1997

Kristen Marino Kristen Marino Easton, Pennsylvania Details
Kristen Marino's CliftonLarsonAllen LLP Experience February 2014 - July 2015
Job Scheduling Assistant at Shared Services Center
Industry Executive Office
Experience
Shared Services Center  Scheduling AssistantShared Services CenterJuly 2015 - Present
CliftonLarsonAllen LLP   February 2014 - July 2015
CliftonLarsonAllen LLP   September 2013 - February 2014
Camden Body   September 2010 - April 2013
W.R. Grace   August 2004 - April 2010
J. Price International Truck, Inc.   June 2002 - August 2004
Enterprise Rent-A-Car  November 2000 - May 2002
Enterprise Rent-A-Car  June 1999 - November 2000

Skills
Microsoft Office, Customer Service, SAP, Process Improvement, Financial Analysis, Microsoft Excel, Financial Reporting, Team Building, Project Management, Microsoft Word, Accounting, Budgets, Accounts Receivable, Microsoft Word, Excel,..., CRM Databases, Cerner Works, HMS, Order Facilitator, CCC Pathways, AHIQA, Social Toaster, Navinet, Passport, NPI Registry

Education
Bergen Community College   1996 — 2003
Associate’s Degree, Liberal Arts and Sciences/Liberal Studies, 3.0

Susan B. Grupe, J.D. Susan B. Grupe, J.D. Minneapolis, Minnesota Details
Susan B. Grupe, J.D.'s CliftonLarsonAllen LLP Experience January 2012 - Present
Job Tax Director at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
LarsonAllen  September 2007 - January 2012
Ameriprise Financial Services, Inc.   February 2006 - April 2007
Faegre & Benson LLP  July 1989 - July 1996
Steptoe & Johnson LLP  September 1987 - April 1989
United States Tax Court  February 1986 - July 1987
Internal Revenue Service  July 1983 - February 1986

Education
Georgetown University Law Center   1984 — 1987
M.L.T., Taxation

American University, Washington College of Law   1979 — 1982
J.D., Law

State University of New York at Buffalo   1971 — 1974
BA, Psychology

James E. Callan, CPA James E. Callan, CPA St. Cloud, Minnesota Area Details
James E. Callan, CPA's CliftonLarsonAllen LLP Experience September 2014 - Present
Job Senior Tax Associate
Industry Accounting
Experience
CliftonLarsonAllen LLP   September 2014 - Present
McGladrey LLP  November 2011 - August 2014
Multiple Concepts Interiors, Inc   September 2005 - March 2011
St. Cloud State University  January 2009 - May 2009
Callan's Home Furniture, Inc   January 1993 - January 2005

Skills
Human Resources, CPA, Tax Preparation, Tax Research, Corporate Tax

Education
St. Cloud State University   2007 — 2011
Bachelor of Science, Accounting

Rasmussen College   2003 — 2007
Associate of Applied Science, Financial Accounting

Flo Zenblu Flo Zenblu Tucson, Arizona Area Details
Flo Zenblu's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Senior EBS Associate at CliftonLarsonAllen LLC
Industry Accounting
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Clifton Gunderson LLP  January 2007 - January 2012
Clifton Gunderson LLP  January 2007 - December 2011

Education
California State University-Hayward
BS, Accounting

Valeria Parker Valeria Parker Arlington, Virginia Details
Valeria Parker's CliftonLarsonAllen LLP Experience December 2014 - Present
Job Office Manager at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   December 2014 - Present
CliftonLarsonAllen  February 2014 - Present
BDO LLP  November 2012 - May 2013
Argy, Wiltse & Robinson, P.C.   August 2001 - November 2012
Shoppers Food  October 1996 - July 2001

Skills
Accounting, Microsoft Office, CRM Databases, CCH Research, Management, Assembly Processes, E-file, STAR, Program Management, Microsoft Excel

Education
Northern Virginia Community College

Russ Courter Russ Courter Peoria, Illinois Area Details
Russ Courter's CliftonLarsonAllen LLP Experience July 1988 - April 2015
Job Director of Parish and School Finances at Diocese of Peoria
Industry Accounting
Experience
Diocese of Peoria  May 2015 - Present
CliftonLarsonAllen LLP   July 1988 - April 2015

Skills
CPA, US GAAP, Auditing, Internal Controls, Accounting, Tax, Financial Analysis, GAAP, Financial Reporting

Education
St. Ambrose University   1984 — 1988
Accounting, Accounting

Alexander Haraczka, EA Alexander Haraczka, EA Kennebunk, Maine Details
Alexander Haraczka, EA's CliftonLarsonAllen LLP Experience January 2012 - November 2014
Job Supervisor at Cummings Lamont & McNamee
Industry Accounting
Experience
Cummings Lamont & McNamee   December 2014 - Present
CliftonLarsonAllen, LLP  January 2012 - November 2014
Russell, Brier & Co., LLP   December 2008 - January 2012
The Bollard Group  September 2007 - December 2008
PricewaterhouseCoopers, LLP  December 2006 - September 2007
TD Banknorth, Inc   June 2006 - December 2006
Coastal International Security  October 2003 - July 2006
University of Southern Maine School of Business   August 2005 - May 2006
McLeod, Ascanio & Company   January 2006 - April 2006

Skills
Tax, Accounting, Auditing, Corporate Tax, Financial Statements, Tax Accounting, Tax Research, Finance, Tax Returns, Strategic Planning, Investments, Management, Financial Reporting, Tax Preparation, Income Tax, QuickBooks, Partnership Taxation, Microsoft Excel, Bookkeeping, CPA

Education
University of Southern Maine - School of Business   2004 — 2006
Accounting, Finance

Jefferson Community College   1999 — 2004
AS, Business Administration

Harley Reckord Harley Reckord Spokane, Washington Area Details
Harley Reckord's CliftonLarsonAllen LLP Experience June 1982 - Present
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   June 1982 - Present

Skills
Accounting, CPA, Corporate Tax, Tax Preparation, GAAP, Income Tax, Internal Controls, Auditing, Tax, Financial Reporting, Assurance, Financial Accounting

Education
Eastern Washington University   1979 — 1981
B.A., Accounting and Finance

Pat Shaver Pat Shaver Greater Denver Area Details
Pat Shaver's CliftonLarsonAllen LLP Experience May 2001 - Present
Job Senior Associate at CliftonLarsonAllen LLP
Industry Accounting
Experience
Semi Retired  October 2014 - Present
CliftonLarsonAllen LLP   May 2001 - Present
Fattor, Probst & Dallmann PC   April 1991 - May 2001

Education
Colorado State University
Bachelor of Science, Computer Science/Mathmatics

Longmont High School

Charlie Cameron Charlie Cameron Greater St. Louis Area Details
Charlie Cameron's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Financial Services
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Norman Backues and Associates, Inc.   August 1999 - December 2011
Magna Group, Inc.   1988 - 1999

Education
Southern Illinois University, Carbondale   1981 — 1985
Bachelor of Science, Accounting

Justina Uchenna-Amadi Justina Uchenna-Amadi Champaign, Illinois Details
Justina Uchenna-Amadi's CliftonLarsonAllen LLP Experience January 2008 - April 2009
Job Owner at Justina UchennaAmadi, CPA
Industry Accounting
Experience
Justina Uchenna-Amadi, CPA (Formally Justina Tax & Accounting Services)   January 2005 - Present
First Presbyterian Church Danville, Illinois   May 2005 - March 2015
Justina Tax & Accounting Services   January 2005 - April 2014
CliftonLarsonAllen LLP   January 2008 - April 2009
Old National Bank  December 1998 - December 2004

Skills
Account Management, Customer Service, Event Planning, Sales Management, Leadership, Team Building, Marketing, Strategic Planning, Public Speaking, Direct Sales, Microsoft Office, Coaching, Event Management, New Business Development, Management, Public Relations, Social Media, Sales, Payroll, Accounting, Bookkeeping, QuickBooks, Training, Tax

Education
Eastern Illinois University   2011 — 2013
Master of Business Administration (M.B.A.), MBA Accountancy Concentration

Franklin University   2008 — 2010
Bachelor’s Degree, Accounting, Honors

Danville Area Community College   1999 — 2003
Associate’s Degree, Accounting, Honors

Dennis Lyons Dennis Lyons Saint Petersburg, Florida Details
Dennis Lyons's CliftonLarsonAllen LLP Experience December 2014 - Present
Job Consultant Telecom Analysis and Advisory Services
Industry Hospital & Health Care
Experience
CliftonLarsonAllen LLP   December 2014 - Present
Suncoast Hospice  October 2000 - August 2014

Skills
Healthcare Management, Healthcare, Medicare, EMR, HIPAA, Healthcare Information..., Clinical Research, Software Documentation, Case Management, Nursing, Hospitals, Home Care, Public Speaking, Mental Health, Case Managment, Program Management, Program Development

Education
St. Petersburg College

Jeffrey Raymon Jeffrey Raymon New Bedford, Massachusetts Details
Jeffrey Raymon's CliftonLarsonAllen LLP Experience 2011 - Present
Job Tax Partner at CliftonLarsonAllen, LLP
Industry Accounting
Experience
CliftonLarsonAllen, LLP  2011 - Present
CliftonLarsonAllen  2011 - Present
Raymon Pielech Zexter, PC   1981 - 2011

Education
Bentley College   1978 — 1981
Master of Science (MS), Taxation

University of Colorado at Boulder   1973 — 1975
MBA, Accounting

Syracuse University   1968 — 1972
Bachelor's degree, Cultural Anthropology

David P Bixler David P Bixler Washington, District Of Columbia Details
David P Bixler's CliftonLarsonAllen LLP Experience July 2011 - April 2014
Job Senior Director,Governance at Amtrak Office of Inspector General/Office of Audits
Industry Transportation/Trucking/Railroad
Experience
Amtrak Office of Inspector General, Office of Audits   April 2014 - Present
CliftonLarsonAllen LLP   July 2011 - April 2014
U.S. General Accountability Office   June 1972 - December 2010

Skills
Performance Audits, Program Evaluation, Compliance, Governance, Program Management, Internal Controls, Auditing, Accounting, Leadership, Strategic Planning, Project Management

Education
George Mason University   1980 — 1985
Master of Public Administration (MPA), Public Administration

Elizabethtown College   1968 — 1972
Bachelor of Science (BS), Accounting

Charlie R. Cameron Charlie R. Cameron United States Details
Charlie R. Cameron's CliftonLarsonAllen LLP Experience January 2012 - Present
Job Partner at CliftonLarsonAllen LLP
Industry
Experience
CliftonLarsonAllen LLP   January 2012 - Present
Norman Backues & Associates, Inc. (d/b/a NBA, Inc.)   August 1999 - December 2011
Magna Group, Inc. / Union Planters Corporation   November 1988 - December 2003

Skills
Certified Public..., Bank Consultant

Education
Southern Illinois University, Carbondale   1981 — 1985
Bachelor of Science, Accounting

Stephanie Erb Stephanie Erb Minneapolis, Minnesota Details
Stephanie Erb's CliftonLarsonAllen LLP Experience October 2013 - Present
Job Staff Accountant at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP   October 2013 - Present

Skills
Auditing, CPA

Education
North Dakota State University   2009 — 2013
Bachelor of Science (B.S.), Accounting and Business/Management

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