LarsonAllen 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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LarsonAllen LLP Employees
Employee
Years
Job
Industry
Pamela Kingfisher Pamela Kingfisher's LarsonAllen LLP Experience January 2006 - October 2009
Job Nonprofit and Foundation Consultant Organizational and Food Systems Development
Industry Nonprofit Organization Management
Experience
Southern Sustainable Agriculture Working Group January 2013 - Present
Shining Waters Consulting 1996 - Present
National Farm to School Network October 2013 - Present
Jessie Smith Noyes Foundation January 2004 - December 2009
LarsonAllen, LLP January 2006 - October 2009
Indian Health Service 1977 - 1991
Skills
Non-profits, Fundraising, Strategic Planning, Workshop Facilitation, Program Management, Training, Project Planning, Policy, Grants, Organizational..., Program Development, Leadership Development, Management Consulting, Public Speaking, Research, Volunteer Management, Event Management, Teaching, Nonprofits, Management, Editing, Strategy, Community Development, Social Media, Board Development, Grant Writing, Event Planning, Healthcare, Program Evaluation, Proposal Writing, Public Relations, Community Outreach, Higher Education
Education
Middle Tennessee State University 1993 — 1996
Bachelor of Arts, Mass Communications
Northeastern State University 1986 — 1987
Library Science
Southern Sustainable Agriculture Working Group January 2013 - Present
Shining Waters Consulting 1996 - Present
National Farm to School Network October 2013 - Present
Jessie Smith Noyes Foundation January 2004 - December 2009
LarsonAllen, LLP January 2006 - October 2009
Indian Health Service 1977 - 1991
Skills
Non-profits, Fundraising, Strategic Planning, Workshop Facilitation, Program Management, Training, Project Planning, Policy, Grants, Organizational..., Program Development, Leadership Development, Management Consulting, Public Speaking, Research, Volunteer Management, Event Management, Teaching, Nonprofits, Management, Editing, Strategy, Community Development, Social Media, Board Development, Grant Writing, Event Planning, Healthcare, Program Evaluation, Proposal Writing, Public Relations, Community Outreach, Higher Education
Education
Middle Tennessee State University 1993 — 1996
Bachelor of Arts, Mass Communications
Northeastern State University 1986 — 1987
Library Science
Scholastica Baker Scholastica Baker's LarsonAllen LLP Experience March 2010 - July 2011
Job
Industry Law Practice
Experience
Shepherd Data Services, Inc. January 2014 - May 2014
Judicial Extern to the Honorable Michael J. Davis, Chief Judge August 2013 - December 2013
Dakota County Child Support Enforcement Division August 2013 - November 2013
Bowman and Brooke LLP June 2013 - August 2013
Minnesota Army National Guard September 2010 - December 2012
Larson King LLP June 2012 - August 2012
LarsonAllen LLP March 2010 - July 2011
LarsonAllen LLP November 2006 - March 2010
Education
William Mitchell College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Art
Shepherd Data Services, Inc. January 2014 - May 2014
Judicial Extern to the Honorable Michael J. Davis, Chief Judge August 2013 - December 2013
Dakota County Child Support Enforcement Division August 2013 - November 2013
Bowman and Brooke LLP June 2013 - August 2013
Minnesota Army National Guard September 2010 - December 2012
Larson King LLP June 2012 - August 2012
LarsonAllen LLP March 2010 - July 2011
LarsonAllen LLP November 2006 - March 2010
Education
William Mitchell College of Law 2011 — 2014
Juris Doctor (J.D.)
University of Minnesota-Twin Cities 1997 — 2002
Bachelor of Art
Corey Heady Corey Heady's LarsonAllen LLP Experience May 2007 - August 2007
Job Senior Associate at Deloitte.
Industry Financial Services
Experience
Deloitte December 2014 - Present
CliftonLarsonAllen June 2009 - December 2014
UnitedHealthcare June 2008 - August 2008
Business Negotiation Solutions Limited March 2008 - May 2008
LarsonAllen LLP May 2007 - August 2007
UnitedHealth Pharmaceutical Solutions June 2006 - August 2006
Target September 2004 - August 2005
Skills
Auditing, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, Accounting, General Ledger, Financial Statements, Internal Controls, CPA, Microsoft Office, QuickBooks, Financial Accounting, Management, Financial Modeling, Finance
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance and Accounting
Certified Public Accountant 2009 — 2010
CPA
Deloitte December 2014 - Present
CliftonLarsonAllen June 2009 - December 2014
UnitedHealthcare June 2008 - August 2008
Business Negotiation Solutions Limited March 2008 - May 2008
LarsonAllen LLP May 2007 - August 2007
UnitedHealth Pharmaceutical Solutions June 2006 - August 2006
Target September 2004 - August 2005
Skills
Auditing, Financial Reporting, Financial Analysis, GAAP, Microsoft Excel, Accounting, General Ledger, Financial Statements, Internal Controls, CPA, Microsoft Office, QuickBooks, Financial Accounting, Management, Financial Modeling, Finance
Education
Boston University Questrom School of Business 2005 — 2009
BSBA, Finance and Accounting
Certified Public Accountant 2009 — 2010
CPA
Jake Hottenrott, CPA Jake Hottenrott, CPA's LarsonAllen LLP Experience July 2008 - May 2010
Job Owner at Jacob R. Hottenrott, CPA, LLC
Industry Accounting
Experience
Jacob R. Hottenrott, CPA May 2010 - Present
LarsonAllen, LLP July 2008 - May 2010
BKD, LLP July 2007 - May 2008
Swink, Fiehler & Company, P.C. January 2006 - July 2007
The Boeing Company January 2005 - January 2006
Skills
Peachtree, Financial Statements, Small Business, Tax, QuickBooks, Tax Returns, CPA, Finance, Tax Preparation, GAAP, Income Tax, Tax Research, Financial Reporting, Bookkeeping, Accounting
Education
Saint Louis University 2005 — 2006
Macc, Master of Accountancy
Saint Louis University 2001 — 2005
BSBA, Accounting
Jacob R. Hottenrott, CPA May 2010 - Present
LarsonAllen, LLP July 2008 - May 2010
BKD, LLP July 2007 - May 2008
Swink, Fiehler & Company, P.C. January 2006 - July 2007
The Boeing Company January 2005 - January 2006
Skills
Peachtree, Financial Statements, Small Business, Tax, QuickBooks, Tax Returns, CPA, Finance, Tax Preparation, GAAP, Income Tax, Tax Research, Financial Reporting, Bookkeeping, Accounting
Education
Saint Louis University 2005 — 2006
Macc, Master of Accountancy
Saint Louis University 2001 — 2005
BSBA, Accounting
Anna Brueske, CPA Anna Brueske, CPA's LarsonAllen LLP Experience January 2011 - April 2011
Job
Industry Accounting
Experience
North Star Resource Group May 2015 - Present
Shaw/Stewart Lumber Company September 2014 - May 2015
Vercon Inc August 2013 - August 2014
Northway Construction Services August 2011 - August 2014
LarsonAllen LLP January 2011 - April 2011
Trout Lake Camp January 2007 - February 2010
Skills
Account Reconciliation, Cost Accounting, Finance, Accounting, Bank Reconciliation, Financial Reporting, General Ledger, Journal Entries, Microsoft Office, QuickBooks, Budgets, Accounting for Small..., Accounts..., Aging Reports, Internal Audit, Job Costing, Microsoft Excel, Peachtree, Tax Preparation, Depreciation, Income Tax, Year-end Close, A/R collections, Chameleon, Cloud Computing, Digital Archiving, Masterbuilder, OneNote, Outlook, Agility, Monthly Close Process
Education
College of St Scholastica 2008 — 2009
BA, Accounting
University of Minnesota-Twin Cities
North Star Resource Group May 2015 - Present
Shaw/Stewart Lumber Company September 2014 - May 2015
Vercon Inc August 2013 - August 2014
Northway Construction Services August 2011 - August 2014
LarsonAllen LLP January 2011 - April 2011
Trout Lake Camp January 2007 - February 2010
Skills
Account Reconciliation, Cost Accounting, Finance, Accounting, Bank Reconciliation, Financial Reporting, General Ledger, Journal Entries, Microsoft Office, QuickBooks, Budgets, Accounting for Small..., Accounts..., Aging Reports, Internal Audit, Job Costing, Microsoft Excel, Peachtree, Tax Preparation, Depreciation, Income Tax, Year-end Close, A/R collections, Chameleon, Cloud Computing, Digital Archiving, Masterbuilder, OneNote, Outlook, Agility, Monthly Close Process
Education
College of St Scholastica 2008 — 2009
BA, Accounting
University of Minnesota-Twin Cities
Lisa Robinson Pircio Lisa Robinson Pircio's LarsonAllen LLP Experience August 1995 - September 2000
Job Providing Conservatorship and Financial Management services to elders in need
Industry Hospital & Health Care
Experience
Lisa Robinson Piricio Consulting March 2013 - Present
Genesis HealthCare/Sunbridge Healthcare February 2011 - March 2013
Catholic Memorial Home May 2008 - February 2011
Long Term Centers Group September 2000 - May 2008
LarsonAllen, LLP August 1995 - September 2000
Pilgrim Manor Skilled Nursing and Rehabilitation Center 1994 - 1995
Hillhaven Skilled Nursing and Rehabilitation Center of East Bridgewater 1993 - 1994
Cape Cod Hospital Extended Care Center - The Manor 1991 - 1993
New Medico, Inc. 1989 - 1991
Skills
Healthcare Management, Healthcare Reimbursement, Healthcare Consulting, Business Process..., Medicaid, Healthcare, Medicare, Elder Law, Elder Care, Financial Management..., Conservatorships, Accounts Receivable, Hospitals, Managed Care, Nursing, Training, Home Care
Education
UMass Dartmouth 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Springfield College 1986 — 1988
Bachelor of Science (BS), Business Administration, Management and Operations, Graduated Cum Laude, Minor Area of Study: Political Science
College of Our Lady of the Elms 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Lisa Robinson Piricio Consulting March 2013 - Present
Genesis HealthCare/Sunbridge Healthcare February 2011 - March 2013
Catholic Memorial Home May 2008 - February 2011
Long Term Centers Group September 2000 - May 2008
LarsonAllen, LLP August 1995 - September 2000
Pilgrim Manor Skilled Nursing and Rehabilitation Center 1994 - 1995
Hillhaven Skilled Nursing and Rehabilitation Center of East Bridgewater 1993 - 1994
Cape Cod Hospital Extended Care Center - The Manor 1991 - 1993
New Medico, Inc. 1989 - 1991
Skills
Healthcare Management, Healthcare Reimbursement, Healthcare Consulting, Business Process..., Medicaid, Healthcare, Medicare, Elder Law, Elder Care, Financial Management..., Conservatorships, Accounts Receivable, Hospitals, Managed Care, Nursing, Training, Home Care
Education
UMass Dartmouth 1992 — 1996
Master of Business Administration (MBA), Business Administration and Management, General, 3.5
Springfield College 1986 — 1988
Bachelor of Science (BS), Business Administration, Management and Operations, Graduated Cum Laude, Minor Area of Study: Political Science
College of Our Lady of the Elms 1984 — 1986
Bachelor of Science (BS), Business Administration and Management, General
Laura Simms Laura Simms's LarsonAllen LLP Experience January 2010 - May 2010
Job Tax Associate
Industry Management Consulting
Experience
Ahern Rentals January 2015 - Present
Primerica July 2014 - Present
The Greenspun Corporation February 2013 - November 2014
Diamond Resorts International September 2012 - February 2013
Vegas.com January 2012 - August 2012
Delaware North Companies August 2008 - November 2011
The Roberts Companies March 2011 - October 2011
Miller's First Insurance Company November 2010 - February 2011
LarsonAllen LLP January 2010 - May 2010
St. Louis Community College Florissant Valley August 2006 - May 2008
Education
Southern Illinois University, Edwardsville 2007 — 2010
bachelor, accounting
St. Louis Community College Florissant Valley 2005 — 2007
Associate, Business
Ahern Rentals January 2015 - Present
Primerica July 2014 - Present
The Greenspun Corporation February 2013 - November 2014
Diamond Resorts International September 2012 - February 2013
Vegas.com January 2012 - August 2012
Delaware North Companies August 2008 - November 2011
The Roberts Companies March 2011 - October 2011
Miller's First Insurance Company November 2010 - February 2011
LarsonAllen LLP January 2010 - May 2010
St. Louis Community College Florissant Valley August 2006 - May 2008
Education
Southern Illinois University, Edwardsville 2007 — 2010
bachelor, accounting
St. Louis Community College Florissant Valley 2005 — 2007
Associate, Business
Graham Gould, CPA Graham Gould, CPA's LarsonAllen LLP Experience September 2008 - May 2009
Job Financial Analyst at EMC
Industry Accounting
Experience
EMC May 2012 - Present
Murphy, Miller & Baglieri, LLP March 2010 - April 2012
LarsonAllen LLP September 2008 - May 2009
Raines & Fischer LLP June 2007 - August 2007
Compensation Solutions, Inc. PEO June 2005 - June 2007
Skills
Tax, Accounting, Auditing, Financial Analysis, Payroll, Process Improvement, QuickBooks, Financial Statements
Education
Bryant University 2008 — 2009
Masters of Professional Accountancy, Accounting
Bryant University 2004 — 2008
BSBA, Accounting
EMC May 2012 - Present
Murphy, Miller & Baglieri, LLP March 2010 - April 2012
LarsonAllen LLP September 2008 - May 2009
Raines & Fischer LLP June 2007 - August 2007
Compensation Solutions, Inc. PEO June 2005 - June 2007
Skills
Tax, Accounting, Auditing, Financial Analysis, Payroll, Process Improvement, QuickBooks, Financial Statements
Education
Bryant University 2008 — 2009
Masters of Professional Accountancy, Accounting
Bryant University 2004 — 2008
BSBA, Accounting
Emily Laipple Emily Laipple's LarsonAllen LLP Experience September 2009 - November 2011
Job Transaction Advisory Group Healthcare at Alvarez & Marsal
Industry Accounting
Experience
Alvarez & Marsal September 2013 - Present
The Associate Board of NorthShore University HealthSystem May 2011 - Present
PricewaterhouseCoopers November 2011 - August 2013
LarsonAllen LLP September 2009 - November 2011
Career Education Corporation 2008 - 2008
Skills
Accounting, CPA, Financial Analysis, Internal Controls
Education
Illinois State University 2008 — 2009
MSA, Accounting
Illinois State University 2004 — 2008
B.S., Accounting
Alvarez & Marsal September 2013 - Present
The Associate Board of NorthShore University HealthSystem May 2011 - Present
PricewaterhouseCoopers November 2011 - August 2013
LarsonAllen LLP September 2009 - November 2011
Career Education Corporation 2008 - 2008
Skills
Accounting, CPA, Financial Analysis, Internal Controls
Education
Illinois State University 2008 — 2009
MSA, Accounting
Illinois State University 2004 — 2008
B.S., Accounting
Emily Daniel, CPA Emily Daniel, CPA's LarsonAllen LLP Experience October 2009 - September 2011
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
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
Terry Aaseby, CPA, CHBC Terry Aaseby, CPA, CHBC's LarsonAllen LLP Experience January 2006 - August 2010
Job Owner at Terry V. Aaseby, CPA, PLLC
Industry Accounting
Experience
Terry V. Aaseby, CPA, PLLC December 2014 - Present
Healthcare Management Consultants August 2010 - December 2014
LarsonAllen, LLP January 2006 - August 2010
Skills
LLC, Income Tax, Partnership Taxation, S Corporations, Individual Returns, UltraTax CS, 1120S, Multi-state tax returns, Corporate Tax, Tax Research, Accounting, CPA, Financial Accounting, Financial Reporting, Financial Statements, GAAP, QuickBooks, Tax Accounting, Tax, Assurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
MACC, Accounting, Finance, Communications
Terry V. Aaseby, CPA, PLLC December 2014 - Present
Healthcare Management Consultants August 2010 - December 2014
LarsonAllen, LLP January 2006 - August 2010
Skills
LLC, Income Tax, Partnership Taxation, S Corporations, Individual Returns, UltraTax CS, 1120S, Multi-state tax returns, Corporate Tax, Tax Research, Accounting, CPA, Financial Accounting, Financial Reporting, Financial Statements, GAAP, QuickBooks, Tax Accounting, Tax, Assurance
Education
University of North Carolina at Charlotte - Belk College of Business 2003 — 2006
MACC, Accounting, Finance, Communications
Amy R Hanagan, CPA Amy R Hanagan, CPA's LarsonAllen LLP Experience 2007 - 2010
Job Small Business Financial Coach, Complete Tax & Accounting Solutions
Industry Accounting
Experience
Hanagan CPA, PLLC October 2010 - Present
LarsonAllen, LLP 2007 - 2010
The O'Connor Group, P.C. 1999 - 2007
TBD Consulting, Inc. 1997 - 1999
Eide Bailly LLP 1995 - 1997
Skills
Tax planning,..., Small Business, Outsourcing, Part-Time CFO Services, Back Office Accounting..., Payroll Services, QuickBooks, Compilation Of..., Strategic Planning, Forecasting, Cash Flow Management, Key Performance..., SBA Loan Application..., Tax Accounting, Accounting, Financial Reporting, General Ledger, Sales Tax, Peachtree, Bill.com, Foreclosures, Virtualization, CPA, Cash Flow, Income Tax, Financial Statements, Tax Returns, Strategic Financial..., Finance, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Budgets, Accountants, GAAP, Partnership Taxation, Corporate Tax, Financial Planners, S Corporations, Tax, Tax Preparation, Construction Accounting, Tax Research, Preparation, Gift Tax, Cash Management, Account Reconciliation, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 1991 — 1995
BS, Accountancy and Finance
Arizona State University, W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
Hanagan CPA, PLLC October 2010 - Present
LarsonAllen, LLP 2007 - 2010
The O'Connor Group, P.C. 1999 - 2007
TBD Consulting, Inc. 1997 - 1999
Eide Bailly LLP 1995 - 1997
Skills
Tax planning,..., Small Business, Outsourcing, Part-Time CFO Services, Back Office Accounting..., Payroll Services, QuickBooks, Compilation Of..., Strategic Planning, Forecasting, Cash Flow Management, Key Performance..., SBA Loan Application..., Tax Accounting, Accounting, Financial Reporting, General Ledger, Sales Tax, Peachtree, Bill.com, Foreclosures, Virtualization, CPA, Cash Flow, Income Tax, Financial Statements, Tax Returns, Strategic Financial..., Finance, Bookkeeping, Payroll, Accounts Payable, Accounts Receivable, Budgets, Accountants, GAAP, Partnership Taxation, Corporate Tax, Financial Planners, S Corporations, Tax, Tax Preparation, Construction Accounting, Tax Research, Preparation, Gift Tax, Cash Management, Account Reconciliation, Financial Planning
Education
Arizona State University - W. P. Carey School of Business 1991 — 1995
BS, Accountancy and Finance
Arizona State University, W. P. Carey School of Business 1998 — 2000
Bachelor of Science, Finance
Chuck Betz Chuck Betz's LarsonAllen LLP Experience June 1976 - October 1993
Job Principal / CFO CliftonLarsonAllen Wealth Advisors LLC
Industry Investment Management
Experience
CliftonLarsonAllen Wealth Advisors, LLC March 2003 - Present
Cornerstone Capital Management, Inc. November 1993 - February 2003
LarsonAllen LLP June 1976 - October 1993
Skills
Investment Management, Wealth Management, Asset Managment, CPA, Investments, Estate Planning, Tax, Financial Planners, Financial Analysis, High Net Worth..., Investment Advisory, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., Asset Management, Financial Planning
Education
University of Minnesota-Twin Cities
B.S., Accounting
CliftonLarsonAllen Wealth Advisors, LLC March 2003 - Present
Cornerstone Capital Management, Inc. November 1993 - February 2003
LarsonAllen LLP June 1976 - October 1993
Skills
Investment Management, Wealth Management, Asset Managment, CPA, Investments, Estate Planning, Tax, Financial Planners, Financial Analysis, High Net Worth..., Investment Advisory, Retirement Planning, Finance, Financial Advisory, Strategic Financial..., Asset Management, Financial Planning
Education
University of Minnesota-Twin Cities
B.S., Accounting
Ryan Clouse, CPA Ryan Clouse, CPA's LarsonAllen LLP Experience January 2009 - November 2011
Job Tax Manager at Skinner & Company, LLC
Industry Accounting
Experience
Skinner & Company, LLC December 2011 - Present
LarsonAllen, LLP January 2009 - November 2011
United Fence Company Inc. July 2002 - December 2008
Skills
Accounting, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Returns, Tax Accounting, Tax Services, Partnership Taxation, S Corporations, Estate Tax Planning, Trust Accounting, Individual Taxation, High Net Worth..., Business Tax, Gift Tax, State Taxation, Federal Taxation, Financial Analysis, Tax Research, US GAAP, Accounts Payable, US Tax, GAAP, CPA, Sales Tax
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MTAX, Taxation
Arizona State University - W. P. Carey School of Business 2006 — 2009
BS Accountancy, Accounting
Skinner & Company, LLC December 2011 - Present
LarsonAllen, LLP January 2009 - November 2011
United Fence Company Inc. July 2002 - December 2008
Skills
Accounting, Tax, Tax Preparation, Income Tax, Corporate Tax, Tax Compliance, Tax Returns, Tax Accounting, Tax Services, Partnership Taxation, S Corporations, Estate Tax Planning, Trust Accounting, Individual Taxation, High Net Worth..., Business Tax, Gift Tax, State Taxation, Federal Taxation, Financial Analysis, Tax Research, US GAAP, Accounts Payable, US Tax, GAAP, CPA, Sales Tax
Education
Arizona State University - W. P. Carey School of Business 2009 — 2011
MTAX, Taxation
Arizona State University - W. P. Carey School of Business 2006 — 2009
BS Accountancy, Accounting
Jake Slavik Jake Slavik's LarsonAllen LLP Experience May 2009 - August 2010
Job Senior Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen October 2014 - Present
CliftonLarsonAllen March 2013 - October 2014
DAK Americas November 2012 - March 2013
RuffleButts, Inc. November 2011 - December 2012
LARSONALLEN LLP May 2009 - August 2010
Skills
Microsoft Office, Sage, Warehouse Management, Warehouse Layout, Social Media Marketing, Financial Analysis, Market Research, Access, Analysis, Budgets, Warehousing, Tax, Financial Reporting, Forecasting, Auditing, SAP, Financial Accounting, Accounting, Financial Modeling, Strategic Financial..., GAAP, Financial Statements, Financial Audits, Microsoft Excel, Internal Controls, General Ledger, Finance
Education
North Carolina State University 2007 — 2011
Bachelors of Science, Accounting / Finance
SLCA
CliftonLarsonAllen October 2014 - Present
CliftonLarsonAllen March 2013 - October 2014
DAK Americas November 2012 - March 2013
RuffleButts, Inc. November 2011 - December 2012
LARSONALLEN LLP May 2009 - August 2010
Skills
Microsoft Office, Sage, Warehouse Management, Warehouse Layout, Social Media Marketing, Financial Analysis, Market Research, Access, Analysis, Budgets, Warehousing, Tax, Financial Reporting, Forecasting, Auditing, SAP, Financial Accounting, Accounting, Financial Modeling, Strategic Financial..., GAAP, Financial Statements, Financial Audits, Microsoft Excel, Internal Controls, General Ledger, Finance
Education
North Carolina State University 2007 — 2011
Bachelors of Science, Accounting / Finance
SLCA
Joyce Miller, CPA Joyce Miller, CPA's LarsonAllen LLP Experience June 2004 - April 2010
Job CPAs for Nonprofits
Industry Accounting
Experience
J. Miller & Associates, LLC May 2010 - Present
Weavers Way Co-op June 2015 - Present
Regional Housing Legal Services December 2014 - Present
Project H.O.M.E. June 2007 - December 2014
Project H.O.M.E. 2007 - December 2014
The Reinvestment Fund July 2007 - December 2012
Community Partnership School July 2006 - June 2012
LarsonAllen LLP June 2004 - April 2010
Joyce Miller & Associates, PC September 1988 - June 2004
Air Products August 1984 - September 1988
Skills
Benchmarking, Arts Organizations, Non-profits, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Financial Modeling
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1976 — 1980
BBA, Accounting
J. Miller & Associates, LLC May 2010 - Present
Weavers Way Co-op June 2015 - Present
Regional Housing Legal Services December 2014 - Present
Project H.O.M.E. June 2007 - December 2014
Project H.O.M.E. 2007 - December 2014
The Reinvestment Fund July 2007 - December 2012
Community Partnership School July 2006 - June 2012
LarsonAllen LLP June 2004 - April 2010
Joyce Miller & Associates, PC September 1988 - June 2004
Air Products August 1984 - September 1988
Skills
Benchmarking, Arts Organizations, Non-profits, Accounting, Tax, Auditing, Financial Analysis, Financial Reporting, Financial Modeling
Education
The University of Chicago Booth School of Business 1982 — 1984
MBA, Finance
Temple University - Fox School of Business and Management 1976 — 1980
BBA, Accounting
Jill Helling Jill Helling's LarsonAllen LLP Experience September 2006 - July 2007
Job Project Management at United Fire Group
Industry Accounting
Experience
United Fire Group August 2015 - Present
United Fire Group, Inc. November 2013 - August 2015
CliftonLarsonAllen November 2012 - November 2013
CliftonLarsonAllen July 2007 - October 2012
LarsonAllen LLP September 2006 - July 2007
ESP International June 2003 - July 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Audits, Internal Controls, CPA, Foundations, Nonprofits, Audit, Nonprofit Consulting, Non-profits, Property & Casualty..., GAAP, US GAAP
Education
University of Saint Thomas - School of Business 2005 — 2006
MS, Accountancy
Luther College 2001 — 2005
BA, Accounting, Management
United Fire Group August 2015 - Present
United Fire Group, Inc. November 2013 - August 2015
CliftonLarsonAllen November 2012 - November 2013
CliftonLarsonAllen July 2007 - October 2012
LarsonAllen LLP September 2006 - July 2007
ESP International June 2003 - July 2005
Skills
Accounting, Financial Reporting, Auditing, Financial Audits, Internal Controls, CPA, Foundations, Nonprofits, Audit, Nonprofit Consulting, Non-profits, Property & Casualty..., GAAP, US GAAP
Education
University of Saint Thomas - School of Business 2005 — 2006
MS, Accountancy
Luther College 2001 — 2005
BA, Accounting, Management
Kenneth Welch Kenneth Welch's LarsonAllen LLP Experience July 2008 - Present
Job Partner at CliftonLarsonAllen LLP
Industry Accounting
Experience
LarsonAllen LLP July 2008 - Present
CliftonLarsonAllen 1977 - Present
Schreiner, Legge & Company May 1977 - June 2008
Skills
Family Business, GAAP, Quality Auditing, CPA, Financial Risk, Consulting, Professional Services, Budgets, Auditing, Financial Institutions, Accounting, Tax Research, Partnership Taxation, Tax Preparation, Assurance, US GAAP, Internal Controls, Finance, Financial Analysis, Tax, Financial Reporting
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
LarsonAllen LLP July 2008 - Present
CliftonLarsonAllen 1977 - Present
Schreiner, Legge & Company May 1977 - June 2008
Skills
Family Business, GAAP, Quality Auditing, CPA, Financial Risk, Consulting, Professional Services, Budgets, Auditing, Financial Institutions, Accounting, Tax Research, Partnership Taxation, Tax Preparation, Assurance, US GAAP, Internal Controls, Finance, Financial Analysis, Tax, Financial Reporting
Education
University of Maryland College Park 1973 — 1977
BS, Accounting
Brian Osberg Brian Osberg's LarsonAllen LLP Experience February 2011 - November 2011
Job Program Director, National Governors Association, Best Practices Center, Health Division
Industry Government Administration
Experience
LarsonAllen, LLP February 2011 - November 2011
State of Minnesota January 2002 - January 2011
Skills
Health Care Reform, Policy, Government, Medicaid, Strategic Planning, Nonprofits, Public Policy, Policy Analysis, Program Evaluation, Non-profits, Program Management, Public Speaking, Program Development, Healthcare, Public Health, Grant Writing, Grants, Health Policy
Education
University of Minnesota-Twin Cities 1969 — 1973
bsb, mph, management, public health
LarsonAllen, LLP February 2011 - November 2011
State of Minnesota January 2002 - January 2011
Skills
Health Care Reform, Policy, Government, Medicaid, Strategic Planning, Nonprofits, Public Policy, Policy Analysis, Program Evaluation, Non-profits, Program Management, Public Speaking, Program Development, Healthcare, Public Health, Grant Writing, Grants, Health Policy
Education
University of Minnesota-Twin Cities 1969 — 1973
bsb, mph, management, public health
Ann Duke Ann Duke's LarsonAllen LLP Experience January 2010 - April 2010
Job Accountant
Industry Accounting
Experience
LarsonAllen LLP January 2010 - April 2010
LarsonAllen LLP January 2009 - April 2009
Auto Credit Assist January 1999 - January 2006
Unishippers, Landshire Development Corporation January 1996 - January 1999
Arsenal Credit Union January 1993 - January 1996
Education
University of Missouri-Saint Louis 2007 — 2010
Accounting, Accounting, finance and general business
LarsonAllen LLP January 2010 - April 2010
LarsonAllen LLP January 2009 - April 2009
Auto Credit Assist January 1999 - January 2006
Unishippers, Landshire Development Corporation January 1996 - January 1999
Arsenal Credit Union January 1993 - January 1996
Education
University of Missouri-Saint Louis 2007 — 2010
Accounting, Accounting, finance and general business
Candace Peterson, CPA (Inactive) Candace Peterson, CPA (Inactive)'s LarsonAllen LLP Experience 2006 - 2007
Job Senior Contract Analyst at UCare
Industry Hospital & Health Care
Experience
UCare June 2014 - Present
Prime Therapeutics August 2013 - March 2014
OptumRx January 2012 - August 2013
Blue Cross Blue Shield of Minnesota May 2010 - January 2012
MN Chapter HFMA June 2009 - May 2010
Medica 2007 - 2010
LarsonAllen, LLP 2006 - 2007
Eide Bailly, LLP 2005 - 2006
Medica 2002 - 2005
Allina Hospitals & Clinics 2001 - 2002
Skills
Medicare, Analysis, Health Insurance, Strategy, Healthcare Consulting, Insurance, Budgets, Auditing, Financial Analysis, Management, Hospitals, Contract Management, Claim, Internal Controls, Customer Service, Outlook
Education
Augsburg College 1991 — 1992
Bachelor of Arts; CPA, Business Administration, Accounting Specialization
University of Minnesota-Twin Cities
BS, Medical Technology
UCare June 2014 - Present
Prime Therapeutics August 2013 - March 2014
OptumRx January 2012 - August 2013
Blue Cross Blue Shield of Minnesota May 2010 - January 2012
MN Chapter HFMA June 2009 - May 2010
Medica 2007 - 2010
LarsonAllen, LLP 2006 - 2007
Eide Bailly, LLP 2005 - 2006
Medica 2002 - 2005
Allina Hospitals & Clinics 2001 - 2002
Skills
Medicare, Analysis, Health Insurance, Strategy, Healthcare Consulting, Insurance, Budgets, Auditing, Financial Analysis, Management, Hospitals, Contract Management, Claim, Internal Controls, Customer Service, Outlook
Education
Augsburg College 1991 — 1992
Bachelor of Arts; CPA, Business Administration, Accounting Specialization
University of Minnesota-Twin Cities
BS, Medical Technology
Jackie Kruger's LarsonAllen LLP Experience 2004 - January 2012
Job Director of Marketing at CliftonLarsonAllen LLP
Industry Marketing and Advertising
Experience
CliftonLarsonAllen January 2012 - Present
LarsonAllen LLP 2004 - January 2012
LarsonAllen LLP 1997 - 2004
Skills
Marketing, Marketing Communications, Email Marketing, Leadership, Marketing Strategy, Public Relations, Social Media Marketing, Social Media, Integrated Marketing, Advertising, Copywriting, Management, Digital Marketing, Direct Marketing, Project Management, Accounting, Event Planning
Education
University of Notre Dame 1993 — 1997
BFA, Product Design
CliftonLarsonAllen January 2012 - Present
LarsonAllen LLP 2004 - January 2012
LarsonAllen LLP 1997 - 2004
Skills
Marketing, Marketing Communications, Email Marketing, Leadership, Marketing Strategy, Public Relations, Social Media Marketing, Social Media, Integrated Marketing, Advertising, Copywriting, Management, Digital Marketing, Direct Marketing, Project Management, Accounting, Event Planning
Education
University of Notre Dame 1993 — 1997
BFA, Product Design
David Sekerak, CPA David Sekerak, CPA's LarsonAllen LLP Experience January 2006 - December 2011
Job Engagement Director at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2012 - October 2013
LarsonAllen LLP January 2006 - December 2011
Ostroff & Fair Co. October 2003 - December 2005
Walthall, Drake & Wallace LLP CPAs January 1997 - September 2003
Skills
Non-profits, Charter Schools, Hospitality, Tax, Auditing, Real Estate, Assurance, Accounting
Education
Kent State University 1991 — 1996
Bachelor's, Accounting
Newton Falls High School 1988 — 1991
CliftonLarsonAllen November 2013 - Present
CliftonLarsonAllen January 2012 - October 2013
LarsonAllen LLP January 2006 - December 2011
Ostroff & Fair Co. October 2003 - December 2005
Walthall, Drake & Wallace LLP CPAs January 1997 - September 2003
Skills
Non-profits, Charter Schools, Hospitality, Tax, Auditing, Real Estate, Assurance, Accounting
Education
Kent State University 1991 — 1996
Bachelor's, Accounting
Newton Falls High School 1988 — 1991
Alfred A. Yebba, CPA Alfred A. Yebba, CPA's LarsonAllen LLP Experience January 2008 - July 2010
Job PhD Candidate, Martin J. Whitman School of Management
Industry Accounting
Experience
Syracuse University June 2010 - Present
LarsonAllen, LLP January 2008 - July 2010
Landa & Altsher, P.C. October 1998 - January 2008
Skills
Research, Project Planning, PowerPoint, University Teaching, Auditing, Accounting, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Public Speaking, Budgets, Strategic Planning, GAAP, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Doctor of Philosophy (PhD), Accounting
Bentley University 2001 — 2005
Master of Business Administration (MBA), Finance
Bridgewater State College 1994 — 1998
Bachelor of Science, Accounting
Syracuse University June 2010 - Present
LarsonAllen, LLP January 2008 - July 2010
Landa & Altsher, P.C. October 1998 - January 2008
Skills
Research, Project Planning, PowerPoint, University Teaching, Auditing, Accounting, Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Public Speaking, Budgets, Strategic Planning, GAAP, Financial Reporting, Financial Accounting, Internal Controls, Financial Analysis, Microsoft Office
Education
Syracuse University - Martin J. Whitman School of Management 2010 — 2014
Doctor of Philosophy (PhD), Accounting
Bentley University 2001 — 2005
Master of Business Administration (MBA), Finance
Bridgewater State College 1994 — 1998
Bachelor of Science, Accounting
Tim Suchanick Tim Suchanick's LarsonAllen LLP Experience September 2006 - September 2007
Job Valuation and Corporate Strategy Focused Finance Professional
Industry Financial Services
Experience
Citi July 2014 - Present
Bank of America November 2010 - July 2014
Murray Devine September 2007 - November 2010
LarsonAllen, LLP September 2006 - September 2007
SEI Investments 2002 - 2006
Skills
Financial Modeling, Valuation, Investments, Business Valuation, Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds, Asset Managment, Mergers, Alternative Investments, Bloomberg, Private Equity, Fund Of Funds, Equities, Business Analysis, Accounting, Due Diligence, Forecasting, Mergers & Acquisitions, Auditing, Analysis
Education
Villanova University 2004 — 2006
M.B.A., Business
Penn State University 1998 — 2002
B.S., Finance
Citi July 2014 - Present
Bank of America November 2010 - July 2014
Murray Devine September 2007 - November 2010
LarsonAllen, LLP September 2006 - September 2007
SEI Investments 2002 - 2006
Skills
Financial Modeling, Valuation, Investments, Business Valuation, Portfolio Management, Hedge Funds, Financial Analysis, Mutual Funds, Asset Managment, Mergers, Alternative Investments, Bloomberg, Private Equity, Fund Of Funds, Equities, Business Analysis, Accounting, Due Diligence, Forecasting, Mergers & Acquisitions, Auditing, Analysis
Education
Villanova University 2004 — 2006
M.B.A., Business
Penn State University 1998 — 2002
B.S., Finance
Doug Fiebelkorn Doug Fiebelkorn's LarsonAllen LLP Experience January 2008 - December 2011
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
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
Ken Priebe Ken Priebe's LarsonAllen LLP Experience December 1989 - November 2007
Job Managing Member at Treasure Valley Tax of Eagle LLC
Industry Accounting
Experience
Treasure Valley Tax of Eagle LLC January 2010 - Present
Treasure Valley Tax Services Inc December 2007 - Present
LarsonAllen, LLP December 1989 - November 2007
KPMG November 1987 - October 1989
Skills
Tax, Tax Preparation, Income Tax, CPA, Small Business, Financial Analysis, Budgets, Microsoft Excel, Customer Service, Corporate Tax, Tax Returns, Public Speaking, Partnership Taxation, Team Building, S Corporations, Tax Accounting, Accountants, IRS, QuickBooks, Financial Reporting, Estate Tax Planning, Sales Tax, Financial Accounting, International Tax, Marketing, Payroll Services, Business Advisory, Payroll Taxes, Accounting, Tax Advisory, Marketing Strategy, Preparation, Cash Flow, LLC, Financial Planners, Bookkeeping, Business Tax Planning, Tax Research, Personal Tax Planning, Tax Law, Family Business, Trusts, Business Formation
Education
St. Cloud State University 1986 — 1987
BS, Accounting
Northwest Missouri State University 1977 — 1980
BS, Wildlife, Ecology & Conservation
Treasure Valley Tax of Eagle LLC January 2010 - Present
Treasure Valley Tax Services Inc December 2007 - Present
LarsonAllen, LLP December 1989 - November 2007
KPMG November 1987 - October 1989
Skills
Tax, Tax Preparation, Income Tax, CPA, Small Business, Financial Analysis, Budgets, Microsoft Excel, Customer Service, Corporate Tax, Tax Returns, Public Speaking, Partnership Taxation, Team Building, S Corporations, Tax Accounting, Accountants, IRS, QuickBooks, Financial Reporting, Estate Tax Planning, Sales Tax, Financial Accounting, International Tax, Marketing, Payroll Services, Business Advisory, Payroll Taxes, Accounting, Tax Advisory, Marketing Strategy, Preparation, Cash Flow, LLC, Financial Planners, Bookkeeping, Business Tax Planning, Tax Research, Personal Tax Planning, Tax Law, Family Business, Trusts, Business Formation
Education
St. Cloud State University 1986 — 1987
BS, Accounting
Northwest Missouri State University 1977 — 1980
BS, Wildlife, Ecology & Conservation
Ray Morrison's LarsonAllen LLP Experience September 2006 - August 2008
Job Field Support Center Manager at Compass Group North America
Industry Food & Beverages
Experience
Compass Group North America September 2012 - Present
Compass Group North America August 2010 - October 2012
Compass Group North America December 2008 - August 2010
Larsonallen, LLP September 2006 - August 2008
James Barham, CPA January 2004 - April 2006
Skills
Risk Management, Change Management, Management, Due Diligence, Acquisition Integration, Accounting, Financial Accounting, Forensic Accounting, Auditing, Process Improvement, Forecasting, Finance, Leadership, Strategic Planning, Training, Budgets, Customer Service, Team Building, Financial Reporting, Sales
Education
NAMA EDP at MSU 2014 — 2014
Executive Development Program
North Carolina State University 2005 — 2006
Master of Accounting, Information Technology Concentration
North Carolina State University - College of Management 2001 — 2005
Business Management, Finance
North Carolina State University - College of Management 2001 — 2005
Accounting, Financial Analysis
Compass Group North America September 2012 - Present
Compass Group North America August 2010 - October 2012
Compass Group North America December 2008 - August 2010
Larsonallen, LLP September 2006 - August 2008
James Barham, CPA January 2004 - April 2006
Skills
Risk Management, Change Management, Management, Due Diligence, Acquisition Integration, Accounting, Financial Accounting, Forensic Accounting, Auditing, Process Improvement, Forecasting, Finance, Leadership, Strategic Planning, Training, Budgets, Customer Service, Team Building, Financial Reporting, Sales
Education
NAMA EDP at MSU 2014 — 2014
Executive Development Program
North Carolina State University 2005 — 2006
Master of Accounting, Information Technology Concentration
North Carolina State University - College of Management 2001 — 2005
Business Management, Finance
North Carolina State University - College of Management 2001 — 2005
Accounting, Financial Analysis
Craig Olsen Craig Olsen's LarsonAllen LLP Experience July 2002 - January 2012
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen LLP July 2002 - January 2012
Ritchie, Luukkonen, Campbell & Co. Ltd. January 1995 - July 2002
Charles Bailly & Company December 1985 - January 1995
Skills
Non-profits, Real Estate, Construction, Accounting, Tax, Auditing, Financial Reporting, CPA, Nonprofits, Financial Analysis, Corporate Tax, Income Tax, Tax Preparation
Education
The University of North Dakota 1981 — 1985
Bachelors of Business Administration
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen LLP July 2002 - January 2012
Ritchie, Luukkonen, Campbell & Co. Ltd. January 1995 - July 2002
Charles Bailly & Company December 1985 - January 1995
Skills
Non-profits, Real Estate, Construction, Accounting, Tax, Auditing, Financial Reporting, CPA, Nonprofits, Financial Analysis, Corporate Tax, Income Tax, Tax Preparation
Education
The University of North Dakota 1981 — 1985
Bachelors of Business Administration
Jared Wiese Jared Wiese's LarsonAllen LLP Experience February 2003 - November 2011
Job Controller at TMI Coatings, Inc
Industry Accounting
Experience
TMI Coatings, Inc. November 2011 - Present
LarsonAllen LLP February 2003 - November 2011
Deloitte 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Assurance, GAAP, Accounting, Internal Controls, Tax, CPA, Auditing, Financial Reporting, US GAAP, Corporate Tax, Sarbanes-Oxley Act, Financial Statements
Education
St. John's University 1997 — 2001
Bachelor of Arts, Accounting & Business Management
TMI Coatings, Inc. November 2011 - Present
LarsonAllen LLP February 2003 - November 2011
Deloitte 2002 - 2003
Arthur Andersen 2001 - 2002
Skills
Assurance, GAAP, Accounting, Internal Controls, Tax, CPA, Auditing, Financial Reporting, US GAAP, Corporate Tax, Sarbanes-Oxley Act, Financial Statements
Education
St. John's University 1997 — 2001
Bachelor of Arts, Accounting & Business Management
Anna Clark, CPA Anna Clark, CPA's LarsonAllen LLP Experience August 2007 - November 2010
Job Business Analyst, Financial Planning at WakeMed
Industry Accounting
Experience
WakeMed January 2011 - Present
LarsonAllen November 2010 - January 2011
LarsonAllen LLP August 2007 - November 2010
LarsonAllen September 2005 - August 2007
Skills
CPA, Financial Reporting, Accounting, Auditing, Financial Accounting, GAAP, Internal Controls, Financial Analysis, General Ledger, Account Reconciliation, Variance Analysis, Assurance
Education
North Carolina State University 2004 — 2005
Masters, Accounting
Meredith College 2000 — 2004
BS, Accounting
WakeMed January 2011 - Present
LarsonAllen November 2010 - January 2011
LarsonAllen LLP August 2007 - November 2010
LarsonAllen September 2005 - August 2007
Skills
CPA, Financial Reporting, Accounting, Auditing, Financial Accounting, GAAP, Internal Controls, Financial Analysis, General Ledger, Account Reconciliation, Variance Analysis, Assurance
Education
North Carolina State University 2004 — 2005
Masters, Accounting
Meredith College 2000 — 2004
BS, Accounting
Darda C Duncan, CPA, CGMA's LarsonAllen LLP Experience April 2001 - February 2009
Job Director, Finance and Administration
Industry Nonprofit Organization Management
Experience
Institute for Operations Research and the Management Sciences (INFORMS) July 2014 - Present
National Endowment for Democracy (NED) January 2010 - June 2014
LarsonAllen LLP April 2001 - February 2009
International Life Sciences Institute (ILSI) 1997 - 2001
American College of Nurse-Midwives (ACNM) 1990 - 1996
Skills
Accounting, Non-profits, Budgets, CPA, Grants, Finance, Financial Analysis, Internal Controls, Financial Reporting, Managerial Finance, GAAP, Financial Accounting, Tax, Strategic Financial..., Corporate Tax, Financial Statements, Cost Accounting, Tax Preparation, Small Business, Income Tax, Mergers & Acquisitions, Management Consulting, Leadership, QuickBooks, Cash Flow, External Audit, Strategic Planning, Forecasting, Accounts Payable, General Ledger, Forensic Accounting, Nonprofits, Assurance, Executive Management, US GAAP, Internal Audit, Payroll, Due Diligence, Analysis, SEC filings, Corporate Finance, Cash Management, Financial Audits, Account Reconciliation, Revenue Recognition, Strategy, Sarbanes-Oxley Act, Financial Modeling, Auditing, Management
Education
Marshall University
Bachelor of Business Administration (B.B.A.), Accounting
Institute for Operations Research and the Management Sciences (INFORMS) July 2014 - Present
National Endowment for Democracy (NED) January 2010 - June 2014
LarsonAllen LLP April 2001 - February 2009
International Life Sciences Institute (ILSI) 1997 - 2001
American College of Nurse-Midwives (ACNM) 1990 - 1996
Skills
Accounting, Non-profits, Budgets, CPA, Grants, Finance, Financial Analysis, Internal Controls, Financial Reporting, Managerial Finance, GAAP, Financial Accounting, Tax, Strategic Financial..., Corporate Tax, Financial Statements, Cost Accounting, Tax Preparation, Small Business, Income Tax, Mergers & Acquisitions, Management Consulting, Leadership, QuickBooks, Cash Flow, External Audit, Strategic Planning, Forecasting, Accounts Payable, General Ledger, Forensic Accounting, Nonprofits, Assurance, Executive Management, US GAAP, Internal Audit, Payroll, Due Diligence, Analysis, SEC filings, Corporate Finance, Cash Management, Financial Audits, Account Reconciliation, Revenue Recognition, Strategy, Sarbanes-Oxley Act, Financial Modeling, Auditing, Management
Education
Marshall University
Bachelor of Business Administration (B.B.A.), Accounting
Adam Kalarovich Adam Kalarovich's LarsonAllen LLP Experience September 2003 - August 2010
Job Engagement Director at CliftonLarsonAllen
Industry Hospital & Health Care
Experience
CliftonLarsonAllen September 2012 - Present
Carolinas Healthcare System June 2011 - September 2012
Carolinas Healthcare System August 2010 - July 2011
LarsonAllen LLP September 2003 - August 2010
Skills
Healthcare, Hospitals, CPA, Internal Controls, Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Account Reconciliation, Strategic Planning, Budgets, Financial Audits, US GAAP, Tax, Mergers & Acquisitions, Corporate Tax, Fixed Assets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
MAC, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BSPH, Health Policy and Administration
CliftonLarsonAllen September 2012 - Present
Carolinas Healthcare System June 2011 - September 2012
Carolinas Healthcare System August 2010 - July 2011
LarsonAllen LLP September 2003 - August 2010
Skills
Healthcare, Hospitals, CPA, Internal Controls, Auditing, Financial Reporting, GAAP, Accounting, Financial Accounting, Financial Analysis, Sarbanes-Oxley Act, Internal Audit, General Ledger, Assurance, Account Reconciliation, Strategic Planning, Budgets, Financial Audits, US GAAP, Tax, Mergers & Acquisitions, Corporate Tax, Fixed Assets
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2002 — 2003
MAC, Accounting
University of North Carolina at Chapel Hill 1998 — 2002
BSPH, Health Policy and Administration
David Bower David Bower's LarsonAllen LLP Experience May 2009 - August 2009
Job Associate Product Manager at Klein Tools
Industry Market Research
Experience
Klein Tools March 2014 - Present
JEL Management January 2012 - March 2014
Texas Christian University September 2011 - December 2011
HOPE Farm Inc. September 2010 - June 2011
Texas Rangers Baseball Club June 2010 - November 2010
H.O.P.E. Farm September 2009 - September 2010
Scottrade, Inc October 2009 - February 2010
LarsonAllen LLP May 2009 - August 2009
Skills
Microsoft Excel, Academic Achievement, Public Speaking, Team Leadership, Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Market Research, Financial Analysis, Outlook, Nonprofits, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
The Neeley School of Business
Bachelor, Business Administration; Finance and Entrepreneurial Management double
Klein Tools March 2014 - Present
JEL Management January 2012 - March 2014
Texas Christian University September 2011 - December 2011
HOPE Farm Inc. September 2010 - June 2011
Texas Rangers Baseball Club June 2010 - November 2010
H.O.P.E. Farm September 2009 - September 2010
Scottrade, Inc October 2009 - February 2010
LarsonAllen LLP May 2009 - August 2009
Skills
Microsoft Excel, Academic Achievement, Public Speaking, Team Leadership, Non-profits, PowerPoint, Microsoft Word, Microsoft Office, Social Networking, Social Media, Market Research, Financial Analysis, Outlook, Nonprofits, Customer Service
Education
Texas Christian University - M.J. Neeley School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Finance
Texas Christian University
Bachelor of Business Administration (BBA), Finance, General
The Neeley School of Business
Bachelor, Business Administration; Finance and Entrepreneurial Management double
Joshua Thimjon, CPA Joshua Thimjon, CPA's LarsonAllen LLP Experience January 2004 - March 2004
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
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
Glen Steiner Glen Steiner's LarsonAllen LLP Experience January 2003 - August 2011
Job CPA at Steiner Financial, LLC
Industry Accounting
Experience
Steiner Financial, LLC August 2011 - Present
LarsonAllen, LLP January 2003 - August 2011
Marjo Acres, Inc 1990 - 1999
Skills
Agriculture, Accounting, taxation, Financial Accounting, Income Tax, Quickbooks, Centerpoint Ag..., CPA, Tax Preparation, Tax
Education
Illinois State University 2000 — 2002
M.S.A., Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Animal Science
Steiner Financial, LLC August 2011 - Present
LarsonAllen, LLP January 2003 - August 2011
Marjo Acres, Inc 1990 - 1999
Skills
Agriculture, Accounting, taxation, Financial Accounting, Income Tax, Quickbooks, Centerpoint Ag..., CPA, Tax Preparation, Tax
Education
Illinois State University 2000 — 2002
M.S.A., Accounting
University of Illinois at Urbana-Champaign 1987 — 1991
B.S., Animal Science
Josh Stahl's LarsonAllen LLP Experience November 2005 - September 2006
Job
Industry Information Technology and Services
Experience
Buffalo Wild Wings December 2014 - Present
Starkey Labs March 2011 - December 2014
LarsonAllen September 2006 - March 2011
LarsonAllen, LLP November 2005 - September 2006
Dorsey & Whitney LLP January 2002 - November 2005
Mermaid Event Center 2000 - 2004
Mermaid Event Center January 2000 - October 2003
Skills
Troubleshooting, Project Management, Outlook, Microsoft Excel, PowerPoint, Leadership, Management, Business Analysis, Business Intelligence, Requirements Gathering, Business Process..., Visual Basic, Research, Process Scheduler, Strategy, Software Documentation, Change Management, Security, Process Improvement
Education
Brown College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), computer programming
Walden University
Business Administration, Bachelor of Science; A.A.S
Buffalo Wild Wings December 2014 - Present
Starkey Labs March 2011 - December 2014
LarsonAllen September 2006 - March 2011
LarsonAllen, LLP November 2005 - September 2006
Dorsey & Whitney LLP January 2002 - November 2005
Mermaid Event Center 2000 - 2004
Mermaid Event Center January 2000 - October 2003
Skills
Troubleshooting, Project Management, Outlook, Microsoft Excel, PowerPoint, Leadership, Management, Business Analysis, Business Intelligence, Requirements Gathering, Business Process..., Visual Basic, Research, Process Scheduler, Strategy, Software Documentation, Change Management, Security, Process Improvement
Education
Brown College 2001 — 2003
Associate of Arts and Sciences (A.A.S.), computer programming
Walden University
Business Administration, Bachelor of Science; A.A.S
David Legge, CPA,CTGA, CFrA, CRP David Legge, CPA,CTGA, CFrA, CRP's LarsonAllen LLP Experience 2008 - January 2012
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
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
David Privette David Privette's LarsonAllen LLP Experience January 2007 - January 2012
Job Infrastructure Services Engineer at Old Republic Title Company
Industry Insurance
Experience
Old Republic Title Company November 2012 - Present
D&L Estates of Minnesota, LLC 2006 - Present
CliftonLarsonAllen January 2012 - November 2012
LarsonAllen LLP January 2007 - January 2012
Allianz Life 2000 - 2006
Skills
Active Directory, Citrix, VMware, Windows Server, Virtualization, Citrix Metaframe, Process Improvement, Troubleshooting, ITIL, Group Policy, 2008 R2, Technical Support, VDI, Software Installation, Software Documentation, Information Technology, System Administration, Windows 7, Servers
Education
Brown College 2001 — 2002
Cert., Computer/LAN Support
Old Republic Title Company November 2012 - Present
D&L Estates of Minnesota, LLC 2006 - Present
CliftonLarsonAllen January 2012 - November 2012
LarsonAllen LLP January 2007 - January 2012
Allianz Life 2000 - 2006
Skills
Active Directory, Citrix, VMware, Windows Server, Virtualization, Citrix Metaframe, Process Improvement, Troubleshooting, ITIL, Group Policy, 2008 R2, Technical Support, VDI, Software Installation, Software Documentation, Information Technology, System Administration, Windows 7, Servers
Education
Brown College 2001 — 2002
Cert., Computer/LAN Support
Brett Herges's LarsonAllen LLP Experience January 2009 - April 2009
Job Advisory Senior Consultant at Deloitte
Industry Telecommunications
Experience
Deloitte & Touche September 2010 - Present
VZ Wireless Inc December 2009 - August 2011
LarsonAllen, LLP January 2009 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, SEC filings, Business Process..., Financial Modeling, Financial Reporting, Strategic Thinking, Creative Direction, Enterprise Risk..., Strategic Risk..., Compliance Risk..., Directing, Experienced Traveler, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Bachelor of Science, Business; Accounting
Deloitte & Touche September 2010 - Present
VZ Wireless Inc December 2009 - August 2011
LarsonAllen, LLP January 2009 - April 2009
Wells Fargo May 2008 - September 2008
Skills
Sarbanes-Oxley Act, Internal Controls, Internal Audit, SEC filings, Business Process..., Financial Modeling, Financial Reporting, Strategic Thinking, Creative Direction, Enterprise Risk..., Strategic Risk..., Compliance Risk..., Directing, Experienced Traveler, Finance
Education
University of Minnesota - Carlson School of Management 2008 — 2010
Bachelor of Science, Business; Accounting
Jessica Logan, CPA Jessica Logan, CPA's LarsonAllen LLP Experience October 2009 - November 2011
Job Vice President, Finance and Administration at USChina Business Council
Industry Accounting
Experience
US-China Business Council April 2015 - Present
US-China Business Council April 2014 - April 2015
State Services Organization September 2012 - March 2014
CliftonLarsonAllen, LLP November 2011 - September 2012
LarsonAllen LLP October 2009 - November 2011
Afable ACS November 2008 - January 2011
Integral Financial Group June 2007 - August 2008
InPhonic 2006 - 2007
Cato Institute 2004 - 2006
Skills
Financial Reporting, General Ledger, Accounting, Financial Statements, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Fixed Assets, Tax Preparation, CPA, US GAAP, Revenue Recognition, Finance, Financial Analysis
Education
University of San Diego
US-China Business Council April 2015 - Present
US-China Business Council April 2014 - April 2015
State Services Organization September 2012 - March 2014
CliftonLarsonAllen, LLP November 2011 - September 2012
LarsonAllen LLP October 2009 - November 2011
Afable ACS November 2008 - January 2011
Integral Financial Group June 2007 - August 2008
InPhonic 2006 - 2007
Cato Institute 2004 - 2006
Skills
Financial Reporting, General Ledger, Accounting, Financial Statements, Internal Controls, Financial Accounting, Sarbanes-Oxley Act, Fixed Assets, Tax Preparation, CPA, US GAAP, Revenue Recognition, Finance, Financial Analysis
Education
University of San Diego
Gail A. Miller Gail A. Miller's LarsonAllen LLP Experience 1993 - 2011
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen January 2012 - Present
LarsonAllen LLP 1993 - 2011
Skills
Healthcare, Healthcare Industry, CPA, Forecasting, Feasibility Studies, Market Research..., Financial Analysis, Financial Modeling, Strategic Financial..., Strategy, Due Diligence, Consulting, Financial Planning, Internal Controls
Education
Minnesota State University, Mankato 1989 — 1993
BS, Accounting
CliftonLarsonAllen January 2012 - Present
LarsonAllen LLP 1993 - 2011
Skills
Healthcare, Healthcare Industry, CPA, Forecasting, Feasibility Studies, Market Research..., Financial Analysis, Financial Modeling, Strategic Financial..., Strategy, Due Diligence, Consulting, Financial Planning, Internal Controls
Education
Minnesota State University, Mankato 1989 — 1993
BS, Accounting
Heidi Hillman Heidi Hillman's LarsonAllen LLP Experience January 1995 - December 2010
Job CFO at Welcov Healthcare LLC
Industry Health, Wellness and Fitness
Experience
Welcov Healthcare LLC January 2011 - Present
LarsonAllen LLP January 1995 - December 2010
LarsonAllen January 1995 - December 2010
Skills
Healthcare, Financial Reporting, Accounting, Tax, Auditing
Education
University of Minnesota - Carlson School of Management 1993 — 1995
BS, Accounting
Welcov Healthcare LLC January 2011 - Present
LarsonAllen LLP January 1995 - December 2010
LarsonAllen January 1995 - December 2010
Skills
Healthcare, Financial Reporting, Accounting, Tax, Auditing
Education
University of Minnesota - Carlson School of Management 1993 — 1995
BS, Accounting
Barbara Beltrand Barbara Beltrand's LarsonAllen LLP Experience October 1997 - May 2007
Job Assistant Professor at Metropolitan State University
Industry Accounting
Experience
Metropolitan State University June 2009 - Present
B2 Beltrand LLC 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. June 2007 - March 2009
LarsonAllen LLP October 1997 - May 2007
Council for Responsible Genetics, Inc. 2000 - 2005
Skills
Accounting, Auditing, Audit, Assurance, Non-profits, Financial Reporting, Internal Controls, Financial Accounting, Preparation, Internal Audit, Bookkeeping, Word, Microsoft Office, GAAP
Education
D'Amore-McKim School of Business at Northeastern University
MA, Accounting/Business Administration
Simmons College
MA, Library Science
Macalester College 1972 — 1975
Bachelor of Arts (B.A.), English & Anthropology
Metropolitan State University June 2009 - Present
B2 Beltrand LLC 2009 - Present
Boulay, Heutmaker, Zibell & Co. P.L.L.P. June 2007 - March 2009
LarsonAllen LLP October 1997 - May 2007
Council for Responsible Genetics, Inc. 2000 - 2005
Skills
Accounting, Auditing, Audit, Assurance, Non-profits, Financial Reporting, Internal Controls, Financial Accounting, Preparation, Internal Audit, Bookkeeping, Word, Microsoft Office, GAAP
Education
D'Amore-McKim School of Business at Northeastern University
MA, Accounting/Business Administration
Simmons College
MA, Library Science
Macalester College 1972 — 1975
Bachelor of Arts (B.A.), English & Anthropology
Craig Popenhagen's LarsonAllen LLP Experience August 2004 - November 2006
Job Principal at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP November 2006 - Present
CliftonLarsonAllen LLP 2006 - 2014
LarsonAllen LLP August 2004 - November 2006
Deloitte & Touche LLP 1994 - 2004
Education
University of Northern Iowa 1991 — 1994
CliftonLarsonAllen LLP November 2006 - Present
CliftonLarsonAllen LLP 2006 - 2014
LarsonAllen LLP August 2004 - November 2006
Deloitte & Touche LLP 1994 - 2004
Education
University of Northern Iowa 1991 — 1994
Sarah (March) Coveney's LarsonAllen LLP Experience January 2006 - September 2007
Job CPA serving small businesses with outsourced payroll processing & superior customer service.
Industry Accounting
Experience
Premier Payroll Services, Inc. September 2007 - Present
LarsonAllen LLP January 2006 - September 2007
Education
Lehigh University - College of Business and Economics 2002 — 2005
BS, Accounting
Villa Maria Academy 1998 — 2002
Premier Payroll Services, Inc. September 2007 - Present
LarsonAllen LLP January 2006 - September 2007
Education
Lehigh University - College of Business and Economics 2002 — 2005
BS, Accounting
Villa Maria Academy 1998 — 2002
Kelly Werning's LarsonAllen LLP Experience 2003 - 2007
Job Controller at Cummins Rocky Mountain
Industry Accounting
Experience
Cummins Rocky Mountain April 2014 - Present
Flatiron Construction November 2008 - April 2014
Crocs, Inc. March 2007 - October 2008
LarsonAllen LLP 2003 - 2007
Skills
Construction, Project Planning, JD Edwards, Financial Analysis, Financial Reporting, General Ledger, Forecasting, Accounting, Accounts Payable, Internal Controls, Internal Audit, GAAP, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Leadership, Budgets
Education
University of Northern Iowa 1998 — 2003
BA, Accounting & BA, Marketing Management
Cummins Rocky Mountain April 2014 - Present
Flatiron Construction November 2008 - April 2014
Crocs, Inc. March 2007 - October 2008
LarsonAllen LLP 2003 - 2007
Skills
Construction, Project Planning, JD Edwards, Financial Analysis, Financial Reporting, General Ledger, Forecasting, Accounting, Accounts Payable, Internal Controls, Internal Audit, GAAP, Financial Accounting, Auditing, Sarbanes-Oxley Act, US GAAP, Leadership, Budgets
Education
University of Northern Iowa 1998 — 2003
BA, Accounting & BA, Marketing Management
John Pitzl's LarsonAllen LLP Experience September 2006 - September 2007
Job Business and Tax Advisor
Industry Accounting
Experience
Pitzl & Pitzl PA October 2007 - Present
LarsonAllen LLP September 2006 - September 2007
Eide Bailly LLP 2004 - 2006
Lurie Besikof Lapidus & Company, LLP 2003 - 2005
Skills
Tax, ProSystem fx Tax, Accounting, Financial Reporting, CPA, Income Tax, QuickBooks, Tax Accounting, Tax Preparation, Financial Analysis, Auditing, Corporate Tax, GAAP, Financial Planning, Tax Returns, Management, Finance, Leadership
Education
University of Minnesota Duluth 1998 — 2002
Pitzl & Pitzl PA October 2007 - Present
LarsonAllen LLP September 2006 - September 2007
Eide Bailly LLP 2004 - 2006
Lurie Besikof Lapidus & Company, LLP 2003 - 2005
Skills
Tax, ProSystem fx Tax, Accounting, Financial Reporting, CPA, Income Tax, QuickBooks, Tax Accounting, Tax Preparation, Financial Analysis, Auditing, Corporate Tax, GAAP, Financial Planning, Tax Returns, Management, Finance, Leadership
Education
University of Minnesota Duluth 1998 — 2002
Andrea Martinson's LarsonAllen LLP Experience September 2005 - May 2009
Job Manager, Financial Reporting & Compliance National Marrow Donor Program/Be The Match Foundation
Industry Accounting
Experience
Be The Match operated by National Marrow Donor Program May 2009 - Present
LarsonAllen LLP September 2005 - May 2009
Wimmer's Diamonds, Fargo, ND April 2003 - June 2005
Skills
Budgeting, Non-profits, Auditing, Compliance, Tax, Accounting, Budgets, Financial Reporting, Training, Nonprofits, Time Management, Account Reconciliation, Management, Strategy, CPA, Managerial Finance, General Ledger, Finance
Education
Concordia College 2001 — 2005
Bachelor of Arts, Accounting & Organizational Communication
Be The Match operated by National Marrow Donor Program May 2009 - Present
LarsonAllen LLP September 2005 - May 2009
Wimmer's Diamonds, Fargo, ND April 2003 - June 2005
Skills
Budgeting, Non-profits, Auditing, Compliance, Tax, Accounting, Budgets, Financial Reporting, Training, Nonprofits, Time Management, Account Reconciliation, Management, Strategy, CPA, Managerial Finance, General Ledger, Finance
Education
Concordia College 2001 — 2005
Bachelor of Arts, Accounting & Organizational Communication
Kate Fishers's LarsonAllen LLP Experience January 1993 - July 2015
Job Shareholder Kate Fishers CPA LLC
Industry Accounting
Experience
Kate Fishers CPA LLC August 2015 - Present
LarsonAllen LLP January 1993 - July 2015
CFSE 1993 - 2006
Skills
Corporate Tax, Tax Research, Multi-state tax returns, Profx, Individual Returns, Accounting for Small..., CCH Research, K-1, Tax, International Tax, Trusts, Estate Tax Planning, Transfer Pricing, LLC, Income Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, Estate Planning, Tax Returns, Tax Advisory, Accounting, Tax Law, QuickBooks, Accountants, Bookkeeping, S Corporations, IRS, Forensic Accounting, Business Advisory
Education
University of Central Florida - College of Business Administration
Kate Fishers CPA LLC August 2015 - Present
LarsonAllen LLP January 1993 - July 2015
CFSE 1993 - 2006
Skills
Corporate Tax, Tax Research, Multi-state tax returns, Profx, Individual Returns, Accounting for Small..., CCH Research, K-1, Tax, International Tax, Trusts, Estate Tax Planning, Transfer Pricing, LLC, Income Tax, Tax Preparation, Partnership Taxation, CPA, Tax Accounting, Estate Planning, Tax Returns, Tax Advisory, Accounting, Tax Law, QuickBooks, Accountants, Bookkeeping, S Corporations, IRS, Forensic Accounting, Business Advisory
Education
University of Central Florida - College of Business Administration
Andi Laabs's LarsonAllen LLP Experience January 2008 - March 2010
Job Controller at Faribault Public Schools
Industry Accounting
Experience
Faribault Public Schools March 2010 - Present
LarsonAllen LLP January 2008 - March 2010
Education
Minnesota State University, Mankato 2004 — 2008
B.S., Accounting
Faribault Public Schools March 2010 - Present
LarsonAllen LLP January 2008 - March 2010
Education
Minnesota State University, Mankato 2004 — 2008
B.S., Accounting
Barbara Earnheart's LarsonAllen LLP Experience November 2010 - February 2012
Job Engagement Director at CliftonLarsonAllen LLP
Industry Accounting
Experience
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen LLP November 2010 - February 2012
LeMaster & Daniels February 2000 - October 2010
Big Lots - Consolidated Stores February 1996 - February 2000
Skills
Corporate Tax, Financial Statements, Tax Research, Accounting, QuickBooks, Income Tax, Preparation, Tax Preparation, Tax, Financial Accounting
Education
The Ohio State University 1985 — 1987
Bachelor of Science Business Administration, Accounting and Finance
CliftonLarsonAllen LLP January 2012 - Present
LarsonAllen LLP November 2010 - February 2012
LeMaster & Daniels February 2000 - October 2010
Big Lots - Consolidated Stores February 1996 - February 2000
Skills
Corporate Tax, Financial Statements, Tax Research, Accounting, QuickBooks, Income Tax, Preparation, Tax Preparation, Tax, Financial Accounting
Education
The Ohio State University 1985 — 1987
Bachelor of Science Business Administration, Accounting and Finance
Jenise Musselman's LarsonAllen LLP Experience November 2009 - July 2010
Job Director of Cost Management and Inventory Control at AmeriGas Propane
Industry Accounting
Experience
AmeriGas Propane January 2014 - Present
AmeriGas Propane November 2012 - December 2013
UGI Corporation November 2011 - October 2012
AmeriGas Propane, Inc July 2010 - October 2011
LarsonAllen, LLP November 2009 - July 2010
LarsonAllen LLP September 2007 - October 2009
LarsonAllen September 2004 - August 2007
Skills
Internal Controls, Budgets, Auditing, Financial Reporting, Human Resources, Accounting, Enterprise Risk..., Financial Statements, Mergers & Acquisitions, Analysis, Financial Audits, IT Audit, Finance, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Strategy, Risk Assessment, Sarbanes-Oxley, Project Planning, Risk Management, Software Documentation, Process Improvement, Management
Education
Eastern University 2000 — 2004
BS Accounting and BA in Marketing
Christopher Dock
AmeriGas Propane January 2014 - Present
AmeriGas Propane November 2012 - December 2013
UGI Corporation November 2011 - October 2012
AmeriGas Propane, Inc July 2010 - October 2011
LarsonAllen, LLP November 2009 - July 2010
LarsonAllen LLP September 2007 - October 2009
LarsonAllen September 2004 - August 2007
Skills
Internal Controls, Budgets, Auditing, Financial Reporting, Human Resources, Accounting, Enterprise Risk..., Financial Statements, Mergers & Acquisitions, Analysis, Financial Audits, IT Audit, Finance, Sarbanes-Oxley Act, Due Diligence, Internal Audit, Strategy, Risk Assessment, Sarbanes-Oxley, Project Planning, Risk Management, Software Documentation, Process Improvement, Management
Education
Eastern University 2000 — 2004
BS Accounting and BA in Marketing
Christopher Dock
Benson Theuninck, CPA MBT's LarsonAllen LLP Experience January 1996 - August 1998
Job Partner at Theuninck & Kari, LLC
Industry Accounting
Experience
Theuninck & Kari, LLC January 2005 - Present
Patriot Bank Minnesota January 2007 - September 2011
Benson P. Theuninck, LLC May 2002 - December 2004
HLB Tautges Redpath, Ltd. September 1998 - May 2002
LarsonAllen LLP January 1996 - August 1998
Skills
Accounting, Tax, Financial Reporting, Real Estate, Small Business, Income Tax, Construction, Preparation, Corporate Tax, Start-ups, Budgeting, Accountants, Tax Services, Bookkeeping, Business Advisory, Tax Preparation, CPA, Cash Flow, QuickBooks, S Corporations, GAAP, Tax Accounting, Business Planning, Financial Modeling, Partnership Taxation, Financial Statements, Tax Research, IRS, US Tax, Tax Advisory, US GAAP, Compilation, Tax Returns, General Ledger, Sales Tax, Financial Accounting, Cost Accounting, Budgets, Strategic Financial..., Business Valuation, Cash Flow Forecasting, Fixed Assets, Auditing, Peachtree
Education
University of Minnesota - Carlson School of Management 1999 — 2005
MBT, Tax
Arizona State University - W. P. Carey School of Business 1993 — 1995
BS, Accounting
University of Minnesota-Duluth 1991 — 1993
Theuninck & Kari, LLC January 2005 - Present
Patriot Bank Minnesota January 2007 - September 2011
Benson P. Theuninck, LLC May 2002 - December 2004
HLB Tautges Redpath, Ltd. September 1998 - May 2002
LarsonAllen LLP January 1996 - August 1998
Skills
Accounting, Tax, Financial Reporting, Real Estate, Small Business, Income Tax, Construction, Preparation, Corporate Tax, Start-ups, Budgeting, Accountants, Tax Services, Bookkeeping, Business Advisory, Tax Preparation, CPA, Cash Flow, QuickBooks, S Corporations, GAAP, Tax Accounting, Business Planning, Financial Modeling, Partnership Taxation, Financial Statements, Tax Research, IRS, US Tax, Tax Advisory, US GAAP, Compilation, Tax Returns, General Ledger, Sales Tax, Financial Accounting, Cost Accounting, Budgets, Strategic Financial..., Business Valuation, Cash Flow Forecasting, Fixed Assets, Auditing, Peachtree
Education
University of Minnesota - Carlson School of Management 1999 — 2005
MBT, Tax
Arizona State University - W. P. Carey School of Business 1993 — 1995
BS, Accounting
University of Minnesota-Duluth 1991 — 1993
Bridget Millican's LarsonAllen LLP Experience April 2008 - July 2010
Job Teacher at Gulf Coast Charter Academy South
Industry Education Management
Experience
Gulf Coast Charter Academy South August 2013 - Present
Bonita Springs Preparatory and Fitness Academy August 2012 - July 2013
Six Mile Charter Academy August 2010 - July 2012
LarsonAllen LLP April 2008 - July 2010
Nova Southeastern University April 2005 - December 2005
Nova Southeastern University February 2004 - April 2005
Nova Southeastern University July 2003 - February 2004
Skills
QuickBooks, Accounting, Microsoft Excel, Outlook, Payroll, Invoicing, Accounts Payable, Microsoft Office, Bookkeeping, Customer Service
Education
Florida Gulf Coast University 2009 — 2011
Cerificate, Teaching Immersion Program
Nova Southeastern University 1999 — 2003
Bachelors, Psychology
Gulf Coast Charter Academy South August 2013 - Present
Bonita Springs Preparatory and Fitness Academy August 2012 - July 2013
Six Mile Charter Academy August 2010 - July 2012
LarsonAllen LLP April 2008 - July 2010
Nova Southeastern University April 2005 - December 2005
Nova Southeastern University February 2004 - April 2005
Nova Southeastern University July 2003 - February 2004
Skills
QuickBooks, Accounting, Microsoft Excel, Outlook, Payroll, Invoicing, Accounts Payable, Microsoft Office, Bookkeeping, Customer Service
Education
Florida Gulf Coast University 2009 — 2011
Cerificate, Teaching Immersion Program
Nova Southeastern University 1999 — 2003
Bachelors, Psychology
Christine Njogu's LarsonAllen LLP Experience 2005 - 2006
Job Staff Accountant at Postmedia Network Inc.
Industry Accounting
Experience
Postmedia Network Inc. 2010 - Present
University of Minnesota 2007 - 2009
Allina Hospitals & Clinics 2006 - 2007
LarsonAllen LLP 2005 - 2006
US Bank 2001 - 2005
Education
College of St. Catherine
Bachelor of Science, International Business & Economics
University of Saint Thomas - School of Business
M.B.A, Management
Postmedia Network Inc. 2010 - Present
University of Minnesota 2007 - 2009
Allina Hospitals & Clinics 2006 - 2007
LarsonAllen LLP 2005 - 2006
US Bank 2001 - 2005
Education
College of St. Catherine
Bachelor of Science, International Business & Economics
University of Saint Thomas - School of Business
M.B.A, Management
Jonathan Langfield's LarsonAllen LLP Experience 1986 - Present
Job Principal at LarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2008 - Present
LarsonAllen, LLP 1986 - Present
Education
University of Massachusetts Dartmouth 1982 — 1986
BS, Accounting
CliftonLarsonAllen January 2008 - Present
LarsonAllen, LLP 1986 - Present
Education
University of Massachusetts Dartmouth 1982 — 1986
BS, Accounting
Frances Burke's LarsonAllen LLP Experience July 2008 - May 2009
Job Accounting Manager at Thompson Hughes Trollinger
Industry Accounting
Experience
Thompson Hughes Trollinger November 2009 - Present
LarsonAllen LLP July 2008 - May 2009
Schreiner Legge & Co June 2004 - July 2008
Corbin Company 2002 - 2004
Skills
Accounting, Tax, CPA, Finance, Financial Reporting, Financial Accounting, Auditing, Internal Controls, General Ledger, GAAP
Education
Marquette University 1960 — 1964
BA, Accounting
Thompson Hughes Trollinger November 2009 - Present
LarsonAllen LLP July 2008 - May 2009
Schreiner Legge & Co June 2004 - July 2008
Corbin Company 2002 - 2004
Skills
Accounting, Tax, CPA, Finance, Financial Reporting, Financial Accounting, Auditing, Internal Controls, General Ledger, GAAP
Education
Marquette University 1960 — 1964
BA, Accounting
Sara Lusignan's LarsonAllen LLP Experience January 2005 - January 2008
Job Vice President of Finance at Aspirus
Industry Hospital & Health Care
Experience
Aspirus February 2015 - Present
Sanford Health January 2008 - February 2015
LarsonAllen LLP January 2005 - January 2008
Miller, McDonald, Inc. June 1998 - January 2005
Skills
Financial Reporting, Internal Controls, Leadership, Auditing, Healthcare, Budgets, Nonprofits, Finance, Financial Analysis, CPA, Hospitals, Healthcare Management, Healthcare Information..., Process Improvement
Education
The College of St. Scholastica 2014 — 2016
Master of Business Administration (MBA), Rural Healthcare Administration
Bemidji State University 1991 — 1996
Bachelor of Science, Accounting
Aspirus February 2015 - Present
Sanford Health January 2008 - February 2015
LarsonAllen LLP January 2005 - January 2008
Miller, McDonald, Inc. June 1998 - January 2005
Skills
Financial Reporting, Internal Controls, Leadership, Auditing, Healthcare, Budgets, Nonprofits, Finance, Financial Analysis, CPA, Hospitals, Healthcare Management, Healthcare Information..., Process Improvement
Education
The College of St. Scholastica 2014 — 2016
Master of Business Administration (MBA), Rural Healthcare Administration
Bemidji State University 1991 — 1996
Bachelor of Science, Accounting
Kacie McEwen, CPA's LarsonAllen LLP Experience September 2008 - Present
Job Manager at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2011 - Present
LarsonAllen LLP September 2008 - Present
Minnesota Power June 2007 - May 2008
Education
University of Minnesota Duluth 2004 — 2008
BAcc, Accounting, Communications
CliftonLarsonAllen January 2011 - Present
LarsonAllen LLP September 2008 - Present
Minnesota Power June 2007 - May 2008
Education
University of Minnesota Duluth 2004 — 2008
BAcc, Accounting, Communications
A Stephen Rosa's LarsonAllen LLP Experience January 2001 - December 2011
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
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
Bobbi Lucero's LarsonAllen LLP Experience September 2005 - Present
Job Office Technology Administrator at CliftonLarsonAllen
Industry Accounting
Experience
LarsonAllen September 2005 - Present
LarsonAllen, LLP September 2005 - Present
Hopkins Parker & Co, LLP August 2004 - September 2005
Education
California State University-East Bay
Bachelor, Business Administration/Accounting
LarsonAllen September 2005 - Present
LarsonAllen, LLP September 2005 - Present
Hopkins Parker & Co, LLP August 2004 - September 2005
Education
California State University-East Bay
Bachelor, Business Administration/Accounting
Jeffrey Dearing's LarsonAllen LLP Experience July 2001 - May 2010
Job CPA
Industry Accounting
Experience
Forman, Itzkowitz, Berenson, & La Greca, P.C. November 2011 - Present
LARSONALLEN, LLP July 2001 - May 2010
Casa Myrna Vazquez June 2000 - November 2000
Skills
GAAP, CPA, Tax Returns, Tax, Financial Statements, Auditing, Accountants, US GAAP, Partnership Taxation, Tax Preparation, Internal Controls, Corporate Tax, Financial Reporting, Accounting, Income Tax
Education
Bentley University 1997 — 2001
Bachelor of Science, Accounting
Forman, Itzkowitz, Berenson, & La Greca, P.C. November 2011 - Present
LARSONALLEN, LLP July 2001 - May 2010
Casa Myrna Vazquez June 2000 - November 2000
Skills
GAAP, CPA, Tax Returns, Tax, Financial Statements, Auditing, Accountants, US GAAP, Partnership Taxation, Tax Preparation, Internal Controls, Corporate Tax, Financial Reporting, Accounting, Income Tax
Education
Bentley University 1997 — 2001
Bachelor of Science, Accounting
John Taguchi Fisher's LarsonAllen LLP Experience November 2010 - Present
Job PrincipalinCharge
Industry Accounting
Experience
LarsonAllen LLP November 2010 - Present
LeMaster & Daniels PLLC 1991 - 2010
Education
Central Washington University 1972 — 1976
B.A., Accounting
LarsonAllen LLP November 2010 - Present
LeMaster & Daniels PLLC 1991 - 2010
Education
Central Washington University 1972 — 1976
B.A., Accounting
Allan Spratt's LarsonAllen LLP Experience January 2010 - June 2011
Job Audit Senior at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP June 2011 - December 2013
LarsonAllen LLP January 2010 - June 2011
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting & Finance
CliftonLarsonAllen January 2014 - Present
Deloitte Tax LLP June 2011 - December 2013
LarsonAllen LLP January 2010 - June 2011
Education
University of Minnesota - Carlson School of Management 2005 — 2010
BSB, Accounting & Finance