Wipfli LLP
Industry: Company
DescriptionHeadquarters: Wisconsin, United States Founded: 1930 Subsidiaries: Brittenford Systems, Inc., Tobin & Associates,
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Wipfli LLP Employees
Employee
Years
Job
Industry
Andrew Potasek Andrew Potasek's Wipfli LLP Experience September 2007 - Present
Job CRM Solution Manager I Software and Management Consultant I Business Analyst
Industry Information Technology and Services
Experience
Wipfli LLP September 2007 - Present
Skills
Microsoft CRM, Business Analysis, Microsoft Office 365, SharePoint, Management Consulting, Requirements Analysis, Marketing, CRM, Consulting, Business Process..., IT Strategy, Process Improvement
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Marketing & Entrepreneurial Management
Wipfli LLP September 2007 - Present
Skills
Microsoft CRM, Business Analysis, Microsoft Office 365, SharePoint, Management Consulting, Requirements Analysis, Marketing, CRM, Consulting, Business Process..., IT Strategy, Process Improvement
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Marketing & Entrepreneurial Management
Ryan Rademann Ryan Rademann's Wipfli LLP Experience June 2014 - Present
Job Consultant at Wipfli
Industry Information Technology and Services
Experience
Wipfli LLP June 2014 - Present
Rademann Stone & Landscape Co., Inc. July 2012 - May 2014
Johnsonville Sausage May 2013 - August 2013
Equinox Care May 2012 - July 2012
Rademann Stone & Landscape Co., Inc. March 2008 - August 2011
Skills
CRM, Consulting, Data Analysis, Microsoft Excel, Access, Marketing, Business Analysis, Social Media, Leadership, Microsoft Dynamics, Inventory Management, Business Intelligence, Project Management, Website Development, Team Building, Google Apps, User Interface Design, Google Analytics, Agile Project Management, Database Design, HTML, Market Research, JIRA, Retail, Teamwork, Dashboarding, Change Management, ERP, Business Development, Finance, Process Improvement, SharePoint, Sales Growth, Mobile Applications, Data Visualization, Office 365, Start-ups, Inventory Control, Software Development, Design Principles, Enterprise Architecture, Big Data, Scrum, Analytics, User Experience
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's Degree, Management Information Systems, Finance
Fond du Lac High School
Wipfli LLP June 2014 - Present
Rademann Stone & Landscape Co., Inc. July 2012 - May 2014
Johnsonville Sausage May 2013 - August 2013
Equinox Care May 2012 - July 2012
Rademann Stone & Landscape Co., Inc. March 2008 - August 2011
Skills
CRM, Consulting, Data Analysis, Microsoft Excel, Access, Marketing, Business Analysis, Social Media, Leadership, Microsoft Dynamics, Inventory Management, Business Intelligence, Project Management, Website Development, Team Building, Google Apps, User Interface Design, Google Analytics, Agile Project Management, Database Design, HTML, Market Research, JIRA, Retail, Teamwork, Dashboarding, Change Management, ERP, Business Development, Finance, Process Improvement, SharePoint, Sales Growth, Mobile Applications, Data Visualization, Office 365, Start-ups, Inventory Control, Software Development, Design Principles, Enterprise Architecture, Big Data, Scrum, Analytics, User Experience
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor's Degree, Management Information Systems, Finance
Fond du Lac High School
Helen Touchton, CRCM, CAMS Helen Touchton, CRCM, CAMS's Wipfli LLP Experience December 2014 - Present
Job Senior Manager, Compliance at Wipfli LLP
Industry Banking
Experience
Wipfli LLP December 2014 - Present
Wipfli LLP January 2014 - Present
REGCOM Inc. January 2011 - December 2013
Midwest Bank and Trust Company August 2006 - October 2010
Oak Brook Bank June 2005 - July 2006
Advantage National Bank April 2003 - June 2005
ACCENTURE HR Services May 2002 - April 2003
W S Darley December 1999 - May 2002
AmSouth Bank December 1994 - December 1999
Vanguard Bank & Trust October 1990 - December 1994
Skills
Bank Secrecy Act, COSO, AML, OFAC, Compliance, Consulting, Commercial Lending, Financial Risk, Loans, Banking, Consumer Lending, Credit, Risk Management, Financial Services, Project Management, Training, Fraud, Anti Money Laundering
Education
Troy University
Master of Science, Management
University of West Florida
Bachelor of Science, Business Administration
Wipfli LLP December 2014 - Present
Wipfli LLP January 2014 - Present
REGCOM Inc. January 2011 - December 2013
Midwest Bank and Trust Company August 2006 - October 2010
Oak Brook Bank June 2005 - July 2006
Advantage National Bank April 2003 - June 2005
ACCENTURE HR Services May 2002 - April 2003
W S Darley December 1999 - May 2002
AmSouth Bank December 1994 - December 1999
Vanguard Bank & Trust October 1990 - December 1994
Skills
Bank Secrecy Act, COSO, AML, OFAC, Compliance, Consulting, Commercial Lending, Financial Risk, Loans, Banking, Consumer Lending, Credit, Risk Management, Financial Services, Project Management, Training, Fraud, Anti Money Laundering
Education
Troy University
Master of Science, Management
University of West Florida
Bachelor of Science, Business Administration
Anissa Svoboda Anissa Svoboda's Wipfli LLP Experience January 2013 - April 2013
Job Senior Accountant at Baker Tilly Virchow Krause, LLP
Industry Accounting
Experience
Baker Tilly Virchow Krause, LLP January 2014 - Present
360 Real Estate September 2013 - December 2013
Pearson VUE June 2013 - August 2013
Wipfli LLP January 2013 - April 2013
Valleyfair Family Amusement Park May 2011 - August 2011
University of Wisconsin La Crosse Office of Residence Life September 2010 - May 2011
Valleyfair Family Amusement Park May 2010 - October 2010
Education
University of Wisconsin-La Crosse 2009 — 2013
Bachelor of Science (B.S.), Accounting
University of Auckland 2012 — 2012
Business/Commerce, General
New Prague High School 2005 — 2009
High School Diploma
Baker Tilly Virchow Krause, LLP January 2014 - Present
360 Real Estate September 2013 - December 2013
Pearson VUE June 2013 - August 2013
Wipfli LLP January 2013 - April 2013
Valleyfair Family Amusement Park May 2011 - August 2011
University of Wisconsin La Crosse Office of Residence Life September 2010 - May 2011
Valleyfair Family Amusement Park May 2010 - October 2010
Education
University of Wisconsin-La Crosse 2009 — 2013
Bachelor of Science (B.S.), Accounting
University of Auckland 2012 — 2012
Business/Commerce, General
New Prague High School 2005 — 2009
High School Diploma
Peter Wicker Peter Wicker's Wipfli LLP Experience January 2015 - April 2015
Job Accounting Intern at Wipfli LLP
Industry Accounting
Experience
Red Lobster April 2013 - Present
Wipfli LLP January 2015 - April 2015
University of Minnesota Duluth May 2014 - August 2014
VITA January 2014 - April 2014
Super America June 2010 - June 2012
Skills
Financial Accounting, Tax Returns, Communication, People Skills, Outstanding..., Invoicing, Accounting, Public Speaking, Leadership
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor of Accounting, Accounting, 3.67/4.00
Red Lobster April 2013 - Present
Wipfli LLP January 2015 - April 2015
University of Minnesota Duluth May 2014 - August 2014
VITA January 2014 - April 2014
Super America June 2010 - June 2012
Skills
Financial Accounting, Tax Returns, Communication, People Skills, Outstanding..., Invoicing, Accounting, Public Speaking, Leadership
Education
University of Minnesota-Duluth 2010 — 2014
Bachelor of Accounting, Accounting, 3.67/4.00
Matthew Leirdahl Matthew Leirdahl's Wipfli LLP Experience June 2014 - Present
Job ERP Consultant | Dynamics AX | NetSuite
Industry Information Technology and Services
Experience
Wipfli LLP June 2014 - Present
Minnesota Army National Guard May 2014 - Present
Carlson May 2012 - August 2013
Target January 2008 - August 2012
Bleacher Report October 2011 - December 2011
Skills
Leadership, Teamwork, Microsoft Excel, Social Media, Time Management, Oracle Applications, Microsoft Dynamics AX, Unix, SQL, NetSuite, VBA, SAP, VBScript, ActiveBatch, C#, Java, Object Role Modeling, Problem Solving, Military Decision...
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science, Business; Management Information Systems, Entrepreneurial Management
Holy Family
Wipfli LLP June 2014 - Present
Minnesota Army National Guard May 2014 - Present
Carlson May 2012 - August 2013
Target January 2008 - August 2012
Bleacher Report October 2011 - December 2011
Skills
Leadership, Teamwork, Microsoft Excel, Social Media, Time Management, Oracle Applications, Microsoft Dynamics AX, Unix, SQL, NetSuite, VBA, SAP, VBScript, ActiveBatch, C#, Java, Object Role Modeling, Problem Solving, Military Decision...
Education
University of Minnesota - Carlson School of Management 2010 — 2014
Bachelor of Science, Business; Management Information Systems, Entrepreneurial Management
Holy Family
Erin Bradshaw Erin Bradshaw's Wipfli LLP Experience January 2015 - Present
Job CPA at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. September 2011 - January 2015
Stormwater Construction May 2010 - September 2010
Quality Supply, Inc. (Intern) September 2008 - May 2010
Skills
Accounting, Financial Reporting, GAAP, Auditing, Financial Accounting, Internal Controls, Tax, General Ledger, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Account Reconciliation, US GAAP, QuickBooks, Tax Accounting, External Audit, Journal Entries, Accounts Payable, Sarbanes-Oxley Act, Tax Research, Fixed Assets, Financial Audits
Education
The University of Montana - School of Business Administration 2010 — 2011
Bachelor of Science (BS) in Business Administration, Finance
The University of Montana - School of Business Administration 2005 — 2010
Bachelor of Science (BS) in Business Administration, Accounting
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. September 2011 - January 2015
Stormwater Construction May 2010 - September 2010
Quality Supply, Inc. (Intern) September 2008 - May 2010
Skills
Accounting, Financial Reporting, GAAP, Auditing, Financial Accounting, Internal Controls, Tax, General Ledger, Financial Statements, Tax Preparation, Corporate Tax, Income Tax, Account Reconciliation, US GAAP, QuickBooks, Tax Accounting, External Audit, Journal Entries, Accounts Payable, Sarbanes-Oxley Act, Tax Research, Fixed Assets, Financial Audits
Education
The University of Montana - School of Business Administration 2010 — 2011
Bachelor of Science (BS) in Business Administration, Finance
The University of Montana - School of Business Administration 2005 — 2010
Bachelor of Science (BS) in Business Administration, Accounting
Kimberly Hess, MS Kimberly Hess, MS's Wipfli LLP Experience September 2005 - April 2010
Job Executive Director at Center for Childhood Safety
Industry Individual & Family Services
Experience
Center for Childhood Safety October 2013 - Present
Acts 1:8 Ministry January 2012 - January 2013
HCR-ManorCare Health Services April 2010 - April 2011
Wipfli LLP September 2005 - April 2010
Shoreline Credit Union June 2003 - September 2005
ARBICO Environmentals February 2002 - May 2003
Lisa Frank, Inc April 2001 - July 2001
Skills
Social Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Strategic Communications, Management, Leadership, website strategy, Content Management, Vendor Management, Community Relations, Internal Communications, Community Outreach, Project Management, Advertising, Online Advertising, Strategic Partnerships, Community Development, Marketing
Education
Silver Lake College 2003 — 2005
M.S, Management & Organizational Behavior; Training Development & Implementation
St. Norbert College 1995 — 1998
B.A, Communication, Media, & Theater
Center for Childhood Safety October 2013 - Present
Acts 1:8 Ministry January 2012 - January 2013
HCR-ManorCare Health Services April 2010 - April 2011
Wipfli LLP September 2005 - April 2010
Shoreline Credit Union June 2003 - September 2005
ARBICO Environmentals February 2002 - May 2003
Lisa Frank, Inc April 2001 - July 2001
Skills
Social Media, Social Media Marketing, Marketing Strategy, Marketing Communications, Email Marketing, Strategic Communications, Management, Leadership, website strategy, Content Management, Vendor Management, Community Relations, Internal Communications, Community Outreach, Project Management, Advertising, Online Advertising, Strategic Partnerships, Community Development, Marketing
Education
Silver Lake College 2003 — 2005
M.S, Management & Organizational Behavior; Training Development & Implementation
St. Norbert College 1995 — 1998
B.A, Communication, Media, & Theater
Alex Ablamunets's Wipfli LLP Experience June 2009 - December 2011
Job Sr. Consultant at Isobar US
Industry Management Consulting
Experience
Isobar U.S. September 2013 - Present
Upwardly Global November 2012 - Present
MarketSphere Marketing January 2012 - August 2013
Wipfli LLP June 2009 - December 2011
Inner Circle April 2008 - April 2009
KPMG June 2007 - August 2007
Skills
MRM, Visio, Aprimo, Salesforce.com, Software Selection, Business Analysis, Process Improvement, Marketing Operations, Marketing Automation, Mentoring, Relationship Management, Marketing Strategy, Change Management, Management, Management Consulting
Education
University of Minnesota - Carlson School of Management 2004 — 2009
BSB, Entrepreneurial Management, Accounting
Villanova University 2010 — 2010
Six Sigma Green Belt
SLP
Isobar U.S. September 2013 - Present
Upwardly Global November 2012 - Present
MarketSphere Marketing January 2012 - August 2013
Wipfli LLP June 2009 - December 2011
Inner Circle April 2008 - April 2009
KPMG June 2007 - August 2007
Skills
MRM, Visio, Aprimo, Salesforce.com, Software Selection, Business Analysis, Process Improvement, Marketing Operations, Marketing Automation, Mentoring, Relationship Management, Marketing Strategy, Change Management, Management, Management Consulting
Education
University of Minnesota - Carlson School of Management 2004 — 2009
BSB, Entrepreneurial Management, Accounting
Villanova University 2010 — 2010
Six Sigma Green Belt
SLP
Bob Cedergren, CPA, CITP, CGMA, CISA, CGEIT Bob Cedergren, CPA, CITP, CGMA, CISA, CGEIT's Wipfli LLP Experience March 2006 - Present
Job Risk Advisory and Forensic Services Consulting Leader at Wipfli LLP
Industry Management Consulting
Experience
Wipfli, LLP March 2006 - Present
Midwave Corporation August 2005 - March 2006
Thrivent Financial June 2004 - August 2005
Assurant, Inc March 2003 - June 2004
Fortis, Inc. February 1993 - March 2003
RSM McGladrey July 1991 - February 1993
US Bank July 1987 - July 1991
Skills
Information Security, Risk Management, CISA, Sarbanes-Oxley, Enterprise Risk..., CISSP, Internal Audit, Information Technology, IT Audit, Leadership, CISM, CGEIT, Business Continuity..., Sarbanes-Oxley Act, Business Planning, Certified Information..., Strategic Planning, Financial Risk, Accounting, IT Strategy, CPA, Finance, Security, Business Process..., Forensic Accounting, Internal Controls, Governance, Information Security..., IT Management, GAAP, Sustainability, Sustainability..., Sustainability Reporting, HITRUST, HIPAA
Education
University of Minnesota-Duluth 1983 — 1987
Bachelor of Accounting, Accounting/Political Science
Chisago Lakes High School
Wipfli, LLP March 2006 - Present
Midwave Corporation August 2005 - March 2006
Thrivent Financial June 2004 - August 2005
Assurant, Inc March 2003 - June 2004
Fortis, Inc. February 1993 - March 2003
RSM McGladrey July 1991 - February 1993
US Bank July 1987 - July 1991
Skills
Information Security, Risk Management, CISA, Sarbanes-Oxley, Enterprise Risk..., CISSP, Internal Audit, Information Technology, IT Audit, Leadership, CISM, CGEIT, Business Continuity..., Sarbanes-Oxley Act, Business Planning, Certified Information..., Strategic Planning, Financial Risk, Accounting, IT Strategy, CPA, Finance, Security, Business Process..., Forensic Accounting, Internal Controls, Governance, Information Security..., IT Management, GAAP, Sustainability, Sustainability..., Sustainability Reporting, HITRUST, HIPAA
Education
University of Minnesota-Duluth 1983 — 1987
Bachelor of Accounting, Accounting/Political Science
Chisago Lakes High School
Nate McCarthy Nate McCarthy's Wipfli LLP Experience January 2015 - Present
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. January 1999 - January 2015
Skills
Accounting, Tax, Auditing, Management Consulting, Financial Advisory, Business Planning, Forecasting, Risk Assessment, Enterprise Risk..., Financial Accounting, Internal Audit, Tax Preparation, Risk Management, Financial Reporting, Income Tax, Finance, Management
Education
The University of Montana - School of Business Administration 1999 — 2000
Masters of Accountancy
The University of Montana - School of Business Administration 1995 — 1999
Business Administration, Accounting and Finance
Capital
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. January 1999 - January 2015
Skills
Accounting, Tax, Auditing, Management Consulting, Financial Advisory, Business Planning, Forecasting, Risk Assessment, Enterprise Risk..., Financial Accounting, Internal Audit, Tax Preparation, Risk Management, Financial Reporting, Income Tax, Finance, Management
Education
The University of Montana - School of Business Administration 1999 — 2000
Masters of Accountancy
The University of Montana - School of Business Administration 1995 — 1999
Business Administration, Accounting and Finance
Capital
Joe Tan, CPA Joe Tan, CPA's Wipfli LLP Experience September 2013 - Present
Job Staff Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2013 - Present
China Everbright Bank June 2011 - July 2011
United Way of Central Ohio June 2010 - August 2010
Pizza At Drake October 2009 - December 2009
Skills
Tax, Accounting, Finance, Banking, Financial Statements, Auditing
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Accounting, 3.6
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.85
Goud Academy
Wipfli LLP September 2013 - Present
China Everbright Bank June 2011 - July 2011
United Way of Central Ohio June 2010 - August 2010
Pizza At Drake October 2009 - December 2009
Skills
Tax, Accounting, Finance, Banking, Financial Statements, Auditing
Education
University of Virginia 2012 — 2013
Master of Science (M.S.), Accounting, 3.6
The Ohio State University 2008 — 2012
Bachelor of Business Administration (B.B.A.), Accounting and Finance, 3.85
Goud Academy
Brad Neville, CRCM Brad Neville, CRCM's Wipfli LLP Experience December 2014 - Present
Job Senior Compliance Specialist at Wipfli LLP
Industry Banking
Experience
Wipfli LLP December 2014 - Present
Wipfli LLP February 2014 - Present
First American Bank June 2009 - January 2014
First American Bank September 2007 - May 2009
First American Bank September 2003 - August 2007
Blue Chip Casino January 2003 - June 2003
Skills
Due Diligence, Compliance Oversight, Compliance Operations, Compliance Software, Compliance Procedures, CRA Wiz, Accounting, Consumer Lending, Commercial Banking, Finance, Financial Services, Retail Banking, Risk Management, Loans, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts (B.A.), Economics
Wipfli LLP December 2014 - Present
Wipfli LLP February 2014 - Present
First American Bank June 2009 - January 2014
First American Bank September 2007 - May 2009
First American Bank September 2003 - August 2007
Blue Chip Casino January 2003 - June 2003
Skills
Due Diligence, Compliance Oversight, Compliance Operations, Compliance Software, Compliance Procedures, CRA Wiz, Accounting, Consumer Lending, Commercial Banking, Finance, Financial Services, Retail Banking, Risk Management, Loans, Credit Analysis
Education
University of Illinois at Urbana-Champaign 1998 — 2002
Bachelor of Arts (B.A.), Economics
Nathan Moen Nathan Moen's Wipfli LLP Experience January 2012 - April 2012
Job BS Finance at The Carlson School of Management
Industry Financial Services
Experience
Bolin Marketing May 2015 - Present
SPS Commerce February 2014 - May 2015
The Varsity Theater May 2013 - July 2014
The Minnesota Daily May 2012 - May 2013
The Minnesota Daily October 2010 - May 2012
Wipfli LLP January 2012 - April 2012
Skills
Accounting, Finance, Forecasting, Management, Analysis, Teamwork, Budgets, Sales, Microsoft Word, Financial Analysis, Strategy, Time Management
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Bachelor of Science in Business, Finance
Bolin Marketing May 2015 - Present
SPS Commerce February 2014 - May 2015
The Varsity Theater May 2013 - July 2014
The Minnesota Daily May 2012 - May 2013
The Minnesota Daily October 2010 - May 2012
Wipfli LLP January 2012 - April 2012
Skills
Accounting, Finance, Forecasting, Management, Analysis, Teamwork, Budgets, Sales, Microsoft Word, Financial Analysis, Strategy, Time Management
Education
University of Minnesota - Carlson School of Management 2010 — 2013
Bachelor of Science in Business, Finance
Robert Schadrie Robert Schadrie's Wipfli LLP Experience October 2013 - May 2014
Job Analyst at Brookdale Senior Living
Industry Real Estate
Experience
Brookdale July 2014 - Present
Wipfli LLP October 2013 - May 2014
Deloitte January 2013 - September 2013
La Force, Inc. June 2012 - October 2012
Nicolet National Bank May 2012 - August 2012
Wipfli LLP January 2012 - April 2012
Nicolet National Bank July 2010 - December 2011
Skills
Auditing, Leadership, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting, Accounting, Internal Controls, Financial Analysis, Financial Modeling, PowerPoint, Customer Service, Time Management
Education
St. Norbert College 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
University of Wisconsin-Milwaukee 2008 — 2010
Accounting and Finance
Brookdale July 2014 - Present
Wipfli LLP October 2013 - May 2014
Deloitte January 2013 - September 2013
La Force, Inc. June 2012 - October 2012
Nicolet National Bank May 2012 - August 2012
Wipfli LLP January 2012 - April 2012
Nicolet National Bank July 2010 - December 2011
Skills
Auditing, Leadership, Financial Reporting, Microsoft Office, Microsoft Excel, Microsoft Word, Financial Accounting, Accounting, Internal Controls, Financial Analysis, Financial Modeling, PowerPoint, Customer Service, Time Management
Education
St. Norbert College 2010 — 2012
Bachelor of Business Administration (BBA), Accounting
University of Wisconsin-Milwaukee 2008 — 2010
Accounting and Finance
Angela Socha Angela Socha's Wipfli LLP Experience December 2010 - August 2013
Job Senior Accountant at Milk Source, LLC
Industry Accounting
Experience
Milk Source, LLC August 2013 - Present
Wipfli LLP December 2010 - August 2013
Kerber, Rose & Associates, SC December 2009 - December 2010
Schenck SC January 2008 - December 2009
Integrys Energy Services 2007 - 2008
Skills
Financial Statements, Fixed Assets, Income Tax, Journal Entries, Tax Returns, Sales Tax, ProSystem fx Tax, Depreciation, Preparation, S Corporations, Cash Flow Forecasting, Accounting Applications
Education
University of Wisconsin-Green Bay 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
University of Minnesota-Twin Cities 2003 — 2004
Milk Source, LLC August 2013 - Present
Wipfli LLP December 2010 - August 2013
Kerber, Rose & Associates, SC December 2009 - December 2010
Schenck SC January 2008 - December 2009
Integrys Energy Services 2007 - 2008
Skills
Financial Statements, Fixed Assets, Income Tax, Journal Entries, Tax Returns, Sales Tax, ProSystem fx Tax, Depreciation, Preparation, S Corporations, Cash Flow Forecasting, Accounting Applications
Education
University of Wisconsin-Green Bay 2004 — 2007
Bachelor of Business Administration (B.B.A.), Accounting
University of Minnesota-Twin Cities 2003 — 2004
Ronald Peterson, CPA/ABV Ronald Peterson, CPA/ABV's Wipfli LLP Experience December 2012 - Present
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2012 - Present
Eikill & Schilling Ltd. December 2004 - December 2012
Ronald E Peterson, Ltd. January 1997 - December 2004
IPL Energy, Inc. April 1996 - January 1997
McGladrey & Pullen January 1992 - April 1996
Skills
Tax Preparation, Tax, CPA, Corporate Tax, Income Tax, Partnership Taxation, Tax Returns, Tax Research, Tax Accounting, IRS, S Corporations, Auditing, Forensic Accounting, Tax Advisory
Education
University of Minnesota-Duluth
Bachelor of Accounting
Wipfli LLP December 2012 - Present
Eikill & Schilling Ltd. December 2004 - December 2012
Ronald E Peterson, Ltd. January 1997 - December 2004
IPL Energy, Inc. April 1996 - January 1997
McGladrey & Pullen January 1992 - April 1996
Skills
Tax Preparation, Tax, CPA, Corporate Tax, Income Tax, Partnership Taxation, Tax Returns, Tax Research, Tax Accounting, IRS, S Corporations, Auditing, Forensic Accounting, Tax Advisory
Education
University of Minnesota-Duluth
Bachelor of Accounting
Rebecca Ziegler Rebecca Ziegler's Wipfli LLP Experience September 2015 - Present
Job Senior Tax Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2015 - Present
EY July 2010 - September 2015
Opus Corporation 2008 - 2008
Opus Corporation 2008 - 2008
Skills
Accounting, Corporate Tax, Microsoft Excel, Tax, Tax Accounting, Tax Research
Education
University of Minnesota - Carlson School of Management 2005 — 2010
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 2005 — 2010
Bachelor's Degree, Music Performance, General
Wipfli LLP September 2015 - Present
EY July 2010 - September 2015
Opus Corporation 2008 - 2008
Opus Corporation 2008 - 2008
Skills
Accounting, Corporate Tax, Microsoft Excel, Tax, Tax Accounting, Tax Research
Education
University of Minnesota - Carlson School of Management 2005 — 2010
Bachelor of Science (BS), Accounting
University of Minnesota-Twin Cities 2005 — 2010
Bachelor's Degree, Music Performance, General
Marc W. Courey, CPA/CFF, JD, CFE, CCEP, CIA Marc W. Courey, CPA/CFF, JD, CFE, CCEP, CIA's Wipfli LLP Experience December 2008 - Present
Job Director Risk Advisory and Forensic Services at Wipfli, LLP
Industry Management Consulting
Experience
Wipfli LLP December 2008 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners August 2014 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners September 2007 - August 2013
Minnesota State University, Mankato January 2009 - June 2009
RSM McGladrey September 2004 - December 2008
Eide Bailly LLP 2003 - 2004
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Compliance, SOX, Internal Controls, Risk Management, Governance, Risk Assessment, FCPA, Enterprise Risk..., Anti-fraud, Accounting, Financial Risk, Ethics, CPA, Internal Investigations, Internal Audit
Education
William Mitchell College of Law - JD 1995 — 1998
JD
William Mitchell College of Law - LL.M. 1998 — 2000
LL.M.
University of Minnesota-Twin Cities 1977 — 1979
BS - Business
Wipfli LLP December 2008 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners August 2014 - Present
Twin Cities Chapter of the Association of Certified Fraud Examiners September 2007 - August 2013
Minnesota State University, Mankato January 2009 - June 2009
RSM McGladrey September 2004 - December 2008
Eide Bailly LLP 2003 - 2004
Skills
Forensic Accounting, Certified Fraud Examiner, Litigation Support, Fraud, Compliance, SOX, Internal Controls, Risk Management, Governance, Risk Assessment, FCPA, Enterprise Risk..., Anti-fraud, Accounting, Financial Risk, Ethics, CPA, Internal Investigations, Internal Audit
Education
William Mitchell College of Law - JD 1995 — 1998
JD
William Mitchell College of Law - LL.M. 1998 — 2000
LL.M.
University of Minnesota-Twin Cities 1977 — 1979
BS - Business
Sean Grennan Sean Grennan's Wipfli LLP Experience August 2014 - Present
Job Technology Consultant | Master's Degree in MIS | Microsoft Certified Office 365 Expert | IT Infrastructure Specialist
Industry Information Technology and Services
Experience
Wipfli LLP August 2014 - Present
UIC College of Pharmacy February 2010 - August 2014
University of Illinois College of Medicine August 2004 - February 2010
Meridian Community Unit School District #223 August 2001 - July 2004
Skills
Active Directory, System Administration, Servers, Windows Server, Troubleshooting, Cisco Technologies, RedHat, Windows, Integration, Networking, Technical Support, Microsoft Certified..., System Deployment, Routers, Hardware, SCCM, Project Management, Databases, Software Installation, Visual Basic, Information Technology, Process Improvement, Customer Service
Education
University of Illinois Springfield 2011 — 2013
Master of Science, Management Information Systems (MIS), 4.0 GPA
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Computer Science
Wipfli LLP August 2014 - Present
UIC College of Pharmacy February 2010 - August 2014
University of Illinois College of Medicine August 2004 - February 2010
Meridian Community Unit School District #223 August 2001 - July 2004
Skills
Active Directory, System Administration, Servers, Windows Server, Troubleshooting, Cisco Technologies, RedHat, Windows, Integration, Networking, Technical Support, Microsoft Certified..., System Deployment, Routers, Hardware, SCCM, Project Management, Databases, Software Installation, Visual Basic, Information Technology, Process Improvement, Customer Service
Education
University of Illinois Springfield 2011 — 2013
Master of Science, Management Information Systems (MIS), 4.0 GPA
University of Illinois at Urbana-Champaign 1997 — 2001
Bachelor of Science, Computer Science
Rachel Slivken, CPA Rachel Slivken, CPA's Wipfli LLP Experience 2008 - 2013
Job Senior Associate at LevitZacks Certified Public Accountants
Industry Accounting
Experience
LevitZacks Certified Public Accountants 2013 - Present
Wipfli LLP 2008 - 2013
Skills
Tax, Tax Research, CPA, Tax Preparation, Corporate Tax, Tax Advisory, Trusts, ProSystem fx Tax, Partnership Taxation, Tax Accounting, Accounting, Income Tax, Tax Returns, S Corporations, US Tax, Financial Statements, QuickBooks, General Ledger, Estate Planning
Education
University of Saint Thomas - School of Business 2004 — 2008
Bachelors, Accounting
Carlson School of Management
Tax
LevitZacks Certified Public Accountants 2013 - Present
Wipfli LLP 2008 - 2013
Skills
Tax, Tax Research, CPA, Tax Preparation, Corporate Tax, Tax Advisory, Trusts, ProSystem fx Tax, Partnership Taxation, Tax Accounting, Accounting, Income Tax, Tax Returns, S Corporations, US Tax, Financial Statements, QuickBooks, General Ledger, Estate Planning
Education
University of Saint Thomas - School of Business 2004 — 2008
Bachelors, Accounting
Carlson School of Management
Tax
Sabrina Steen, CPA Sabrina Steen, CPA's Wipfli LLP Experience October 2013 - September 2015
Job Consultant at Blue Horseshoe
Industry Information Technology and Services
Experience
Blue Horseshoe September 2015 - Present
Minnesota State High School November 2008 - Present
Wipfli LLP October 2013 - September 2015
Wipfli LLP January 2012 - October 2013
Wipfli LLP January 2011 - April 2011
Skills
Accounting, Microsoft Dynamics AX, ERP, Agile Methodologies, Business Analysis, Project Management, Microsoft Excel, Financial Reporting, Financial Analysis, Software Implementation, Tax, QuickBooks, Tax Accounting, Tax Preparation, Microsoft Office, Income Tax, ProSystem fx Tax, Outlook, Microsoft Word, Excel, Consulting, PowerPoint, Data Analysis, Problem Solving, Cost Accounting, Costing
Education
University of Minnesota - Carlson School of Management 2008 — 2011
B.S.B, Accounting, minor in Finance
University of Minnesota-Twin Cities 2008 — 2011
BSB, Accounting
Blue Horseshoe September 2015 - Present
Minnesota State High School November 2008 - Present
Wipfli LLP October 2013 - September 2015
Wipfli LLP January 2012 - October 2013
Wipfli LLP January 2011 - April 2011
Skills
Accounting, Microsoft Dynamics AX, ERP, Agile Methodologies, Business Analysis, Project Management, Microsoft Excel, Financial Reporting, Financial Analysis, Software Implementation, Tax, QuickBooks, Tax Accounting, Tax Preparation, Microsoft Office, Income Tax, ProSystem fx Tax, Outlook, Microsoft Word, Excel, Consulting, PowerPoint, Data Analysis, Problem Solving, Cost Accounting, Costing
Education
University of Minnesota - Carlson School of Management 2008 — 2011
B.S.B, Accounting, minor in Finance
University of Minnesota-Twin Cities 2008 — 2011
BSB, Accounting
Brian Blaha Brian Blaha's Wipfli LLP Experience September 1996 - Present
Job Partner, Wipfli
Industry Accounting
Experience
Wipfli LLP September 1996 - Present
Skills
Auditing, Accounting, Financial Institutions, Banking, SOX, Financial Reporting, SEC filings, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, Risk Management, Credit, CPA, Corporate Tax, Finance, Tax Preparation, Tax, Loans, Internal Audit, Financial Risk, Tax Accounting
Education
St. Norbert College 1992 — 1996
BBA, Accounting
Pacelli High School 1988 — 1992
Wipfli LLP September 1996 - Present
Skills
Auditing, Accounting, Financial Institutions, Banking, SOX, Financial Reporting, SEC filings, Financial Analysis, GAAP, Sarbanes-Oxley Act, Internal Controls, Risk Management, Credit, CPA, Corporate Tax, Finance, Tax Preparation, Tax, Loans, Internal Audit, Financial Risk, Tax Accounting
Education
St. Norbert College 1992 — 1996
BBA, Accounting
Pacelli High School 1988 — 1992
Greg Newfield Greg Newfield's Wipfli LLP Experience December 2012 - Present
Job Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2012 - Present
Wipfli LLP January 2010 - December 2012
Wipfli LLP January 2008 - January 2010
TCF Bank 2006 - 2007
Skills
Financial Audits, Financial Reporting, GAAP, Corporate Tax, CPA, Financial Statements, Financial Accounting, US GAAP, Internal Controls, Accounting, Auditing, General Ledger, Fixed Assets, External Audit
Education
University of Minnesota-Duluth 2003 — 2007
Accounting, Finance
Wipfli LLP December 2012 - Present
Wipfli LLP January 2010 - December 2012
Wipfli LLP January 2008 - January 2010
TCF Bank 2006 - 2007
Skills
Financial Audits, Financial Reporting, GAAP, Corporate Tax, CPA, Financial Statements, Financial Accounting, US GAAP, Internal Controls, Accounting, Auditing, General Ledger, Fixed Assets, External Audit
Education
University of Minnesota-Duluth 2003 — 2007
Accounting, Finance
Brandon J Block, CPA's Wipfli LLP Experience July 2014 - Present
Job Tax Accountant
Industry Accounting
Experience
Wipfli LLP July 2014 - Present
Brady, Martz & Associates, P.C. December 2012 - June 2014
Edgewood Management Group January 2007 - August 2012
Skills
CPA, Accounting, Tax, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, GAAP, Depreciation, Tax Advisory, Fixed Assets, US GAAP, Account Reconciliation, Tax Returns, Partnership Taxation, Tax Research, Financial Statements, Tax Accounting, Corporate Tax, Income Tax, Microsoft Excel
Education
The University of North Dakota 2008 — 2012
Bachelor of Science (B.S.), Accounting
Wipfli LLP July 2014 - Present
Brady, Martz & Associates, P.C. December 2012 - June 2014
Edgewood Management Group January 2007 - August 2012
Skills
CPA, Accounting, Tax, Tax Preparation, ProSystem fx Tax, CCH ProSystem fx, GAAP, Depreciation, Tax Advisory, Fixed Assets, US GAAP, Account Reconciliation, Tax Returns, Partnership Taxation, Tax Research, Financial Statements, Tax Accounting, Corporate Tax, Income Tax, Microsoft Excel
Education
The University of North Dakota 2008 — 2012
Bachelor of Science (B.S.), Accounting
Erica Bowman Erica Bowman's Wipfli LLP Experience January 2015 - Present
Job Senior Accountant at Wipfli, LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins & Galusha, PC December 2005 - December 2014
4B's Gift Shop May 1998 - December 2005
Skills
QuickBooks, Bookkeeping, Payroll, Tax Preparation, Financial Statements, Corporate Tax, Accounting
Education
University of Montana 1997 — 2001
BA, Psychology
Wipfli LLP January 2015 - Present
Galusha, Higgins & Galusha, PC December 2005 - December 2014
4B's Gift Shop May 1998 - December 2005
Skills
QuickBooks, Bookkeeping, Payroll, Tax Preparation, Financial Statements, Corporate Tax, Accounting
Education
University of Montana 1997 — 2001
BA, Psychology
Michael Hamm, CPA Michael Hamm, CPA's Wipfli LLP Experience August 1999 - April 2002
Job Senior Financial Analyst at Humana
Industry Insurance
Experience
Humana Insurance Company February 2011 - Present
Humana Insurance Company October 2005 - February 2011
McKesson Corporation September 2002 - September 2005
Wipfli, LLP August 1999 - April 2002
Skills
Accounting, Leadership, Financial Reporting, Auditing, Finance, Financial Analysis, Budgets
Education
St. Norbert College 1996 — 1999
BBA, Accounting
Humana Insurance Company February 2011 - Present
Humana Insurance Company October 2005 - February 2011
McKesson Corporation September 2002 - September 2005
Wipfli, LLP August 1999 - April 2002
Skills
Accounting, Leadership, Financial Reporting, Auditing, Finance, Financial Analysis, Budgets
Education
St. Norbert College 1996 — 1999
BBA, Accounting
Philip Bontrager Philip Bontrager's Wipfli LLP Experience January 2015 - April 2015
Job Business Process Analyst at AAC Engineering
Industry Accounting
Experience
AAC Engineering September 2015 - Present
Cargill June 2015 - August 2015
Wipfli LLP January 2015 - April 2015
AAC Engineering March 2013 - December 2014
Subway December 2010 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Accounting, Human Resources, Financial Accounting, Accounts Receivable, Invoicing, Payroll, Accounts Payable, Analysis, PowerPoint, Public Speaking, Management
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business, Accounting
Normandale Community College 2012 — 2013
AAC Engineering September 2015 - Present
Cargill June 2015 - August 2015
Wipfli LLP January 2015 - April 2015
AAC Engineering March 2013 - December 2014
Subway December 2010 - August 2012
Skills
Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, QuickBooks, Accounting, Human Resources, Financial Accounting, Accounts Receivable, Invoicing, Payroll, Accounts Payable, Analysis, PowerPoint, Public Speaking, Management
Education
University of Minnesota - Carlson School of Management 2013 — 2016
Bachelor of Science in Business, Accounting
Normandale Community College 2012 — 2013
Marty Martin III Marty Martin III's Wipfli LLP Experience August 2010 - August 2011
Job Seasoned Financial Risk Professional
Industry Banking
Experience
Santander Consumer USA Inc. February 2015 - Present
Independent Confidential Consultant to Financial Firm November 2014 - December 2014
USAA January 2014 - September 2014
USAA September 2013 - December 2013
FIMAC June 2011 - April 2013
MM3 November 2009 - June 2012
Wipfli LLP August 2010 - August 2011
Farin & Associates December 2003 - July 2009
Standard & Poor's December 2000 - December 2002
FirstBank 1997 - 1999
Skills
ALM, Interest Rate Risk..., Stress Testing, Financial Analysis, Risk, Risk Management, Banking, Financial Institutions, Operational Risk, Business Strategy, Risk Analysis, Compliance, Management Consulting, Basel II, Strategic Planning, Treasury Management, VAR, Risk Mitigation, Forecasting, Risk Assessment, Trend Analysis, Market Risk, Cash Flow, Capital Markets, Financial Modeling, Capital Budgeting, Internal Audit, Financial Markets, Operational Risk..., Retail Banking, Financial Management, Liquidity Risk, Loans, Financial Reporting, Valuation, Business Valuation, Compliance Management, Financial Risk, Analysis, Mergers & Acquisitions, Process Improvement, Strategy, Portfolio Management, Managerial Finance
Education
University of Colorado Denver 1998 — 2002
BS, Finance, Economics, China Studies
Santander Consumer USA Inc. February 2015 - Present
Independent Confidential Consultant to Financial Firm November 2014 - December 2014
USAA January 2014 - September 2014
USAA September 2013 - December 2013
FIMAC June 2011 - April 2013
MM3 November 2009 - June 2012
Wipfli LLP August 2010 - August 2011
Farin & Associates December 2003 - July 2009
Standard & Poor's December 2000 - December 2002
FirstBank 1997 - 1999
Skills
ALM, Interest Rate Risk..., Stress Testing, Financial Analysis, Risk, Risk Management, Banking, Financial Institutions, Operational Risk, Business Strategy, Risk Analysis, Compliance, Management Consulting, Basel II, Strategic Planning, Treasury Management, VAR, Risk Mitigation, Forecasting, Risk Assessment, Trend Analysis, Market Risk, Cash Flow, Capital Markets, Financial Modeling, Capital Budgeting, Internal Audit, Financial Markets, Operational Risk..., Retail Banking, Financial Management, Liquidity Risk, Loans, Financial Reporting, Valuation, Business Valuation, Compliance Management, Financial Risk, Analysis, Mergers & Acquisitions, Process Improvement, Strategy, Portfolio Management, Managerial Finance
Education
University of Colorado Denver 1998 — 2002
BS, Finance, Economics, China Studies
Shelly Hoyt, CPA Shelly Hoyt, CPA's Wipfli LLP Experience 1983 - 1986
Job Tax Expert for Individual Taxation and Planning
Industry Accounting
Experience
CBIZ MHM, LLC June 1986 - Present
Wipfli LLP 1983 - 1986
McGladrey January 1983 - April 1983
Skills
Tax Preparation, Tax Advisory, Consulting, Tax, Small Business, High Net Worth..., Financial Planners, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA, GAAP, Tax Research, SEC filings, US GAAP, Accounting, Auditing
Education
The University of South Dakota 1979 — 1983
Bachelor's degree, Accounting
CBIZ MHM, LLC June 1986 - Present
Wipfli LLP 1983 - 1986
McGladrey January 1983 - April 1983
Skills
Tax Preparation, Tax Advisory, Consulting, Tax, Small Business, High Net Worth..., Financial Planners, Corporate Tax, Partnership Taxation, Tax Accounting, Income Tax, CPA, GAAP, Tax Research, SEC filings, US GAAP, Accounting, Auditing
Education
The University of South Dakota 1979 — 1983
Bachelor's degree, Accounting
Brian Blok Brian Blok's Wipfli LLP Experience 1997 - 1999
Job Credit Analyst / Loan Review at Community First Bank
Industry Accounting
Experience
Community First Bank August 2014 - Present
Community First Bank April 2012 - August 2014
Archer Daniels Midland Company October 2007 - February 2012
Archer Daniels Midland Company October 2003 - October 2007
Superior Floor Company, Inc 2000 - 2003
Wausau Country Club 1999 - 1999
Wipfli LLP 1997 - 1999
Skills
Microsoft Office, SQL, DB2, Pervasive, Sybase, Query Analyzer, Crystal Reports, Document Direct/Analyzer, Agris, Mas 90, Macola
Education
Western Illinois University 1995 — 1997
B.S., Accountancy
University of Minnesota-Morris 1991 — 1995
B.A., Management, Economics
Community First Bank August 2014 - Present
Community First Bank April 2012 - August 2014
Archer Daniels Midland Company October 2007 - February 2012
Archer Daniels Midland Company October 2003 - October 2007
Superior Floor Company, Inc 2000 - 2003
Wausau Country Club 1999 - 1999
Wipfli LLP 1997 - 1999
Skills
Microsoft Office, SQL, DB2, Pervasive, Sybase, Query Analyzer, Crystal Reports, Document Direct/Analyzer, Agris, Mas 90, Macola
Education
Western Illinois University 1995 — 1997
B.S., Accountancy
University of Minnesota-Morris 1991 — 1995
B.A., Management, Economics
Maham Rahman Maham Rahman's Wipfli LLP Experience October 2007 - February 2008
Job Director of Operations
Industry Financial Services
Experience
Combatant Gentlemen April 2015 - Present
Phunware, Inc. November 2013 - March 2015
Mary T. Inc. October 2013 - December 2013
Salesforce.com Foundation July 2012 - October 2013
GoodWalla 2011 - 2013
Kaiser Permanente April 2011 - July 2012
Hennepin County Medical Center February 2008 - April 2011
Wipfli LLP October 2007 - February 2008
PwC August 2006 - October 2007
Price Waterhouse Coopers June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Budgets, Forecasting, Strategic Financial..., Analysis, Leadership, Finance, Management, Internal Controls, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BS, Accounting, Finance
Combatant Gentlemen April 2015 - Present
Phunware, Inc. November 2013 - March 2015
Mary T. Inc. October 2013 - December 2013
Salesforce.com Foundation July 2012 - October 2013
GoodWalla 2011 - 2013
Kaiser Permanente April 2011 - July 2012
Hennepin County Medical Center February 2008 - April 2011
Wipfli LLP October 2007 - February 2008
PwC August 2006 - October 2007
Price Waterhouse Coopers June 2005 - August 2005
Skills
Financial Analysis, Financial Modeling, Accounting, Financial Reporting, Sarbanes-Oxley Act, Auditing, Budgets, Forecasting, Strategic Financial..., Analysis, Leadership, Finance, Management, Internal Controls, Cross-functional Team...
Education
University of Minnesota - Carlson School of Management 2001 — 2006
BS, Accounting, Finance
Darren DeKeyser Darren DeKeyser's Wipfli LLP Experience 1994 - 1998
Job Director of Operations at Blackhawk Church
Industry Nonprofit Organization Management
Experience
Blackhawk Church August 2008 - Present
S.A.S. of Luxemburg, Ltd. October 2004 - August 2008
Snap-on Incorporated 1998 - 2004
Wipfli LLP 1994 - 1998
Skills
Accounting, Financial Analysis, Budgets, Analysis, Internal Controls, Change Management, Finance, Process Improvement, Human Resources, Inventory Management, Coaching, Forecasting, Strategic Planning
Education
University of Wisconsin-Madison - School of Business 2011 — 2013
Executive MBA
University of Notre Dame 1990 — 1994
BBA, Accounting
Blackhawk Church August 2008 - Present
S.A.S. of Luxemburg, Ltd. October 2004 - August 2008
Snap-on Incorporated 1998 - 2004
Wipfli LLP 1994 - 1998
Skills
Accounting, Financial Analysis, Budgets, Analysis, Internal Controls, Change Management, Finance, Process Improvement, Human Resources, Inventory Management, Coaching, Forecasting, Strategic Planning
Education
University of Wisconsin-Madison - School of Business 2011 — 2013
Executive MBA
University of Notre Dame 1990 — 1994
BBA, Accounting
Camilla Schmitz's Wipfli LLP Experience June 2006 - April 2009
Job Chief Financial Officer at TDi Technologies, Inc.
Industry Accounting
Experience
TDi Technologies, Inc. March 2012 - Present
Northwest Florida Community Hospital April 2010 - February 2012
MN Cycling Federation November 2008 - April 2010
Wipfli LLP June 2006 - April 2009
Deloitte & Touche June 2005 - May 2006
Wipfli LLP October 2000 - August 2005
Wipfli LLP June 1998 - October 2000
Wipfli LLP January 1995 - June 1998
Skills
Accounting, Benchmarking, New Business Development, Project Management, Customer Relations, Non-profits, Healthcare Management, Financial Analysis, Financial Reporting, Budgeting, Auditing, Grant Management, Grants Administration, Internal Controls, Process Improvement, Employee Benefits, Training & Development, Business Communications, Supervisory Experience, Client Relationship..., Client Service, Forecasting, Fixed Asset Management, Bookkeeping, Presenter, Variance Analysis, Financial Projections, Staff Mentoring, Staff Management, Staff Development, Business Relationship..., Compliance Audits, Cash Management, Supplier Negotiations, Reporting & Analysis, Executive Reporting, Business Networking, Financial Statements, Nonprofits, CRM, Budgets, Financial Accounting, Finance
Education
St. Norbert College 1991 — 1995
BBA, Accounting
TDi Technologies, Inc. March 2012 - Present
Northwest Florida Community Hospital April 2010 - February 2012
MN Cycling Federation November 2008 - April 2010
Wipfli LLP June 2006 - April 2009
Deloitte & Touche June 2005 - May 2006
Wipfli LLP October 2000 - August 2005
Wipfli LLP June 1998 - October 2000
Wipfli LLP January 1995 - June 1998
Skills
Accounting, Benchmarking, New Business Development, Project Management, Customer Relations, Non-profits, Healthcare Management, Financial Analysis, Financial Reporting, Budgeting, Auditing, Grant Management, Grants Administration, Internal Controls, Process Improvement, Employee Benefits, Training & Development, Business Communications, Supervisory Experience, Client Relationship..., Client Service, Forecasting, Fixed Asset Management, Bookkeeping, Presenter, Variance Analysis, Financial Projections, Staff Mentoring, Staff Management, Staff Development, Business Relationship..., Compliance Audits, Cash Management, Supplier Negotiations, Reporting & Analysis, Executive Reporting, Business Networking, Financial Statements, Nonprofits, CRM, Budgets, Financial Accounting, Finance
Education
St. Norbert College 1991 — 1995
BBA, Accounting
Jeff Schaefer Jeff Schaefer's Wipfli LLP Experience November 2008 - Present
Job Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP November 2008 - Present
Jeff Schaefer CPA LLC September 2002 - November 2008
Baker Tilly Virchow Krause, LLP January 2000 - August 2002
Skills
Accounting, Tax, SEC filings, GAAP, Auditing, Small Business, US GAAP, Corporate Tax, CPA, Internal Controls, Tax Preparation, Financial Reporting, Income Tax, QuickBooks, Financial Accounting, Financial Statements, Financial Analysis, Tax Research, Due Diligence, Account Reconciliation, S Corporations, Journal Entries, Tax Accounting, Partnership Taxation, Tax Returns, Payroll, Business Valuation, Tax Advisory, Accounts Payable, Strategic Financial..., Forensic Accounting, Sales Tax, General Ledger, Finance
Education
University of Minnesota - Carlson School of Management 1996 — 2000
BSB, Accounting
Wipfli LLP November 2008 - Present
Jeff Schaefer CPA LLC September 2002 - November 2008
Baker Tilly Virchow Krause, LLP January 2000 - August 2002
Skills
Accounting, Tax, SEC filings, GAAP, Auditing, Small Business, US GAAP, Corporate Tax, CPA, Internal Controls, Tax Preparation, Financial Reporting, Income Tax, QuickBooks, Financial Accounting, Financial Statements, Financial Analysis, Tax Research, Due Diligence, Account Reconciliation, S Corporations, Journal Entries, Tax Accounting, Partnership Taxation, Tax Returns, Payroll, Business Valuation, Tax Advisory, Accounts Payable, Strategic Financial..., Forensic Accounting, Sales Tax, General Ledger, Finance
Education
University of Minnesota - Carlson School of Management 1996 — 2000
BSB, Accounting
Tori Szkodzinski Tori Szkodzinski's Wipfli LLP Experience January 2000 - Present
Job Tax Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2000 - Present
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, Partnership Taxation, CPA, Tax Preparation, S Corporations, US Tax, Tax Advisory, Tax Returns, GAAP, ProSystem fx Tax, Personal Tax Planning, Income Tax
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
Masters, Taxation
St. Norbert College 1997 — 2000
Bachelors, Accounting
Wipfli LLP January 2000 - Present
Skills
Tax Research, Tax Accounting, Corporate Tax, Tax, Partnership Taxation, CPA, Tax Preparation, S Corporations, US Tax, Tax Advisory, Tax Returns, GAAP, ProSystem fx Tax, Personal Tax Planning, Income Tax
Education
University of Wisconsin-Milwaukee - Lubar School of Business 2003 — 2005
Masters, Taxation
St. Norbert College 1997 — 2000
Bachelors, Accounting
Crystal LaPlante Crystal LaPlante's Wipfli LLP Experience December 1986 - Present
Job Tax Partner Construction & Real Estate
Industry Accounting
Experience
UW-Milwaukee 2009 - Present
Wipfli LLP December 1986 - Present
Skills
Corporate Tax, Tax, Tax Advisory, S Corporations, Tax Preparation, Partnership Taxation, Real Estate Transactions, Tax Accounting, Tax Research
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1996
MST, Taxation
St. Norbert College 1980 — 1984
BBA, Accounting
Cedar Grove - Belgium High School 1976 — 1980
UW-Milwaukee 2009 - Present
Wipfli LLP December 1986 - Present
Skills
Corporate Tax, Tax, Tax Advisory, S Corporations, Tax Preparation, Partnership Taxation, Real Estate Transactions, Tax Accounting, Tax Research
Education
University of Wisconsin-Milwaukee - Lubar School of Business 1994 — 1996
MST, Taxation
St. Norbert College 1980 — 1984
BBA, Accounting
Cedar Grove - Belgium High School 1976 — 1980
Eric Waldron, CPA Eric Waldron, CPA's Wipfli LLP Experience December 2008 - December 2012
Job Director Internal Audit at Marcus Corporation (MCS)
Industry Accounting
Experience
Marcus Corporation (MCS) 2014 - Present
Institute of Internal Auditors (IIA) - Milwaukee Chapter May 2011 - Present
Johnson Controls December 2012 - October 2014
Charles Allis & Villa Terrace Decorative Art Museums January 2010 - October 2013
Historic Water Tower Neighborhood January 2008 - October 2013
Wipfli LLP December 2008 - December 2012
Virchow Krause November 2006 - December 2008
Manpower 2004 - 2006
Arthur Andersen / BearingPoint (formerly KPMG Consulting) 2001 - 2004
E & Y 2000 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Forensic Accounting, FDICIA, Internal Controls, FCPA, Data analytics, Budgets, Data Analytics, Auditing, Due Diligence, Risk Management, Accounting, Business Strategy, CPA, Cash Management, Consulting, Corporate Tax, Cost Accounting, Enterprise Risk..., External Audit, Finance, Financial Analysis, Financial Accounting, Financial Modeling, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Forecasting, Financial Statements, General Ledger, Governance, IT Audit, Information Technology, Insurance, Management, Management Consulting, Managerial Finance, Mergers, Program Management, Project Planning, Risk Assessment, SEC filings, Sarbanes-Oxley, Strategic Planning, Strategy, Tax, Training, US GAAP
Education
The George Washington University 2003 — 2003
Certificate, Managing Projects Certificate – George Washington University
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2001
BBA, Accounting
Glendale Citizens Police Academy
Marcus Corporation (MCS) 2014 - Present
Institute of Internal Auditors (IIA) - Milwaukee Chapter May 2011 - Present
Johnson Controls December 2012 - October 2014
Charles Allis & Villa Terrace Decorative Art Museums January 2010 - October 2013
Historic Water Tower Neighborhood January 2008 - October 2013
Wipfli LLP December 2008 - December 2012
Virchow Krause November 2006 - December 2008
Manpower 2004 - 2006
Arthur Andersen / BearingPoint (formerly KPMG Consulting) 2001 - 2004
E & Y 2000 - 2000
Skills
Sarbanes-Oxley Act, Internal Audit, Forensic Accounting, FDICIA, Internal Controls, FCPA, Data analytics, Budgets, Data Analytics, Auditing, Due Diligence, Risk Management, Accounting, Business Strategy, CPA, Cash Management, Consulting, Corporate Tax, Cost Accounting, Enterprise Risk..., External Audit, Finance, Financial Analysis, Financial Accounting, Financial Modeling, Financial Audits, Financial Reporting, Financial Risk, Financial Services, Forecasting, Financial Statements, General Ledger, Governance, IT Audit, Information Technology, Insurance, Management, Management Consulting, Managerial Finance, Mergers, Program Management, Project Planning, Risk Assessment, SEC filings, Sarbanes-Oxley, Strategic Planning, Strategy, Tax, Training, US GAAP
Education
The George Washington University 2003 — 2003
Certificate, Managing Projects Certificate – George Washington University
University of Wisconsin-Milwaukee - Lubar School of Business 1996 — 2001
BBA, Accounting
Glendale Citizens Police Academy
Amy Van Harpen, MBA, CFE, CIA Amy Van Harpen, MBA, CFE, CIA's Wipfli LLP Experience 2011 - 2013
Job Fraud Investigation, Prevention & Internal Controls
Industry Accounting
Experience
CHAN HEALTHCARE July 2013 - Present
Titus 2013 - 2013
Wipfli LLP 2011 - 2013
Kimberly Clark 2007 - 2011
Kimberly-Clark 2006 - 2007
Kimberly-Clark 2004 - 2006
Kimberly-Clark 2002 - 2004
Kimberly-Clark 1998 - 2002
ESSC Genicom 1997 - 1998
National City Processing 1996 - 1997
Skills
Accounting, Internal Controls, Financial Analysis, FCPA, Fraud Detection, Team Leadership, Auditing, Sarbanes-Oxley Act, Management, Change Management, Fraud Prevention, Audit, Forensic Accounting, Process Improvement, SAP, Risk Assessment, Training, Program Management, ERP, Analysis, Leadership, Forecasting, Internal Audit, Finance, Budgets, Financial Accounting, Sarbanes-Oxley, Account Reconciliation, Accounts Payable, Payroll
Education
Webster University
MBA, Finance
University of Wisconsin-Stevens Point
B.S., Psychology
Universidad de las Américas, A.C.
1 semester, Psychology & Spanish
CHAN HEALTHCARE July 2013 - Present
Titus 2013 - 2013
Wipfli LLP 2011 - 2013
Kimberly Clark 2007 - 2011
Kimberly-Clark 2006 - 2007
Kimberly-Clark 2004 - 2006
Kimberly-Clark 2002 - 2004
Kimberly-Clark 1998 - 2002
ESSC Genicom 1997 - 1998
National City Processing 1996 - 1997
Skills
Accounting, Internal Controls, Financial Analysis, FCPA, Fraud Detection, Team Leadership, Auditing, Sarbanes-Oxley Act, Management, Change Management, Fraud Prevention, Audit, Forensic Accounting, Process Improvement, SAP, Risk Assessment, Training, Program Management, ERP, Analysis, Leadership, Forecasting, Internal Audit, Finance, Budgets, Financial Accounting, Sarbanes-Oxley, Account Reconciliation, Accounts Payable, Payroll
Education
Webster University
MBA, Finance
University of Wisconsin-Stevens Point
B.S., Psychology
Universidad de las Américas, A.C.
1 semester, Psychology & Spanish
Michelle R. Anderson CPA Michelle R. Anderson CPA's Wipfli LLP Experience December 2012 - Present
Job Senior Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2012 - Present
Eikill & Schilling LTD November 2000 - November 2012
Skills
Non-profits, Auditing, Accounting Standards, Assurance, External Audit, Accounting, Internal Controls, GAAP, US GAAP, Income Tax, Tax, Corporate Tax, Financial Accounting, Tax Returns, Tax Accounting, Consolidation, Financial Statements, Revenue Recognition, Statutory Audit, Tax Preparation, General Ledger
Education
University of Minnesota-Duluth 1996 — 1999
Bachelor of Accounting, Accounting
Wipfli LLP December 2012 - Present
Eikill & Schilling LTD November 2000 - November 2012
Skills
Non-profits, Auditing, Accounting Standards, Assurance, External Audit, Accounting, Internal Controls, GAAP, US GAAP, Income Tax, Tax, Corporate Tax, Financial Accounting, Tax Returns, Tax Accounting, Consolidation, Financial Statements, Revenue Recognition, Statutory Audit, Tax Preparation, General Ledger
Education
University of Minnesota-Duluth 1996 — 1999
Bachelor of Accounting, Accounting
Jennifer Lang's Wipfli LLP Experience December 2008 - October 2011
Job Tax Manager at PwC
Industry Accounting
Experience
PwC October 2011 - Present
Wipfli LLP December 2008 - October 2011
Grant Thornton LLP July 2006 - November 2008
Wipfli LLP January 2005 - July 2006
Skills
Tax Research, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, Tax, S Corporations, Tax Preparation, CPA, Tax Returns, US Tax
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Masters of Business Taxation
University of Wisconsin - Eau Claire 2000 — 2004
BBA, Accounting and Finance
PwC October 2011 - Present
Wipfli LLP December 2008 - October 2011
Grant Thornton LLP July 2006 - November 2008
Wipfli LLP January 2005 - July 2006
Skills
Tax Research, Corporate Tax, Tax Accounting, Income Tax, Partnership Taxation, Tax, S Corporations, Tax Preparation, CPA, Tax Returns, US Tax
Education
University of Minnesota - Carlson School of Management 2008 — 2011
Masters of Business Taxation
University of Wisconsin - Eau Claire 2000 — 2004
BBA, Accounting and Finance
Maggie Irvin, CPA Maggie Irvin, CPA's Wipfli LLP Experience November 2013 - April 2015
Job Senior Tax Accountant at Wipfli LLP
Industry Accounting
Experience
St. Jude Medical April 2015 - Present
Gold's Gym April 2009 - Present
YMCA of Metropolitan Minneapolis January 2008 - Present
Wipfli LLP November 2013 - April 2015
Grant Thornton International Ltd September 2011 - November 2013
Advanced Risk Managers October 2009 - January 2011
Essential Business Services May 2007 - September 2009
Skills
Tax, Accounting, Tax Returns, QuickBooks, Account Reconciliation, Financial Reporting, Corporate Tax
Education
University of St. Thomas 2010 — 2011
Masters of Accountancy, Accounting
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science, Accounting
St. Jude Medical April 2015 - Present
Gold's Gym April 2009 - Present
YMCA of Metropolitan Minneapolis January 2008 - Present
Wipfli LLP November 2013 - April 2015
Grant Thornton International Ltd September 2011 - November 2013
Advanced Risk Managers October 2009 - January 2011
Essential Business Services May 2007 - September 2009
Skills
Tax, Accounting, Tax Returns, QuickBooks, Account Reconciliation, Financial Reporting, Corporate Tax
Education
University of St. Thomas 2010 — 2011
Masters of Accountancy, Accounting
University of Minnesota - Carlson School of Management 2005 — 2009
Bachelor of Science, Accounting
Jordan Thureson's Wipfli LLP Experience September 2014 - Present
Job Staff Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2014 - Present
Wipfli LLP January 2013 - April 2013
Skills
Time Management, Management, Leadership Development, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Teamwork, Critical Thinking, Tax Accounting, Call Centers, Leadership, Public Speaking, Data Analysis, Outlook
Education
University of Minnesota-Twin Cities 2013 — 2014
Master's degree, Accounting
University of Minnesota - Carlson School of Management 2010 — 2013
Bachelors of Science, Accounting, Senior
University of Minnesota-Twin Cities 2011 — 2013
Leadership Development Study Abroad Program
University of Wisconsin-La Crosse 2009 — 2010
Accounting
Wipfli LLP September 2014 - Present
Wipfli LLP January 2013 - April 2013
Skills
Time Management, Management, Leadership Development, Team Building, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Accounting, Customer Service, Teamwork, Critical Thinking, Tax Accounting, Call Centers, Leadership, Public Speaking, Data Analysis, Outlook
Education
University of Minnesota-Twin Cities 2013 — 2014
Master's degree, Accounting
University of Minnesota - Carlson School of Management 2010 — 2013
Bachelors of Science, Accounting, Senior
University of Minnesota-Twin Cities 2011 — 2013
Leadership Development Study Abroad Program
University of Wisconsin-La Crosse 2009 — 2010
Accounting
Douglas Fitzgerald Douglas Fitzgerald's Wipfli LLP Experience October 2010 - Present
Job Partner with Wipfli LLP specializing in the financial institution industry
Industry Accounting
Experience
Wipfli LLP October 2010 - Present
Education
University of Illinois 1972 — 1976
Bachelors, Accouting
Wipfli LLP October 2010 - Present
Education
University of Illinois 1972 — 1976
Bachelors, Accouting
Lonny Charles Lonny Charles's Wipfli LLP Experience August 1998 - Present
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP August 1998 - Present
Wipfli LLP August 1998 - May 2011
Wipfli LLP August 1998 - May 2011
Skills
Corporate Tax Planning, Personal Tax Planning, Financial Accounting, Software Consulting, Financial System..., Business Analysis, Succession Planning, Small Business, Business Strategy, Real Estate Transactions, Management Consulting, Accounting, QuickBooks, Corporate Tax, CPA, Tax Research, Tax Accounting, S Corporations, Partnership Taxation, Income Tax, Financial Analysis, GAAP, Strategic Planning, Tax
Education
St. Norbert College 1994 — 1998
BBA, Accounting
Wipfli LLP August 1998 - Present
Wipfli LLP August 1998 - May 2011
Wipfli LLP August 1998 - May 2011
Skills
Corporate Tax Planning, Personal Tax Planning, Financial Accounting, Software Consulting, Financial System..., Business Analysis, Succession Planning, Small Business, Business Strategy, Real Estate Transactions, Management Consulting, Accounting, QuickBooks, Corporate Tax, CPA, Tax Research, Tax Accounting, S Corporations, Partnership Taxation, Income Tax, Financial Analysis, GAAP, Strategic Planning, Tax
Education
St. Norbert College 1994 — 1998
BBA, Accounting
JoAnn Cotter's Wipfli LLP Experience Partner in Charge - Financial Institutions PracticeWipfli LLPJuly 1984 - Present
Job Partner in Charge Financial Institutions Practice at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP Partner in Charge - Financial Institutions PracticeWipfli LLPJuly 1984 - Present
Wipfli LLP 1984 - 2010
Skills
Sarbanes-Oxley Act, Corporate Tax, Tax Research, Income Tax, Auditing, CPA, Tax Preparation, Accounting, GAAP, Internal Controls, Tax Accounting, Tax, Financial Accounting, Financial Analysis, Partnership Taxation, Financial Reporting
Education
St. Norbert College 1980 — 1984
Bachelors Degree, Accounting
Wipfli LLP Partner in Charge - Financial Institutions PracticeWipfli LLPJuly 1984 - Present
Wipfli LLP 1984 - 2010
Skills
Sarbanes-Oxley Act, Corporate Tax, Tax Research, Income Tax, Auditing, CPA, Tax Preparation, Accounting, GAAP, Internal Controls, Tax Accounting, Tax, Financial Accounting, Financial Analysis, Partnership Taxation, Financial Reporting
Education
St. Norbert College 1980 — 1984
Bachelors Degree, Accounting
Brandon Thayer Brandon Thayer's Wipfli LLP Experience July 2013 - October 2014
Job Associate at CliftonLarsonAllen
Industry Accounting
Experience
CliftonLarsonAllen November 2014 - Present
Wipfli LLP July 2013 - October 2014
St. Norbert College August 2009 - May 2013
Wisconsin Timber Rattlers May 2010 - September 2011
Green Bay Country Club July 2011 - August 2011
Green Bay Packers August 2009 - January 2010
Skills
Accounting, Microsoft Word, Microsoft Excel, Public Speaking, Public Relations, Sports Marketing, Promotions, Event Planning, Teamwork, PowerPoint, Time Management, Microsoft Office, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
CliftonLarsonAllen November 2014 - Present
Wipfli LLP July 2013 - October 2014
St. Norbert College August 2009 - May 2013
Wisconsin Timber Rattlers May 2010 - September 2011
Green Bay Country Club July 2011 - August 2011
Green Bay Packers August 2009 - January 2010
Skills
Accounting, Microsoft Word, Microsoft Excel, Public Speaking, Public Relations, Sports Marketing, Promotions, Event Planning, Teamwork, PowerPoint, Time Management, Microsoft Office, Leadership
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Andrew Ravenscroft Andrew Ravenscroft's Wipfli LLP Experience September 2011 - August 2014
Job
Industry Insurance
Experience
CUNA Mutual Group August 2014 - Present
Marinagh Publishing LLC July 2014 - Present
Wipfli LLP September 2011 - August 2014
The QTI Group May 2007 - September 2011
ProAssurance June 2002 - September 2006
Physician's Insurance Company Wisconsin (PIC Wisconsin) July 1997 - June 2002
Promega 1995 - 1997
Skills
Leadership, Strategic Planning, Insurance, Change Management, Risk Management, Management, Business Analysis, Operations Management, Underwriting, Analysis, Employee Benefits, Consulting, Recruiting, Performance Management, Claim, Program Management, Cross-functional Team..., Policy, Business Process..., Strategy, Benefits Administration, Project Management, Executive Management, Marketing, Healthcare, Human Resources, Business Strategy, Data Analysis, Management Consulting, Financial Analysis, Sales, Team Building, Leadership Development, Coaching, Property & Casualty..., Product Management, Presentations, Superior written &..., Insurance analytics, Insurance business..., Insurance software..., Insurance software..., Insurance BI consulting, Insurance technology, Insurance technology..., Medical Professional..., Professional Liability
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
Executive MBA
Prosci Change Management
Change Management
University of London
BA Hons, English Literature
CUNA Mutual Group August 2014 - Present
Marinagh Publishing LLC July 2014 - Present
Wipfli LLP September 2011 - August 2014
The QTI Group May 2007 - September 2011
ProAssurance June 2002 - September 2006
Physician's Insurance Company Wisconsin (PIC Wisconsin) July 1997 - June 2002
Promega 1995 - 1997
Skills
Leadership, Strategic Planning, Insurance, Change Management, Risk Management, Management, Business Analysis, Operations Management, Underwriting, Analysis, Employee Benefits, Consulting, Recruiting, Performance Management, Claim, Program Management, Cross-functional Team..., Policy, Business Process..., Strategy, Benefits Administration, Project Management, Executive Management, Marketing, Healthcare, Human Resources, Business Strategy, Data Analysis, Management Consulting, Financial Analysis, Sales, Team Building, Leadership Development, Coaching, Property & Casualty..., Product Management, Presentations, Superior written &..., Insurance analytics, Insurance business..., Insurance software..., Insurance software..., Insurance BI consulting, Insurance technology, Insurance technology..., Medical Professional..., Professional Liability
Education
University of Wisconsin-Madison - School of Business 2002 — 2004
Executive MBA
Prosci Change Management
Change Management
University of London
BA Hons, English Literature
Angela Chieffo, CPA Angela Chieffo, CPA's Wipfli LLP Experience September 2008 - May 2012
Job Senior Financial Analyst – Standby / Jobsite Products & International at Briggs and Stratton
Industry Accounting
Experience
Briggs and Stratton May 2015 - Present
Briggs and Stratton May 2012 - April 2015
Wipfli LLP September 2008 - May 2012
St. Mary Catholic Community June 2006 - July 2008
Skills
Financial Accounting, US GAAP, Financial Analysis, Account Reconciliation, Microsoft Excel, Microsoft Office, Microsoft Word, External Audit, Journal Entries, Accruals, SAP, Accountants, Forecasting, Monthly Close, Cognos, Financial Reporting, Year-end Close
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, Accounting
Briggs and Stratton May 2015 - Present
Briggs and Stratton May 2012 - April 2015
Wipfli LLP September 2008 - May 2012
St. Mary Catholic Community June 2006 - July 2008
Skills
Financial Accounting, US GAAP, Financial Analysis, Account Reconciliation, Microsoft Excel, Microsoft Office, Microsoft Word, External Audit, Journal Entries, Accruals, SAP, Accountants, Forecasting, Monthly Close, Cognos, Financial Reporting, Year-end Close
Education
St. Norbert College 2004 — 2008
Bachelor of Business Administration, Accounting
Ethan Beatty Ethan Beatty's Wipfli LLP Experience June 2013 - August 2013
Job Business Analyst at Deloitte Consulting
Industry Management Consulting
Experience
Deloitte October 2014 - Present
Strictly Discs May 2007 - Present
University of Minnesota May 2013 - May 2015
Undergraduate Consulting Club May 2013 - December 2014
Target June 2014 - September 2014
Investment and Finance Organization December 2011 - November 2013
Wipfli LLP June 2013 - August 2013
Northern Buoy April 2013 - August 2013
LEDC 2011 - May 2012
Google+ Case Competition 2012 - 2012
Skills
Fundraising, Data Analysis, Social Media, Entrepreneurship, Analysis, Market Research, Social Media Marketing, Management Consulting, Leadership, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance
Deloitte October 2014 - Present
Strictly Discs May 2007 - Present
University of Minnesota May 2013 - May 2015
Undergraduate Consulting Club May 2013 - December 2014
Target June 2014 - September 2014
Investment and Finance Organization December 2011 - November 2013
Wipfli LLP June 2013 - August 2013
Northern Buoy April 2013 - August 2013
LEDC 2011 - May 2012
Google+ Case Competition 2012 - 2012
Skills
Fundraising, Data Analysis, Social Media, Entrepreneurship, Analysis, Market Research, Social Media Marketing, Management Consulting, Leadership, Financial Modeling
Education
University of Minnesota - Carlson School of Management 2011 — 2015
Finance
Jennifer Scheller Jennifer Scheller's Wipfli LLP Experience June 2009 - March 2011
Job Business Development
Industry Financial Services
Experience
No company Business Development, Madison MarketWipfli LLPJune 2009 - July 2011
Wipfli LLP June 2009 - March 2011
General Casualty Insurance December 2004 - June 2008
University of Wisconsin Athletics 2000 - 2005
Crain Communications 1995 - 1998
Skills
Business Development, Strategic Planning, Sales, Leadership, New Business Development, Marketing Strategy, Marketing, Account Management, Strategy, Insurance, Budgets, Marketing Communications, Project Management, Business Strategy, Team Building, Management, Business Planning, Fundraising
Education
St. Norbert College 1988 — 1992
No company Business Development, Madison MarketWipfli LLPJune 2009 - July 2011
Wipfli LLP June 2009 - March 2011
General Casualty Insurance December 2004 - June 2008
University of Wisconsin Athletics 2000 - 2005
Crain Communications 1995 - 1998
Skills
Business Development, Strategic Planning, Sales, Leadership, New Business Development, Marketing Strategy, Marketing, Account Management, Strategy, Insurance, Budgets, Marketing Communications, Project Management, Business Strategy, Team Building, Management, Business Planning, Fundraising
Education
St. Norbert College 1988 — 1992
Susan Miller Susan Miller's Wipfli LLP Experience January 1995 - July 2000
Job
Industry Insurance
Experience
Travelers August 2004 - Present
Travelers June 2003 - August 2004
Travelers April 2001 - June 2003
Fortis Investments July 2000 - April 2001
Wipfli LLP January 1995 - July 2000
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, GAAP, Tax Preparation, Financial Reporting, Accounting, Cash Management, Tax Returns, Tax Research, CPA, General Ledger, Financial Accounting
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBT
University of Wisconsin-Eau Claire 1991 — 1996
BBA
Travelers August 2004 - Present
Travelers June 2003 - August 2004
Travelers April 2001 - June 2003
Fortis Investments July 2000 - April 2001
Wipfli LLP January 1995 - July 2000
Skills
Corporate Tax, Tax Accounting, Income Tax, Tax, GAAP, Tax Preparation, Financial Reporting, Accounting, Cash Management, Tax Returns, Tax Research, CPA, General Ledger, Financial Accounting
Education
University of Minnesota - Carlson School of Management 1998 — 2002
MBT
University of Wisconsin-Eau Claire 1991 — 1996
BBA
Samantha Wimmer's Wipfli LLP Experience December 2011 - Present
Job Senior Tax Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2011 - Present
Wipfli LLP January 2010 - November 2011
RSM McGladrey, Inc January 2007 - December 2009
Carlson Advisors, LLC June 2004 - December 2006
Grant Thornton LLP December 2000 - June 2004
Skills
Accounting, S Corporations, Tax, Corporate Tax, Income Tax, Tax Compliance, Manufacturing, Tax Research
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBT, Taxation
University of Minnesota - Carlson School of Management 1997 — 2001
BS, Accounting
University of Minnesota - Carlson School of Management 1997 — 2001
Bachelor of Science, Accounting / Finance
Logan High 1993 — 1997
Wipfli LLP December 2011 - Present
Wipfli LLP January 2010 - November 2011
RSM McGladrey, Inc January 2007 - December 2009
Carlson Advisors, LLC June 2004 - December 2006
Grant Thornton LLP December 2000 - June 2004
Skills
Accounting, S Corporations, Tax, Corporate Tax, Income Tax, Tax Compliance, Manufacturing, Tax Research
Education
University of Minnesota - Carlson School of Management 2001 — 2005
MBT, Taxation
University of Minnesota - Carlson School of Management 1997 — 2001
BS, Accounting
University of Minnesota - Carlson School of Management 1997 — 2001
Bachelor of Science, Accounting / Finance
Logan High 1993 — 1997
Morgan Haynes Morgan Haynes's Wipfli LLP Experience January 2015 - Present
Job CPA Partner at Wipfli, LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. December 2006 - December 2014
Western States Insurance April 2005 - January 2007
Skills
Financial Reporting, Accounting, Tax, GAAP, CPA, Tax Preparation, Income Tax, Tax Accounting, General Ledger, Financial Accounting, Account Reconciliation, Corporate Tax, Financial Statements, Tax Research, Auditing
Education
The University of Montana - School of Business Administration 2004 — 2005
Masters of Accountancy
The University of Montana - School of Business Administration
Management and Accounting
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. December 2006 - December 2014
Western States Insurance April 2005 - January 2007
Skills
Financial Reporting, Accounting, Tax, GAAP, CPA, Tax Preparation, Income Tax, Tax Accounting, General Ledger, Financial Accounting, Account Reconciliation, Corporate Tax, Financial Statements, Tax Research, Auditing
Education
The University of Montana - School of Business Administration 2004 — 2005
Masters of Accountancy
The University of Montana - School of Business Administration
Management and Accounting
Claudio Diaz, SPHR, SHRM-SCP Claudio Diaz, SPHR, SHRM-SCP's Wipfli LLP Experience January 2005 - Present
Job
Industry Human Resources
Experience
Wipfli LLP January 2005 - Present
Latino Chamber of Commerce March 2009 - April 2013
Schreiber Foods April 2003 - October 2004
Mercy Health Systems 1999 - 2003
Disney Institute 1998 - 1999
Disney University, Walt Disney World 1996 - 1998
Walt Disney World 1982 - 1996
Skills
Performance Management, Organizational..., Leadership, Strategy, Leadership Development, Succession Planning, Strategic Planning, Performance Improvement, Process Improvement, Program Management, Training, Human Resources, Talent Management, Employee Relations, Employee Benefits, Management Consulting, Mergers & Acquisitions, Executive Coaching
Education
University of Central Florida - College of Business Administration 1981 — 1989
Bachelor of Science
Wipfli LLP January 2005 - Present
Latino Chamber of Commerce March 2009 - April 2013
Schreiber Foods April 2003 - October 2004
Mercy Health Systems 1999 - 2003
Disney Institute 1998 - 1999
Disney University, Walt Disney World 1996 - 1998
Walt Disney World 1982 - 1996
Skills
Performance Management, Organizational..., Leadership, Strategy, Leadership Development, Succession Planning, Strategic Planning, Performance Improvement, Process Improvement, Program Management, Training, Human Resources, Talent Management, Employee Relations, Employee Benefits, Management Consulting, Mergers & Acquisitions, Executive Coaching
Education
University of Central Florida - College of Business Administration 1981 — 1989
Bachelor of Science
Tracy Gifoli's Wipfli LLP Experience April 2015 - Present
Job Human Resources Business Partner
Industry Human Resources
Experience
Wipfli LLP April 2015 - Present
QVC June 2012 - May 2014
Endo Pharmaceuticals September 2010 - June 2012
AstraZeneca May 2007 - July 2008
AstraZeneca January 2006 - May 2007
Skills
Onboarding, Talent Acquisition, Human Resources, Project Management, HRIS, Talent Management, Succession Planning, Employee Relations, Workforce Planning, Performance Management, Employee Engagement, Recruiting, Employee Benefits, New Hire Orientations, HR Policies, Interviews, PeopleSoft, Organizational Design, HR Consulting, Leadership Development, Change Management, Vendor Management, Labor Relations, Team Building, Screening Resumes, Conflict Resolution, Taleo
Education
University of Delaware 1998 — 2003
Bachelor of Science, Fashion Merchandising
Wipfli LLP April 2015 - Present
QVC June 2012 - May 2014
Endo Pharmaceuticals September 2010 - June 2012
AstraZeneca May 2007 - July 2008
AstraZeneca January 2006 - May 2007
Skills
Onboarding, Talent Acquisition, Human Resources, Project Management, HRIS, Talent Management, Succession Planning, Employee Relations, Workforce Planning, Performance Management, Employee Engagement, Recruiting, Employee Benefits, New Hire Orientations, HR Policies, Interviews, PeopleSoft, Organizational Design, HR Consulting, Leadership Development, Change Management, Vendor Management, Labor Relations, Team Building, Screening Resumes, Conflict Resolution, Taleo
Education
University of Delaware 1998 — 2003
Bachelor of Science, Fashion Merchandising
Colleen Cooke-Varallo, CPA Colleen Cooke-Varallo, CPA's Wipfli LLP Experience January 2015 - Present
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Elko & Associates Ltd a PKF member firm November 1989 - December 2014
PKF North America 1989 - 2013
Skills
Insurance, Auditing, Accounting, Tax, Internal Controls, Leadership, Management, Financial Reporting, CPA, GAAP, Corporate Tax, Revenue Recognition, Due Diligence, Income Tax
Education
Stockton University 1984 — 1988
B.S. Business Administration, Accounting
CPE Inc
Wipfli LLP January 2015 - Present
Elko & Associates Ltd a PKF member firm November 1989 - December 2014
PKF North America 1989 - 2013
Skills
Insurance, Auditing, Accounting, Tax, Internal Controls, Leadership, Management, Financial Reporting, CPA, GAAP, Corporate Tax, Revenue Recognition, Due Diligence, Income Tax
Education
Stockton University 1984 — 1988
B.S. Business Administration, Accounting
CPE Inc
Ellyn Marell, CPA, CSEP Ellyn Marell, CPA, CSEP's Wipfli LLP Experience January 2009 - Present
Job Tax Director at Wipfli LLP Specializing in Estate, Trust, Gift, Private Foundations & Individual Tax Services
Industry Accounting
Experience
Wipfli LLP January 2009 - Present
Blanski, Peter, Kronlage & Zoch, P.A. February 2004 - December 2008
Lurie Besikof Lapidus & Company, LLP February 1993 - September 2003
KIDZ Creat-A-Book Etc May 1990 - December 1994
Stirtz, Bernards & Co. February 1987 - June 1989
Cray Research Inc. February 1986 - December 1986
Laventhol & Horwath July 1984 - January 1986
Skills
Estate Taxation, Fiduciary Taxation, Gift Tax, Estate Tax Planning, Individual Taxation, Private Foundations, Tax, Trust Taxation, Estate Planning, Trusts, CPA, High Net Worth..., Income Tax, Tax Preparation, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management
BSB
Wipfli LLP January 2009 - Present
Blanski, Peter, Kronlage & Zoch, P.A. February 2004 - December 2008
Lurie Besikof Lapidus & Company, LLP February 1993 - September 2003
KIDZ Creat-A-Book Etc May 1990 - December 1994
Stirtz, Bernards & Co. February 1987 - June 1989
Cray Research Inc. February 1986 - December 1986
Laventhol & Horwath July 1984 - January 1986
Skills
Estate Taxation, Fiduciary Taxation, Gift Tax, Estate Tax Planning, Individual Taxation, Private Foundations, Tax, Trust Taxation, Estate Planning, Trusts, CPA, High Net Worth..., Income Tax, Tax Preparation, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management
BSB
Dave Mathewson's Wipfli LLP Experience January 2014 - April 2014
Job Staff Accountant at Wipfli CPAs and Consultants
Industry Accounting
Experience
Wipfli LLP January 2014 - April 2014
University of minnesota duluth September 2009 - December 2013
Minnesota National Golf Course April 2013 - August 2013
University of Minnesota Duluth September 2012 - December 2012
University of Minnesota Duluth January 2012 - May 2012
University of Minnesota Duluth January 2012 - April 2012
Dairy Queen February 2007 - August 2011
Skills
Finance, Leadership, Microsoft Excel, Time Management, Microsoft Word, Management, Accounting, PowerPoint, Budgets, Coaching, ProSystem fx Tax, Data Analysis
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Accounting and B.B.A. Finance
Wipfli LLP January 2014 - April 2014
University of minnesota duluth September 2009 - December 2013
Minnesota National Golf Course April 2013 - August 2013
University of Minnesota Duluth September 2012 - December 2012
University of Minnesota Duluth January 2012 - May 2012
University of Minnesota Duluth January 2012 - April 2012
Dairy Queen February 2007 - August 2011
Skills
Finance, Leadership, Microsoft Excel, Time Management, Microsoft Word, Management, Accounting, PowerPoint, Budgets, Coaching, ProSystem fx Tax, Data Analysis
Education
University of Minnesota-Duluth 2009 — 2013
Bachelor of Accounting and B.B.A. Finance
Carl Ackermann Carl Ackermann's Wipfli LLP Experience September 2005 - Present
Job Strategic Project Manager » Market & Competitive Intelligence • Research & Analysis • Professional Services Social Media
Industry Market Research
Experience
Wipfli LLP September 2005 - Present
Sales & Marketing Professionals of Northeast Wisconsin (SMP) 2005 - Present
UW- Whitewater Business Outreach Services (WISC/SBDC/GBRC) December 2002 - June 2005
Skills
Market Research, Marketing Strategy, Competitive Intelligence, Strategy, Strategic Planning, Business Development, Market Intelligence, Market Analysis, LinkedIn, Marketing, Segmentation, CRM databases, Industry Research, Sales Intelligence, Marketing Communications, Collaborative Working, Online Research, Social Media Measurement, Business Strategy, Intelligence, Collaborative..., Program Management, Project Planning, Social Media Marketing, Cross-functional Team..., Company Profiling, Innovative Thinking, Social Media Monitoring, Account Planning, Knowledge Transfer, Secondary Data Analysis, Marketing Research, Social Media, Data Analysis, Professional Services, M&A analysis, Microsoft CRM, Leadership, Research, Qualitative Research
Education
University of Wisconsin-Whitewater 2000 — 2004
B.B.A., Marketing
Johann Wolfgang Goethe-Universität Frankfurt am Main 2003 — 2003
Cross Cultural Communications, European Business
Catholic Memorial High School 1996 — 2000
Wipfli LLP September 2005 - Present
Sales & Marketing Professionals of Northeast Wisconsin (SMP) 2005 - Present
UW- Whitewater Business Outreach Services (WISC/SBDC/GBRC) December 2002 - June 2005
Skills
Market Research, Marketing Strategy, Competitive Intelligence, Strategy, Strategic Planning, Business Development, Market Intelligence, Market Analysis, LinkedIn, Marketing, Segmentation, CRM databases, Industry Research, Sales Intelligence, Marketing Communications, Collaborative Working, Online Research, Social Media Measurement, Business Strategy, Intelligence, Collaborative..., Program Management, Project Planning, Social Media Marketing, Cross-functional Team..., Company Profiling, Innovative Thinking, Social Media Monitoring, Account Planning, Knowledge Transfer, Secondary Data Analysis, Marketing Research, Social Media, Data Analysis, Professional Services, M&A analysis, Microsoft CRM, Leadership, Research, Qualitative Research
Education
University of Wisconsin-Whitewater 2000 — 2004
B.B.A., Marketing
Johann Wolfgang Goethe-Universität Frankfurt am Main 2003 — 2003
Cross Cultural Communications, European Business
Catholic Memorial High School 1996 — 2000
Weiwei Eiden's Wipfli LLP Experience January 2014 - Present
Job CPA, Senior Tax Accountant
Industry Accounting
Experience
Wipfli LLP January 2014 - Present
Plante & Moran, PLLC August 2011 - September 2012
USG June 2010 - April 2011
Friedman & Huey Associates, LLP January 2010 - April 2010
Skills
Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting, CPA
Education
University of Illinois at Chicago 2010 — 2011
Master's degree, Accounting, 3.8/4
University of Illinois at Chicago 2008 — 2010
Bachelor's degree, Accounting, 3.9/4
Wipfli LLP January 2014 - Present
Plante & Moran, PLLC August 2011 - September 2012
USG June 2010 - April 2011
Friedman & Huey Associates, LLP January 2010 - April 2010
Skills
Corporate Tax, Tax, Tax Preparation, Partnership Taxation, Tax Accounting, CPA
Education
University of Illinois at Chicago 2010 — 2011
Master's degree, Accounting, 3.8/4
University of Illinois at Chicago 2008 — 2010
Bachelor's degree, Accounting, 3.9/4
Bob Ippolite Bob Ippolite's Wipfli LLP Experience Individual income tax, estate and gift tax, tax and estate planning.$
Job CPA TAX at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP Individual income tax, estate and gift tax, tax and estate planning.$
Skills
Tax, CPA, Small Business, Corporate Tax, Marketing Strategy, Tax Preparation, Accounting, Customer Service, Tax Accounting, Auditing, Income Tax, Financial Accounting, Tax Returns, Estate Planning
Education
University of Minnesota-Twin Cities
University of Wisconsin-Eau Claire
Accounting
Wipfli LLP Individual income tax, estate and gift tax, tax and estate planning.$
Skills
Tax, CPA, Small Business, Corporate Tax, Marketing Strategy, Tax Preparation, Accounting, Customer Service, Tax Accounting, Auditing, Income Tax, Financial Accounting, Tax Returns, Estate Planning
Education
University of Minnesota-Twin Cities
University of Wisconsin-Eau Claire
Accounting
Zach Paulson, CPA (Inactive) Zach Paulson, CPA (Inactive)'s Wipfli LLP Experience January 2009 - August 2013
Job Senior Accountant at University of Minnesota Physicians
Industry Accounting
Experience
University of Minnesota Physicians August 2013 - Present
Wipfli LLP January 2009 - August 2013
University of Minnesota Foundation July 2008 - September 2008
Northwestern Mutual May 2007 - May 2008
Skills
GAAP, Tax Preparation, Accounting, Corporate Tax, Tax, Auditing, Financial Reporting, General Ledger, CPA, Financial Statements, Income Tax, Financial Accounting, Internal Controls, Tax Research, Tax Accounting, QuickBooks, Tax Returns, Fixed Assets, US GAAP, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
University of Minnesota Physicians August 2013 - Present
Wipfli LLP January 2009 - August 2013
University of Minnesota Foundation July 2008 - September 2008
Northwestern Mutual May 2007 - May 2008
Skills
GAAP, Tax Preparation, Accounting, Corporate Tax, Tax, Auditing, Financial Reporting, General Ledger, CPA, Financial Statements, Income Tax, Financial Accounting, Internal Controls, Tax Research, Tax Accounting, QuickBooks, Tax Returns, Fixed Assets, US GAAP, Sarbanes-Oxley Act
Education
University of Minnesota - Carlson School of Management 2004 — 2008
Bachelor of Science (BS), Accounting and Finance
Brandon Maciej Brandon Maciej's Wipfli LLP Experience December 2014 - Present
Job Manager | Performance Improvement | BI | Manufacturing Junky | Operations Soothsayer | 6σ Black Belt | QlikView
Industry Management Consulting
Experience
Wipfli LLP December 2014 - Present
Wipfli LLP December 2012 - December 2014
Wipfli LLP December 2010 - December 2012
Wipfli LLP June 2008 - December 2010
Universal Tool and Molding Inc. June 2004 - June 2008
Skills
Business Process..., Process Improvement, Six Sigma, Management Consulting, Manufacturing, Business Intelligence, Strategic Planning, Business Strategy, Change Management, Strategy, Product Development, Process Engineering, Financial Analysis, Discrete Manufacturing, Business Analysis, QlikView, Mergers & Acquisitions, Forecasting, Facilities Management, 5S, Agile Methodologies, Market Research, Facility Layout, Leadership, Site Selection, Employee Engagement, Analysis, Inventory Planning, Auditing
Education
University of Minnesota - Carlson School of Management
BSB, Marketing, Entrepreneurship
University of Minnesota-Twin Cities
BSB, Marketing, Entrepreneurship
Villanova University 2010 — 2011
Master Six Sigma Black Belt
CIEE
Business, Spanish
Wipfli LLP December 2014 - Present
Wipfli LLP December 2012 - December 2014
Wipfli LLP December 2010 - December 2012
Wipfli LLP June 2008 - December 2010
Universal Tool and Molding Inc. June 2004 - June 2008
Skills
Business Process..., Process Improvement, Six Sigma, Management Consulting, Manufacturing, Business Intelligence, Strategic Planning, Business Strategy, Change Management, Strategy, Product Development, Process Engineering, Financial Analysis, Discrete Manufacturing, Business Analysis, QlikView, Mergers & Acquisitions, Forecasting, Facilities Management, 5S, Agile Methodologies, Market Research, Facility Layout, Leadership, Site Selection, Employee Engagement, Analysis, Inventory Planning, Auditing
Education
University of Minnesota - Carlson School of Management
BSB, Marketing, Entrepreneurship
University of Minnesota-Twin Cities
BSB, Marketing, Entrepreneurship
Villanova University 2010 — 2011
Master Six Sigma Black Belt
CIEE
Business, Spanish
Nicholas Palm's Wipfli LLP Experience June 2012 - October 2014
Job Senior Auditor at Honkamp Krueger & Co., P.C.
Industry Accounting
Experience
Honkamp Krueger & Co., P.C. October 2014 - Present
Wipfli LLP June 2012 - October 2014
Honkamp Krueger & Co., P.C. June 2011 - June 2012
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Strategic Financial..., Accounting, Microsoft Office, Customer Service, Financial Analysis, Auditing, Financial Accounting
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Madison Edgewood High School 2003 — 2007
Honkamp Krueger & Co., P.C. October 2014 - Present
Wipfli LLP June 2012 - October 2014
Honkamp Krueger & Co., P.C. June 2011 - June 2012
Skills
Financial Reporting, Microsoft Excel, PowerPoint, Strategic Financial..., Accounting, Microsoft Office, Customer Service, Financial Analysis, Auditing, Financial Accounting
Education
St. Norbert College 2007 — 2011
Bachelor of Business Administration (BBA), Accounting
Madison Edgewood High School 2003 — 2007
Barb Berg, CEBS Barb Berg, CEBS's Wipfli LLP Experience September 2008 - Present
Job Senior Benefits & Compensation Specialist at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2008 - Present
Community Health Partnership, Inc 2004 - 2008
NBI, Inc September 1999 - August 2004
Skills
Payroll, HRIS, Employee Benefits, Benefits Administration, Deferred Compensation, Employee Relations, FMLA, Personnel Management, Human Resources, Employment Law, Process Improvement
Education
University of Minnesota-Morris 1984 — 1988
Bachelor of Arts (BA), Business/Economics
Wipfli LLP September 2008 - Present
Community Health Partnership, Inc 2004 - 2008
NBI, Inc September 1999 - August 2004
Skills
Payroll, HRIS, Employee Benefits, Benefits Administration, Deferred Compensation, Employee Relations, FMLA, Personnel Management, Human Resources, Employment Law, Process Improvement
Education
University of Minnesota-Morris 1984 — 1988
Bachelor of Arts (BA), Business/Economics
Eric Kallies's Wipfli LLP Experience 2008 - 2010
Job Accounts Payable (AP) Process Improvement | Accounts Payable (AP) Automation | Accounts Payable (AP) Cycle Time
Industry Computer Software
Experience
Corcentric September 2013 - Present
TermSync, Inc. November 2012 - September 2013
Automatic Data Processing August 2010 - October 2012
Wipfli LLP 2008 - 2010
Skills
Process Improvement, Strategic Planning, Sales Process, Management Consulting, Business Strategy, Business Development, Accounts Receivable, CRM, Leadership, Sales Operations, Sales, Sales Management, AP Automation, Accounts Payable, Procure-to-Pay, SaaS, Outsourcing, ERP, Finance, Business Process, Salesforce.com, Account Management, Forecasting, Solution Selling, Business Planning, Lead Generation, Business Process..., Team Building
Education
The American College 2007 — 2009
Masters, Finance
University of Wisconsin-Madison 1996 — 2001
B.S., Psychology
Corcentric September 2013 - Present
TermSync, Inc. November 2012 - September 2013
Automatic Data Processing August 2010 - October 2012
Wipfli LLP 2008 - 2010
Skills
Process Improvement, Strategic Planning, Sales Process, Management Consulting, Business Strategy, Business Development, Accounts Receivable, CRM, Leadership, Sales Operations, Sales, Sales Management, AP Automation, Accounts Payable, Procure-to-Pay, SaaS, Outsourcing, ERP, Finance, Business Process, Salesforce.com, Account Management, Forecasting, Solution Selling, Business Planning, Lead Generation, Business Process..., Team Building
Education
The American College 2007 — 2009
Masters, Finance
University of Wisconsin-Madison 1996 — 2001
B.S., Psychology
Rick Pavelka Rick Pavelka's Wipfli LLP Experience August 1987 - May 2014
Job Owner at The Canceled Czech
Industry Accounting
Experience
The Canceled Czech June 2014 - Present
Wipfli LLP August 1987 - May 2014
Peterson & Company September 1980 - August 1987
Skills
GAAP, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, External Audit, General Ledger, Income Tax, SEC filings, SEC Filings
Education
University of Minnesota - Carlson School of Management 1971 — 1974
BS, Business/accounting
The Canceled Czech June 2014 - Present
Wipfli LLP August 1987 - May 2014
Peterson & Company September 1980 - August 1987
Skills
GAAP, Corporate Tax, CPA, Financial Analysis, Tax Accounting, Accounting, Auditing, Internal Controls, Financial Reporting, Financial Accounting, Financial Statements, External Audit, General Ledger, Income Tax, SEC filings, SEC Filings
Education
University of Minnesota - Carlson School of Management 1971 — 1974
BS, Business/accounting
Robert Eperjesy Robert Eperjesy's Wipfli LLP Experience August 2012 - December 2013
Job Partner at Barnwell Consulting, LLC
Industry Accounting
Experience
Barnwell Consulting, LLC August 2014 - Present
Self employed January 2014 - July 2014
Wipfli LLP August 2012 - December 2013
Grant Thornton August 2008 - May 2012
RSM McGladrey April 2006 - August 2008
Certegy February 2004 - April 2006
Metaldyne April 2002 - February 2004
Deloitte & Touche September 1998 - March 2002
BDO LLP 1994 - 1995
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, State Tax, Income Tax, Use Tax, Accounting, Property Tax, Sarbanes-Oxley Act, US Tax, Financial Reporting, CPA, Auditing, FIN 48, Partnership Taxation, Sales & Use Tax, GAAP, FAS 5, Tax Preparation, International Tax, SEC filings, US GAAP, Tax Advisory
Education
University of Alabama 1997 — 1998
MTA, Tax
University of Alabama 1995 — 1997
BSCBA, Accounting
Barnwell Consulting, LLC August 2014 - Present
Self employed January 2014 - July 2014
Wipfli LLP August 2012 - December 2013
Grant Thornton August 2008 - May 2012
RSM McGladrey April 2006 - August 2008
Certegy February 2004 - April 2006
Metaldyne April 2002 - February 2004
Deloitte & Touche September 1998 - March 2002
BDO LLP 1994 - 1995
Skills
Tax Research, Tax Accounting, Tax, Corporate Tax, State Tax, Income Tax, Use Tax, Accounting, Property Tax, Sarbanes-Oxley Act, US Tax, Financial Reporting, CPA, Auditing, FIN 48, Partnership Taxation, Sales & Use Tax, GAAP, FAS 5, Tax Preparation, International Tax, SEC filings, US GAAP, Tax Advisory
Education
University of Alabama 1997 — 1998
MTA, Tax
University of Alabama 1995 — 1997
BSCBA, Accounting
Joe Sawatske Joe Sawatske's Wipfli LLP Experience September 2015 - Present
Job Cost Segregation Manager at Wipfli LLP
Industry Commercial Real Estate
Experience
Wipfli LLP September 2015 - Present
CREfirms.com 2011 - Present
Eide Bailly LLP May 2008 - September 2015
Skills
SEO, Internet Strategy, Marketing, Commercial Real Estate, Business Development, Online Marketing, Email Marketing, Social Media Marketing, New Business Development, Entrepreneurship
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science, Economics & Markeing
Wipfli LLP September 2015 - Present
CREfirms.com 2011 - Present
Eide Bailly LLP May 2008 - September 2015
Skills
SEO, Internet Strategy, Marketing, Commercial Real Estate, Business Development, Online Marketing, Email Marketing, Social Media Marketing, New Business Development, Entrepreneurship
Education
University of Minnesota-Twin Cities 1998 — 2002
Bachelor of Science, Economics & Markeing
Jeanne Chapdelaine's Wipfli LLP Experience 2005 - Present
Job Director at Wipfli LLP
Industry Hospital & Health Care
Experience
Wipfli LLP 2005 - Present
Partners Healthcare Consulting 1989 - 2005
Skills
Revenue Cycle, Healthcare Consulting, Operations Process..., Process Improvement, Hospitals, Healthcare Management, Healthcare Information..., Healthcare, EHR, Pricing Analysis, Medical Compliance, Behavioral Health, Healthcare Reimbursement, Health Insurance, Third Party Billing, Physician Coding, Physicians, Clinical Documentation
Education
University of Minnesota-Twin Cities
Wipfli LLP 2005 - Present
Partners Healthcare Consulting 1989 - 2005
Skills
Revenue Cycle, Healthcare Consulting, Operations Process..., Process Improvement, Hospitals, Healthcare Management, Healthcare Information..., Healthcare, EHR, Pricing Analysis, Medical Compliance, Behavioral Health, Healthcare Reimbursement, Health Insurance, Third Party Billing, Physician Coding, Physicians, Clinical Documentation
Education
University of Minnesota-Twin Cities
Tina Hill's Wipfli LLP Experience March 2010 - July 2011
Job Independent Consultant at Independent Revenue Cycle Consultant
Industry Hospital & Health Care
Experience
Independent Revenue Cycle Consultant July 2015 - Present
BioScrip, Inc. December 2014 - July 2015
Center for Diagnostic Imaging (CDI) May 2014 - December 2014
Deloitte July 2011 - May 2014
Wipfli LLP March 2010 - July 2011
Essentia Health June 2004 - March 2010
Blue Cross and Blue Shield of Minnesota October 2002 - June 2004
Skills
Revenue Cycle, Medical Coding, Epic Systems, Charge Description..., Project Management, Revenue Cycle Management, Healthcare, Medical Billing, Software Documentation, Process Improvement, Hospitals, Analysis, Meditech, Performance Improvement, Physicians, HIPAA, Healthcare Information...
Education
University of St. Francis 2008 — 2010
Master's degree, MHA
The College of St. Scholastica 1998 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
Independent Revenue Cycle Consultant July 2015 - Present
BioScrip, Inc. December 2014 - July 2015
Center for Diagnostic Imaging (CDI) May 2014 - December 2014
Deloitte July 2011 - May 2014
Wipfli LLP March 2010 - July 2011
Essentia Health June 2004 - March 2010
Blue Cross and Blue Shield of Minnesota October 2002 - June 2004
Skills
Revenue Cycle, Medical Coding, Epic Systems, Charge Description..., Project Management, Revenue Cycle Management, Healthcare, Medical Billing, Software Documentation, Process Improvement, Hospitals, Analysis, Meditech, Performance Improvement, Physicians, HIPAA, Healthcare Information...
Education
University of St. Francis 2008 — 2010
Master's degree, MHA
The College of St. Scholastica 1998 — 2002
Bachelor of Arts (BA), Business Administration and Management, General
Aaron Grahl Aaron Grahl's Wipfli LLP Experience November 2013 - Present
Job Consultant II at Wipfli LLP
Industry Information Technology and Services
Experience
Wipfli LLP November 2013 - Present
Wipfli LLP October 2012 - October 2013
FindLaw, a Thomson Reuters business July 2010 - September 2012
Thomson Reuters - Manufacturing, Distribution & Engineering June 2008 - July 2010
Cargill June 2007 - August 2007
Skills
Project Management, Business Analysis, Business Intelligence, Management Consulting, Process Improvement, Microsoft CRM, Consulting, Agile Methodologies, Agile Project Management, Change Management, Business Process..., CRM
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelors of Science, Economics, Business Management
Wipfli LLP November 2013 - Present
Wipfli LLP October 2012 - October 2013
FindLaw, a Thomson Reuters business July 2010 - September 2012
Thomson Reuters - Manufacturing, Distribution & Engineering June 2008 - July 2010
Cargill June 2007 - August 2007
Skills
Project Management, Business Analysis, Business Intelligence, Management Consulting, Process Improvement, Microsoft CRM, Consulting, Agile Methodologies, Agile Project Management, Change Management, Business Process..., CRM
Education
University of Minnesota-Twin Cities 2004 — 2008
Bachelors of Science, Economics, Business Management
Jeff Baars's Wipfli LLP Experience 2001 - 2002
Job Controller at Schuette Metals
Industry Accounting
Experience
Schuette Metals January 2014 - Present
Expera Specialty Solutions (formerly Wausau Paper Co.) June 2012 - October 2013
3M March 2010 - June 2012
3M March 2009 - March 2010
3M May 2006 - March 2009
Regis Corporation 2005 - 2006
KPMG LLP 2001 - 2003
Wipfli LLP 2001 - 2002
Skills
Forecasting, Project Planning, Financial Analysis, Finance, Analysis, Strategic Planning, Process Improvement, Financial Reporting, Pricing, Financial Modeling, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
University of Minnesota - Carlson School of Management 1996 — 2001
BS, Accounting, Finance & MIS
Schuette Metals January 2014 - Present
Expera Specialty Solutions (formerly Wausau Paper Co.) June 2012 - October 2013
3M March 2010 - June 2012
3M March 2009 - March 2010
3M May 2006 - March 2009
Regis Corporation 2005 - 2006
KPMG LLP 2001 - 2003
Wipfli LLP 2001 - 2002
Skills
Forecasting, Project Planning, Financial Analysis, Finance, Analysis, Strategic Planning, Process Improvement, Financial Reporting, Pricing, Financial Modeling, Competitive Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2008
MBA, Finance
University of Minnesota - Carlson School of Management 1996 — 2001
BS, Accounting, Finance & MIS
Ryan Breisach's Wipfli LLP Experience September 2005 - May 2007
Job Senior Financial Consultant at OptumInsight
Industry Accounting
Experience
OptumInsight February 2011 - Present
Ingenix June 2009 - February 2011
Carlson School of Management, University of Minnesota 2007 - 2009
Northwest Airlines June 2008 - August 2008
Wipfli LLP September 2005 - May 2007
W.E. Upjohn Institute for Employment Research 2004 - 2004
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
Western Michigan University 2001 — 2005
BA, Economics
Western Michigan University - Haworth College of Business 2001 — 2005
BBA, Accounting
OptumInsight February 2011 - Present
Ingenix June 2009 - February 2011
Carlson School of Management, University of Minnesota 2007 - 2009
Northwest Airlines June 2008 - August 2008
Wipfli LLP September 2005 - May 2007
W.E. Upjohn Institute for Employment Research 2004 - 2004
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
Western Michigan University 2001 — 2005
BA, Economics
Western Michigan University - Haworth College of Business 2001 — 2005
BBA, Accounting
Jerry Ollmann's Wipfli LLP Experience 2007 - Present
Job Human Resources with Wipfli, LLP
Industry Human Resources
Experience
Wipfli LLP 2007 - Present
ShopKo Stores, Inc. 1995 - 2006
Elder Beerman 1992 - 1995
Foley's 1989 - 1992
Sanger Harris 1979 - 1987
Skills
Succession Planning, College Recruiting, Employee Relations, Interviews, Human Resources, Talent Acquisition, Recruiting, Onboarding, Leadership Development, HR Consulting, New Hire Orientations, Leadership, Team Building, Employee Benefits, Change Management, Deferred Compensation, Applicant Tracking..., Talent Management, Training, Organizational Design, Benefits Administration, Sourcing, Screening Resumes
Education
University of Wisconsin-Stout 1977 — 1979
Green Bay West
University of Minnesota-Twin Cities
University of Wisconsin-Eau Claire
Wipfli LLP 2007 - Present
ShopKo Stores, Inc. 1995 - 2006
Elder Beerman 1992 - 1995
Foley's 1989 - 1992
Sanger Harris 1979 - 1987
Skills
Succession Planning, College Recruiting, Employee Relations, Interviews, Human Resources, Talent Acquisition, Recruiting, Onboarding, Leadership Development, HR Consulting, New Hire Orientations, Leadership, Team Building, Employee Benefits, Change Management, Deferred Compensation, Applicant Tracking..., Talent Management, Training, Organizational Design, Benefits Administration, Sourcing, Screening Resumes
Education
University of Wisconsin-Stout 1977 — 1979
Green Bay West
University of Minnesota-Twin Cities
University of Wisconsin-Eau Claire
Robin Lutz's Wipfli LLP Experience December 2007 - Present
Job Saving Businesses and People taxes and worry with Great Planning!
Industry Accounting
Experience
Big Brothers Big Sisters 2012 - Present
Wipfli LLP December 2007 - Present
Lutz Tax and Consulting December 2004 - December 2008
Dillon Endries Otto Calmes 2006 - 2007
Clifton Gunderson LLP August 1994 - December 2004
Bober, Markey, Fedorovich & Co. October 1986 - July 1994
Skills
Tax, Tax Preparation, Accounting, Income Tax, Tax Advisory, Auditing, Small Business, Corporate Tax, CPA, Strategic Planning, Budgets, Tax Returns, Financial Planners, Financial Reporting, Tax Research, IRS, Mergers & Acquisitions, Tax Accounting, Forecasting, GAAP, ProSystem fx Tax, Financial Statements, Research, Financial Accounting, Nonprofits, Non-profits, Mergers, Real Estate, Payroll, Sales Tax, Financial Planning, Tax Audits, Quickbooks, Manufacturing, Juggling
Education
The University of Akron 1987 — 1989
Masters, Tax
The University of Akron 1982 — 1986
BS, Accounting
Big Brothers Big Sisters 2012 - Present
Wipfli LLP December 2007 - Present
Lutz Tax and Consulting December 2004 - December 2008
Dillon Endries Otto Calmes 2006 - 2007
Clifton Gunderson LLP August 1994 - December 2004
Bober, Markey, Fedorovich & Co. October 1986 - July 1994
Skills
Tax, Tax Preparation, Accounting, Income Tax, Tax Advisory, Auditing, Small Business, Corporate Tax, CPA, Strategic Planning, Budgets, Tax Returns, Financial Planners, Financial Reporting, Tax Research, IRS, Mergers & Acquisitions, Tax Accounting, Forecasting, GAAP, ProSystem fx Tax, Financial Statements, Research, Financial Accounting, Nonprofits, Non-profits, Mergers, Real Estate, Payroll, Sales Tax, Financial Planning, Tax Audits, Quickbooks, Manufacturing, Juggling
Education
The University of Akron 1987 — 1989
Masters, Tax
The University of Akron 1982 — 1986
BS, Accounting
Autumn Ryan, CPA's Wipfli LLP Experience November 2011 - March 2013
Job Senior Accountant at Walman Optical: Turning Vision into Value
Industry Accounting
Experience
Walman Optical March 2013 - Present
Wipfli LLP November 2011 - March 2013
Ellingson & Ellingson Ltd June 2007 - November 2011
Home Federal Savings Bank February 2006 - June 2007
Grant Kirgis & Associates Ltd February 2007 - April 2007
Home Federal Savings Bank June 2006 - August 2006
Liberty Income Tax December 2005 - April 2006
Sterling State Bank June 2003 - January 2006
Skills
Bookkeeping, Tax Preparation, Auditing, Tax, Tax Returns, General Ledger, Tax Accounting, ProSystem fx Tax, Banking, CPA, Accountants, Accounting, Internal Controls, Payroll, QuickBooks, Financial Accounting, Financial Reporting, Financial Analysis, Internal Audit, Financial Statements
Education
Winona State University 2001 — 2003
Bacholers of Science, Accounting, Accounting
University of Minnesota-Duluth 1999 — 2001
General Education, General
Walman Optical March 2013 - Present
Wipfli LLP November 2011 - March 2013
Ellingson & Ellingson Ltd June 2007 - November 2011
Home Federal Savings Bank February 2006 - June 2007
Grant Kirgis & Associates Ltd February 2007 - April 2007
Home Federal Savings Bank June 2006 - August 2006
Liberty Income Tax December 2005 - April 2006
Sterling State Bank June 2003 - January 2006
Skills
Bookkeeping, Tax Preparation, Auditing, Tax, Tax Returns, General Ledger, Tax Accounting, ProSystem fx Tax, Banking, CPA, Accountants, Accounting, Internal Controls, Payroll, QuickBooks, Financial Accounting, Financial Reporting, Financial Analysis, Internal Audit, Financial Statements
Education
Winona State University 2001 — 2003
Bacholers of Science, Accounting, Accounting
University of Minnesota-Duluth 1999 — 2001
General Education, General
James Blackman's Wipfli LLP Experience November 2006 - May 2007
Job Tax Professional
Industry Nonprofit Organization Management
Experience
Focus on the Family August 2007 - Present
More Than Numbers July 2012 - Present
Wipfli LLP November 2006 - May 2007
Banta Corporation July 2005 - September 2006
ShopKo Stores September 2001 - July 2005
UnitedHealthGroup June 1996 - September 2001
Deloitte Touche Tohmatsu Guam 1989 - 1995
Skills
Tax, Tax Preparation, Corporate Tax, Tax Advisory, Non-profits, Tax Research, Sarbanes-Oxley Act, Fixed Assets, Nonprofits, Accounting, Financial Reporting, Tax Law, Income Tax, Tax Returns, Tax Accounting, Cost Accounting, Internal Controls, QuickBooks, General Ledger, CPA, Auditing, Sales Tax, Finance, GAAP, Financial Accounting, Accounts Payable, Bookkeeping, Account Reconciliation, Cash Flow, Payroll, International Tax
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Masters in Tax
University of Wisconsin-Milwaukee - School of Business Administration 1984 — 1988
BBA, Accounting
University of Wisconsin-Eau Claire 1982 — 1984
Pre-business
Focus on the Family August 2007 - Present
More Than Numbers July 2012 - Present
Wipfli LLP November 2006 - May 2007
Banta Corporation July 2005 - September 2006
ShopKo Stores September 2001 - July 2005
UnitedHealthGroup June 1996 - September 2001
Deloitte Touche Tohmatsu Guam 1989 - 1995
Skills
Tax, Tax Preparation, Corporate Tax, Tax Advisory, Non-profits, Tax Research, Sarbanes-Oxley Act, Fixed Assets, Nonprofits, Accounting, Financial Reporting, Tax Law, Income Tax, Tax Returns, Tax Accounting, Cost Accounting, Internal Controls, QuickBooks, General Ledger, CPA, Auditing, Sales Tax, Finance, GAAP, Financial Accounting, Accounts Payable, Bookkeeping, Account Reconciliation, Cash Flow, Payroll, International Tax
Education
University of Minnesota - Carlson School of Management 1996 — 2000
Masters in Tax
University of Wisconsin-Milwaukee - School of Business Administration 1984 — 1988
BBA, Accounting
University of Wisconsin-Eau Claire 1982 — 1984
Pre-business
Tessa Peressini, CPA's Wipfli LLP Experience January 2015 - Present
Job Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. January 2013 - December 2014
KPMG LLP October 2008 - December 2012
KPMG Phoomchai Tax Ltd. February 2012 - April 2012
Browning, Kaleczyc, Berry, & Hoven P.C. 1999 - September 2008
Galusha, Higgins, & Galusha, P.C. 2007 - 2008
Bee Alert Technologies, Inc. 2006 - 2008
Skills
Accounting, Tax, Financial Reporting, Audit, Microsoft Office, Auditing, Accounts Receivable, GAAP, Corporate Tax, Financial Statements, Tax Preparation, Accounts Payable, Payroll, CPA, Tax Returns, Budgets
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters, Accounting
The University of Montana - School of Business Administration 2002 — 2006
Bachelors, Accounting
The University of Montana - School of Business Administration 2002 — 2006
Bachelors, Information Systems
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. January 2013 - December 2014
KPMG LLP October 2008 - December 2012
KPMG Phoomchai Tax Ltd. February 2012 - April 2012
Browning, Kaleczyc, Berry, & Hoven P.C. 1999 - September 2008
Galusha, Higgins, & Galusha, P.C. 2007 - 2008
Bee Alert Technologies, Inc. 2006 - 2008
Skills
Accounting, Tax, Financial Reporting, Audit, Microsoft Office, Auditing, Accounts Receivable, GAAP, Corporate Tax, Financial Statements, Tax Preparation, Accounts Payable, Payroll, CPA, Tax Returns, Budgets
Education
The University of Montana - School of Business Administration 2007 — 2008
Masters, Accounting
The University of Montana - School of Business Administration 2002 — 2006
Bachelors, Accounting
The University of Montana - School of Business Administration 2002 — 2006
Bachelors, Information Systems
Miranda Ming's Wipfli LLP Experience January 2015 - Present
Job Senior Manager at WipfliGHG
Industry Accounting
Experience
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. (now a part of Wipfli LLP) October 2004 - December 2014
KPMG October 2002 - October 2004
Skills
Accounting, CPA, Tax, GAAP, Internal Controls, Corporate Tax, Income Tax, Financial Reporting, Tax Preparation, Tax Accounting, Financial Statements, Financial Accounting, Auditing, General Ledger, Partnership Taxation, Business Valuation, Tax Research, Tax Returns, Mergers & Acquisitions, Accountants, US GAAP
Education
University of Montana 2001 — 2002
MACC, Masters of Accounting
The University of Montana - School of Business Administration 1997 — 2001
Business Administration, Accounting
Wipfli LLP January 2015 - Present
Galusha, Higgins, & Galusha, P.C. (now a part of Wipfli LLP) October 2004 - December 2014
KPMG October 2002 - October 2004
Skills
Accounting, CPA, Tax, GAAP, Internal Controls, Corporate Tax, Income Tax, Financial Reporting, Tax Preparation, Tax Accounting, Financial Statements, Financial Accounting, Auditing, General Ledger, Partnership Taxation, Business Valuation, Tax Research, Tax Returns, Mergers & Acquisitions, Accountants, US GAAP
Education
University of Montana 2001 — 2002
MACC, Masters of Accounting
The University of Montana - School of Business Administration 1997 — 2001
Business Administration, Accounting
Juliya Buettner (Semenova)'s Wipfli LLP Experience April 2005 - February 2008
Job Sr. Project Manager at Children's Hospital of Wisconsin
Industry Hospital & Health Care
Experience
Children's Hospital of Wisconsin April 2014 - Present
Ancilla Partners, Inc. January 2012 - April 2014
Milliman March 2009 - January 2012
Wipfli LLP April 2005 - February 2008
Deloitte 2004 - 2005
St. Joseph Mercy Oakland Hospital 2003 - 2004
Skills
Data Analysis, Healthcare Information..., Healthcare Consulting, Project Management, Management Consulting, Healthcare, Business Analysis, Business Process..., Analysis, Consulting, Health Policy, Process Improvement, Strategic Planning, Change Management, Leadership, Program Management
Education
University of Michigan
University of Michigan
Master of Health Services Administration
Children's Hospital of Wisconsin April 2014 - Present
Ancilla Partners, Inc. January 2012 - April 2014
Milliman March 2009 - January 2012
Wipfli LLP April 2005 - February 2008
Deloitte 2004 - 2005
St. Joseph Mercy Oakland Hospital 2003 - 2004
Skills
Data Analysis, Healthcare Information..., Healthcare Consulting, Project Management, Management Consulting, Healthcare, Business Analysis, Business Process..., Analysis, Consulting, Health Policy, Process Improvement, Strategic Planning, Change Management, Leadership, Program Management
Education
University of Michigan
University of Michigan
Master of Health Services Administration
Christie Barnes's Wipfli LLP Experience September 2001 - October 2008
Job Manager at Bomberg, Roach & Hanson LLP
Industry Accounting
Experience
Bomberg, Roach & Hanson LLP October 2008 - Present
Wipfli LLP September 2001 - October 2008
Gray Plant Mooty June 1990 - July 2001
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Bomberg, Roach & Hanson LLP October 2008 - Present
Wipfli LLP September 2001 - October 2008
Gray Plant Mooty June 1990 - July 2001
Education
University of Minnesota - Carlson School of Management 1990 — 1995
Paul Kjer, PMP, CSM, MCSD's Wipfli LLP Experience August 2008 - July 2013
Job Consultant Project Management, Business Intelligence, Dynamics AX
Industry Information Technology and Services
Experience
JT Adams Idea July 2013 - Present
Wipfli LLP August 2008 - July 2013
Technology Navigation June 2003 - August 2008
BORN January 1992 - June 2003
Skills
Business Analysis, Business Intelligence, Enterprise Software, Leadership, Management, Agile Methodologies, PMP, Project Management, ERP, Professional Services, SQL
Education
Microsoft 2014 — 2015
Dynamics AX 2012
Coursera 2013 — 2015
Certificates, Business and Analytics
University of Minnesota - Carlson School of Management
Information Technology
Concordia College, Moorhead
B.A., Computer Science, Business, Math
Other
JT Adams Idea July 2013 - Present
Wipfli LLP August 2008 - July 2013
Technology Navigation June 2003 - August 2008
BORN January 1992 - June 2003
Skills
Business Analysis, Business Intelligence, Enterprise Software, Leadership, Management, Agile Methodologies, PMP, Project Management, ERP, Professional Services, SQL
Education
Microsoft 2014 — 2015
Dynamics AX 2012
Coursera 2013 — 2015
Certificates, Business and Analytics
University of Minnesota - Carlson School of Management
Information Technology
Concordia College, Moorhead
B.A., Computer Science, Business, Math
Other
Brandon Sands, CISA, CFIRS's Wipfli LLP Experience June 2015 - Present
Job Wipfli Senior Consultant
Industry Management Consulting
Experience
Wipfli LLP June 2015 - Present
Assurance Consulting 3, LLC - AC3 April 2014 - March 2015
Grant Thornton LLP August 2013 - April 2014
Navarre Corporation October 2012 - August 2013
US Bank January 2012 - September 2012
US Bank May 2007 - January 2012
Baker Tilly Virchow Krause, LLP 2005 - 2007
KPMG 2003 - 2004
Skills
IT Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, SAS70, Internal Audit, Sarbanes-Oxley, SOX 404, CISA, SEC filings, Financial Statements, Financial Reporting, GAAP, Finance
Education
University of Minnesota-Twin Cities 1998 — 2003
BSB, Accounting, Finance, MIS
Wipfli LLP June 2015 - Present
Assurance Consulting 3, LLC - AC3 April 2014 - March 2015
Grant Thornton LLP August 2013 - April 2014
Navarre Corporation October 2012 - August 2013
US Bank January 2012 - September 2012
US Bank May 2007 - January 2012
Baker Tilly Virchow Krause, LLP 2005 - 2007
KPMG 2003 - 2004
Skills
IT Audit, Internal Controls, Sarbanes-Oxley Act, Auditing, SAS70, Internal Audit, Sarbanes-Oxley, SOX 404, CISA, SEC filings, Financial Statements, Financial Reporting, GAAP, Finance
Education
University of Minnesota-Twin Cities 1998 — 2003
BSB, Accounting, Finance, MIS
Rochelle Dahmen's Wipfli LLP Experience September 2012 - May 2014
Job Revenue Cycle Manager at Eide Bailly LLP
Industry Hospital & Health Care
Experience
Eide Bailly LLP January 2015 - Present
HTS inc. May 2014 - January 2015
Wipfli LLP September 2012 - May 2014
Providence Health & Services January 2012 - August 2012
Ascension Health October 2011 - January 2012
Cape Fear Valley Health System December 2009 - October 2011
Essentia Health September 2005 - September 2009
Blue Cross and Blue Shield of Minnesota January 2003 - September 2005
Skills
Project Planning, Contract Management, Budget Process, Management, Team Leadership, Lean Thinking, Process Improvement, Training, Research, Regulations, Software Build, Epic Resolute..., Epic Systems, Cerner, McKesson STAR, Clarity, Crystal Reports, CPT, HCPCS, CMS, Federal & State..., Mentoring, Healthcare Information..., Healthcare Reimbursement, Healthcare Management, Healthcare, Leadership, Hospitals, EMR, Analysis, HIPAA, Project Management, EHR, Revenue Cycle, Healthcare Industry, Microsoft Excel, Healthcare Consulting, Medicare
Education
University of Minnesota-Duluth 2000 — 2002
Bachelor of Science (B.S.), Information Systems and Technology
Mesabi Range Community and Technical College 1997 — 1999
A.A., General Education
Eide Bailly LLP January 2015 - Present
HTS inc. May 2014 - January 2015
Wipfli LLP September 2012 - May 2014
Providence Health & Services January 2012 - August 2012
Ascension Health October 2011 - January 2012
Cape Fear Valley Health System December 2009 - October 2011
Essentia Health September 2005 - September 2009
Blue Cross and Blue Shield of Minnesota January 2003 - September 2005
Skills
Project Planning, Contract Management, Budget Process, Management, Team Leadership, Lean Thinking, Process Improvement, Training, Research, Regulations, Software Build, Epic Resolute..., Epic Systems, Cerner, McKesson STAR, Clarity, Crystal Reports, CPT, HCPCS, CMS, Federal & State..., Mentoring, Healthcare Information..., Healthcare Reimbursement, Healthcare Management, Healthcare, Leadership, Hospitals, EMR, Analysis, HIPAA, Project Management, EHR, Revenue Cycle, Healthcare Industry, Microsoft Excel, Healthcare Consulting, Medicare
Education
University of Minnesota-Duluth 2000 — 2002
Bachelor of Science (B.S.), Information Systems and Technology
Mesabi Range Community and Technical College 1997 — 1999
A.A., General Education
Charles Roadfeldt's Wipfli LLP Experience May 2008 - August 2008
Job Senior Actuarial Assistant at The Travelers
Industry Investment Management
Experience
The Travelers March 2015 - Present
Medical Mutual - Contract through Robert Half August 2014 - February 2015
Fidelity and Guaranty September 2011 - February 2013
Allianz September 2010 - March 2011
Carlson Funds Enterprise February 2008 - May 2009
Carlson School of Management August 2007 - May 2009
Wipfli LLP May 2008 - August 2008
Wells Fargo 2000 - 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
St. Olaf College 1993 — 1997
BA, Mathematics
Findlay High School 1990 — 1993
High School, General
The Travelers March 2015 - Present
Medical Mutual - Contract through Robert Half August 2014 - February 2015
Fidelity and Guaranty September 2011 - February 2013
Allianz September 2010 - March 2011
Carlson Funds Enterprise February 2008 - May 2009
Carlson School of Management August 2007 - May 2009
Wipfli LLP May 2008 - August 2008
Wells Fargo 2000 - 2007
Education
University of Minnesota - Carlson School of Management 2007 — 2009
MBA, Finance
University of Minnesota-Twin Cities 2007 — 2009
MBA, Finance
St. Olaf College 1993 — 1997
BA, Mathematics
Findlay High School 1990 — 1993
High School, General
Donald Frink's Wipfli LLP Experience April 2006 - March 2007
Job Director of Finance and Property at Homeward Bound, Inc.
Industry Nonprofit Organization Management
Experience
Homeward Bound, Inc. May 2010 - Present
Jewish Family and Children's Service April 2007 - January 2010
Wipfli, LLP April 2006 - March 2007
Central Minnesota Jobs & Training Services January 2003 - April 2006
St. Dominic's Home September 1998 - January 2003
Murphy & Associates August 1993 - September 1998
PFIZER EMPLOYEE FEDERAL CREDIT UNION January 1990 - August 1992
Skills
Compliance, Process Improvement, Internal Controls, Non-profits, Audit, Auditing, Policy, Financial Reporting, Problem Solving, Budgeting, Strategic Planning, Internal Audit, Change Management, Accounting, Budgets, Nonprofits, Leadership, Finance, Training, General Ledger, Management, Fundraising, Financial Statements, Financial Analysis, Managerial Finance
Education
University of Connecticut 1988 — 1992
Bachelor, Accounting
University of Minnesota, Carlson School of Business - Minnesota Management Institute
Homeward Bound, Inc. May 2010 - Present
Jewish Family and Children's Service April 2007 - January 2010
Wipfli, LLP April 2006 - March 2007
Central Minnesota Jobs & Training Services January 2003 - April 2006
St. Dominic's Home September 1998 - January 2003
Murphy & Associates August 1993 - September 1998
PFIZER EMPLOYEE FEDERAL CREDIT UNION January 1990 - August 1992
Skills
Compliance, Process Improvement, Internal Controls, Non-profits, Audit, Auditing, Policy, Financial Reporting, Problem Solving, Budgeting, Strategic Planning, Internal Audit, Change Management, Accounting, Budgets, Nonprofits, Leadership, Finance, Training, General Ledger, Management, Fundraising, Financial Statements, Financial Analysis, Managerial Finance
Education
University of Connecticut 1988 — 1992
Bachelor, Accounting
University of Minnesota, Carlson School of Business - Minnesota Management Institute
Bradley Klingsporn's Wipfli LLP Experience May 2015 - Present
Job Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP May 2015 - Present
US Agency for International Development February 2009 - May 2015
U.S. Government Accountability Office January 2007 - January 2009
Skills
Auditing, Accounting, Internal Controls, International..., Report Writing, Interpersonal..., Microsoft Excel, Microsoft Word, Oversight, Financial Analysis, Capacity Building, Assurance, Managerial Finance, Financial Reporting, Data Analysis, Policy Analysis, GAAP, Government, Financial Accounting, Program Management, External Audit, Internal Audit, Economics, Financial Statements, Sarbanes-Oxley Act, Government Accounting
Education
University of Central Arkansas 2003 — 2006
BBA, Accounting
Wipfli LLP May 2015 - Present
US Agency for International Development February 2009 - May 2015
U.S. Government Accountability Office January 2007 - January 2009
Skills
Auditing, Accounting, Internal Controls, International..., Report Writing, Interpersonal..., Microsoft Excel, Microsoft Word, Oversight, Financial Analysis, Capacity Building, Assurance, Managerial Finance, Financial Reporting, Data Analysis, Policy Analysis, GAAP, Government, Financial Accounting, Program Management, External Audit, Internal Audit, Economics, Financial Statements, Sarbanes-Oxley Act, Government Accounting
Education
University of Central Arkansas 2003 — 2006
BBA, Accounting
Chris Wellner's Wipfli LLP Experience January 2009 - March 2010
Job Sr. ETL Developer at Influence Health
Industry Information Technology and Services
Experience
Influence Health March 2015 - Present
Unity Health Insurance May 2013 - March 2015
Influence Health July 2012 - May 2013
Covance Laboraties, Contractor for TEKSystems April 2012 - July 2012
Summit Credit Union March 2010 - March 2012
Wipfli LLP January 2009 - March 2010
Corporate America Family Credit Union March 2004 - January 2009
TEKsystems March 2003 - March 2004
Northern Illinois University October 1998 - March 2003
Skills
Databases, Microsoft SQL Server, VB.NET, SQL, C#, Database Design, Integration, Disaster Recovery, SSIS, Informatica, TIBCO, XML, Networking, .NET, Business Intelligence, T-SQL
Education
University of Illinois at Urbana-Champaign 1990 — 1997
University of Illinois at Urbana-Champaign 1989 — 1997
Master of Arts (MA), English Language and Literature/Letters
Influence Health March 2015 - Present
Unity Health Insurance May 2013 - March 2015
Influence Health July 2012 - May 2013
Covance Laboraties, Contractor for TEKSystems April 2012 - July 2012
Summit Credit Union March 2010 - March 2012
Wipfli LLP January 2009 - March 2010
Corporate America Family Credit Union March 2004 - January 2009
TEKsystems March 2003 - March 2004
Northern Illinois University October 1998 - March 2003
Skills
Databases, Microsoft SQL Server, VB.NET, SQL, C#, Database Design, Integration, Disaster Recovery, SSIS, Informatica, TIBCO, XML, Networking, .NET, Business Intelligence, T-SQL
Education
University of Illinois at Urbana-Champaign 1990 — 1997
University of Illinois at Urbana-Champaign 1989 — 1997
Master of Arts (MA), English Language and Literature/Letters
Kate Atkins's Wipfli LLP Experience December 2013 - Present
Job Board President at Heartland Farm Sanctuary
Industry Nonprofit Organization Management
Experience
Heartland Farm Sanctuary August 2015 - Present
Wipfli LLP December 2013 - Present
Heartland Farm Sanctuary February 2014 - Present
Angel's Wish November 2009 - January 2014
Wipfli LLP December 2010 - November 2013
Angel's Wish January 2010 - June 2013
Madison Area Builders Association May 2002 - December 2010
Dane County Humane Society May 2001 - May 2002
Skills
Non-profits, Event Planning, iMIS, Crystal Reports, Cat Behavior, Proofreading, Data Entry, Event Management, Meeting Planning, Volunteer Management, Online Auctions, Donor Solicitation, Donor Recognition, Organization &..., Comparative Religion, Mentoring, Volunteer Training, Scheduling, Building Relationships, Lasting Relationships, Public Relations, Budget, Strategic Planning, Live Meeting, Volunteer Recruiting, Non-profit..., Non-profit Leadership, Non-profit Boards, Non-profit Volunteer, Non-profit Board..., Donor Management, Text Editing, Meeting Managment, Idea Person, Philosophy of Religion, Positivity, World Religions, Morale-Boosting, Sociology of Religion, Auction Management, Budgets, Nonprofits, Process Scheduler, Animal Welfare, Time Management, Recruiting, Association Management, Human Resources, Newsletters, Community Outreach
Education
University of Denver 2013 — 2015
Master's of Philanthropy, Organizational Leadership
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Double Major: Communications and Religion
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Religion/Religious Studies
James Madison Memorial High School 1992 — 1996
Heartland Farm Sanctuary August 2015 - Present
Wipfli LLP December 2013 - Present
Heartland Farm Sanctuary February 2014 - Present
Angel's Wish November 2009 - January 2014
Wipfli LLP December 2010 - November 2013
Angel's Wish January 2010 - June 2013
Madison Area Builders Association May 2002 - December 2010
Dane County Humane Society May 2001 - May 2002
Skills
Non-profits, Event Planning, iMIS, Crystal Reports, Cat Behavior, Proofreading, Data Entry, Event Management, Meeting Planning, Volunteer Management, Online Auctions, Donor Solicitation, Donor Recognition, Organization &..., Comparative Religion, Mentoring, Volunteer Training, Scheduling, Building Relationships, Lasting Relationships, Public Relations, Budget, Strategic Planning, Live Meeting, Volunteer Recruiting, Non-profit..., Non-profit Leadership, Non-profit Boards, Non-profit Volunteer, Non-profit Board..., Donor Management, Text Editing, Meeting Managment, Idea Person, Philosophy of Religion, Positivity, World Religions, Morale-Boosting, Sociology of Religion, Auction Management, Budgets, Nonprofits, Process Scheduler, Animal Welfare, Time Management, Recruiting, Association Management, Human Resources, Newsletters, Community Outreach
Education
University of Denver 2013 — 2015
Master's of Philanthropy, Organizational Leadership
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Double Major: Communications and Religion
Wartburg College 1996 — 2000
Bachelor of Arts (B.A.), Religion/Religious Studies
James Madison Memorial High School 1992 — 1996
Lisa Kirscht's Wipfli LLP Experience December 2006 - November 2013
Job Owner of LMK Financial Services LLC
Industry Accounting
Experience
LMK Financial Services LLC December 2013 - Present
Wipfli LLP December 2006 - November 2013
KPMG LLP August 1994 - November 2006
Skills
Estate Planning, High Net Worth..., Tax Returns, Retirement, Financial Services, CPA, Tax Research, Financial Reporting, Tax Accounting, Income Tax, Tax, Tax Preparation, Corporate Tax, Accounting, Partnership Taxation, Auditing, GAAP, Financial Analysis, S Corporations
Education
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Science (BS), Accounting
LMK Financial Services LLC December 2013 - Present
Wipfli LLP December 2006 - November 2013
KPMG LLP August 1994 - November 2006
Skills
Estate Planning, High Net Worth..., Tax Returns, Retirement, Financial Services, CPA, Tax Research, Financial Reporting, Tax Accounting, Income Tax, Tax, Tax Preparation, Corporate Tax, Accounting, Partnership Taxation, Auditing, GAAP, Financial Analysis, S Corporations
Education
University of Minnesota-Twin Cities 1990 — 1994
Bachelor of Science (BS), Accounting
Geralyn McDonald's Wipfli LLP Experience 1984 - 1986
Job Contractor at Certes Financial Pros
Industry Accounting
Experience
Certes Financial Pros April 1999 - Present
Consulting Radiologists, Ltd. 1994 - 1999
Graco 1989 - 1994
UFE 1986 - 1988
Wipfli LLP 1984 - 1986
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Variance Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Auditing, Forecasting, Process Improvement, Financial Accounting, Managerial Finance, Management, Budgets
Education
St. Norbert College 1980 — 1984
BBA, Accounting
Certes Financial Pros April 1999 - Present
Consulting Radiologists, Ltd. 1994 - 1999
Graco 1989 - 1994
UFE 1986 - 1988
Wipfli LLP 1984 - 1986
Skills
Financial Analysis, Financial Reporting, Accounting, Finance, Variance Analysis, Tax, Sarbanes-Oxley Act, Internal Controls, Auditing, Forecasting, Process Improvement, Financial Accounting, Managerial Finance, Management, Budgets
Education
St. Norbert College 1980 — 1984
BBA, Accounting
Karla VonEschen's Wipfli LLP Experience 2015 - 2015
Job Coding Analyst at 3M Health Care
Industry Hospital & Health Care
Experience
3M Health Care August 2015 - Present
CliftonLarsonAllen December 2011 - July 2015
CliftonLarsonAllen December 2011 - June 2015
Wipfli LLP 2015 - 2015
Wipfli LLP 2015 - 2015
OptumInsight April 2008 - December 2011
Medica Health Plans May 2006 - April 2008
Medica Health Plans 1997 - 2008
Park Nicollet Clinic January 2000 - January 2002
Medica Health Plans March 1996 - March 1998
Skills
Medicare, Healthcare, Insurance, Medicaid, Employee Benefits, Health Policy, Hospitals, Medical Coding, Software Documentation, Management, Analysis, CPT, Claim, Training, Policy, Medical Records, HIPAA, Program Management, Medical chart review, ICD-10-CM and ICD-10-PCS, AHIMA Approved..., Inpatient Hospital..., Outpatient Hospital...
Education
University of Minnesota Duluth 1987 — 1992
BAS, Community Health Education
University of Minnesota Duluth 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Community Health and Preventive Medicine
3M Health Care August 2015 - Present
CliftonLarsonAllen December 2011 - July 2015
CliftonLarsonAllen December 2011 - June 2015
Wipfli LLP 2015 - 2015
Wipfli LLP 2015 - 2015
OptumInsight April 2008 - December 2011
Medica Health Plans May 2006 - April 2008
Medica Health Plans 1997 - 2008
Park Nicollet Clinic January 2000 - January 2002
Medica Health Plans March 1996 - March 1998
Skills
Medicare, Healthcare, Insurance, Medicaid, Employee Benefits, Health Policy, Hospitals, Medical Coding, Software Documentation, Management, Analysis, CPT, Claim, Training, Policy, Medical Records, HIPAA, Program Management, Medical chart review, ICD-10-CM and ICD-10-PCS, AHIMA Approved..., Inpatient Hospital..., Outpatient Hospital...
Education
University of Minnesota Duluth 1987 — 1992
BAS, Community Health Education
University of Minnesota Duluth 1987 — 1992
Bachelor of Applied Science (B.A.Sc.), Community Health and Preventive Medicine
Bryson Pelc's Wipfli LLP Experience January 2015 - August 2015
Job CPA at Jordahl & Sliter
Industry Accounting
Experience
Jordahl & Sliter, PLLC September 2015 - Present
Wipfli LLP January 2015 - August 2015
Galusha, Higgins and Galusha January 2008 - December 2014
Skills
CPA, Income Tax, Tax Preparation, Financial Accounting, Corporate Tax, GAAP, Tax, Financial Statements
Education
The University of Montana - School of Business Administration 2008 — 2009
MBA
Carroll College 2003 — 2007
Jordahl & Sliter, PLLC September 2015 - Present
Wipfli LLP January 2015 - August 2015
Galusha, Higgins and Galusha January 2008 - December 2014
Skills
CPA, Income Tax, Tax Preparation, Financial Accounting, Corporate Tax, GAAP, Tax, Financial Statements
Education
The University of Montana - School of Business Administration 2008 — 2009
MBA
Carroll College 2003 — 2007
Cory Bultinck's Wipfli LLP Experience December 2014 - Present
Job Senior Tax Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2014 - Present
Wipfli LLP December 2011 - November 2014
Wipfli LLP December 2009 - November 2011
Wipfli LLP September 2007 - November 2009
Wipfli LLP January 2007 - April 2007
Hazeltine National Golf Club 1996 - 2007
Skills
Corporate Tax, ProSystem fx Tax, Tax Research, Partnership Taxation, Tax Accounting, S Corporations
Education
University of Minnesota - Carlson School of Management 2007 — 2008
Master's of Business Taxation, Corporate Tax
University of Wisconsin-Milwaukee 2003 — 2006
Bachelor's, Accounting and Finance
Chaska High School
Chaska High School
Chaska High School
Wipfli LLP December 2014 - Present
Wipfli LLP December 2011 - November 2014
Wipfli LLP December 2009 - November 2011
Wipfli LLP September 2007 - November 2009
Wipfli LLP January 2007 - April 2007
Hazeltine National Golf Club 1996 - 2007
Skills
Corporate Tax, ProSystem fx Tax, Tax Research, Partnership Taxation, Tax Accounting, S Corporations
Education
University of Minnesota - Carlson School of Management 2007 — 2008
Master's of Business Taxation, Corporate Tax
University of Wisconsin-Milwaukee 2003 — 2006
Bachelor's, Accounting and Finance
Chaska High School
Chaska High School
Chaska High School
Karen Easter's Wipfli LLP Experience 1994 - 2005
Job Accountant at Luther Automotive Group
Industry Automotive
Experience
Luther Automotive Group November 2005 - Present
Wipfli, LLP 1994 - 2005
Skills
Tax Accounting, Tax, Financial Reporting, Corporate Tax, Accounting, Tax Research
Education
University of Minnesota - Carlson School of Management 1994 — 1999
MBT, Taxation
University of Minnesota - Carlson School of Management 1984 — 1988
Accounting, Taxation
Luther Automotive Group November 2005 - Present
Wipfli, LLP 1994 - 2005
Skills
Tax Accounting, Tax, Financial Reporting, Corporate Tax, Accounting, Tax Research
Education
University of Minnesota - Carlson School of Management 1994 — 1999
MBT, Taxation
University of Minnesota - Carlson School of Management 1984 — 1988
Accounting, Taxation
Gary Surdel's Wipfli LLP Experience 2003 - Present
Job Partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP 2003 - Present
Education
The University of North Dakota 1971 — 1975
BSBA, Accounting
Wipfli LLP 2003 - Present
Education
The University of North Dakota 1971 — 1975
BSBA, Accounting
Jeffrey Manion's Wipfli LLP Experience December 2012 - January 2015
Job DSC Communications
Industry Telecommunications
Experience
DSC January 2015 - Present
Wipfli LLP December 2012 - January 2015
Eikill & Schilling August 2007 - December 2012
HLB Tautges Redpath, Ltd. November 2004 - August 2007
Skills
Auditing, Tax Preparation, QuickBooks, Microsoft Excel, Budgets, Bookkeeping, Microsoft Office, Customer Service, Risk Assessment, Microsoft Word, PowerPoint, Project Management, Outlook, Project Planning, Management, Team Leadership, Coaching, Leadership, Financial Accounting, Financial Analysis, Financial Audits, GAAP, Financial Reporting
Education
University of Minnesota-Duluth 2000 — 2004
Bachelor of Science (B.S.), Accounting
DSC January 2015 - Present
Wipfli LLP December 2012 - January 2015
Eikill & Schilling August 2007 - December 2012
HLB Tautges Redpath, Ltd. November 2004 - August 2007
Skills
Auditing, Tax Preparation, QuickBooks, Microsoft Excel, Budgets, Bookkeeping, Microsoft Office, Customer Service, Risk Assessment, Microsoft Word, PowerPoint, Project Management, Outlook, Project Planning, Management, Team Leadership, Coaching, Leadership, Financial Accounting, Financial Analysis, Financial Audits, GAAP, Financial Reporting
Education
University of Minnesota-Duluth 2000 — 2004
Bachelor of Science (B.S.), Accounting
Jared Whight's Wipfli LLP Experience February 2013 - Present
Job Staff Accountant
Industry Accounting
Experience
Wipfli LLP February 2013 - Present
Spectrum CPA Group, LLP November 2009 - June 2010
Integrity First Financial February 2009 - June 2009
Skills
Accounting, QuickBooks, Financial Analysis, GAAP, Tax Preparation, Tax Accounting
Education
The University of North Dakota
B.S., Accounting
Wipfli LLP February 2013 - Present
Spectrum CPA Group, LLP November 2009 - June 2010
Integrity First Financial February 2009 - June 2009
Skills
Accounting, QuickBooks, Financial Analysis, GAAP, Tax Preparation, Tax Accounting
Education
The University of North Dakota
B.S., Accounting
Karl Eck, CPA's Wipfli LLP Experience 1999 - Present
Job Senior Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP 1999 - Present
Skills
Accounting, Auditing
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts (B.A.), Accounting
Wipfli LLP 1999 - Present
Skills
Accounting, Auditing
Education
University of Northern Iowa 1994 — 1999
Bachelor of Arts (B.A.), Accounting
Jim Adams, CPA's Wipfli LLP Experience May 2009 - October 2013
Job Vice President, Reimbursement at Ardent Health Services
Industry Hospital & Health Care
Experience
Ardent Health Services November 2013 - Present
Wipfli LLP May 2009 - October 2013
Ernst & Young 2006 - 2009
Centegra Health System 2000 - 2006
University of South Alabama Hospitals 1997 - 2000
Skills
Healthcare, Hospitals, Team Building, Revenue Cycle, Process Improvement, Healthcare Information..., Healthcare Consulting, Medicare, Healthcare Management, Performance Improvement, HIPAA, Managed Care, Medicaid, Healthcare Industry, EHR, Epic Systems, Practice Management
Education
University of South Alabama 1993 — 1995
B.S., Accounting
University of Alabama 1990 — 1993
Ardent Health Services November 2013 - Present
Wipfli LLP May 2009 - October 2013
Ernst & Young 2006 - 2009
Centegra Health System 2000 - 2006
University of South Alabama Hospitals 1997 - 2000
Skills
Healthcare, Hospitals, Team Building, Revenue Cycle, Process Improvement, Healthcare Information..., Healthcare Consulting, Medicare, Healthcare Management, Performance Improvement, HIPAA, Managed Care, Medicaid, Healthcare Industry, EHR, Epic Systems, Practice Management
Education
University of South Alabama 1993 — 1995
B.S., Accounting
University of Alabama 1990 — 1993
Joseph Blanton's Wipfli LLP Experience January 2007 - June 2008
Job Accounting Professional
Industry Accounting
Experience
The QTI Group November 2013 - Present
Musson Brothers, Inc. April 2009 - November 2013
Eliason Inc. June 2008 - October 2008
Wipfli LLP January 2007 - June 2008
Anixter September 2006 - December 2006
Skills
Account Reconciliation, Bank Reconciliation, Bookkeeping, Auditing, Internal Audit, Tax Returns, Journal Entries, Income Tax, Finance
Education
University of Minnesota Duluth 2002 — 2006
Bachelor, Accounting
University of Minnesota-Twin Cities 2001 — 2002
Accounting
The QTI Group November 2013 - Present
Musson Brothers, Inc. April 2009 - November 2013
Eliason Inc. June 2008 - October 2008
Wipfli LLP January 2007 - June 2008
Anixter September 2006 - December 2006
Skills
Account Reconciliation, Bank Reconciliation, Bookkeeping, Auditing, Internal Audit, Tax Returns, Journal Entries, Income Tax, Finance
Education
University of Minnesota Duluth 2002 — 2006
Bachelor, Accounting
University of Minnesota-Twin Cities 2001 — 2002
Accounting
Lee Yacovett's Wipfli LLP Experience November 2013 - Present
Job Senior Software Engineer at Wipfli
Industry Computer Software
Experience
Wipfli LLP November 2013 - Present
Fullscope May 2006 - November 2013
Exopack 2004 - 2006
Disc Makers 2002 - 2004
Skills
Dynamics AX2012, Dynamics AX2009, Dynamics AX 4, Dynamics AX 3, Axapta 3, Axapta 2, .NET, Dynamics Ax 2012 AIF, SSRS, Microsoft SQL Server, SQL Server Management..., EP, enterprise potal, HTML, CSS, Axapta, ERP, Dynamics, Databases, Web Services, Software Development, Microsoft Dynamics, Scrum, Software Design, X, Business Intelligence, Visual Studio, Integration, Database Design, SQL, TFS
Education
Temple University 2000 — 2004
BS, Computer Science
Wipfli LLP November 2013 - Present
Fullscope May 2006 - November 2013
Exopack 2004 - 2006
Disc Makers 2002 - 2004
Skills
Dynamics AX2012, Dynamics AX2009, Dynamics AX 4, Dynamics AX 3, Axapta 3, Axapta 2, .NET, Dynamics Ax 2012 AIF, SSRS, Microsoft SQL Server, SQL Server Management..., EP, enterprise potal, HTML, CSS, Axapta, ERP, Dynamics, Databases, Web Services, Software Development, Microsoft Dynamics, Scrum, Software Design, X, Business Intelligence, Visual Studio, Integration, Database Design, SQL, TFS
Education
Temple University 2000 — 2004
BS, Computer Science
Janine Potter's Wipfli LLP Experience January 2007 - March 2008
Job Senior Financial Analyst at United Hospital
Industry Hospital & Health Care
Experience
Allina Hospitals & Clinics September 2011 - Present
Allina Hospitals & Clinics March 2008 - September 2011
Wipfli LLP January 2007 - March 2008
Fairview Health Services June 1998 - January 2007
Skills
Data Analysis, Financial Analysis, Access, Analysis, Process Improvement, Budgets, Accounting, Healthcare, Financial Reporting, Business Analysis, Variance Analysis, Finance, Management, Project Management, Auditing, Revenue Cycle, General Ledger, Medicaid, Microsoft Excel, Accounts Receivable, Healthcare Information..., Software Documentation, Managed Care, Healthcare Management, Cross-functional Team..., Hospitals, Leadership, Microsoft Word, Strategic Planning, Nonprofits, Healthcare Industry, Healthcare Consulting, Healthcare Reimbursement, HIPAA, Insurance
Education
University of Minnesota Duluth 1979 — 1983
Bachelor of Accounting, Accounting
Allina Hospitals & Clinics September 2011 - Present
Allina Hospitals & Clinics March 2008 - September 2011
Wipfli LLP January 2007 - March 2008
Fairview Health Services June 1998 - January 2007
Skills
Data Analysis, Financial Analysis, Access, Analysis, Process Improvement, Budgets, Accounting, Healthcare, Financial Reporting, Business Analysis, Variance Analysis, Finance, Management, Project Management, Auditing, Revenue Cycle, General Ledger, Medicaid, Microsoft Excel, Accounts Receivable, Healthcare Information..., Software Documentation, Managed Care, Healthcare Management, Cross-functional Team..., Hospitals, Leadership, Microsoft Word, Strategic Planning, Nonprofits, Healthcare Industry, Healthcare Consulting, Healthcare Reimbursement, HIPAA, Insurance
Education
University of Minnesota Duluth 1979 — 1983
Bachelor of Accounting, Accounting
Laura Conlee Russell's Wipfli LLP Experience July 2009 - July 2011
Job Data Coordinator
Industry Higher Education
Experience
Washington University in St. Louis August 2011 - Present
Wipfli LLP July 2009 - July 2011
Noel-Levitz May 2007 - June 2009
Education
Washington University in St. Louis 2013 — 2017
Master of Liberal Arts, Interdisciplinary Studies
University of Iowa 2004 — 2007
Bachelor's Degree, English
Washington University in St. Louis August 2011 - Present
Wipfli LLP July 2009 - July 2011
Noel-Levitz May 2007 - June 2009
Education
Washington University in St. Louis 2013 — 2017
Master of Liberal Arts, Interdisciplinary Studies
University of Iowa 2004 — 2007
Bachelor's Degree, English
Jean Janssen's Wipfli LLP Experience September 2013 - July 2015
Job Senior Accountant
Industry Accounting
Experience
Wipfli LLP September 2013 - July 2015
Bonnier Corporation February 2012 - September 2013
BKHM, PA January 2010 - February 2012
Meadowbrook Golf Group, Inc. August 2006 - January 2008
Glenmoor August 2005 - July 2006
Cellu Tissue Holdings November 2002 - July 2005
Skills
Accounting, QuickBooks, Tax, Financial Analysis, General Ledger, Auditing, Accounts Payable, Internal Controls, Microsoft Word, Budgets, GAAP, Sarbanes-Oxley Act, Cost Accounting, Journal Entries, Payroll, Account Reconciliation, Fixed Assets, CPA, Financial Reporting, Variance Analysis, Accruals, Financial Accounting, Revenue Recognition, US GAAP, Financial Statements, Sarbanes-Oxley, Sales Tax, Financial Audits
Education
University of Central Florida 2008 — 2009
BSBA
University of California, Santa Barbara 1997 — 2000
BA
Wipfli LLP September 2013 - July 2015
Bonnier Corporation February 2012 - September 2013
BKHM, PA January 2010 - February 2012
Meadowbrook Golf Group, Inc. August 2006 - January 2008
Glenmoor August 2005 - July 2006
Cellu Tissue Holdings November 2002 - July 2005
Skills
Accounting, QuickBooks, Tax, Financial Analysis, General Ledger, Auditing, Accounts Payable, Internal Controls, Microsoft Word, Budgets, GAAP, Sarbanes-Oxley Act, Cost Accounting, Journal Entries, Payroll, Account Reconciliation, Fixed Assets, CPA, Financial Reporting, Variance Analysis, Accruals, Financial Accounting, Revenue Recognition, US GAAP, Financial Statements, Sarbanes-Oxley, Sales Tax, Financial Audits
Education
University of Central Florida 2008 — 2009
BSBA
University of California, Santa Barbara 1997 — 2000
BA
John Moniak's Wipfli LLP Experience September 2004 - Present
Job Senior Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP September 2004 - Present
Bank of Sun Prairie May 2003 - September 2004
Baker Tilly Virchow Krause, LLP January 2001 - May 2003
Firstar Corporation February 1994 - February 2001
First Bank Southeast December 1991 - February 1994
Skills
Banking, Financial Institutions, Financial Analysis, Cash Management, Credit Analysis, Financial Risk, Risk Management, Financial Modeling, Internal Audit, Loans, Credit, Consumer Lending, Commercial Banking, Treasury Management, Risk Assessment, AML
Education
University of Illinois at Chicago 1988 — 1989
BA, Economics
University of Wisconsin-Madison 1983 — 1987
Wipfli LLP September 2004 - Present
Bank of Sun Prairie May 2003 - September 2004
Baker Tilly Virchow Krause, LLP January 2001 - May 2003
Firstar Corporation February 1994 - February 2001
First Bank Southeast December 1991 - February 1994
Skills
Banking, Financial Institutions, Financial Analysis, Cash Management, Credit Analysis, Financial Risk, Risk Management, Financial Modeling, Internal Audit, Loans, Credit, Consumer Lending, Commercial Banking, Treasury Management, Risk Assessment, AML
Education
University of Illinois at Chicago 1988 — 1989
BA, Economics
University of Wisconsin-Madison 1983 — 1987
David L Albrecht's Wipfli LLP Experience January 1980 - August 1986
Job President at Owatonna Hospital
Industry Health, Wellness and Fitness
Experience
Allina Health (formerly Allina Hospitals and Clinics) 2009 - Present
Owatonna Hospital 2006 - Present
Bellin Health August 1986 - February 2005
Wipfli LLP January 1980 - August 1986
Skills
Healthcare
Education
University of Colorado Denver 1999 — 2001
MBA, Health Administration
University of Wisconsin-Whitewater 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Allina Health (formerly Allina Hospitals and Clinics) 2009 - Present
Owatonna Hospital 2006 - Present
Bellin Health August 1986 - February 2005
Wipfli LLP January 1980 - August 1986
Skills
Healthcare
Education
University of Colorado Denver 1999 — 2001
MBA, Health Administration
University of Wisconsin-Whitewater 1976 — 1979
Bachelor of Business Administration (B.B.A.), Accounting
Mary Michels's Wipfli LLP Experience January 2007 - July 2008
Job Tax Manager at Grant Thornton LLP
Industry Accounting
Experience
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP November 2013 - July 2015
Morrison, Brown, Argiz & Farra LLC July 2010 - May 2013
Morrison, Brown, Argiz & Farra, LLC August 2008 - July 2010
Wipfli LLP January 2007 - July 2008
Skills
Tax, Accounting, Tax Research, Tax Accounting, Tax Returns, Tax Preparation, Income Tax, CPA, High Net Worth..., QuickBooks
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Science, Accounting, Finance
Grant Thornton LLP August 2015 - Present
Grant Thornton LLP November 2013 - July 2015
Morrison, Brown, Argiz & Farra LLC July 2010 - May 2013
Morrison, Brown, Argiz & Farra, LLC August 2008 - July 2010
Wipfli LLP January 2007 - July 2008
Skills
Tax, Accounting, Tax Research, Tax Accounting, Tax Returns, Tax Preparation, Income Tax, CPA, High Net Worth..., QuickBooks
Education
University of Minnesota - Carlson School of Management 2002 — 2006
Bachelor of Science, Accounting, Finance
Christie Barnes's Wipfli LLP Experience 2001 - 2008
Job CPA
Industry Accounting
Experience
Luther Automotive June 2011 - Present
Bomberg Roach & Hanson November 2008 - June 2011
Wipfli LLP 2001 - 2008
Education
University of Minnesota - Carlson School of Management
B.S., Finance/Accounting
Luther Automotive June 2011 - Present
Bomberg Roach & Hanson November 2008 - June 2011
Wipfli LLP 2001 - 2008
Education
University of Minnesota - Carlson School of Management
B.S., Finance/Accounting
Colleen Buncher's Wipfli LLP Experience December 2014 - Present
Job Tax Manager at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2014 - Present
Wipfli LLP November 2011 - November 2014
Wipfli LLP November 2009 - November 2011
Skills
ProSystem fx Tax, Tax Research, S Corporations, Corporate Tax, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, CPA, US Tax
Education
University of Minnesota-Twin Cities 2008 — 2009
Master of Accountancy
University of Minnesota-Duluth 2004 — 2008
Bachelors, Accounting
Wipfli LLP December 2014 - Present
Wipfli LLP November 2011 - November 2014
Wipfli LLP November 2009 - November 2011
Skills
ProSystem fx Tax, Tax Research, S Corporations, Corporate Tax, Income Tax, Partnership Taxation, Tax Accounting, Tax Preparation, Accounting, CPA, US Tax
Education
University of Minnesota-Twin Cities 2008 — 2009
Master of Accountancy
University of Minnesota-Duluth 2004 — 2008
Bachelors, Accounting
Joni Calverly's Wipfli LLP Experience December 2012 - Present
Job Senior Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP December 2012 - Present
Eikill & Schilling Ltd. December 2005 - December 2012
Kolquist, Seitz and Goldman November 1989 - November 2000
Skills
Financial Analysis, Strategic Financial..., Real Estate, Investments, GAAP, Insurance, Strategic Planning, PowerPoint, Accounting, QuickBooks, Financial Reporting, Auditing, Accounts Payable, Bookkeeping, Internal Controls, General Ledger, Financial Accounting
Education
University of Minnesota-Duluth 1985 — 1989
Bachelor, Accounting
Cloquet Senior Highschool
Wipfli LLP December 2012 - Present
Eikill & Schilling Ltd. December 2005 - December 2012
Kolquist, Seitz and Goldman November 1989 - November 2000
Skills
Financial Analysis, Strategic Financial..., Real Estate, Investments, GAAP, Insurance, Strategic Planning, PowerPoint, Accounting, QuickBooks, Financial Reporting, Auditing, Accounts Payable, Bookkeeping, Internal Controls, General Ledger, Financial Accounting
Education
University of Minnesota-Duluth 1985 — 1989
Bachelor, Accounting
Cloquet Senior Highschool
Bill Thumstedter's Wipfli LLP Experience July 2002 - July 2007
Job Illinois Licensed Broker at Kettley Realtors
Industry Accounting
Experience
Kettley Realtors October 2014 - Present
Evergreen Business Valuations Inc. July 2014 - Present
Business Appraisal Services LLC December 2012 - January 2014
Evergreen Business Valuations LLC November 2011 - December 2012
LarsonAllen November 2010 - October 2011
LeMaster & Daniels PLLC July 2007 - October 2010
Wipfli LLP July 2002 - July 2007
Skills
Business Valuation, Financial Analysis, Accounting, Tax Returns, Valuation, QuickBooks, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1990 — 1991
MBA, Finance
University of Wisconsin-Madison - School of Business 1982 — 1986
BBA, Accounting
Kettley Realtors October 2014 - Present
Evergreen Business Valuations Inc. July 2014 - Present
Business Appraisal Services LLC December 2012 - January 2014
Evergreen Business Valuations LLC November 2011 - December 2012
LarsonAllen November 2010 - October 2011
LeMaster & Daniels PLLC July 2007 - October 2010
Wipfli LLP July 2002 - July 2007
Skills
Business Valuation, Financial Analysis, Accounting, Tax Returns, Valuation, QuickBooks, Financial Modeling
Education
University of Minnesota - Carlson School of Management 1990 — 1991
MBA, Finance
University of Wisconsin-Madison - School of Business 1982 — 1986
BBA, Accounting
Amy Weiss, CPA (inactive)'s Wipfli LLP Experience January 2012 - April 2014
Job Accountant
Industry Accounting
Experience
Eau Claire Golf & Country Club April 2015 - Present
Wipfli LLP January 2012 - April 2014
Boulay, Heutmaker, Zibell & Co. September 2007 - November 2011
Title One Land Title Services, LLC May 2005 - May 2007
Skills
Tax Research, Income Tax, Corporate Tax, Accounting, Tax, GAAP
Education
University of Wisconsin-Eau Claire 2004 — 2007
B.B.A, Accounting
University of Minnesota-Twin Cities 2002 — 2004
General Studies
Eau Claire Golf & Country Club April 2015 - Present
Wipfli LLP January 2012 - April 2014
Boulay, Heutmaker, Zibell & Co. September 2007 - November 2011
Title One Land Title Services, LLC May 2005 - May 2007
Skills
Tax Research, Income Tax, Corporate Tax, Accounting, Tax, GAAP
Education
University of Wisconsin-Eau Claire 2004 — 2007
B.B.A, Accounting
University of Minnesota-Twin Cities 2002 — 2004
General Studies
Aaron Yentz's Wipfli LLP Experience September 2013 - July 2015
Job Associate at Riveron Consulting
Industry Financial Services
Experience
Riveron Consulting July 2015 - Present
Wipfli LLP September 2013 - July 2015
Wipfli Corporate Finance Advisors, LLC September 2013 - July 2015
Wipfli LLP September 2011 - September 2013
Wipfli LLP January 2010 - April 2010
University of Minnesota June 2008 - December 2009
Skills
Due Diligence, Business Valuation, DCF, Capital IQ, Financial Statements, Caseware, Auditing, Accounting, Healthcare, Financial Statement..., GAAP, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2011
BSB, Accounting, Finance
Riveron Consulting July 2015 - Present
Wipfli LLP September 2013 - July 2015
Wipfli Corporate Finance Advisors, LLC September 2013 - July 2015
Wipfli LLP September 2011 - September 2013
Wipfli LLP January 2010 - April 2010
University of Minnesota June 2008 - December 2009
Skills
Due Diligence, Business Valuation, DCF, Capital IQ, Financial Statements, Caseware, Auditing, Accounting, Healthcare, Financial Statement..., GAAP, Financial Modeling, Financial Analysis
Education
University of Minnesota - Carlson School of Management 2006 — 2011
BSB, Accounting, Finance
Mark Embree, CPA's Wipfli LLP Experience October 2014 - Present
Job Senior Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP October 2014 - Present
Roche, Scholz, Roche, & Walsh, LTD August 2011 - October 2014
Skills
Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Tax, Auditing, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Internal Controls, Income Tax, Financial Analysis, Tax Preparation, Journal Entries, GAAP, Fixed Assets, Payroll, Tax Returns
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Finance
Wipfli LLP October 2014 - Present
Roche, Scholz, Roche, & Walsh, LTD August 2011 - October 2014
Skills
Financial Reporting, Financial Accounting, General Ledger, Account Reconciliation, Tax, Auditing, Accounts Payable, QuickBooks, Accounts Receivable, Bookkeeping, Internal Controls, Income Tax, Financial Analysis, Tax Preparation, Journal Entries, GAAP, Fixed Assets, Payroll, Tax Returns
Education
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Accounting
University of Illinois at Urbana-Champaign 2007 — 2011
Bachelor of Science (BS), Finance
Matthew Savaske's Wipfli LLP Experience January 2014 - Present
Job Staff Accountant at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP January 2014 - Present
Peerless Chain Company August 2013 - December 2013
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Wipfli LLP January 2014 - Present
Peerless Chain Company August 2013 - December 2013
Education
St. Norbert College 2009 — 2013
Bachelor of Business Administration (B.B.A.), Accounting
Stacy Penlon's Wipfli LLP Experience April 2011 - Present
Job Accounting Professional
Industry Accounting
Earl Benning's Wipfli LLP Experience
Job tax partner at Wipfli LLP
Industry Accounting
Experience
Wipfli LLP
Skills
Leadership, Management, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Process Improvement, Research, Financial Planning, Mergers
Education
University of Minnesota Duluth 1985 — 1986
Bachelor of Science (BS), Accounting
college of saint scholastica 1981 — 1984
Bachelor of Arts (B.A.), buisness management
Wipfli LLP
Skills
Leadership, Management, Sales, Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Process Improvement, Research, Financial Planning, Mergers
Education
University of Minnesota Duluth 1985 — 1986
Bachelor of Science (BS), Accounting
college of saint scholastica 1981 — 1984
Bachelor of Arts (B.A.), buisness management
Deloitte
PwC
Ernst & Young
Walgreens
Procter & Gamble
KPMG
PricewaterhouseCoopers
EY