Certified Public Accoutant with extensive experience in accounting, tax planning, auditing, and business planning.
Education:
Ph.D. in Management Science, University of Wisconsin—Milwaukee, May 2003. Major: Organizations and Strategic Management. Minor: Marketing
MBA, University of Wisconsin—Whitewater, August 1993. Major: Management.
BBA, University of Wisconsin—Eau Claire, August 1984. Major: Accountancy
Business educator with experience in teaching a broad scope of business fields including management, accounting, marketing, finance, strategy, law, and international business.
Numerous engagements as an employee or outside consultant in applications of business concepts to organizations.
EXPERIENCE
Accounting Systems - Identifying and overcoming weaknesses and inefficiencies in current accounting systems or implementing new systems, as appropriate. Accounting systems experience includes design and implementation of
comprehensive budgeting and forecasting mechanisms
internal control procedures (e.g. - cash receipts and disbursements, credit and collections, inventory management, payroll)
financial analysis and reporting systems
other systems (e.g. - managing fixed assets, restructuring debt, improving compensation plans)
Financial Reporting - analyzing current reports to internal and external parties for accuracy, clarity, and compliance with reporting standards, if applicable. Financial reporting experience includes preparing organizations for cost-effective audits by Independent CPA firms and converting accounting records and systems to conform to Generally Accepted Accounting Principles.
Compensation Planning – getting the most value for employer and employees of organizations in order to provide adequate compensation and manage turnover. Compensation planning experience includes tax planning, compliance, and motivational factors.
Strategic and Business Planning – establishing and modifying strategic planning systems and responding to current business opportunities. Strategic and business planning experience includes establishing and modifying long-range, participative planning systems for continuous improvement and overseeing the development of business and marketing plans for discrete projects.