Thank You! 2019 Edition by WICPA

THANK YOU!

2018-19 Recognizing the involvement and milestones of WICPA members

ith the start of the football season, optimism and enthusiasm for the Packers’ success is often a topic of conversation in Wisconsin. Much of the attention

is directed toward quarterback Aaron Rodgers. The Packers’ success, however, depends on the performance of everyone in the organization, which includes the entire offense, defense, special teams, coaches, trainers and others. Like the Packers, the success of the WICPA depends on both the membership and staff working together. This publication celebrates the efforts of many individuals who have been involved in a variety of activities; such as advocacy through meetings with legislators in Madison and Washington D.C., working on committees and task forces, meeting with college and high school students, and attending networking events and social activities. On behalf of the board, I want to thank everyone who has donated time and resources during the past year to enhance the work of the WICPA and promote the accounting profession. Your commitment, dedication and passion are outstanding and truly appreciated.

Michael D. Akers, CPA, PhD 2018–19 WICPA Board Chair

THANK YOU!

Recognizing the involvement and milestones of WICPA members

Member recognition in this edition is based on the WICPA fiscal year of May 1, 2018 - April 30, 2019 unless otherwise stated.

CONTENTS: 2-3 BOARDS

} WICPA Board of Directors } WICPA Educational Foundation Board of Directors

4-9 VOLUNTEERS

} Accounting Career Awareness Grants } Advocacy Outreach } Continuing Professional Development Speakers } DECA & FBLA Judges } High School and College Speakers } High School Educator Accounting Symposium and WEBIT Convention } FutureQuest } Junior Achievement } Publication Writers } Reading Makes Cents Speakers } Young Entrepreneurial Scholars (YES)

10-12 CONFERENCE PLANNING COMMITTEES } Accounting & Auditing } CPAs in Industry Fall } CPAs in Industry Spring } Financial Institutions } Not-for-Profit Accounting } School District Audit } Tax

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21 EXCELLENCE AWARD RECIPIENTS 13-15 TASK FORCE } Advocacy } President & CEO Succession and Transition

15-20 COMMITTEES

} Accounting Careers } Accounting Higher Education } Editorial Planning } Ethics } Excellence Awards Selection } Federal Taxation } Finance } Nominations } Public Policy } Wisconsin Taxation } Young Professionals

22-28 MEMBERSHIP MILESTONES } 1 Year } 5 Years } 10 Years } 25 Years } 40 Years } 50 Years

29-30 CONTRIBUTIONS } CPAC & LIF

31-32 DONATIONS

} WICPA Educational Foundation

Thank You! 2019

BOARDS

WICPA BOARD OF DIRECTORS

The WICPA Board of Directors provides strategic governance in accordance with the WICPA strategic plan, mission and vision. They ensure the WICPA serves the diverse needs of members, enhance professional competency, promote the value of members and the profession, advocate on behalf of the profession and build community among members. Michael D. Akers Rick E. Dreher Jon C. Gaines Ryan J. Hanson Katherine L. Hauser Patrick G. Hoffert Dan Holzhauer Neil R. Keller

William L. Komisar Debra L. Lenz Terri M. Lillesand Wendy A. Peters Steven A. Pullara Matthew J. Schaefer Angela C. Thomas

WICPA EDUCATIONAL FOUNDATION BOARD OF DIRECTORS The WICPA Educational Foundation Board oversees funds and activities to ensure the foundation plays a pivotal role in supporting programs to improve awareness and perceptions by educating students and educators about the exciting opportunities available to accounting professionals. Christopher M. Cholka Kenesha A. Coleman Michael E. Friedman Jessica B. Gatzke Katherine L. Hauser Elizabeth Hazi John R. Heindel

Thank You! 2019

Diana L. Henke Jessica M. Horning Wendy K. Potratz Wendi M. Unger Roberta A. Ward Boula Xiong

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BOARDS

Q&A

history of the Foundation, I formed a Strategic Planning Task Force to determine how the Foundation can better accomplish its goals.

What would you tell someone who has interest in this aspect of the WICPA's mission?

Michael E. Friedman, CPA, Scribner, Cohen and Co. S.C.

Dedication to the CPAs of the Future As president of the WICPA Educational Foundation Board, Mike Friedman has been successful in driving interest and awareness about the exciting opportunities available to aspiring accounting professionals.

How long have you been part of the WICPA Educational Foundation Board of Directors, and why did you choose to become involved?

I was elected to the WICPA Educational Foundation Board of Directors five years ago. After my first year, I served as the treasurer for two years. For the past two years, I have been president. I wanted to get involved in the Foundation to better promote the profession.

What are some of the key activities youâ&#x20AC;&#x2122;ve been involved with during this time?

The Foundationâ&#x20AC;&#x2122;s key activities involved the High School Educators Accounting Symposium, which takes place in November of

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each year; Young Entrepreneurial Scholars (YES) program for minority high school students; Accounting Career Awareness Grants to high school educators; and scholarships for college students.

How have your other volunteer activities with the WICPA or other organizations helped in your leadership role on this board?

I have been involved with many WICPA activities over the years. Most recently I was chairman of the Public Policy Committee and previously chairman of the Federal Taxation Committee. I have realized that what has worked in the past does not necessarily work today or in the future. For the first time in the

The WICPA Educational Foundation plays a pivotal role in supporting programs to improve awareness and perceptions by educating students and educators about the exciting opportunities available to accounting professionals. Every CPA should be actively supporting this goal. The more quality people who enter the profession, the better the profession will be for those already in the profession.

What are the motivating factors that keep you involved?

After being a CPA for over 40 years, I still have a passion for the profession. I want to make the profession better tomorrow than when I entered it.

What do you consider to be the most valuable contribution of the Foundation?

Over the last two years, our accomplishments include having over $1.8 million of net assets, having record attendance at the High School Educator Accounting Symposium, working with Junior Achievement and receiving a $50,000 donation from the Von Haden family for The Terry Von Haden Memorial Scholarship. However, in my opinion, my most valuable contribution was forming a Strategic Planning Task Force and meeting several times to determine how to better accomplish our goals. We will be providing stipends to high school educators to attend the High School Educators Accounting Symposium, adding money to the high school awareness grants, providing WICPA memberships to high school educators who attend the symposium, and providing college scholarships to sophomores and juniors.

Thank You! 2019

VOLUNTEERS

ACCOUNTING CAREER AWARENESS GRANTS

Each year, the WICPA Educational Foundation awards Accounting Career Awareness Grants to Wisconsin high school teachers who attend the annual High School Educator Accounting Symposium. Members assist in accounting activities held by these teachers by hosting a group of students for a firm or business tour, speaking to a class about a specific accounting topic or helping with an accounting-related project. Kathryn L. Bennett Steve L. Broyals Iveta N. Carpenter Christopher M. Cholka Dorothy Conduah Barbara A. DeBaere-Poppy Lisa K. Donnelly Grant M. Freitag Stephen J. Hall Kevin R. Heppner Lorie A. Hodkiewicz

Martin P. Mathias Tyler Menzer Darci L. Middaugh Wendy K. Potratz Steven P. Rajek Kimberly K. Ruef Tracy N. Tronnes John J. Werner Danielle A. Wills James W. Woloszyk

“We were excited to be a part of the WICPA’s Educational Foundation Accounting Career Awareness Grants program, where we hosted an open house for 30 students from Plymouth High School. It is inspirational to encourage young students who are considering accounting as a career choice, and it is rewarding to witness the excitement students show when discussing how accountants impact clients and the communities they serve.” Darci L. Middaugh, CPA, Partner, RitzHolman CPAs

ADVOCACY DAY

WICPA Advocacy Day gives the profession a strong presence in Madison and is critical to ensuring members’ voices are heard. Advocacy Day provides members the opportunity to meet and educate legislators on critical issues that affect the accounting profession and business community. William R. Ahlstrom Michael D. Akers Kari M. Apel Jeff Dewane Michael D. Donahue Scott B. Franklin Michael E. Friedman Jessica B. Gatzke John A. Gerold Ryan J. Hanson Katherine L. Hauser Troy G. Hildebrandt Tammy J. Hofstede Patricia J. Howen Angel M. Johnson Ruth A. Kallio-Mielke Neil R. Keller

Steven J. Koritzinsky Nicholas S. Lascari Adetunji A. Lesi Thomas J. Nichols Daryl L. Ohland Steven A. Pullara Michael I. Ruby Matthew J. Schaefer John S. Scheid Leniwati M. Siker Jon P. Skavlem Keana Spencer Angela C. Thomas Dennis F. Tomorsky Denise A. VandenbushKohlmann Jane M. Weiss

“Through Advocacy Day, I was able to meet with Wisconsin legislators to share issues important to the CPA profession, including GAAP for budget preparation, continuing professional development and sales tax on services. This also helped me understand the likelihood for enactment and any legislative obstacles to anticipate, as well as other ways to advocate for our profession. I’m already looking forward to the next one.” Denise A. Vandenbush-Kohlmann, CPA, Accountant, City of Waukesha – Finance Department

“Professional networking provides invaluable career connections. As a CPA, connections to our state legislators give us the opportunity to advise or discuss specific issues that may help or, conversely, potentially harm our profession or those we serve. Participating in Advocacy Day allows our collective voices to be heard by those who create the laws under which we live and work as CPAs.” Troy G. Hildebrandt, CPA, Director of Tax & Technology, Hexagon Inc.

Thank You! 2019

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VOLUNTEERS

CONTINUING PROFESSIONAL DEVELOPMENT SPEAKERS

Members develop leadership skills and promote their organizations while presenting to participants at seminars, conferences and breakfast meetings across Wisconsin, sharing their expertise with those who wish to expand their knowledge in specific technical areas, receive updates or enhance their soft skills. Michael D. Akers Ronald J. Altenburg Joseph F. Balus III Lucien A. Beaudry James R. Blinka Steve Boylan James D. Brandenburg Charles R. Bruce Craig A. Cookle Joann Noe Cross Paul J. Frantz Daniel B. Geraghty Michael G. Goller Wade R. Huseth Robert S. Keebler

Jeremy Keil Neil R. Keller Karen K. Kerber John A. Knepel Sr. Senator Dale P. Kooyenga Kelcey R. Leitl Terri M. Lillesand James T. Lindell David L. Maccoux Robert A. Mathers Mary Clare Miske Randy S. Nelson Matthew J. Nitka June F. Norman Daryl L. Ohland

DECA & FBLA JUDGES

Douglas A. Pessefall David J. Roettgers Lisa M. Salo Corina R. Schoenke Brett D. Schwantes Carver Smith III Timothy M. Steffen Kory J. Stoehr Rick J. Taylor Michelle E. Walter Michelle L. Weber Justin D. Williamson William A. Wong

Members use their business and professional background to judge DECA and FBLA competitions. These professional business organizations for high school and college students help students work toward a positive educational experience and successful careers. James B. Berg Daniel J. Heerey Tammy M. Howard Michael R. Ronk

Thomas R. Stapleton Angela C. Thomas Carl L. Zaar Jr Conrad J. Schumitsch

“Being a judge for the DECA State Career Development Conference was a terrific experience and reaffirmed my belief that many young, talented students are in the pipeline and preparing for business careers. It was fascinating to hear their thoughts and ideas as they prepared their presentations. DECA is a great organization. I recommend supporting their efforts or becoming a judge at this event to meet the next generation of CPAs.” Thomas R. Stapleton, President and Managing Director, Corporate Valuation Advisors

HIGH SCHOOL AND COLLEGE SPEAKERS

In an effort to promote accounting as a career, members speak at high schools and colleges to inform students of the careers available in the profession. This career outreach takes place in classrooms with in-person presentations and webcasts through Students & Leaders Network, presenting at career fairs, and attending Beta Alpha Psi and various accounting club events. Michael E. Arnold Joshua Baumann Brian R. Begalke Kevin Block Christopher M. Cholka William B. Coleman Dorothy Conduah Kelly A. Cowhig Michael D. Donahue Brianna M. Dorner Jason T. Duellman Andrew D. Faust Jeffrey L. Filter wicpa.org

Vicki V. Hellenbrand Anthony J. Igl Sara J. Jacobson Kari M. Johnson Teresa C. Kane Shawna M. Lindow Sandra I. Lisowe Jenna McMorateck Kelly K. Nolan Christopher P. Olson Lori P. Peck Kale Post Todd B. Rakowski

Andrea C. Retzki Melissa L. Smith Kyle R. Stephens Edward M. Thelen Kimberly K. Thome Denise A. VandenbushKohlmann Ashley Vandermause Tony B. Wihlm Adam J. Woznicki Xia Xie Joe Zablotney

“My primary goal at any type of speaking engagement (and in particular with high school students) is to inform the audience that the CPA designation is a great benchmark leading to a wide variety of job opportunities in different fields and specialties. Being able to give a fun presentation about how my career has evolved always seems to interest students and, I believe, has some effect on the future CPA pipeline.” Adam J. Woznicki, CPA, Mortgage Loan Officer, First Centennial Mortgage

Thank You! 2019

A Formula for Success

Two minority students plus one volunteer mentor adds up to a mutually beneficial accounting-internship program.

by Ken Wysocky

“

hen Scott Manske, CPA, talks about his volunteer experience with the Young Entrepreneurial Scholars (YES) program, it’s hard to tell who benefited more—Manske, the comptroller of Milwaukee County, or the two students he guided during their internship last summer. “It’s definitely an enriching experience for both the volunteer and the students,” said Manske, who ushered two students through the six-week program under the auspices of YES. “I’m very interested in getting younger people into accounting, especially students of color who have been, and continue to be, underrepresented in the accounting profession.” YES is a collaborative effort among the Milwaukee chapter of the National Association of Black Accountants (NABA), the Wisconsin Institute of Certified Public Accountants (WICPA), and the pre-college divisions of the University of Wisconsin-Oshkosh and the University of Wisconsin-Milwaukee. One of the students, Amuriya Trotter-Wright, just graduated from Pius XI High School and plans to major in accounting and minor in business administration in college. The other intern was Deja Dawson, a student at Rufus King International High School. The two students were among about a dozen teens who participated in the program, in which qualified students participate in a two-week curriculum focused on academic and professional development, followed by the six-week internship at various companies and organizations around Milwaukee. Students spent four days a week at their internships. On Fridays, all the students attended a joint session in which they could share their experiences during the week, Manske said. Trotter-Wright and Dawson each received their own work station and computer, as well as a Milwaukee County identification card.

Thank You! 2019

Scott Manske, CPA

We really need to diversify the accounting field, and I'm starting to see it happen.

“They essentially were treated like county employees to give them the most realistic experience possible,” Manske said. “I decided to treat it as a learning experience—expose them to all the things they could do as an accountant in county government.”

Plenty of variety As it turns out, accounting takes many forms in county government. For example, the Milwaukee County Zoo, the county’s accounts payable division, the Milwaukee County Sheriff’s Office, and the county’s parks and payroll departments all include accounting functions with different focuses. And the two students were exposed to all of them, Manske said. “I think they were surprised at the variety,” he noted. For example, accounting practices for the zoo differ dramatically from accounting for the sheriff’s department. The zoo is a cash-heavy operation because it involves zoo patrons spending money, which in turn requires daily revenue deposits. On the other hand, accounting in the sheriff’s department focuses primarily on managing expenditures and ensuring employees get paid, he explained. The volunteer work occupied a minimum of five to six hours a week. That included lining up meetings with

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Trotter-Wright, 18, who is headed for Hampton University in Virginia to study accounting, said the YES program was very worthwhile. “I didn’t really know what accounting was until I participated in the program,” she said. “But when I started hearing from accountants about how much they enjoy what they do and noticed all the different kinds of accounting you can do and the different companies you can work for, it made me think this is something I should pursue.”

Amuriya Trotter-Wright at the 2018 YES program at the Wisconsin Club.

Aiming for diversity

Deja Dawson with Scott Manske at the 2019 YES program at the Wisconsin Club.

The YES program is valuable because it provides opportunities for students traditionally underrepresented in accounting who otherwise might not get exposed to accounting, Manske noted. “All you can hope for is that they have a positive experience and then talk to others about their experience,” he said. “And that they learn that accountants are important and are involved in all areas of business or government. Hopefully they talk about it with other students, and one conversation leads to another, which leads to another.”

various departments, setting up tasks for the students to perform and driving or walking them to various department offices. Manske also periodically met with them one-on-one to discuss concepts such as budgeting, he said.

From a larger perspective, Manske also said that the YES program can help the accounting profession evolve into a more diversified profession. Diversity is important not only internally, where it provides valuable and divergent viewpoints and perspectives, but externally, as accountants must be able to work with clients from a variety of backgrounds, he pointed out.

“My thought was they really don’t know a lot about accounting; and in those six weeks, I can’t really teach them accounting,” he explained. “But I can provide a background—talk to them about total revenues and expenditures and budget matters, so they can start to understand the big concepts.” Manske said he was pleasantly surprised at the students’ level of interest. “You never quite know whether individuals really are excited about it or if they’re just doing it because Mom and Dad told them to do it,” he noted. “But they turned out to be very motivated students who wanted to be here.”

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“We live in a society that’s diversified in so many ways, and to experience that is a great thing,” he said. “We really need to diversify the accounting field, and I’m starting to see it happen.” “What YES does is a start,” he said. “We can begin with a few students—give them all a positive experience and hope that it sparks an interest in accounting. We can’t change the whole world, but we can start by creating little sparks.”

Ken Wysocky is a freelance writer based in Whitefish Bay. Contact him at 414-962-6202 or kwysocky@wi.rr.com.

Thank You! 2019

VOLUNTEERS

HIGH SCHOOL EDUCATOR ACCOUNTING SYMPOSIUM

The WICPA High School Educator Accounting Symposium and the Wisconsin Educators of Business & Information Technology Convention are annual events where members provide firsthand accounting information to high school accounting and business educators. Anthony E. Caruso Christopher M. Cholka Scott H. Dell Julie L. Dilling Michael E. Friedman Martin P. Mathias Tori M. Morrow Ben W. Pechan

Wendy K. Potratz Kyle R. Stephens Susan M. Strautmann Sara L. Sturm Tina M. Trumbower Denise A. Vandenbush-Kohlmann Jane M. Weiss

“The annual High School Educator Symposium is one of the most valuable professional development opportunities I attend each year. Networking with accountants from a variety of industries has provided a better understanding of similarities and differences within the profession. I have been able to share examples and case studies received during the symposium with my classroom. In addition, I appreciate the involvement of WICPA members who have been willing participants in classroom activities and company tours.” Tina M. Trumbower, Business Information & Technology Instructor, Waunakee High School

FUTUREQUEST

FutureQuest is an event for middle school students. It is designed to close the skills gap by helping to improve student course selection and career preparedness when entering high school. Members attend to promote the accounting profession and discuss the skills needed to be successful. Angela C. Thomas Brandon Wagner

JUNIOR ACHIEVEMENT

The WICPA is a proud partner of Junior Achievement, an organization that helps children to value free enterprise through education programs. Members attend JA Career Days to interact with students from grades 7-12, sharing personal stories, education decisions and how to apply skills learned in the classroom to the world of work. Members also help students learn how to create and run a business and manage money at JA BizTown and Finance Park, located in The JA Kohl’s Education Center in Milwaukee. Christopher M. Cholka Ada Duffey Michael E. Friedman

Elizabeth Hazi James R. Hennick Patrick G. Hoffert

Jessica M. Horning Jamie Krueger Thomas W. Magnor

Jose E. Saenz Kortini Smith Kyle R. Stephens

Roberta A. Ward Jane M. Weiss Adam J. Woznicki

“Students showed their interest and engagement by asking questions at the presentation. We know that accounting isn’t the most interesting career path for middle school students, so we need to engage with them and give insight into our career and daily activities. Continued involvement in programs like these will show students that we don’t just sit behind a desk all day. It is my hope that we were able to shed some additional light and spark some interest in our profession for the younger generation.” Kale Post, CPA, Senior Accountant, Dwayne Johnson & Associates S.C.

Thank You! 2019

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VOLUNTEERS

PUBLICATION WRITERS

Writing for WICPA publications—On Balance, The Bottom Line and CPA2b—WICPA members are able to share their knowledge, receive visibility for their companies and gain exposure to potential clients. They create thought-provoking articles about issues facing the accounting profession including tax, fraud, technology and human resources. Cheryl L. Aschenbrener Jaclyn L. Bell Ronald C. Berman Steve Boylan Jill M. Boyle

James D. Brandenburg Charles R. Bruce Melodi L. Bunting Joann Noe Cross Justin Erickson

Daniel B. Geraghty Wendi S. Hall Terri M. Lillesand Diana G. Luttmann Thomas J. Nichols

Wendy K. Potratz Tramaine Robinson Christopher E. Rosborough Peter C. Schubilske Carver Smith III

Michael W. Steinl Joseph J. Topp Emily Upstrom Zhao Zhao

READING MAKES CENTS SPEAKERS

During National Financial Literacy month each April, WICPA members participate in the Reading Makes Cents program by visiting elementary schools to read to students about the basics of money. Rhiannon L. Blawat Karen K. Castle Kenesha A. Coleman Misty F. Dodge

Michelle Goetsch Jessica A. Greisch Elizabeth Hazi Tammy J. Hofstede

Amy K. Jonet Angela King Linda L. Leikness

“I’ve been volunteering with the Williams Bay Elementary School for four or five years now. Just talking about money with young people helps them think about how much things really cost when shopping with their parents. I believe that sharing who I am and what I do, along with the stories and trinkets, helps kids make choices and think about money when buying things, even though we talk about it only once a year. I hope that when they see me, they think of the money talk again.” Amy L. Straubel, President & Owner, AIM Tax & Accounting Services, Inc

YOUNG ENTREPRENEURIAL SCHOLARS (YES)

Young Entrepreneurial Scholars (YES) provides minority high school students a careerenhancing experience as they participate in a two-week program offering academic and professional development to prepare them for a business career. Afterwards, students begin six-week internships with members at various Milwaukee organizations. Jon C. Gaines

John R. Heindel

Scott B. Manske

“As CFO of the Zoological Society of Milwaukee, we have been affiliated with the YES program for over 10 years. It is very rewarding to see a shy high school student gain self-confidence and provide them with handson accounting experience. We provide a variety of tasks so they get a good sense of what it is to be an accounting professional.” John R. Heindel, CPA, Vice President, Finance and Administration, Zoological Society of Milwaukee

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Thank You! 2019

CONFERENCE PLANNING COMMITTEES

ACCOUNTING & AUDITING

The Accounting & Auditing Conference provides CPAs and financial professionals and their staff in public accounting, industry and government with information on current changes and timely issues in auditing standards, FASB, GASB, governmental managing, improving data and document workflow, accounting and financial reporting, as well as training in technology and soft skills. Jackalyn M. Budish Christopher M. Cholka Julie A. Craig Jodi L. Dobson

Joseph D. Haas Tammy J. Hofstede Allyson J. Hofstede Gary A. Johnsen

Richard A. Krueger Travis J. Lohse Gary A. Schmid

“One benefit of being involved in this committee is having the opportunity to discuss current topics with other professionals in industry and public accounting. It’s helpful to hear what others on the committee feel is important and what conference attendees are asking to learn about. It's satisfying to be part of something that provides useful information to your peers.” Joseph D. Haas, CPA, Director of Audit and Accounting & Senior Manager, Hawkins Ash CPAs LLP

CPAS IN INDUSTRY FALL

The CPAs in Industry Fall Conference provides CPAs, CEOs, CFOs, controllers and accounting staff in industry, public accounting, government, education and nonprofits updates on current issues and tax implications affecting various areas of business and operations, human resources and technology, as well as new and improved ways to manage a changing workplace. Frances E. Bosze Steve Boylan Wendy J. Brown Jason Bruner Greg Gavran

Armand C. Go Ryan J. Hanson Robert F. Hartzheim Katherine L. Hauser Tammy J. Hofstede

Dan Holzhauer Amy L. Hruby Paul J. LaRosa Patricia E. Larson Debra L. Lenz

Lynn E. Marek Tori M. Morrow Dennis W. Nelson Carver Smith III Thomas R. Stapleton

Dennis F. Tomorsky Matthew J. Zeratsky

CPAS IN INDUSTRY SPRING

The CPAs in Industry Spring Conference provides CPAs, CFOs, CEOs, controllers and accounting staff in industry, public accounting, government, education and nonprofits updates on current accounting and tax implications affecting various areas of business and operations, human resources and technology, as well as new and improved ways to manage a changing workplace. Lynn M. Ardisana Frances E. Bosze Steve Boylan Jason Bruner Christopher M. Cholka Jennifer A. Craig Greg Gavran Jean M. Hansen Michelle M. Hicks-Tobias Tammy J. Hofstede Jessica M. Horning Karen M. Hosterman-Ward Tom Jezo

William P. Klingsporn Paul J. Krejcarek Yuriy Ksenidi Patricia E. Larson Tori M. Morrow Jose E. Saenz Kevin Seubert Kelly M. Sics Carver Smith III Thomas R. Stapleton Michael P. Sterk Dennis F. Tomorsky Matthew J. Zeratsky

“Being on the conference planning committee has given me the opportunity to network with peers to find out what challenges they are facing, discuss with others in similar situations and determine whether we can provide a session to help. Also, it has allowed me to give voice to challenges I see and provided the resources to ask others for guidance. I have formed business friendships that have added to the enjoyment of participating in these meetings.” Lynn M. Ardisana, CPA, Controller, Aavid-Allcast LLC

Thank You! 2019

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CONFERENCE PLANNING COMMITTEES

Q&A

exposure helps me give input to the Tax Conference Committee. While large practices and law firms have been well represented on the committee over the years, it is important to have voices from the wood. A tax matter that may seem immaterial to a large firm or an industry accountant/attorney may be something that a smaller practitioner would find value in. The WICPA has done a good job of marketing the value of CPAs. I believe the committee does a good job of making sure that all CPAs are considered when making choices of what issues to address. On the Public Policy Committee, I feel I can talk to politicians as a small business owner.

Thomas H. Schmitt, CPA, Embius Tax and Financial Services

Tax Conference Planning Committee Works to Include All Successful planning means incorporating a wide variety of educational programs that address the taxation issues relevant to professionals throughout the state.

Q. A.

How long have you been actively involved in the WICPA? I have been involved with the WICPA since 1993.

What do you consider the committee’s most valuable contribution?

The Tax Conference Planning Committee strives to provide attendees topics that will appeal and/ or apply to the practices of industry and be relevant to both small and large practices. Our committee spends the time to make sure that topics are timely and also attempts to have tracks to highlight best practices. Along these lines, I also served on the Public Policy Committee because I have always enjoyed how the law behind the tax code comes to fruition. Being able wicpa.org

to meet on a fairly regular basis with the lawmakers who determine our tax code is something the WICPA members may not realize is being done on their behalf. I am fairly certain our volunteer voices have been heard countless times on both sides of the aisle, and we have made a difference on how some laws were enacted or not enacted.

Q. A.

Which of your skills helps most in this volunteer role?

This is honestly a question for fellow committee members. My first career was in sales. I came to the profession at age 30. I had doors slammed in my face for 10 years, and it frees you to ask the tough questions in committee or in front of politicians. Implicitly, as the proprietor of a small practice, I do work with many small businesses and feel that having that

Q. A.

What motivates you to stay involved?

It is not hard to stay motivated when you are around other interested and motivated people. This is a volunteer position. I’ve been involved in other nonprofit or volunteer positons where the volunteers basically rubberstamped whatever the executive director put forward. If I ever felt that the group came together with a pre-determined agenda, I would be unmotivated. However, on the Tax Conference Planning Committee, the actual volunteer members of that association decide what their peers may find valuable. That keeps me motivated. On the Public Policy Committee, I am motivated by being able to represent a body: the WICPA.

When you share your time and talent in this capacity, how does it make you feel?

I have volunteered my entire adult life. I actually can’t say it makes me feel anything. It’s something I do. I enjoy it.

What advice would you share with your peers about getting more involved?

Being involved on any committee is going to expose you to a large number of peers from different geographic areas and different levels of experience. If you don’t volunteer because of passion or duty, volunteer because it will help you build your personal network of connections.

Thank You! 2019

CONFERENCE PLANNING COMMITTEES

FINANCIAL INSTITUTIONS

The Financial Institutions Conference covers a variety of specialized topics that include regulatory and legislative updates, compliance issues, and the latest economic conditions that challenge both larger and community-based financial institutions. David E. Braden Nicholas A. Hahn Terry A. Hoeft Tammy J. Hofstede William T. Hogan Bryan Johnsen Jay B. Kaun

Yuriy Ksenidi Patrick S. Murphy Matthew J. Nitka Ann M. Pascavis Wendy A. Peters Brett D. Schwantes Matthew J. Zeratsky

“One benefit I’ve gained from serving on this committee is the opportunity to associate and network with fellow professionals in a smaller setting. Our committee has stayed intact, and relationships have developed. Participation during conference planning has given me chances to listen to and interact with industry-specific topics and exchange ideas pertinent to financial professionals.” Jay B. Kaun, CPA, CGMA, Senior Vice President, Dana Investment Advisors

NOT-FOR-PROFIT ACCOUNTING

The Not-for-Profit Accounting Conference provides all levels of financial professionals in nonprofit and health care organizations with the knowledge, insight and strategies to use when facing accounting and financial challenges specific to their organizations. Conference topics include tax-exempt issues, fund-raising and risk management. Marc A. Cadieux Jon C. Gaines Amy J. Gallagher Greg Gavran

John R. Heindel Tammy J. Hofstede Jessica M. Horning Sherri L. Huff

Sandra K. Jensen Natasha L. King Susan Lynch Renee Messing

SCHOOL DISTRICT AUDIT

The School District Audit Conference, in partnership with the Wisconsin Department of Public Instruction, provides the only training for auditors of Wisconsin public school districts and Private School Choice Program schools. This includes the latest auditing updates, developments and tools they can use to better serve school districts and their communities. Brian M. Anderson Paul J. Frantz Carrie A. Gindt Kathryn J. Guralski

Tammy J. Hofstede Karen K. Kerber Charles N. Krueger Gregory J. Pitel

Jillian Raff Lisa M. Salo Wendi M. Unger

Kelly K. Miller Terrie A. Pohjola Todd J. Poppe Gary A. Schmid

Corina R. Schoenke Tanya M. Stamps Roberta A. Ward Michelle L. Weber

“Serving on this committee has enabled me to ensure that my colleagues obtain the latest auditing updates, developments and tools they need to better service Wisconsin school districts. I’m able to have key conversations with other CPA firm leaders and work with members of the Wisconsin Department of Public Instruction, together shaping how best to handle the GAAP and regulatory side of the ever-changing landscape of governmental accounting.” Paul J. Frantz, Partner, Baker Tilly

TAX

The Tax Conference is the must-attend event of the year for accountants, lawyers and business professionals who want to broaden their knowledge with the latest Wisconsin and federal tax laws and issues. This two-day conference appeals to professionals from all levels of experience, including CPAs in industry and public practice, as well as practicing attorneys, corporate counsel and business and financial managers. Lucien A. Beaudry Michael K. Benton Julie A. Cashman-Kuhn Kenesha A. Coleman Daniel B. Geraghty Marge M. Graf

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Tammy J. Hofstede Bradley J. Kalscheur Robert A. Mathers Christopher M. Morrissey June F. Norman Douglas J. Patch

Kevin M. Reardon Joseph F. Schirger Thomas H. Schmitt Roger H. Schroeder Susan A. Sowatzke Dennis F. Tomorsky

wicpa.org

CRITICAL DECISIONS Portrait of a successful president & CEO succession process by Marcia Tillett-Zinzow

ssociation executive leadership doesn’t turn over very often. LeRoy Schmidt, CPA, held the position of WICPA executive director for 16 years, from 1990 until 2006, when Dennis Tomorsky, CPA, JD, was installed as executive director after a lengthy nationwide search. (Note: The executive director title was eventually changed to president & CEO, and the board president title became board chair.) In late 2017, when President & CEO Tomorsky announced he would retire at the end of 2018, the WICPA board of directors sprang into action. The first order of business was to appoint someone to lead a succession task force. Steve Handrick, who was then immediate past chair, was selected for the post. “When Dennis told Steve and me about his intentions, we worked backward to develop the timeline so we would have sufficient time to preplan,” said then Board Chair Bill Komisar. “Based on working with Steve, who was just going through his own transition from managing partner at Hawkins Ash CPAs, I knew he would do a great job leading this assignment.” After Handrick agreed to take the lead, he, Komisar and then Board Chair-Elect Mike Akers provided input on who they thought should be on the task force. “The three of us had a vision for a committee that would include current board members, the current board chair chain (e.g., chair, chair-elect and past chair), the board executive committee and past board chairs,” said Handrick. “Within that group, we looked for equal representation of male and female, those in industry and public practice, and both seasoned and young professionals.” wicpa.org

The group the team assembled was rich with leadership and decision-making experience. A few individuals had participated in the last CEO search, when Tomorsky was appointed. Some had experience with nonprofit boards and their leader selection processes. Some had experience hiring high-level professionals within their own organizations. Others were selected because of their strong vision of what the position should look like in the future, based on changes happening within the profession.

“

It's not something we do often, and it's a critical position to the organization. — Karin Gale Late summer 2017 saw the task force meet for the first time to discuss the task before them, determine whether to elicit the assistance of a search firm and get more comfortable with the process in general. “We decided we would use a search firm,” said Akers, “and we decided to place an ad in the January/February 2018 issue of On Balance magazine to solicit organizations that might have an interest.”

The search for a search firm Once the task force was comfortably in place, the lead team asked certain individuals to participate in subgroups

based on the tasks assigned and the reasons they were selected for the task force in the first place. One of these subgroups was charged with finding an organization to handle the search. Karin Gale was a member of that subgroup. She explained why the task force felt it necessary to bring an outside search firm into the process. Part of the reason, she said, was because a search like this is conducted only every 10 to 15 years. “It’s not something we do often,” she said, “and it’s a critical position to the organization.” Gale pointed out that while the volunteers on the task force were leaders in their own organizations, they weren’t necessarily experienced in finding leaders for an association. Hiring an outside search firm would give the process greater validity, so the committee making a final decision would know the individual they selected had been properly vetted. It would also lend credibility. “We knew there would be internal candidates, and that’s another reason we wanted a third party involved,” said Gale. “Choosing an internal candidate would’ve been the easy way to get there, but it would not have allowed the credibility that was needed for the process.” The search firm selection subgroup comprised Gale, Akers, Rick Dreher and Bill Goodman. The four developed a Request for Proposal (RFP), outlining the characteristics of the search and type of candidates they were seeking, and sent the RFP to firms that had expressed their interest by responding to the On Balance ad. The team looked at several Wisconsin CPA firms that have search arms as well as organizations that specialize in executive searches. Three organizations submitted proposals, Thank You! 2019

THE CEO SUCCESSION TASK FORCE TASK FORCE CHAIR: Steven G. Handrick, CPA, CGMA Managing Member, Handrick Consulting LLC WICPA Board Chair, 2016–2017 Tammy Hofstede became president & CEO of the WICPA on Jan. 1, 2019.

and two were invited in for interviews. Handrick joined the subgroup for the interviews, and ultimately they chose MRA—The Management Association, a local, comprehensive human resources provider. After they made their decision, the subgroup met with MRA to run through the search process and provide input into the characteristics they were looking for in a candidate. The contract with MRA was finalized in spring 2018, and the nationwide search for a president & CEO began. “MRA spent the better part of the summer going through credentials submitted by more than 100 applicants,” said Akers. “They used the job description and criteria we had given them, and by late August or early September, they had narrowed the field to under 10 candidates for us to review.”

Choosing the right candidate The search firm sent vital information and videotaped statements on seven candidates for the entire task force to review, and after deliberation, consensus was reached to invite four of them for personal interviews. A subgroup of Akers, Neil Keller, Danica Olson and Ryan Hanson interviewed the finalists. “Each candidate met with the group collectively. Then we had a group discussion that included two representatives from MRA, and we reached a decision on

who we wanted to recommend to the task force,” Keller said. Following this, Handrick led a conference call with the full task force, and the four who had interviewed the candidates weighed in with their impressions of each one. They explained how they reached their decisions and provided all task force members a chance to dialogue about the recommendation. Handrick said he was pleased with the process and the way the group worked together. “Everyone stepped up to the plate when asked,” he said. “Everyone participated, understood the gravity of the task at hand and followed the timeline we had all agreed upon. Everyone had the same vision, and we worked as a team toward that vision.” He believes the task force made the right decision in offering the position to President & CEO Tammy J. Hofstede, who was offered the position last fall and took the reins Jan. 1. Handrick shared his gratitude for the task force members and their valuable contributions in making the journey to this critical decision a smooth and successful pathway. “It was an outstanding group to bring together and lead through the process. They did excellent work, and I—as well as the WICPA membership—greatly appreciate the team’s efforts and dedication to the process.”

Marcia Tillett-Zinzow is a Wisconsin freelance writer and editor. Contact her at mtzinzow@icloud.com. 14

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TASK FORCE MEMBERS: Michael Akers, CPA, CBM, CFE, CGMA, CIA, CMA, PhD Professor Emeritus of Accounting, Marquette University WICPA Board Chair, 2018–2019 Rick Dreher, CPA, CGMA Managing Partner and Chairman of the Board, Wipfli LLP AICPA Council, 2018–2019 Karin Gale, CPA, CM&AA Principal, CLA Milwaukee WICPA Board President, 2003–2004

William D. Goodman, CPA Member, Board of Directors, Smart RIA WICPA Board President, 1999–2000 Ryan J. Hanson, CPA, CGMA Financial Accounting Manager, MGIC AICPA Council, 2019–2020

Katherine L. Hauser, CPA, CGMA Manager of Financial Reporting, Herzing University WICPA Board Secretary/Treasurer, 2019–2020 Neil Keller, CPA/CVA, ABV Partner-in-Charge of Tax Services, Sikich LLP WICPA Board Chair, 2019–2020 William L. Komisar, CPA, JD Principal, CLA Milwaukee WICPA Board Chair, 2017–2018

Danica E. Olson, CPA Accounting Educator, MATC, Marquette University WICPA Board Chair, 2012–2013

wicpa.org

TASK FORCE

ADVOCACY

The Advocacy Task Force members research and review the continuing professional development requirements for Wisconsin CPA licensure and WICPA membership. Michael D. Akers Ryan J. Hanson

Katherine L. Hauser Tammy J. Hofstede

Neil R. Keller Matthew J. Schaefer

Angela C. Thomas Dennis F. Tomorsky

PRESIDENT & CEO SUCCESSION AND TRANSITION

The President & CEO Succession and Transition Task Force members conduct the search process to recommend the next president & CEO of the WICPA to the WICPA Board of Directors. Michael D. Akers Rick E. Dreher

Karin M. Gale William D. Goodman

Steven G. Handrick Ryan J. Hanson

Katherine L. Hauser William L. Komisar

Danica E. Olson

COMMITTEES

ACCOUNTING CAREERS

The Accounting Careers Committee promotes, educates and excites students about the changing roles of the CPA and the unlimited opportunities in accounting careers. Renee R. Bardenwerper Joshua Baumann Bryce Becker Mark Bichler Christopher M. Cholka Dorothy Conduah Robert V. Du Charme Ada Duffey

Jon C. Gaines Michelle Goetsch Diana L. Henke Tammy J. Hofstede Renee M. Johnson Neil R. Keller Amy L. Kowalchuk Jennifer L. Kramer

Amy L. LeVeille Melissa A. Miller Tori M. Morrow Ben W. Pechan Todd B. Rakowski Kelly M. Sics Nathan W. Smith Scott M. Syrjala

Dennis F. Tomorsky Denise A. VandenbushKohlmann Jane M. Weiss Adam J. Woznicki Boula Xiong Tiffany M. Ziegler

ACCOUNTING HIGHER EDUCATION

The Accounting Higher Education Committee consists of educator representatives of Wisconsin colleges and universities with accounting programs intended to qualify graduates to take the CPA Exam and obtain a CPA license. This committee provides a forum for these educators to serve as resources to each other and to Wisconsin legislators, regulators and other policymakers. Michael D. Akers D'Arcy A. Becker James R. Blinka Joann Noe Cross

Scott H. Dell Lisa A. Derouin Thomas R. Determan Amie Dragoo

Paul M. Fischer Jason J. Haen Tammy J. Hofstede Dawn Hukai

Thomas N. Kuenzi JoAnn M. Marson Gary L. Olsen Aimee J. Pernsteiner

Stacy A. Stinson Dennis F. Tomorsky Terry D. Warfield

EDITORIAL PLANNING

The annual On Balance editorial planning meeting is an opportunity for members to critique content published in the magazine. Members are encouraged to share issues and trends affecting their business, clients and the accounting profession. Feedback is used to help plan the editorial calendar for the coming year. Jordan R. Boehm Steve Boylan James D. Brandenburg wicpa.org

Wendy J. Brown Melodi L. Bunting Elizabeth L. Colson

Greg Gavran Tammy J. Hofstede Jeffrey T. Lemmermann

Edward H. Rueter Gerald J. Schmit Edward M. Thelen Thank You! 2019

COMMITTEES

provide input to key decision makers who impact our profession.

Q&A

What would you consider the committeeâ&#x20AC;&#x2122;s most important work as it relates to the profession?

Sharing ideas, issues, challenges and frustrations that CPAs deal with on a regular basis is the Editorial Planning Committeeâ&#x20AC;&#x2122;s most important task, in my opinion. We strive to communicate these developments and findings with all WICPA members and look to provide the latest information on tax, accounting and technology that impacts our profession. This communication is what makes the profession stronger and helps us as CPA professionals better serve our clients and the community at large.

James D. Brandenburg, CPA, MST, Sikich LLP

The Spirit of Volunteering A collaborative, peer-to-peer approach helped this committee identify the key topics relevant to CPAs from around the state

Q. A.

How long have you been an active member of the WICPA?

I have been a member of the WICPA for about 35 years. For the first 10 years or so, I was not as active with the WICPA and its various functions; however, within the last 20+ years, I have been more involved primarily by serving on the WICPA Federal Taxation and Editorial Planning committees. In addition, I have spoken at various WICPA conferences, including the Tax Conference and CPAs in Industry Conference. I have also authored several tax articles over the years for the various WICPA publications.

How have your other leadership roles with the organization helped to inform your work on this committee?

By serving on these WICPA committees, I have learned from other CPAs in the state about some of the issues they are facing. I have also gained valuable insight by

Thank You! 2019

hearing from the WICPA leadership and staff about the concerns facing the accounting industry at both the state and national levels. This insight has in turn helped me with speaking engagements at WICPA events or with authoring articles, as I have a better sense of what other WICPA members are concerned with.

Q. A.

What are the priorities for this committee?

The WICPA Editorial Planning Committee focuses on communicating timely and relevant content on key issues facing Wisconsin CPAs from around the state. While my focus is on tax matters impacting the profession, there are many other changes that challenge CPAs on a regular basis, including new accounting standards and the everchanging advances in technology. In addition to offering to WICPA members the latest developments affecting the profession, the WICPA committees also

What would you tell a peer who is thinking about getting more involved?

I would encourage them to get involved in some capacity. Start somewhere, but take that first step to participate. Of course, there is some commitment and effort required, but the rewards far outweigh the time spent. There is also the opportunity to forge lasting friendships (as I have done) with other committee members, as well as with the WICPA staff and fellow CPAs in our Badger State.

Q. A.

What motivates you to stay involved?

Whether by serving on a committee, speaking, writing or whatever else may be needed, I enjoy learning from my peers and giving back to the profession. The firm I work for, Sikich LLP, is committed to the profession and the WICPA. Two of my fellow partners, Neil Keller and the late Bart Adams, have served as chairs of the WICPA. Their selfless dedication and commitment to the future of the profession is refreshing to many others, but their example holds a special interest in encouraging accounting students in college and younger CPAs just beginning their careers. There are many challenges that come with being a CPA, and it is rewarding to realize the benefits and support provided by the WICPA. wicpa.org

COMMITTEES

ETHICS

The Ethics Committee oversees the effective regulation and enforcement of the AICPA Code of Professional Conduct. Wayne Ehlert Carrie A. Gindt

Tammy J. Hofstede John A. Knepel

Barbara A. Pippenger Barry S. Sattell

Terry T. Strittmater Dennis F. Tomorsky

EXCELLENCE AWARDS SELECTION

The Excellence Award Committee reviews nominations for the award categories and selects the recipients honored at the Member Recognition Banquet & Annual Business Meeting. Michael D. Akers Scott Blazek Christopher M. Cholka

Scott H. Dell Michelle M. Hicks-Tobias Tammy J. Hofstede

Wesley R. Jones Neil R. Keller Karen K. Kerber

Ben W. Pechan Timothy J. Ryan Megan E. Schultz

Kelly M. Sics Dennis F. Tomorsky Roberta A. Ward

FEDERAL TAXATION

The Federal Taxation Committee regularly engages in dialogue with the IRS, discusses new developments in federal taxation matters and keeps WICPA members informed of new developments in tax authority, practice and procedures. Gordon J. Adler Kari A. Apel Johnnie C. Bannier Michael A. Bark Lucien A. Beaudry Ronald C. Berman James D. Brandenburg Melaine D. Brandt Michael D. Donahue Jeffrey W. Dvorachek Christie A. Felton Scott B. Franklin Mary L. Fredrick Jessica B. Gatzke Tammy J. Hofstede Rebecca W. Jungwirth

Tricia A. Knight Deborah A. Kossow Nicholas S. Lascari Terri M. Lillesand Peter C. Loughrin Shannon L. Morris Douglas J. Patch Lucas L. Petzold Kevin M. Reardon Christopher E. Rosborough Michael J. Scholz Jeffrey C. Stoub Dennis F. Tomorsky Dale G. Van De Loo Brad M. Voght Jonathon R. Wendorf

â&#x20AC;&#x153;My involvement on the Federal Taxation Committee has helped my practice by providing a forum of top tax professionals to discuss issues involving not only technical tax topics, but also practical matters in dealing with the IRS. This has helped me to clarify issues that involve specific client matters through not only the discussions but also by being able to submit questions to the IRS without any direct tie to myself or my firm. We work as a team with each member, and I believe this is much better than them trying to deal with tax issues on their own.â&#x20AC;? Ronald C. Berman, CPA, Shareholder, Neider & Boucher S.C.

FINANCE

The Finance Committee oversees the financial activity of the WICPA, including the annual budget, audit, investments and net assets. Michael D. Akers Lucien A. Beaudry Ryan J. Hanson

Katherine L. Hauser Tammy J. Hofstede Neil R. Keller

Dennis F. Tomorsky Wendi M. Unger

NOMINATIONS

The Nominations Committee reviews applications for the open positions of the WICPA Board of Directors and selects a slate of nominees to be voted upon at the Member Recognition Banquet & Annual Business Meeting. Michael D. Akers Ryan J. Hanson wicpa.org

Katherine L. Hauser Tammy J. Hofstede

Neil R. Keller William L. Komisar

Dennis F. Tomorsky Wendi M. Unger

Jane M. Weiss

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Speaking Out for the Profession A leader shares her knowledge to engage and inspire the next generation of CPAs by Jessica Gatzke, CPA, MST

he first time I was able to set foot into the classroom on the other side of the desk to promote a career as a certified public accountant was shortly after beginning my career at Scribner, Cohen & Co. S.C. It started with the opportunity to represent our firm at Beta Alpha Psi, an international honor society for accounting, finance and information technology students and professionals. The combination of excitement and anxiety that I felt about this first venture into public speaking was quickly converted into a joyous energy that leads me back into the classroom year after year. Over those early years in my career I returned to speak at the university level for Beta Alpha Psi to discuss accounting careers. Of course, we used the opportunity to showcase the benefits of working for a public accounting firm, but we also promoted being a CPA and the benefits of student membership in the WICPA and the accounting profession. We were able to convert some individuals from other majors and convince them that the field of public accounting was exciting. The goal was to encourage each student to take the jump and become a certified public accountant. Though Beta was the beginning, I started getting more opportunities to promote the certified public accounting profession through connections with the WICPA or otherwise. Professors requested presentations on current topics in taxation, so I had the opportunity to share my passion for this area of accounting. Often, students would also tap into these speaking engagements as an opportunity to refine their knowledge of the recruiting process. The WICPA requested speakers for a high school career fair at Concordia

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Jessica Gatzke, right, at the annual YES program luncheon.

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Each opportunity to give back to the profession is personally and professionally rewarding. University. This career fair provided the opportunity to reach further down the pipeline toward more potential future CPAs. The students and parents were able to ask specific questions on salary expectations, availability of employment upon graduation and personal career enjoyment. Speaking to high school students is one way we can ensure that more qualified candidates are entering the profession as certified public accountants. I approach each person with joy and enthusiasm for accounting with the hope that they will someday be a controller, CFO, partner in an accounting firm or business owner. My most recent speaking opportunity was for the Students and Leaders Network, a 501(c)(3) nonprofit organization dedicated to providing career information for students, educators, parents and the public. The WICPA received a request for speakers who could discuss a career in accounting, and I responded to

the request, traveling to Madison to participate in a live video stream. On the other side of the stream were several high school classrooms. I had the opportunity to speak for 15 minutes and promote the benefits of all careers in accounting, specifically of being a certified public accountant. Then the students asked questions that could help them decide on a college major. The live stream was also recorded and cataloged so that other schools could access the presentation when needed. Each opportunity to give back to the profession is personally and professionally rewarding. If you are asked to speak to promote the accounting profession, I highly encourage you to accept the invitation so that we as community members and employers continue to have qualified successors.

Jessica Gatzke, CPA, MST, is a shareholder with Scribner, Cohen & Co. S.C. Contact her at 414-271-1700 or jbgcpa@scribnercohen.com.

wicpa.org

COMMITTEES

PUBLIC POLICY

The Public Policy Committee is vigilant in monitoring public policy issues that impact the profession and in recommending and implementing appropriate actions and responses to our state’s elected representatives and other policy-making bodies. William R. Ahlstrom Thomas J. Alberte Kari A. Apel Stanley M. Babicz Kyle J. Beld Robert J. Cottingham Gerald E. Denor Jeff Dewane Paul M. Fischer Michael E. Friedman Karin M. Gale Jessica B. Gatzke Emma Grall Jean M. Hansen

Ryan J. Hanson Theodore E. Hart Tammy J. Hofstede Sherri L. Huff Angel M. Johnson Jeffrey W. Kowieski Nicholas S. Lascari Ryan Maniscalco Edwin A. Miller Shannon L. Morris Tricia Nielsen Steven A. Pullara John R. Reinhart Michael I. Ruby

Gregory L. Ryan Matthew J. Schaefer Thomas H. Schmitt Leniwati M. Siker Frederick J. Sitzberger Keana Spencer Angela C. Thomas Dennis F. Tomorsky Denise A. VandenbushKohlmann Jane M. Weiss Randall J. Wichinski

“For the past five years, I’ve worked with colleagues to help our legislators understand the value of lifelong learning. The new CPD requirements take effect December 2021. With rapidly changing laws and standards, all industry professionals must stay current. Continued study is required for the CPA profession to prosper, and our clients not only want, but demand, that we are subject-matter experts so we can help them make sound decisions.” Jeff Dewane, CPA, CGMA, CMA, MBA, Assistant Controller, Vinton Construction Co.

WISCONSIN TAXATION

The Wisconsin Taxation Committee regularly engages in dialogue with the Wisconsin Department of Revenue; discusses new developments in Wisconsin taxation matters; and keeps WICPA members informed of new developments in Wisconsin tax authority, practice and procedures. Kari A. Apel Michael A. Bark Nick N. Boegel Gregory G. Butler Iveta N. Carpenter Craig A. Cookle Tiffany M. Davister Jack E. De Young Barbara A. DeBaere-Poppy Jeffrey W. Dvorachek

Sarah L. Evans Steven C. Feurer Alyssa R. Geracie W. Richard Gerhard Michael J. Gordon Emma Grall John C. Healy Tammy J. Hofstede Laura A. James Jennifer E. Janecek

Henry A. Jasper Brian M. Kelley Richard J. Kollauf Steven J. Koritzinsky Gerri A. Kroepfl Kenneth A. Larsen Andrew J. Mathes William B. Mayer Nicholas J. Newhouse Thomas J. Nichols

YOUNG PROFESSIONALS

The Young Professionals Committee is focused on inspiring students to enter the accounting profession by promoting engagement, networking, event attendance and speaking to students in high schools and colleges. Kevin J. Behm Joseph W. Boucher Ross W. Bukouricz John Calewarts Christopher M. Cholka Ann L. Daugherty Kate M. Exner Andrew D. Faust Brooke K. Hanke Kayla M. Hembel Tammy J. Hofstede wicpa.org

Allyson J. Hofstede Haley M. Jones Conner Laabs Brooke Leiterman Paul A. Lukaszewski Thomas W. Magnor Bethany Manteufel Edwin A. Miller Leary Morris Kale Post Lacey M. Puls

Andrea C. Retzki Jesse W. Roberts Jose E. Saenz Megan E. Schultz Kortni Smith Kyle R. Stephens Barbara Vertein Brandon Wagner Charles J. Wendlandt Andrew D. Witt

William G. Nolan Daryl L. Ohland Karen J. Renner William J. Rewolinski Zachary R. Rieboldt James A. San Fillippo Crystal M. Schmit Richard A. Scott Paul M. Senger Jon P. Skavlem

Gregory A. Stein Dennis F. Tomorsky Dale G. Van De Loo Brad M. Voght Douglas R. Wendlandt Allan T. Young

“It has never been easy for me to walk into a room of new people and strike up a conversation, but being on the YP Committee has changed that. Now I usually know a few people from serving on the committee, and I can use my interest in committee events as a lead-in to make people aware of what we’re doing. The more I’m involved as a committee member, the more I find myself presenting myself more professionally and networking more effectively.” Ann L. Daugherty, CPA, Plant Assistant Controller, Rexnord LLC Thank You! 2019

YP Committee Builds Leadership Skills, Promotes the CPA Profession Getting involved is one way this professional stays motivated and engaged, and that’s just the start.

by Kyle Stephens , CPA

he WICPA Young Professionals Committee (YP Committee) assists with promoting the accounting profession to students at all levels of their education. So, how do we communicate the importance of the accounting profession? Let’s start with our target market: students. The YP Committee, in tandem with the WICPA Educational Foundation, has reinvigorated initiatives to not only visit as many state colleges and universities as possible, but also to discuss the profession at high schools, middle schools and elementary schools. While the message is slightly different depending on the age range, our goal is clear: Educate young people on what accountants do, why the CPA credential is important and how much opportunity there is in this profession. The AICPA estimates that 75 percent of today’s CPAs will retire over the next 15 years. Does that catch your attention? We need to think about what this means for young people searching for a future profession. To young people, this means the opportunity to make really good money in a stable, professional job. With 75 percent of our industry’s leaders retiring in the next 15 years, this leaves openings at the top of organizations—an awful lot of them. It also means flexibility. With that many accounting and financial jobs open, an accounting background affords entrants a ton of power over where and how they work. We’re already seeing it today. Who else have we aligned with to fight the good fight? The educators teaching the next batch of accountants. I had the opportunity to moderate a panel at last year’s WICPA High School Educator Accounting Symposium. My high school accounting teacher, an advocate for business and accounting professions, was in attendance. Seeing him reminded me that we can speak to classrooms once or twice a year, but

Thank You! 2019

if we have teachers on our side, we’re advocating for the profession daily. Promoting the profession helps our members build an intimate, well-rounded understanding of all the options available to CPAs. Whether it’s being a tax guru, IT auditor, AP manager, tax attorney or head of finance at a brewery (lucky me!), the options are endless if you choose to work hard and excel as a CPA.

“

The AICPA estimates that 75 percent of today's CPAs will retire over the next 15 years. Does that catch your attention? So what comes after choosing the CPA profession? You get involved! The YP Committee is the next step. Not only is it an excellent networking source to learn what others are doing with their credentials and careers, but it is also a way to give back. We give back by promoting the profession, as mentioned, and we give back to our respective communities. Our ranks are filled with individuals who team up with WICPA

staff and members to help students at Junior Achievement Biz Town and JA Finance Park multiple times a year. Most also hold one or more board seats at local nonprofit organizations and work with other community organizations in their free time. Getting to know other young professionals helps us understand that our skills are needed, and we can help better our communities. We’re also lucky enough to make a good living financially, so we are able to give back with our free time and dollars. On a personal level, the YP Committee helped me understand the opportunity that was in front of me and that I needed to sharpen my skills before getting where I wanted to be. I learned that providing tax, audit and compliance services wasn’t for me, but that these are essential building blocks for a CPA. I sat with controllers, CFOs and CEOs around the country while working in M&A. I learned the importance of mentors along my professional journey. The YP Committee helped bring me back home. It narrowed my focus: I could work to build something with people I look up to and give back to the community at the same time. I took the leap out of public accounting and into a fast-growing entrepreneurial business because I had seen the opportunity for those in our profession through the WICPA. I was able to align with an organization that not only emphasizes growth and the path to profitability but also focuses on “place”—on bettering our community. Thank you, WICPA members, for teaching me to take a risk. Thank you for reaching back to those coming after you and pulling them forward. Keep on doing what you do. Kyle Stephens, CPA, is vice president of administration and finance at Good City Brewing in Milwaukee. Contact him at 414-310-6144 or kyle@goodcitybrewing.com. wicpa.org

EXCELLENCE AWARD RECIPIENTS

The WICPA Excellence Awards recognize accounting professionals for their leadership, achievements and dedication to the profession.

ACCOUNTING STUDENT AWARD Brittany R. Greuel

Kenesha A. Coleman

This award recognizes a college accounting student for their commitment to success in the accounting field. The recipient will have demonstrated leadership skills, involvement in an accounting or business club and contributions to the community.

This award recognizes an individual for their dedication and commitment to community service activities at the local, regional or state level. The recipient has demonstrated leadership and positively impacted the community.

ACCOUNTING EDUCATOR AWARD Paul M. Fischer This award recognizes an accounting or business educator for their contributions in academia and the accounting profession. The nominee will have demonstrated innovative techniques in teaching and motivating students.

YOUNG PROFESSIONAL AWARD Kyle R. Stephens This award recognizes an individual age 35 or under who serves as an emerging and dynamic leader in the accounting profession. The recipient has demonstrated involvement within the community, has been engaged in one or more professional organizations and has served as an example for others entering the profession.

WOMAN TO WATCH AWARD Jessica M. Horning This award recognizes a female accounting professional. The recipient has demonstrated superior leadership, improvements in the workplace, significant contributions to the profession and mentorship of other professionals.

CPA IN PUBLIC ACCOUNTING AWARD Michael E. Friedman This award recognizes an individual who is a CPA working in public practice. The recipient has demonstrated significant achievements that have contributed to the success and growth of a firm.

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COMMUNITY SERVICE AWARD â&#x20AC;&#x201C; INDIVIDUAL

COMMUNITY SERVICE AWARD â&#x20AC;&#x201C; ORGANIZATION Vrakas CPAs + Advisors, Accepted by James A. Holmes This award recognizes an organization for their community service contributions at the local, regional or state level. The recipient has initiated or increased their community service activities and reinforced the profession's reputation for commitment to the public good.

BUSINESS & MANAGEMENT AWARD John R. Heindel This award recognizes an individual working in an accounting role in business and management. The recipient has demonstrated blending information technology, financial decision-making and progressive management techniques that have helped a business move forward.

DIVERSITY & INCLUSION IMPACT AWARD Angel M. Johnson This award recognizes an individual who champions diversity and inclusiveness in the accounting profession. The recipient has demonstrated impactful contributions through organization initiatives, engagement in mentoring or coaching programs or promoted diversity initiatives through other organizations.

DISTINGUISHED CAREER AWARD Timothy L. Christen This award recognizes an individual for their outstanding achievements and efforts throughout their career. The recipient has demonstrated exemplary leadership and ongoing commitment of service to advance the accounting profession, the WICPA and the community.

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MEMBERSHIP MILESTONES

1-YEAR MEMBERS Amy Adams Idette K. Adams Karl T. Ahonen Derek Anliker James F. Arnold Marla D. Ayotte Brian Backhaus Jay M. Baehman Kipalee K. Bakken Mikayla Bakken Sarah Barth Brittany K. Bauknecht Marc Belanger Jaclyn L. Bell Albert Benish April L. Bennett Katherine Bennett Kylie A. Bennett Brett Benning Lauren Bergendahl Brian J. Berger Michelle Bertini Nikki Billings Carissa R. Birschbach Ariel M. Bloniarz Kimberly J. Boots Kelly Bourbon Shelby Bowe Kelley Boyle Eileen Brancel Cynthia Brinkman Nicole Bruesewitz Jessica Burks Megan M. Cahill Kelli Cairo Traci M. Campnell Katherine D. Cerotzke Anthony Chan Adam L. Christianson Emalea O. Cogdill Courtney M. Coonen Morgan R. Costello Ali R. Court Samuel J. Crahan Joy A. Darrow

Thank You! 2019

Alex M. Dati Jacob A. Day Michelle De Marco David Del Ponte Cassandra Dewhurst Andy Diehl Jaime N. Dobbins Travis Doying Shannon H. Drewry Amy M. Duarte Ada Duffey Chad Durkee Robin Earleywine Morgan A. Easter Kari L. Ebben Emily Edelstein Katrina J. Elgersma Heidi M. Ellertson Deann M. Faubel Lisa A. Fenhaus-Johnson Chad Figueroa Maria D. Frederick Katrina Freund Garrett M. Friedel Kevin Fulcer Michael Gabor Kathryn Garrow Peter Gehring Christina L. Gerharz Brittany J. Gerth Kassel Emily K. Gill Kristen Glatzel Jason Goede Barb Gonnering David J. Goodman Samantha Goss Thomas Grabow Alexandra Graff Taylor P. Grant Katie Grassel Ludvika K. Gryskiewicz Lynn L. Guerrero Aaron Gulotta David M. Hackbarth Gregory D. Hagestad

Jeffrey J. Haneline Steven L. Hanson Wendy Hanson Emily Harris Stephen A. Heberer Nicholas Heger Beth A. Heinen Thomas D. Hereley Marian G. Hessler Ben Hively Nicole D. Hoffmann Rachel Hoffmann Colton Hogenkamp Abigail Holtan Jessica Holzmann Jennifer Homeyer Robert D. Houle Ann V. Howard Allison E. Huey Alex Hustad Dan Huybers Cindy Ibric Timothy M. Jacklin Alyssa M. Jensen Alexander R. Johnson Michelle Johnson Haley M. Jones Robyn K. Just Natalie Kalscheur Craig D. Kammholz Rury M. Karch Dillon J. Karst Mary Patricia Kehoe Leslie A. Kelley Brian P. Kennedy Jared W. Kindschi Samantha A. Kjelstad Cynthia Knutson Justin F. Koppa Lydia R. Kopras Kristin M. Kozlovsky Jubilee Krump Heather M. Kuester Cherie L. Kurtz Kelly LaBarr

Lynda A. LaCasse Linda T. LaChance Brian W. Ladd Joe LaDue Andrew LaFleur Austin J. Larsh Amanda J. Larson Valerie A. Leitzen Daniel K. Lemke Jordan R. Lenzner Nicholas Leonard Michelle A. Liston Kenneth Lopez Matthew Lorenz Katelynn Lorenzi Jillian L. Lucas Zachary T. Lynn Kyle J. Maier Trevor J. Maki Ethan J. Malofsky Audrey Manser Denise Markee Santosha A. Martinez Michael Matuszak Joshua R. Mayfield Nataliya McDonald Scott M. McGuigan Emily McGuire Logan A. McNamer Monica McNaughton Nathan J. Meyer Brian Michalica Calahan Miller Melissa A. Miller Sean M. Miller Patrick J. Modjeski Dustin R. Monroe Nicole Moriarity Shannon L. Morris Ryan Mudge Kyle M. Neitzel Rebecca A. Nelsen Ashley M. Nelson Matthew Nicgorski Andrea Niedermann

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MEMBERSHIP MILESTONES

1-YEAR MEMBERS, CONT. Bobola T. Odebiyi Bret M. ONeal Dana S. Outhouse Nicholas S. Palm Jon Palmen Yongho Park Brian M. Paulos Chad M. Pekrul Reed A. Pentek Christopher A. Peterson Kristin Peterson Katarina Petrovic William T. Podewils Megan Pokrandt Perry G. Porcaro David J. Possin Bret J. Priaulx Sue Putterman James Raiche

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Aaron B. Ranke Brenna Rathsack Amy R. Raven Richard A. Reale II Andrea C. Retzki Noah J. Ricker David Riesing Kely V. Rodriguez Amelia R. Roemer Megan E. Rosenberg James Rosing Bryce Rudesill Edward H. Rueter Jose E. Saenz Lori A. Schiller Ellyn Schmelz Ryan E. Schorbahn Brittany Schumacher Joshua R. Schwagerl

Melissa S. Schwartz Michael Seng Shaun Sesvold Kelley Skaletski Justine Small Peter Smiley Kevin T. Smith Melissa L. Smith Elan D. Solvik Carl K. Sorge Keana Spencer Thomas J. St John Alex D. Stanfield Reggie Stauss Samantha R. Steinbach Matthew J. Stephanie David Stoiber Robert W. Strutz Aaron J. Swanson

Nicole M. Tarlton Matthew C. Thompson Richard A. Tobias Micah Torgerson Robert B. Traylor Rebecca Van Kauwenberg Kassandra M. Vaness Andrew J. Vig Jodi Waldal Codie Watson Melissa P. Werner Steve Wierschem Vincent Williams Michael J. Winkler Nathan Witt Leah Yehle Andrew Ylvisaker Joe Zablotney Nicole Zignego

Thank You! 2019

MEMBERSHIP MILESTONES

5-YEAR MEMBERS Lindsey C. Akre Bruce C. Arensmeier Austin J. Ayers Eric D. Babler Benjamin L. Baker Stacy L. Baker Karen A. Behl Kevin J. Behm Mark Bichler Dawn J. Blaylock Caryn J. Boegel Melanie A. Bosar Joseph W. Boucher III Matthew R. Buening Austin P. Burby Sara J. Burling Patrick E. Burr Jamie Caldwell John Calewarts Amber C. Castro Megan A. Cera Jessica Christenson Ryan M. Corcoran Lorena C. Craig Michel J. Danahar Mitch E. Davis Amanda J. Degenhardt Leann S. Eddingsaas Geoffrey J. Edwards James D. Emmerich III Gregory D. Eul Monica Falkenstein Tori M. Farmer Tiffany L. Faust Christopher M. Fearn Ann Fillion David M. Fochs Jr. Melissa Fochs Anthony G. Franda Douglas C. Freidag Eric G. Freund Shaun A. Geracie Nicholas J. Goeman Alexandra L. Goldman Bradley J. Gratz

Thank You! 2019

The WICPA honored members celebrating 5 years of membership at the 2019 WICPA Member Recognition Banquet and Annual Business Meeting on May 9 at the Milwaukee Marriott West in Waukesha.

Chad J. Hable Matthew J. Hall Nate L. Hansen Nicholas J. Heckenkamp Jared J. Heimerl Allyson J. Hofstede Nicole D. Hoy Craig A. Huisman Joseph P. Imhoff Sara J. Jacobson Anamarie Jezo Holly L. Johnson Rebecca A. Jordan Jamie Kernan Lisa R. Kiefer Sara E. Kissling Jacob Kneusel Leif E. Knudsen Adam J. Kuczynski Steven P. Lacy Bryan J. Lehner Kelcey R. Leitl Travis R. Lemke

Karryn L. Leong Erin Lewis Adam A. Liebl Patrick Malloy Bryan McDonald Morgan Melka Kathryn Moriarty Christopher M. Morrissey Rebecca A. Muehl Kalisa K. Nampel Krystle R. Nelson Amanda Newton Matthew J. Nitka Jessica A. Nylen Ryan O'Donnell Melanie A. Ott Anthony H. Palmen Joseph E. Paulus Jennifer J. Porath Leeann M. Prochaska Rhett M. Reuter John P. Ristow Emily Sager

Jared L. Scheunemann Cassandra A. Schmitz Lauren R. Schmitz Miranda L. Schultz Chad E. Shafer Himanshu Sharma Sara A. Simon Philip J. Smith Amy K. Spahr Craig J. Stuebs Ramona Thornton Holly M. Triplett John Van Den Plas Andrea M. Virsnieks Matthew Walter Susan M. Wawrzyn Robert R. Weber Claudia S. Weinberger Sara S. Wiegel Kyle S. Wierzba Amanda M. Wondra Andrew J. Ziegler Robert Zuengler

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MEMBERSHIP MILESTONES

10-YEAR MEMBERS April L. Anderson Eric S. Aronson Brian T. Baumgart Kyle J. Beld Adrienne Benzschawel Karyn A. Borucki Douglas M. Brienzo Jennifer Burns Kyle A. Chuck Kelly M. Conway Andrew C. Cordova Kelly M. Daniels Amber Danielski Clifton Decker Amie Dragoo Jeff P. Drake Chad J. Ellingson Diana C. Endres Brent T. Engelsma Sarah E. Fisher Jennifer M. Goemans Jaimie L. Goette Tracy M. Grosskreutz Briana K. Hall John R. Hecht Greta L. Heike Kevin M. Heisler Michael J. Hiller Lindsay A. Hochkammer Jessica M. Horning Timothy A. Hosch Patricia J. Howen Eric D. Humfeld Michael J. Jagodinski Carmen I. Jeschke Craig D. Keleher Gina Koberle Nicole C. Kraus Mark D. Krebsbach Keith G. LaCosse Ryan J. Lay Jonathon P. Lee Traci K. Leffel David J. Lewis Felicia A. Lewis

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The WICPA honored members celebrating 10 years of membership at the 2019 WICPA Member Recognition Banquet and Annual Business Meeting on May 9 at the Milwaukee Marriott West in Waukesha.

Sarah Lindgren Matthew A. Los Kyle B. Mair Stacy Marklein Theresa McClurg April M. Menz Jennifer J. Milkus Danielle M. Moyer Kristina M. Odermann Amanda Paskey Dirk M. Pfeil Michael Phalin Jeffrey J. Pierce Michael R. Proulx Rachel Ratkowski Leslie A. Reinke Julie M. Ripple Mary D. Roelke Justin J. Schneider Heather R. Schowalter Laura H. Schuetze Zachary E. Shellman Anthony C. Staniak Kristin L. Tyczkowski Brian M. Valiquette

Lisa M. Van Lieshout Eric M. Vande Zande Lora L. Vandevoorde Michael R. Webber Jonathon R. Wendorf

Richard C. Wolosek Kyle M. Worcester Laura R. Zach Gwendolynn J. Zech

Thank You! 2019

MEMBERSHIP MILESTONES

25-YEAR MEMBERS James J. Ackerman Cheryl A. Alderson Barbara G. Bader Cindy M. Ballweg Allen A. Barger Brian B. Barnhardt Robert C. Bauer Dawn M. Behling Mary J. Behling Carolyn R. Behn Danny R. Beine Nicholas M. Berich Anthony J. Berndt Jennifer M. Bogli Michael K. Bowe Richard A. Braatz Mary J. Brantner James S. Broenen John E. Burzynski Robert D. Campbell Julie A. Cashman-Kuhn Carol A. Christnovich Christopher J. Cincera Sherri L. Ciolkosz Michela J. Cobb Mark Q. Cole Mark P. DeBroux James B. Devine William J. Diedrich Michael P. Doberstein James S. Domach Brian K. Donley David L. Dray Laura J. Egelseer Kevin P. Ellis Katherine A. Evans Karen M. Fantl Kim A. Fehlhaber James R. Felhofer James N. Filicetti Thomas I. Flenz Todd J. Flunker David C. Fohr Jacquie A. Fossett Daniel G. Fox Terrie J. Gaarder Robert T. Ganschow 26

Thank You! 2019

Cynthia A. Gebert Robert C. Goldie Christopher J. Gramling Pauline Grant Kurt E. Gresens Aaron M. Grundman Kathryn J. Guralski Paul J. Hayden Mark G. Hayes Mary Jo Heim Ronald O. Helstad Richard H. Hiley David J. Honan Susan M. Hullin Wade R. Huseth Ned A. Jacquart Edward R. Jaekel Steven D. Jennerjohn Nancy J. Kaiser David A. Kamke Vance Kapalczynski David R. Karls Michael J. Kawula Michael S. Keefe John R. Kellerman Michael R. Kendhammer Thomas M. Keuler Allan B. Klatt Susan M. Klein Philip G. Klink Lori A. Koblitz Kevin M. Koehler Andrew C. Komisar Brian J. Kraus John D. Krause Ann M. Kubik Todd C. Kuzminski Scott A. Larsen David A. Lauer Karen R. Lauterbach Wendy M. Lax Roxanne M. Lee Todd J. Lentz Daniel A. Lightfuss Bonnie S. Lilley Rick F. Lonigro Robert D. Love

The WICPA honored members celebrating 25 years of membership at the 2019 WICPA Member Recognition Banquet and Annual Business Meeting on May 9 at the Milwaukee Marriott West in Waukesha.

David L. Maccoux Richard L. Madden Kathleen A. Markham Aaron R. Marshall Jon E. Martin Diane L. Matoska Jeffrey A. May Cheryl A. Mayer Carol M. McHugh Debra J. Meyer Cari A. Michel Timothy J. Milius Jean E. Mohr Daniel J. Molter Scott D. Monson David E. Nadolski Jon J. O'Donahue Daryl L. Ohland Daniel C. Paltz David I. Papermaster Ann M. Pascavis Prudence K. Petrykowski Joan M. Phillips Steven J. Pope Todd J. Poppe Susan M. Porter Brian S. Potter Brian A. Priebe Keith G. Propson

Mark W. Rabas Kenneth C. Rader Jr Michael L. Redman Deborah M. Robb Lisa A. Rose Jeanne M. Rotter Michael I. Ruby Kelly R. Runge Sandra M. Samse Gary J. Sanderson Michael J. Schaefers LeAnne M. Schindler Paul J. Schmanski William D. Schmidt Thomas H. Schmitt Jeanine D. Schoen Jodi L. Schoerner Joanne M. Schultz Jeffrey S. Sefzik Steven B. Seymour David J. Skaletski Thomas P. Skelton Christopher J. Slusar Dan E. Smith Thomas C. Smits Heather L. Stevlingson Daniel R. Stingl Gaylene A. Stingl Thomas B. Stitgen

Matthew J. Stockinger Barbara A. Stransky Sandra L. Strelka Matthew J. Suby John M. Suchla Barbara A. Tallmadge Joseph R. Toonen Thomas E. Unke William R. Vande Voort Lynn M. Vannieuwenhoven Annette Y. Virlee Edward P. Voet Gregory J. VonDerVellen Michael J. Vorlob Daniel D. Wahlin Dale R. Ward Paul G. Wautier Timothy R. Weltzien Susan B. Welz Karen M. Wesley Carole M. Westrich Ann Marie Wick Robert P. Williams Carol M. Winters Andrew T. Witt Cheryl J. Wittmann

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MEMBERSHIP MILESTONES

40-YEAR MEMBERS James R. Anderson Scott L. Anderson Kenneth S. Aronson Thomas C. Aschenbrenner Ronald C. Berman Douglas A. Bessette Victor E. Bethke Lawrence C. Bittner Ridge A. Braunschweig Donald A. Bristol Ralph D. Bultman Bruce T. Champion G. K. Chinoy Gary A. Christens Paul M. Daly Carla R. DenHartigh Dale L. Ebert William P. Fogarty Delford F. Freiboth Blake J. Fritz Michael J. Garvey Patrick G. Gosz John J. Hack David A. Hagen H M. Hein Sharon L. Henning Gilbert M. Hietpas James A. Horman Patricia R. Huettl Robert L. Hukkanen Jeffery D. Jensen Wesley R. Jones Jeffrey R. Kargus John J. Kita John A. Knepel Sr Randall F. Koch David D. Kohlmeyer William L. Komisar Lawrence J. Koth Frederick G. Kraegel David W. Kumm Jeffrey T. Kunz Thomas N. Landgraf Craig D. Legener Dennis H. Locy

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The WICPA honored members celebrating 40 years of membership at the 2019 WICPA Member Recognition Banquet and Annual Business Meeting on May 9 at the Milwaukee Marriott West in Waukesha.

David J. Loomis Larry D. Maples Senator Howard L. Marklein Melvin V. Mathison Peter L. McCall Steve A. Miscikowski Charles A. Musial Randy S. Nelson Gregor E. Nigh Scott A. Nyholm Roger M. Orlady Fredrick F. Oswald Russell R. Ritschke Kenneth P. Rose Michael T. Rotroff Jeffrey L. Schleicher Steven L. Schmeisser Michael P. Schnell Marlene M. Scholz Scott J. Schuppe Richard D. Schutte Mary K. Scrivner Kenneth M. Smith Mark R. Sondergard Donald R. Stacy

Gerald J. Stadtmueller Eugene J. Stangel David H. Steenblock Stephen F. Storch Brian S. Stotlar Jack P. Tagliavia Michael L. Theis Guy O. Theune Paul J. Thornburgh Arthur C. Tillman

Richard A. Vanden Heuvel Dale E. Visgar Steven R. Volz James J. Waters Barbara H. Webb Daniel L. Wieselman Paul E. Wild Clifford A. Williams Thomas D. Wolfgram Dale A. Wood

Thank You! 2019

MEMBERSHIP MILESTONES

50-YEAR MEMBERS

The WICPA honored members celebrating 50 years of membership at the 2019 WICPA Member Recognition Banquet and Annual Business Meeting on May 9 at the Milwaukee Marriott West in Waukesha.

Donald L. Bailey Richard L. Blamey Lynn F. Bohm Myron G. Buss Norman S. Cerk Michael T. Crowley Jr. Wayne W. Demuth James W. Dixon Jr. James L. Dorman Ronald A. Drought Louis J. Fohr Joel D. Garlock Jeffrey A. Gerstner Elmer W. Glaeske Richard C. Gordon Marvin E. Groth Edward L. Hahn John A. Haider John L. Heilbronner Jon N. Homstad G. Michael Horn Dale W. Johnson

Thank You! 2019

Michael A. Juneau Richard J. Karls Stanley C. Kiefer Richard C. Kleinfeldt Steven C. Klima Robert P. Kult John S. Lund Paul K. Lundsten Lewis J. Marshak Alan E. Matsoff Brian J. McMahon Richard A. Meier Duane L. Neuendorf Carl I. Nickel David M. Paulus James E. Peters Ronald J. Renier John N. Rohatsch Paul L. Runkel Robert H. Salzwedel Roger H. Schroeder Merlin J. Schumann

Larry E. Vangen John P. Warren Jr. Thomas B. Weis

Jerry J. Weygandt Norbert F. Whittle Martin Zuckerman

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CONTRIBUTIONS

CPAC & LIF CONTRIBUTORS Jan. 2018 â&#x20AC;&#x201C; Dec. 2018 Heather S. Acker

Lisa M. Cribben

Brian M. Gunderson

Keith A. Krueger

Michael D. Akers

Mark P. DeBroux

Douglas W. Haag

Mark P. Kruncos

William R. Ahlstrom Ronald J. Altenburg

Christine M. Anderson Brandon D. Andries Nicholas G. Ansley Inga M. Arendt

Christa M. Baldridge Anthony J. Balistreri Paul H. Barstad

Roberta L. Bastle Paul F. Batchelor Mary J. Behling Todd A. Behm

Danny R. Beine

Timothy J. Beine

Michael R. Benes

Donald N. Bernards Todd C. Bernhardt Douglas K. Berry

Jeffrey T. Blattner Brian G. Bohman

Marci A. Boyarski Kelly J. Bradley

Jeffrey J. Bramschreiber James D. Brandenburg Melaine D. Brandt Jamie C. Brown

Maria V. Bruggink

Deborah A. Bukouricz Gregory G. Butler Daniel E. Buttke

Leanne R. Buttke

Todd A. Carpenter

Stephanie J. Cavadeas Lonny J. Charles

Kevin L. Cherney

Nancy A. Cherney

Justin C. Chesbrough Lee J. Christensen

Crystal L. Christenson

David O. Christianson Craig A. Cookle

Robert J. Cottingham

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Christine M. Dahlhauser Kenneth P. Demerath Paul G. Denis

Gerald E. Denor

Brad W. DeNoyer Chad R. Derenne

Katherine A. Diederich Mark V. Diederich

Andrew N. Dilling Jodi L. Dobson Rick E. Dreher

Amy M. Driessen

Jeffrey W. Dvorachek

Matthew P. Eckelberg Barbara G. Ecklond Wayne Ehlert

Thomas J. Eling

Brent T. Engelsma Mark O. Faanes Phillip D. Fader

Anthony D. Faust Linda J. Feirn

Christine M. Fenske

Michael F. Fitzpatrick Bradley G. Frank

Stephen L. Franke

Michael E. Friedman Sandra L. Friess Sara L. Funk

Karin M. Gale

Robert T. Ganschow Joshua D. Ganshert Lynn M. Gardinier

Stephanie L. Gensler Thomas J. Giesen David J. Globig

Daniel R. Glomski Carla A. Gogin

Nicole L. Gralapp Kurt E. Gresens

Thomas L. Grimm Jeffrey A. Gross

Bryan F. Grunewald

Michael G. Gustafson Randall W. Hackbarth Todd D. Hagedorn

Lonnie P. Hampton

Christopher J. Handrick Monica M. Hauser

William J. Heilbronner John R. Heindel

William G. Heinrich

Vicki V. Hellenbrand Kim K. Heller

Christopher J. Hendricks Kevin R. Heppner Russell A. Hissom Patrick G. Hoffert

Tammy J. Hofstede Traci J. Hollister

John R. Honadel Terry L. Hoover

Kirsten M. Houghton Laura Huggett

Tina M. Huisman Wade R. Huseth Bruce R. Hutler

Kevin M. Janke

Henry A. Jasper Jane F. Jerzak

Randy L. Juedes Neil R. Keller

Michael R. Kendhammer Karen K. Kerber

Philip S. Klemme Brian Knoll

Mark S. Koehl Holly A. Kohl

Corey J. Kolbe

Todd W. Kostman

Daniel T. Koszalinski Keith E. Koszarek

Jeffrey W. Kowieski John D. Krause

Thomas M. Krieg

Tony G. Kromanaker

Kurtiss R. Krueger Gregory J. Ksicinski

Michael G. Kuechler Keith A. Kulas

Bradley E. Kussow

Wendy L. Landrum

Kenneth J. Lardinois David S. Laske Ryan Laughlin

Abraham H. Leis

Brian J. Lightfield Terri M. Lillesand

Kevin M. Loomans

Jessica H. Mac Naughton David L. Maccoux

Matthew Macdonald Alan M. Mader

Randy S. Mahoney

James J. Malczewski Ryan Maniscalco Carl L. Marzolf

Martin P. Mathias Zachary Mayer

Tami W. McCann

Joshua M. Meinen

Deanna Merryfield James R. Michels Mark W. Miller

Randall L. Miller

Thomas J. Milliken Mary C. Miske

Karen A. Monfre

Wayne T. Morgan Dale E. Muehl

Todd A. Mueller Josh Mueth

Andrew Mugerauer Jeffrey R. Munger Craig D. Nelson Scott A. Nelson Patrick J. Ness

Joel G. Nettesheim Chad M. O'Brien

Thank You! 2019

CONTRIBUTIONS

CPAC & LIF CONTRIBUTORS, CONT. Daniel T. OConnor Daniel J. O'Leary James A. Olson Jeff Oonk Susan M. Pable Jason Page Krista K. Pankop Bryan L. Pautsch Jacob R. Peters Daniel P. Pichler Holly S. Pokrandt John F. Prophet Steven A. Pullara William J. Ritchay Christopher D. Roble Lucas A. Rocole Norman H. Roller Michael I. Ruby Kelly R. Runge David J. Rupp Michael P. Rusch Barry S. Sattell John L. Schafer Kevin D. Schalk Joseph F. Schirger Jr. Gerald J. Schmit Jr. Justin J. Schneider Corina R. Schoenke Eugene R. Schramka Carl E. Schultz Scott R. Schumacher

John H. Schwab Daniel A. Schwarz Richard A. Scott Thomas J. Sheahan Jill L. Sherry Kimberly M. Shult Frederick J. Sitzberger Gina C. Skibo Andy W. Slinger Carrie S. Small Carver Smith III James A. Smolinski Mark S. Sobczak Gregory A. Sofra Mark J. Spaeth James R. Stahl Terry T. Strittmater Brian J. Strnad Daniel T. Szidon Edward M. Terry Steven M. Thompson Denes L. Tobie Dennis F. Tomorsky Jason M. Totzke Jonathan T. Trautman Corey C. Tremaine Eric P. Trost Wendi M. Unger Thomas E. Unke Christopher R. Van Straten Mark G. Vance

Matthew P. Vanderloo Michael R. Vesel Brent R. Wagner James J. Wagner Brian H. Walczak Dan C. Walker Roberta A. Ward Robert C. Watson Peter J. Wautlet David A. Weber Theran J. Welsh

Mary J. Werner Glen E. Weyenberg John P. Wisniewski Russell L. Wolff William A. Wong Aaron W. Worthman Daniel J. Young Laura R. Zach Kenneth R. Zacharias Chad M. Zeller Robert D. Zemple III

Making voices heard Making regular donations to the WICPA Political Action Committee (CPAC) or the WICPA Legislative Involvement Fund (LIF) ensures that the accounting profession continues to have a strong presence in Wisconsinâ&#x20AC;&#x2122;s legislative regulatory activities.

Thank You! 2019

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DONATIONS

WICPA EDUCATIONAL FOUNDATION DONORS May 2018 â&#x20AC;&#x201C; April 2019 Lawrence W. Abler Michelle M. Adams William R. Ahlstrom Robert L. Albrecht Ronald J. Altenburg John C. Andres Richard J. Anheier Laura J. Arnow Harold B. Averkamp Donald J. Becker William C. Beisenstein David A. Benner Kathryn L. Bennett Michael J. Berns Sr. Lawrence C. Bittner James R. Blinka Barry E. Borchert Erin J. Breber Merlin E. Breunig David J. Broberg Mike Bruflat Marvin A. Busta Scott A. Butzer Suanne M. Cain Raimond Cerbins Jon S. Chamberlain David G. Chapman Christopher M. Cholka Edward H. Cichurski Michela J. Cobb Dorothy Conduah Robert E. Cook Joann Noe Cross Jeffrey A. Davis Curtis M. Day Suzanne M. Denzine Patti L. Desrosier William G. DeWitt Linda S. Dicks Richard A. Dieffenbach Peter J. Doemel Deidre A. Erwin Jennifer Fahey Fred G. Farris

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Michael O. Festge Delores M. Fischer David C. Fohr Karl E. Fraedrich Spencer L. Francis Scott E. Fredrick Gary H. Friedman Michael E. Friedman Anthony J. Fuerst Jon C. Gage Randall J. Garrity David M. Geertsen Sharon A. Geertsen W. Richard Gerhard John A. Gerold Alan J. Giuffre Gene A. Gohlke Robert C. Goldie Kurt E. Gresens Randall S. Grobe Douglas W. Haag David A. Hagen John A. Haider Jean M. Hansen Ryan J. Hanson Walter T. Harmann Martin G. Hartwig Robert F. Hartzheim Jr. Scott R. Haumersen Katherine L. Hauser Daniel J. Heerey John R. Heindel William G. Heinrich Keith D. Helm James R. Herman Joy L. Hertlein John M. Hicks Patrick G. Hoffert Steven A. Hollmann Jon N. Homstad Jessica M. Horning James R. Hornung Michael J. Howard Joseph P. Imhoff

George S. Jaloviar

Tricia A. Knight

Maria Jarvi

William L. Komisar

Mark A. Janke

Jeffrey A. Jaschinski Dale W. Johnson

David M. Johnson

Elizabeth R. Johnson Robert W. Jonet

Ruth A. Kallio-Mielke David A. Kamke Carl F. Kantner Marci S. Katz

John R. Kellerman James W. Kiefer Madalyn Kieker

David E. Kimpel Natasha L. King

Raymond W. Kitson Fr. Kurtis J. Klismet Beverly A. Klumph

Thomas J. Kohl

Thomas L. Koops

Thomas H. Koplin

Rosanna L. Kopling Thomas G. Kortas Jason R. Krentz Glenn R. Krieg

Bernard Kristal Ann T. Kropp

Keith A. Kulas Robert P. Kult

Mary L. La Macchia

Gregory P. LaFreniere Lawrence Lauwasser Jack G. Lee III Debra L. Lenz

Terri M. Lillesand

Peter C. Loughrin

Thank You! 2019

DONATIONS

WICPA EDUCATIONAL FOUNDATION DONORS Robert D. Love Frederick T. Lundin David J. Magruder Dawn M. Mau William B. Mayer Amanda R. Mboga Krista M. McMasters Patrick B. Mehigan William P. Merrick Steven Meyerson Thomas L. Mickelson Glen A. Milkus Eugene J. Miller James P. Miller William D. Miller Steve A. Miscikowski Robert J. Nenahlo Terence A. Niewolny Dale A. Nordeen Daniel J. O'Leary William C. O'Loughlin Wayne E. Olsen Danica E. Olson Jade W. Olson Gerald A. Ontko David G. Page Thomas J. Pamperin Mills C. Perry Sandra M. Peterson Ray Petkovsek John W. Pierquet William T. Podewils Thomas J. Polacek Gerald E. Powers Steven A. Pullara Keith A. Radke Richard A. Reale II James S. Repp Travis L. Roberts Patrick W. Romenesko Kenneth P. Rose Carl J. Rudolph Henry A. Rueden Matthew J. Schaefer Ruth Schenning

Thank You! 2019

David K. Schlichting LeRoy C. Schmidt Thomas J. Schoenecker Harold L. Schroeder Jayna K. Schultz Richard B. Schultz Kimberly M. Shult Kelly M. Sics Suzanne M. Simonz Christian A. Slaats Dan E. Smith Jane M. Somers Michael P. Steffes Thomas R. Stolper Terry T. Strittmater Mary E. Stroud John F. Suby William S. Tatman Rick J. Taylor Edward M. Terry Angela C. Thomas Dennis F. Tomorsky Brian G. Towne Kim L. Tredinnick Debra M. Trost James F. Tullis Wendi M. Unger Carol A. Valley Jon G. Van Drisse Lynn T. Visser-Young John R. Walicki Larry A. Walley Roberta A. Ward Thomas H. Weingarten Debra R. Welch Joseph P. Wenzler Lori A. Wermuth Jerry J. Weygandt Norbert F. Whittle Randall J. Wichinski Thomas G. Wieland Susan M. Wilcox Dennis G. Wojahn James W. Woloszyk

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