Thank You! 2016 Edition by WICPA

THA ANK YOU Thank You!

We would like to recognize our members who volunteer their

time, talent and financial support to shape the WICPA and CPA profession. Members often share with us that there are many benefits of volunteering, including opportunities to: • give back to the profession

• teach and learn something new

• grow their speaking, writing and leadership skills

• make a difference in the future of the organization, and

• instill excitement in the next generation of professionals.

This new publication highlights members who have made

an impact on other members and the CPA profession. It also

explores the many opportunities for involvement and personal

and professional growth. Thank you to those members who have

volunteered and to those members who are inspired to volunteer.

Dennis F. Tomorsky,

President & Chief Executive Officer, WICPA

Thank You! Recognizing the involvement and milestones of WICPA members

CONTENTS:

BOARDS WICPA WICPA Educational Foundation

3-8

COMMITTEES Accounting Careers Editorial Planning Ethics Excellence Awards Federal Taxation Finance Peer Review Public Policy Strategic Planning Wisconsin Taxation Young Professionals

9-11

TASK FORCES Accounting, Auditing & Financial Management Conference Bylaw Update Competency Enhancement CPAs in Industry Fall Conference CPAs in Industry Spring Conference Financial Institutions Conference Nonprofit & Health Care Financial Conference School District Audit Conference Tax Conference

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12-21

22-28

Accounting Career Awareness Grants CPE speakers (Conferences, seminars and breakfast programs) DECA judges Focus groups High school & college speakers 0 High school speakers 0 College speakers 0 Students & Leaders Network High School Educators Accounting Symposium and WEBIT Junior Achievement Reading Makes Cents speakers Reality Stores Writing for WICPA publications 0 CPA2b 0 On Balance 0 The Bottom Line Young Entrepreneurial Scholars (YES) program

1 Year 5 Years 10 Years 25 Years 50+ Years

OUTREACH

MEMBERSHIP MILESTONES

29-32

DONATIONS CPAC/LIF WICPA Educational Foundation

THANK YOU! (WICPA staff photo) A special thank you to our photographers: Mark Hines, Janet McMillan, Adam Ryan Morris & Front Room Photography Thank You! 2016

BOARDS WICPA BOARD OF DIRECTORS The WICPA Board of Directors provides strategic governance in accordance with the WICPA strategic plan, mission and vision. The board ensures the WICPA serves the diverse needs of members, enhances professional competency, promotes the value of members and the profession, advocates on behalf of the profession and builds community among members. Lucien A. Beaudry Kyle J. Beld Karla E. Blair Steven G. Handrick Jean M. Hansen Ryan J. Hanson Katherine L. Hauser Joy L. Hertlein

Neil R. Keller William L. Komisar Nicholas S. Lascari Matthew A. Los Scott D. Miller Gregory L. Ryan Wendi M. Unger

“When I joined the WICPA, a mentor advised me to get involved. He told me that I would receive the greatest value from the WICPA by developing relationships with my colleagues and becoming integrated in the WICPA community. It was great advice! I have worked with amazing people, and made some life-long friends, while serving on the WICPA Board and tax committees.” Lucien A. Beaudry

Shareholder, Reinhart Boerner Van Deuren, s.c.

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 several programs to increase awareness and enhance perceptions of the CPA profession by educating students, educators and the public about the exciting, challenging opportunities available to CPAs. Christopher M. Cholka Dorothy Conduah Michael E. Friedman Elizabeth Hazi Kevin M. Heil John R. Heindel Diana L. Henke

Thank You! 2016

Joy L. Hertlein Renee M. Johnson Debra L. Lenz Darci L. Middaugh Randall J. Wichinski Boula Xiong

“Being a director on the WICPA Educational Foundation Board has allowed me to give back to and help grow the profession that has given so much to me. The board provides scholarships and opportunities to future CPAs and funds initiatives that create awareness of the accounting profession. I enjoyed meeting and working with the future generation of accounting professionals, and I would encourage everyone to become involved with this rewarding experience.” Debra L. Lenz

Audit Lead, Harley-Davidson, Inc.

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COMMITTEES ACCOUNTING CAREERS The Accounting Careers Committee promotes, educates and excites students about the changing roles and unlimited career opportunities as a CPA. Alka Arora Joshua Baumann Mark Bichler Sara J. Burling Anthony E. Caruso Christopher M. Cholka Dorothy Conduah Tiffany M. Davister Robert V. Du Charme Jon C. Gaines Michelle Goetsch

Kevin M. Heil Diana L. Henke Audra S. Hoffmann Dana R. Hurda Renee M. Johnson Neil R. Keller Amy L. Kowalchuk Lindsey B. Kromm Sydney N. Nelson Todd B. Rakowski Arlene A. Roche

Valerie Schneider Barb A. Schuetz Kelly M. Sics Carolyn L. Stittleburg Scott M. Syrjala Dennis F. Tomorsky Jane M. Weiss Adam J. Woznicki Boula Xiong

“My decision to join the Accounting Careers Committee tied in with my hopes to engage minority students and encourage them to consider accounting as a career choice. It's important to let all students know that accounting is not all about debits and credits and that there are many different paths that they can take after completing their accounting degree.” Boula Xiong

Financial Specialist Advanced, Wisconsin Department of Workforce Development Division of Vocational Rehabilitation

EDITORIAL PLANNING The Editorial Planning Committee evaluates the content published in On Balance magazine at an annual editorial planning meeting. Members of the committee share issues and trends affecting their business, clients and the accounting profession. Feedback is used to plan the editorial calendar for the coming year. Melodi L. Bunting Stephanie J. Geurts Patrick G. Hoffert Stacy A. Stinson

“Working on the Editorial Planning Committee gave me a chance to understand more about the work that goes into creating the On Balance publication. So many times we sit back and wish things were different but as a committee member, I was able to give insight into what we are doing in the private sector and what I see as important for the future articles. The time commitment was minimal, which goes to show that getting involved and making a difference does not always equal more time.” Stacy A. Stinson

Manager Corporate Accounting, Harley-Davidson Motor Co.

Editor Cynthia Hodnett and WICPA members Kenesha Crafton and Jessica Gatzke share story ideas during the annual On Balance Editorial Planning Committee meeting on June 15 at the WICPA.

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 Barbara A. Pippenger

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Barry S. Sattell Terry T. Strittmater Dennis F. Tomorsky

“My service on the WICPA Ethics Committee has allowed me, with the assistance of a fine group of CPAs, to work diligently to keep our profession and its members independent, objective and with the highest degree of integrity. We are requested to concur or not, with the findings of the AICPA on audits performed by our members. Giving back to the community has been a hallmark of our lives as CPAs. For over 20 years, I have reviewed cases, and for the last four years acted as committee chair.” Barry S. Sattell

Chief Executive Officer, Sattell, Johnson, Appel & Co. S.C.

Thank You! 2016

COMMITTEES EXCELLENCE AWARDS The Excellence Awards Committee reviews nominations for the 10 award categories and selects the recipients honored at the Member Recognition Banquet & Annual Business Meeting. Michael D. Akers Kyle J. Beld Jean M. Hansen Michelle M. Hicks-Tobias

Karen K. Kerber Matthew A. Los Lucas A. Rocole

Megan E. Schultz Carolyn L. Stittleburg Dennis F. Tomorsky

“Being a part of the WICPA Excellence Awards Committee has been extremely rewarding because it involves acknowledging the amazing work that WICPA members are doing every day." Matthew A. Los

Corporate Controller, Badger Magnetics, Inc.

FEDERAL TAXATION The Federal Taxation Committee regularly engages in dialogue with the IRS, discusses new developments in federal taxation matters and keeps members informed of new developments in tax authority, practice and procedures. Gordon J. Adler Brian L. Anderson Michael A. Bark Lucien A. Beaudry Ronald C. Berman James D. Brandenburg Melaine D. Brandt Ryan M. Corcoran Robert J. Cottingham Michael D. Donahue Jeffrey W. Dvorachek Christie A. Felton Scott B. Franklin Ronald G. Frea Mary L. Fredrick

Jessica B. Gatzke Emma Grall Rebecca W. Jungwirth Tricia A. Knight Deborah A. Kossow Nicholas S. Lascari Terri M. Lillesand Peter C. Loughrin Kevin M. Reardon Christopher E. Rosborough Michael J. Scholz Dennis F. Tomorsky Dale G. Van De Loo Randall J. Wichinski

Melaine Brandt and Ronald Berman engage in an open discussion on various topics including tax season wrap up, 1095 A, B & C, IRS notices and Hobby Loss rules.

“My membership on the WICPA Federal Taxation Committee has proven to be an extremely rewarding experience. My participation has enabled me to increase my tax knowledge, as well as network with my peers. It has also been a valuable resource to reach out to other professionals who may have specialized tax knowledge in areas that I am less familiar with.” Tricia Knight

Partner, Ritz Holman LLP

FINANCE The Finance Committee oversees the financial activity of the WICPA including the annual budget, audit, investments and net assets. Steven G. Handrick Jean M. Hansen Katherine L. Hauser Joy L. Hertlein

Thank You! 2016

Tammy J. Hofstede Renee M. Johnson Joan M. Phillips Dennis F. Tomorsky

“After starting my second term on the Finance Committee, my belief in the mission and vision of the WICPA has grown. The executive team, staff and members truly care about the future of the accounting profession. I care about the future of the profession and its integrity, and believe that my involvement in the Finance Committee has an impact.” Jessica B. Gatzke

Shareholder, Scribner, Cohen and Company, S.C.

wicpa.org

COMMITTEES

l FEDERAL TAXATION

Committed to the committee Kevin M. Reardon benefits from joining the WICPA Federal Taxation Committee

By Kelsey Lange

Reardon has benefited from surrounding himself with like-minded professionals who are deeply committed to their clients and profession. This has motivated him to remain involved in the organization and committee. Communicating complex ideas in simplistic terms has always been one of his strengths. After sitting through several tax meetings, Reardon learned from a WICPA member about the need for more technical financial planning continuing professional education workshops to help address growing client needs. As a result, Reardon created a series of financial planning workshops for members and uses his communication skills to bring technical financial planning knowledge into the CPAs’ day-to-day client conversations. “It’s great to be able to give back to an organization that has helped me better serve our clients,” he said. wicpa.org

L-R: Nicholas Lascari, Michael Donahue and Kevin Reardon discuss developments regarding IRS procedures and specific rulings that help them stay on top of tax changes impacting their business and individual taxpayer clients.

“It’s great to be able to give back to an organization that has helped me better serve our clients.”

Photos by Mark Hines

he old adage, “you get more than you give,” has proven true to Kevin M. Reardon’s involvement with the WICPA. After co-promoting some educational workshops with the WICPA, he got involved and is now a pivotal member of the WICPA Federal Taxation Committee.

Reardon has advice for those who are considering getting involved with the WICPA. “Find something you’re interested in, and come sit in on a meeting,” he said. “It’s easier than you think. It’s fun, and you’re guaranteed to learn something.”

Kevin Reardon gains from his active involvement on the Federal Taxation Committee.

Thank You! 2016

COMMITTEES PEER REVIEW The Peer Review Committee evaluates the results of conducted peer reviews and determines the need for corrective action in accordance with the AICPA Peer Review Program Standards. All committee members are required to complete specific training and hold the position of a CPA firm manager or partner to join the committee. Joseph R. Galarowicz William G. Heinrich Patrick G. Hoffert Andrew C. Holman

Howard B. Jeanson Debra R. Johnson Karen K. Kerber Frederick W. Langer

Timothy J. Makela Randall L. Miller William J. Sherry James A. Smolinski

“I’ve served on the WICPA Peer Review Committee since 1999, including a term as chair and as a member of the Executive Committee. I have had the opportunity to meet and work with many fellow CPAs and other professionals, many of whom I consider friends.” Randall L. Miller

Shareholder, Scribner, Cohen and Company, S.C.

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. Late Bart Adams William R. Ahlstrom Thomas J. Alberte Brian L. Anderson Stanley M. Babicz Kyle J. Beld Gerald E. Denor Jeff Dewane Greta C. Diercks Nicholas J. Faber Michael E. Friedman Karin M. Gale

Jessica B. Gatzke Jean M. Hansen Ryan J. Hanson Theodore E. Hart Tammy J. Hofstede Thomas W. Kosler Jeffrey W. Kowieski Mark S. Krueger Nicholas S. Lascari Ryan Maniscalco Tricia Nielsen Steven A. Pullara

John R. Reinhart Gregory L. Ryan James A. San Fillippo Matthew J. Schaefer Thomas H. Schmitt Leniwati M. Siker Frederick J. Sitzberger Angela C. Thomas Dennis F. Tomorsky Jane M. Weiss Randall J. Wichinski

“The Public Policy Committee provides an opportunity to give back to our profession. I’ve learned more about the issues facing our industry on a state and federal basis, as well as AICPA’s and WICPA’s positions. Not only are we educated, but consulted for our opinions while being further empowered to use that knowledge to impart change in a positive way. We are encouraged to discuss it with our local representatives or be a resource for our legislators on what the impact of new legislation will be for our clients and us.” Jeff Dewane

Assistant Controller, Vinton Construction Company

STRATEGIC PLANNING The Strategic Planning Committee defines the strategy and direction of the WICPA in accordance with its mission. Lucien A. Beaudry Christopher M. Cholka Jon C. Gaines Steven G. Handrick Jean M. Hansen Ryan J. Hanson Katherine L. Hauser Elizabeth Hazi Joy L. Hertlein 6

Thank You! 2016

Michelle M. Hicks-Tobias Tammy J. Hofstede Renee M. Johnson William L. Komisar Sydney N. Nelson Kyle R. Stephens Dennis F. Tomorsky Wendi M. Unger

“I am really excited for the future of the WICPA especially as it relates to participating in the Strategic Planning Committee. We had such a diverse group of CPAs from private to public, large to small companies, who were able to bring different points of view. When the WICPA has a team of volunteers who are dedicated, coupled with their own point of view, there is confidence that the organization is headed in the right direction with the right leadership. I am grateful to be part of the success and meeting new friends in the process.” Renee M. Johnson

Tax Senior Manager, Deloitte Tax LLP

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COMMITTEES 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 members informed of new developments in Wisconsin tax authority, practice and procedures. John R. Austin Michael A. Bark Nick N. Boegel Carmi S. Brawley Mark A. Brzycki Gregory G. Butler Renise Lori Cohen Craig A. Cookle Tiffany M. Davister Jack E. De Young Barbara A. DeBaerePoppy Steven C. Feurer W. Richard Gerhard Michael J. Gordon John C. Healy

Laura A. James Jennifer E. Janecek Henry A. Jasper Brian M. Kelley Richard J. Kollauf Kristen J. Kolpack Steven J. Koritzinsky Gerri A. Kroepfl Kenneth A. Larsen Sr. Jennifer R. Luchs William B. Mayer John P. Mitchell Thomas J. Nichols Tricia Nielsen Daryl L. Ohland Daniel G. Rectanus

Karen J. Renner William J. Rewolinski Zachary R. Rieboldt James A. San Fillippo Crystal M. Schmit Alyssa R. Schmitz Richard A. Scott Paul M. Senger Jon P. Skavlem Gregory A. Stein Jeannette M. Thorel Dennis F. Tomorsky Jeffrey M. Uhlir Dale G. Van De Loo Douglas R. Wendlandt Allan T. Young

“Over the years, my membership in the WICPA’s Wisconsin Taxation Committee has allowed me to network with colleagues interested in state and local taxation, as well as keep abreast of the latest technical developments. It has also provided me with the unique opportunity to be part of the professional dialog with state officials on Wisconsin’s tax climate and how to improve it.” Jon P. Skavlem

Firm Director – State & Local Taxes, Baker Tilly

YOUNG PROFESSIONALS

Kyle J. Beld Christopher M. Cholka Ann L. Daugherty Greta C. Diercks Alexandra L. Goldman Eric J. Golueke Eric S. Hansen Jason J. Hasenstein Elizabeth Hazi Dave Heiliger Christina M. Heit Kayla M. Hembel Sarah A. Hofkens Jessica L. Jochman Kristin Joyce Tyler J. Kleppe Lindsey B. Kromm Matthew A. Los wicpa.org

Thomas W. Magnor Bethany Manteufel Vince E. Morelli Christopher F. Mueller Katie A. Nadboralski Keri L. Patterson Nickolas A. Pierce Paul A. Quackenboss Megan E. Schultz Kortni Smith Christopher P. Smolinski Sabrina M. Steger Kyle R. Stephens Kate M. Szalewski Barbara Vertein Charles J. Wendlandt Heather A. Witt

Photo by Adam Ryan Morris

The Young Professionals Committee is focused on creating programs and events geared toward attracting and retaining young professionals to the WICPA and the profession, as well as events for all members to connect.

Sarah Hofkens networks with young professionals at the WICPA Mix & Mingle June 14 at Stillmank Brewery in Green Bay. Hofkens, a YP Committee member, shares the value of getting actively involved with the committee.

“The YP Committee has allowed me to network and learn from key contacts in the accounting industry at a pivotal time in my career. Also, it has set the stage to be involved in a wider range of committees and other organizations as I look to build on this experience and take the next step forward.” Eric S. Hanson

Assistant Controller, LaForce, Inc.

Thank You! 2016

COMMITTEES

l YOUNG PROFESSIONALS

The

perfect fit Megan E. Schultz reaps rewards as YP Committee chair

By Kelsey Lange

The Young Professionals Committee creates programming and events geared toward attracting and retaining young professionals to the WICPA and the profession and serving its members. “Between the committee meetings, event planning and the events themselves, there is never a dull moment,” said Schultz, accounting manager at Advanced Pain Management, LLC in Greenfield. Schultz’s involvement with the WICPA first began through the encouragement of her employer out of college, RitzHolman CPAs in Milwaukee. The firm’s encouragement to its employers to become engaged in the profession and the community energized her to volunteer with the WICPA. After attending many committee events, Schultz decided the Young Professionals Committee was the right fit. She credits her involvement with the committee to Greta C. Diercks, a former co-worker at RitzHolman CPAs, whose passion toward the committee was contagious. Today, Schultz is the Young Professionals Committee chair. As a team, the committee finds ways to be creative with WICPA events and draw members back every year. Through these events, she has made many lasting relationships and is extremely thankful for the opportunities she’s had because of the WICPA.

Thank You! 2016

“Between the committee meetings, event planning and the events themselves, there is never a dull moment.” Schultz encourages other members to get involved. “Stop thinking about volunteering, and contact the WICPA now!” she said. “There are so many volunteer opportunities with the WICPA that it doesn’t matter what areas you are interested in or how much time you have to give. They have something that will be a perfect fit for you.” After attending the WICPA New CPA Welcome Dinner a few years ago, she met several women who were in attendance supporting a co-worker being honored at the event. “We had a great conversation about the CPA Exam, the profession and the WICPA,” she said. “I shared with them my experience with the WICPA and how rewarding it is to volunteer and stay involved in the profession.” Within a couple weeks of their conversation, the women joined the Young Professionals Committee, and they continue to be actively involved.

Photos by Janet McMillan

assion for the accounting profession is what motivates Megan Schultz, a WICPA Young Professionals Committee member, to be involved.

Top, Megan Schultz, Young Professionals Committee chair; Middle, Megan Schultz plays an integral role recognizing new CPAs at the 2016 New CPA Dinner on June 9 at the Holiday Inn Pewaukee-Milwaukee West in Waukesha. Bottom, L-R: Ann Daugherty, Megan Schultz and Bethany Manteufel enjoy circus-themed entertainment and balloon creations at the New CPA Dinner.

wicpa.org

TASK FORCES ACCOUNTING, AUDITING & FINANCIAL MANAGEMENT UPDATE CONFERENCE The Accounting, Auditing & Financial Management Conference provides CPAs and financial professionals in public accounting, industry and government, as well as their staff with information on current changes and timely issues in auditing standards, FASB, GASB, governmental managing, improving data and document workflow, and accounting and financial reporting, in addition to training in technology and soft skills. Christopher M. Cholka Jodi L. Dobson Eric S. Hansen Audra S. Hoffmann

Tammy J. Hofstede Lindsy R. Julius Mark T. Kaminski Angela M. Morales

Gary A. Schmid Christopher P. Smolinski Susan A. Sowatzke Thomas G. Wieland

“I’ve been involved with the Accounting, Auditing & Financial Management Update Conference Planning Task Force for about 30 years. I joined because I felt that the input of members from local firms was important. Also, the continuing education that members from local firms need is different from what might be needed by our ‘big eight, six four’ members. I continue to participate not only to have input in to the conferences, but also for the relationships that are developed.” Thomas G. Wieland

Partner, Reilly, Penner & Benton, LLP

BYLAW UPDATE TASK FORCE The Bylaw Update Task Force reviews and updates the WICPA bylaws to conform to current practices, eliminate inconsistencies and ambiguities, reflect current legal requirements and best governance practices, focus board efforts on strategy and mission, and provide a governance structure that will result in optimal organizational performance and minimal organizational risk. Lucien A. Beaudry Steven G. Handrick Jean M. Hansen

“As a member of the Bylaw Update Task Force, I found it important to review the bylaws, making sure they conform to current and best governance practices, reflect current legal requirements and focus on strategy and mission of the organization. It was rewarding to work with a passionate group of my peers towards a common goal.” Steven G. Handrick

Partner, Hawkins Ash CPAs, LLP

Tammy J. Hofstede William L. Komisar Dennis F. Tomorsky

COMPETENCY ENHANCEMENT The Competency Enhancement Task Force reviews and develops competency enhancement requirements for eligibility for WICPA membership, including rules, policies, processes, compliance and enforcement. Kyle J. Beld Late Robert A. Gruber Ryan J. Hanson

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Katherine L. Hauser Tammy J. Hofstede Tyler J. Kleppe

Scott D. Miller Dennis F. Tomorsky Boula Xiong

“The Competency Enhancement Task Force helps ensure that WICPA members possess the highest level of professional knowledge by reviewing new research on learning and recommending changes to the WICPA CPE model. I find the task force engaging as we assess different education techniques to ensure the WICPA membership is The Standard Above.™” Ryan J. Hanson

Financial Accounting Manager, MGIC Investment Corporation

Thank You! 2016

TASK FORCES CPAS IN INDUSTRY FALL CONFERENCE The CPAs in Industry Fall Conference provides CPAs, CFOs, CEOs and controllers in industry, public accounting, government, education and nonprofits updates on current issues and tax implications affecting various areas of business and operations, human resources, IT, as well as new and improved ways to manage a changing workplace. Frances E. Bosze Wendy J. Brown Jennifer L. Carerros Armand C. Go Ryan J. Hanson Robert F. Hartzheim Jr.

Katherine L. Hauser Tammy J. Hofstede Dan Holzhauer Amy L. Hruby Paul J. LaRosa Patricia E. Larson

Debra L. Lenz Lynn E. Marek Michelle P. McArdle Dennis W. Nelson Carver Smith III Dennis F. Tomorsky

“My ongoing involvement in the WICPA and the CPAs in Industry Fall Conference Planning Task force is a result of my interest in giving back to a profession that has provided so much opportunity for me. It’s also been a great way to work with, and gain exposure to, new ideas and new people with a similar passion for the industry.” Carver Smith III Partner, Baker Tilly Search & Staffing

CPAS IN INDUSTRY SPRING CONFERENCE The CPAs in Industry Spring Conference provides CPAs, CFOs, CEOs and controllers in industry, public accounting, government, education and nonprofits updates on current issues and tax implications affecting various areas of business and operations, human resources, IT, as well as new and improved ways to manage a changing workplace. Lynn M. Ardisana Frances E. Bosze Christopher M. Cholka Margaret M. Graf Eric S. Hansen 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 Paul A. Quackenboss Kelly M. Sics Carver Smith III Michael P. Sterk Dennis F. Tomorsky

“I enjoy my involvement on the CPAs in Industry Spring Conference Planning Task Force. It gives me a chance to meet and work with other people in our industry. I also like having input into the planning and topics of the conference. As a member of the WICPA, it is important to be involved.” Michael P. Sterk

Controller, Blankstein Enterprises, Inc.

FINANCIAL INSTITUTIONS CONFERENCE The Financial Institutions Conference covers specialized topics that include regulatory and legislative updates, compliance issues, and the latest economic conditions that challenge both larger and community-based financial institutions. John M. Anderson Nicholas A. Hahn Theresa A. Hoeft Tammy J. Hofstede William T. Hogan Dan Holzhauer Lindsy R. Julius Jay B. Kaun 10

Thank You! 2016

Yuriy Ksenidi Patrick S. Murphy Matthew J. Nitka Ann M. Pascavis Wendy A. Peters Terrie A. Pohjola Paul A. Quackenboss Brett D. Schwantes

“I have served as chairperson on the Financial Institutions Conference Planning Task Force for three years. Volunteering to work with professionals from a wide-ranging industry has expanded my experience as a leader and team player. I believe in working with others as a servant leader to benefit the membership, their community and the WICPA through selection of relevant, quality CPE offerings. If you enjoy brainstorming, relationship building and challenges, I would encourage you to join a WICPA committee.” Wendy Peters

Accounting Manager, Kohler Credit Union

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TASK FORCES NONPROFIT & HEALTH CARE FINANCIAL CONFERENCE The Nonprofit & Health Care Financial 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 with topics including tax-exempt issues, fundraising and risk management. Gail L. Boerema Jill M. Boyle Marc A. Cadieux Jon C. Gaines Amy J. Gallagher John R. Heindel Tammy J. Hofstede

Jessica M. Horning Natasha L. King Susan Lynch Renee Messing Kelly K. Miller Kathleen L. Nelson Terrie A. Pohjola

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

“I initially joined the Nonprofit & Health Care Planning Task Force because I wanted to help plan the conference that I believed was the most valuable part of my nonprofit CPE each year. Membership in the task force has many benefits, but the most valuable has been the diversity of our members and the insight they provide.” Kelly K. Miller

Shareholder, Scribner Cohen and Company, S.C.

SCHOOL DISTRICT AUDIT CONFERENCE The School District Audit Conference, partnered 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 Yuriy Ksenidi

Lisa M. Salo Wendi M. Unger

“So much of our profession is learning each and every day. There is no greater personal or professional gratification one can get than when you teach someone something new. As chair of the School District Audit Conference Task Force, this is something that I am fortunate enough to achieve every year.” Wendi Unger

Partner, Baker Tilly

TAX CONFERENCE 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. John R. Austin Lucien A. Beaudry Michael K. Benton Julie A. Cashman-Kuhn Kenesha A. Crafton Ronald G. Frea Daniel B. Geraghty Tammy J. Hofstede

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Bradley J. Kalscheur June F. Norman Kevin M. Reardon Joseph F. Schirger Jr. Thomas H. Schmitt Roger H. Schroeder Dennis F. Tomorsky Tammy A. Wishowski

“I have volunteered my time on community not-forprofit boards and WICPA committees. I believe you should devote time to giving back to the community. I was asked to join the Tax Conference Planning Task Force to represent the needs and point of view of regional/midsized CPA firms in determining the topics for the Annual Tax Conference. I take this task seriously. I query my coworkers before the planning meeting to bring good ideas so that we can meet the needs of Wisconsin tax professional.” Michael K. Benton

Manager, Anderson, Tackman & Company, PLC

Thank You! 2016

OUTREACH ACCOUNTING CAREER AWARENESS GRANTS Accounting Career Awareness Grants are awarded to Wisconsin teachers each year who attend the High School Educators 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. Michael D. Akers Alka Arora Deborah L. Benning Bradley R. Berthiaume Jeff Bradford Christopher M. Cholka Anthony J. Cords Michael D. Donahue Lisa K. Donnelly Amie Dragoo Debra J. Duick Jeremy M. Gritton

Vicki V. Hellenbrand Kari M. Johnson David A. Kamke Kristen J. Kolpack Tara L. Langley Jason R. Londo Jessica H. MacNaughton Paul J. Mair Eric T. Neuman Paul J. Nyffeler William T. Penkwitz Julie M. Schroeder

Rebekah A. Shull Todd P. Sitter Michael W. Steinl Joseph C. Suttner William S. Tatman Timothy T. Toepel Tracy N. Tronnes Megan Welsh John J. Werner Jessica S. Willie Danielle A. Wills

“I’ve worked with the accounting classes at Appleton East High School since I graduated from the school in 2000. I have worked with them on several activities, including speaking to classes about accounting careers and being a panelist at their annual accounting luncheon, which is held with the help of the Accounting Career Awareness Grant they receive from the WICPA Educational Foundation. When I was in high school, I never could have dreamed the places this career has taken me, and I want to instill in these students that accounting is a fun and exciting career!” Kristen J. Kolpack Manager, Schenck SC

CPE SPEAKERS (CONFERENCES, SEMINARS AND BREAKFAST PROGRAMS) Members share their expertise, develop leadership skills and promote their organization by speaking at seminars, conferences and breakfast programs across Wisconsin. John M. Anderson Nicholas G. Ansley Lucien A. Beaudry Bryan Boeck Pamela R. Branshaw Carmi S. Brawley Christopher M. Cholka Matthew Cole Craig A. Cookle Timothy P. Crawford Joann Noe Cross Paul J. Frantz Jessica B. Gatzke Greg Gavran Daniel B. Geraghty Carla A. Gogin Michael G. Goller Nicholas A. Hahn

Thank You! 2016

Rebecca H. Hartzel Katherine L. Hauser Amy L. Hruby Robert S. Keebler Karen K. Kerber Jason R. Krentz Lindsey B. Kromm Terri M. Lillesand James T. Lindell Cory Loppnow Michelle Luckmann David L. Maccoux Sen. Howard Marklein Robert A. Mathers Patrick S. Murphy June F. Norman Daryl L. Ohland Douglas J. Patch

Douglas A. Pessefall Nickolas A. Pierce Wendy K. Potratz Lacey M. Quatsoe Kevin M. Reardon Lisa M. Salo Joseph F. Schirger Jr. James K. Schneider Corina R. Schoenke Brett D. Schwantes Catherine M. Schweigel Elizabeth A. Slovensky Carver Smith lll Rick J. Taylor Timothy L. Voigtman Michelle L. Weber Justin D. Williamson

“While public speaking is not something most people enjoy, it is a fun part of my job. I’ve spoken at several WICPA conferences. It’s been a great experience for me, allowing me to give back to the profession by sharing my knowledge. It also helps me keep in touch as I’m sure to run into a few people that I’ve worked with in the past and haven’t seen in a while. Presenting at a WICPA conference is a great way to get involved!” Terri M. Lillesand

Tax Shareholder and Leader of Schenck’s Tax Practice, Schenck SC

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l ACCOUNTING CAREER AWARENESS

For WICPA volunteers, rewards go both ways

By Donna Pinsoneault

or Menomonee Falls High School (MFHS) business teacher Sara Burling, volunteering with the WICPA started with an invitation to the High School Educators Symposium. Burling attended the first symposium in 2002 and hasn’t missed one since. “Each year they focus on a different industry,” she said. “It’s an opportunity to learn about different accounting experiences and to network with college professors and other high school teachers.”

“WICPA has done so much for me,” she said. “It’s rewarding to share with students what the real world of accounting is like. School districts with tight budgets wouldn’t be able to provide those experiences if it weren’t for generous grants and active support from WICPA (and its Educational Foundation).” For WICPA member Rebekah Shull, volunteering comes naturally. “My mother and grandmother were active volunteers, so I’m always looking for ways to serve,” said Shull, a lead accounting associate at Chortek LLP. This past school year, Shull collaborated with Burling to design a mock audit for Burling’s students. The project included an opportunity for the students to present their work at the firm. The students received professional feedback, saw firsthand wicpa.org

Above, Sara Burling (center); clockwise Karly Volz, Kristina Barczak, Eric Neuman, CPA, Megan Welsh, Josh McMahon, Dana Franzowiak discuss the audit presentation.

Photos by Janet McMillan

Burling frequently invites WICPA speakers to her classroom. This year, she took on a bigger challenge, collaborating with Julie Schroeder, Rebekah Shull and other professionals from Chortek LLP to design a mock auditing experience for her students. Burling said the benefits of volunteering flow both ways.

Right, Burling (center) collaborated with Chortek LLP CPAs Julie Schroeder (left) and Rebekah Shull (right) to design a mock auditing experience for her students.

what happens at an accounting firm, and learned about various career paths taken by professionals at the firm. Shull, one of Burling’s former students, related well to the students. “I remember trying to make the decisions they will be making,” Shull said. “There is no downside to reaching out to schools. You are providing students with a foundation for accounting, and it feels good to help the kids.” WICPA member Julie Schroeder, a principal at Chortek, coordinates recruiting and student activities at the firm. Schroeder strongly believes in giving back to the community, and the MFHS project was her first direct experience volunteering with WICPA.

She was excited to provide support for developing the case study, reviewing the materials and setting up a Q&A session. She engaged with students throughout the day, encouraging them to explore all areas of the accounting profession. “It was so rewarding,” she said. “It’s really encouraging to meet with students who are interested in accounting, to give them real-life examples of how to progress in their career.” Schroeder said everyone at her firm who participated enjoyed the event and all plan to participate again next year. “It’s important that we encourage and support our next generation of CPAs,” she said. Thank You! 2016

OUTREACH DECA JUDGES Members use their business and professional background to judge DECA competitions, a professional business organization for high school and college students. Students are helped as they work toward an educational experience and successful career. Troy G. Hildebrandt Stephen M. Weiss

“It’s an honor and privilege to judge a DECA event. By observing these students act out business situations and providing feedback, I feel I can really help them to grow and develop the skills necessary for their adult lives.” Troy Hildebrandt

Director of Tax & Technology, Hexagon, Inc & LLC

FOCUS GROUPS Members share their input regarding continuing education, member benefits, communications and involvement opportunities to develop and implement new ideas, programs and services to enhance the WICPA. Sue A. Baacke Debra Berchem Christy A. Berger Jennifer M. Binsfeld Barry E. Borchert James B. Boutelle Joan M. Brackman Katherine R. Claxton Alan E. Close David Deater Kathy Degenhardt Michelle L. Dellemann Jason T. Duellman Fred G. Farris Diane L. Flouro Stephanie J. Geurts Debra K. Hansen Carrie L. Hazard

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Philip E. Hergert Mary K. Hintz Michael C. Hubman Andrea Jansen Sonya J. Jansma Nicole D. Karimi Nicole C. Kraus John G. Lauber Antionette M. Leidel Jeffrey T. Lemmermann Mark E. Lenerz Heidi M. Liedl Nicole L. Linssen James J. Mackey Angela F. Main Nicholas K. Marsh Robert A. Mathers Lucretia S. Mattson

Eric G. Mrozinski Brian K. Nowicki Roger M. Orlady Sheila A. Robak William A. Silvers Kenneth P. Sorge Jeffery S. Stovern Steven M. Swanson Edward M. Thelen Carolyn J. Thompson Lynn E. Thompson Tracy N. Tronnes Mark Vieth Ann T. Walker Robert G. Wesley Mark A. Widmann Kenneth W. Wolf Larry L. Zorn

“I believe it is important to stay involved in the accounting profession through the WICPA. Participating in the WICPA Member Focus Group allowed me to learn more about how other people use the organization and allowed me to give feedback to help the future of the organization.” James Boutelle

Accounting Staff, Sikich LLP

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OUTREACH HIGH SCHOOL AND COLLEGE SPEAKERS In an effort to promote accounting careers, members speak at high schools and colleges to inform students of the diverse career opportunities available in the profession. Career outreach takes place in classrooms with in-person presentations and webcasts through Students & Leaders Network. Members also attend career fairs and work with Beta Alpha Psi and accounting clubs. Kevin J. Behm Christopher M. Cholka Kenesha A. Crafton Michael D. Donahue Joan M. Falter Jeffrey L. Filter Jeremy M. Gritton Jason J. Haen Steven G. Handrick Elizabeth Hazi

Michael L. Hermanson Michele T. Horst Michelle M. Kelsey Paul F. Kersten Thomas W. Magnor Ruth A. Kallio-Mielke Terence A. Niewolny Christopher P. Olson Michelle Tran Phelps Wendy K. Potratz

Todd B. Rakowski Janet Hartung Renfert Lisa J. Sanborn Deborah K. Schultz Megan E. Schultz Kelly M. Sics James H. Spiegelberg Chad M. Waldvogel Randall J. Wichinski Adam J. Woznicki

“The Students & Leaders Network program provides the perfect opportunity to reach a large number of students across the state and educate them on career options available to them. I truly enjoyed the time I spent interacting with the students and sharing my accounting experiences with them. It was a great reminder of the endless possibilities that the accounting profession provides. There is an option available for nearly every type of person and personality.” Megan E. Schultz

“I presented to the University of Wisconsin-Whitewater Beta Alpha Psi group about becoming a CPA and the benefits of obtaining the CPA license. It’s rewarding to speak to students about the accounting profession, and I enjoyed the opportunity to go with the WICPA on this visit. The group was very interested in what we were saying, and I believe we recruited several WICPA student members that day.” Kevin J. Behm

Tax Senior Associate, BDO

“I have spoken at approximately 30 different high school and college events, and each time it is a unique and exciting experience for me. When first talking to the students, I always ask where they feel a career in accounting would lead them, and most of the time they see themselves doing taxes, bookkeeping or just ‘working with numbers.’ It is always great to open up their minds, as they are starting to think about their careers and to be able to explain to them the various opportunities that a career in accounting can offer and the many paths that it can ultimately take them down.” Todd Rakowski

Chief Financial Officer, CG Schmidt

Manager, Advanced Pain Management

HIGH SCHOOL EDUCATORS ACCOUNTING SYMPOSIUM AND WISCONSIN EDUCATORS OF BUSINESS & INFORMATION TECHNOLOGY (WEBIT) CONVENTION The High School Educators Accounting Symposium and Wisconsin Educators of Business & Information Technology Convention are annual events where high school accounting teachers receive first-hand information about the accounting profession. Bryan Boeck Stephen L. Broyles Christopher M. Cholka Adam A. Hanson Jennifer A. Harland Patrick J. Holzem Tina M. Huisman

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Jeffrey A. Jaschinski Renee M. Johnson Lindsey B. Kromm Jason R. Londo Ray Petkovsek Crystal Pollack Todd B. Rakowski

Travis P. Richert Mark A. Rudnicki Kelly M. Sics Dennis F. Tomorsky Boula Xiong

“I particularly enjoyed speaking at the WEBIT conference, as it allows me to discuss the variety of career paths that students can take with an accounting degree. I also enjoy answering the questions of teachers so that they can truly understand what it’s like to be an accountant in practice to help guide their students in making career decisions. Their students are our future team members, and the more information we can provide early in their lives the better.” Crystal Pollack

Audit Manager, Schenck SC

Thank You! 2016

OUTREACH JUNIOR ACHIEVEMENT Junior Achievement is an organization that helps children to value free enterprise through education programs. Members attend JA BizTown, located in the JA Kohl's Education Center in Milwaukee, to assist students in learning how to create and run a business and manage money. Jon C. Gaines Alexandra L. Goldman Elizabeth Hazi Kayla M. Hembel Diana L. Henke Joy L. Hertlein Amy L. Kowalchuk Jennifer L. Kramer

Thomas W. Magnor Emily J. Moriarty Arlene A. Roche Amanda Senkbeil Kelly M. Sics Kortni Smith Stephen F. Storch Randall J. Wichinski

WICPA members volunteer at Junior Achievement’s BizTown. They are (L-R): Randall J. Wichinski, Kortni Smith, Arlene A. Roche, Amy L. Kowalchuk, Joy L. Hertlein, Jennifer L. Kramer, Emily J. Moriarty, Amanda Senkbeil, Elizabeth Hazi, Thomas W. Magnor, Stephen F. Storch and Kelly M. Sics.

“I enjoyed volunteering at Junior Achievement’s BizTown with the WICPA because it was a great opportunity for kids to learn the basics of how the economy works, how businesses interact, how to be an employee or a boss, and the skills to manage it all. I was interested to see them react to these real-life situations and work together to problem solve. It’s an important program that teaches the difference between personal finances and how money is earned and spent in the working world.” Alexandra L. Goldman

Audit Associate, Sattell, Johnson, Appel & Co., S.C.

READING MAKES CENTS During National Financial Literacy month, members participate in the Reading Makes Cents sponsored by the WICPA. Members visit elementary schools and read to students about the basics of money. Rep. Dale P. Kooyenga Debra L. Lenz Ramiro Paz Susan M. Peck Amanda L. Ringenberg Lisa M. Salo Kelly M. Sics

Amy L. Straubel Angela C. Thomas Monica S. Vick Linda L. Wisniewski Shannon M. Zur Angela Thomas read a money-themed book as part of Reading Makes Cents program.

Photo by Janet McMillan

Nicole L. Cook Kenesha A. Crafton Misty F. Dodge Becky Foat Jessica A. Greisch Monica M. Hauser Nicole A. Judnic

“I started volunteering for Reading Makes Cents the year before my own kids started school, and I’ve continued to do it in their classrooms every year. I enjoy visiting the class, reading a book, talking to the kids about good spending habits or doing a money-related activity with them. It is great to see their reactions on budgeting and the history of money.” Jessica A. Greisch

Financial Analysis and Tax Manager, West Bend Mutual Insurance Company Shannon Zur performs a financial literacy activity with students at Beautiful Savior Lutheran School. 16

Thank You! 2016

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l READING MAKES CENTS

Net gain Shannon M. Zur pays it forward through Reading Makes Cents By Carol Rybak

very April for a few hours, Shannon M. Zur, director of Vogel Consulting Group in Waukesha, looks forward to impacting nearly 70 grade school students by reading a money-themed book and having a conversation about money. Zur has participated in the WICPA’s financial literacy program, Reading Makes Cents, for the past six years at Beautiful Savior Lutheran School in Waukesha, where her fourth- and seventh-grade sons attend. She has been a WICPA member since 1998. “I’ve always been encouraged and taught by my parents to volunteer. There is a real lack of financial literacy among kids, so being able to visit schools and get that message across is very valuable,” Zur said. “The biggest thing I emphasize to students when talking about money is they have choices, and when you have choices, you want to make well thought-out, educated choices. It is fundamental to acquire those skills.” Zur feels so passionately about the program that she reads to all combined grade levels during her visit, from kindergarten to sixth grade. “Most books incorporate comedy,” she said. “A lot of times when there’s something funny, the comedy brings down the students’ guard and puts you on the same playing field. It reminds them of their grandparents, parents or whoever reads to them and puts them wicpa.org

Photo by Janet McMillan Shannon M. Zur read “Start Saving, Henry!” to kindergartners at Beautiful Savior Lutheran School in Waukesha on April 29. Zur and other WICPA members read money-themed books to nearly 1,400 Wisconsin elementary students through a financial literacy program called Reading Makes Cents held each April.

“It’s a minimal time commitment, easy and fun, but the impact can be huge.” in a safe spot so they are willing to think about the lesson of the story and talk about it.” Zur also goes the extra mile to communicate with teachers to see if she can combine a story with the students’ current curriculum. For example, when a class was learning about Benjamin Franklin in history, she did research on currency in that era and explained why we have dollars and coins. Similarly when her son was in third grade, he read a book where the two main characters ran away to New York City in the 1950s. There was

a chapter where the characters had to ration their allowance. Zur read the chapter with the class, and they discussed inflation and how prices increase over time. For members thinking about volunteering, Zur encourages them to try it out. “It’s a minimal time commitment, easy and fun, but the impact can be huge,” she said. “You could say something that sticks with students for the rest of their life, or you could simply help them make smarter choices which will make society as a whole better.” Thank You! 2016

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“It’s great that the WICPA supports financial literacy events like Reality Stores and Reality Checks. I enjoy volunteering my time to help high school students understand real life money scenarios. There is clear evidence that high school students need this experience and more. The students were allowed to use the debit card concept while also needing to write checks. However, many were unable to write a check or maintain a check register. Technology has caused many students to skip the financial basics.”

REALITY STORE Reality Store is a financial literacy event intended to teach students about real world financial situations. Members man the stations where students go through simulations to open checking accounts, buy cars, houses, groceries, insurance and interact with business people. James B. Berg Dorothy Conduah Michael D. Donahue Jessica A. Greisch

Courtney J. Kahl Jann M. Kostecke Paul J. Nyffeler Jonathan S. Otte

Prudence K. Petrykowski Todd B. Rakowski Ramon Robinson Gabrielle M. Thomas

James Berg Retired

WRITING FOR WICPA PUBLICATIONS Writing for WICPA publications, On Balance, The Bottom Line and CPA2b, members are able to share their knowledge, receive visibility for their company and gain exposure to potential clients. They create thoughtprovoking articles about issues facing the accounting profession including tax, fraud, technology and human resources. Christa M. Baldridge Stephanie Barganz-Ryan Kelsey Beld Christopher M. Bouda Wayne C. Breitbarth Melodi L. Bunting Robert A. Buss Jr. Michael W. Carr Kenesha A. Crafton Joann Noe Cross James A. Derzon

Amie Dragoo Lona L. Ebert Katherine M. Fisher Daniel B. Geraghty Michael G. Goller Ann E. Hanna Monica M. Hauser Elizabeth Hazi Audra S. Hoffmann Lori L. Kolb Amy L. Kowalchuk

Lindsey B. Kromm Jeffrey T. Lemmermann Terri M. Lillesand James T. Lindell Gordon L. Meicher Randall L. Miller James K. Schneider Peter F. Schumacher Justin Scott Amanda Senkbeil

“I have had the pleasure to be an On Balance writer for the past several years. This is truly one of my favorite CPA peer engagement efforts. It challenges my creative side while providing an opportunity to give back to my peers in a small but meaningful way. Another valuable benefit for me is that I get to learn new things about and from my peers every time I read On Balance. What may seem like a small endeavor continues to keep me engaged, educated and proud of my fellow members’ accomplishments.” Stephanie Barganz Ryan Chief Human Capital Officer, Ryan Evolution LLC

YOUNG ENTREPRENEURIAL SCHOLARS (YES) Young Entrepreneurial Scholars (YES) provides minority high school students a career-enhancing experience as they participate in a two-week program offering academic and professional development to prepare them for a business career. Afterward, students begin a six-week internship at various Milwaukee companies and members volunteer to host the internships. William B. Coleman Kenesha A. Crafton Jon C. Gaines John R. Heindel 18

Thank You! 2016

Debra Kozeniecki Ramon Robinson Stacy A. Stinson

“My experience with the YES Program has truly been uplifting, challenging and rewarding! I've had the opportunity to work over the past four years with truly talented interns from different Milwaukee-based high schools who are curious to learn about the accounting career. We all can make the difference in changing the trajectory of others. The YES Program changes the trajectory of interns and helps in the career choice and resultant paths.” Jon C. Gaines

Vice President-Business Services and Finance, Wisconsin Women’s Business Initiative

wicpa.org

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l WRITING FOR PUBLICATIONS

Write-up:

A passion for learning inspires Stephanie J. Geurts to write for On Balance

By Cynthia M. Hodnett

Photo by Janet McMillan

ccounting professionals are known for being good with numbers. And just as many of them have a way with words. Such is the case with Stephanie J. Geurts, a partner at Suttner Accounting, Inc. in Oshkosh. Geurts, a WICPA member since 2001, began writing for On Balance about four years ago. Geurts’ interest to write for the magazine was spurred by a desire to learn more about the WICPA. Since penning her first article, she’s written about various topics including QuickBooks tips for small businesses, effective communication skills and setting fraud standards for federal contractors.

Stephanie J. Geurts has written for WICPA’s On Balance magazine for nearly four years.

everyone to keep their license and for other resources that the WICPA offers.”

Writing for the magazine ignites her passion for researching, writing and learning.

She also attended the On Balance magazine editorial planning meeting. The annual meeting is an opportunity for members to critique content published in the magazine.

“My clients’ needs inspire topics and ideas for articles, whether it’s about technology or accounting regulations,” she said. “If my clients are having specific issues, maybe other people’s clients are having those same issues.”

Members are also encouraged to share issues and trends affecting their clients and business and the accounting profession. Their feedback is used to help plan the magazine’s editorial calendar for the coming year.

Geurts’ involvement with the WICPA is supported by the partners at her firm.

Geurts spends several hours throughout the year writing articles for the magazine.

“All of the CPAs on our staff are members of the WICPA and the AICPA (American Institute of Certified Public Accountants) as well,” she said. “We use the WICPA as a resource for (continuing professional education) for wicpa.org

“People sometimes ask about what I’m doing, why I continue to stay involved and about the time commitment,” she said. “I’ve seen the great results from getting involved. By attending one of

“I’ve seen the great results from getting involved.” the meetings, I was able to connect to someone who I called up when our firm was looking for a new firm for our peer review. From making that connection at that meeting came a good result that benefited my firm.” Geurts encourages other members to tap into their individual interests and skills and get involved with the WICPA. “It’s a great way to learn about the resources offered and opportunities,” she said.

Thank You! 2016

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l YES PROGRAM

Like father, like daughter John R. Heindel, Jessica M. Horning share same career and volunteer paths By Carol Rybak

t’s rare when an 11-year-old knows she wants to be an accountant,” John R. Heindel said about his daughter, Jessica M. Horning, senior accounting manager at Quarles & Brady in Milwaukee. “If you have a career that one of your kids follows, it’s a very proud feeling,” said Heindel, vice president of finance

Thank You! 2016

and administration at the Zoological Society of Milwaukee and WICPA member since 1979. Horning also followed in her father’s footsteps when it came to volunteering. She served on the WICPA Nonprofit & Healthcare Financial Conference Task Force for five years, while Heindel is currently serving his eighth year on the Task Force, five of which he was chair.

He also serves on the WICPA Educational Foundation and its Accounting Career Awareness Grant Selection and Investment subcommittees. Horning, a WICPA member since 2008, currently serves on the CPAs in Industry Spring Conference Task Force. The father-daughter duo said they enjoy having each other as a sounding board.

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John Heindel (left) and Zoological Society staff accountant Deann Crawford (right) review invoices with YES intern Eunice Johnson (center).

“When serving on a conference task force, you learn how other organizations operate, which can add value to what you’re doing,” Horning said. “So you’re not just helping others, but you’re helping yourself grow as well.”

“I enjoy educating others about the accounting profession and adding value in the form of support and training,” Horning said. “Through the YES program, I hope to provide interns a base knowledge of how an accounting department runs and the administrative tasks that keep a business organized.” The YES program gives minority high school students a career-enhancing experience that offers academic and professional development to prepare them for business careers. The program is funded by the WICPA Educational Foundation, the National Association of Black Accountants (NABA) and the pre-college divisions of University of Wisconsin-Milwaukee

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Photos by Mark Hines

Most recently, Horning was a first-time volunteer with the Young Entrepreneurial Scholars (YES) program, when her firm hosted a high school intern for its sixth year, while Heindel at the Zoological Society hosted a YES intern for its seventh year.

Jessica Horning shows YES intern Miguel Cuevas accounting spreadsheets on the computer.

and University of Wisconsin-Oshkosh. It was started in 1999 by WICPA member William B. Coleman, president of Coleman & Williams, Ltd. in Milwaukee. Tasks over the six-week internship include learning to work in an office environment with other professionals and developing important non-technical skills while being exposed to W-9 and Internal Revenue Service forms, accounts receivable, deposits, accounts

payable, terms of invoices, account reconciliations and spreadsheets. When asked why he volunteers, Heindel said: “I’ve always emphasized the importance of giving back to the profession and the community. Being involved in the WICPA’s volunteer programs is a way to develop a different skillset that may not be a part of your day job, while implementing change to make the world a little better place.”

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MEMBERSHIP MILESTONES 1-YEAR MEMBERS Joel Acker Morayo Aderugbo Scott M. Albrecht Linda Amann Brian M. Anderson Bradley J. Archambeau Jason Askin Donna Aspenson Jeffrey S. Audretsch Sean F. Bailey Nathaniel T. Bartz Michelle Baumgart Emily Baumgartner Sheridan Bearheart Brian G. Becker Caitlin Behncke Kurt M. Bendykowski Alison A. Benning Jasmine M. Berg Zachary D. Berghouse Tanya Binning Patricia A. Birschbach Joseph P. Blayney Mallory Bocek Joshua M. Boeldt Robert Bohnert William J. Boll Sam Bollig Nicholas Borden Kumiko Born Charles N. Braley Carmi S. Brawley Stacy L. Brieman Stephen L. Broyles Andrew L. Buckoski Katherine Bula Emily Burkholder Rachel Burrell Mitchell J. Cagney Kenneth G. Calewarts Matthew J. Calhoun Joshua J. Carmichael Margaret Carmichael Sherry L. Carney Michael W. Carpenter Shannon Carpenter Daniel C. Carroll

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Ting M. Chau Elizabeth L. Chizeck Kathleen Ciantar Matt Cimpl Alyxandrea Clayton Stacey L. Cline Matthew Cole Brooke M. Cornell Kelly A. Cowhig Kenesha A. Crafton Erica Craig

â&#x20AC;&#x153;A former colleague introduced me to the YP Committee and thought it would be a way to use my creative interests for the profession. As a new WICPA member, I look forward to brainstorming at meetings, attending events, and networking with members. I enjoy also getting to be a part of the event planning process and see ideas come together as a polished event.â&#x20AC;?

Tony J. D'Alessio Nicholas Dalton Stephen Daniels Ann L. Daugherty Christopher D. Davis Jeffery J. Debbink Megan A. Decker Dana A. Delsman Patti A. Denton Amanda K. Djurickovic Linda M. Dolezalek Taylor Dorris Michael F. Drews Daniel S. Ellenberger

Anthony B. Ellis Karen M. Eslinger Sarah L. Evans Kimberly Fabian Michael H. Farina Ryan T. Filtz Katherine M. Fisher Theresa A. Frey Starr Frohlich Peter J. Fylling Audra Gaikowski

Ann L. Daugherty Financial Analyst II, Rexnord Corporation

Brian J. Geurts Lyudmila V. Gomeniouk Margaret Gorman Nathan C. Graf Vicki E. Gramse Adam Grant Peter H. Gremmer Andrew Gutierrez Casper K. Haas Mathias D. Halbur Diane R. Haley Clenton Hall Michelle Halverson Victoria Hansen

Heather R. Hanson Anne C. Haraldsen Anastasia T. Haroldson Cynthia M. Hasenfratz Zach B. Hasenstein Lauren M. Hebert Christina M. Heit Brian D. Helf Bryan J. Helt Alicia Hielke Michaela Hill Jill I. Hinson Jenna Hintz Yousuf R. Hirani Justin D. Hoagland David J. Hodorowski Bruce A. Hoefler Tyus Hoeppner Audra S. Hoffmann Dorothy B. Hollenbach Rebecca M. Holman Nicole Hooper Adrienne M. Houck Heidi L. Hubatch Scott Hubatch Jazar Huerta Michael Humphrey Dana R. Hurda Gregory A. Ichel Maria Ideker Christopher E. Iverson Sydney Iverson Matthew J. Iwanski Valerie Jach Khalil Jackson Cynthia Jensen Nicole Jensen Nicole Jeske Andrew Johns Bryan T. Johnson Linda C. Johnson Scott Johnson Frederick A. Jones Mitchell Jussila Kyle R. Kaestner Stephen Kandel Teresa C. Kane

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MEMBERSHIP MILESTONES 1-YEAR MEMBERS, CONT. Nicole D. Karimi Daniel R. Kelm Sarah F. Kerwin Jennifer Kieffer Nicole King Megan E. Kinney Ashley A. Knutson Emma Knutson Douglas A. Kohanski Molly J. Kolton Thomas L. Koops Justin Kudick Daniel Kusilek Daniel M. LaFrenz John P. Lamont Andrew Landfried Daniel B. Langer Hannah Lanser Cheryl M. Lautenbach Pei-Ying Lee David Lehane Julius E. Lewiel Tai Jung Lin Jeremy R. Linn Nathaniel J. Logan Darlene Londo Cory Loppnow Michelle Luckmann Nicole M. Luckow Daniel W. Lueck Michael S. Lukomski Brenna MacDonald Daniel D. Mael Ryan Maniscalco Matthew Markewicz Jessica C. Markgraf Wendy J. Markgren Christopher Marks James G. Marlin Nicholas K. Marsh Andrew Marshall Derek Matzke Jeneva McMartin Jenna McMillan Michael D. Meckstroth Karen S. Menke Brittany A. Mergen

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Anna Messerschmidt Meghan E. Miller Maureen M. Milner Theresa A. Monpas Marc A. Monreal Jennifer L. Monsos Ryan P. Mooney Caitlin Multerer Stephanie Nelson Jenna E. Northouse Kendal L. Novak Thomas P. Novotny Jr. Jason M. Noyes Tabi Nsiah Kimberly A. Nygard Hannah J. Oglesby Kristine L. Ols Laura L. Olson Zachary E. Olson Laura Osgood Anna M. Pasanen Katey Pasqualini Jennie E. Patrick Natalie L. Patti Jacob G. Pehl Ross A. Perry Lucas L. Petzold Zachary L. Picknell Bobbi L. Pliego Klabacka Robert F. Ploetz Andrea L. Porath Mark T. Porter Stephanie A. Potter Shawn M. Prell Kayla Priebe Lacey M. Puls Paul A. Quackenboss Chelsea A. Rakowski Stuart P. Randall Brandon D. Rehmus Chris D. Remitz Antone Revolinski Mary Kaye L. Richardson Logan J. Ritchie Tramaine Robinson Donald J. Roblee Arlene A. Roche

Daniel Roe Jennifer A. Romero Jordan Ross Matthew Rostollan Roger G. Roth Christopher L. Royce Justin J. Rukamp Christine M. Ruth Michael J. Rutten Cory Salzmann Nicholas R. Sattler Evan L. Scherer Roman Schlimgen Gina Schneider Stephanie A. Schoenherr Sarah Schreiber Ann Schroeder Joshua Schroeder Matthew J. Schroeder Barb A. Schuetz Kelly Schuh Christina M. Schultz Justin Scott Eric Sesvold David M. Setzer Brittini Sharp Randall C. Sherfinski Jacquelyn Sincoular Aycha Sirvanci Gina C. Skibo Andrew Sloan Darren Smith Kortni Smith Anthony M. Speel Nicholas A. Speel Gary A. Spencer Megan Spitzenberger Curtis A. Stang Tyler Starbird Jeffrey G. Stark Stephen W. Steffes Dustin Stelse Scott Stene Scott O. Stuckmann Sara L. Sturm Katie Sutter Robert W. Tanner

Joshua D. TeBeest Charlotte L. Towle David P. Trione Julie Troullier Adam Troutsch Tina M. Trumbower Ben Uhen Adam M. Updike Marcie M. Vaage Bailey Valencia Abby M. Van Kerkvoorde Lauren M. Van Ryzin Christine C. Varnes Amy Veers Jesse J. Veeser Barbara Vertein Goran Veselinovic Nathan J. Vinoski Brad M. Voght Kristen L. Voster Justin M. Vrakas Goran Vukovic Charity L. Wagner John J. Wagner Andrew A. Wallace Perry M. Wanner Mollie I. Weaver Jeremy R. Wedell Robert Weinhold Shane R. Weiske Stephen M. Weiss Marco Wenzel Paul J. Westberg Monica Wherry Margaret Wilber Jason C. Winchell June Winkel Tyrrell Wirkus Aaron F. Wojciechowski Nicole M. Wood Jesse R. Wunderlin Fei Xiong Matthew R. Zimdars Brett Zinnel Tony Zuba

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MEMBERSHIP MILESTONES 5-YEAR MEMBERS Sunil K. Aghi Nicholas J. Allen Katrina L. Anderson Isabel Bartos Tara Bast Bryce Becker Jamilyn S. Beimborn Sarah Bender Austin C. Bennett Elizabeth M. Benson Kendra M. Berg Becky J. Beyer Brian T. Blaney James D. Broughton Jonathan D. Brubaker Mike Bruflat Josh Brunner Amy K. Bruns Susan W. Carskadon Jessica M. Cassellius Linda S. Chosa Jeff Christensen Delbert P. Collard Elizabeth L. Colson Christina M. Corbo Katherine A. De Cramer Benjamin G. Deering Blake J. Derr Katie Dillow Peter J. Doemel Krista Donahue Anne J. Donarski Richard A. Donarski Maria Draeger Jacob P. Dykstra Daniel T. Egan Megan L. Ellingson Vanessa A. Endres Nicholas J. Faber Andrew D. Faust Joseph P. Fee Jessica M. Feiner Paul J. Frantz Brooke Franz Nicole M. Gerend Bryan C. Gerlach Melissa M. Gerrits Alexander J. Gianos-Steinberg Katherine Glende Tina G. Gore Audrey A. Gray Eric E. Gurholt Nicole L. Hallet 24

Thank You! 2016

Stephanie J. Hamilton Derek J. Hammen Wade T. Hanson Krista D. Hau Ronald R. Holub Elizabeth M. Hufford Erin A. Hunsader Thomas G. Jacobson Jason E. Jendrach Heather B. Jeschke Cameron D. Johnson Dean M. Johnson Linda D. Johnson Holly M. Jones Gretchen Kaseman

Andrew S. Laluzerne Pamela M. Lammers Sarah A. Lapinski Yingxin Liu Jennifer R. Luchs Matthew E. Ludeman Steven C. Lunn Jessica H. MacNaughton Andrew D. Maroo Scott E. Marr Andrew S. Marschall Amy E. McClelland Nicole A. McGuire Amanda McNutt Jill M. Michalski

“As a CPA, and five-year member of the WICPA, I have had the opportunity to meet professionals who are passionate about helping others. It is no secret that it takes hard work, diligence, and determination to become a CPA, but earning that credential does not mean the end of the process. I actually think it is just the beginning. The WICPA is a respected authority in the profession and allows me the opportunity to contribute as a subject matter expert in my area of practice. I am inspired by the CPAs I have met and hope to inspire others.”

Bethany M. Keleher Hollie A. Kemmer Adam C. Kendle Kelli M. Keys Julie M. Kiley Shannon R. Killeen Jeffrey J. King Natasha L. King Adam A. Kleinmaus Philip S. Klemme Heidi M. Konkel April M. Kouba Debra Kozeniecki Jacob A. Kraus Kathleen A. Kuna

Angela C. Thomas

General Accounting Section Chief – Bureau of Finance, Wisconsin Department of Natural Resources

Quinn A. Mitchell Josh Mueth Abigail M. Nelson Mei-Lyn Nelson Veronica L. Nelson Derek J. Nest Brad Netzel Ashley M. Nuckolls Thomas M. Ockwood Gary O. Otte Erich R. Palecek Matthew E. Parks Joseph D. Paroubek Justin G. Pavloski Kimberly A. Phalin

Ashley M. Pharo Keith A. Prince Ann R. Przybysz Rachel L. Quade Lacey M. Quatsoe Travis P. Richert Heather J. Richter Diane Rieder Kalyn J. Robbert David T. Roche Robin L. Rosenbaum Nathaniel A. Roth Rebecca Roy Michael A. Sama Mark K. Scheunemann Justin T. Schmitt David J. Schneekloth Gwen K. Schroeder David Schroepfer Brad S. Schuchardt Paul J. Schwartz Michael R. Scott Alexander S. Shima Anthony J. Singler Emily Sladky William C. Smith Tanya M. Stamps Samantha A. Stauber Scott M. Sternhagen Nicole L. Sullivan Monica R. Swaagman Brian W. Swain Evan A. Thom Angela C. Thomas Kimberly K. Thome Dawn M. Thompson Michelle L. Thomson-Henry Denise Thrams Elizabeth Uecker Bryant H. Van Cronkhite Sara K. Van Lanen Michelle E. Walter Tracy L. Walter Dustin M. Wiesner Kristin M. Wilhelm Travis J. Willing Heather A. Witt Adam J. Wunderlin Paulina A. Zarebska James R. Zenisek Todd M. Zimdars Jacqueline R. Zolp

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MEMBERSHIP MILESTONES

Steven H. Adams Deanna Alexander Kathleen M. Arendt Alan J. Bartelme Judith M. Baxter Robert E. Beers John F. Bleidorn Becky R. Bradl Holly L. Breien Ryan C. Brummund Michelle L. Budysz Keith R. Burns Daniel E. Buttke Peter B. Campbell James Chudy Matthew DeChamps Greta C. Diercks Erin R. Dombeck Heather A. Dunn Lisa M. Engel Sarah M. Faust Michelle M. Furlott Maryann Gavenda Darren L. Goldstein Mary B. Greiner Randy S. Greving Molly B. Griffith Sarah J. Grube Thomas J. Gudex II Michael J. Hall Jacqueline S. Hensgen Daniel D. Heyden Nicholas A. Hinz Scott P. Hoover Jessica M. Huebner Sharon T. Hugus William H. Johansen Amy K. Jonet Thomas P. Jostad Aaron Juckett Margaret A. Kamla Karl Kapfhamer James E. Karls Wendy K. Karow Erica G. Knerzer Stephanie Liebl Brian J. Lightfield Daniel P. Lobes

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Photo by Janet McMillan

10-YEAR MEMBERS

The WICPA honored members celebrating 10 years of membership at the 2016 WICPA Member Recognition Banquet and Annual Meeting on May 5 at the Florian Park Conference and Event Center in Germantown.

David J. Magruder Theresa L. McCoy John P. McDermott Angela M. Morales Michael R. Moulton Kurt M. Myszewski Katie A. Nadboralski Amanda Neuman Melissa M. Nyhus Justin I. Oerter Jeri A. Ohman Jeffrey D. Olsen Joy C. Palmer Kristin M. Peer Jacob R. Peters John D. Peterson Ronald E. Peterson Debra L. Petrasek Michael A. Powers Karen Prochaska Michael W. Psuik Todd S. Restel Lucas A. Rocole Mary Jean L. Roovers Tara Roslawski Thomas A. Roth Meagan A. Rutkowski Melissa J. Schmieder

â&#x20AC;&#x153;My journey with the WICPA began 10 years ago with my first job as a professional accountant out of college. I joined the Young Professionals Committee as vice chair. I spent several years on the committee organizing all kinds of events for young professionals like myself. Eventually I had to move on, but continued working with the WICPA by participating on other committees such as the Excellence Awards Selection Committee, Membership Advisory Committee and a host of other requests made by the outstanding staff of the WICPA. The opportunities provided were a big part of a platform to a professional career.â&#x20AC;? Lucas A. Rocole

Senior Manager, Wipfli LLP

Kathryn A. Schnelle Ann M. Schultz Jennifer M. Schultz Jason A. Sederquist Mark H. Shepler Rita A. Simmons Carver Smith III Elizabeth A. Spencer James F. Stark James W. Stuart Matthew P. Sullivan

Danielle M. Temp Greta M. Teter Liza K. Thomas Jessica M. Trautman Scott O. Van Lith Jean D. Vito Edward C. Witzlib Xia Xie Stacey L. Zelinski Renee I. Zimmer Casey L. Zwettler

Thank You! 2016

MEMBERSHIP MILESTONES 25-YEAR MEMBERS Sherri L. Albinger Jeffrey R. Anderson Linda A. Anderson Brandon D. Andries LeAnn J. Appleton Laura K. Bartels Dean J. Basten William E. Beck III Mark N. Beckman Dianna L. Bednar David P. Behnke Timothy J. Beilke Todd J. Benthein Kristine P. Berhow Jane Beste Joan M. Betz Jeffrey J. Blonski Stacey E. Bodi Brian R. Boerner Michael W. Boettcher Mathew W. Boyle Brenda B. Brandt Timothy J. Bressers James V. Breunig Melodi L. Bunting Marvin A. Busta Gwen C. Canady Nancy A. Cherney Bruce P. Czech Mark L. Dawson Vivian J. Dethloff Dan L. Dooge Joyce E. Drews Amy M. Driessen John Ebsen John A. Entringer Todd M. Ericson Julie A. Evanoff Thomas A. Ewing Jeffery G. Faanes Jefferson R. Farquhar Bridget Fassett Julianne G. Feiler David G. Ferris David F. Finger Kevin P. Finn

Thank You! 2016

Robert W. Flannery Diane L. Flouro Julia S. Fretchel Charles R. Frohlich Melissa J. Fularczyk Debra A. Gahr Joseph R. Galarowicz Betty J. Gehring Mark J. Gelhaus Kelly J. Gigot Sharon G. Gostomski

David J. Henningfield Theresa A. Hoeft William T. Hogan Duane T. Hovick Andrew J. Hulen Cynthia L. Hulen Anthony J. Igl Merry L. Jaeger Joseph L. Jester Bryon P. Johnson Jeffrey M. Johnson

“WICPA membership has benefited me greatly over the last 25 years. I started my firm in 1994 and joined the WICPA’s Southeastern Chapter and the Waukesha Practitioners’ Group. I was able to integrate with large and small firms. I learned from everyone and developed a successful practice. The success was due in part to the WICPA providing workshops, networking events and putting CPAs together. I appreciate all the association has done for me.” Frederick J. Sitzberger

CEO, Sitzberger, Hau & Co, S.C.

Mary W. Gremmer Lindsay H. Hammerer Debra K. Hansen Daniel G. Harris Donna M. Hartman Jeffrey M. Haufschild Michael L. Hauser William P. Hauser Kevin G. Hefty Kirk R. Hegna Lisa A. Heider Sharon J. Helms

Kathryn M. Jones Maureen A. Jones Vicki L. Kalnins Scott J. Keipper Dean A. Kellner Robyn R. King Thomas Kintis Bradley L. Klitzke Anthony J. Klockow Carol J. Knox Melissa K. Koeppel Jeffrey P. Kohlstedt

Bert W. Kolz Diane R. Kopydlowski Michael J. Koser Tony G. Kromanaker Mark A. Kuepers Sally A. Kuss John M. LaFreniere Barbara J. Langkau Patrick J. Liegel Timothy J. Makela David E. Mayer Susan D. Mayer Tami W. McCann Daniel P. McKeown Mark F. McNally John A. Meicher Eugene W. Meier Terrance J. Miller David C. Moran Scott A. Nelson Kevin J. Nitka Linda L. O'Hanison John W. Oleniczak Gerald A. Ontko Cynthia C. Oskey Thomas J. Pamperin Carin R. Pardun Michael H. Parrish Joseph W. Peikert Paul S. Peplinski Jeffrey G. Pereles John G. Peters Ray Petkovsek Paul E. Piotrowski Jeff P. Poeschl Holly S. Pokrandt Dean L. Popek William N. Portz Wendy K. Potratz Timothy R. Potter Daren J. Powers Bradley A. Quade Anna M. Queram Lori A. Rich Kevin C. Richter Lorry K. Rifkin

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MEMBERSHIP MILESTONES

Photo by Janet McMillan

25-YEAR MEMBERS, CONT.

The WICPA recognized members celebrating 25 years of membership at the Member Recognition Banquet and Annual Meeting on May 5 at Florian Park Conference and Event Center in Germantown.

Brett M. Rimkus Susan E. Ritchie Timothy A. Rush John B. Sanders Bradford L. Schaffer Tammy J. Schmid-Mulry Krista M. Schmidt Margherita M. Schroettner Susan M. Sheaffer Peter J. Sinsky Frederick J. Sitzberger Richard P. Snyder Joe A. Sperstad Mark F. Spindler

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Tim R. Splittgerber Linda M. Stangel James M. Stawicki Rick C. Steiner Michael W. Steinl Kenneth J. Stephani Andrew F. Sterkowitz Richard D. Stinson Brian S. Sullivan Carol A. Sullivan Martha L. Sullivan Joseph C. Suttner Leroy D. Swiecichowski Steven J. Szydel

David M. Tauber Mary-Jo C. Taylor Monica M. Tennie David W. Tepper Jonathan A. Thiel Timothy J. Thomson Claudia A. Traynor Denise M. Van Ess Jeffrey J. Verkuilen Daniel E. Viken Barbara A. Walber Nancy R. Walls Brian R. Walsh Margaret D. Weishar

Gail A. Whittier Matthew R. Williams Dawn E. Wittak Richard Wittmann Susan M. Wolf Phillip P. Yahnke Tod J. Zacharias Kenneth J. Zagzebski Scott J. Zemski Ken J. Zimmer

Thank You! 2016

MEMBERSHIP MILESTONES 50+ YEAR MEMBERS Lawrence W. Abler Robert L. Albrecht Jerome W. Aronson Curt J. Baier Alice M. Bauer Dennis W. Bersch Sr. Ralph W. Bollom Jr. Edward B. Bookstaff Jan M. Bovee Darryl L. Boyer David J. Broberg Darwin C. Broenen Lloyd W. Brown Leroy J. Bruechert Thomas C. Bugel Francis E. Butz Donald R. Carlson Raimond Cerbins Irving L. Chortek Wesley R. Christensen Robert D. Cohen Robert E. Conlin Howard H. Dahms John P. Darling Bernard O. Davis Robert H. Eldridge Don M. Enders Charles E. Engelhardt Robert M. Fahres Bertren D. Figi Paul S. Fishkin Rockne G. Flowers Donald L. Freyberg Jon C. Gage Harvey A. Gobis Gene A. Gohlke Mark J. Gorman Franklin P. Graf Stephen N. Graff Theodore F. Gunkel John Hayes Wayne J. Hilbelink Herbert M. Hillman

Thank You! 2016

Gary Hoff John L. Hoffmann Jerome L. Holden James R. Hornung Arthur L. Hotvedt Richard W. Hoy Robert J. Iglar Lawrence H. Jansen Orville W. Jensen Arthur F. Jeske David M. Johnson Willard M. Johnson Robert W. Jonet Robert H. Jorgenson George C. Kaiser Jr. Robert G. Kastner James W. Kiefer Raymond F. Kiewit James J. King Robert B. Kirkpatrick Raymond W. Kitson Beverly A. Klumph Richard J. Kneiser Thomas J. Kohl Robert F. Kolb Willis D. Krause Bernard Kristal Maurice A. Kryshak Bernard S. Kubale Duane W. Kuehl Warren H. Kukla Martin A. Kult Lawrence Lauwasser Ralph N. Lazar Jerry A. Leer David M. Leslie Burton H. Levine Frank S. Macek Marilyn B. Mayr Jere D. McGaffey Donald M. Meier Lloyd C. Meier Frank M. Metz

Eugene J. Miller James R. Modrall Thomas P. Moore James F. Morrison James J. Murphy Armin H. Nankin David L. Nelson Howard G. Nelson Robert E. Nelson Robert L. Neu Norbert Nevid Dale A. Nordeen Glen Nordin Jack R. O'Donnell David R. Ohlinger Glen L. Olson William C. Parsons Michael M. Penner Mills C. Perry Elizabeth Peters Alphons Pitterle Herbert C. Puetzer Otto R. Radke Thomas G. Ragatz Eugene M. Recknagel Marvin F. Reitz James W. Riedl Bruce J. Roberts Gordon E. Schaefer John F. Schatz John A. Schloegel John H. Schmitz Raymond W. Schmitz Jr. Howard M. Schnoll James B. Schommer Harold L. Schroeder Robert N. Selberg James D. Seymour James M. Shellow Philip J. Siegel Harold R. Siekert Grant A. Smart Edmond L. Smith

Raymond J. Stalowski Thomas M. Stemlar Robert C. Stenman Robert A. Stephan Gilbert J. Stielow Edward T. Stone Fredrick C. Strey Jack C. Susmilch James A. Sweet Donald Thut Donald J. Trawicki Donald H. Tushaus Neil H. Van Der Jagt Gerald M. Vande Loo David L. Vollmar Howard C. Volz Joseph E. Voyer Robert L. Vrakas Donald S. Wagner John R. Walicki James H. Walsh Patrick W. Walsh Victor N. Weiler Jordon A. Werner Richard M. Wettstein Walter B. Wieckert John F. Wilke Kenton E. Williams Ivan J. Wilson Edward J. Wojtal James W. Wright Clifford J. Zahn Walter J. Zimbrich Donald O. Zimdahl

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DONATIONS CPAC/LIF CONTRIBUTORS JAN. 1 – DEC. 31, 2015 Angela J. Achenbach Late Bart Adams Jay D. Adkisson William R. Ahlstrom Thomas J. Alberte Ronald J. Altenburg Christine M. Anderson Brandon D. Andries Inga M. Arendt Christa M. Baldridge Greg J. Barber Paul H. Barstad Paul F. Batchelor Randall H. Beard Lucien A. Beaudry Mary J. Behling Todd A. Behm Donald N. Bernards Anthony J. Berndt Todd C. Bernhardt Douglas K. Berry Jeffrey T. Blattner Brian G. Bohman Raymond H. Boysen Jr. Kelly J. Bradley Jeffrey J. Bramschreiber James D. Brandenburg Jeffrey A. Brandenburg Melaine D. Brandt Pamela R. Branshaw Jamie C. Brown Maria V. Bruggink Brian T. Buchholz Thomas G. Buresh Gregory G. Butler Lonny J. Charles Kevin L. Cherney Nancy A. Cherney Timothy L. Christen Lee J. Christensen Crystal L. Christenson David O. Christianson William B. Coleman Craig A. Cookle JoAnn M. Cotter Robert J. Cottingham

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Todd C. Craft Lisa M. Cribben James C. Cummings Christine M. Dahlhauser Mark P. DeBroux Kenneth P. Demerath Paul G. Denis Gerald E. Denor Brad W. DeNoyer Chad R. Derenne Katherine A. Diederich Jodi L. Dobson

Michael F. Fitzpatrick Bradley G. Frank Stephen L. Franke Michael E. Friedman Sandra L. Friess Karin M. Gale Robert T. Ganschow Joshua D. Ganshert Lynn M. Gardinier Ryan D. Gartman Thomas J. Giesen David J. Globig

“Contributions are vital to the success of WICPA advocacy efforts. Because of contributions and involvement of WICPA members, we have been successful at overcoming potential changes to laws that could have negatively affected our profession and businesses in our state. I urge all members to support advocacy efforts Nicholas S. Lascari by contributing to the Partner, Jezo & Lascari, LLP CPAC/LIF fund.”

Karen A. Doerner Rick E. Dreher Amy M. Driessen Jeffrey W. Dvorachek Matthew P. Eckelberg Barbara G. Ecklond Wayne Ehlert Brent T. Engelsma William O. Evenson Mark O. Faanes Phillip D. Fader Anthony D. Faust Linda J. Feirn Christine M. Fenske

Carla A. Gogin William D. Goodman Kurt E. Gresens Thomas L. Grimm Craig R. Grinde Bryan F. Grunewald Brian M. Gunderson Michael G. Gustafson Douglas W. Haag Todd D. Hagedorn Lonnie P. Hampton Christopher J. Handrick Steven G. Handrick Jean M. Hansen

Mark A. Hanson Katherine L. Hauser Monica M. Hauser William G. Heinrich Vicki V. Hellenbrand Kim K. Heller Kevin R. Heppner John T. Himmelspach Russell A. Hissom Allyson J. Hofstede Tammy J. Hofstede Traci J. Hollister John R. Honadel Terry L. Hoover Kirsten M. Houghton Laura Huggett Wade R. Huseth Kevin M. Janke Henry A. Jasper Jane F. Jerzak Tom Jezo Dawn J. Johanknecht Randy L. Juedes Keith I. Kamperschroer Thomas L. Karman Neil R. Keller Michael R. Kendhammer Jeffrey L. Kersten Kenneth D. Klemm John A. Knepel Brian Knoll Mark A. Knuth Timothy A. Koechel Marcus P. Koehl Corey J. Kolbe Michael W. Konecny Deborah A. Kossow Donald W. Kossow Sr Todd W. Kostman Daniel T. Koszalinski Keith E. Koszarek Jeffrey W. Kowieski Jay M. Kramer John D. Krause Thomas M. Krieg Tony G. Kromanaker

Thank You! 2016

DONATIONS CPAC/LIF CONTRIBUTORS JAN. 1 â&#x20AC;&#x201C; DEC. 31, 2015, CONT. Kurtiss R. Krueger Mark S. Krueger Mark P. Kruncos Gregory J. Ksicinski Michael G. Kuechler Daniel Kufeld Keith A. Kulas Kathleen J. LaBrake William J. LaBrake Wendy L. Landrum Dennis J. Langenberg Kenneth J. Lardinois Nicholas S. Lascari David S. Laske Abraham H. Leis Terri M. Lillesand Kevin M. Loomans David L. Maccoux Jessica H. MacNaughton Alan M. Mader Randy S. Mahoney James J. Malczewski Ryan Maniscalco Carl L. Marzolf Martin P. Mathias LeRoy W. Matuszak Jay C. Mayer Tami W. McCann Joshua M. Meinen William J. Meulbroek 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 Daniel J. O'Leary Randall K. Olm James A. Olson Jeff Oonk Steven J. Overly Jason Page Krista K. Pankop Bryan L. Pautsch Daniel P. Pichler Holly S. Pokrandt John F. Prophet Brian D. Quandt William J. Ritchay Norman H. Roller James E. Rose

Michael P. Ross Michael P. Rusch Rene C. Schaefer John L. Schafer Kevin D. Schalk Corina R. Schoenke Eugene R. Schramka Carl E. Schultz Scott R. Schumacher John H. Schwab Thomas J. Sheahan Jill L. Sherry Timothy W. Sherry Kimberly M. Shult Frederick J. Sitzberger Gina C. Skibo Carver Smith III Markalan T. Smith James A. Smolinski Mark S. Sobczak Gregory A. Sofra Mark J. Spaeth James R. Stahl Laurie K. Steger Terry T. Strittmater Brian J. Strnad Jeffrey E. Stubbe Daniel T. Szidon Rick J. Taylor Edward M. Terry Steven M. Thompson

Denes L. Tobie Dennis F. Tomorsky Jason M. Totzke Scott B. Tracy 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 Dan C. Walker Peter J. Wautlet Theran J. Welsh Douglas R. Wendlandt Mary J. Werner Glen E. Weyenberg Randall J. Wichinski John P. Wisniewski Russell L. Wolff William A. Wong Aaron W. Worthman Daniel J. Young Kenneth R. Zacharias Chad M. Zeller Robert D. Zemple III

Making voices heard Making regular donations to WICPA 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! 2016

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DONATIONS EDUCATIONAL FOUNDATION CONTRIBUTORS MAY 1, 2015 – APRIL 30, 2016 Lawrence W. Abler William R. Ahlstrom Michael D. Akers Emily L. Albrecht Robert L. Albrecht James R. Allan Ronald J. Altenburg John C. Andres Laura J. Arnow James M. Ashland Paul A. Baniel Lucien A. Beaudry D'Arcy A. Becker David A. Benner Kathryn L. Bennett Michael J. Berns Sr. Jennifer M. Binsfeld Lawrence C. Bittner Karla E. Blair Jennifer M. Bogli Barry E. Borchert Frances E. Bosze Steven J. Brettingen Donald M. Broesch Michael J. Browne Mike Bruflat David P. Brzeczkowski Sandra A. Burant Elizabeth Buresh Suanne M. Cain Jennifer Campbell Fahey Joshua J. Carmichael Susan W. Carskadon David G. Chapman Stephan J. Chevalier Christopher M. Cholka David O. Christianson Edward H. Cichurski Michela J. Cobb William B. Coleman Robert E. Cook Anthony J. Cords Jon S. Danforth Jeffrey A. Davis Curtis M. Day Richard J. Day

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Laura E. Deerwester Suzanne M. Denzine Justin Deubel Daniel R. Diedrich Richard A. Dieffenbach Peter J. Doemel Steven C. Dombrock Benjamin E. Douglas Rick E. Dreher David M. Duehr Charles J. DuPont

“Contributing to the WICPA Educational Foundation is a great way to give back to the profession and show students that having the CPA credential will open many doors. Encouraging future generations of accounting students and teachers is a way to show others that accounting is a rewarding career and you can have a positive impact on the world. It’s also a thoughtful way to honor a favorite accounting professor or colleague that helped you go into accounting, become a CPA, was a mentor or influenced your career path.”

Kathryn Erickson Gary A. Ertel Mark O. Faanes Fred G. Farris Delores M. Fischer Robert J. Foulks Jr. Jeffrey A. Frank Michael E. Friedman Anthony J. Fuerst Michael D. Gabron Jon C. Gage Karin M. Gale

Lynn M. Gardinier Randall J. Garrity Virginia R. Geraghty David B. Gerstner Don E. Giacomino Jennifer M. Goemans Gene A. Gohlke Edwin Goldman Kathryn L. Golsteyn William D. Goodman Mark J. Gorman

Katherine L. Hauser Controller, Price Engineering Company, Inc.

Michael H. Grams Vicki E. Gramse Molly B. Griffith William P. Grimmer Randall S. Grobe Late Robert A. Gruber Guy Gunther Douglas W. Haag David A. Hagen John A. Haider Steven G. Handrick Jean M. Hansen

Ann M. Hanson Heather R. Hanson Ryan J. Hanson Theodore E. Hart Martha B. Hartmann Katherine L. Hauser Leslie Hauser John Hayes Elizabeth Hazi Daniel J. Heerey John R. Heindel William G. Heinrich Keith D. Helm Diana L. Henke Jolene L. Henke David J. Henningfield David J. Henrich Joy L. Hertlein Allyson J. Hofstede Tammy J. Hofstede Steven A. Hollmann Michael J. Howard Samuel Jackoyo George S. Jaloviar Christine Janssen Jeffrey A. Jaschinski Tom Jezo Mark C. Johannsen David M. Johnson Elizabeth R. Johnson Renee M. Johnson Andy T. Jones Patrick J. Juneau Shirley A. Kadlec David A. Kamke Carl F. Kantner James A. Karpowicz Marci S. Katz Lawrence M. Kean Robert S. Keebler John R. Kellerman Brian M. Kelley Paul F. Kersten J. Scott Kestly James J. King Louis J. Kisielewski

Thank You! 2016

DONATIONS EDUCATIONAL FOUNDATION CONTRIBUTORS MAY 1, 2015 â&#x20AC;&#x201C; APRIL 30, 2016, CONT. Fr. Kurtis J. Klismet Tricia A. Knight Kevin M. Koehler Robert F. Kolb Michael A. Kollath William L. Komisar Thomas H. Koplin Nicole C. Kraus Glenn R. Krieg Arthur E. Kronenberg Jr. Mark S. Krueger David W. Kumm Mary L. La Macchia Gregory P. LaFreniere Christopher J. Larson Richard C. Larson Nicholas S. Lascari David P. Lauer John J. Ledvina Marilyn Lindemeyer Jon R. Lindwall Dorene Link Peter C. Loughrin Robert D. Love Frederick T. Lundin Patrick R. Lyons Wai Ping Ma David J. Magruder Matthew Markewicz Muriel L. Marx Hoffmann Lucretia S. Mattson Patrick G. McGarry Robert T. McGrane Krista M. McMasters Jon D. McMurtrie Donald M. Meier Kenneth A. Melin Steven Meyerson Thomas L. Mickelson Eugene J. Miller Howard C. Miller

Thank You! 2016

James P. Miller Karen A. Monfre Sanford L. Moore Jr William T. Murphy Katie A. Nadboralski Peter M. Nagel Paul C. Neitzel Robert J. Nenahlo Duane L. Neuendorf Terence A. Niewolny Robert W. Nigh June F. Norman Richard B. Nystrom Daniel J. O'Leary William C. O'Loughlin Wayne E. Olsen Danica E. Olson Amy L. Olvey Gerald A. Ontko Thomas J. Oswald David G. Page John C. Patzke David M. Paulus Patrick M. Pennefeather Sandra M. Peterson Ray Petkovsek Joan M. Phillips Nickolas A. Pierce John W. Pierquet Terrie A. Pohjola Thomas J. Polacek Larry G. Price Herbert C. Puetzer Steven A. Pullara Brian H. Pulvermacher Keith A. Radke Matthew I. Raunio Kevin M. Reardon Robert E. Reed Jr. James S. Repp Todd S. Restel

Joseph A. Rock Ronet Rodewald Patrick W. Romenesko Kenneth P. Rose Carl J. Rudolph Gregory L. Ryan Lisa J. Sanborn John G. Sawtell LeRoy C. Schmidt Nancy A. Schneeberger Robert A. Schneider James B. Schommer Eric R. Schroeder Norman R. Schroeder Jayna K. Schultz Richard B. Schultz Steven B. Seymour Kelly M. Sics Kevin P. Sill Suzanne M. Simonz Dan E. Smith Jane M. Somers Todd E. Sommers Anthony M. Speel Richard W. Spencer Charles J. Stadler Michael P. Steffes Beth A. Steiner Kyle R. Stephens Gilbert J. Stielow Thomas R. Stolper Thomas W. Stout Amy L. Straubel Megan M. Stroud Kenneth D. Strutz Aaron M. Sundstrom Connie P. Swanson Douglas J. Swenson William S. Tatman Edward M. Terry Morris L. Tharps

Michael R. Thill Angela C. Thomas Martin C. Thomas Dennis F. Tomorsky Lawrence A. Totsky Kim L. Tredinnick Debra M. Trost James F. Tullis Marlene Udovich Wendi M. Unger Terrance B. Vaassen Carol A. Valley Jon G. Van Drisse Paul G. Van Ess Lynn R. Van Horn Richard A. Vanden Heuvel Susan G. Vetrovsky Lynn T. Visser-Young Robert J. Walther Larry K. Weiss Debra R. Welch Joseph P. Wenzler Lori A. Wermuth Craig A. Wesemann Kirk W. Westfahl Jerry J. Weygandt Sarah R. Whyte Randall J. Wichinski Thomas G. Wieland Jean M. Willard Clifford A. Williams Bret D. Willoughby Raymond L. Wilson James W. Woloszyk Nicole M. Wood Adam J. Woznicki Richard J. Wrensch Boula Xiong Gerald W. Ziegler Michael A. Zongolowicz Larry L. Zorn

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A K U

THANK YOU!

â&#x20AC;&#x153;We recognize that volunteer members are the heart of the WICPA and help make the organization as vibrant and strategic as it is today. THANK YOU to our volunteers, new members and long-time members for your membership, time, commitment and contributions.â&#x20AC;? Tammy Hofstede, Chief Financial and Operating Officer, WICPA

Thank You! Wisconsin Institute of Certified Public Accountants W233N2080 Ridgeview Parkway, Suite 201 Waukesha, WI 53188 wicpa.org

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