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SVA Speaker Source

Industry Proven Professional Speakers for Your Next Meeting, Convention, Seminar, Tradeshow

If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche-area specializations.

Find speaker by topic:

  • Carrie Aiken, CHC

    Compliance and Consulting Manager

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    Carrie has 20+ years of experience in the healthcare industry, including involvement in leading and coordinating HIPAA privacy efforts. She is certified in Healthcare Compliance through the HCCA.

    Carrie provides active oversight and support for the SVA compliance program and leads the development of compliance policies, education, and risk analysis and mitigation. She also advises numerous healthcare practices on achieving compliance objectives and has expanded her activity to promote medical identity awareness and Medicare quality initiatives.

    The following is a partial list of the topics Carrie covers:

    • Healthcare Compliance
    • HIPAA Privacy
    • Medical Identity Theft

    Carrie has spoken to audiences at:

    • Wisconsin Medical Society events
    • Madison Area Technical College
    • Rural Wisconsin Health Cooperative
    • AAPC Chapter Meetings
    • Webinars
  • Jenna Atkinson

    Business Development Coordinator

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    Jenna Atkinson is a Business Development Coordinator for SVA. She works primarily with SVA Plumb Financial and SVA Certified Public Accountants’ business and individual tax groups. She is responsible for the creation and implementation of business development strategies and awareness campaigns that drive business growth.

    The following is a partial list of the topics Jenna covers:

    • Networking: Building Relationships to Meet Your Goals
    • Centers of Influence: How to Cultivate Ongoing Referral Relationships
    • Content Marketing: How to Use Your Knowledge to Attract New Clients
    • Top Ten Ways to Boost Your Business on a Budget

    Jenna has spoken to audiences at:

    • Ask the Expert Series - Middleton Chamber of Commerce
    • Business Before 9 (BB9) - Fitchburg Chamber
    • Get Moving Middleton
    • High Tech Happy Hour
    • Meeting Professionals International (MPI) - Wisconsin Chapter
    • Wisconsin State Bar - Solo and Small Firm Conference
    • Waunakee Economic Development Group
  • John Baltes

    SVA Chairman of the Board Principal – SVA Consulting

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    John is the founding and managing Principal of SVA Consulting, LLC an affiliate of SVA Certified Public Accountants, S.C. With over 20 years of consulting experience, John has worked with organizations to understand their unique needs and determine the most appropriate automated solution to fit their business requirements.

    The following is a partial list of the topics John covers:

    • How to create an IT Strategy or Components of an IT Strategy
    • Making Smart Technology decisions without having to understand the technology
    • Business Intelligence – Executive Education

    John has spoken to audiences at:

    • Connect and numerous technology-based conferences and expos
    • Convergence – national, Microsoft led conference
    • Wisconsin Assisted Living Annual Conference
    • Several local Chamber of Commerce events
    • Dozens of educational webinars and seminars
    • Guest lecturer at UW Stout
  • Bryan Bechtoldt

    Chief Technology Officer / Principal – SVA Consulting

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    Bryan is the Chief Technology Officer and Principal with SVA Consulting, LLC, an affiliate of SVA Certified Public Accountants, S.C.

    In his role, Bryan works on developing SVA products that deliver high business value to our clients. He continually looks at the technology horizon, analyzes the new technology directions and then positions, as well as, advises on how to best leverage this rapidly changing landscape to drive maximum business impact.

    The following is a partial list of the topics Bryan covers:

    • Excuse Me, I Think Your Culture is Showing: The Important Role of Organizational Culture in Business Relationships
    • Embracing Practical Change to Accelerate Growth
    • Current State of IT Infrastructure
    • Business Intelligence Strategies
    • Strategic IT road mapping
    • Unified Communications and Social Media
    • Demystification of the Cloud
    • Managing organizational change in the wake of disruptive technologies
    • Bridging IT and The Business to gain market advantages

    Bryan has spoken to audiences at:

    • Fusion CEO-CIO Symposium - Madison, WI
    • Microsoft CIO Business Summit - Redmond, WA
    • Cloud Trans4mation Executive Event - Phoenix, AZ
  • Mark Bennehoff

    Healthcare Consultant

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    Mark is a Healthcare Consultant with SVA Healthcare Services, LLC. He works with clients to ensure compliance with federal and state regulations and third-party payer contracts and policies.

    Mark provides contract analysis, billing workflow analysis, compliance education, and facilitates the development of compliance policies and procedures with clients. He has worked for more than 20 years in the healthcare industry with experience at healthcare providers and third-party payers.

    The following is a partial list of the topics Mark covers:

    • Third Party Payer Contracts and Reimbursement
    • HIPAA Privacy and Security
    • Physician Quality Reporting System (PQRS)
    • Electronic Health Record (EHR) Meaningful Use

    Mark has spoken to audiences at:

    • Wisconsin Medical Society
    • Healthcare Financial Management Association- Wisconsin Chapter
    • Webinars
  • Douglas Berry, CPA

    SVA Principal

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    Douglas is the Principal-in-Charge of our Assurance Services Group. Douglas is a member of the Governmental Audit Quality Center of the American Institute of Certified Public Accountants and serves as our firm’s Designated Audit Quality Principal. Douglas is also a member of our professional accounting staff in the Real Estate Consulting Group

    The following is a partial list of the topics Douglas covers:

    • Accounting, tax & governance for nonprofit organizations
    • Affordable housing, especially the use of low-income housing tax credits
    • Risk management and fraud prevention through internal controls

    Douglas has spoken to audiences at:

    • Numerous Nonprofit Roundtables
    • A Home for Everyone Conference
    • Connect, an Information Technology Conference
    • National Business Institute Seminar
    • University of Wisconsin – Madison
    • University of Wisconsin – Whitewater
  • Thomas Buresh, CPA, CFP, PFS

    SVA Principal

    Thomas Buresh, CPA, CFP, PFS
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    Tom has 35+ years of experience primarily in healthcare, non-profit services and preparing physicians and entrepreneurs to open their own practices and businesses. He has worked in many areas of business and industry devising strategies for his clients and young professionals – and then helped to implement them. Speaking often to medical grad students, Tom has created specialized presentations, tools and reference materials to help simplify the complex paths a starting physician may choose.

    The following is a partial list of the topics Tom covers:

    • The Financial Impact of Changes in the Healthcare Industry
    • Business Startups and Strategy: The Many Paths to Success
    • A Personal Planning Approach for Physicians: How to Achieve Your Goals

    Tom has spoken to audiences at:

    • Graduate Medical Education Classes – UW Wisconsin
    • Wisconsin Assisted Living Association
    • Wisconsin Medical Society
    • BioForward
    • Wisconsin Technology Council
  • Ken S. Cavalluzzo, PhD

    Principal – SVA Plumb Wealth Management

    Ken S. Cavalluzzo, PhD
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    Ken Cavalluzzo is a Principal, Research Analyst and Portfolio Manager for SVA Plumb Financial, LLC, and SVA Plumb Wealth Management, LLC. Ken is actively involved in company research and security selection. He also serves on the firm’s Investment Committee. In addition, he works with clients to create and manage portfolios of both individual securities and mutual funds. Prior to joining the firm, Ken was an Assistant Professor of Accounting at Georgetown University.

    The following is a partial list of the topics Ken covers:

    • The Art of Value Investing
    • Investing Beyond the Basics
    • Dividends as a Source of Income

    Ken has spoken to audiences at:

    • Wisconsin Capital Management Investor Symposiums
    • Numerous educational seminars
    • SVA Plumb Wealth Management Client Events
    • NBC15 Money Minute
  • Justin Chesbrough, CPA, MST

    Manager

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    Justin is a Manager and member of the Healthcare Industry Group at SVA Certified Public Accounts, S.C. He works with healthcare practices on entity formation, financial statement presentation, benchmarking, employee structure and benefits, overhead control and tax planning. Justin also has experience with compensation formula development and implementation.

    The following is a partial list of the topics Justin covers:

    • Reimbursable business expenses
    • Sales and Use tax as it pertains to the medical industry
    • Tax implications and planning for Social Security Benefits
    • Individual Tax Law Updates

    Justin has spoken to audiences at:

    • WISCA - The Association of Wisconsin Surgery Centers, Inc
    • Healthcare administrators
    • University of Wisconsin – Milwaukee
    • Healthcare professionals throughout WI
    • Presented in both webinar and live format
  • Dan Gibson, CFP®

    Principal – SVA Plumb Wealth Management

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    Dan is a Senior Wealth Manager with SVA Plumb Wealth Management, LLC, the Registered Investment Advisory affiliate of SVA Plumb Financial, LLC. With over 15 years of experience, Dan provides comprehensive financial planning and investment management services to individuals, families, and businesses. Dan also works closely with physicians and has spoken to several medical organizations on the importance of financial planning. He has served for over 8 years as a Board Member for the Financial Planning Association (FPA) of Southern Wisconsin. Dan was also a featured writer for ABCNews.com’s Financial Makeover column and the Wisconsin Medical Journal.

    The following is a partial list of the topics Dan covers:

    • Retirement planning for individuals and business owners
    • Optimizing your Social Security Benefits
    • Financial Planning for Physicians

    Dan has spoken to audiences at:

    • Financial Planning Association of Southern Wisconsin
    • University of Wisconsin – Madison
    • Medical College of Wisconsin
    • Wisconsin Medical Society
    • NBC15 Money Minute
    • WIBA Radio Program “Ask The Experts”
    • Numerous educational seminars and webinars
  • Adam Hanson, CPA

    Supervisor

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    Adam is a Supervisor and member of the Business Advisory Services group at SVA Certified Public Accountants, S.C. Adam works closely with business owners to advise them on accounting and tax issues, to assist with accounting software implementation and support, and to teach them how to better understand their financial statements in order to make critical business decisions. He also assists with financial statement presentation, budgeting, and tax planning.

    The following is a partial list of the topics Adam covers:

    • Financial Reporting Software
    • Financial Reporting
    • Tax Strategy and Planning

    Adam has spoken to audiences at:

    • SVA sponsored events
  • Kirsten Houghton, CPA, MBA

    SVA Principal

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    Kirsten is a Principal and the head of our Nonprofit Services Group. Kirsten is also the head of our Single Audit OMB Circular A-133 Expertise Group and a member of our professional accounting staff in the Real Estate Consulting Group.

    The following is a partial list of the topics Kirsten covers:

    • The Form 990 and related schedules
    • Assurance services required under OMB Circular A-133 and the State of Wisconsin Department of Health Services Audit Guide
    • Board governance and internal control studies for nonprofit organizations

    Kirsten has spoken to audiences at:

    • Numerous SVA sponsored nonprofit roundtables
    • University of Wisconsin – Madison
    • Association of Fundraising Professionals Chapter Meetings
    • WICPA Not-for-Profit Conference
  • Marcy Marquis

    Healthcare Consultant

    Marcy Marquis
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    Marcy is a Reimbursement Consultant with SVA Healthcare Services. She has more than 28 years of experience in the healthcare industry acting as a professional collection specialist and a certified healthcare collection specialist. She works with clients to improve their billing processes and workflow by identifying trends in billing and denial issues.

    Marcy also works with facilities experiencing backlog issues due to computer conversions. She is proficient in identifying issues and works with staff onsite or remotely to clean up and resolve old AR from the conversion. Marcy monitors backlog projects from their inception and communicates with the managing staff to provide updates on the progress of the clean up.

    The following is a partial list of the topics Marcy covers:

    • AR Management
    • Denial Management
    • Credentialing

    Marcy has spoken to audiences at:

    • AAHAM-Revenue Co-op
    • WIHIMA
    • Rural Wisconsin Health Cooperative
    • Part-B News
  • Nancy Mehlberg

    Manager

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    Nancy is a Manager with SVA Certified Public Accountants, S.C. and is part of the Business Advisory Services (BAS) group, where she provides businesses and individuals with accounting, tax and advisory services. Nancy helps clients establish internal financial reporting procedures and provides year-end financial reporting services. After evaluating procedures and processes, Nancy recommends options to streamline business processes. She reviews and recommends software that ensures management is provided with timely and accurate financial reports to run a profitable business.

    The following is a partial list of the topics Nancy covers:

    • Financial Reporting Software
    • Financial Reporting
    • Tax Strategy and Planning

    Nancy has spoken to audiences at:

    • SVA sponsored events
  • Thomas Milliken, CPA, MST

    SVA Principal

    Thomas Milliken
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    Tom is a Principal with SVA Certified Public Accountants, S.C. and a member of the Business Advisory Services Group, the Tax Division and Construction Consulting Group. With his extensive tax experience, Tom represents his clients in matters involving the Internal Revenue Service and state tax authorities including examination and appeals representation; accounting periods and methods issues; and requests for private rulings. Tom speaks before groups throughout the United States on a variety of tax and accounting topics. He has been cited in Forbes magazine and other publications for his tax insight and innovative tax planning.

    The following is a partial list of the topics Tom covers:

    • Individual Taxes and Tax Planning
    • Business Taxes and Tax Planning
    • Succession Planning
    • Choice of Entity

    Tom has spoken to audiences at:

    • SVA Consulting Annual User Conference - The need for tax planning
    • SVA-Plumb Wealth Management - Annual Client Event - Retirement Planning
    • Construction Financial Management Association (CFMA) - Tax Update for Construction Contractors
    • WIBA's "Ask the Experts" live radio call-in program
  • Joel Nettesheim, CPA

    SVA Principal

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    Joel is a Principal at SVA Certified Public Accountants, S.C., and a founding member of the Business Advisory Services Group. With over 30 years of experience in financial and tax issues as well as business consulting, valuation and litigation matters, Joel helps clients achieve their profitability goals as well as managing their risks by clearly understanding their future goals. Joel provides clients with technical expertise in financial reporting, corporate/partnership taxation, individual taxation, and taxation of partnerships, corporations and S corporations, valuations, general business planning, succession/exit planning and value building.

    The following is a partial list of the topics Joel covers:

    • Selection of Business Entity
    • Value Building and Exit Planning
    • The Dangers of Fraud

    Joel has spoken to audiences at:

    • Milwaukee Bar Association
    • Succession Planning Advisors of Wisconsin
    • Business Growth Advisors
    • Diversified Insurance Seminar Series
    • Council of Small Business Executives (COSBE)
    • Sunbelt Business Bankers Seminar Series
    • Metropolitan Builders Association (MBA)
    • Brookfield Chamber of Commerce
    • Various financial institutions
    • Milwaukee Entrepreneurs & Investors Forum
  • Kathryn Norton, J.D.

    President, SVA Plumb Trust Company

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    Kathryn is a Principal with SVA Plumb Financial and President of SVA Plumb Trust Company. With over 25 years experience in Trust and Estate Settlement plus 10 years experience in private law practice, Kathryn specializes in assisting high net worth clients with their trust and estate planning needs. Kathryn has been a frequent speaker on the topic of estate planning, helping individuals easily understand complex estate, gift and income tax issues and assisting her clients in creating estate plans which meet their goals for family wealth transfer and security.

    The following is a partial list of the topics Kathryn covers:

    • Basic Estate Planning
    • Trust 101: Revocable & Irrevocable Trusts
    • Estate Settlement: The Pitfalls

    Kathryn has spoken to audiences at:

    • MATC, Financial Institutions, Legal Association for Women, numerous other locations and audiences (on Basic Estate Planning)
    • Legal Association for Women (on Trusts & Corporate Trustees)
    • Numerous locations & audiences (on Advanced Estate Planning)
    • State Bar of Wisconsin, Wisconsin Trustees Association (on Post-Mortem Estate Planning)
    • Madison Estate Council (on Estate Planning Techniques for Retirement Benefit Overload)
    • Financial Institution clients (on Revocable Living Trusts)
    • Madison Estate Council (on Life Insurance Trusts)
    • UW Graduate School of Business (on Tax Traps in Estate Settlement)
    • SVA Executive Briefing webinar (on Estate & Gift Tax: A Window of Opportunity)
  • Debbie Oswald

    Principal - SVA Plumb Wealth Management

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    Debbie is a Senior Wealth Manager in our investment advisory affiliate, SVA Plumb Wealth Management. With over 20 years of investment and personal client experience, she has assisted high net worth individuals and companies through varied financial situations.

    Debbie's practice emphasis is providing comprehensive financial management to physicians, dentists, business owners and their families. Her clients rely on her expertise in investment and retirement withdrawal strategies appropriate in the current and changing tax environment.

    Debbie has written for the Wisconsin Medical Journal and various Madison magazines. She has presented many educational seminars and webinars, hosted seminar series for women, and presented on a number of NBC15 Money Minute segments.

    The following is a partial List of the topics Debbie covers:

    • The Importance of a Physician's Financial Check-up
    • Maximizing Your Retirement
    • Investing Beyond the Basics

    Debbie has spoken to audiences at:

    • Large Medical Practices
    • The Association of Fundraising Professionals
    • Community Fundraising Events
    • The Employee Benefit National Conference
    • SVA Plumb Wealth Management - Annual Client Event
    • Numerous Educational Seminars
    • NBC15 Money Minute
  • Curt Peerenboom, CPA

    Senior Manager

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    Curt is a member of our professional accounting staff at SVA Certified Public Accountants, S.C. As a Senior Manager, he assists developers by preparing financial forecasts for various real estate projects, including those that use Section 42 Low-Income Housing Tax Credits, Certified Historic Structure Tax Credits and New Markets Tax Credits. Using his knowledge and experience with these programs, he guides developers through the technical requirements to assist in determining the financial feasibility of their projects and the reporting requirements of the programs.

    The following is a partial list of the topics Curt covers:

    • Various real estate related tax credits
    • Auditing and tax preparation
    • Consultation to real estate professionals

    Curt has spoken to audiences at:

    • SVA sponsored events
  • Jacob R. Peters, CPA

    Senior Manager

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    Jake is a Senior Tax Manager with the Business Advisory Services group at SVA Certified Public Accountants, S.C. He uses his 14 years of experience to provide clients with guidance and consulting in areas such as federal and state income tax planning, debt forgiveness, Roth IRA conversions, energy efficiency tax incentives, and multi-state tax compliance. His experience working with businesses in the professional services, distribution, construction, retail and real estate industries provide the ability to consult with clients in a variety of areas.

    The following is a partial list of the topics Jake covers:

    • Multi-State tax planning
    • Multi-state tax compliance and audit resolution
    • Multi-state tax for professional service providers
    • Energy efficiency tax incentives

    Jake has spoken to audiences at:

    • Wisconsin Green Building Alliance
    • Roth IRA Conversion Webinars
    • UW-Madison
    • UW-Milwaukee
    • SE2 Conference
  • Rene Schaefer, CPA, MST

    SVA Principal

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    Rene is a Principal at SVA Certified Public Accountants, S.C., and a member of the firm's Tax and Manufacturing and Distribution Groups. With more than 20 years of experience, Rene helps clients grow and succeed through her creative ideas and strategic planning. Working primarily with manufacturers, distributors and large service companies, Rene’s area of focus is strategic tax planning which includes: tax incentives such as research credits and entity structure and multistate tax issues.

    The following is a partial list of the topics Rene covers:

    • Manufacturing Tax Incentives
    • Strategic Tax Planning for Business
    • Hot Tax Topics (including: LIFO for Inventory, R&D Credits, and Foreign Tax Reporting)

    Rene has spoken to audiences at:

    • WICPA
    • Milwaukee Bar Association
    • Multiple Chambers of Commerce
    • CEO Roundtables
  • E.G. Schramka, JD, CPA, ABV, PFS

    SVA Principal

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    E.G. has extensive experience in estate planning, fiduciary taxation and trust administration services. He advises estate planning clients by helping them identify their personal objectives, income needs and tax strategies to meet their long-term goals. He also has experience in business valuation and personal financial planning.

    The following is a partial list of the topics EG covers:

    • Estate and gift planning
    • Succession planning for closely held businesses
    • Income tax planning for high net worth individuals

    EG has spoken to audiences at:

    • WICPA (Wisconsin Institute of Certified Public Accountants)
    • Wisconsin Planned Giving Council
    • Middleton Chamber of Commerce
    • The Olbrich Garden Foundation
    • Madison Estate Planning Council
  • Catherine Smith, RN, CDMS, CPC

    MedCode Manager

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    Catherine is the manager of SVA MedCode Specialists, an outsourced medical coding service. As a certified coder with a background as a Registered Nurse and Case Manager, she brings valuable perspective to healthcare service dilemmas. Catherine has worked with a wide variety of healthcare organizations to understand their unique needs and determine the quickest and most cost effective solutions.

    The following is a partial list of the topics Catherine covers:

    • Medical Coding Overview
    • Best practice of correct coding
    • Concurrent medical documentation education

    Catherine has spoken to audiences at:

    • Madison Area Technical School
    • Rural WI Health Coop
    • Medical Health Systems
    • Private Medical Practices
  • Robin Smith, CPC, CPCI

    Healthcare Consultant

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    Robin is a healthcare consultant with SVA Healthcare Services, LLC. She is a Certified Professional Coder, Certified Professional Coding Curriculum Instructor and an AHIMA-approved ICD-10-CM Trainer. Robin is also an instructor for Medical Terminology and Medical Billing and Coding courses at her local community college, and she is a member of the American Academy of Professional Coders and the AHIMA ICD-10 Ambassador Program.

    The following is a partial list of the topics Robin covers:

    • ICD-10-CM Implementation
    • Physician and Coder Education
    • CPT, ICD-9 and HCPCS Coding

    Robin has spoken to audiences at:

    • Rock Valley College, Rockford IL
    • SVA Internal Training Programs for CPC, CASCC and CANPC
    • SVA Coding Roundtable Meetings
  • Matt Vanderloo, CPA

    SVA Principal

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    Matt is a Principal who specializes in providing physicians and dentists the financial support they need to grow their practices. His areas of expertise include budgeting to control costs, consulting on revenue generation, and calculating the financial impact of business decisions.

    For healthcare startup practices, Matt consults with clients on entity selection and setup, payroll and accounting system setup, as well as business financing options. Matt also consults with physicians and dentists on buying or selling a practice. He analyzes and structures the transactions to minimize the tax impact.

    The following is a partial list of the topics Matt covers:

    • Buying and Selling Dental Practices
    • Improving Profitability in Dental Practices
    • Tax and Financial Planning for Every Stage of a Physician’s Career
    • Year-End Tax and Investment Updates

    Matt has spoken to audiences at:

    • Brown Door Kewanee Dental Society, Green Bay, WI
    • 2014 Wisconsin Dental Society InSession, Milwaukee, WI
    • University of Wisconsin – Eau Claire, WI
    • Hospitals and Physician Groups in WI
    • Law Firms in WI
    • NBC 15, Madison, WI
    • Numerous educational seminars
  • Glen Weyenberg, CPA

    SVA Principal

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    Glen is a Principal and a member of the Real Estate Consulting Group at SVA Certified Public Accountants, S.C. He is involved in every phase of structuring real estate transactions. Glen works with clients to analyze the deal structures to minimize potential issues arising later in the development process, assists in negotiation with lenders and investors and is knowledgeable in financial and tax reporting requirements estate transactions.

    The following is a partial list of the topics Glen covers:

    • Various real estate related tax credits
    • Tax deferred like-kind exchanges
    • Auditing and tax preparation
    • Consultation to real estate professionals
    • Passive loss rules
    • Auditing standards
    • Yellow book auditing standards

    Glen has spoken to audiences at:

    • WHEDA annual conferences
    • Real estate investor organizations
    • Apartment Associations annual conferences
    • Real estate professions in the Fox Valley

  • Please note: Some of the topics and professionals included in SVA Speaker Source are representative of SVA Plumb Wealth Management, LLC, the registered investment advisory affiliate of SVA Plumb Financial. Those professionals are identified within their biography as representing SVA Plumb Wealth Management, LLC. The presentations given are for educational purposes only. The views expressed by the speakers are the person’s professional opinion and may or may not be those of the firm. SVA Plumb Financial is an affiliate of SVA Certified Public Accountants, S.C.