SVA SPEAKER SOURCE - EVENTS, SEMINARS, & TRADE SHOWS

Experts in Accounting & Technology

WE HAVE A SPEAKER FOR YOU!

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 areas.


CONTACT INFORMATION

For more information please contact: Bonnie Bailey - baileyb@sva.com - 608-826-2378

John Baltes - CEO - SVA, A Professional Services Company

John Baltes

The following is a partial list of the topics John covers:
  • How to Create an IT Strategy that is Business Impacting
    • Aligning technology with the direction of the business
    • Managing your technology investment by buffering your organization from volatility in the technology marketplace
    • Lesson’s learned from 30 years of deploying technology into organizations
  • Business Intelligence – Executive Education
    • Creating a competitive advantage for your organization using information
    • Evaluate alternative approaches in providing information to the business
    • Lessons learned from 30+ years of implementing systems
John has spoken to audiences at:
  • Connect Information Technology Conference 
  • Convergence – a national, Microsoft led conference
  • Wisconsin Assisted Living Association Annual Conference
  • Several local Chamber of Commerce events
  • Dozens of educational webinars and seminars
  • Numerous technology-based conferences and expos
  • Guest lecturer at UW-Stout

Douglas Berry - CPA, CGMA - Principal-in-Charge Assurance Services

Douglas Berry

Douglas is the Principal-in-Charge of our Assurance Services Group and member of our professional accounting staff in the Real Estate Consulting Group. He 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.

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

  • Accounting, Tax and Governance For Nonprofits
    • Ensuring your nonprofit tax exemption status
    • Understanding how activities may impact your tax exempt status
  • Risk Management and Fraud Prevention Through Internal Controls
    • The role of internal controls in protecting your company’s assets
    • Exploring the tools to reduce risk of fraud
    • Protecting your company from data loss and theft

Douglas has spoken to audiences at:

  • A Home For Everyone Conference
  • Connect Information Technology Conference
  • National Business Institute (NBI)
  • University of Wisconsin – Madison
  • University of Wisconsin – Whitewater
  • SVA educational seminars and webinars

Justin Chesbrough - CPA, MST - Principal

Justin Chesbrough

Justin is a Principal and member of the Healthcare Industry Group at SVA Certified Public Accountants, 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:

  • Medical Industry Sales and Use Tax Issues
    • Understanding what is considered tangible personal property
    • What exemptions apply for medical supplies and appliances
    • An overview of medical-related purchases that are not tax exempt
  • Practice Transitions & Mergers: Lessons Learned
    • Pre-transaction planning
    • Common deal breakers
    • Key elements of a merger agreement
  • Preparing For Your Dental Practice Transition
    • How to determine the value of your practice
    • Tax implications of a sale
    • Group (multi-owner) dynamics when transitioning

Justin has spoken to audiences at:

  • The Association of Wisconsin Surgery Centers (WISCA)
  • Healthcare Administrators
  • Independent Healthcare Advisors
  • University of Wisconsin – Milwaukee
  • Healthcare professional groups in Wisconsin
  • SVA educational seminars and webinars

 

Andrew DeMarco - Principal

Andrew DeMarco

Andrew is a Principal with SVA Consulting, LLC, a member of the SVA family of companies. With over 20 years of business and consulting experience, Andrew has a well-honed ability to help leaders and their teams make sense of complex problems, identify solutions and drive meaningful change.

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

  • Strategy and Planning People Actually Buy Into
    • Traditional planning methods don't produce the expected results
    • There's a reason for the planning to performance gap and its people
    • The why and the solutions you can use to get results
  • The Inside Scoop on Working with your Business Consultant
    • As with lawyers, consultants can have a negative reputation
    • Working effectively with your business consultant is a shared responsibility
    • Understand how consulting works and the methods you can use to actively manage your relationships with your service providers
  • Think Like Your Customer to Grow Your Business
    • Think about your business from the customer's perspective
    • Methods and techniques for evaluating your business from a customer's perspective
    • How to make customers choose your product or service over your competitors

Andrew has spoken to audiences at:

  • FutureLink Chicago
  • Wisconsin Technology Council
  • SVA educational events

Holly Eisenhauer - CPA - Senior Manager

Holly Eisenhauer

Holly is a Senior Manager with SVA Certified Public Accountants, S.C. and specializes in individual taxation with a focus on proactive tax planning and developing strategies to minimize current and future tax liabilities. She also enjoys working with closely held businesses and their owners providing the support needed to help them grow their businesses. Her experience gives her the ability to consult with clients in a variety of areas such as alternative minimum tax, tax credits and savings opportunities, entity selection, and identity theft.

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

  • Understanding Your Personal Income Tax
    • What tax planning opportunities are available
    • Breaking down the tax law affect for you
    • Why tax planning is important before year end

Holly has spoken to audiences at:

  • SVA educational events

Chris Fearn - CPA - Senior Manager

Chris Fearn

Chris is a Senior Manager with SVA Certified Public Accountants, S.C. with expertise in the real estate and nonprofit industries. In his role, he supervises and performs audits for owners of affordable multifamily housing projects receiving Section 42 Low-Income Housing Tax Credits.

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

  • The Low-Income Housing Tax Credit Program
    • How to apply for tax credits
    • Tax compliance within the Program
    • Exit strategies from the Program
  • Real Estate Financing Options
    • TIF fuding
    • HOME and AHP loan funding
    • HUD-Insured Loan Programs

Chris has spoken to audiences at:

  • SVA educational events

Daniel Glomski - CPA, ABV, CVA, MST - Principal

Daniel Glomski

Dan is a Principal with SVA Certified Public Accountants, S.C. and a member of the Business Advisory Services group. Dan helps clients understand financial information to improve their company’s profitability and protect their interests. He does this by taking the time to understand the client, external influences and personal objectives of the owners. He works closely and proactively with the clients, emphasizing customer service and being available for his clients. This approach results in supporting clients with timely information and strategies to move them and their businesses forward to help them reach continued success.

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

  • Business Valuations: Information for Your Business Strategies
    • Valuation approaches
    • Value drivers
    • Selecting the value drivers to focus on to work with your business strategies
  • Changing Landscape of Sales tax – Supreme Court Wayfair
    • Supreme Court Wayfair Decision
    • How this will change how businesses handled sales tax
    • What changes all business should be making as a result of Wayfair

Dan has spoken to audiences at:

  • State Bar of Wisconsin
  • Midwest Business Brokers and Intermediaries (MBBI)
  • Milwaukee Business Journal
  • SVA educational seminars and webinars

Nicole Gralapp - CPA, CExP™ - Principal

Nicole Gralapp

Nicole is a Principal  at SVA Certified Public Accountants, S.C, with expertise in the restaurant and hospitality industries. Nicole performs a variety of tax, assurance and business consulting functions. She provides clients with technical expertise in areas such as tax planning, financial reporting, financial projections, budgeting, financial and estate planning and review of internal controls.

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

  • Succession Planning: The Recipe For a Successful Transition
    • Benefits/drawbacks of each exit planning path
    • Realistic tax reduction for the transaction
    • Minimizing risk before, during and after the transaction
  • Understanding the Value of Personal Financial Statements
    • What is a personal financial statement
    • Effective use of the statement to benchmark your goals
  • Preparing Your Business and Family for a Successful Transition
    • Realities of family business transfers
    • A business transition that is fair to all children
    • Planning for financial security and independence in retirement

Nicole has spoken to audiences at:

  • MERGE 
  • National Association of The Remodeling Industry (NARI)
  • SVA educational seminars and webinar
  • Business Enterprise Institute, Inc. (BEI)
  • UW Family Business Center

Jenny Herritz - Principal

Jenny Herritz

Jenny is a Principal with SVA Consulting, LLC., a member of the SVA family of companies.In her role, Jenny focuses on helping companies use technology to gain more value from their information. With over a decade of consulting experience, Jenny has the ability to understand the organizational objectives companies are trying to meet and then apply technology to address those needs.

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

  • Using Data to Drive Strategic Business Results
    • Information is the new currency of business
    • Information can be monetized and produce measurable results
    • How to make your information work for your business
  • Data/Information Management Strategy
    • Building an effective strategy for managing data vs. data managing you
    • How data can be used as your greatest asset and a competitive advantage
    • Ensuring your data doesn't become a liability
  • Using Facts to Communicate With Confidence
    • Effective ways to communicate and be heard
    • Use data and other techniques to make your point
    • Practical and actionable tips for more effective communication, leading to the results you are after

Jenny has spoken to audiences at:

  • Harvard Business School – Program for Leadership Development
  • Women's Entrepreneurship Day (WED) Wisconsin
  • Women in Construction
  • Connect 2004 - 2007
  • North Central Group GM Summit
  • Microsoft Business Intelligence Professionals - Wisconsin Seminar
  • SVA educational seminars and webinars
  • SQL Saturday 

Ryan High - EA - Senior Manager

Ryan High

Ryan is a Senior Manager with SVA Certified Public Accountants, S.C., and a member of SVA’s Healthcare and Dental Services. Ryan provides a variety of accounting, tax and consulting services for his individual and business clients. These services include profitability analyses, business and individual tax planning as well as tax return preparation.Ryan reviews physician and dental practice financial statements and compares them to market benchmarks ensuring they are staying on course to meet their financial goals. By working closely with clients to identify issues of concern, Ryan is able to develop a plan to address these matters.

The following is a partial list of the topics Ryan Covers:

  • Improving Profitability in Your Dental Practice
    • Understanding your bottom line potential
    • How to “right size” overhead
    • Identify when to add an associate
    • Strategies to maximize hygiene profitability
  • Dental Practice Growth Strategies
    • Learn the importance of measuring hygiene and doctor productivity
    • Don’t underestimate the power of referrals
    • Make sure your fee schedules are at market rates

Kirsten Houghton - CPA, MBA - Principal-in-Charge Nonprofit Services

Kirsten Houghton

Kirsten is a Principal and head of Nonprofit Services at SVA Certified Public Accountants, S.C. In addition to providing audit, accounting, and tax services, Kirsten also provides review, compilation, and management advisory services. Kirsten has a wealth of knowledge relating to taxation, specifically the nuances included in the revised Form 990. In addition, Kirsten has expertise in financial accounting, financial statement review and audit specific to the nonprofit sector where she works with a variety of nonprofit organizations including charitable organizations, membership and trade associations and those organizations receiving federal and state funding. 

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

  • Assurance Services Required Under OMB Uniform Guidance
    • Understanding the requirements
    • Clarifying cost allocations for grants and contracts
    • Complying with the guidance
  • Red Flags in Board Governance
    • What powers a successful board?
    • Legal responsibilities of board members
    • How to identify governance issues and strategize solutions

Kirsten has spoken to audiences at:

  • SVA Nonprofit Business Briefings
  • University of Wisconsin – Madison
  • Dairy Farmers of Wisconsin
  • Association of Fundraising Professionals Chapter Meetings
  • WICPA Not-for-Profit Conference
  • United Way of Dane County
  • Numbers 4 Nonprofits

Bethany Keleher - CPA - Senior Manager

Bethany Keleher

Bethany is a Senior Manager with SVA Certified Public Accountants, S.C. She has over 12 years of experience providing clients with guidance and consulting in areas such as federal and state income tax planning and multistate tax compliance. Her experience working with businesses in the auto dealership, distribution, professional services and manufacturing industries provides the ability to consult with clients in a variety of areas.

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

  • Minimizing Business Taxation
    • Planning strategies to minimize your business tax
    • Which entity structure is right for your business
    • Tax reform implications for your business
  • Planning For Individual Taxation
    • Planning strategies to minimized your individual tax burden
    • Understanding your tax return
    • Tax planning after tax reform

Bethany has spoken to audiences at:

  • American Association of Individual Investors (AAII)
  • Globe University
  • SVA educational seminars

Adam Kleinmaus - CPA - Senior Manager

Adam Kleinmaus

Adam is a Senior Manager with SVA Certified Public Accountants, S.C. with expertise in the real estate and nonprofit industries. In his role, he supervises and performs audits for owners of affordable multifamily housing projects receiving Section 42 Low-Income Housing Tax Credits. Adam also supervises and performs audits for owners of projects involving other federal government agencies, including the United States Department of Housing and Urban Development (HUD) and Rural Development. He has valuable experience with the unique reporting requirements for these entities. Adam also provides tax preparation, consulting, cost certification and various agreed-upon procedures services for clients in the real estate industry.

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

  • What You Should Know About Affordable Housing and Low-Income Housing Tax Credits
    • Low-Income Housing Tax Credit allocation process and compliance
    • U.S. Department of Housing and Urban Development (HUD) insured loan programs
  • Making Sure You Are Prepared for Changes in Accounting Standards
    • Presentation of financial statements of not-for profit entities
    • Revenue recognition
    • Lease accounting

Adam has spoken to audiences at:

  • SVA educational seminars

Bonnie Lilley - CPA, CGMA®, MBA - Principal

Bonnie Lilley

Bonnie is a Principal and member of Business Advisory Services in Milwaukee. Bonnie has over 23 years of experience performing and managing audits, reviews and compilations. Bonnie works with clients on understanding their business, the challenges they are facing, and helping them with a proactive strategic approach to growing their business. She brings a solid base of knowledge specific to closely-held businesses, allowing her to assist clients not only with their accounting and financial needs, but also with basic management, process improvement, governance, and tax matters.

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

  • How Your Organization Can Benefit from an SOC Audit
    • Types of SOC Audits
    • Business Benefits for Third-Party Service Providers
    • Reduce Audits By Providing Your SOC Report
  • Risk Management and Fraud Prevention Through Internal Controls
    • The role of internal controls in protecting your company’s assets
    • Exploring the tools to reduce risk of fraud
    • Protecting your company from data loss and theft

Nancy Mehlberg - CVB, EA - Principal

Nancy Mehlberg

Nancy is a Principal with SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. She helps clients improve their company profitability and protects their interests by clearly understanding their future goals. She works closely and proactively with clients with an emphasis in business and income tax planning and financial reporting. Nancy is a Certified Value Builder™ (CVB). Her expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company. Using SVAs Path to Financial Independence, a proven methodology to create a thriving business, Nancy works one-on-one with her clients to help them analyze their ongoing performance against key drivers.

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

  • Succession Planning: The Recipe For a Successful Transition
    • Benefits and drawbacks of each exit planning path
    • Realistic tax reduction for the transaction
    • Minimizing risk before, during and after the transaction
  • Making the Most of Your Financial Reporting
    • Choosing the right financial reporting software
    • Customized reporting to fit your needs
    • Using reports to drive business profitability strategies
  • Building Company Value With the Value Builder System™
    • Defining the eight key drivers to build value
    • Discovering your company’s hidden assets
    • Gain insights on your company’s silent killers

Nancy has spoken to audiences at:

  • BizStarts Milwaukee
  • Biz Times Family And Closely Held Business Summit
  • Action Coach educational events
  • SVA educational seminars and webinars
  • Midwest Business Brokers Intermediiaries (MBBI)

Jake Peters - CPA, MST - Principal

Jacob Peters

Jacob is a Principal at SVA Certified Public Accountants, S.C. He uses his 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:

  • Tax Planning for Professional Services Firms
    • Entity structure (S-Corp vs C-Corp)
    • Tax aspects of mergers and acquisitions
    • Multi-State tax planning
    • Impact of tax reform on your business
  • Energy Efficiency Tax Incentives
    • Utilizing available tax incentives
    • Analyzing energy efficiency costs vs returns
  • Is Your Company Ready For the Future?
    • Creating an innovative environment
    • Mentoring your leadership for future success

Jake has spoken to audiences at:

  • Wisconsin Green Building Alliance
  • Roth IRA Conversion Webinars
  • University of Wisconsin-Madison
  • University of Wisconsin-Milwaukee
  • SE2 Conference
  • Various Bank and Financial Institutions
  • SVA educational seminars and webinars

Matt Vanderloo - CPA - Principal

Matthew Vanderloo

Matt is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA’s Healthcare, Dental, and Veterinary Services groups.Matt assists individual and business clients by providing tax preparation and planning as well as consulting and financial statement preparation services. Matt 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.

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

  • Practice Transitions & Mergers: Lessons Learned
    • Pre-transaction planning
    • Common deal breakers
    • Key elements of a merger agreement
  • Understanding Dental Membership Plans
    • How dental membership plans can drive growth
    • Benefits to your practice and your patients
    • Establishing a plan
  • Dental Practice Profitability
    • Top ways to drive growth
    • Maximize hygiene profit
    • Identify when to add an associate
    • Reach bottom line potential

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 Wisconsin
  • Law firms in Wisconsin
  • SVA educational seminars and webinars

Laura Zach - CPA - Principal

Laura Zach

Laura is a Principal with SVA Certified Public Accountants, S.C. and a member of SVA's Healthcare, Dental, and Veterinary Services groups. Laura provides a variety of accounting, tax, and consulting services for her clients. Her passion is to help others achieve their goals and be successful. Using her business expertise, Laura advises her clients through all stages of business including exploration, start-up, growth, and beyond.

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

  • Key Considerations in Transitioning your Dental/Veterinary Practice
    • Review factors to consider when buying or selling a practice
    • Understand how to evaluate a fair practice value
    • Identify the timing to buy a practice or sell
    • Understand the tax consequences when buying or selling a practice
  • Strategies for Growing your Dental Practice
    • Learn the importance of measuring hygiene and doctor productivity
    • Don’t underestimate the power of referrals
    • Make sure your fee schedules are at market rates
  • Dental Membership Plans 101
    • Understand how Dental Membership Plans work
    • Discover how they benefit your practice
    • Gain insights on the benefits for your patients
    • Learn how Dental Membership Plan pricing is established

Laura has spoken to audiences at:

  • SVA educational seminars and webinars

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