SVA SPEAKER SOURCE

Experts in Accounting, Technology and Financial Speaking

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

SVA SPEAKERS Speaker Source

John Baltes / President and Principal

John Baltes

John is the founding and managing Principal of SVA Consulting, LLC., a member of the SVA family of companies. With over 30 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 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

Bryan Bechtoldt / Principal

Bryan Bechtoldt

Bryan is a Principal with SVA Consulting, LLC., a member of the SVA family of companies. 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:

  • Innovation as an Organizational Capability
    • What it means to be innovative
    • Learning the steps to take to innovate
    • Building a culture that is right for innovation

  • Excuse Me, I Think Your Culture is Showing: The Important Role of Organizational Culture in Business Relationships
    • How cultural models and settings create effective partnerships
    • Organizational culture as an alignment method
    • Building a culture that is right for innovation

  • Embracing Practical Change to Accelerate Growth
    • The nature of the change you are undertaking
    • Vision, mission and message – the traits of the transformational leader
    • Think big, act small - incremental change and its power to transform

Bryan has spoken to audiences at:

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

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

Craig Billings - CPA, ABV, CFF, ASA / Valuation Analyst

Craig Billings

Craig is a Valuation Analyst at SVA Certified Public Accountants, S.C. and leads the valuation practice in the firm’s Madison office. He is responsible for the performance and oversight of engagements in litigation and consulting matters involving valuation, damages, tax and financial issues and has valued numerous businesses in a variety of industries that span the economic spectrum.

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

  • The Why and How of Business Valuations
    • Understanding valuation methods
    • How a business valuation can help develop growth strategies
    • Measuring business worth before the sale
  • Make the Most of Intangible Asset Valuation
    • What are intangible assets
    • Valuation approaches
  • Financial Analysis and Valuations Go Hand-in-Hand
    • Assessing the financial impact of business activities
    • Using valuation outcomes to drive business growth

Craig has spoken to audiences at:

  • American Society of Appraisers (ASA) – Wisconsin Chapter
  • Dane County Bar Association
  • Milwaukee Bar Association
  • National Business Institute (NBI)
  • Various law firms
  • Various trade associations

Justin Chesbrough - CPA, MST / Principal

Justin Chesbrough

Justin is a Principal 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:

  • 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

 

Brett Christensen - JD, CFP® / Wealth Manager

Brett Christensen

Brett’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client. Brett has worked extensively on an individual basis with university professionals. This group includes Professors, Deans, and Provosts at campuses across the United States. He is experienced in the unique planning challenges and opportunities that their benefit programs present.

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

  • Retirement Planning For University Professionals
    • The advantages and disadvantages of university retirement plan investment options
    • Planning for taxable retirement income
    • Maximizing early retirement incentives
  • Financial Planning Obstacles Unique to the University Professional
    • The unique opportunities of university benefit plans
    • Understanding the tax impact of your retirement plan
    • Why estate planning is key to minimizing income taxes

Brett has spoken to audiences at:

  • University of Wisconsin-Madison
  • University of Minnesota
  • University of Northern Iowa
  • Iowa State University
  • University of Michigan
  • Michigan State University
  • University of Cincinnati
  • University of North Carolina-Chapel Hill
  • Duke University

BJ Cook / Assistant Portfolio Manager

BJ Cook

BJ’s role at SVA Plumb Wealth Management is twofold. First, he works on the company’s Investment Committee, which means he helps make decisions about investment strategy and best practices regarding implementation. More specifically, the Investment Committee is in charge of what securities go into the various client accounts and in what percentages. That means that the Investment Committee is in charge of giving clients the best and most consistent experience possible.

Secondly, BJ is also responsible for trading the securities within each client account. That means BJ also gets to execute the plan set forth by the Investment Committee. That gives him an additional perspective and offers a great sense of satisfaction.

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

  • What do you have in your retirement Account?
    • Is it stock? If so, what do you need to know about the company?
    • Is it a bond? If so, what are the advantages of owning it?
    • Is it a Mutual Fund or ETF? If so, what is held inside of it?
  • Why it is Important to Understand What You Own?
    • Is the combination you currently have appropriate?
    • Markets change, how will your account react?
    • What should you be invested in to make money?

Nathan Cowen - AAMS® / Wealth Manager

Nathan Cowen

Nathan is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than 22 years of experience in the financial services industry, Nathan provides comprehensive financial planning and investment management to both individuals and businesses. In his role as a wealth manager, Nathan assists his clients in clearly defining their short and long-term goals and then personalizes a plan of action to achieve those goals.

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

  • Are You Financially Prepared For Retirement?
    • The what, why and how of your retirement portfolio
    • Planning for the future you desire
    • How long will your nest egg last?
  • Financial Planning: Maximize Investments, Minimize Taxes
    • Action steps to reduce your tax burden
    • A look at the current market trends
    • Choosing investment options to meet your goals

Nathan has spoken to audiences at:

  • Charles Schwab educational and client appreciation events
  • SVA educational seminars
  • SVA Plumb Financial Annual Investment Forum

Clint Crigger / Chief Information Security Officer

Clint Crigger

Clint is the Chief Information Security Officer for SVA Consulting, LLC., a member of the SVA family of companies. With over 30 years of experience, Clint is a recognized leader in the field of Information Security, Risk Management and Regulatory Compliance. He has a record of unceasing accomplishment as a senior advisor and consultant on issues of security, education, cybercrime, risk management and computing policy. His clients have been from a diverse group of organizations including health care, financial services, government agencies, manufacturing, non-profit, law enforcement and academic institutions.

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

  • Create and Strengthen Organizational Risk/Vulnerability Management
  • Securing the Cloud in the 21st Century
  • 21st Century Approaches to Risk Management and Cyber Threat Defense
  • Executive Guide to Governance, Cyber Risk and Compliance
  • Establishing a Culture of Compliance
  • White Hat Hacking / Penetration Testing to Protect Your Organization
  • Protecting Your Identity: Top Cybersecurity Threats

Clint has spoken to audiences at:

  • State of Wisconsin Tech Force
  • UW E-Business Consortium
  • Numerous technology-based conferences and expos
  • Dozens of educational webinars and seminars
  • Nonprofit organization seminars
  • SVA Leadership Symposium
  • Equine Business Management Strategies

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:

  • Wisconsin Technology Council
  • SVA educational events

Nicholas DiMiceli / GRC Consultant

Nicholas DiMiceli

Nick is a Governance and Regulatory Compliance (GRC) Consultant for SVA Consulting, LLC, a member of the SVA family of companies. As a GRC Consultant, Nick designs, tests, validates and implements technology solutions that improve security and comply with federal regulations.  Nick leads clients in business requirements gathering to ensure that solutions meet the business needs.  He works to simplify, standardize and secure any solution he is part of implementing, balancing compliance with effective security. He ensures that changes are documented and made in a manner that minimizes unplanned outages.


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

  • Compliance Management: Integrating Compliance into Daily Operations
    • Building employee understanding of the requirements
    • Blending documentation utility and compliance together
    • Shaping functions and operations against requirements
  • Designing the Balance Between Compliance and Cybersecurity
    • Generating compliance proof using cybersecurity methodology
    • Building robust security capable of demonstrating compliance
  • Changing the Culture of Compliance
    • Managing the optics of what compliance means to an organization
    • Changing the mentality of compliance as a burden
    • Developing employees as compliance knowledge bases

Nick has spoken to audiences at:

  • Department of Defense
  • The American Legion
  • Regional school districts

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

Kelsey Fatzinger / Associate Financial Consultant

Kelsey Fatzinger

Kelsey is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Kelsey focuses on assisting clients with planning for their financial future. She has a passion for meeting new people, listening to their financial goals, and providing resources to help them achieve those goals. With many different complex rules and regulations in the finance world, Kelsey enjoys giving clients a simpler way to look at their financial future.

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

  • Preparing for a Successful Financial Future
    • Determine your life goals
    • How to Invest for those goals
    • Expecting the unexpected

Kelsey has spoken to audiences at:

  • SVA educational events

Chris Fearn - CPA / Manager

Chris Fearn

Chris is a 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

Dan Gibson - CFP® / Principal

Dan Gibson

Dan is a Principal for SVA Plumb Wealth Management, LLC. He has provided comprehensive financial planning and asset management services for SVA clients since 1998. In his role, he consults with a broad range of clients on their investments and stays closely involved in ongoing investment research, analysis and financial plan development. He has also served on the firm's Investment Advisory Committee (IAC).

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

  • Retirement Planning for Individuals and Business Owners
    • Maximize Your Retirement Income Stream
    • Understanding Roth conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan
  • Key Financial Strategies for the High Income Earner
    • Leveraging taxable, tax-deferred and tax-free income
    • Benefits of Roth 401(K) and Roth IRAs
    • Tax efficient portfolio tips

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 Ask the Experts Radio Program

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

Randy Godsell - CPA, CFA, CFP® / Principal

Randy Godsell

Randy is a Principal for SVA Plumb Wealth Management. In addition to helping his clients structure portfolios to meet their financial goals, he conducts investment research and serves on the firm’s investment committee. Randy has over twenty years of experience creating and managing portfolios for a wide variety of clients. His diverse education and experience also allow Randy to effectively coordinate his client’s investment strategy with other aspects of their financial plan.

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

  • A Look At Market Trends and How They Could Impact Your Portfolio
    • A look at the current market trends
    • What we learn from past market trends
    • Choosing investment options to meet your goals

Randy has spoken to audiences at:

  • Charles Schwab educational and client appreciation events
  • 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:

  • 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

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
  • Wisconsin Dairy Producers
  • Association of Fundraising Professionals Chapter Meetings
  • WICPA Not-for-Profit Conference

Peter Jelacic - CFP® / Principal

Peter Jelacic

Pete is a Principal with SVA Plumb Wealth Management, LLC. With more than 28 years of experience in the financial industry, Pete provides comprehensive financial planning and investment management that helps his clients reach their goals. Pete works with individuals and families, providing them investment consulting and comprehensive financial planning, including educational, retirement and estate planning. Pete has also helped clients with their philanthropic requests. Pete helps businesses with their retirement plans, and counseling owners and management by offering unbiased, objective solutions. He also meets with employees of 401(k) plans, providing educational support so they can make educated decisions that will affect their retirement.

The Following is a partial list of topics Pete covers:

  • Are You Financially Prepared For Retirement?
    • The what, why and how of your retirement portfolio
    • Planning for the future you desire
    • How long will your nest egg last?
  • Financial Planning: Maximize Investments, Minimize Taxes
    • Action steps to reduce your tax burden
    • A look at the current market trends
    • Choosing investment options to meet your goals

Pete has spoken to audiences at:

  • Business Times Investment Forum
  • Charles Schwab educational and client appreciation events
  • SVA educational seminars and webinars

Bethany Keleher - CPA / Senior Manager

Bethany Keleher

Bethany is a Senior Manager with SVA Certified Public Accountants, S.C. She uses her 10 years of experience to provide 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 / Manager

Adam Kleinmaus

Adam is a 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

Tammy Koester-Parks - JD / President - SVA Plumb Trust

Tammy Koester-Parks

Tammy is the President of SVA Plumb Trust Company, LLC. She administers trusts and other fiduciary accounts for high net worth clients and their families.  These include trusts and other individually managed accounts as well as trust services without investment management. Tammy works closely with clients to help them with their estate planning concerns and objectives.

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

  • Understanding the Role of Trustee and Personal Representative
    • Expectations and duties as a trustee or personal representative
    • Why a family member is not always the right choice
    • How a corporate representative can act in your best interest
  • Is Impact Investing Right For You?
    • Impact ESG has on the environment
    • How sustainability can align with performance
    • Three strategies for ESG investing
    • Estate Planning To Protect Your Family and Your Assets
  • Everyone needs a plan
    • Understanding wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you

Tammy has spoken to audiences at:

  • University of Wisconsin-Madison School of Law
  • University of Wisconsin-Whitewater Business School
  • University of Wisconsin-Plato Group
  • Working Capital for Community Needs (WCCN)
  • National Business Institute (NBI) 
  • SVA Savvy Women Investment Series
  • Madison Estate Council
  • SVA Plumb Financial educational seminars and webinars

Keith Kuzera - AIF® / Wealth Manager

Keith Kuzera

Keith is a Wealth Manager with SVA Plumb Wealth Management, LLC. With more than nine years in the financial industry, Keith provides comprehensive financial planning to his clients as well as asset management, investment analysis and social security planning. He conducts educational meetings for plan participants in qualified retirement plans.

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

  • Financial Strategies to Enhance Your Retirement Experience
    • Successful retirement transitions
    • The impact of tax reform on your income stream
    • Charitable giving strategies
  • Financial Education For The Next Generation
    • The power of saving early
    • Making the most of your 401(k)
    • Healthcare power of attorneys and other important documents
  • Business Retirement Plans: Creating A Plan for Your Employees and You
    • How a retirement plan helps attract and retain employees
    • Types of business retirement plans
    • Understanding the investment selection process

Keith has spoken to audiences at:

  • Preparing the Next Generation of Investors
  • Retirement Plan educational seminars
  • SVA educational seminars

Kelly Lagore / Financial Consultant

Kelly Lagore

Kelly is a Financial Consultant with SVA Plumb Wealth Management, LLC. Through consistent financial planning, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.

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

  • Planning For Retirement
    • Evaluating income, investment assets and personal goals
    • Charitable giving strategies
    • How long will your next egg last?
  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Organizing estate planning documents to ensure you and your dependents are protected

Kelly has spoken to audiences at:

  • SVA educational events

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 / 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)

Thomas Milliken - CPA, MST, PFS / Principal

Thomas Milliken

Tom is a Principal with SVA Certified Public Accountants, S.C., with business taxation expertise. Tom provides clients with technical expertise in tax planning and strategies, executive compensation, tax aspects of business transactions and other general federal and state tax matters. He has extensive industry experience in construction, manufacturing, distribution, professional services, biotech and real estate,giving him the diverse background needed for business consulting and tax services.

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

  • Business Tax Planning and Strategies
    • Maximizing the tax implications of TCJA
    • Entity selection and the impact on your tax liability
    • Tax planning strategies

Tom has spoken to audiences at:

  • SVA Consulting Annual User Conference - The Need For Tax Planning
  • SVA Plumb Financial Annual Investment Forum
  • Construction Financial Management Association (CFMA) - Tax Update For Construction Contractors
  • WIBA's Ask the Experts Radio Program
  • SVA educational seminars and webinars

Jeanne Mraz - CFP® / Wealth Manager

Jeanne Mraz

Jeanne is a Wealth Manager for SVA Plumb Wealth Management, LLC. She has over twenty years experience in the financial services industry. With a background in investments, asset management, and financial planning, Jeanne helps her clients by developing and implementing investment strategies for their retirement and other financial goals.

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

  • Maximize Your Retirement Income Stream
    • Understanding Roth conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan
    • Healthcare and Medicare planning
  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Retirement income planning

Jeanne has spoken to audiences at:

  • SVA Savvy Women Investment Series
  • SVA Tax and Investment Update
  • SVA Identity Theft Seminar
  • American Association Of Independent Investors (AAII)
  • Downtown Madison Kiwanis Club
  • SVA Plumb Financial Annual Investment Forum

Jay Neary - CFP®, Certified Senior Advisor (CSA)® / Financial Consultant

Jay Neary

Jay is a Financial Consultant with SVA Plumb Wealth Management, LLC. Jay focuses on financial planning and helping clients realize their financial goals. In an increasingly complex financial world, simplifying personal finances is one of Jay’s passions.  He is a part of a diverse team of wealth management professionals who help individuals and families accumulate, preserve and transfer their wealth.

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

  • Financial Strategies to Enhance Your Retirement Experience
    • Successful retirement transitions
    • The impact of tax reform on your income stream
    • Charitable giving strategies
  • Financial Education For The Next Generation
    • The power of saving early
    • Making the most of your 401(k)
    • Healthcare power of attorneys and other important documents

Jay has spoken to audiences at:

  • American Association of Individual Investors (AAII)
  • SVA educational seminars and webinars
  • Retirement plan education meetings
  • Equine Business Management Strategies

Joel Nettesheim - CPA, CVB, PFS / Principal

Joel Nettesheim

Joel is a principal at SVA Certified Public Accountants, S.C. and member of the Business Advisory Services group. Joel helps clients improve their company profitability and protects their interests by clearly understanding their future goals. He works closely and proactively with clients with an emphasis in business and income tax planning. This approach results in better management of their business and personal assets to help them reach their life goals. Joel is a Certified Value Builder™ (CVB). His expertise with the Value Builder System™ helps businesses develop a strategy to improve the value of their company.

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

  • Building Company Value Using The Value Builder System™
    • Discover how to uncover your company’s hidden assets
    • Gain insights on your company’s silent killers
    • Understanding where to focus to improve value
  • Management Compensation Models
    • Using compensation models to drive growth
    • Rewarding achievement
    • Bonuses based on KPIs

Joel has spoken to audiences at:

  • Milwaukee Bar Association
  • Biz Times Family and Closely Held Business Summit
  • BizStarts Milwaukee
  • 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 and Investors Forum
  • SVA Plumb Financial Annual Investment Forum

Kathryn Norton - JD / Senior Trust Officer

Kathryn Norton

Kathryn is the President of SVA Plumb Trust Company, LLC. She specializes in the administration of high net worth trust relationships, oversees the settlement of complex estates, and assists clients with estate planning concerns. With more than thirty-five years experience as a trust officer and estate planner, Kathryn has extensive knowledge in helping clients find order in their financial lives and solutions to their estate challenges. Kathryn works with clients to identify their estate planning objectives and set priorities about their wealth and the transfer of that wealth to the next generation.

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

  • Estate Planning To Protect Your Family and Your Assets
    • Everyone needs a plan
    • What you should know about wills and probate
    • Estate planning objectives
    • Types of trusts and which is right for you
  • Estate Planning : The Power of Trusts
    • How a trust protects your family
    • Roles of a trustee and personal representative
    • Plan for the future early to protect your assets

Kathryn has spoken to audiences at:

  • Madison College
  • Legal Association for Women
  • State Bar of Wisconsin
  • Wisconsin Trustees Association
  • Madison Estate Council 
  • SVA Savvy Women Investment Series
  • UW Graduate School of Business
  • SVA Plumb Financial Annual Investment Forum
  • SVA Executive Briefing Webinar Series 
  • Financial institution clients

Debbie Oswald / Principal

Debbie Oswald

Debbie is a Principal with SVA Plumb Wealth Management, LLC. With more than twenty-five years experience in investment management, consulting, trust services, retirement plans, and financial planning, Debbie assists affluent clients with establishing wealth management strategies to achieve their financial goals. Debbie leads our financial services team for the medical and dental community. She works closely with physician, dental and university clients. Debbie had developed expertise in the varied opportunities and financial strategies for high income earners and keeps abreast of changes within our local healthcare market. She also works with foundations and endowments to establish investment strategies and develop investment policies.

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

  • Women: Financial Strategies for Success
    • Developing a clear picture of your financial situation
    • Implementing investment strategies to reach your goals
    • Retirement income planning
  • Key Financial Strategies for the High Income Earner
    • Leveraging taxable, tax-deferred and tax-free income
    • Benefits of Roth 401(K) and Roth IRAs
    • Tax efficient portfolio tips
  • Maximize Your Retirement Income Stream
    • Understanding Roth Conversions and RMD
    • Charitable giving strategies
    • Tax efficient ways to take a distribution from your retirement plan

Debbie has spoken to audiences at:

  • The Association of Fundraising Professionals
  • The Employee Benefit National Conference
  • SVA Plumb Financial Annual Investment Forum
  • SVA Savvy Women Investment Series
  • Meriter Foundation
  • Dean Foundation
  • SVA educational seminars
  • NBC15 Money Minute
  • Medical practices
  • Community fundraising events

Jacob 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

Matthew 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