Firm Management February 6, 2026
Wipfli Partners with The Caddie Network
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
Firm Management February 6, 2026
Wipfli and The Caddie Network will bring to life the connection between elite caddies and trusted advisors.
February 6, 2026
February 6, 2026
February 6, 2026
February 6, 2026
February 26, 2019
10,108 It’s almost an annual rite for me. Just as geese and New Yorkers fly south for the winter, by the time summer is in its hottest days and I’m cooped up in front of a monitor, I get gadgety. That is, I get an urge to check out the latest in hardware technologies that...…
February 26, 2019
Chief Innovation Officer, Blumer & Associates, CPAs, PC Greenville, SC Education: BA in Accounting, with Honors, Wofford College Professional Associations/Memberships: AICPA, SCACPA, ACFE Civic Involvement: Assist various nonprofits free of charge, Deacon at church Hobbies: Reading, working out, skiing, music, spending time with family Cell phone: iPhone Favorite app: OMG, Angry Birds, of course! ...…
February 26, 2019
CIO/Shareholder, Boomer Consulting Manhattan, KS Education: MBA (Marketing & Entrepreneurship), University of Texas at Austin; BS in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member), KSCPA (Board of Directors, Champion of Technology Task Force, Member), The Strategic Coach Program Civic Involvement: Volunteer...…
February 26, 2019
Director of Technology, Xcentric Alpharetta, GA Education: BS in Computer Science, Mississippi College Hobbies: Home renovation, computer programming Cell phone: iPhone Favorite app: A search engine (like Bing and Google) is my favorite app. Search engines help me locate the correct places to find answers and gather research. I don’t think there is a day...…
February 26, 2019
Founder & Chief Marketing Officer, Capital Confirmation Brentwood, TN Education: MBA at Vanderbilt University; BBA at Southern Methodist University Professional Associations/Memberships: AICPA & TN Society of CPAs Civic Involvement: Board Member Green Hills YMCA, Advisory Board Member at Cumberland Heights, Nashville Chamber of Commerce Partnership 2010 Entrepreneurship Task Force Hobbies: Outdoor activities, adventure sports Cell...…
February 26, 2019
Senior Accountant, Dickinson & Clark CPAs, PC Council Bluffs, IA Education: BSBA Accounting, Creighton University Professional Associations/Memberships: AICPA, NE Society of CPAs Hobbies: I’m into technology but also appreciate the serenity of the outdoors and the power and style of classic cars. Cell phone: Motorola Razr VE20 — nothing special or smart, pretty much just...…
February 26, 2019
Senior Vice President and General Manager, Global Tax Technology, Thomson Reuters Hoboken, NJ Education: MS, Finance, Baruch College, Zicklin School of Business; BS, Computer and Electrical Engineering, Carnegie Mellon University Civic Involvement: March of Dimes – March for Babies Hobbies: Basketball, Tennis, Chess and Poker Cell phone: iPhone (personal) and BlackBerry (work) Favorite app: Sonos...…
February 26, 2019
Executive Director, 601 Information Systems Vorhees, NJ Education: BS Finance and Accounting, Rutgers University School of Business – Camden Professional Associations/Memberships: AICPA, NJSCPA, ISACA Civic Involvement: Involved in community civic association as well as fundraising captain for LiveStrong challenge team, which has raised nearly $20,000 so far this year for Lance Armstrong Foundation. Frequently rides...…
February 26, 2019
Business Development Manager, Fujitsu Computer Products of America, Inc. Irvine, CA Education: BS in Business Admin w Marketing & Sales Emphasis, Chapman University Civic Involvement: Sponsored a summer camp held in Jerusalem that facilitated understanding and unity between Israeli and Arab children. Supported a medical ministry of compassion, taking supplies to remote villages along the...…
February 26, 2019
Founder & CEO, DeepSky Irvine, CA Education: M.S. Accountancy, Walsh College Professional Associations/Memberships: AICPA, CalCPA, Irvine Chamber Civic Involvement: UCSB Alpha Kappa Psi Hobbies: Travel, Photography, Snowboard, Driving Cell phone: iPhone 4. It is my lifeline and connects me to the rest of the world. I’ve been waiting for an Android phone to steal my...…
February 26, 2019
Marketing Manager, Intuit Employee Management Solutions, Intuit Mountain View, CA Education: MBA, San Francisco State University Civic Involvement: Live Intuit’s value ‘We care and give back’ by volunteering at community events such as RAFT (Resource Area for Teaching) and participating in ‘A Rose of Thanks’ to thank U.S. Armed Service members in the Gulf Region....…
February 26, 2019
President, XCM Solutions, LLC Braintree, MA Education: BS – Accounting, Boston College 1992 Professional Associations/Memberships: AICPA, Massachusetts Society of CPAs, Boston College Technology Counsel Hobbies: Time with his family, golf, and fishing Cell phone: Verizon BlackBerry Favorite app: I still have app envy because Verizon hasn’t come out with a smartphone yet. Do you...…