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
Senior Director, Enterprise Sales, Thomson Reuters Montvale, NJ Education: BS in Economics, Wharton School of Business Hobbies: Family time, exercising, softball, avid New York Yankees fan Cell phone: iPhone Favorite app: I would have to say Shazam because it can help me answer my 4 ½ year old daughter who continually asks, “Daddy, who sings...…
February 26, 2019
Senior Manager, Hannis T. Bourgeois, LLP Baton Rouge, LA Education: BS in Accounting, LSU Professional Associations/Memberships: AICPA; LCPA (served on numerous committees, including the New CPA Committee and the Public Relations Committee); Board of the Baton Rouge Chapter of LCPA (current Treasurer & previous Member at Large responsible for coordinating the logistics of CPE courses...…
February 26, 2019
Senior Vice President and General Manager, Workflow & Service Solutions, Americas – Professional, Tax & Accounting business of Thomson Reuters Dexter, MI Education: BA, MBA, University of Michigan Professional Associations/Memberships: AICPA Hobbies: family activities, exercise, leisure reading and good wine Cell phone: iPhone Favorite app: Too many to rank. Trip Tracker, Mint, Red Laser, Facebook...…
February 26, 2019
Partner, Greene, McCowan & Co, PLLC London, KY Education: BS Accounting, University of Kentucky Professional Associations/Memberships: AICPA, Kentucky Society of CPAs Civic Involvement: Member and Treasurer of the local camp of Gideons International; Member and Treasurer of Corinth Baptist Church. Hobbies: Developing technology solutions Cell phone: Apple iPhone 4 Favorite app: CPA Xpress, because I...…
February 26, 2019
Managing Shareholder, New Vision CPA Group; Adjunct Professor, Oakton Community College Arlington Heights, IL Education: BBA, Saint Mary’s College-Notre Dame; MST, Northern Illinois University Professional Associations/Memberships: Founder/Past President, Chicago-Area QuickBooks ProAdvisor User Group (2007-2009) Civic Involvement: Lead Member, GoLadderUp.org: Annually coordinate volunteers to help lower income taxpayers get help with income tax preparation. Hobbies: U.S....…
February 26, 2019
President, Managing Owner, Rickhoff & Associates, Ltd O’Fallon, IL Education: Illinois State University Professional Associations/Memberships: PASBA, The Payroll Group, NATP, AMMO Civic Involvement: Volunteer Fire Fighter (since 1993) Hobbies: Travel, Hunting, Family Time Cell phone: iPhone 4 Favorite app: I check AppAdvice everyday. It gives me the updates on what is new and updated on...…
February 26, 2019
Partner, Linford & Company LLP; Founder & CEO, iTickmark LLC Westminster, CO Education: Masters of Accountancy, Magna Cum Laude from Notre Dame; BS in Computer Information Systems and Finance, Magna Cum Laude from Colorado State University Professional Associations/Memberships: AICPA, Colorado Society of CPAs, Information Systems and Control Association, Information Systems Security Association, Institute of Internal...…
February 26, 2019
Director of Sales & Marketing, Arxis Technology Simi Valley, CA Education: B.S. Business Administration, The Masters’ College; MBA, Graziadio School of Business and Management, Pepperdine University Professional Associations/Memberships: Information Technology Alliance – Marketing Committee Chair Civic Involvement: Worship leader at my local church. Hobbies: Running, reading, spending time with family Cell phone: BlackBerry Curve Favorite...…
February 26, 2019
Owner, Rosen and Associates, LLP Westborough, MA Education: B.S. in Accounting, University of Vermont Professional Associations/Memberships: MSCPA, AICPA, Academy of Dental CPAs Civic Involvement: Brain Tumor Research Annual Bike Ride & Cycle for Life Annual Bike Ride. Hobbies: Spending time with my family (Jennifer, Jack (4), and Isabella (1)), golfing, biking and going to Red...…
February 26, 2019
President & CEO, SurePrep Newport Beach, CA Education: Bachelor’s of Economics from University of California Santa Barbara Professional Associations/Memberships: AICPA & CSCPA (California Society of CPAs) Hobbies: Piano, skiing, travel, reading Cell phone: iPhone 4.0 Favorite app: Maps (with GPS). This summer, I used it to find my way not only in the United States...…
February 26, 2019
Director, Intuit Indirect Channels Sales & Marketing Atlanta, GA Education: BA in Communication, State University of NY at Geneseo. MBA, University of GA, Terry School of Business Professional Associations/Memberships: McKinsey SMB Tech panelist, Intuit Military Network Co-Founder Civic Involvement: Injured Marine Semper Fi Fund, USO Toys for Tots, Junior Achievement, Habitat for Humanity Hobbies: Ironman...…
February 26, 2019
Vice President of Application Development, Drake Software Franklin, NC Education: B.S. in Computer Science, Mars Hill College Professional Associations/Memberships: NACTP PIRC Civic Involvement: Youth Soccer Coach, Church involvement – Deacon, Teacher Hobbies: Spending time with my wife and kids, running, reading about American history, traveling and keeping up with Florida Gator football. Cell phone: HTC...…