Accounting Advisory Board

Judy Anderson - Weyco Group, Inc.

 

David Bauer - Lubar & Co.

David BauerDave Bauer is a partner and Chief Investment Officer with Lubar & Co, a Milwaukee based single family office, since 2005. He is involved in the private equity activities of the firm and is on the board or working closely with the portfolio of companies including American Pasteurization, Chem Design, Shared Imaging, Lake Express, Erdman, Drilltec, Rockland Industrial Products, Wrightwood Financial, Zero Zone as well as the firms real-estate investment holdings.  Prior to this, he was the Chief Financial Officer for Facilitator Capital Fund, a Wisconsin-based Small Business Investment Company.  He started his career with Arthur Andersen where he led the Wisconsin transaction advisory services practice. 

Mr. Bauer received a Master of Business Administration degree from Marquette University in 2005 and a Bachelor of Science degree in Accounting in 1991. He is a Certified Public Accountant and a member of the Wisconsin Institute of CPA's and the American Institute of CPA's. 

In addition, Mr. Bauer is actively involved with several local charitable organizations including the Milwaukee Art Museum and is an adjunct professor of corporate finance at Marquette University in their Executive MBA program.  He has two children and resides in Waukesha, WI with his wife, Heidi. 

Anthony Berndt - Quandt, Berndt & Company, LLC

 

Michael Browne - Marquette University

Michael BrowneMichael joined the Marquette Accounting Faculty in 2012 on a full-time basis.  His prior experience includes successfully completing hundreds of client engagements throughout the United States, Canada, Mexico, Europe and Latin America as President of Advanced Financial.  He has served as Chief Financial Officer for a manufacturing company and was Partner In Charge of Consulting for one of the largest CPA and Consulting Firms in the United States.  His entrepreneurial experience includes founding an accounting and consulting firm and growing it to a top 15 ranking in the Milwaukee marketplace.  He has assisted Clients ranging from startups to Fortune 100 companies.

Professor Browne’s current areas of interest are costing and performance management, lean continuous improvement, strategic and profit planning, financial planning and analysis, budgetary control, mergers and acquisitions, business valuations and exit strategy planning. 

He has taught in both the undergraduate and graduate programs including courses in Financial Accounting, Managerial Accounting, Intermediate Accounting, Advanced Accounting, Accounting for Managerial Decisions and Executing Strategy Using the Balanced Scorecard.  Michael is the recipient of the 2015 and 2016 excellence in teaching award from the Marquette Executive MBA Program.

Andrew Copps - Actuant Corporation

 

Eric Falkeis - Direxionfunds Direxionshares

 

William Fleming - Ernst & Young LLP

 

Thomas Fotsch - EmbedTek LLC

Thomas FotschTom is Chief Operating Officer and owner of EmbedTek, LLC.  EmbedTek designs and manufactures embedded computers and integrated displays for the Military, Medical, Manufacturing, Video Surveillance and other industries.  Prior to working with EmbedTek, Tom was Chief Operating Officer of Dedicated Computing LLC which provided somewhat similar products to the OEM customer base.

Tom has his accounting degree and MBA from Marquette University.  After getting his undergraduate degree, Tom worked for Arthur Andersen’s accounting and audit practice in Milwaukee.  He left Andersen as a Senior Manager after twelve years.

Tom and his wife, Dea, have three children.  Tom enjoys exercising by running, biking and swimming.  In addition, he has been involved with several non-profit organizations, including the Waukesha County Business Alliance, The Salvation Army, Sharon Lynne Wilson Center for the Arts, Wisconsin Air Force Academy Parents Association and several other organizations.  Tom is also involved at the Board or advisory level in several other businesses.

Jessica Gatzke - Scribner Cohen and Company, S.C.

 

Bradley Kalscheur - Michael Best & Friedrich LLP

Bradley KalscheurBrad is currently a Partner with Michael Best & Friedrich LLP. Brad's practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad's responsiveness, particularly his ability to help them understand complex property and tax law concepts.

In addition to his current professional role, Brad's community involvement includes being a member of the Marquette University College of Business Administration Leadership Council, a Board Member of the Milwaukee Public Library Foundation, serving on the Board of Directors for Goodwill Industries of Southeastern Wisconsin as well as the AIDS Resource Center of Wisconsin, and serving on the Board of Trustees for the Milwaukee Repertory Theater.

Brad graduated from Marquette University with a B.S. and J.D. dgree.

Daniel Kramer - BDO

Daniel KramerDan graduated from Marquette’s College of Business in 2003 and also was the head cheerleader when Marquette’s Men’s Basketball went to the Final Four.  Since then, Dan now serves as the Assurance Office Managing Partner for BDO’s Wisconsin practice, overseeing offices in Milwaukee and Madison. In this role, he is responsible for managing the Firm’s resources and fostering an environment that promotes and strengthens the Firm’s core values.

Dan began his career in public accounting at Arthur Andersen in tax, followed by audit at Deloitte before joining BDO.  He has significant experience in the manufacturing & distribution, real estate & hospitality and software industries.  He has overseen a number of public and private engagements while resolving accounting, auditing and complex operational issues.  Dan is passionate about the development of the professionals within the practice and at Marquette.   This cross-section of focus areas and breadth of experience provides Dan with a unique perspective that brings added value to his clients, teams, and the accounting advisory board. 

Dan currently resides in Brookfield, Wisconsin, with his wife (who he met at Marquette and married at Gesu), and two sons.

Jeffrey Krol - Jeffrey W. Krol & Associates

Jeffrey KrolJeffrey W. Krol received a bachelor's degree in accounitng from Loyola University and immediately participated in the Masters of Taxation Program at DePaul University, which he completed in 1984. Mr. Krol began his career as a tax accountant for Peat, Marwick, Mitchell & Company at the Chicago office (now KPMG). In 1980, Mr. Krol established his own accounting firm, Krol & Associates, which currently has 17 employees. This firm specializes in representation of individuals, partnerships, and corporations with a focus on tax and financial planning. Mr. Krol's firm also represents numerous real estate developers.

Mr. Krol has acted as a general partner or managing partner in more than one hundred real estate developments including development of retail, commercial, industrial, telecommunications, medical offices, and residential projects. Mr. Krol is a principal in CA Ventures, a diversified developer of student living, senior living, multi-family and office projects.

He is a member of the American Institute of Certified Public Accountants and the Illinois Society of Certified Public Accountants. He has been a member of the Business Valuation Association and has served as an expert witness in valuation matters in a number of engagements. In addition, Mr. Krol has sat on numerous boards for both charitable and commercial enterprises. He has also served on various Bank Boards during his career. He also serves as a director and trustee for a number of other businesses in a wide variety of industries and charitable organizations. He owns interest in various other commercial enterprises.

Robert Love - PricewaterhouseCoopers LLP

Robert LoveBob is a PwC National Tax Quality & Risk Management Partner and a National Partner in the PwC’s One Firm, Risk Office.

In addition to his current role, Bob has previously lead the Milwaukee Tax Practice, Lead the PwC National Capital Spend Consulting Practice, was the Regional Leader of the Research and Tax Credit Practice for the Midwest Region, and was a Client Service Lead Tax Partner.

Over his career, Bob has been very involved in the areas of accounting for income taxes, tax planning, and tax compliance services

Bob graduated from Bradley University with a B.S. degree in Accounting. 

Edward Maginot - Grant Thornton LLP

Edward MaginotEd Maginot is a corporate tax partner in Grant Thornton LLP’s Milwaukee office. With over 25 years of experience, he has served both public and privately-held companies.

Ed has assisted clients in a variety of ways including:

  • assisting within all areas of taxation such as mergers and acquisitions, multi-state taxation, incentive compensation and international and federal tax matters
  • specializing within the areas of federal and state tax consulting including expertise in research tax credit, inventory, accounting methods, acquisition/merger tax issues and nexus planning
  • coordinating tax services, including providing tax counsel to Grant Thornton clients, and identifying and assisting in the implementation of tax planning opportunities for the firm
  • tax consulting and tax compliance relating to C corporations, S corporations, limited liability companies and partnerships
  • analysis under ASC 740, including review of tax disclosures for public and private companies

Ed is also a frequent speaker at various financial and tax organizations including Tax Executives Institute, Financial Executives Institute, Milwaukee Tax Club and the Chicago Tax Club.

Ed received his Bachelors of Science in Accounting from Marquette University and his Juris Doctorate from the DePaul University College of Law.

John Malloy - NAI-MLG Commercial

 

Joan Phillips - Deloitte & Touche LLP

Joan PhillipsJoan serves as audit partner for various public and private companies, as well as serving as an engagement quality review partner within the Wisconsin practice of Deloitte. In her 29 years in public accounting, Joan has focused on manufacturing and distribution companies ranging from family owned, privately-held businesses to large publicly-traded multi-nationals.   She also serves on the boards of Feeding America Eastern Wisconsin and the Betty Brinn Children’s Museum.  She is a 1989 graduate of Marquette University with a Bachelor of Science in Accounting.  She also leads Deloitte’s recruiting efforts at Marquette.

James Quaid - Ostrow Reisin Berk & Abrams, Ltd.

James QuaidJim is Chair of ORBA’s Not-For-Profit Group and his experience includes providing auditing, accounting and tax services for not-for-profit organizations, including charter schools, social service agencies, associations, foundations, and civic and cultural organizations. Jim’s experience enables him to advise his not-for-profit clients about new funding streams, the best course when looking to provide a new service or program, and effective ways to undertake strategic or operational changes.

David Rodgers - Briggs & Stratton Corporation

 

Greg Ryan - KPMG LLP

 

Ignatius Smetek - Arcataur Capital Management LLC

Ignatius SmetekIgnatius L. Smetek is primarily responsible for the management of the Arcataur Large Capitalization Portfolio, Arcataur Investment Grade Fixed Income portfolio and the overall Arcataur Managed Balance Portfolios. From 1986 to 2002, Mr. Smetek was with the institutional investment management arm of The Northwestern Mutual Life Insurance Company. He was a Portfolio Manager from 1993 to 2002, focusing on large capitalization, blue chip stocks utilizing a “growth at a reasonable price” style. Mr. Smetek also had overall asset allocation responsibilities for a $1.8 billion pension fund portfolio, a $120 million charitable foundation portfolio and a $120 million mutual fund/variable annuity fund. Barron's newspaper rated Mr. Smetek the top multi-asset manager in July 2001 and July 2002 for the three years ended June 30, 2001 and June 30, 2002, when compared to over 150 mutual funds with similar asset allocation styles. According to Lipper, the five year performance return for comparable funds ranked Mr. Smetek's fund in the top 10% of all funds as of June 30, 2002.

Mr. Smetek received a BBA-Accounting from the University of Wisconsin-Milwaukee in 1983 and a MSBA-Investments from the University of Wisconsin-Madison in 1986. He is a Certified Public Accountant and a Chartered Financial Analyst and is a member of the CFA Institute and the CFA Society of Milwaukee.

Daniel Szidon - Wipfli LLP

Daniel SzidonDan Szidon is the partner in charge of the firm’s audit and accounting practice.  He prides himself on accurately evaluating critical client issues, determining their needs and resources, and formulating sound, commonsense business solutions.  Through extensive experience, continuing education, and advanced certifications, Dan is able to provide state-of-the-art services to closely held businesses and their owners.

Dan is a certified public accountant who has focused his practice on providing financial and consulting services.  He has over 25 years of professional experience in audit and accounting services as well as consulting on various business issues.  Dan is involved with businesses of all sizes, from the closely held to large publicly traded companies.  He takes pride in striving to understand his clients’ businesses to the highest degree possible through frequent contact and involvement.

Victor Weiler - Clifton Gunderson LLP

 

Ann Marie Wick - Briggs & Stratton Corporation

Ann Marie WickAnn Marie Wick, CPA, CIA, is a global Finance and Compliance executive with over twenty years of expertise in the manufacturing, consumer products, and technology services industries.  With experience working on six of the seven continents, she was recruited to develop and lead the Global Compliance function for Briggs & Stratton Corporation.  In this role, Ann Marie ensures compliance with global anti-bribery and anti-corruption legislation and international sanctions.  She is also responsible for managing the corporation’s Integrity Program. 


Previously, Ann Marie was Director of Global Finance Compliance at Johnson Controls, Inc., Chief Audit Executive at Metavante Corporation, and held senior management audit roles at SC Johnson & Son, Inc. and PricewaterhouseCoopers LLP.

Ann Marie was selected by the FBI Milwaukee branch to be a member of the FBI Citizen’s Academy.  The Citizen’s Academy is an elite group of business and community leaders trained by special agents and their supervisors in Agency operations, investigation techniques and hands-on instruction mirroring new agent training. 


Ann Marie earned an Honors Bachelor of Science in Accounting from Marquette University.   She is a Certified Public Accountant, Certified Internal Auditor, a guest lecturer for Marquette University Accounting and Management courses, and a regular speaker at Global Compliance and Internal Audit conferences.   Ann Marie is a former Auditing instructor for a Wisconsin university.