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Trainers

Kate Atkins
Client Development Advisor
Kate Atkins cultivates relationships with current and prospective clients in Wipfli’s nonprofit and government ...
Kimberly Baldwin
Senior Consultant
As a senior consultant in the risk advisory group, Kim Baldwin works with clients to access, ...
Diane Blackwell
Manager, Service Delivery
Dianne Blackwell is a service delivery manager on the financial and operating systems team. She has ...
Marcie Bomberg
Senior Manager
Marcie Bomberg brings over 20 years of experience in executive leadership roles in both financial institutions ...
Linda Coffey
Senior Retirement Plan Advisor | Advisors
Linda Coffey specializes in providing investment advice, education and service to employer-sponsored retirement plans. She ...
Karl Eck
Partner
Karl Eck has over 19 years of experience with grant-funded nonprofit organizations, providing audit, consulting, ...
Katherine Eilers
Manager
Katherine Eilers works primarily with nonprofit clients as a consultant in the areas of financial policies ...
Lindan Elliott
Partner
Lindan Elliott is a partner in the financial and operational systems group within the technology consulting ...
Seth Fine
Senior Manager
Seth Fine is an experienced consultant and facilitator focused on helping Wipfli’s clients plan ...
Shelly Fine
Manager
Shelly Schwane is a manager in Wipfli LLP’s nonprofit and government practice. She shares ...
Brian Gaumont
Senior Manager
Brian Gaumont is a consultant and trainer within Wipfli’s nonprofit and government practice. He ...
Alyssa Hartung
Senior Accountant
Alyssa Hartung joined Wipfli LLP as a staff accountant in 2014. She performs audit services and ...
John Hemming
Partner
As a partner in Wipfli LLP’s nonprofit and government practice, John Hemming oversees ...
Rebecca Hurst
Senior Consultant
Rebecca Hurst is a senior consultant with Wipfli’s technology consulting practice. Her experience at Wipfli ...
Barbara Irias
Senior Manager
Barbara Irias is a senior manager responsible for website development projects for Wipfli’s client ...
Tammy Jelinek
Partner
With over 25 years of experience working in and with nonprofit organizations and for-profit businesses, ...
Carlos Jimenez
Senior Manager
Carlos Jimenez is a senior manager in the firm’s health care practice.  Since ...
Julia Johnson
Senior Manager
With more than 25 years of diversified human resources and organizational development experience, Julia Johnson works ...
Deron Kling
Senior Manager
Deron Kling is an experienced consultant and leader focused on helping Wipfli’s clients plan ...
Nathan Lipton
Manager
Nathan Lipton is a manager in Wipfli’s nonprofit and government practice, with over four years ...
Steve Lipton
Partner
Steve Lipton serves in several leadership roles, helping Wipfli LLP’s clients achieve their mission ...
Shereen Mahoney
Partner
Shereen Mahoney is a service and delivery partner in Wipfli’s financial and operational systems ...
Karen Mitchell
Manager
As manager in Wipfli LLP’s financial institutions practice, Karen Mitchell brings more than 25 ...
Brent Neitz
Senior Manager
Brent Neitz is a senior manager in the firm’s technology consulting practice. Focused on ...
Jeff Olejnik
Partner, Risk Advisory Services
Jeff Olejnik is responsible for the leadership, growth, and development of Wipfli’s cybersecurity services ...
Mark Oliphant
Senior Consultant
Mark Oliphant is a senior business consultant with over 30 years of experience in a wide ...
Ryan Peasley
Information Technology Consultant
With 12 years of experience, Ryan Peasley is a consultant on the information technology (IT) management ...
George Persekian
Manager
George Persekian is a manager in Wipfli’s nonprofit and government practice and has over ...
Michael Peterson
Senior Manager
Michael Peterson is a senior tax manager specializing in tax-exempt organizations. He works closely with ...
Grish Ramachandra
Senior Manager
Girish Ramachandra is one of the leaders within Wipfli's technology consulting division, focused on helping ...
Ryan Risley
Partner
Ryan Risley, partner with Wipfli's technology consulting practice, leads the firm's Chief Intelligence Officer ( ...
Kaydee Ruppert
Manager, Financial Accounting Outsourcing
As a member of the financial accounting outsourcing team, Kaydee Ruppert is able to leverage more ...
Dave Schroepfer
Partner
Dave Schroepfer is the engagement partner and concurring reviewer for numerous financial institution (FI) engagements for ...
Denes Tobie
Partner
As a partner in Wipfli LLP’s nonprofit and government practice (NGP), Denes Tobie oversees ...
Jeff Wulf
Partner
With over 20 years of experience, Jeff Wulf provides leadership within the management consulting practice of ...
Shanice York
  
Bio coming soon ...


What our attendees say...



"I recommend this conference to all of our regional agencies. Provides relevant information on policy, best practices, and general operations of non-profits."
Misty O'Keefe, COO
Child Care Aware of Missouri
"As a new executive director, I found the conference to be organized, well planned, information-rich, and an excellent use of my time."
Angele Thibodeaux Burns, CEO
East Central Illinois Community Action Agency
"If you want your organization to grow and become a leader in your community, you need to come to this conference."
Brian Heese, Executive Director
Northern California Child Development, Inc.
"Best conference I have ever attended in my career. Very relevant topics to finance for non-profits and excellent presenters."
Mary Werner, Director, Financial Planning & Analysis
Lutheran Social Services of the South Upbring
"This was my first year attending and I have learned so much! Wipfli rocks!! See you all next year!"
Daphne Harris Brown, Compliance Specialist/IT Specialist
Washington County Opportunities
"This conference was intensive. I would recommend this training and conference to all my colleagues. The staff and presenters are second to none."
Charlie Ugarte, Director of Finance
Puerto Rican Family Institute