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  • January 19, 2016 Chapter Meeting

January 19, 2016 Chapter Meeting

  • Tuesday, January 19, 2016
  • 2:00 PM - 7:30 PM
  • Bridgewood Conference Center - 1000 Cameron Way, Neenah, WI 54956

You are invited to attend our 
January 19, 2016 
Chapter Meeting

*Click here to register for this event!

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Keynote Speaker Presentation

Tim Christen

Chairman, Board of Directors American Institute of CPAs and Chairman & CEO of Baker Tilly 

Topic Summary
 - Current state of the accounting profession
 - Evolving landscape and challenges facing the profession.
 - AICPA's impact, influence and activities to address these         challenges.

Timothy L. Christen is Chairman of the American Institute of CPAs for 2015-2016. He has a history of contributions to the profession, including having served as a member of the AICPA’s Board of Directors and Governing Council. Tim has been a member of the AICPA’s Compensation and Political Action Committees, as well as the Member Advisory Panel. He has fifteen years of service as a member of the AICPA’s Major Firms Group, including as Chairman.

Tim is Chairman and CEO of Baker Tilly Virchow Krause, LLP (Baker Tilly). Baker Tilly is the branded US member firm of Baker Tilly International, the world’s eighth largest accounting firm network. He chairs the firm’s Board of Partners and Compensation Committees. Tim is actively engaged with Baker Tilly International and other member firms. He currently serves on the Baker Tilly International Board of Directors, the North American Regional Advisory Council and chairs the Remuneration Committee.

Tim has been honored for his service to the profession, having been named one of Accounting Today’s Top 100 Most Influential People in Accounting and recognized as one of the five Most Admired US Managing Partners by Inside Public Accounting. In 2013, he was named to the Dane County Business Hall of Fame by InBusiness Magazine.

Christen is a graduate of the University of Wisconsin-Platteville, which honored him with the Distinguished Alumnus Award in 2001. Tim and his wife, Pam, split time between Chicago and Madison, Wisconsin.

    • Professional Development Session – Part 1

      Presented by Baker Tilly Search & Staffing
      Hiring Best Practices: What’s Working. What’s Not!

      Hiring the right people is critical to your company and your own success. But have you really focused on what your process says about you as a company? Are you maximizing the time and efforts your company puts into the process? Join us in a discussion about hiring best practices and what is working for you, and others as well as what’s not. 

      - Carver Smith -
         Baker Tilly Search & Staffing


      Carver Smith, Partner with Baker Tilly Search & Staffing, LLC, a wholly owned subsidiary of Baker Tilly Virchow Krause, LLP, joined the firm in 2010. With an extensive background in accounting and human capital, he helps clients find and evaluate talent at all levels in the areas of accounting and finance as well as other management positions. Carver serves clients in a variety of industries, including manufacturing, financial services, professional services, insurance, retail, technology, and not-for-profit. Prior experience includes serving as the National Director of Recruiting for an international CPA firm.

      Specific experience

       - Collaborates with clients throughout the entire recruiting     lifecycle, providing access to qualified candidates who meet each client’s business needs.

       - Develops effective recruiting strategies, process improvements, and compensation plans on behalf of Baker Tilly Search & Staffing clients.

       - Provides instruction on Behavioral Based Interviewing techniques.

       - Educates and professionally speaks on recruiting and leadership topics at various events and conferences throughout the United States.

       - Previously held the Senior Professional in Human Resources (SPHR) certification and FINRA Series 7 and FINRA Series 66 licenses.

      Industry involvement

       - United Performing Arts Fund, Fundraising Committee
       - Children’s Hospital Foundation
       - First Stage, Former Board Member
       - Wisconsin Institute of Certified Public Accountants, Former  Board Member
       - Juvenile Diabetes Research Foundation, Board Member


      University of Wisconsin – Madison
      Bachelor of Business Administration in Accounting
      Bachelor of Business Administration Risk Management & Insurance

      Professional Development Session – Part 2
      Presented by Schenck
      Topic: Retention Strategies at Great Companies

      Highly successful companies have strategies to retain their talented people. These strategies are part of a broader solution addressing the competition for talent in a tightening labor pool. This session covers strategies companies can use to retain and focus their people. Discussion will center on strategies linking multiple generations, the use of expectations, and provide tools for directly confronting the signs of disengaged employees.

      - Thomas Schultz -

         Manager, Human Resources Consulting

      Thomas has more than 20 years of experience as a human resources professional. He brings a broad blend of skills in areas such as leadership coaching, employee relations, benefits, training and development, change leadership and employment law. As a senior human resources consultant, Thomas provides one-on-one guidance and counsel, along with the ability to address broader challenges. His experience includes building human resource systems and structures that match the changing needs of businesses. He is adept at leading organizational talent and development strategies that tie to tangible business needs.

      Prior to joining Schenck, Thomas worked for one of the top five transportation and logistics companies in the country. Most recently, he led the revitalization of human resources and supported the president of an award-winning, family-owned manufacturing organization.

      Key accomplishments

      • Developed wellness programs resulting in 50% reductions in key cost metrics contributing to insurance rate increases
      • Implemented a discipline of strategic planning process tied to the business mission and vision resulting in record bottom line improvement
      • Successfully facilitated more than 100 alternative dispute resolution boards


      University of Wisconsin-Whitewater, BBA, Human Resource Management
      Change Acceleration Process (CAP) Coach
      PROSCI ADKAR Change Leadership Facilitation

      Professional memberships

      • Society for Human Resource Management (SHRM), National and Green Bay Chapters

      Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

      January 19, 2016 Chapter Meeting: Instructional Method: Group-live Experience Level: Basic Prerequisites / Advance Preparation: None; Field of Study: Professional Development Session = Personal Development; Keynote Speaker Session = Personal Development ; Recommended CPE Credits: Professional Development Session = 2.0; Keynote Speaker = 1.5.

      For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact Michelle Weiss, Chapter Administrator: mwcomfoxcities@gmail.com