SVA Professionals BJ Cook, Nicholas DiMiceli, Holly Eisenhauer, Kelsey Fatzinger, Chris Fearn, Daniel Glomski, Ryan High, Bethany Keleher, Kelly Lagore and Bonnie Lilley have recently graduated from SVA’s exclusive Speaker Source program.
If you are looking for highly qualified speakers for your next meeting, webinar, educational roundtable or expo, SVA has assembled an exceptional group of subject matter experts to address your needs. These are business professionals with established public speaking experience in a broad range of industries and niche areas.
To secure an SVA speaker, contact Bonnie Bailey at email@example.com or call 608-826-2378. Visit www.sva.com/speakersource.
About BJ Cook
BJ is an Assistant Portfolio Manager with SVA Plumb Wealth Management, LLC. He is a member of the company’s Investment Committee, which means he helps make decisions about investment strategy and best practices regarding implementation. BJ is also responsible for trading the securities within each client account. That means BJ also gets to execute the plan set forth by the Investment Committee.
The following is a partial list of the topics BJ covers:
- What do you have in your retirement Account?
- Why it is Important to Understand What You Own?
About Nicholas DiMiceli
Nick is a Governance and Regulatory Compliance (GRC) Consultant for SVA Consulting, LLC. As a GRC Consultant, Nick designs, tests, validates and implements technology solutions that improve security and comply with federal regulations. Nick leads clients in business requirements gathering to ensure that solutions meet the business needs. He works to simplify, standardize and secure any solution he is part of implementing, balancing compliance with effective security.
The following is a partial list of the topics Nick covers:
- Compliance Management: Integrating Compliance into Daily Operations
- Designing the Balance Between Compliance and Cybersecurity
- Changing the Culture of Compliance
About Holly Eisenhauer, CPA
Holly is a Senior Manager with SVA Certified Public Accountants, S.C. and specializes in individual taxation with a focus on proactive tax planning and developing strategies to minimize current and future tax liabilities. She also enjoys working with closely held businesses and their owners providing the support needed to help them grow their businesses. Her experience gives her the ability to consult with clients in a variety of areas such as alternative minimum tax, tax credits and savings opportunities, entity selection, and identity theft.
The following is a partial list of the topics Holly covers:
- Understanding Your Personal Income Tax
- What tax planning opportunities are available
- Breaking down the tax law affect for you
- Why tax planning is important before year end
About Kelsey Fatzinger
Kelsey is an Associate Financial Consultant with SVA Plumb Wealth Management, LLC. Kelsey focuses on assisting clients with planning for their financial future. She has a passion for meeting new people, listening to their financial goals, and providing resources to help them achieve those goals. With many different complex rules and regulations in the finance world, Kelsey enjoys giving clients a simpler way to look at their financial future.
The following is a partial list of the topics Kelsey covers:
- Preparing for a Successful Financial Future
- Determine your life goals
- How to Invest for those goals
- Expecting the unexpected
About Chris Fearn, CPA
Chris is a Manager with SVA Certified Public Accountants, S.C. with expertise in the real estate and nonprofit industries. In his role, he supervises and performs audits for owners of affordable multifamily housing projects receiving Section 42 Low-Income Housing Tax Credits.
The following is a partial list of the topics Chris covers:
- The Low-Income Housing Tax Credit Program
- Real Estate Financing Options
About Daniel Glomski, CPA, ABV, CVA, MST
Dan is a Principal with SVA Certified Public Accountants, S.C. and a member of the Business Advisory Services group. Dan helps clients understand financial information to improve their company’s profitability and protect their interests. He does this by taking the time to understand the client, external influences and personal objectives of the owners.
The following is a partial list of the topics Dan covers:
- Business Valuations: Information for Your Business Strategies
- Changing Landscape of Sales tax – Supreme Court Wayfair
About Ryan High, EA
Ryan is a Senior Manager with SVA Certified Public Accountants, S.C., and a member of SVA’s Healthcare and Dental Services. Ryan provides a variety of accounting, tax and consulting services for his individual and business clients. These services include profitability analyses, business and individual tax planning as well as tax return preparation.
The following is a partial list of the topics Ryan Covers:
- Improving Profitability in Your Dental Practice
- Dental Practice Growth Strategies
About Bethany Keleher, CPA
Bethany is a Senior Manager with SVA Certified Public Accountants, S.C. She uses her 10 years of experience to provide clients with guidance and consulting in areas such as federal and state income tax planning and multistate tax compliance. Her experience working with businesses in the auto dealership, distribution, professional services and manufacturing industries provides the ability to consult with clients in a variety of areas.
The following is a partial list of the topics Bethany covers:
- Minimizing Business Taxation
- Planning For Individual Taxation
About Kelly Lagore
Kelly is a Financial Consultant with SVA Plumb Wealth Management, LLC. Through consistent financial planning, Kelly works to help clients achieve their financial goals, whether it be saving for college, planning for retirement, or wealth preservation for the next generation. She enjoys the personal relationships she develops with clients and works to build a strong level of trust with them.
The following is a partial list of the topics Kelly covers:
- Planning For Retirement
- Women: Financial Strategies for Success
About Bonnie Lilley, CPA, CGMA®, MBA
Bonnie is a Principal and member of Business Advisory Services in Milwaukee. Bonnie has over 23 years of experience performing and managing audits, reviews and compilations. Bonnie works with clients on understanding their business, the challenges they are facing, and helping them with a proactive strategic approach to growing their business.
The following is a partial list of the topics Bonnie covers:
- How Your Organization Can Benefit from an SOC Audit
- Risk Management and Fraud Prevention Through Internal Controls