We help companies figure out where they want to be and then map out their strategic vision. For some organizations, that means selling; for others, it’s managing their leadership team differently. If they want to move beyond their current profit level, we can help with that transition. We also advise firms on best practices for creating and understanding their culture, developing partner/owner retirement programs, and managing the change in leadership from generation to generation.
I’m lucky in that I can call upon the skills I’ve learned from more than 25 years with Plante Moran. When management teams want more information, we give them the resources they need to make the best decisions for their organizations. Because of my expertise with A&E firms, I’ve helped put Plante Moran on the map as a leader in the A&E space.
I’m also proud of how my team has assisted numerous clients with their own leadership transitions. Much of my role is developing people. That’s why I’m happy to abide by our open-door policy — I want my staff to see me as a mentor who’s available to help them develop and achieve their professional goals.
Because of my industry expertise, I’m often asked to speak at CFO and business leader forums, such as Matheson Advisors, AEC Advisors, and the American Council of Engineering, on matters that impact the industry. Recent topics include revenue recognition rules, cybersecurity, leadership development and transition, as well as tax strategies. I’m a member of the AICPA and the Michigan Association of CPAs, and I’m on the board of directors for the Michigan Architecture Foundation. I have a B.S. in business administration from Central Michigan University.
Things have changed around our house since both our kids graduated high school, and we’re no longer attending all of their events. Hopefully, I have more time to revisit some of my old hobbies, which include snow skiing and bird hunting.