Colleen Wellman | Get to Know Plante Moran

Experience

I perform and supervise accounting, audit, and consulting engagements for credit unions, banks, and mortgage companies. My experience includes purchase accounting, internal control risk assessments and testing, and mortgage banking activities, including FHA and HUD requirements. I’ve served as the manager on multiple external and internal audits for financial institutions.

View More of Colleen's Experience

I’ve had the pleasure of working at Plante Moran for more than 15 years and serving many valued clients. They appreciate that I care. I care about their goals, their concerns, and their vision. I like to think that my upbeat personality and my optimistic attitude are positive traits when trying to develop relationships with my clients — and with colleagues.

I’m often asked to speak to clients, their boards, audit committees, and at industry conferences. Most recently, I presented at the CUNA Councils CFO Conference on the current expected credit losses (CECL). I received my B.S. in accounting from Walsh College. I belong to the AICPA and the MICPA.

Specializes In

        
I love to travel and spend time with my husband and son. Recently, we took a cruise to Alaska where we went dogsledding on a glacier.

Additional Thoughts

CECL: Full application of the WARM method

Ryan Abdoo

Webinar April 17, 2019 60 minute watch

AICPA releases new guidelines for SOC 2 reports: What you need to know

Sarah Pavelek

Article April 17, 2019 2 min read

GLBA Safeguards Rule: Proposed updates could affect your information security program

Joe Oleksak

Article April 17, 2019 4 min read

Banking regulations and fintech compliance: A two-fold approach to risk management

Troy Snyder

Article April 9, 2019 5 min read

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