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

Tax-exempt organizations: How will the “Parking Tax” impact you?

Dori Eggett

Webinar February 12, 2019; 11:00 a.m. - 12:00 p.m. EST 60 min watch

CECL: Clarity and simplicity are on the horizon for community institutions

Ryan Abdoo

Article February 1, 2019 2 min read

FDICIA implementation: Is your institution properly prepared?

Sherrie Krowczyk-Mendoza

Article January 31, 2019 5 min read

Is your institution on track to implement recent accounting standards updates?

Ryan Abdoo

January 31, 2019 1 min read

Looking for a particular professional?

Browse All People