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Wayne T. Morgan

Partner, CPA

Wayne Morgan, Partner with Baker Tilly Virchow Krause, LLP, has been with the firm since 1998. In 1983, he began his accounting career and currently specializes in accounting and management services for employee benefit plans, wholesale/distribution, and large retail groups.

Experience

  • Manages team members supporting services to wholesale/distribution and large retail clients
  • Plans, conducts, supervises, and reviews certified audits of various commercial entities and employee benefit plans
  • Consults with clients regarding the selection and implementation of accounting and financial reporting systems
  • Plans, conducts, supervises, and reviews various non-traditional attest services
  • Leads business and tax consulting initiatives related to mergers and acquisitions of entities, with a concentration in distribution/retail industries
  • Regional leader in firm-wide recruiting and employee retention initiatives
  • Regional leader for risk and audit compliance

Involvement

  • American Institute of Certified Public Accountants (AICPA)
  • Wisconsin Institute of Certified Public Accountants (WICPA)

Education

University of Wisconsin‒Eau Claire
Bachelor of Business Administration in Accounting

Continuing Education

  • Accounting and auditing updates (Baker Tilly)
  • AICPA “The GASB’s Pension Standards Part I: Considerations”
  • Annual “Employee Benefit Plan Advanced Training ‒ Milwaukee” (Baker Tilly)
  • AICPA “Fraud in the Governmental and Not-for-Profit Environments: What a Steal!”
  • “2013 HIPAA Privacy and Security for Professional Service Providers” (Baker Tilly)