Chuck joined Baker Tilly in 1999, and he has served in multiple roles throughout the years, including as the Illinois team leader of our professional services, software and technology group.
- Responsible for large scale transformational projects and overall firm operations
- Leads the negotiations, due diligence and integration process for all merger combinations and acquisitions.
- Continues to evolve the partnership as it relates to partner capital, compensation and retirement plans
- Oversees the firm’s technology and finance functions
- Oversees the financial planning and reporting processes
- Partner on reviews and audits of more than 20 large professional services, software and technology group consulting and retail businesses
- Partner in charge of more than 40 employee benefit plan audits, including 401(k) plans, health and welfare plans and defined benefit plans
- Partner and pre-issuance reviewer of more than 10 large university audits
- Lead partner for a number of comprehensive basis of accounting audit engagements, including modified cash basis, income tax basis, contract basis accounting and special purpose frameworks
- Partner in charge of annual special purpose framework audits for airport and aviation authorities throughout the United States
- Team leader for large Sarbanes Oxley Section 404 project
- Specializes in serving closely held, middle market businesses
- Responsible for the digital transformation of the firm
- Lyric Opera of Chicago, Board Member
- Chicago International Film Festival Board Chair
- Gene Siskel Film Center Advisory Board
- Civic Federation of Chicago, Executive Committee and Board Member; 2016-2019
- East Isthmus Neighborhood Planning Council Finance Board Member; 2001–2003
- Urban Open Space Foundation Audit Committee Member; 2003–2008
Location
Chicago, IL
Education
University of Wisconsin – Superior
Bachelor of Science in accounting – Magna Cum Laude