Krista has been with the firm since 1995. She serves as the firm not-for-profit industry leader, specializing in numerous not-for-profit industries including, but not limited to, healthcare, senior living, voluntary health and welfare organizations, associations, religious orders and their ministries, and behavioral health organizations. Krista has extensive experience with compliance auditing including Uniform Guidance and the U.S. Department of Housing and Urban Development (HUD). She is also one of our firm assurance quality leaders.
- Serves as the firm sector leader for behavioral health and the Wisconsin healthcare practice leader and audit partner
- Serves as the firm not-for-profit network leader, Wisconsin not-for-profit practice leader and partner-in-charge on numerous not-for-profit audit engagements including compliance auditing
- Partner-in-charge of numerous behavioral health, senior living and other assisted living facilities experienced in the valuation methodologies of patient receivables and government funding
- Serves as assurance quality leader for Baker Tilly’s not-for-profit industry practice
- Ensures quality through providing internal trainings, consultations with other partners on technical matters, concurring reviews and oversees internal inspection of not-for-profit engagements
- Deep understanding of contributions including donor restrictions, classifications of net assets, government grants and their compliance requirements, membership organizations, associations, and foundations including endowments
- Audits numerous religious orders and their ministries
- Proficient in auditing investments, patrimony funds, consolidations of sponsored ministries and internal control assessments
- Specializes in audits conducted in compliance with OMB Uniform Guidance, the HUD Consolidated Audit Guide 2000.04, and the Wisconsin State Single Audit Guidelines
- Participates in firm recruiting and plans and conducts internal staff technical training
- Previous experience performing audits, reviews and compilations for municipalities, banks, commercial entities and school districts
- Assists with compliance issue resolution, working with federal, state and county departments
- Extensive consolidation experience including for-profit subsidiaries
- American Institute of Certified Public Accountants (AICPA)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Financial Accounting Standards Board (FASB) Not-for-Profit Advisory Committee Resource Group
- Chairperson for Baker Tilly’s GROW (Growth and Retention of Women) initiative
- “Organizational Strategic Planning: Positioning for the Future,” co-presenter at LeadingAge Wisconsin Fall Conference (September 2018)
- Healthcare Financial Management Association (HFMA) Wisconsin Chapter
- WI HFMA Women in Healthcare conference, November 2016
- 2016 Mega Conference
- Treasurer for Clement Manor 2018-present; Board Member 2016 – present
- Executive Women’s Golf Association–Milwaukee Chapter (Nomination Committee, 2013; Treasurer, 2009-2011)
- Bottomless Closet – Past Board Member, helped educate and clothe underprivileged individuals for interviews
- Speaker at Resource Center for Religious Institutes: 2012-2016
- Past presenter at WICPA NFP conference
- Authored publications for WICPA and for internal NFP training
Location
Janesville, WI
Education
University of Wisconsin – Whitewater
Bachelor of Business Administration in accounting
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