As the director of Baker Tilly’s debt management group, Shelli oversees all aspects of post issuance compliance with Internal Revenue Service regulations as they relate to arbitrage. She brings more than 20 years of financial management experience and technical savvy to help clients navigate complex IRS regulations that issuers of tax-exempt debt must comply with. She demonstrates an exceptional aptitude and uncanny ability to translate complex tax code into easily understood concepts while guiding clients in reporting and record keeping requirements. Shelli specializes in accounting, cash management, financial analysis, audit and compliance. She is MSRB Municipal Advisor Series 50 Qualified.
- Financial management experience and technical knowledge to successfully assist clients with the complex IRS regulations that issuers of tax exempt debt must comply with
- Strong numeric aptitude, great attention to detail and a broad knowledge base
- Areas of specialty include:
-Accounting
-Cash Management
-Financial Analysis
-Audit
-Compliance
-IRS Examination Assistance - Significant experience in the banking and public accounting sectors
- Speaks on arbitrage compliance matters at state and regional conferences and meetings
- Minnesota Society of Certified Public Accountants (MNCPA)
- American Institute of Certified Public Accountants (AICPA)
- National Association of Bond Lawyers (NABL)
- Minnesota Association of School Business Officials (MASBO)
- Minnesota Board of School Administrators (BOSA)
- Minnesota Government Finance Officers Association (MNGFOA)
- Delta Mu Delta, National Honor Society in Business Administration
- Community Partnership for Youth and Families, former board member and treasurer
Location
Minnesota
Education
Certified Public Accountant (CPA), State of Minnesota
MSRB Municipal Advisor Series 50 Qualified
Augsburg College – Bachelor of Arts in accounting and business/management