Press Release

Baker Tilly IT Financial Examination Leader Receives Automated Examination Specialist Designation

CHICAGO (Jan. 9, 2019) – Leading accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly) congratulates Phil Schmoyer, CISA, CFE, AES senior manager and IT insurance examination practice leader, on receiving the Automated Examination Specialist (AES) designation. The AES designation is a certification overseen by the Society of Financial Examiners (SOFE) that recognizes individuals with sufficient knowledge, background and experience of the IT portion of insurance organizations’ financial examinations. Adding the AES certification to Phil’s existing Certified Information Systems Auditor (CISA) and Certified Financial Examiner (CFE), also overseen by SOFE, rounds out his complement of IT insurance regulatory designations.

“Achieving the AES certification has a rewarding experience,” Schmoyer said. “It’s great to be recognized for the dedication and work I have contributed to the insurance regulatory community, and the added expertise we bring to our clients.”

Schmoyer uses his more than ten years of experience in the insurance and technology industries to deliver IT insurance examinations, internal controls consulting/auditing services, and regularly contribute to the National Association of Insurance Commissioner’s (NAIC) committees around IT examinations, innovation and cybersecurity.

“Phil is an outstanding individual that is enthusiastic about the positive impact he has on our clients,” Les Schott, CPA, partner and insurance regulatory practice leader, said. “Phil is now part of an elite group of approximately only 40 individuals nationwide that have achieved the AES designation. Supporting our team members’ professional passions is highly important to ensuring their continued growth and development, ultimately providing our clients with the specialized knowledge needed and a happy service team.”

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Baker Tilly US, LLP (Baker Tilly) is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. Headquartered in Chicago, Baker Tilly, and its affiliated entities, have operations in North America, South America, Europe, Asia and Australia. Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 145 territories, with 34,700 professionals. The combined worldwide revenue of independent member firms is $3.6 billion. Visit or join the conversation on LinkedIn, Facebook and Twitter.