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Kaiser Consulting's thought leaders and subject matter experts are available to address a broad range of industry topics, including accounting, finance, information technology compliance, risk management, and much more.
If you are interested in having a speaker from Kaiser Consulting present at your organization’s event or learning program, please contact us today. We are happy to help!
Kaiser Consulting is proud to have participated in the following
business and community events during 2022.
11/21/2022 – Tiffany McGinnis, CPA, MPA, director of client service, and Sharon Thompson, accounting consultant, represented Kaiser Consulting at the firm's exhibitor booth while attending the Insurance Accounting & Systems Association (IASA) Ohio Chapter’s 45th Annual Conference. The conference is the largest regional insurance accounting conference, offering relevant, insightful and timely sessions for insurance and accounting professionals.
11/17/2022 – Kaiser Consulting team members attended the 2022 Columbus Business First Best Places to Work in Central Ohio Celebration at COSI in Downtown Columbus to recognize the top-rated workplace cultures in our business community. Kaiser Consulting was thrilled to be named a Best Place to Work for the seventh time and be ranked #2 out of 10 medium-sized companies for 2022! Thank you, Angela McDermott, shareholder + managing director of operations, Melanie Gerosa, CPA, MBA, shareholder + director of recruiting, and Tiffany McGinnis, CPA, MPA, director of client service, for attending the ceremony and accepting this prestigious award on our firm's behalf.
11/16/2022 – Hilary Dodson, CPA, CGMA, shareholder + managing director of client service, Michele Himes, CPA, CGMA, MAPS, shareholder + managing director of client service, Jill Lukshin-Hoff, CPA, MSAc, director of client service, and Michelle Lindsey, NP, accounting consultant, represented Kaiser Consulting at the 24th Annual Conway Center for Family Business Awards & Expo at the Hilton Easton in Columbus to celebrate the accomplishments of Central Ohio family businesses. Kaiser Consulting was happy to host a booth during the expo and honored to receive a Milestone Award for Business Longevity during the awards ceremony, recognizing our firm's 30 years in business.
11/9/2022 – Michele Himes, CPA, CGMA, MAPS, shareholder + managing director of client service, and Tracey Holecek, CPA, shareholder + managing director of client service, presented "Make an Impact: Leading with Influence," on behalf of Kaiser Consulting to JPMorgan Chase’s Women on the Move - In Finance group. Michele and Tracey discussed the traits and characteristics of an influential leader and helped identify how best to fine-tune and leverage influence, personally and professionally.
10/28/2022 – Kaiser Consulting team members Michelle Martin, CPA, CGMA, shareholder + managing director of finance, Kendra Comer, CPA, MBA, and Jennifer Lindley, CPA, both accounting consultants, volunteered at The Reeb Center's Halloween Trunk or Treat event. The annual event lets attendees enjoy an evening of family-friendly Halloween fun. The Reeb Center, a nonprofit organization, seeks to build a prosperous, healthy, equitable South Side Columbus, Ohio, neighborhood that empowers families to transcend systemic poverty. Our firm is privileged to support worthy activities such as this one through Kaiser Cares, our firmwide platform for community giving and volunteerism.
10/24/2022 - 10/26/2022 – Kaiser Consulting is a proud member of the Finance and Accounting Consultants Alliance (FINACA), a leading nationwide network of premier finance and accounting consulting firms located throughout the U.S. that represent the expertise of 800+ professionals. FINACA members gather in person twice a year to learn impactful educational content and enjoy ample networking opportunities. Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, represented our firm at the Fall 2022 Conference, where members participated in a themed agenda aligned with the New York Times bestseller CEO Excellence: The Six Mindsets That Distinguish the Best Leaders from the Rest.
10/20/2022 – Kaiser Consulting was delighted to join Integrity Payroll to co-sponsor the NAWBO Columbus Women, Wisdom & Wine event held near downtown Columbus. It was a wonderful evening as women business owners and supporters gathered to enjoy each other's company and make new connections.
10/6/2022 – Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, co-presented "Scaling, Succession, Selling – What Happens Next for Your Business" with Mindi Wells, Esq. at a Lunch & Learn Workshop hosted by Wells Law. Lori discussed her first-hand experience as a founder contemplating the future ownership of her business, shared the lessons she has learned since founding her company in 1992 and provided practical tips for business owners to consider in their own succession plans.
8/20/2022 – Jill Kerns, CISA, shareholder + managing director of IT compliance & data security, Angela McDermott, shareholder + managing director of operations, Melanie Gerosa, CPA, MBA, shareholder + director of recruiting, and Megha Manek, MBA, accounting consultant, represented Kaiser Consulting at the firm's booth at the India Festival 2022 hosted by the Federation of Indian Associations – Ohio. The Central Ohio nonprofit organization's vision is to provide a unique platform for Ohioans to explore, experience, and embrace the culture and heritage of India while fostering interaction between mainstream organizations and the local Asian Indian community to strengthen cooperation.
7/21/2022 – Kaiser Consulting was a Champion Sponsor for The Ohio Society of CPAs Women, Wealth & Wellness Virtual Conference presented by the Women's Initiatives Group (WIG). The conference brought together accounting and finance professionals to hear inspirational leaders discuss overcoming setbacks, breaking boundaries, and building the lives and careers they seek. Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, welcomed participants as committe chair of the WIG, and Tiffany McGinnis, CPA, MPA, director of client service, welcomed participants on behalf of our firm as a conference sponsor. Lisa Glass, CPA, MAcc, director of client service, introduced speaker and nutrition expert CiCi Stephenson. Additionally, Kaiser Consulting was proud to award one college student a $500 accounting scholarship during the conference.
7/20/2022 – Alison Williams, CIA, CISA, IT audit consultant at Kaiser Consulting, co-presented the post-conference workshop, "Practicing Agility," held immediately following The Institute of Internal Auditors 2022 International Conference in Chicago. The workshop helped participants gain insights into being an agile thinker when exploring new auditing strategies.
6/21/2022 – Jill Kerns, CISA, shareholder + managing director of IT compliance and data security, Lisa Glass, CPA, MAcc, director of client service, and Jill Lukshin-Hoff, CPA, MSAc, director of client service, presented "Overcoming the Financial Risks Facing Nonprofits" on behalf of Kaiser Consulting at a public event hosted by Philanthropy Ohio. The event helped educate nonprofit and philanthropic professionals about overcoming financial, compliance, and cybersecurity risks facing their organizations, including discussing the five most critical areas to prioritize in accounting, finance, and IT to help their organizations achieve their missions.
6/13/2022 - 6/16/2022 – Kaiser Consulting was a Session Sponsor for The Ohio CPA Foundation's Accounting Careers Awareness Program (ACAP-Ohio), presented by The Ohio Society of CPAs, the National Association of Black Accountants, and The Ohio State University’s Fisher College of Business. ACAP-Ohio is a week-long program for racially and ethnically underrepresented high school students interested in exploring careers in accounting and business. Additionally, Kaiser Consulting was proud to award one ACAP-Ohio student with a $500 college scholarship.
Megan Staley, CPA, MAcc, accounting consultant at Kaiser Consulting, welcomed students with messages about what surprised her most about the accounting profession and advice she would have for those entering the field. She was surprised her accounting career has provided opportunities to work on a variety of projects involving more than just accounting, including business operations and IT, given her plentiful opportunities to expand her network and let her realize the benefits of being able to craft the “story” behind the numbers for added insights. Megan's advice to the students was always to do their best to succeed in every role, keep an open mind, be willing to learn, and use challenges as opportunities to build their skill set. She also discussed the importance of having mentors you respect to help you find future success in your accounting career.
5/24/2022 – Tracey Holecek, CPA, shareholder + managing director of client service at Kaiser Consulting, presented "Make an Impact: Leading with Influence" at a second session of Hot Topics for CPAs Virtual Conference hosted by The Ohio Society of CPAs. Tracey discussed how to lay the foundation for influence as a leadership competency, understand how leadership competency impacts an organization's culture and emotional climate, and identify how best to fine-tune and leverage influence in your leadership role.
5/22/2022 – Kaiser Consulting team members Michelle Martin, CPA, CGMA, shareholder + managing director of finance; Jill Lukshin-Hoff, CPA, MSAc, director of client service; Tiffany McGinnis, CPA, MPA, director of client service, and accounting consultants Cassie Chun, CPA, CGMA, Kendra Comer, CPA, MBA, and George Livingston, CPA, volunteered to cheer on participants at the Girls on the Run of Central Ohio (GOTRCO) Spring 2022 5K in Downtown Columbus, Ohio. GOTRCO is a local nonprofit that uses a fun, experience-based curriculum that creatively integrates running into a self-esteem-building program. Our firm is privileged to support worthy activities such as this one through Kaiser Cares, our firmwide platform for community giving and volunteerism.
5/20/2022 – Hilary Dodson, CPA, CGMA, shareholder + managing director of client service, Jill Lukshin-Hoff, CPA, MSAc, director of client service, and Tiffany McGinnis, CPA, MPA, director of client service, presented "Principles of Financial Reporting and Internal Controls" on behalf of Kaiser Consulting to members of a peer mentoring membership organization for CEOs, business owners and executives of small- to mid-size businesses.
5/16/2022 - 5/18/2022 – Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, attended the Spring Governing Council meeting of the American Institute of Certified Public Accountants (AICPA). The Governing Council is the governing body of the AICPA and is comprised of approximately 265 elected members and representatives from every state and U.S. territory. The Council meets twice a year and focuses on issues important to the accounting profession and the AICPA's initiatives. Lori is currently serving a three-year term as a representative for Ohio.
5/11/2022 – Michele Himes, CPA, CGMA, MAPS, shareholder + managing director of client service, Lisa Glass, CPA, MAcc, director of client service, and Tiffany McGinnis, CPA, MPA, director of client service, presented "Principles of Financial Reporting and Internal Controls" on behalf of Kaiser Consulting to members of a peer mentoring membership organization for CEOs, business owners and executives of small- to mid-size businesses.
5/5/2022 – Cindy Ries, bookkeeping consultant at Kaiser Consulting, volunteered at the Opera Columbus Gala, celebrating the organization's 40th anniversary season in 2022. The gala fundraiser is one of the nonprofit's most significant events of the year and helps Opera Columbus remain a vibrant and active member of the community.
4/27/2022 - 4/28/2022 – Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, joined fellow members of the Finance and Accounting Consultants Alliance (FINACA) at the organization's Spring 2022 Conference. Kaiser Consulting is an independent member of FINACA, a leading nationwide network of premier finance and accounting consulting firms located throughout the United States, representing the expertise of over 800 professionals. Conference attendees enjoyed insightful presentations and discussions regarding goal setting, strategic planning, current economic conditions, benchmarking, KPIs, and best practices for client engagements. Lori also participated in a presentation about FINACA's strategic initiatives and plans for future growth.
4/26/2022 – Tracey Holecek, CPA, shareholder + managing director of client service at Kaiser Consulting, presented "Make an Impact: Leading with Influence" at The Ohio Society of CPAs Hot Topics for CPAs Virtual Conference. Tracey discussed how to lay the foundation for influence as a leadership competency, understand how leadership competency impacts an organization's culture and emotional climate, and identify how best to fine-tune and leverage influence in your leadership role.
4/5/2022 – Michele Himes, CPA, CGMA, MAPS, shareholder + managing director of client service, and Michelle Lindsey, NP, accounting consultant, attended the See Kids Dream Inspire Us annual program on behalf of Kaiser Consulting. The Columbus-based nonprofit organization's mission is to empower youth with the skills, motivation, and confidence to make our world a better place by partnering with Central Ohio elementary schools to facilitate year-long service-learning programs.
3/31/2022 – Hilary Dodson, CPA, CGMA, Tracey Holecek, CPA, and Jill Kerns, CISA, shareholders + managing directors at Kaiser Consulting, represented our firm at the Columbus Chamber of Commerce's Annual Meeting, Amplify 2022. Kaiser Consulting was proud to be an Ambassador Sponsor of the Chamber's 2022 Small Business Leader Award, which recognizes Central Ohio leaders for their contributions to the
community and business excellence. Congratulations to Bill Balderez, founder and president at Futurety, for receiving this year's award.
3/3/2022 – Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, joined members of the Women for Economic and Leadership Development for a panel discussion, "The For-Profit Board Interview: What You Need to Know." Panelists discussed their insights, anecdotes and tips to prepare for and navigate the board interview process, which is substantially different from a job interview.
2/28/2022 – Lori Kaiser, CPA, CGMA, MBA, founder + CEO of Kaiser Consulting, was a mentor at Columbus Business First's Bizwomen Mentoring Monday, a one-of-a-kind event that brought together women for mentoring sessions to enhance the community of strong businesswomen in America. The annual event offered attendees the opportunity to connect with mentors who are among the most influential women in the business community for small group coaching sessions.
2/18/2022 – Tracey Holecek, CPA, shareholder + managing director of client service, and Jill Lukshin-Hoff, CPA, MSAC, accounting consultant, represented Kaiser Consulting at the Sneaker Soiree benefiting Girls on the Run of Central Ohio. This local nonprofit creatively incorporates running into a self-esteem-building program to inspire girls to be joyful, healthy, and confident. Kaiser Consulting was proud to be an Empowerment Sponsor of this remarkable event where all proceeds benefit girls in need in Central Ohio.
ABOUT KAISER CONSULTING
Kaiser Consulting offers a full suite of accounting, finance, and information technology compliance and data security solutions delivered with industry-specific expertise to help organizations navigate the complexities of growth and change. Our accomplished professionals collaborate with executives and management teams to reduce business and operational risks, bridge resource gaps, and optimize company-wide financial performance. A trusted advisor since 1992, we proudly serve enterprises of all sizes, including privately held and publicly traded businesses, multinational Fortune 100 and Fortune 500 companies, closely held entities, visionary start-ups, and mission-driven nonprofit organizations. Headquartered in Columbus, Ohio, we help clients throughout Ohio, the Midwest, and beyond manage immediate needs, meet short-term targets, and achieve long-range goals. Our commitment to experienced and knowledgeable professionals gives your enterprise a distinct advantage to identify potential business issues, implement solutions, and eliminate obstacles before being encountered. To learn more, visit https://kaiserconsulting.com.
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