Executive summary
Tom Brean is responsible for audits and consulting for a wide
variety of not-for-profit groups. He works with large national and international
charitable organizations, professional and trade associations, social service,
schools, arts and religious organizations, and community development
organizations. Brean is currently the lead partner working with the YMCA of the
USA, United Way of Metropolitan Chicago, Salvation Army Central Territory, Lions
Clubs International, The Commercial Club of Chicago, the Museum of Science and
Industry, the Alzheimer’s Association and the Chicago History Museum. He is also
a frequent speaker on not-for-profit topics.
Industries
- Not-for-profit organizations
- Higher education
- Religious organizations
- Trade and professional organizations
Professional qualifications and memberships
CPA —
Illinois
Illinois CPA Society, Not-for-Profit Committee, Member and Former
Chair
AICPA
Association Forum of Chicago
American Society of
Association Executives
Presentations and publications
Speaker, Illinois CPA Society Annual Not-for-Profit Conference,
“Accounting and Auditing Update,” November 2008–2012.
Speaker, AICPA
Not-for-Profit and Governmental Conference, “Single Audits,” “NPO Audit and
Advance Accounting Issues,” October 2012.
Speaker, AHACPA Annual Multifamily
Conference, “Not-for-Profit Accounting and Auditing Update,” December
2011.
Speaker, Association Forum, “Best Practices for Governing Your
Association,” June 2009.
Visit our library for more articles and
presentations by Thomas Brean.
Community involvement
Chicago Architecture Foundation,
Board of Trustees; Finance Committee
Providence-St. Mel School, Board of
Directors; Finance Committee (2005-2010)
Education
BBA, University of Wisconsin
Zach Fortsch joined McGladrey in 1993 as a manager in tax services. As a
partner, Zack oversees the tax-exempt practice of the Great Lakes Region of
McGladrey and is a lead specialist with regards to tax-exempt issues for the
firm.
His many projects and achievements include:
- Health Care Tax exempt Leader for McGladrey
- Presenter of annual tax update for The First Illinois
Chapter of Healthcare Financial Management
- Associations Accounting and Reimbursement Committee
- Co-Chaired Illinois CPA Society Non-Profit Tax
Committee, frequent presenter for the Illinois
- CPA Society on tax exempt issues and panelist for
"Ask The Expert" at the annual Illinois CPA Society Non-Profit Conference
- Assisting clients with reviews of their
organizational activities to ensure exempt status is not jeopardized
- Provide assistance with structuring compensation agreements to comply with
the intermediate sanction rules
He has been in the accounting field since 1983. Prior to joining McGladrey,
he spent ten years working at various accouting firms in the Chicago area.
Professional Affiliations and Credentials
Zack is
a Certified Public Accountant and is a member of the American Institute of
Certified Public Accountants (AICPA), Illinois CPA Society and Healthcare
Financial Management Association (HFMA).
Community Involvement
Zack serves on the Board of
Directors, Executive Committee, Audit and Finance Committee and acts as Second
Vice Chairman for the Illinois Division of The American Cancer Society.
Education
Zack earned a Bachelor of Science degree
in accounting from Illinois State University - Normal, Illinois in 1983 and a
Master of Science in Taxation from DePaul University - Chicago, Illinois in
1989.
Craig L. Greene, CPA, CFE, MCJ, is a leading fraud examiner and white
collar criminologist. He is partner in charge of Financial Investigation
Services for McGovern & Greene LLP, a forensic accounting and litigation
services consulting firm based in Chicago, Illinois. Mr. Greene received his
undergraduate degree in accounting from Aurora University and his master's
degree in criminal justice from Boston University. Craig works as a consultant
and expert witness for law firms, corporations, and governmental and law
enforcement agencies on cases involving allegations of fraud and
misrepresentation. Many of his engagements have involved high profile fraud
investigations both locally and nationally. Other engagements include corporate
internal investigations focusing on corruption payment schemes to senior
corporate executives. Prior to founding McGovern & Greene LLP, Mr. Greene
was a partner in a mid-size accounting practice, Principal of his own firm and a
senior auditor at a Big Four accounting firm, where he supervised and performed
audits primarily of large publicly held corporations. Active in professional
organizations, Mr. Greene is a past U.S. Central Regional Governor of the
Association of Certified Fraud Examiners (ACFE) and past president and past
Chapter Training Officer of the Greater Chicago Chapter of the ACFE. He was a
founding committee member of the Illinois CPA Society's Litigation Services
Committee, and a former Peer Review Team Captain of CPA Firms for the American
Institute of Certified Public Accountants. He is a member of the National Indian
Gaming Association; Institute of Internal Auditors ("IIA"); American Society for
Industrial Security; New Mexico Society of CPA's; and the American Society of
Criminology. He is also a member of the IIA's Gaming Special Interest Group. Mr.
Greene is a frequent contributor to the ACFE's Fraud Magazine. His article on
inventory fraud entitled "When Employees Count Too Much" won the ACFE's annual
Hubbard Award in 2003 for best article of the year as voted by the membership.
He is often quoted in the press on matters involving corporate
fraud.
Kelly Haab-Tallitsch
Attorney
Attorney in the firm’s Labor & Employment Practice Group focusing on
employee benefit and executive compensation plan design, administration, and
compliance. Assists clients in the areas of health and welfare plans, qualified
and non-qualified retirement, deferred compensation, and executive compensation,
in addition to traditional labor and employment matters. Advises clients on IRS
and DOL benefit plan audits, employee benefit issues arising out of mergers and
acquisitions and group health plan issues related to COBRA and HIPAA. Counsels
clients on health care reform and Affordable Care Act (ACA) compliance.
Additional experience includes leading the compensation and benefits
functions for multiple Chicago area corporations and several years advising
clients on executive compensation and equity plans with a premier human
resources consulting firm. Background of consulting and corporate experience
provides the unique benefit of experiencing benefits and employment issues from
managements’ perspective.
Catherine Baumann is an audit partner and KPMG’s Chicago Metro
Public Sector Industry Leader. She
operates out of KPMG’s Chicago office. Ms. Baumann has nearly 20 years of
experience serving higher educational institutions, not-for-profit
organizations, and governmental entities. She serves as a national instructor
for KPMG's Higher Education, Research, and Other Not-for-Profit Organization
(HERON) practice. She has developed both national and local training sessions
for KPMG professionals at all levels on audit issues and on matters affecting
not-for-profit organizations. Ms. Baumann is a member of the American Institute
of Certified Public Accountants and the Illinois CPA Society. She also
previously served on the Not-for-Profit Committee of the Illinois CPA Society
and chaired the Committee's Accounting and Auditing Subcommittee. Ms. Baumann
graduated from DePaul University with a Bachelor of Science degree in
Commerce.
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