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Speakers Bureau

Our professionals are available for presentations on a variety of topics impacting the financial institution industry.

 

Assurance

Jeff Baker, Partner and Financial Institutions National Leader
Specializes in complex accounting matters, SEC and Sarbanes Oxley compliance and mergers and acquisitions.

Mike Lundberg, Partner
Specializes in complex accounting matters and is a member of the National Practice Standards Group

Tim Moritz, Partner
Specializes in serving financial institutions of various sizes and has a bank industry specialist designation. He has performed and managed numerous audits of financial institutions.

Tim Tiefenthaler, Partner
Specializes in audit and consulting services for financial institutions and complex accounting matters. 

Risk Advisory Services

Ty Beasley, Principal
Specializes in risk advisory and general bank consulting, compliance, anti-money laundering program development, commercial and commercial real estate asset quality reviews and review of loan administration procedures.

Patricio Perez, Partner and FI Southeast Leader
Specializes in risk management services, BSA/AML, Sarbanes-Oxley and FDICIA implementation and compliance, risk management models, risk-based audit methodologies, internal audit, international banking, and mergers and acquisitions.

Dan Shumovich, Principal and FI National Consulting Leader
Specializes in risk advisory, bank consulting, risk assessment, internal audit, loan review, mergers and acquisitions, and regulatory compliance.

Jolene Topinka, Principal
Specializes in regulatory compliance, BSA/AML, & compliance management system development

John Brackett, Partner
Specializes in corporate governance, ERM, and general internal audit

Ken Furst, Principal
Specializes in Internal Audit, FDICIA, SOX and Risk Assessments for Financial Institutions.

Sherrie Krowczyk-Mendoza, Principal
Specializes in internal audit and compliance, including FDICIA implementation, development and testing and development and reengineering of internal audit functions.

John Behringer, Partner
Specializes in credit risk management and loan review

Tax

Paul Cain, Partner
Specializes in financial institution taxation, including mergers and acquisitions and S corporation election analysis and planning.

Bob McCahill, National Tax Leader for Financial Institutions
Specializes in all facets of financial institution taxation matters along with significant expertise in leasing and mortgage banking.

Steve Johnson, Partner
Specializes in community banking, including consolidated tax return issues and accounting for current and deferred income taxes.

Ronald J. Kolodkin, Partner
Specializes in mergers and acquisitions and other complex financial institution taxation

Technology Advisory

Beth Johnson, Principal
Specializes in IT organizational design, CIO development, Governance, and technology strategy. 

Dean Lemons, Principal
Specializes in technology assessments, strategic IT planning engagements and IT General Control Reviews (audits).

Patrick Vance, Principal
Specializes in the project management, design, implementation and administration of local and wide area networks.

Security and Privacy

Loras Even, Principal
Specializes in network security assessments and mobile security.

Doug Underwood, Principal
Specializes in cybersecurity, risk assessments, and network security assessments.

Corbin DelCarlo, Director
Specializes in information/data security and privacy, mobile banking, mobile device/application security, and other technology risk matters.

Strategy and Operations

Christina Churchill, Principal
Specializes in mergers and acquisitions and performance and operational improvement planning and deployment, including IT strategy planning, capital budget justification, business process improvements education and team facilitation.

 

Contacts

For media inquiries please contact Terri Andrews at 980.233.4710 or terri.andrews@rsmus.com

 



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Financial Institution Insights
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Compliance News
Compliance news for the banking and investment industry. Gain insights about the latest compliance news and how it will affect your business.