With more than 25 years of experience in process and controls, information technology and internal audit, Jeff is principal and practice leader of Baker Tilly’s cybersecurity practice. His expertise includes cybersecurity, IT controls, System and Organization Controls (SOC) examinations internal auditing, business process controls and specialized compliance assessments and attestations. Examples of these engagements include: cybersecurity, SOC examinations, Sarbanes-Oxley compliance, internal audit, pre- and post-implementation assessments, privacy, and HIPAA risk assessments and specialized compliance attestations for clients. His client base includes a variety of industries – energy and utilities, healthcare, insurance, technology and service providers, government contractors and financial institutions. Jeff has provided services to clients ranging from small family-owned enterprises to Fortune 500 multinational organizations.
- Partner-in-charge of SOC examinations across a variety of industries including insurance, technology service providers, tax authorities, and many others
- Partner-in-charge of IT co-sourced and outsourced internal audits for clients ranging in size from small start-ups to Fortune 500 organizations
- Partner-in-charge of HIPAA risk assessment services for clients ranging in size from small start-ups to Fortune 500 organizations
- Implements and leads SOX 404 testing for clients ranging in size from small start-ups to Fortune 500 organizations
- Overseas training for the cybersecurity team
- Licensed CPA in Pennsylvania
- Certified Information Systems Auditor
- American Institute of Certified Public Accountants (AICPA), Information Technology and Management Assurance (IMTA) Executive Committee member
- AICPA COVID-19 Technology Task Force member
- AICPA third party certification working group member
- Former chair of the AICPA IMTA SOC Task Force
- Pennsylvania Institute of Certified Public Accountants (PICPA)
- Information Systems Audit and Control Association (ISACA)
- Former member of the board of trustees of Devon Preparatory School
- Former member of the board of trustees of the Children’s Scholarship Fund of Baltimore
- Former volunteer for the finance committee of the Maryland Food Bank
- A nationally recognized speaker on a variety of cybersecurity, corporate governance and risk management topics
- “10 Questions Audit Committees Should Ask,” published in The CPA Journal, co-author
Location
Philadelphia, PA
Education
Bachelor of Science in accounting and management information system
Georgetown University (Washington, D.C.)
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