Tom is a principal and the national leader of the energy, industrial and consumer products portfolio. Joining our firm in 1991, Tom brings more than 32 years of experience in public accounting and consulting to your engagement. He serves as our portfolio leader of energy, industrial and consumer products. He provides leadership to the other 1,200 professionals who serve this market.
- Former experience serving on the firm’s board of directors
- Proven experience of industry leadership, strategy execution, business planning and helping lead Baker Tilly’s growth vision
- Section 45 and 48 tax credit expertise support project development activities for renewable energy and energy transition
- Environmental, social and governance (ESG) leadership team
- Provides execution leadership for sustainability initiatives for clients nationwide
- Involved with the electric energy markets including Midcontinent Independent System Operator, New York Independent System Operator, Electric Reliability Council of Texas and others
- National speaker, author and expert witness
- Prepares econometric forecasts of sales, revenues, expenses and other operational components necessary to predict the timing of rate adjustments, project financing and cash flow
- Completes financial evaluations to determine effect upon utility and city earnings, cash flow and levy needed when assessing options to construct, retire, replace or abandon utility infrastructure
- Develops activity-based models used to price utility services including marginal, embedded, incremental and fully loaded recovery of cost pricing strategies
- Facilitates focus group discussions regarding strategic and operational initiatives including new business ventures and process change or development
- Provides expert testimony before state regulatory agencies on electric, water and wastewater utility revenue requirements, cost of service and rate design issues
- American Institute of Certified Public Accountants (AICPA)
- American Public Power Association
- Wisconsin Institute of Certified Public Accountants
- Frequent speaker regionally and nationally on pricing of utility services, financial planning for utilities, creative and innovative financial reporting tools, rate unbundling, budgeting and various accounting topics
- Authors articles on topics related to the utility industry
- AICPA, Fundamentals of governmental accounting and reporting
- AICPA, Audit sampling
- Baker Tilly, Accounting for governmental assets and liabilities
- Baker Tilly, Detection and prevention of fraud in financial statements
- Baker Tilly, Internal control and fraud in governmental and not-for-profit entities
- Baker Tilly, Public sector accounting and auditing planning webinar
- Baker Tilly, Trends in governmental accounting
- Baker Tilly, IFRS and U.S. GAAP
Location
Madison, WI
Education
Bachelor of Business Administration majoring in both accounting and business finance
University of Wisconsin-Eau Claire
