Higher Education
Cecilia Angat
CPA
Principal
Elizabeth Bergman
Principal
Andrea L. Caladie
CPA
Principal
David Capitano
CPA
Principal
John W. Compton Jr.
CPA, CGFM
Principal
Mike Cullen
CISA, CISSP, CIPP/US
Principal
Ashley Deihr
CPA, CIA, CFE
Principal
Nicki Donlon
CPA
Principal
Paul Frantz
CPA
Principal
Jeffrey Haynes
Director
Matthew Kalil
CPA, MBA
Principal
Jeff Krull
CPA, CISA, CITP
Principal
Ellen Labita
CPA
Principal
Adrienne Larmett
CRA, MBA
Principal
Ryan J. Lay
CPA
Principal
Kimberly Macedo
CIA, PMP
Director
Susan Maloney
CPA
Director
Rebekah Martin
CPA
Principal
Bradley J. Mease
CPA
Principal
Larry Mohr
CPA, M.B.T.
Principal
Corey Parker
CIA
Principal
Christine M. Smith
Managing Director
Thomas W. Walenchok
CPA
Principal
Cassandra Walsh
CPA
Principal
Michael J. Windham
PMP
Director
Acclaimed Higher Education Leader Dr. Daniel Greenstein Joins Baker Tilly’s Higher Education Advisory Practice
A respected national leader with a distinguished career in higher education, Greenstein brings his vision and expertise to Baker Tilly at a pivotal moment in U.S. higher education, reinforcing the firm’s ability to help institutions meet today’s complex challenges.
Trailblazers in higher education transformation & innovation
Higher education leaders turn to Baker Tilly to help balance competing priorities, effectively align limited resources and advance student and institutional success. Our client experience spans from effective risk management and innovative strategies to compliant fiscal reporting and operational controls.
Colleges and universities are under increasing pressure to improve student engagement and outcomes while meeting demands for greater transparency and affordability. More than ever, stakeholders are exploring challenging questions on topics including digital transformation, sustainability, academic and admissions integrity, enrollment management, cybersecurity and student wellness.
This ever-changing environment presents unique opportunities for (and expectations that) institutions transform in new and bold ways, such as adopting advanced data analytics and strategic talent management. To be successful, institutions must harness the force of an integrated, courageous navigator who can collaborate with leaders across all functions and levels to drive holistic solutions from an institution-wide perspective.
Let's go there, now, for tomorrow.
We have a responsibility to our schools and the public to make well-informed educated decisions. It is important that our advisors are meticulous in what they do, proactive in the way they do it and possess a high level of knowledge in the higher education industry. Baker Tilly is one such firm.Audit Committee Chair, large state system
Guiding colleges & universities
As a forward-looking, collaborative and consultative ally, our unique insights derive from a specialized focus on higher education clients and issues. Dedicated Value Architects™ give you access to the industry’s most strategic thinking to bring transformative guidance and impactful solutions required to nimbly manage matters related to:
Fiscal resiliency and institutional sustainability
- Affordability
- Combination and merger consulting
- Change readiness/change management
- Digital transformation
- Enrollment and retention
- Fiscal modeling and analysis
- Human capital management
- Inflation Reduction Act tax credit solutions
- IT and data strategy and governance
- Market evaluation
- Performance optimization
- Shared services consulting
- Strategic planning
- Strategic resource and program alignment
- Student wellness and success
Digital transformation
Risk advisory and internal audit
- Board and audit committee governance
- Cybersecurity and privacy
- Cybersecurity Maturity Model Certification (CMMC)
- Enterprise risk management
- Fraud, ethics and academic integrity
- Internal audit
- Internal controls reviews
- Risk assessments
Accounting and assurance
- Financial statement audit
- Regulatory compliance
- Research and grants compliance
- Single audits & federal awards compliance audits
- Tax preparation and compliance
Collegiate athletics and esports
- Athletic department and program analysis
- Esports department and program assessments and governance
- Name, image and likeness (NIL) compliance and regulatory oversight
- NCAA agreed-upon procedures
- NCAA compliance (and other regulatory compliance)
- Policies and procedures
- Recruiting strategies
- Scholarship management
Recognizing that all higher education and research institutions must balance numerous priorities with finite resources, we design tailored, solutions-driven strategies and approach every situation with practicality so you can progress your institutional mission.
How digitally mature is your institution?
Understanding your institution's level of digital competency is vital for undertaking successful digital transformation initiatives. Take our survey to help you enhance your digital strategy, culture and organization, technology, data and processes.
Cybersecurity insights
Elevate your cybersecurity program: Integrating program management and governance
Building strong cybersecurity safeguards requires governance, design, validation and monitoring to improve resilience and effectiveness.
Ransomware prevention guide
Our ransomware prevention guide explores eight leading cybersecurity practices to minimize an organization’s chance of a ransomware attack.
NIST publishes major revision to Cybersecurity Framework (CSF): What organizations need to know
NIST released a new version, NIST CSF 2.0, to address the evolving cybersecurity landscape and cybersecurity risks faced by organizations.
How to audit cyber incident response
Explore how college and university auditors can implement an effective cybersecurity incident response.
Enhancing cybersecurity through identity and access management
Enhancing cybersecurity through IAM is crucial. Organizations should verify identities, prevent breaches, protect data, and assess and improve practices.
Vendor-risk management: Evolving a healthy vendor ecosystem
This article discusses the right of organizations to be concerned about their vendor ecosystem from a risk perspective and the external factors that drive the decision-making process for leaders in risk, legal, operations, finance and information security.
Securing your organization: A practical approach to vulnerability management
This article discusses vulnerability management and the proactive process of identifying, prioritizing and mitigating security weaknesses in an organization’s environment to minimize risk.
The rise of proactive assurance, and why it’s here to stay
Through proactive assurance, internal audit can add immediate and tangible value to an organization.
How higher education and research institutions may benefit from using HITRUST to navigate research data security requirements
Regulated research institutions may utilize HITRUST to to satisfy contractual requirements, internal control environment requirements and due diligence with regulatory authorities and other external stakeholders.
HITRUST FAQ
Here are the answers to frequently asked questions regarding HITRUST, HITRUST assessment types, external assessors and HITRUST certification timelines.
Data mapping: building a strong foundation for cybersecurity and data privacy
Data mapping can help organizations comply with data privacy regulations, align with cybersecurity frameworks, and prepare for compliance efforts.
How to build an effective IT audit team during a time of skilled resourcing shortages
Explore strategies to staffing and building a high-performing IT audit team, including the advantages and benefits to co-sourcing and outsourcing.
Are you overlooking a key component to cybersecurity risk management?
This article discusses new cybersecurity risks that have developed due to IT challenges during the COVID-19 pandemic.
Top five cybersecurity and IT audit trends that most impact an organization’s ability to respond to today’s challenges
This article highlights the top five cybersecurity and IT audit trends that organizations are currently impacted by and the response mechanisms they can utilize to combat security threats.
Never trust, always verify. But how?
A zero trust security model must cover multiple levels of implementation across various layers of the organization’s security framework.
More Malware, Less Ransomware in Higher Ed
Higher education institutions saw an increase in malware attacks from cybercriminals – up 26% in 2022.
Key cybersecurity trends from industry-leading reports
This article discusses cybersecurity trends from 2023 and how organizations can protect themselves from cyber threats in 2024.
Growth by the numbers
270+
private institutions
140+
public institutions
18
state systems
125+
research institutions, including 55 institutions classified as highest research activity*
10 of the top 15
highest recipients of federal funding**
120+
religious institutions
50+
liberal arts institutions
Baker Tilly in the news
Accuracy Matters: How Colleges Can Avoid Misreporting With Reliable Data
In light of 10 universities recently being removed from the U.S. News & World Report due to inaccurate or misleading information, Baker Tilly Principal Adrienne Larmett shares in an article with University Business how colleges and universities can prevent misreporting and make sure their data is accurate.
Higher Education Must Change To Thrive: The Case Of Consolidation In The Pennsylvania State System
Baker Tilly Managing Director Christine Smith was recently featured in the article highlighting how the Higher Education team is helping the Pennsylvania State System of Higher Education reinvent itself to provide more affordable, career-relevant education for all students.
Christine Smith gives insight into the next steps of Pennsylvania’s State System of Higher Education integration.
Following the vote for Pennsylvania’s State System of Higher Education (PASSHE) to move forward with integrations, Baker Tilly Managing Director Christine Smith comments on the challenges ahead.
IRS Memo May Deter Athlete NIL Orgs From Going Nonprofit
According to a recent memo from the IRS many organizations offering paid opportunities for college athletes to use their name, image and likeness (NIL) may not qualify for tax exemptions. In an article with Law360 Partner Larry Mohr shares considerations for organizations that have exempt status or are considering seeking one.
Some College Athletes Cash In While Others Lose Out
As college athletes profit from new sponsorship deals in light of the NCAA’s interim name, image and likeness (NIL) policy, institutions are struggling to navigate state laws and regulations. Baker Tilly’s Adrienne Larmett discusses the complexities #NIL poses with Inside Higher Ed, and what institutions need to consider moving forward.
Treating Private College Athletes Like the Pros
In response to the National Labor Relations Board’s memo this week classifying some college athletes as employees, Baker Tilly Senior Manager Adrienne Larmett talks with Inside Higher Ed on how this new guidance adds complexity for colleges and universities as they work to comply with and operationalize name, image and likeness (NIL) rules.
Christine Smith gives insight into the Pennsylvania’s State System of Higher Education integration process.
As Pennsylvania’s State System of Higher Education (PASSHE) moves forward with integrations, Chancellor Dan Greenstein is trusting Baker Tilly Managing Director Christine Smith and Baker Tilly's team of higher education specialists to turn plans into action: leading the strategy for stakeholder mapping, accreditation approval and more.
Do the ‘U.S. News’ Rankings Rely on Dubious Data?
Major universities look to rankings to present and differentiate themselves amid pressure to boost enrollment, revenue and donations. Baker Tilly Senior Manager Adrienne Larmett spoke with The Chronicle of Higher Education on data reporting challenges for colleges and universities and the critical role of oversight.
Trustees and Presidents - Opportunities and Challenges In Intercollegiate Athletics
Baker Tilly Principal Dave Capitano and Senior Manager Adrienne Larmett are featured on Dr. Karen Weaver's “Trustees and Presidents - Opportunities and Challenges In Intercollegiate Athletics” podcast.
Christine Smith provides insight into the importance of fiscal resiliency for Higher Ed organizations
Baker Tilly Managing Director Christine Smith recently spoke with The Business Journals about how colleges and universities can chart an intentional path forward to ensure student success within the context of long-term fiscal resiliency and institutional sustainability.
Resource center
Internal audit resources for higher education
Navigate your institution's risk roadblocks with actionable insights.
Future-forward solutions
Academic Medical Centers
Advance your medical school's mission.
Assurance
Baker Tilly pairs deep industry knowledge with service specialization to deliver high quality accounting and assurance services.
Board & Audit Committee Governance
Enhance your governance practices to improve oversight.
Collegiate Athletics & Esports
You call the plays, we help you score.
Cybersecurity
Proactively protect and address your cybersecurity and information technology (IT) risks.
Development Advisory
Guiding clients through development projects from conception to completion.
Enterprise Risk Management
Tailored risk management solutions to connect risk and opportunity with performance
Fraud & Forensic Investigations
Identifying, quantifying, and mitigating the risks, costs, and effects of fraud, abuse, and corruption.
Grants Administration & Research Compliance
A strong research portfolio coupled with a robust grants administration and research compliance infrastructure help to attract top talent and build prestige for an institution.
Human Capital
Baker Tilly’s human capital consulting teams help organizations leverage the most updated approaches and latest technologies to reshape the employer/employee relationship, driving success and business returns.
Internal Audit
Leverage industry-specialized internal audit services for organizational success.
IT Audit Solutions
Leverage industry-specialized IT audit professionals to enhance and protect organizational value.
Performance Optimization
Baker Tilly’s performance optimization professionals help clients ensure that resources are aligned with strategic priorities and positioned for cost effectiveness.
Risk Advisory
Baker Tilly addresses the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Tax
Contributing to clients’ success by accelerating tax deductions, increasing tax credits, reducing cash taxes and mitigating risks
Unclaimed Property
We provide advocacy and operational solutions to managing and minimizing all areas of risk associated with unclaimed property compliance.
Resource center
Fiscal resiliency resources for higher education
Articles, podcasts and webinars to help you transform institutional sustainability and student success
Industry involvement
They have been very client focused, they know their respective technical areas and treat us as an important client. Both management and the audit committee recognize the enhanced technical and service quality we have received from Baker Tilly.Audit Committee Chair, large private institution
© 2024 Baker Tilly US, LLP