Risk Advisory
Risk Advisory
Heather Acker
CPA
Managing Principal
Leo Alvarez
CFCM, M.A.
Principal
Mark J. Boettcher
CPA, CISA, CBCP
Principal
Derek Boyd
CPA
Principal
Anthony Casey
CIA
Principal
Jeff K. Clayton
Principal
Mike Cullen
CISA, CISSP, CIPP/US
Principal
Ashley Deihr
CPA, CIA, CFE
Principal
Emily Di Nardo
CPA, CITP, HITRUST CHQP
Principal
Matt Gilbert
CISA, CRISC, CMMC
Principal
Garrett Gosh
CPA, CITP
Principal
Daniel A. Hedden
CPA
Principal
Christopher E. Jeffrey
Principal
Jeff Krull
CPA, CISA, CITP
Principal
Adrienne Larmett
CRA, MBA
Principal
Noah Leiden
CPA
Principal
Madhu Maganti
CPA, CISA, M.S.
Principal
Joseph McCaffrey
CPA
Principal
Andrew McCauley
CPA, CISA
Principal
Brian Nichols
CISSP, CIPP/US
Principal
Benjamin Quigley
PMP
Principal
Anthony Ollmann
CPA, CCA
Principal
Gregory Reda
Principal
John Romano
CPA, CIA, CFE, CITP, CSM
Principal
Joe Shusko
CISA, PMP
Principal
Julia Smith
Principal
Russell Sommers
CPA, CISA
Principal
Christopher J. Tait
MBA, CISA, CCSK, CFSA
Principal
Mallory Thomas
CPA, MBA, CIA, CITP, CISA
Principal
Cassandra Walsh
CPA
Principal
Bosco Yuen
CPA, CISSP, CISA, CIA, CSX, CCSA, PMP
Principal
It’s about helping clients
Baker Tilly’s industry-specialized professionals understand the complexities of our clients. We recognize emerging issues and offer clients practical solutions with better outcomes aligned to their strategic objectives.
We help:
- better manage risk and compliance
- enhance governance and strategy
- optimize operations
- gain assurance around key functions and processes
Turn risk into competitive advantage
Today organizations manage ever-expanding priorities in a disruptive risk environment. It’s why organizations seek a trusted advisor that can address the full spectrum of risk, governance and compliance considerations in the context of industry, operations and culture.
Baker Tilly collaborates with leaders across functions – and at all levels – to facilitate grounded solutions from an enterprise-wide perspective. Using an integrated approach, we support our clients’ focus on the strategic landscape of the organization and its future.
Our solutions
Our strategic alliances
AuditBoard
Together, Baker Tilly and AuditBoard provide clients with a solution that augments the transformation and optimization of their financial management, risk and compliance functions. The pairing combines deep advisory experience and insight with advanced audit technology to enhance GRC management. Read the press release.
In this episode of Agents of Change, Heather Acker, risk advisory managing partner, and Richard Chambers, senior internal audit advisor at AuditBoard, share their perspectives on internal audit and the future of the profession.
Workiva
Baker Tilly and Workiva create value-driven offerings to transform and optimize an organization’s governance, risk and compliance (GRC) functions and support their ESG journeys with enhanced reporting insights. Through our alliance, Baker Tilly and Workiva can help organizations streamline risk management processes and compliance reporting within a cloud-based platform. Read the press release.
ESG and sustainability
Going beyond responsibility to value and opportunity, we provide comprehensive and industry-focused environmental, social and governance (ESG) and sustainability advisory and assurance from development to execution.
Guiding insights
Flipping the script on internal audit
In the incredibly complex world of internal audit, how do you ensure you’re asking the right questions at the right time to ensure long-term success?
Implementing an effective ERM program
The key for organizations to successfully meet challenges and mitigate risks is by implementing an effective enterprise risk management (ERM) program.
Maintaining effective internal controls in a compliance-driven world
Baker Tilly’s risk advisory specialists Chad Schaefer and Monica Weggeman discuss how to maintain effective internal controls in WICPA’s The Bottom Line publication.
New California climate law pulls in private companies
Baker Tilly’s Risk Advisory Principal Mallory Thomas discusses with The Wall Street Journal about California’s landmark legislation requiring businesses, including those privately held, to begin reporting on emissions if they operate in California and have at least $1 billion in revenue.
Strategies to address the new SEC cyber disclosure rule (and how to do it!)
One strategy to address the new SEC cyber disclosure rule is to leverage AICPA’s cybersecurity risk management framework.
SOC FAQ
This article addresses frequently asked questions about system and organization controls (SOC) reporting.
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.
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.
Client stories
Baker Tilly performs extensive array of internal audit functions at research institution, and serves in the role of interim CAE during transition period
One of Baker Tilly’s professionals served in the role of interim (CAE) while the university during the recruiting and hiring process for a new full time position, while collaborating with senior leadership and internal audit stakeholders to transition the function to new leadership.
Real estate investment trust (REIT) strengthens its financial, operational and compliance related controls
A commercial REIT sought to review certain operational and financial policies, procedures and controls. Baker Tilly governance, risk and compliance professionals helped enhance the REIT's operations.
Data science and AI/ML solutions
Baker Tilly has a team of trusted business advisors who use data science and data analytics to help clients identify fraud risk and events that are indicators of misconduct. We partner with organizations, using modern cloud-based technology solutions, to design and implement compliance and fraud risk red flag testing to analyze a variety of data sources.
Our professionals
Our risk advisory team is here to serve as an extension of your organization. Count on our proactive, experienced guidance to manage risk, governance, compliance, cybersecurity, ESG and sustainability, and other strategic and operational issues.
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