Lutz Announces 2021 Shareholder and Director Promotions

Lutz Announces 2021 Shareholder and Director Promotions

 

LUTZ BUSINESS INSIGHTS

 

Lutz announces 2021 shareholder and director promotions

Lutz, a Nebraska-based business solutions firm, recently announced its shareholder and director promotions for 2021.

SHAREHOLDER

Chris Bouchard

Chris Bouchard has been promoted to Talent Shareholder in Lutz’s Omaha office. He has been a prominent presence in the Omaha talent search market for the past 20 years and leads Lutz’s talent division. Bouchard focuses on direct-hire and temporary staffing and strategic assessment and selection of potential candidates with an emphasis on human resources, accounting, finance, and office administrative positions.

Ben Burton

Ben Burton, CPA, has been promoted to Tax Shareholder. Over the years, Ben has been a cultural leader at Lutz, active in developing our tax staff. His primary focus is providing income and state and local tax services to corporations, partnerships, and individuals. In addition, he specializes in trust and estate consulting and compliance. Burton works in Lutz’s Omaha office.

Ben Burton

Joe Donovan, CPA, has been promoted to Tax Shareholder in Lutz’s Omaha office. Joe is known for his ability to provide top-notch client service along with efficient project management and staff development. He primarily focuses his time on tax compliance, research, and consulting assistance to privately held companies in various industries, including real estate development and construction.

Jenna Grenier

Jenna Grenier, CPA, has been promoted to Tax Shareholder. She is a member of the Central Executive Committee and a key contributor to the tax operations of Central Nebraska. She focuses on providing tax and consulting services to privately held companies and their owners. Grenier works in Lutz’s Grand Island office.

Aaron Hoffman

Aaron Hoffman, CPA, has been promoted to Tax Shareholder in Lutz’s Omaha office. He is a go-to member for QuickBooks and small business accounting in addition to his strengths in serving clients and solving problems. He provides tax planning, research, compliance, and consulting services to privately held companies focusing on the real estate and construction industries.

Aaron Hoffman

John Kampfe, CPA, has been promoted to Tax Shareholder. He serves many of Lutz’s largest and most complex clients and is known for his technical expertise. His primary responsibilities include providing tax planning, research, and consulting services to privately held businesses and individuals. Kampfe works in Lutz’s Omaha office.

Julianne Kipple

Julianne Kipple, CPA, has been promoted to Healthcare Shareholder in Lutz’s Omaha office. She provides an elevated level of technical expertise to the healthcare clients she serves. Her expertise is in accounting and consulting services for healthcare facilities, including outsourced CFO services, Medicare and Medicaid reimbursement, and Medicaid Disproportionate Share Surveys (DSH).

DIRECTOR

Adam Austin

Adam Austin, CPA, has been promoted to Tax Director. He brings several years of experience to the Omaha/Lincoln tax practice. His commitment to mentoring and developing staff has proven to be invaluable. He is responsible for providing tax consulting and compliance services to individuals, partnerships, and corporations focusing on the healthcare, manufacturing, and agriculture industries. Austin works in Lutz’s Omaha office.

Clarke Beller

Clarke Beller, CPA, has been promoted to Audit Director in Lutz’s Omaha office. He has been integral in the construction practice from both a niche management and production standpoint. Clarke exemplifies the say-it-straight mentality, which both clients and team member’s respect. He specializes in providing auditing and consulting services to privately held companies and employee benefit plans with a focus on the construction industry.

Katie Byrd

Katie Byrd, CPA, has been promoted to Audit Director. She is heavily involved in several of the firm’s complex clients and does a tremendous job solving their problems. She provides assurance services to businesses focusing on the retail, service, manufacturing, nonprofit, and franchise industries. In addition, Katie assists with transaction advisory services and employee benefit plans. Byrd works in Lutz’s Omaha office.

Kirk Delperdang

Kirk Delperdang has been promoted to Healthcare Director in Lutz’s Omaha office. Kirk brings many years of experience, excellent client relationships and advanced technical knowledge to the healthcare department. He provides healthcare enrollment services to clients with a focus on Medicare providers and reimbursement analyses. In addition, he is responsible for leading Lutz’s cost report service line.

Nick Hall

Nick Hall, CFP, has been promoted to Director in Lutz Financial. He has a deep technical background in financial planning. He specializes in creating thorough, adaptive financial plans and investment management strategies for high-net-worth families. Hall works in Lutz’s Omaha office.

Sarah James

Sarah James, CPA, has been promoted to Tax Director in Lutz’s Hastings office. She is highly technical and has proven that she can take the lead and build solid relationships through her service and delivery. She is responsible for providing income tax planning, consulting and compliance for individuals and closely-held businesses.

Josh Jenkins

Josh Jenkins, CFA, has been promoted to Chief Investment Officer. He specializes in assisting clients with portfolio construction, asset allocation, and investment risk management. He is also responsible for portfolio trading, research and thought leadership as well as analytics and operational efficiency for the Firm’s Financial division. Jenkins works in Lutz’s Omaha office.

Jake Klabenes

Jake Klabenes, CPA, has been promoted to Audit Director in Lutz’s Hastings office. He specializes in audits of governmental agencies, specifically housing authorities, with additional experience in not-for-profit entities and low-income housing tax credit projects. In addition, he has been a pivotal contributor to the Central Nebraska assurance department through managing scheduling and implementing processes. 

Matt Longenecker

Matt Longenecker has been promoted to Tech Director. Throughout his six-year career at Lutz, Matt has built a reputation for solving problems no one else can. He is responsible for meeting with outsourced IT clients to develop a plan to resolve their technical issues. This includes designing a solution plan, presenting a proposal, and managing the technical support staff to implement the project. Longenecker works in Lutz’s Omaha office.

Alex Lutz

Alex Lutz has been promoted to Tech Director in Lutz’s Omaha office. He is responsible for technology and data analytics consulting, service and technical escalations, as well as building processes and procedures to improve the quality of service on the MSP helpdesk. During his 9 years at Lutz, Alex has emerged as a leader with a rare combination of technical, operational, and cultural skills. 

Steve Nebbia

Steven Nebbia, CPA, has been promoted to Consulting Director in Lutz’s Omaha office. He is responsible for providing business and analytics consulting as well as tax consulting and compliance. Steven plays a vital role in overseeing tax operations and department changes. He uncovers critical data for decision-making, including implementing automation for tax processes using Robotic Process Automation (RPA).

Jonathan Patent

Jonathan Patent, CPA, has been promoted to Tax Director in Lutz’s Lincoln office. He provides tax compliance and consulting services to clients with a focus on the construction and real-estate industries. In addition, Jonathan provides tax research and multi-state tax compliance services. Patent also plays a vital role in recruiting and staff development initiatives within the firm. 

Dan Sweeney

Dan Sweeney has been promoted to Tax Director in Lutz’s Hastings office. He is often called on as a resource when highly technical issues arise, creating challenges and opportunities for our clients. He focuses on several areas, including tax preparation and planning for individuals, businesses, and estates and trusts. His experience also includes international tax and tax research.

Ryan Wade

Ryan Wade has been promoted to Tech Director. His primary responsibility is to manage the software solutions practice, including team administration, client relationship management and consulting on CRM and ERP strategy and solutions. Ryan is also the lead on Lutz’s online client portal, Threadworks. He oversees the design, development and implementation of the software internally and externally. Wade works in Lutz’s Omaha office and is active in the Omaha community. He is currently the Chair of the Nebraska Tech Collaborative.

Chris Wagner

Chris Wagner has been promoted to Director of Retirement Plan Services in Lutz Financial. He specializes in providing company and corporate retirement plan consulting and investment advisory services. Under his direction, Lutz Financial’s retirement plan division has grown to provide consulting and investment advisory services to more than 100 companies. Wagner works in Lutz’s Omaha office.

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Lutz Announces 2021 Manager, Senior, Associate and Tech Division Promotions

Lutz Announces 2021 Manager, Senior, Associate and Tech Division Promotions

 

LUTZ BUSINESS INSIGHTS

 

Lutz announces 2021 manager, senior, associate and tech division promotions

Lutz, a Nebraska-based business solutions firm, recently announced its manager, senior, associate, and tech division promotions for 2021.

MANAGER

Michael Greteman, CPA, ABV, has been promoted to M&A Manager. His primary responsibilities include assisting with merger and acquisition projects and providing valuation services for estate and gift taxes, litigation support, marital dissolution matters, complex equity structures, and financial/tax reporting. He focuses on analyzing and interpreting company historical and projected financial data and financial modeling. Greteman works in Lutz’s Omaha office.

Lauren Harris, CPA, has been promoted to CAS Manager in Lutz’s Omaha office. She specializes in small business consulting including payroll tax reporting and compliance, software installation, training and support, and outsourced accounting assistance.  In addition, she works with clients to improve their internal processes and procedures.

Tyler Hohenstein, CPA, has been promoted to Tax Manager. He is responsible for providing tax consulting and compliance services for clients in a variety of industries with a focus on individual and business income tax. Hohenstein works in Lutz’s Grand Island office.

Brad Newton, CPA, has been promoted to Operations Manager in the tax department in Lutz’s Omaha office. He is responsible for assisting the tax department head in applying process improvements, implementing new software, gathering and analyzing firm data, as well as training and overseeing tax interns.

Mark Otte, CPA, ABV, has been promoted to M&A Manager. His primary responsibilities include assisting with merger and acquisition projects and providing valuation services for estate and gift taxes, litigation support, marital dissolution matters, purchase price allocations and financial/tax reporting. He focuses on analyzing and interpreting company historical and projected financial data and financial modeling. Otte works in Lutz’s Omaha office.

Robby Renshaw has been promoted to HR Manager in Lutz’s Omaha office. She is responsible for leading the campus recruiting and experienced hiring efforts for our Omaha and Lincoln offices. In addition, she focuses on the Firm’s employee relations and retention initiatives. Robby also assists with performance management and onboarding.

Dani Sherrets, CVA, has been promoted to M&A Manager. She specializes in merger and acquisition advisory services and business valuations. Dani focuses on analyzing and interpreting financial statements, building financial models, performing valuation analyses, developing marketing and transaction materials and conducting due diligence. Sherrets works in Lutz’s Omaha office.

Zach Weis, CPA, has been promoted to Tax Manager. He is responsible for providing tax consulting and compliance services to businesses and individuals with a focus on the real estate and construction industries. Weis works in Lutz’s Omaha office.

SENIOR

Ty Bardsley has been promoted to Senior Accountant in the tax department in Lutz’s Lincoln office. He is responsible for the preparation of individual and business income tax returns for clients with a focus on the real estate and construction industries.

McKenzie Bruce has been promoted to Senior Accountant in the tax department. She provides tax planning and compliance services for clients with a focus on preparing individual and business income tax returns. Bruce works in Lutz’s Omaha office.

Will Frei has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing credibility to clients through financial reporting. In addition, he works to maintain a high level of objectivity and confidentiality in all areas for clients in a variety of industries.

Kaylee Hartman, CPA, has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She provides tax consulting and compliance services for clients with a focus on individual and business income tax.

Kelli Hesselgesser has been promoted to Senior Accountant. She specializes in preparing income tax returns for individuals and businesses. In addition, she provides outsourced accounting services and collaborates with clients to prepare accurate financial data. Hesselgesser works in Lutz’s Grand Island office.

Taylor Hoyt has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She specializes in providing tax consulting and compliance services to clients in a variety of industries with a focus on individual and business income tax returns.

Nikki Hullinger, CPA, has been promoted to Senior Accountant in the audit department. She is responsible for performing audits, reviews, and compilations for clients with a focus on the housing and manufacturing industries. Hullinger works in Lutz’s Omaha office.

Leslie Masek has been promoted to Senior Accountant in the tax department in Lutz’s Lincoln office. She provides tax consulting and compliance services for clients with a focus on individual and business income tax.

Justin Oehm, CPA, has been promoted to Senior Accountant in the tax department. He is responsible for preparing individual and business federal income tax returns with a focus on the construction and real estate industries. Oehm works in Lutz’s Omaha office.

Elizabeth Prinz, CPA, has been promoted to Senior Accountant in the tax department in Lutz’s Omaha office. She is responsible for the preparation of individual and business income tax returns for clients with a focus on the nonprofit industry. In addition, she assists with busy season intern training.

Austin Sabaliauskas, CPA, has been promoted to Senior Accountant in the tax department. He specializes in providing tax consulting and compliance services for individuals and businesses with a focus on the real estate industry. Sabaliauskas works in Lutz’s Omaha office.

Matt Siedhoff, CPA, has been promoted to Senior Accountant in the client accounting services department in Lutz’s Omaha office. He specializes in providing outsourced accounting services. In addition, Matt focuses on QuickBooks support, tax and payroll compliance, and accounting assistance including compilations.

Brooke Sorensen has been promoted to Digital Marketing Specialist. She is responsible for executing Lutz’s digital marketing initiatives, including writing and editing content, planning social media posts, coordinating external email communications, and managing the Firm’s SEO strategies and implementation. Sorensen works in Lutz’s Omaha office.

Mike Tichenor, CPA, has been promoted to Senior Accountant in the audit department in Lutz’s Omaha office. He is responsible for providing credibility, objectivity, and confidentiality to clients through efficient and effective financial reporting. Tichenor focuses on the construction and agriculture industries.

ASSOCIATE & TECH

Holly Anderson has been promoted to Marketing Coordinator. She assists with the coordination and implementation of Lutz’s strategic sales and marketing plans for all divisions and locations. Holly focuses on advertising, branding and proposal execution. Anderson works in Lutz’s Omaha office.

Matt Hendrock has been promoted to Project Engineer in Lutz’s Omaha office. He is responsible for deploying new technology solutions to enhance or replace outdated technology infrastructures. In addition, he provides server maintenance and hardware replacements for Lutz Tech clients.

Dan Mendoza has been promoted to Senior Project Engineer. He is responsible for implementing new technology and hardware solutions for Lutz Tech clients. In addition, he assists the service desk with network troubleshooting. Mendoza works in Lutz’s Omaha office.

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How Power BI Helps Your Business Harness Key Insights

How Power BI Helps Your Business Harness Key Insights

 

LUTZ BUSINESS INSIGHTS

 

how power bi helps your business harness key insights

how power bi helps your business harness key insights

STEVE NEBBIA, tax manager

 

There is no doubt that the business world is growing increasingly competitive every day. Data is a critical component for organizations to maintain a competitive edge; however, they must be able to turn that data into meaningful, actionable insights.

Power BI, one of the most well-known products in the data visualization space, is the best remedy to this common dilemma for business leaders. A great tool for organizations of all kinds, Power BI synthesizes data from various sources. It allows users to build interactive, comprehensive dashboards, reports, and other products that help leaders visualize key data and drive positive business results. Moreover, as a part of the Microsoft portfolio, it is easy to integrate with many existing business tools and provides a user-friendly experience.

For business leaders focused on performance, Power BI is the clear industry leader. However, you may be asking yourself, “what it is that makes this tool so powerful?” Today, we will share an overview of the attributes that this product will bring your business and why it is a critical enabler to your data-driven business goals.

 

1. Transformation of Data into Useful Insights

While data is immensely valuable when used appropriately, many organizations, unfortunately, do not know where to start. Data collection is merely the first step, while visualization is the basis of leveraging data towards key results. Once organizations can clearly and concisely navigate their data via dashboards and reports, the value is revealed.

Power BI has led in this field for years and maintains a formative lead over competitors like Tableau. In fact, it was just recently named the clear industry leader by Gartner for the 14th consecutive year. If the software does not speak for itself, the ratings certainly do.

 

2. Comprehensive Connection of Previously Disparate Data Sources

To identify meaningful insights, it is crucial to synthesize necessary data from different locations. For years, many organizations struggled with the fusion of siloed data due to a lack of integration from the wide variety of existing data sources. However, Power BI has solved this problem, allowing for connection to other facets of the Microsoft stack as well as external sources.

This allows organizations to build more holistic views of their data, enabling them to unleash more compelling insights. Furthermore, with the capability to connect to a multitude of sources from Google Analytics to MySQL to Salesforce, businesses will be hard-pressed to find data sources outside of Power BI’s reach.

 

3. Delivery of Real-Time Information

Many data visualization tools do not operate in real-time. However, Power BI provides a solution with its real-time streaming service. This service pushes live updates to any visual within the program from factory sensors, social media sources, service usage metrics, and many other time-sensitive data collectors or transmitters. With this capability, business leaders have access to the most current data, enabling them to harness critical insights to make quick strategic decisions.

 

4. Measures Progress Towards Organizational Goals

Another facet of Power BI’s appeal is its ability to measure progress towards organizational goals or KPIs. Power BI Goals allows teams to build scorecards, collaborate, delegate tasks, and track progress, among other things. This is a great for productivity and gives organizations a clear opportunity to identify areas for improvement.

 

5. Enables Mobile Delivery of Data Insights

Lastly, one of Power BI’s outstanding features is its ability to deliver insights via desktop or mobile. Power BI Mobile is an application that will allow you to access necessary data on your mobile device, helping leaders make well-informed decisions from anywhere at any time. With an increasingly fast-paced and mobile-facing world, this is a crucial capability for business leaders on the go.

 

Conclusion

While we touched on the primary advantages of Power BI, the software has a great deal more to offer. This robust tool puts the power in the hands of the business to disassemble pre-existing data silos, create a holistic picture of key business metrics, and do so in a real-time environment. If you’re interested in learning more about how data visualization or Power BI can benefit your business, contact us or visit our website for more information. You can also read more on related topics here.

ABOUT THE AUTHOR

402.778.7949

snebbia@lutz.us

LINKEDIN

STEVE NEBBIA + CONSULTING DIRECTOR

Steve Nebbia is a Consulting Director at Lutz with over eight years of related experience. He is responsible for providing business and analytics consulting as well as tax consulting and compliance.

AREAS OF FOCUS
  • Business Analytics Consulting
  • Tax Consulting & Compliance
  • Individual & Business Income Tax
  • Trust & Estate Planning
AFFILIATIONS AND CREDENTIALS
  • American Institute of Certified Public Accountants, Member
  • Nebraska Society of Certified Public Accountants, Member
  • Certified Public Accountant
EDUCATIONAL BACKGROUND
  • Master's in Science of Accountancy, University of Notre Dame, Notre Dame, IN
  • BSBA in Finance and Accounting, University of Nebraska, Lincoln, NE
COMMUNITY SERVICE
  • Jesuit Academy, Finance Committee Member
  • Omaha Parks Foundation, Board Member

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Lutz adds Joshua Ahart and Marissa Lee to Omaha Office

Lutz adds Joshua Ahart and Marissa Lee to Omaha Office

 

LUTZ BUSINESS INSIGHTS

 

Joshua Ahart
Marissa Lee

Lutz adds joshua ahart and marissa lee to omaha office

Lutz, a Nebraska-based business solutions firm, welcomes Joshua Ahart and Marissa Lee to its Omaha office.

Ahart joins Lutz Tech as a Project Technician. He is responsible for supporting and coordinating the activities of client’s contractors/vendors to ensure the successful completion of each project. In addition, he will work with customers to troubleshoot and resolve technical issues and develop solutions to improve product performance and functionality. Josh received his Associate’s degree in computer science from Iowa Western Community College.

Marissa joins Lutz as a Senior Accountant in the tax and client accounting services department. She specializes in providing outsourced accounting services to clients with a focus on QuickBooks, tax and payroll compliance, and small business consulting. Graduating from the University of California-Davis, Lee received her Bachelor’s degree in economics and statistics.

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8.4.21 | Office 365 Spotlight: OneNote | Webinar

8.4.21 | Office 365 Spotlight: OneNote | Webinar

 

LUTZ BUSINESS INSIGHTS

 

Office 365 Spotlight

Office 365 Spotlight: OneNote

8.4.21 | 12:00PM – 12:30PM | Webinar

OneNote is the premium note-taking application offered by Microsoft for users looking to create different types of content. What makes it unique? OneNote allows users to pin inspirational videos, images, articles, and leave notes within a single platform to enable creative collaboration in real-time. In this presentation, Jack Moylan and Jessica Murray of Lutz Tech will cover the features and benefits of OneNote and how your business can best leverage its innovative multi-media sharing functionalities.

Key Takeaways:

  • Microsoft OneNote Overview
  • Benefits of Using OneNote Individually and as a Team
  • How to Get Started with OneNote

Who Should Attend: Office 365 Users

Seminar Level: Beginner

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Lutz adds Zach Koester and Lauren Meyers

Lutz adds Zach Koester and Lauren Meyers

 

LUTZ BUSINESS INSIGHTS

 

Zach Koester
Lauren Meyers

Lutz adds zach koester and lauren meyers

Lutz, a Nebraska-based business solutions firm, welcomes Zach Koester and Lauren Meyers to its Omaha office.

Koester joins Lutz M&A as a Financial Analyst. He specializes in merger and acquisition advisory services and business valuation. Koester received his Bachelor’s degree in banking and financial markets, business finance, and investment SCI & portfolio management from the University of Nebraska-Omaha.

Lauren joins the Firm as a Data Analyst. Her primary responsibilities include exploring, organizing, analyzing, and interpreting data to support customer needs. In addition, she will consult with Data Analytics clients to help them better leverage their data and gain actionable insights through reporting and analytics. Graduating from Rockhurst University, Meyers received her Master’s degree in business administration and business intelligence and analytics.

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