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Protect what matters. Our Estate Planning Guide provides a thorough overview of the documents and strategies needed to secure your financial legacy.
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For organizations using Microsoft 365, Copilot is quickly becoming one of the most impactful tools for AI in the workplace.
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Understanding how ESOPs work and whether your organization is a good fit is critical to determining if this exit plan aligns with your goals.
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Katie Byrd, Audit Shareholder, began her career in 2013. After joining Lutz as an intern, she built extensive experience in audit and assurance before growing into a leadership role within the firm.
As the leader of Lutz's nonprofit niche, Katie works closely with charitable organizations to navigate the unique accounting, reporting, and operational challenges facing the nonprofit sector. She has played an important role in shaping the firm's nonprofit practice while strengthening relationships with organizations that make a meaningful impact in the communities they serve. In addition to overseeing the nonprofit practice, Katie serves on the audit policy committee and contributes to the development of audit professionals across the firm.
At Lutz, Katie is known for her ability to build genuine relationships and create an environment where people feel comfortable from the very first conversation. She brings a warm, approachable style to every interaction, listens with intention, and has a natural ability to put others at ease. Whether she's partnering with a client or mentoring a team member, Katie leads with authenticity and care, making even the most complex conversations feel collaborative and approachable.
Katie lives in Omaha, NE, with her husband, Tyler, twins Quinn and Tate, and their dog, Schmidley. Outside the office, she can be found cheering on the Huskers, traveling, reading, and staying active through sand volleyball and golf.