Accounting Advisory Board

Dave Bauer is a partner and Chief Investment Officer with Lubar & Co, a Milwaukee based single family office, since 2005. He is involved in the private equity activities of the firm and is on the board or working closely with the portfolio of companies including American Pasteurization, Chem Design, Shared Imaging, Lake Express, Erdman, Drilltec, Rockland Industrial Products, Wrightwood Financial, Zero Zone as well as the firms real-estate investment holdings.  Prior to this, he was the Chief Financial Officer for Facilitator Capital Fund, a Wisconsin-based Small Business Investment Company.  He started his career with Arthur Andersen where he led the Wisconsin transaction advisory services practice. 

Mr. Bauer received a Master of Business Administration degree from Marquette University in 2005 and a Bachelor of Science degree in Accounting in 1991. He is a Certified Public Accountant and a member of the Wisconsin Institute of CPA's and the American Institute of CPA's. 

In addition, Mr. Bauer is actively involved with several local charitable organizations including the Milwaukee Art Museum and is an adjunct professor of corporate finance at Marquette University in their Executive MBA program.  He has two children and resides in Waukesha, WI with his wife, Heidi. 

Mary Bauerschmidt is the Vice President, Human Resources for Snap-on Incorporated, a leading global innovator, manufacturer and marketer of tools, diagnostics and equipment solutions for professional users. Snap-on is a $3.7 billion, S&P 500 Company, headquartered in Kenosha, Wisconsin.

Mary joined Snap-on in 1995 as a financial analyst and has held positions of increasing responsibility both in corporate and business operations.  She transitioned to Human Resources as the Vice President, Compensation & Retirement Plans where she was responsible for strategy formulation, compliance and administration of executive compensation, retirement plans and HRIS. Mary works closely with Snap-on's CEO, Board of Directors and management covering all areas of Human Resources.

Mary worked for Blue Cross & Blue Shield United of Wisconsin as an accounting supervisor and internal auditor.  Previously, she worked for a public accounting firm.

Mary holds a Bachelor of Science degree in Accounting from Marquette University and is a Certified Public Accountant.  She is a Global Fellow in Talent Management from The Wharton School of the University of Pennsylvania and a Fellow of the CEO Perspectives Program in Chicago, Illinois.

Mary enjoys volunteering and previously served on the Board of Directors for the United Way of Kenosha County.

Tony is a founder of Quandt Berndt & Company, LLC (QBCo). He has over 25 years of experience working with high net worth individuals, privately held businesses and owners with all of their tax & accounting needs. He specializes in advising clients with their financial and strategic planning initiatives and tax planning and compliance including: family wealth transfer techniques, business succession planning, maximizing walk away cash from transactions and advisory board services.

Tony is a Certified Public Accountant and has received his Series 65 designation, is a Certified Exit Planner, and is recognized by the AICPA as a Personal Financial Specialist. He has been a regular speaker across the country on topics such as: Alternative Minimum Tax (AMT), Roth IRA conversations, Tax Minimization Strategies When You Sell Your Business, and The Tax Environment After a Presidential Election.

Tony is a member of the Wisconsin Institute of Certified Public Accountants (WICPA) and the American Institute of Certified Public Accountants (AICPA). He received his Bachelor’s degree in Accounting from Marquette University and his Master’s degree in Taxation from the University of Wisconsin – Milwaukee.

Michael joined the Marquette Accounting Faculty in 2012 on a full-time basis.  His prior experience includes successfully completing hundreds of client engagements throughout the United States, Canada, Mexico, Europe and Latin America as President of Advanced Financial.  He has served as Chief Financial Officer for a manufacturing company and was Partner In Charge of Consulting for one of the largest CPA and Consulting Firms in the United States.  His entrepreneurial experience includes founding an accounting and consulting firm and growing it to a top 15 ranking in the Milwaukee marketplace.  He has assisted Clients ranging from startups to Fortune 100 companies.

Professor Browne’s current areas of interest are costing and performance management, lean continuous improvement, strategic and profit planning, financial planning and analysis, budgetary control, mergers and acquisitions, business valuations and exit strategy planning. 

He has taught in both the undergraduate and graduate programs including courses in Financial Accounting, Managerial Accounting, Intermediate Accounting, Advanced Accounting, Accounting for Managerial Decisions and Executing Strategy Using the Balanced Scorecard.  Michael is the recipient of the 2015 and 2016 excellence in teaching award from the Marquette Executive MBA Program.

Andy joined Ellsworth Adhesives as their Chief Financial Officer in 2023.  Prior to that, he worked for Enerpac Tool Company (Actuant Corporation) for over 20 years where he was VP and Chief Human Resources Officer. He held various positions of increasing responsibility, spent time in various corporate, business unit, and segment roles domestically and abroad. After graduating from Marquette in 1994, Andrew spent eight years in public accounting working for Ernst & Young. Together with his wife, Julie (also an MU grad), they are raising four sons – all of whom are big-time Marquette basketball fans.

Eric is the Co-Founder and Chief Executive Officer of Tidal Financial Group. He previously worked at Direxion Investments as a Chief Operating Officer. After s graduating from Marquette University in 1995, Eric spent 2 years at PwC (Coopers & Lybrand).  He left PwC in 2013 to join US Bank Global Fund Services where he became the Chief Financial Officer.

Bill has over 25 years of experience with Ernst & Young serving privately held entrepreneurial companies and publicly held companies in the manufacturing, retail and consumer products industries.  His particular focus is on serving private companies or subsidiaries of public companies with multi-national and multi-location engagements reporting under US GAAP and International Financial Reporting Standards.  In addition, Bill has assisted and advised multiple clients in accounting and reporting matters, registration statements and public filings.  Bill has also assisted and participated with clients in business acquisitions, due diligence, purchase accounting and working capital adjustment resolution.

Bill is a graduate of Marquette University with a Bachelor’s Degree in Accounting. He is currently a Certified Public Accountant and member of the American Institute of Certified Public Accountants (AICPA). In addition, Bill has served as an IFRS instructor for the Midwest Area of Ernst & Young and serves as the Campus Coordinating Executive for Marquette University.

He is actively involved with BizStarts Milwaukee, having been elected to the position of Treasurer in 2013, and is also serving on the Executive Committee and Board of Directors.

Jessica Gatzke is a shareholder at Scribner, Cohen and Company, S.C., a public accounting firm founded in 1925 and located in downtown Milwaukee, Wisconsin. She provides tax consulting and planning for individuals, families and closely-held businesses, utilizing her experience in the field of accounting and taxation. She also leads the firm’s Internal Revenue Service examination division. Jessica has been with the firm since 2003 when she was matched with Scribner Cohen through the Marquette University accounting internship matching program. The clients of Scribner Cohen are located all over the world, but have a strong base in the City of Milwaukee and southeastern Wisconsin. 

Mrs. Gatzke received her Master of Science degree in Accounting from Marquette University in 2004 and a Bachelor of Science degree in Accounting from Marquette University in 2003. She also earned her Master of Science degree in Taxation from University of Wisconsin-Milwaukee. She is a Certified Public Accountant and a member of the WICPA and AICPA. 

Mrs. Gatzke is also a member of the Rotary Club of Milwaukee and participates in several committees and board positions of the WICPA. A few of the most recent positions include Educational Foundation Director, Public Policy Committee member and Federal Taxation Committee member. She is an avid supporter of the accounting profession and enjoys sharing her experiences with students. She was born and raised in Hickory Hills, Illinois but now lives in Hales Corners, Wisconsin with her husband and two children.

Brad is currently a Partner with Michael Best & Friedrich LLP. Brad's practice includes all areas of estate and business succession planning. He serves as a trusted advisor to individuals, families, and companies seeking to cost-effectively structure or transfer businesses. Clients value Brad's responsiveness, particularly his ability to help them understand complex property and tax law concepts.

In addition to his current professional role, Brad's community involvement includes being a member of the Marquette University College of Business Administration Leadership Council, a Board Member of the Milwaukee Public Library Foundation, serving on the Board of Directors for Goodwill Industries of Southeastern Wisconsin as well as the AIDS Resource Center of Wisconsin, and serving on the Board of Trustees for the Milwaukee Repertory Theater.

Brad graduated from Marquette University with a B.S. and J.D. degree.

Amar is a Partner in KPMG’s Audit Services practice with more than 23 years of public accounting experience. Amar has substantial experience spearheading and coordinating engagements across several industries with a primary focus on Insurance. Within the insurance industry he has significant lead engagement partner experience across property & casualty, life and health sectors. Working with large public companies to small mutuals his experience combines both public and private expertise with flexible audit approaches designed for the specific client needs.  He is versed in the technical requirements of SEC issuers, international operations of multi-national carriers and the issues that those issues face in today’s marketplace and regulatory environment. He graduated from Marquette University in 2000.

Dan graduated from Marquette’s College of Business in 2003 and also was the head cheerleader when Marquette’s Men’s Basketball went to the Final Four.  Since then, Dan now serves as the Assurance Office Managing Partner for BDO’s Wisconsin practice, overseeing offices in Milwaukee and Madison. In this role, he is responsible for managing the Firm’s resources and fostering an environment that promotes and strengthens the Firm’s core values.

Dan began his career in public accounting at Arthur Andersen in tax, followed by audit at Deloitte before joining BDO.  He has significant experience in the manufacturing & distribution, real estate & hospitality and software industries.  He has overseen a number of public and private engagements while resolving accounting, auditing and complex operational issues.  Dan is passionate about the development of the professionals within the practice and at Marquette.   This cross-section of focus areas and breadth of experience provides Dan with a unique perspective that brings added value to his clients, teams, and the accounting advisory board. 

Dan currently resides in Brookfield, Wisconsin, with his wife (who he met at Marquette and married at Gesu), and two sons.

Jeffrey W. Krol received a bachelor's degree in accounting from Loyola University and immediately participated in the Masters of Taxation Program at DePaul University, which he completed in 1984. Mr. Krol began his career as a tax accountant for Peat, Marwick, Mitchell & Company at the Chicago office (now KPMG). In 1980, Mr. Krol established his own accounting firm, Krol & Associates, which currently has 17 employees. This firm specializes in representation of individuals, partnerships, and corporations with a focus on tax and financial planning. Mr. Krol's firm also represents numerous real estate developers.

Mr. Krol has acted as a general partner or managing partner in more than one hundred real estate developments including development of retail, commercial, industrial, telecommunications, medical offices, and residential projects. Mr. Krol is a principal in CA Ventures, a diversified developer of student living, senior living, multi-family and office projects.

He is a member of the American Institute of Certified Public Accountants and the Illinois Society of Certified Public Accountants. He has been a member of the Business Valuation Association and has served as an expert witness in valuation matters in a number of engagements. In addition, Mr. Krol has sat on numerous boards for both charitable and commercial enterprises. He has also served on various Bank Boards during his career. He also serves as a director and trustee for a number of other businesses in a wide variety of industries and charitable organizations. He owns interest in various other commercial enterprises.

Bob was a PwC National Tax Quality & Risk Management Partner and a National Partner in the PwC’s One Firm, Risk Office.

Bob previously led the Milwaukee Tax Practice, led the PwC National Capital Spend Consulting Practice, was the Regional Leader of the Research and Tax Credit Practice for the Midwest Region, and was a Client Service Lead Tax Partner.

Over his career, Bob has been very involved in the areas of accounting for income taxes, tax planning, and tax compliance services

Bob graduated from Bradley University with a B.S. degree in Accounting. 

John Malloy is the Executive Managing Director, Wisconsin Market Leader for Newmark’s offices in Milwaukee and Madison. John is actively involved in client service and tenant matters and in business development, improving financial performance and supporting the recruiting and retention of top talent.

John joined Newmark following its 2019 acquisition of MLG Commercial, where he had been a principal since 2001. Prior to MLG Commercial, John spent more than 12 years in the Milwaukee office of Arthur Andersen and four years as a partner in the Milwaukee office of BDO Seidman

Chad has over 15 years of experience serving public and private companies in the automotive and industrial products industries. He has a hands-on, collaborative style and values balanced and transparent communications. He has extensive experience with large multinational integrated audit coordination. He has extensive experience working and coordinating with shared service centers. Chad spent three years on tour in Cologne, Germany from 2008 – 2010 where he was a U.S. manager working on large multinational U.S. GAAP inbound reporting engagements.

Joan serves as audit partner for various public and private companies, as well as serving as an engagement quality review partner within the Wisconsin practice of Deloitte. In her 29 years in public accounting, Joan has focused on manufacturing and distribution companies ranging from family owned, privately-held businesses to large publicly-traded multi-nationals.   She also serves on the boards of Feeding America Eastern Wisconsin and the Betty Brinn Children’s Museum.  She is a 1989 graduate of Marquette University with a Bachelor of Science in Accounting.  She also leads Deloitte’s recruiting efforts at Marquette.

Jim is Chair of ORBA’s Not-For-Profit Group and his experience includes providing auditing, accounting and tax services for not-for-profit organizations, including charter schools, social service agencies, associations, foundations, and civic and cultural organizations. Jim’s experience enables him to advise his not-for-profit clients about new funding streams, the best course when looking to provide a new service or program, and effective ways to undertake strategic or operational changes.

Since 2002, Dave Rodgers has been the Chief Financial Officer at Wilsonart. Before that, he was Senior Vice President – President Engines Group of Briggs & Stratton.  Dave worked at Briggs & Stratton for over 14 years where he held various jobs including Senior Vice President and Chief Financial Officer and Corporate Controller.  Prior to Briggs & Stratton, Mr. Rodgers was Vice-President and Corporate Controller of Roundy’s Supermarkets, Inc., a $4 billion grocery retailer headquartered in Milwaukee. 

Mr. Rodgers has a B.S. in Accounting from Marquette University is a Certified Public Accountant in Wisconsin. 

Mr. Rodgers has served or continues to serve on a variety of non-profit civic organizations including the Board of Directors of Wisconsin Lutheran High School; the Board of Directors of the Siebert Lutheran Foundation; the Board of Trustees and Chairman of the Multiple Sclerosis Society, Wisconsin Chapter; the Marquette University Accounting Advisory Board; the Board of Directors of the Marquette University Business Administration Alumni Association, the Board of Directors of the Boy Scouts of America, Three Harbors Council, the Board of Trustees of the Public Policy Forum. 

Jim Schubilske was named vice president and chief audit officer for WEC Energy Group in 2018.  In this role, he is responsible for the strategic function that helps the organization accomplish its objectives by bringing a systematic, disciplined approach to evaluate and improve the effectiveness of risk management, control, and governance processes. Schubilske also provides objective evaluations to the board of directors’ Audit and Oversight committee on audit activity and the effectiveness of the company’s internal control initiatives.

Schubilske joined the company in 1987 as a financial management analyst and later held various positions in the finance and regulatory departments, including senior analyst of revenue requirements and budgets, investor relations coordinator, and business consultant.

Schubilske attended Marquette University, where he earned a Bachelor of Science degree in business administration (cum laude) in 1987 and a Master of Business Administration degree in 1996.

Dan Szidon is the partner in charge of the firm’s audit and accounting practice.  He prides himself on accurately evaluating critical client issues, determining their needs and resources, and formulating sound, commonsense business solutions.  Through extensive experience, continuing education, and advanced certifications, Dan is able to provide state-of-the-art services to closely held businesses and their owners.

Dan is a certified public accountant who has focused his practice on providing financial and consulting services.  He has over 25 years of professional experience in audit and accounting services as well as consulting on various business issues.  Dan is involved with businesses of all sizes, from the closely held to large publicly traded companies.  He takes pride in striving to understand his clients’ businesses to the highest degree possible through frequent contact and involvement.

Ann Marie Wick, CPA, CIA, CFE is a Managing Director at FTI Consulting in the Forensic & Litigation Consulting segment. With experience working in 6 of the 7 continents, Ann Marie has more than 25 years of global compliance, external and internal audit expertise in the manufacturing, consumer products and technology services industries.

Ann Marie specializes in developing best-in-class global compliance programs from its inception and has extensive experience in designing & implementing improvements in existing programs. Her expertise includes anti-bribery/anti-corruption (ABAC), OFAC trade sanctions, financial internal controls, and Board reporting.

Previously, Ann Marie was Senior Director of Global Compliance at Briggs & Stratton Corporation, Director of Global Finance Compliance at Johnson Controls, Inc., Chief Audit Executive at Metavante Corporation, and held senior management audit roles at SC Johnson & Son, Inc. and PricewaterhouseCoopers LLP.

Ann Marie was selected by the FBI Milwaukee branch to be a member of the FBI Citizen’s Academy.  The Citizen’s Academy is an elite group of business and community leaders trained by special agents and their supervisors in Agency operations, investigation techniques and hands-on instruction mirroring new agent training. 

Ann Marie earned an Honors Bachelor of Science in Accounting from Marquette University.  She is an adjunct professor of Auditing at Marquette University and a regular guest lecturer on corporate ethics in a global economy.  She is a former Auditing instructor at another Wisconsin university.