Tag: Accounting

Albers touts income tax prep help, live on Local 5

Cofrin School of Business lecturer Pat Albers appeared live in a Monday (Feb. 2) segment on Local 5 News, talking about UW-Green Bay’s involvement in the IRS’ Volunteer Income Tax Assistance (VITA) program. As we’ve told you here before, each year UW-Green Bay students provide free income tax assistance for low-income individuals and families during tax time. Return preparation starts this week and runs through April 1, with no service the week of March 16 because of spring break. “A lot of our accounting students go on to work for public accounting firms,” Albers said, “so not only is this a great experience for them getting tax preparation experience, but also the client exposure — so they’re able to work on their people skills, their communication skills. So it’s a benefit for the students, the taxpayers and the future employers.” You can watch the full segment (and check out our press release).

Corrected link: Accounting major Gutierrez will speak for graduating class

Our previous edition of the Log newsletter included an incorrect link for the longer story about Florencia Gutierrez, chosen to speak on behalf of her graduating class at Saturday’s mid-year commencement. For more on Gutierrez, a native of Argentina and graduate of De Pere High School.

De Pere H.S. grad selected class speaker at UW-Green Bay

Graduating class speaker Florencia Gutierrez of Green Bay, who will receive her bachelor’s degree in Accounting at UW-Green Bay’s mid-year commencement this Saturday, Dec. 13, has been chosen to speak on behalf of her graduating class by a committee of faculty members and administrators.

Gutierrez was nominated for the honor by Associate Dean and Business Administration Prof. Lucy Arendt, who describes her as “an outstanding student leader in the Cofrin School of Business… a role model dedicated to excellence in all activities — academic, extracurricular and professional.”

Gutierrez completed a total of 174 academic credits in a little over four years, including the 150-credit-hour requirement for individuals seeking licensure as certified public accountants. She graduates with cum laude honors and Business Administration and International Business minors in addition to her Accounting major. She completed a semester-long study abroad program at the Kedge Business School in Bordeaux, France, as well as a January “winterim” course in Cuernavaca, Mexico.

Gutierrez is a native of Mendoza, Argentina. She moved with her parents, Hugo Gutierrez and Gabriela Marino, to Orlando, Fla., in 2001, and to Green Bay in 2008. She is a 2010 graduate of De Pere High School, where she advanced to state competition in accounting though the Future Business Leaders of America program, and competed on the tennis and track teams.

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Doering has lead article in ‘Taxes,’ on severance payments

Associate Prof. Jim Doering, chair of the UW-Green Bay program in Accounting, is the author of the lead article in the November 2014 issue of the journal Taxes. The article, “Supreme Court Applies FICA Tax to Some Severance Payments,” examines the court’s recent decision resolving the conflicting circuit court rulings as to whether supplemental unemployment benefit payments made to terminated employees were taxable “wages” under the Federal Insurance Contributions Act. At the time of publication, the issue involved more than 2,400 administrative refund claims with a total dollar amount exceeding $2 billion. Articles selected for publication in the monthly journal furnish pragmatic guidance for navigating a strategic course through the intricate landscape of tax rules and regulations.

Alumni rising: UWGB alumni provide quality early education at Encompass

encompass-group-topEncompass Early Education and Childcare is a nationally accredited organization that provides quality education for children beginning at six weeks of age. The University of Wisconsin-Green Bay plays a significant role in providing staffing for the seven-center organization, with more than 20 Encompass staff members holding a UWGB degree.

The vast majority of staff members are educators, while a few, such as Candee Hendricks ’99 (front row, fourth from left in the photo above), find their way into the organization through other means. Hendricks started as an accountant for Encompass in 2002 and is now its Chief Financial Officer (CFO). Instead of the traditional feature, we decided a Q & A from a few Encompass employees who call UWGB their alma mater would be a better showcase of diversity, talent and impact.

Candee Hendricks, ‘99 Chief Financial Officer
Major: Accounting

Q: How did you get your start?
A: I started as an intern at the C.A. Lawton Company and was hired as an accountant when I graduated. I worked there three years and started at Encompass in December of 2002. I am now the Chief Financial Officer for the organization.

Q: There are a number of UWGB graduates at Encompass. What can you tell us about them?
A: I’ve noticed that the UWGB graduates employed at Encompass are prepared for their career. Several UWGB graduates have moved up the career ladder and are in leadership positions here. Encompass is required to have teachers with degrees in each of our classrooms due to our national accreditation standards. Although UWGB does not have an early childhood degree program, several graduates from UWGB employed at Encompass have Human Development or Elementary Education degrees.

Melissa Franken, ‘90 Center Director at the Bellin Center
Major: Human Development

Q: Tell us about your career path:
A: I started out managing retail stores and once I married and had children went into the early childhood field. I started out as a preschool teacher and then moved to Green Bay and started as a Center Director for Encompass.

Q: Any observations about early education and care?
A: Early education and care for our youngest people is extremely important. We’ve long known the importance of the first years of a child’s life, but now studies can prove it. Brain development in those early years is critical. We also know that teachers need to learn strategies for challenging children because we are seeing an increase in children with challenging behaviors.

Candace Dantinne ‘99, Toddler Teacher at the Bellin Center
Major: History

Q: How did you end up at Encompass with a history degree? What about your future?
A: My sister, who also works at Encompass, recommended me. I found that the culture at Encompass reflects my values — respect, appreciation, communication, honesty, and laughter. The culture and values of Encompass make working there enjoyable and fulfilling. I was prepared for the position from experience and with training from additional child care classes. I see myself continuing to provide children with a program that develops the whole child — intellectually, socially, emotionally, and physically.

Q: What are your observations regarding the childcare industry?
A: The first thing I learned is that Encompass is not your typical day care. Encompass utilizes the High Scope Curriculum that emphasizes “Active Participatory Learning.” Children’s interests and choices are at the heart of the program while giving direct, hands-on experiences with people, objects, events, and ideas. Children construct their own knowledge through interactions with the world and people around them.
Being a non-profit and having multiple funding sources leads to the complexity of the organization. There are always new challenges and opportunities. Encompass partners with area school districts to provide four-year-old Kindergarten at five locations. Encompass tries to provide opportunities for all children to receive quality early education and care. Some of the children in our care receive state assistance to make care more affordable. Encompass receives funding from United Way and other community support in order to provide scholarship assistance to families who cannot afford the full fee rates.

Heather Hrabik ‘13, 4K teacher at Bellin Center
Major: Education

Q: What do you like best about Encompass?
A: I finished my student teaching in January and applied for a temporary position at Encompass that since became permanent. I like how community oriented Encompass is. The classroom is like a family — we eat together, learn together, and play together.

Brianna Hegewald ’13 Administrative Support Specialist
Major: Communication

Q: How did you end up at Encompass?
A: Shortly after I graduated, I discovered Encompass had a position open for an administrative support specialist. Being familiar with Encompass’ values and high standards, I knew it was the place where I wanted to work. The passion for kids is evident in every aspect of the organization — from the teachers, to center directors, to the Boards and the Leadership Team. Encompass takes in even the most difficult of children, loves them and gives them the opportunity to succeed that they might not have had if they had gone to child care and/or early education elsewhere. And most importantly, they don’t single out the kids who may be a little different. They truly believe in giving all kids the same attention and affection they deserve, while preparing them for elementary and middle school. I can honestly say I’ve never been so proud to work for a company.

Q: Were you prepared for the job?
A: Without my education from UWGB, I would not have been prepared to take on the fast-paced, detailed job here at Encompass. In fact, I was so prepared that I was soon assigned even more tasks that were not included in my original job description. In a few years, I will still be able to say I work for an organization that values its employees, value and mission as much as Encompass does. I also anticipate that I will be able to take on even more responsibilities and continue to grow as an asset to this organization.

Photo at top of post: Encompass employees who proudly attended UWGB, from left to right, front row: Kimberly Dagit, Heather Hrabik, Jane Brzezinski, Candee Hendricks, Candace Dantinne, Nicole Moua, Breanna Conard, and Kelsey DuBois. Back row: Annette Seidl, Brianna Hegewald, Crystal Kempton, Melissa Franken, Deanna VandenLangenBerg, Renee Huebner, Antoinette Thomas, Jennifer Feyen. Missing: Amanda Delagarza, Sheryl Ledvina, Sue Loberger, Amy Massey, Christina McKee, Houa Moua, Barbara Nenning, Elizabeth Rowling-Delaurel and Grace Schindel.

Faculty note: Doering publications

Jim Doering, associate professor of Accounting, recently published two journal articles. The first, “Foreign Tax Credits: Substance Prevails Over Form, but Uncertainty Remains,” was the lead article in the April 2014 issue of Taxes. The article examines the Supreme Court’s recent decision resolving the conflict between the circuits as to whether a windfall tax imposed by the United Kingdom was a creditable income tax under Code Sec 901. The second article, “The Controversy Over Supplemental Unemployment Benefits and FICA Taxes,” was published in the October 2013 issue of Taxes. The article examines the circuit conflict regarding SUB payments and the imposition of the FICA tax. At the time of publication, the tax treatment of Supplemental Unemployment Benefits payments involved more than 2,400 administrative refund claims, with a total dollar amount that exceeded $2 billion. Articles selected for publication in this monthly journal furnish pragmatic guidance for navigating a strategic course through the intricate landscape of tax rules and regulations.

McIver announced as associate AD at Northern Kentucky


Longtime Phoenix Athletics administrator Dan McIver has been announced as the new senior associate athletics director for business and finance at Northern Kentucky University. McIver rejoins NKU AD Ken Bothof, his former boss in Green Bay, on April 14. McIver had an 18-year career here. He was promoted to associate athletics director in 2004 and to senior associate athletics director in 2013, with varied duties mostly centered on program operations and finances. A native of Waupun, McIver worked as an assistant in the University’s Business and Finance Office while a student here and received his bachelor’s in accounting in 1994. The NKU program he joins is currently in its second year of reclassifying to NCAA Division I status. For the NKU news release.

Candidates for Cofrin Endowed Chair will make campus presentations

The Cofrin School of Business is pleased to welcome to campus two candidates for the Austin E. Cofrin Endowed Chair in Business (Accounting). The individual chosen for the position will assume a key faculty leadership position in the Cofrin School of Business as it pursues AACSB accreditation. The qualified candidate will value teaching, have a high energy level, be able to operate effectively in a participatory, collegial environment, and have an interest in mentoring colleagues in the area of scholarship. The School of Business invites all UWGB faculty and staff to attend the Research Presentations and “meet and greet” sessions for both candidates, as follows:

Monday (Feb. 17) 9:30-11 a.m., Wood Hall 324 —Jerry Lin, professor of accounting at Colorado State University at Pueblo. His Ph.D. in accounting is from the University of North Texas, Denton. His research presentation will address “Economic incentives for disclosing or withholding corporate venturing investment information.”
Thursday, Feb. 27, 9:30-11 a.m., MAC 223 —Angela Hwang, professor of accounting at Eastern Michigan University. Her Ph.D. in accounting is from the University of Houston. Her research presentation will focus on “Learning accounting for foreign currency transactions with hedging derivatives.”

Colleagues are invited to step in and out as their busy schedules allow.

Five Phoenix named Future 15

future-15-topOf the 15 young professionals who will be recognized by the Green Bay Area Chamber of Commerce, Thursday, Feb. 20, five have roots and an undergraduate degree at the University of Wisconsin-Green Bay.

The “Future 15 Young Professional Awards” recognizes 15 young professionals who have made an impact in both their relatively short professional careers, and also in the Brown County community.

The Future 15 recipients were featured in a special publication in the Green Bay Press-Gazette and will be honored at a recognition ceremony from 5 to 8:30 p.m., Feb. 20 at the Hyatt on Main/KI Convention Center.

BianchiChad Bianchi ’12, an Economics and Public Administration major, works at Associated Banc-Corp as a senior financial analyst in the corporate treasury department. His contributions to the community include serving on the board of directors for Mosaic Arts Inc. and the UWGB Alumni Association. He serves as a  guest lecturer to current UW-Green Bay students. He is pursuing a master’s in business administration from UW- Oshkosh.

KarnzShelly Karnz ’98, Humanistic Studies, began with Literacy Green Bay as a volunteer in 1999, and was hired by the agency in 2007. The current program manager of adult tutoring worked as a family literacy assistant and a workplace instructor. In 2012, she received the Evie Jensen Spirit Award by the Literacy Green Bay board of directors. Through her work, she has helped more than 40 families with literacy challenges, while supporting more than 400 volunteers and adult learners. Outside of work she volunteers at her children’s school and is a troop leader with Girl Scouts of the Northwestern Great Lakes.

RuhKelly Ruh ’01, Accounting and Business Administration, is a controller for PDQ Manufacturing. Ruh volunteers for the annual Junior Achievement Business Marathon by coaching area students and serves on a sub-committee focused on marketing and community awareness for the Brown County Trust for Historic Preservation. She spent eight years on the UWGB alumni executive committee, serving as treasurer, vice president and president. She is pursuing a master’s degree in international business.

SchumackerDarin Schumacher ’96, Communication Processes, was hired in 2011 as Dental Associates’ first  marketing manager. He helped create a public relations strategy to bring awareness to the importance of oral health in children, addressing the extended school-time lost annually because of dental-related conditions. Schumacher is a spokesperson and advocate for the National Kidney Foundation of Wisconsin (NKFWi) and is encouraged that in the past five years the number of registered organ donors in Brown county has increased from 52 to 58 percent. This personal passion was spurred when he personally became the recipient of a kidney transplant in 2000. He is a former Leadership Green Bay participant and serves on the organization’s marketing committee.

VoigtHope Voigt ’04, Accounting and Business Administration, is an operations manager at Tweet/Garot Mechanical Inc. She and the eight-person team she supervises is responsible for growth opportunities. She also serves as a member of the Twee/Garot Mechanical executive team. Voigt also worked to establish an internship program with the company. Outside of work, Voigt often works with local schools and serves on the board of directors for the House of Hope.

Story by Cheyenne Makinia
Photos provided by the Green Bay Press-Gazette

Award-winning alumni: Snapshots, remarks from 2013 awards night

It was a spectacular spring evening both inside and outside the Weidner Center, Saturday, May 4 when four University of Wisconsin-Green Bay alumni were honored at the 2013 Alumni Awards.

In his brief remarks Chancellor Tom Harden refreshed the alumni on the “Spectacular 2012” and all the University’s many accomplishments. Assistant Chancellor for University Advancement Bev Carmichael shared the new 360° of Learning brand. But it was the honorees, and their personal, heartfelt testimonies that made for a spectacular evening.

Young Alumni Award Winner Danny Schulz, ’05, an accounting project leader at Kohler Company, and his wife Casie, are the youngest alumni to establish scholarship funds (three of them, in fact). During his acceptance speech, Danny shared his hesitation about moving to UW-Green Bay from a small central Wisconsin town and high school:

“Moving my stuff to campus, dad and I got lost. Who puts a university close to University Avenue but not actually on University Avenue?” he joked. In time, he found his way around. He knew he found “home,” he said, on September 11, 2011, as he and his peers became closer in the tragic aftermath of the terrorist attacks that day. “That evening we had a dorm cookout when all we talked about were the events and the reactions of everyone there. The community that I discovered that evening is what made me realize that this new place in my life, this UWGB, was now a part of my family. Ever since, I’ve been passionate about this place.”

Distinguished Award Winner Dr. Gerald (Jerry) Blackwell, ‘78, a prominent cardiology researcher and practitioner said he drew inspiration, maturity and discipline from faculty members such as (retired) Prof. Chuck Ihrke, Assistant Men’s Basketball Coach Chuck Aslakson and Head Coach Dave Buss. Typical of his teachers, Blackwell remarked, “Dr. Ihrke made me, and I’m sure every other student of his, feel as though I were the only one receiving this special attention.”

Julie Van Straten, Class of 1991, attorney, civic leader and general counsel for UnitedHealthOne, said she would respectfully change the 360° of Learning brand to “360° of impact” as she has been witness to the dramatic impact UW-Green Bay has had on the community, the region and beyond.

Kate Meeuwsen, ‘76, civic leader, retired educator and member of the UW-Green Bay Foundation Board and Council of Trustees spoke passionately about her experience. “This University looked beyond the traditional teaching methods and encouraged students to break new pathways. I had incredible support from music faculty to explore my newly forming world. I was a member of the first University jazz vocal group. I was exposed to the finest of traditional and current music in my many performance groups. I was encouraged to take a non-traditional path in selecting my music for my junior recital. I was given the gift of a global perspective in required classes outside of my beloved music classes… Years later, I retired satisfied that I fulfilled my desire to teach the love of music to the non-music student. I employed the same zeal in my classroom that my professors employed with me. This University has provided so many gifts to my family. Far too many for me to list, but I can honestly say that no one in this room treasures this school more than I do. I have loved every minute I have spent on this campus.”

The awards program also included presentation of awards to top graduate students. Erin Giese and Adam von Haden, both Environmental Science and Policy graduates, were presented the Alumni Association’s Outstanding Thesis awards by Provost Julia Wallace. Giese’s research led to conservation efforts in the forests of Northern Wisconsin. Von Haden’s research, in part, led to a prestigious full-ride scholarship as he pursues his Ph.D. Read about it here.

Read more about each of the Alumni Award award winners here.

Pictured in the top photo, above, are Alumni Award Winners past and present who were on hand for the 2013 celebration. From left to right: Julie Van Straten, Danny Schulz, Jody Weyers, Rick Chernick, Kate Meeuwsen, Jim Wochinske, Patrica Finder-Stone, Dr. Jerry Blackwell, Diane Ford, Steve Taylor and Paula Fleurant.

Click thumbnails to enter slideshow view.

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