Corey's Consulting Credentials & Experience

Credentials

  • Certified Public Accountant with extensive experience in accounting, tax planning, auditing, and business planning.
  • Business educator with experience in teaching a broad scope of business fields including management, accounting, marketing, finance, strategy, law, and international business.
  • Numerous engagements as an employee or outside consultant in applications of business concepts to organizations.
  • Education:
    • Ph.D. in Management Science, University of Wisconsin—Milwaukee, May 2003. Major: Organizations and Strategic Management. Minor: Marketing.
    • MBA, University of Wisconsin—Whitewater, August 1993. Major: Management.
    • BBA, University of Wisconsin—Eau Claire, August 1984. Major: Accountancy

Experience

  • Accounting Systems - Identifying and overcoming weaknesses and inefficiencies in current accounting systems or implementing new systems, as appropriate. Accounting systems experience includes design and implementation of
    • comprehensive budgeting and forecasting mechanisms
    • internal control procedures (e.g. - cash receipts and disbursements, credit and collections, inventory management, payroll)
    • financial analysis and reporting systems
    • other systems (e.g. - managing fixed assets, restructuring debt, improving compensation plans)
  • Financial Reporting - analyzing current reports to internal and external parties for accuracy, clarity, and compliance with reporting standards, if applicable. Financial reporting experience includes preparing organizations for cost-effective audits by Independent CPA firms and converting accounting records and systems to conform to Generally Accepted Accounting Principles.
  • Compensation Planning – getting the most value for employer and employees of organizations in order to provide adequate compensation and manage turnover. Compensation planning experience includes tax planning, compliance, and motivational factors.
  • Strategic and Business Planning – establishing and modifying strategic planning systems and responding to current business opportunities. Strategic and business planning experience includes establishing and modifying long-range, participative planning systems for continuous improvement and overseeing the development of business and marketing plans for discrete projects.