Chad has practiced public accounting since 2007. He manages and participates in financial and operational audits of community banks, public company banks, and credit unions. He also provides related management recommendations for enhancing internal controls and efficiency improvements under AICPA, FDICIA, and PCAOB standards; loan file analysis and evaluation for member business, commercial, and real estate loans; evaluation and application of complex accounting issues such as recapitalization transactions, mergers, and FDIC-assisted acquisitions; and review of SEC registration statements, including Forms 10-K, 10-Q, 8-K, and S-3.
Baker Tilly US, LLP, Baker Tilly Advisory Group, LP and Moss Adams LLP and their affiliated entities operate under an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly Advisory Group, LP and its subsidiaries, and Baker Tilly US, LLP and its affiliated entities, trading as Baker Tilly, are members of the global network of Baker Tilly International Ltd., the members of which are separate and independent legal entities. Baker Tilly US, LLP and Moss Adams LLP are licensed CPA firms that provide assurance services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and consulting services to their clients and are not licensed CPA firms. ISO certification services offered through Moss Adams Certifications LLC. Investment advisory offered through either Moss Adams Wealth Advisors LLC or Baker Tilly Wealth Management, LLC.