Experience clarity // CPAs & ADVISORS BKD NATIONAL HIGHER EDUCATION GROUP Jennifer Williams.

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Presentation transcript:

experience clarity // CPAs & ADVISORS BKD NATIONAL HIGHER EDUCATION GROUP Jennifer Williams

BKD AT A GLANCE National CPA and advisory firm, approximately 2,400 personnel including 260 partners Founded in 1923 Service areas: Accounting Audit and assurance Tax Risk management Technology Corporate finance Forensic and valuation services Wealth management 34 offices located between Colorado and Pennsylvania 2 // experience clarity

BKD AT A GLANCE Among the largest firms in the U.S. 12th largest in the country Clients in all 50 states with operations or transactions in 104 countries 4th consecutive year rated “Best of the Best” accounting firm” by INSIDE Public Accounting(2011, 2012, 2012, 2013) Recently group of partners provided training in China 1:5 partner-to-staff ratio Dedicated & committed to serving the unique needs of public higher education clients 3 // experience clarity

HIGHER EDUCATION INDUSTRY FOCUS Serve more then 100 private and public colleges and universities Speakers and sponsors at national industry conferences Tax services – 990 Connect Consulting opportunities Academic Data Analytics Integra Protect Internal audit projects NCAA AUP 4 // experience clarity

CONSULTING - INTEGRA PROTECT Incident Management/Reputation – Hotline Services Association of Certified Fraud Examiners 2012 Report to the Nations – Higher Education #5 Early detection – tip, generally found 12 months Third party hotline, anonymous monitored by BKD Academic Analytics Data mining Academic honesty and integrity IT Risk – Risk Assessment Governance IT Risk Assessment - Help leadership work with IT professionals & implement an integrate strategy General IT Risk Assessment – High-level view of IT management’s controls Compliance IT Risk Assessment – Help understand any potential gaps in IT controls 5 // experience clarity

UNMATCHED CLIENT SERVICE Integrity First - Do what's right and advising our clients accordingly. At BKD, integrity always trumps economics—for us and for you. True Expertise - We’re proud of the intelligence, credentials and experience to evaluate, advise and deliver solutions for you. Professional Demeanor - Our advisors are true professionals in every sense of the word: appearance, manners, knowledge and ethics. You’ll find them personally committed to delivering results that work for you. Responsive Reliability - You can depend on BKD to do what we say we will do. Principled Innovation - You expect from your advisor creative, value-added advice that also is sound and ethical. 6 // experience clarity

BKD THOUGHTWARE: WEBINARS & INSIGHT TO STRENGTHEN YOUR TEAM 30 // experience ideas

BKD THOUGHTWARE: ROUNDTABLE EVENTS TO STRENGTHEN YOUR TEAM 8 // experience ideas

UPCOMING ROUNDTABLE 9 // experience clarity

THANK YOU FOR MORE INFORMATION // For a complete list of our offices and subsidiaries, visit bkd.com or contact: Jennifer Williams, CPA // Director //