Cathleen received her BS in Business Accounting from Indiana University and then went to work for a payroll processing company in her hometown of Elkhart, Indiana. She later moved to Pennsylvania where she worked in public accounting and earned her CPA. And for the last 14 years, she’s been at Burnham, working her way up to Tax Manager and Retirement Plan Administrator.
Jason Kalies grew up on a small family dairy farm in Wisconsin so he appreciates cultivating the land for fresh food. Then one day he decided to share his homemade salsa and marinades with a team visiting from out of town and deep coworker relationships were made.
In this episode, we talk about whiskey, the Circus Parade in Milwaukee, growing up on a dairy farm and why baking is better than cooking -- not necessarily in that order. Jason is currently a senior manager at big 4 accounting firm - having spent over 15 years in the accounting world in both public accounting and industry.
After graduating from St. Norbert College outside of Green Bay Wisconsin, Jason started working at PwC. He later worked for a bank for several years before returning to public accounting a few years ago.
I've been friends with Dave Gilbertson for almost 15 years, since we both started at PwC. He is known among his friends and coworkers for several things -- being Louie Anderson's tour manager one year, writing a published book, playing an inning of minor league baseball, interviewing the Dali Lama -- you name it , Dave has probably done it or talked his way into it.
Currently, Dave is the Vice President of Corporate Strategy for Kronos Software so I appreciate him making some time to talk about that one time he was in an elevator with Louie Anderson and Larry King and the hilarity that ensued.
After starting his career as an accountant with PricewaterhouseCoopers, Dave Gilbertson has served in a variety of senior executive roles within the private equity, strategy consulting and software spaces. He graduated from Georgetown University and the Tuck School of Business at Dartmouth College.
Over the last few years, Jason Blumer has really gotten into CrossFit. And not only has it helped him get in better shape, he's also realizing there are many parallels to running your own business. So he's able to tell clients that there's no sitting down for breaks if they really want to meet their goals.
Jason is now the Chief Innovation Officer of his own firm, Blumer & Associates, CPAs. In this episode, we talk about overcoming fear and what made him want to start his own firm over 12 years ago.
Jason graduated from Wofford College in Spartanburg, SC with an accounting degree and went to work in industry, eventually becoming a Controller for a few years before switching over to public accounting. He left all that in 2003 to run his own firm. That wasn't enough so he created the Thriveal Network, a supportive community for accountants who have their own firms.