Mendoza School of Business

Accountancy

closeup of man

Rigor. Ethics. And a perennial place among the nation’s best accountancy programs.

Our students are diverse and multifaceted, but they all have one thing in common: they ask more of business and of themselves. Through the Notre Dame undergraduate Accountancy program and the M.S. in Accountancy program—both ranked No. 4 in the nation by Public Accounting Report—they do just that.

And recruiters know that Mendoza grads understand how an organization operates and manages its resources. Our accountancy undergraduates achieved a 98% placement rate last year.

During your time as an accountancy student at Notre Dame, you’ll learn to analyze, evaluate and communicate the results of business activities. In other words, you will develop a highly-sought after critical thinking and decision-making skill set—and use that to advance the greater good.

Contact us for more information about Mendoza accountancy programs:

 

Highlights

Numbers tell only part of the story.

As a top-4 accountancy program at a university consistently ranked among the best in the country, it’s easy to get caught up in numbers. But like all good accountancy programs, we’re more interested in the story the numbers tell.

Your Notre Dame accountancy story will be defined by human interaction: between professor and student, between peers, between you and the people, you serve during your time at Notre Dame.

Federation of Schools of Accountancy

A member of the Federation of Schools of Accountancy

golden dome closeup

An ethical approach

Yes, our rigorous curriculum will prepare you to solve complex accountancy challenges. But more importantly, the solutions you devise to these challenges will be informed by a deep sense of ethics strengthened during your time at Notre Dame.

students talking at a table

TAPping into your expertise—and your servant’s heart

Through the Tax Assistance Program (TAP) you’ll have the opportunity to provide tax preparation services to low-income individuals. In the process, you’ll gain real-world experience—and help local community residents receive much-needed tax refunds.

group of students in cap and gowns

Once a Domer, always a Domer

The strength, accessibility and engagement of the Notre Dame alumni network are virtually unparalleled. We take care of own, during and after your time on campus.

This wealth of diverse experiences creates accomplished—and satisfied—graduates. In fact, Notre Dame ranks No. three on national alumni satisfaction surveys. There we go with the numbers again.

Career Development

Last year, our accountancy undergraduates achieved a 98 percent placement rate. Over the last three years, our graduate students have achieved 100 percent employment. From careers in public accounting and corporate work to entrepreneurship and law, our graduates put their accountancy degree to work in a wide range of fields.

Full-time employment by firm typePercent of Students
Big 4 Accounting firms75
Other accounting firms3
Corporate Finance/Accounting9
Consulting6
Financial Services4
Other3
  • Andersen Tax
  • BDO
  • Deloitte
  • EY
  • Grant Thornton
  • KPMG
  • PwC
  • Booz Allen Hamilton
  • Amazon
  • Comcast NBCU
  • E&J Gallo
  • General Motors

Work hard, play hard

The accountancy program is rigorous, but you’ll still have plenty of time to take advantage of the legendary Notre Dame student experience. For example, you might:

What You’ll Learn

Through courses like Strategic Cost Management, Ethics in Accounting, and Federal Taxation, you’ll develop critical thinking, data analysis and decision-making skills that prepare you to hit the ground running. You’ll also enter the job market with expertise in data analytics that your peers at other institutions will lack.

At the University of Notre Dame, the Data Analytics in Accounting course enhances your ability to identify relevant information, and to find optimal solutions in settings involving uncertainty and risk. Analytical tools include data mining, simulation model building, and optimization.


Mendoza School of Business

About that 150 hours…

Typically, 150 hours of college credits with an accounting concentration are necessary to be licensed as a CPA.

Students should discuss specific state requirements with Professor James O’Brien.

Students in the Master of Science in Accountancy gain the requisite number of hours for licensing during the yearlong program.


Department Administration

Badertscher headshot

Brad Badertscher

Deloitte Foundation Department Chair of Accountancy

Brad Badertscher is the Deloitte Professor of Accountancy. Brad teaches an accounting research class as well as Corporate Financial Reporting, an elective in the MBA program. Badertscher earned his MBA and PhD in Accounting from the University of Iowa.

Brad researches financial accounting issues, focusing on financial report quality. In recent papers, he examined fair value accounting, tax aggressiveness, and private firm accounting. Brad has published in The Accounting Review, Journal of Accounting & Economics, Journal of Accounting Research, Review of Accounting Studies, Journal of Management Accounting Research, and Accounting Horizons. Brad was a former Editor at The Accounting Review and reviews for many of the top accounting and finance journals.

Contact: (574) 631-5197 or bbaderts@nd.edu 

 

Creighton headshot

Colleen Creighton

Assistant Department Chair and Associate Teaching Professor

Colleen Creighton is an Associate Teaching Professor and an instructor for undergraduate and graduate tax and accounting courses in the undergraduate and Master of Accountancy programs.  She currently teaches the Introductory Managerial Accounting course, Wealth Planning Taxation, Partnership Taxation, Tax Accounting Periods and Methods and is the director of the Tax Assistance Program.

She is a Certified Public Accountant with more than 35 years of professional experience including 30 years with Deloitte Tax LLP.  Her professional experience outside public accounting included the management of the financial consulting group within a large financial institution and the management of the trust department within a private family office.

Colleen has a BBA in Finance from the University of Notre Dame and a Master of Science in Taxation from DePaul University.  She also has a Certified Financial Planning certificate.

Contact: (574) 631-3299 or ccreight@nd.edu 

 

Barb Westra

Administrative Assistant

Contact: (574) 631-7324 or bwestra@nd.edu


Mendoza School of Business

Accountancy Advisory Board

The Accountancy Advisory Board is comprised of professionals across a variety of practices and specialties. Advisory board members work to advance accounting curricula through topic and skill suggestions and serve as mentors and support systems providing advice and recommendations to faculty and students.


Ken Barker 
Electronic Arts


Matthew Barrett
University of Notre Dame


Ryan Brady
Grant Thornton


Thomas Brecht
Crowe LLP


Robert Burke
Burke America


Stacey Cloutier
Deloitte


Timothy (Tim) Gray
Ryan Companies US, Inc.


Kenneth (Ken) Haffey
Marcum, LLP


William (Bill) Harrington
R.J. O’Brien


James Jaeger
Deloitte


Ann Mennel
Merit Energy Compnay


Andrew (Drew) Paluf
University of Notre Dame


Daniel (Dan) Rahill
Wintrust Wealth Services


Pete Ugo
Crowe LLP


Richard Westenberger
Carter’s, Inc.

Tax Partner

PricewaterhouseCoopers, LLP

PROFESSIONAL

Ann Marie is a CPA and tax partner in the Chicago office of PricewaterhouseCoopers, LLP where she specializes in corporate taxation and accounting for income taxes.  Most recently, Ann Marie works with clients to get the most out of their tax functions through optimizing processes, utilizing human capital strategically, maximizing investments in technology and leveraging data for reporting and strategic tax decision making.  Ann Marie is a frequent speaker on tax accounting and technical topics, and has appeared on PwC webcasts on tax function operations and driving performance.

 

EDUCATION

Ann Marie achieved a Bachelors of Business Administration in Accountancy cum laude with a minor in Theology and a M.S. in Accountancy magna cum laude from the University of Notre Dame.

 

PROFESSIONAL AFFILIATIONS

She currently serves on Notre Dame’s Accountancy Department Advisory Board and teaches a course, Accounting for Income Taxes, in Notre Dame’s M.S. in Accountancy program.

 

PERSONAL

Outside of work, Ann Marie enjoys travel, golf and other outdoor fun, all things Notre Dame and spending time with her extended family.  She is also a sacristan, lector and Eucharistic minister in her parish, Immaculate Conception and St. Joseph, on the Near North side of Chicago.

 

BACK TO PROFILES

Chief Accounting Officer

BACK TO PROFILES

Professor of Law

University of Notre Dame

BACK TO PROFILES

Managing Director in Deals

PricewaterhouseCoopers, LLP

BACK TO PROFILES

Partner, Accounting Principles Group

CPA (Illinois)

Grant Thornton LLP

PROFESSIONAL

Ryan is a partner in Grant Thornton’s Accounting Principles Group. He began his career in Grant Thornton’s Chicago audit practice and currently works in the firm’s national office, helping audit teams resolve technical accounting issues in areas including leases, debt and equity transactions, and derivatives and hedging.

EDUCATION

Ryan graduated from the University of Notre Dame with a BBA and MS in Accountancy, and is a member of the Accountancy Department’s Advisory Board.

PROFESSIONAL AFFILIATIONS

He is a CPA (Illinois) and a member of the AICPA and Illinois CPA Society, for which he has served as chairman of the Accounting Principles Committee.

PERSONAL

Ryan has given numerous presentations, and authored several publications, on a variety of accounting topics including leasing and debt and equity transactions.

BACK TO PROFILES

CPA-Tax Partner

Crowe LLP

PROFESSIONAL

Mr. Brecht joined Crowe in 2006 and has worked extensively with private equity groups to provide tax services in a range of areas.  He has provided tax services including fund income tax compliance, mergers and acquisitions advice, and tax consulting.

Prior to joining Crowe he worked for Ernst & Young, LLP in Chicago, where he worked on tax compliance engagements for privately and publicly held companies. During his career, Mr. Brecht has focused on private equity groups investing primarily in the middle market including transaction advisory services, fund tax services and portfolio tax services.  He is part of the firm’s tax leadership group for delivering tax services to the private equity industry.  He has extensive experience in working with clients to optimize the tax impact of various exit structures.

EDUCATION

Master of Science, Accounting – University of Notre Dame ‘02

Bachelor of Business Administration – University of Notre Dame ’01

Certified Public Accountant, CPA

PROFESSIONAL AFFILIATIONS

American Institute of Certified Public Accountants

Indiana CPA Society

PERSONAL

Part of the local community and proudly married to Christina Brecht (Tatay), who I met while at Notre Dame. We are parents to our wonderful daughter, Elisabeth (age 7). Past President and Treasurer of the Notre Dame Club of St. Joseph Valley. Avid golfer.

BACK TO PROFILES

Chairman & CEO

Burke America

PROFESSIONAL

Bob is the Founder and Chairman of Ladder Up, one of the country’s largest financial services companies for the working poor. Bob also founded Burke America, a Chicago-based private holding company that owns and operates technology-enabled parts solution businesses. Bob was awarded the Chicagoan of the Year by Chicago magazine in 2012 and is an active member of the Young Presidents Organization.

EDUCATION

Harvard Business School MBA

University of Notre Dame BBA

PROFESSIONAL AFFILIATIONS

Young Presidents Organization (YPO)

Catholic Charities

BACK TO PROFILES

Managing Director

Deloitte

PROFESSIONAL

Stacey Cloutier is the Lead Talent Director serving the Deloitte Advisory business.   She is responsible for the strategy and delivery of Talent services for 15,000 professionals.  She leads a team of Talent professionals, connects with all facets of the Talent and business organizations, and is a member of Deloitte’s National Talent Leadership team.

Stacey brings over 25 years of experience including providing audit services for external clients, serving as the Director of MBA Career Development at the University of Notre Dame and holding various Talent leadership roles. She has a diverse toolkit of talent-related competencies including Acquisition, Performance Management, Off-shoring, Strategy & Communications, Resource Management, Inclusion, and Career Planning & Development.

EDUCATION

Stacey holds a BBA in Accounting from the University of Notre Dame.

PROFESSIONAL AFFILIATIONS

Stacey has served on the Board of the Junior League of South Bend, is an instructor for the Human Resources Certification Institute, and is the Lead University Partner for the firmwide relationship with the University of Notre Dame.

PERSONAL

She resides in Granger, Indiana with her husband David

BACK TO PROFILES

Partner

Ernst & Young LLP

BACK TO PROFILES

Partner

Ernst & Young LLP

BACK TO PROFILES

Timothy (Tim) Gray

Chairman Emeritus

Ryan Companies US, Inc.

BACK TO PROFILES

Kenneth (Ken) M. Haffey

Partner-in-Charge, National Mergers & Acquisitions

Marcum, LLP

PROFESSIONAL

Ken is a Partner in Marcum’s Advisory & Consulting Services Group with over 30 years of experience in the public accounting profession. Ken serves as the engagement partner on many of the firm’s audit and tax engagements and has overall responsibility for client service to ensure our services are delivered accurately, timely and on budget.

EDUCATION

Bachelor of Business Administration – Accounting

University of Notre Dame

Master of Business Administration, With Distinction – Finance and Accounting

DePaul University

Additional post-graduate coursework – Accounting

Northwestern University

PROFESSIONAL AFFILIATIONS

AICPA / OSCPA / NACVA / EPI/ CGMA

PERSONAL

Married, 2 children

BACK TO PROFILES

Managing Director, Global Head of Internal Audit

R.J. O’Brien

PROFESSIONAL

Bill Harrington serves as the global leader of the Internal Audit function at R.J. O’Brien (RJO) in Chicago.  RJO is the oldest and largest independent Futures Commission Merchant (FCM) in the US, and it is the only remaining original member of the Chicago Mercantile Exchange.  The company has global locations in London, Paris, Dubai, Beijing, Hong Kong, and Toronto.

Prior to this role, Bill was in professional services for over twenty-five years serving financial services clients from both an audit and consulting perspective as a Partner at PwC in their Risk Assurance practice and as a Partner at FGMK, LLC in their Risk & Controls practice.

EDUCATION

Bill has a B.S. from the University of Illinois and an MBA from the University of Notre Dame. 

PROFESSIONAL AFFILIATIONS

Bill has been involved with the Information Systems Audit and Control Association (ISACA) in Chicago, having served on their Board of Directors as a Program Director, Vice-President and President.  He has also served on the Board of Directors for the Chicago Chapter of the Risk Management Association (RMA).

PERSONAL

Bill and his wife Becky live in Orland Park, Illinois and have three children – Rachel, Matthew, and Adam.

BACK TO PROFILES

Partner

Deloitte LLP

PROFESSIONAL

James Jaeger is a senior partner in the US Global Office and serves both national and regional clients. James has been with Deloitte for more than 39 years and has previously served as managing partner for US Global, US national managing partner for Talent, deputy national Tax managing partner, Clients & Markets, deputy national Tax managing partner, Tax service lines, regional Tax managing partner, Pacific Southwest office, and Tax managing partner, Orange County.

In previous roles, James served on the Operating committee for the Deloitte US Firms, the Americas Executive committee, and the board of directors for the Deloitte Foundation. He has also served twice on the US Firms Nominating committee.

James is passionate about client service, principle centered leadership, and the development of leadership capabilities in Deloitte professionals. James is actively involved with the Deloitte US Firms relationship with a number of strategic universities including the University of Notre Dame.

EDUCATION

James is a graduate of the University of Notre Dame with a BA in Business Administration.

PROFESSIONAL AFFILIATIONS

James is a Certified Public Accountant and is also a member of the AICPA.

PERSONAL

James resides in Nevada with his wife Michelle.  He has three adult daughters, Madeline, Claire Rose and Bailey.  Madeline is a graduate from Georgetown University and Claire Rose and Baily are both graduates of the University of Notre Dame.

BACK TO PROFILES

Christina Kaminski

Managing Director, Audit

PROFESSIONAL

Christina Kaminski is a Managing Director in the Audit practice at KPMG. In addition to serving clients in the real estate sector, she currently leads the strategy and design of centralized services in Audit.

EDUCATION

BA, Accountancy from ND (2008) MSA, Financial reporting from ND (2009)

PROFESSIONAL AFFILIATIONS

AICPA, ICPAS, ALPFA

PERSONAL

Christina met her husband (Mike) in the Notre Dame MSA program.  They reside in Riverside, Illinois and have two young daughters (Natalie and Isabel).

BACK TO PROFILES

Partner, Financial Services-Banking & Finance

KPMG LLP

PROFESSIONAL

John specializes in accounting and auditing for large, multinational commercial and investment banks as well as consumer finance businesses.   John is an Audit partner in KPMG’s national office, its Department of Professional Practice in New York, the firm’s technical advisory group serving its clients and personnel in the areas of accounting, regulatory and auditing issues.  His focus has been on the development of tools, training and guidance to assist engagement teams in the execution of our audits.  Such work has been primarily focused on our banking clients and internal control over financial reporting in the areas of the allowance for loan losses, fair value measurements, and other areas of accounting estimates.  John is also an Engagement Quality Concurring Review (EQCR) partner serving a number of public company audit client across the US.  Lastly, John is the Advisory Service Line Risk Management Partner overseeing much of the non-IT attestation work performed by the firm’s advisory practice, principally our securitization agreed upon procedures and Regulation AB work.

EDUCATION

University of Notre Dame, BBA degree, accountancy

Licensed CPA, California, Connecticut, Illinois, Michigan, New York, and New Jersey

PROFESSIONAL AFFILIATIONS

John is a member of the American Institute of Certified Public Accountants.

John is a member of the Society of Certified Public Accountants in New York, California,  and Illinois.

BACK TO PROFILES

Deals Director

PricewaterhouseCoopers, LLP

PROFESSIONAL

Jessica is a Director in the Deals Practice at PwC focusing on Capital Markets and Accounting Advisory Services having more than nine years of experience in the financial services industry across a range of sectors including insurance and reinsurance companies (both in P&C  and life/annuities), hedge funds, mutual funds, broker-dealers, private equity funds, and hedge fund of funds.  Prior to joining the Capital Markets and Accounting Advisory services group in Chicago, Jessica spent three years in the Chicago Financial Services audit practice providing audit and accounting advisory services to property and casualty and life insurers and hedge fund managers.

Jessica specializes in technical accounting and financial reporting knowledge including:  accounting for insurance contracts under US GAAP and IFRS (including LDTI and IFRS 17), consolidation, divestiture accounting, derivative accounting, principles of revenue recognition, investment accounting, segment reporting, the SEC registration process, pro forma financial statements and other various financial reporting considerations.

Jessica has worked on SEC registration/listing projects for domestic and foreign private issuers, purchase GAAP projects, carveout/divestitures projects, GAAP and IFRS conversions, and various financial reporting and transaction advisory engagements across both financial services and non-financial services industries.

EDUCATION

CPA – Certified Public Accountant

Master of Accountancy, University of Notre Dame

Bachelor of Arts, Accounting, University of Notre Dame

PROFESSIONAL AFFILIATIONS

Member of American Institute of Certified Public Accountants, Illinois CPA Society

BACK TO PROFILES

Chief Financial Officer

Merit Energy Company

PROFESSIONAL

Ann Mennel serves as the CFO for Merit and is directly responsible for the Treasury, Accounting, Tax and Technology functions.  Prior to this role, Ann was the Treasurer of Merit Energy and also acted as Manager of Merit’s Investor Relations group in which she was instrumental in raising over $2.6 billion in our partnerships.  Ann started her career at Merit in our Treasury Group as Treasury & Risk Manager.  In this role, she handled cash management, credit facilities and banking relationships, and risk management programs including commodity and interest rate derivatives.  Ann joined Merit in 2004 after working at Arthur Andersen in the Energy Trading Consulting National Practice.

EDUCATION

Ann received her B.B.A. and Masters of Science in Accounting from the University of Notre Dame in 1999.  She earned the Chartered Financial Analyst (CFA) designation in 2009 and is also a Certified Public Accountant (CPA) in the state of Texas.

PROFESSIONAL AFFILIATIONS

CPA (State of Texas), CFA

PERSONAL

Ann has two daughters, a freshman in high school and a fifth grader, and she enjoys volunteering with the National Charity League and at her daughters’ schools.

BACK TO PROFILES

Senior Manager, Consulting – Technology Risk

Ernst & Young LLP

PROFESSIONAL

Chantal is a Senior Manager in the Consulting practice of EY LLP (Ernst & Young LLP) with over eleven years of client-serving experience in both the Chicago and Phoenix markets. She has more than seven years of experience in providing IT audit, business internal audit, SSAE18 reporting, and 404 reporting for public and private companies in various industries. Chantal has two years of experience in the Assurance practice, assisting the Firm’s clients in financial statement year-end audits and quarterly reviews for both public and private companies. She provides value to clients by understanding their risk appetite and exposure, identifying areas of improvement in the internal control framework and providing leading practices to strengthen the environment with a US GAAP foundation.

Prior to rejoining EY in 2016, Chantal spent 2 years as a Manager of IT Internal Audit at Hyatt Hotels Corporation in Chicago, IL. Her focus included IT controls, data privacy and information security. She assisted with leading internal projects focused on IT risk from both a central and property-level perspective. Chantal is registered as a CPA in Arizona.

EDUCATION

Licensed CPA, Arizona

Master of Science in Accountancy – University of Notre Dame

Bachelor of Science in Business Administration, Accounting – University of Arizona

PROFESSIONAL AFFILIATIONS

Institute of Internal Auditors

AICPA

PERSONAL

Chantal Resides in Cave Creek, AZ with her husband and twin children. Outside of work she volunteers at St. Gabriel’s Catholic Church and does ballet.

BACK TO PROFILES

Associate VP for Finance & Controller

University of Notre Dame

PROFESSIONAL

Andrew (Drew) M. Paluf, a 1980 Notre Dame graduate, has been controller of the University since January 1997.  He was promoted to Associate Vice President for Finance in July 2010.

As associate vice president & controller, Mr. Paluf oversees seven University units – accounting & financial services, financial reporting & analysis, research and sponsored programs accounting, payroll, accounts payable, tax, and accounting operations – and is responsible for financial statement preparation and all accounting activities.  He is a current board member of the University of Notre Dame in England and is responsible for several leadership teams on campus involving University-wide initiatives.  The University of Notre Dame is currently ranked as one of the nation’s top twelve endowed institutions in the country.

Prior to returning to his alma mater, Mr. Paluf spent seven years in a variety of finance and corporate development positions with Ferro Corporation, a Cleveland-based manufacturer of specialty materials, including ceramics, chemicals and plastics, for industries worldwide.

Before joining Ferro, Mr. Paluf spent two years in corporate development with NACCO Industries and seven years in the Cleveland offices of Ernst & Young, both in their consulting and auditing practices.

EDUCATION

An accountancy major at Notre Dame, Mr. Paluf earned a masters of business administration degree from Indiana University in 1984 and has been a Certified Public Accountant since 1982.

PROFESSIONAL AFFILIATIONS

Currently, Mr. Paluf serves on the Financial Accounting Standards Board’s Non Profit Advisory Committee.  He had previously served as an ex-officio member of the American Institute for Certified Public Accountant’s Not for Profit Expert Panel. Mr. Paluf was recognized by NACUBO as the 2009 Daniel D Robinson Award winner for outstanding individual contributions to the field of College and University Accounting and Operations by his peers. In 2016, Mr. Paluf was given the Presidential Leadership Award by the University of Notre Dame.

BACK TO PROFILES

Managing Director, Deal Advisory and Strategy

KPMG LLP

PROFESSIONAL

Stephanie specializes in providing accounting advisory services to financial services clients specifically in the financial technology and travel, leisure and hospitality industries. Stephanie specializes in IPO readiness, integration and separation execution and planning, and technical accounting assistance. Prior to joining KPMG, Stephanie served as a Postgraduate Technical Assistant at the Financial Accounting Standards Board.

EDUCATION

Virginia Polytechnical Institute and State University, BS in Accounting and Information Systems

University of Notre Dame, Master of Accountancy

Licensed CPA in Virginia

PROFESSIONAL AFFILIATIONS

Stephanie is a member of the American Institute of Certified Public Accountants.

BACK TO PROFILES

Managing Director

Senior Vice President

Wintrust Wealth Services

PROFESSIONAL

Daniel F. Rahill is a managing director and senior vice president at Wintrust Wealth Services, where he works with clients to determine their financial objectives and develop strategies for their tax, estate, investment, philanthropic, and family capital needs. Dan works closely with shareholders and privately held businesses on mergers, acquisitions, divestitures, and succession planning. He also advises wealthy families on tax minimization, wealth preservation, and family office management.

Previously, Dan was with KPMG for 27 years, where he held numerous leadership roles, including tax managing partner of the Chicago Metro Business Unit and trustee of the KPMG Foundation. He served as the lead partner on many of KPMG’s high-profile multinational accounts, privately held companies, and family offices. Prior to KPMG, Dan practiced law in Chicago, specializing in tax and estate planning. He began his career in audit with Ernst & Young.

Dan frequently lectures to CPA societies, bar associations, family office organizations, trade and industry groups, and universities. He is often published and quoted in publications including Chicago Tribune, Crain’s Chicago Business, ABC7, Yahoo Finance, and the Illinois CPA Society’s Insight Magazine. Dan is a former chairman of the Illinois CPA Society and serves on three academic advisory boards and several nonprofit boards and committees.

EDUCATION

ND ’79, BBA Acct, DePaul Law: ‘85, DePaul Law LL.M. (taxation) ‘91

PROFESSIONAL AFFILIATIONS

AICPA National Council; Illinois President and Board Member, American Academy of Attorney-Certified Public Accountants; AICPA Tax Management Committee; IL CPA Society Foundation; Past Chairman IL CPA Society; University of Illinois Accountancy Board; NE I

PERSONAL

Still solvent (barely) after putting four sons through Notre Dame which was well worth it.

BACK TO PROFILES

CPA, Partner

Crowe LLP

PROFESSIONAL

Pete Ugo is an audit partner at Crowe LLP, which is the 9thlargest CPA firm in the county. He has 25 years of audit and consulting experience with Crowe and is the leader of the firm’s national not-for profit and higher education audit practice. He has spent his entire career working in the not-for-profit and higher education industries. His client base includes higher education institutions, foundations, cultural arts, trade and membership and other not-for-profit organizations. Pete is actively involved as a presenter at various national and state conferences related to the not-for-profit industry, chairs the steering committee for the AICPA’s Government and Not-for-Profit Conference and is a member of the AICPA’s Not-for-Profit Expert Panel.

EDUCATION

University of Notre Dame, BBA (Accountancy Major) – class of 1997

PROFESSIONAL AFFILIATIONS

Member of the AICPA and Indiana CPA Society

PERSONAL

Pete and his wife (Chris) live in Indianapolis and have four children – two daughters who attend Saint Mary’s College and two sons who are in high school and junior high.  Pete volunteers as a Board member at Cathedral High School in Indianapolis and Junior Achievement of Central Indiana.

BACK TO PROFILES

Executive VP & CFO

Carter’s, Inc.

PROFESSIONAL

Richard F. Westenberger joined Carter’s, Inc. in 2009 as Executive Vice President & Chief Financial Officer. Carter’s, Inc. is the largest branded marketer in North America of apparel and related products exclusively for babies and young children. The Company owns the Carter’s and OshKosh B’gosh brands, two of the most recognized brands in the marketplace. Mr. Westenberger’s responsibilities include management of the Company’s finance and information technology functions. Prior to joining the Company, Mr. Westenberger served as Vice President of Corporate Finance and Treasurer of Hewitt Associates, Inc. from 2006 to 2008. From 1996 to 2006, Mr. Westenberger held various senior financial management positions at Sears Holdings Corporation and its predecessor organization, Sears, Roebuck and Co., including Senior Vice President & Chief Financial Officer of Lands’ End, Inc., Vice President of Corporate Planning & Analysis, and Vice President of Investor Relations. Prior to Sears, Mr. Westenberger was with Kraft Foods, Inc. He began his career at Price Waterhouse LLP, a predecessor firm to PwC, and is a certified public accountant.

EDUCATION

M.B.A. Booth School of Business; University of Chicago

B.B.A., summa cum laude, University of Notre Dame (1990)

PROFESSIONAL AFFILIATIONS

AICPA; Illinois Society of CPAs; Atlanta CFO Roundtable Advisory Board; Notre Dame Accounting Advisory Board; Member, Advisory Board and past co-chair, Chicago Booth CFO Forum

PERSONAL

Personal information: Married (Betsy) with four children including Thomas, class of 2022

BACK TO PROFILES

Manager

Deloitte

PROFESSIONAL

I began working for Deloitte in Audit in 2010 where I served primarily investment management clients. In November of 2015 I took an internal role within Deloitte, Audit Finance Business Partner Manager, providing specialized finance-related services in support of the audit business leaders of the firm.

EDUCATION

BA from University of Notre Dame, 2009. MSA from University of Notre Dame, 2010.

PROFESSIONAL AFFILIATIONS

AICPA member

PERSONAL

My husband Dan and I have two daughters, Millie and Rosie.

BACK TO PROFILES