CliftonLarsonAllen Executive and Leadership Team

James Kelly, the Chief Financial Officer at CliftonLarsonAllen, directs the financial strategy and fiscal operations of the firm. Overseeing all financial planning, budgeting, and reporting, Kelly ensures robust financial health and compliance. This leadership role involves managing investment strategies and optimizing resource allocation to support the company's growth objectives. By analyzing financial data, James Kelly provides critical insights that inform executive decision-making and drive operational efficiency across all departments. The Chief Financial Officer's responsibilities extend to risk management and ensuring the long-term financial stability of the organization, aligning fiscal activities with the broader business mission of providing accounting and tax services.

Todd Churchill, the Chief Financial Officer, Consulting For Ag Producers Processors & Industry For Ag, Food & Beverage Leader at CliftonLarsonAllen, spearheads financial advisory services for the agricultural sector. Churchill guides clients through complex financial landscapes, focusing on producers, processors, and industry stakeholders within the ag and food and beverage segments. This specialized role demands deep expertise in industry-specific financial challenges and opportunities. By developing tailored financial strategies, Todd Churchill enhances profitability and operational efficiency for agricultural businesses. The leadership position involves providing actionable insights on market trends, investment opportunities, and risk mitigation, ensuring clients achieve sustainable financial success and navigate the unique demands of the agribusiness ecosystem.

Jeanna Marko, the Chief Financial Officer, Biz Operations at CliftonLarsonAllen, manages the financial operations critical to the firm's business activities. Marko oversees the financial planning, analysis, and reporting functions that support day-to-day business operations and strategic initiatives. This executive position ensures that financial resources are effectively deployed to maximize operational performance and support the company's service delivery model. By implementing sound financial controls and driving process improvements, Jeanna Marko enhances the efficiency and effectiveness of business operations. The role involves close collaboration with various departments to align financial objectives with operational goals, contributing directly to the firm's overall success and client satisfaction.

Taylor Powell, the Chief Financial Officer, Consulting at CliftonLarsonAllen, leads financial strategy and oversight for the firm's consulting services. Powell directs financial planning, analysis, and reporting specifically tailored to the consulting division, ensuring its profitability and strategic alignment. This role involves evaluating new consulting opportunities and optimizing the financial structure of client engagements. By providing expert financial guidance, Taylor Powell supports the expansion and effectiveness of CliftonLarsonAllen's advisory offerings. The Chief Financial Officer's focus is on driving financial performance within the consulting arm, ensuring robust financial health and contributing to the overall strategic objectives of the firm through insightful financial management.

Sarah Gasch, the Principal and Consulting Chief Financial Officer at CliftonLarsonAllen, provides high-level financial leadership and strategic direction for consulting engagements. Gasch oversees the financial aspects of client projects, ensuring fiscal responsibility and optimal outcomes. This dual role as Principal and Consulting CFO requires a comprehensive understanding of both client needs and the firm's financial capabilities. By guiding financial strategy for consulting services, Sarah Gasch enhances client value and firm profitability. The position involves developing financial models, managing budgets, and offering expert advice to clients on their financial operations, thereby solidifying CliftonLarsonAllen's reputation for delivering impactful financial solutions.

Heidi Grinde, the Controller & Chief Financial Officer at CliftonLarsonAllen, manages the firm's accounting operations and financial oversight. Grinde ensures the accuracy and integrity of financial reporting, compliance with regulations, and effective internal controls. This comprehensive role combines the detailed responsibilities of a controller with the strategic financial leadership of a CFO. By optimizing accounting processes and financial systems, Heidi Grinde enhances operational efficiency and provides reliable financial data for decision-making. The leadership position is crucial for maintaining the financial health of the organization and supporting its strategic growth initiatives through meticulous financial management and reporting.

Paal Proeitz, the Chief Financial Officer, Caas at CliftonLarsonAllen, directs financial strategy and operations for the Client Accounting and Advisory Services (CAAS) division. Proeitz oversees the financial performance of CAAS, ensuring profitability and client satisfaction through effective financial management. This specialized role requires a deep understanding of the CAAS business model and its unique financial dynamics. By optimizing service delivery and financial processes within CAAS, Paal Proeitz drives operational excellence and supports the division's growth objectives. The Chief Financial Officer's leadership ensures that CAAS clients receive exceptional financial services while maintaining the firm's financial integrity and strategic goals.

Jacqueline Dodson, the Chief Financial Officer, Client Accounting & Advisory Services at CliftonLarsonAllen, leads the financial direction for the firm's client accounting and advisory services. Dodson manages the financial health and strategic growth of the CAAS division, ensuring optimal service delivery and client value. This role involves developing financial strategies that align with client needs and market demands within the accounting and advisory space. By enhancing operational efficiencies and financial controls within CAAS, Jacqueline Dodson contributes to the division's success and profitability. The Chief Financial Officer's expertise ensures that clients receive comprehensive financial support while the firm maintains its commitment to excellence and financial stewardship.

Kathleen Kizior, the Chief Financial Officer, Grants & Accounting Advisory at CliftonLarsonAllen, oversees the financial strategy for specialized grant management and accounting advisory services. Kizior directs financial planning and analysis for these critical service areas, ensuring compliance and fiscal responsibility for clients. This leadership position demands expertise in navigating the complexities of grant funding and specialized accounting practices. By optimizing financial operations and providing strategic guidance, Kathleen Kizior enhances the value delivered to clients seeking support in grants and accounting advisory. The Chief Financial Officer's focus is on driving financial success and ensuring the integrity of financial reporting for these niche services.

Michael Kubesh, the Director and BizOps Chief Financial Officer at CliftonLarsonAllen, provides financial leadership and operational oversight for business operations. Kubesh manages financial planning, budgeting, and analysis to support the firm's operational efficiency and strategic objectives. This role involves ensuring that financial resources are allocated effectively to drive business growth and enhance service delivery. By implementing robust financial controls and driving process improvements, Michael Kubesh strengthens the financial foundation of the firm's business operations. The Director and BizOps CFO's responsibilities are key to maintaining financial discipline and achieving operational excellence across the organization.