Accounting Advisory Board Members

After earning her BBA in Accounting and Business Pre-Law from OU and obtaining her CPA, Maddie began her career at Deloitte & Touche. During her tenure, she was responsible for overseeing audits for large public companies across various industries. Maddie played a key role in improving efficiency within audit processes, maintaining strong client satisfaction, and fostering a collaborative environment within her teams.

 

In 2023, Maddie transitioned to work at Three D Metals, Inc. Motivated by a desire to contribute to her family's business, she took responsibility for overseeing the Quality and Sustainability departments. Drawing on her audit expertise, she has streamlined internal processes and supported the company’s growth and long-term vision.

 

Maddie is actively involved with the Junior League of Cleveland (JLC), where she dedicates time to community service and leadership development. Through the JLC, she is committed to giving back to her community, supporting initiatives that empower women and improve lives.

Jeff is a trusted business and tax advisor for closely held businesses. Jeff advises clients in the technology, innovation, manufacturing, distribution, construction, real estate, services and car wash industries, specializing in proactive tax planning services.

 

Jeff consults with corporate entities and business owners to maximize after tax financial positions by utilizing strategic planning and appropriate tax credit, deduction, and deferral opportunities.

 

Outside of work, Jeff enjoys playing and attending sporting events throughout the US.

Since 2016, Amanda has spent her time with EY serving publicly traded and privately held clients across a variety of industries, including the retail, construction, mining, manufacturing, and services industries. In addition to her client work, Amanda is heavily involved in recruiting and facilitating trainings at EY. She is also involved in the community, serving on the Finance Committee of the Columbus Zoo & Aquarium and representing EY as the team captain for Pelotonia.

Finance manager with extensive experience in leading start-ups through large multi-national companies in all areas of internal and external financial reporting, including consolidations, international finance and XBRL reporting. Proven track record of success in financial management of acquisitions, SEC reporting, ERP implementation and upgrades, and Sarbanes Oxley internal control implementation and maintenance.

Paul Jones is an assurance partner at RSM US LLP serving private companies that are primarily private equity owned in the services and industrial industries. Paul has been in public accounting his entire professional career. Prior to attending Ohio University he served in the U.S Army. Paul has served on various boards in his community focused on eliminating youth homelessness and mental health issues. Paul and his wife, also an Ohio University alumni, have two boys, one which is currently attending Ohio University. In his spare time Paul enjoys being outside in nature or around his house, and is an avid cyclist.

Terri, my wife of 49 years and I have raised four children and now eight grandchildren. I have worked in public accounting most of my life. I obtained a Master of Business Administration and Master of Taxation from Capital University in Columbus.

Donny is an accountant by trade who has combined his passion for sustainability with his skills in accounting to become an expert in sustainability reporting. He has over 14 years of experience with financial and sustainability statement auditing, financial and sustainability reporting controls consulting, internal audit, and sustainability reporting consulting.

 

He resides in Columbus with his two boys and wife. As a proud graduate of Ohio University, he started his service on the Advisory Board in 2024 and looks forward to continuing to improve the education experience for students as the profession continues to grow and change.

Originally from and currently live in Plain City, OH. Graduated in 2011 as a double major in Accounting and Finance. Spent just a little over 2 years in public accounting with Plante Moran. Started working at Cardinal Health in Dublin, OH in 2013 and been in their accounting department since. I've been in and led various accounting teams across both our segments, intercompany COE, consolidations, and SEC Reporting.

Brendan graduated from Ohio University in 2007 with a BA in Accounting. He earned his MBA from Cleveland State University in 2008 and CPA license in 2010. From there he went on to work for Plante Moran PLLC (six years) and Oatey Co (four years), before moving on to Cleveland Gear Company & The Hellan Strainer Company where he has been for six years, with his current role as Controller. Brendan is a ten-year veteran of the Ohio Army National Guard. He resides in Solon, Ohio.

Nicole Popovski is a Senior Financial Analyst at Battelle Memorial Institute, headquartered in Columbus, Ohio. Battelle is a non-profit research and development organization serving a diverse range of clients from small startup companies to multinational corporations and government agencies. In Nicole’s current role, she manages the financial planning and analysis for Battelle’s national laboratory management and operations (NLMO) business. The NLMO business consists of nine national research laboratories managed and operated by Battelle for the U.S. Government including eight for the Department of Energy and one for the Department of Homeland Security. Nicole also oversees the financial planning and analysis of Battelle’s corporate information technology group. Prior to her role in finance, Nicole spent two years on Battelle’s Government Compliance team where she was exposed to Battelle’s disclosed cost accounting practices, incurred cost proposals, forward pricing and billing rates negotiations, and various government audits. Nicole’s first role at Battelle was in Corporate Accounting where she was responsible for Battelle’s financial consolidation and GAAP reporting, investment portfolio accounting, and pension accounting.

 

Prior to joining Battelle in 2016, Nicole started her career at Plante Moran auditing clients in the higher education and healthcare industries.

 

Nicole graduated from Ohio University in Athens, Ohio, with a Bachelor of Business Administration in Accounting and Business Pre-Law and a minor in Business Economics. She also holds her certified public accountant license.

Hi everyone! I'm Corey Porter, graduated in 2015 with a Bachelor's in Accounting, MIS, and Prelaw. I am CPA and spent a few years at PwC auditing financial service and utility companies before overseeing Nationwide's internal control environment for their NF and Investment companies. I am currently a financial reporting manager at Greif, Inc. in Delaware, OH, but most importantly, I am a proud Bobcat and alumni of OU's School of Accountancy. The Accounting faculty and staff had such a huge impact on my life and really helped me figure out where to go and what to do when I did not have much guidance. Now, as a member of the Advisory Council, I am excited to give something back to a school and group of people who have helped me so much. I like to spend my free time cooking, hiking, and going to concerts and music festivals. I also care a lot about our furry friends and sit on Columbus Humane's Board of Trustees. I currently live in Westerville with my partner Abby and two cats, Kitan and Kitten. I'll never turn down a Jackie O's beer or Union Street Diner quesadilla.

Past Vice Chairperson, Ohio U, College of Business Administration Society of Alumni and Friends, Past Vice Chairperson, Special Review Executive Committee, National Government Finance Officers Association (GFOA), Past President, Ohio U School of Accountancy Advisory Board

 

Small Cities Task Force, Governmental Accounting Standards Board (GASB) Service Efforts and Accomplishments Advisory Committee (GASB), GASB Subcommittee GASB Oversight Review Committee, Committee on Accounting, Auditing, and Financial Reporting, National GFOA, Board Member of Public Entities Pool of Ohio. Governor's Regional Economic Development Advisory Committee, Recipient of "Innovations in Government Finance Award" from Ohio GFOA, Public Official of the Year 1999 Governing Magazine, Outstanding Finance Manager of the Year Columbus Chapter AGA 2001, Lifetime Achievement Award Ohio GFOA 2001, Distinguished Local Government Leadership Award National AGA 2002, O U, Beta Alpha Psi, Accounting Alumnus in Industry Award, 2003, Auditor of State, Distinguished Service Award 2014, Member Omicron Delta Kappa

 

John Rosan is a partner in PwC’s risk organization and a global engagement partner for multiple clients namely in the financial services and aerospace and defense industries. John spent much of his career in PwC’s external audit practice. He has 25 years of experience at PwC and has a successful track record of providing advice and feedback to key stakeholders, particularly senior executives and boards of directors.

 

John is a recent graduate from the inaugural class of the National Medal of Honor Griffin Institute Flagship Experience, “Leading in the Moment.” He is also a graduate of the 2018 class of the FBI’s Citizens Academy, an outreach program of the FBI where participants learn the inner workings of sensitive areas of the Bureau. John is a member of the Ohio Society of CPAs, where he is a former executive board member, and the AICPA. John graduated Summa Cum Laude with a BBA in Accounting from Ohio University where he served as student government president and now serves on advisory boards to the Department of Accounting and College of Business.

I specialize in providing audit and consulting services to entities in the financial services and investment industry, including mutual funds, exchange-traded funds, hedge funds, business development companies, closed-end funds, closed-end interval funds, investment advisers and related service providers.

 

In addition to my client work, I am involved in the firm’s quality control, serving as a liaison between the firm and the PCAOB and helping the firm meet various regulatory requirements. I also lead the firm’s Global Investment Performance Standards (GIPS®) verification and performance examination practice and am well-versed in the technical requirements.

 

I also lead the Assurance Practice scheduling and staffing efforts for investment industry clients; I am actively involved in recruiting, staff development and retention; and am actively involved in a non-profit organization, Women in ETFs (Treasurer).

Danny leads Rea's Government Practice. He oversees the execution of audits as well as the growth and development of team members. He also participates in the firm's quality control process and new standards implementation. His clients span across the government, not-for-profit, and higher education industries. He is actively involved in Ohio GFOA, the Ohio Society of CPAs, and Central Ohio AGA. His hobbies include lifting weights, running, exploring state and local parks, and attending concerts.

I am a two time graduate of Ohio University! When I graduated from OU, I began my career at Crowe LLP and have been there ever since (over 20 years). I am an audit partner in Columbus, OH and am responsible for our banking practice in Ohio and Pennsylvania. I have had the opportunity to serve as an advisory board member for several years and always enjoy my time in Athens.

Since joining Fundrise in 2022, Lauren has served as Senior Director of Fund Accounting where she oversees fund administration for the public mutual and Regulation A funds, handling accounting, financial reporting, and regulatory compliance. Lauren has previously held leadership roles at Franklin Templeton (2021-2022) and Citi Fund Services (2019-2021), where she directed fund administration, audit coordination, and financial reporting and board reporting processes. While at Citi Fund Services, Lauren also served as Treasurer for the HSBC Funds and Assistant Treasurer for the ProFunds. Her background includes extensive audit experience in the investment management industry from her tenure at KPMG LLP (2009-2019). Lauren holds a B.A. in Accounting from Ohio University and is a licensed CPA in Ohio.

Amelia Tetelman is an active CPA living in Columbus, Ohio. She majored in Accounting and Business Pre-Law and started her career in public accounting at Crowe, auditing financial institutions. She continued her career as VP Controller at JPMorgan Chase ensuring compliance with firmwide policies and standards. She is excited to be on the Advisory Board to give back to the students and teachers, which have been a critical part of her career progression. Her hobbies include reading, traveling, and exploring Columbus with her family.

Parker Thompson is an Assistant Information Technology Auditor with the Ohio Auditor of State's Data and Information Technology (DITA) group. The DITA group is responsible for conducting internal control testing and data analytics of IT systems for financial audits of public entities as required by Ohio law. Prior to joining DITA in 2023, he worked as an Assistant Auditor conducting financial audits for the Auditor of State's Office since 2010.

Adam is a 2004 graduate of OHIO, where he earned a Bachelor of Business Administration with majors in accounting and management information systems.

 

Adam launched his career at KPMG LLP, one of the Big Four accounting firms. Over nine years in the firm's audit practice, he progressed to the role of Senior Manager. He then transitioned to Engineered Profiles, where he serves as Chief Financial Officer, overseeing accounting, human resources, and information technology functions.

 

Adam is a certified public accountant and in addition to serving on the Accountancy Advisory Council he is also a member of the Manufacturing Association of Plastic Processor’s Board of Directors.

Colleen Goetz is a licensed CPA working as a Tax manager at Moore Colson and has been a member of the board since 2022. Colleen graduated from Ohio University with a Bachelors of Business Administration in Accounting and Business Pre-Law in 2019. The following year, she graduated with a Master of Accountancy from Ohio University - making her a two-time Bobcat. While attending Ohio University, she was an officer and active participant in the accounting clubs: SOX 404 Fellows and Beta Alpha Psi. 

Noah is a 2020 OU graduate from Newark, Ohio. While at OU, he was a member of Beta Alpha Psi as well as the SOX Fellows. Upon graduation, he began his career in audit at Plante Moran and has worked at CBIZ as a member of its Corporate Finance team since 2022 in Cleveland, Ohio.