- Masters in accountancy, DePaul University
- Bachelor of science, accountancy, DePaul University
Bill has served as a Chief Risk Officer, Chief Ethics Officer, General Auditor, board member, board chair, governance committee chair, and board advisor/consultant. Bill's advisory experience extends to all aspects of corporate governance, including: board operations, enterprise risk management (ERM), ethics, internal audit, and compliance.
Bill has significant expertise in the areas of integrative governance approaches, ERM systems, and risk-based internal audit programs. Bill has advised and consulted with boards and executive management teams on critical governance matters, and led the design, development and implementation of methodology, tools and processes for successful board governance, ERM and internal audit programs in complex/regulated companies. Specifically, Bill advises executive leaders and board directors on how to achieve the needed alignment and integration between board governance, strategy, risk management, and business monitoring/compliance systems to optimize business agility, navigation, and outcomes.
Prior to joining CliftonLarsonAllen, Bill founded Integrated Governance Solutions (IGS) in 2008, whose goal is to support achievement of a higher standard of board and risk governance. During this time Bill pioneered innovative solutions, diagnostic tools, and facilitative approaches that help boards and management teams govern, lead, and manage risk with excellence, alignment, and strategic precision. These solutions are leveraged to bring an innovative, measurable, and differentiated approach to serving CLA's clients.
Prior to starting IGS, Bill was the General Auditor and Chief Risk Officer at UnitedHealth Group from 2002 to 2008, where he designed, built, and oversaw a strategic and highly successful ERM program and reported to the Audit Committee of the board. In his role of General Auditor, Bill led the re-engineering of the internal audit function to a risk-based, value-added discipline within the organization.
Prior to joining UnitedHealth Group, Bill was a partner at Arthur Andersen, where he led the ERM and internal audit consulting practices and served clients across various industries.
Bill was in charge of the internal audit function at Kemper Financial Services from 1992 to 1994 and an audit manager with Ernst & Young from 1986 to 1992 in its financial services/information technology practice.
- Enterprise risk management
- Board governance and corporate risk governance
- Integrative governing systems (alignment of board, strategy, risk, and compliance)
- Risk-based internal audit functions
- Industry focus: Health Care, Financial Institutions, Nonprofit/Public Sector
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In the community
- Board Chair, The Laboure Society
- Board Member, Minnesota Adult & Teen Challenge