Bachelor of Science Degree in Business, Major in Accounting from the University of Minnesota Carlson School of Business
Heidi is the Chief Finance and Operating Officer of CLA. She partners with Internal Operations to ensure the firm is operating effective and also partners the internal finance team to prepare the monthly financial statements, process accounts receivables and payables, coordinate and facilitate the annual budgeting process and manage the banking relationships for the firm. Additionally, she collaborates with other enterprise business leaders on various special projects as directed by the executive management team to design, develop and implement initiatives that support the CLA's culture, strategies and desire to be an integrated wealth advisory, outsourcing and public accounting professional services firm that helps our clients succeed professionally and personally.
Heidi began her accounting career with CLA as an auditor in the healthcare industry. In 2015, Heidi transitioned to the Chief Financial Officer and became the COO/CFO in January 2021.