Overview
Rick serves as CLA’s Managing Principal of Transformation, where he leads the firm’s enterprise-wide strategy to evolve how services are delivered. His work focuses on aligning people, processes, and technology to create valuable and innovative client experiences, all anchored in our promise to know and help our clients. By advancing AI adoption, workflow automation, digital platforms, data strategy, and operational excellence, CLA ensures these capabilities translate into value for our clients including personalized insights, fast and transparent delivery, and a consistent and proactive experience for clients. With a background in assurance and consulting, Rick brings a practical, service-driven perspective to transformation.
Education
Bachelor of Business Administration, Accounting, University of Wisconsin Whitewater
In the community
Board Member at CLA Foundation