Brian is a Principal in CLA’s Specialized Advisory Services practice. Brian has more than 20 years of professional experience in providing internal audit (business process and IT) and risk management consultative services in a wide range of industries. Over 10 of these years were spent in the Enterprise Risk Services Group at Deloitte. His experience includes managing internal control and internal audit consulting services, enterprise-wide risk assessments, process design, and documentation engagements.

Experience serving clients and technical experience

Brian has significant experience in effectively coordinating and directing complex projects ensuring completion with strict regard for client specifications, time and budgetary constraints, and the development of numerous risk services offerings including:

• Internal audit including information technology, financial, and operational audits as published by COSO.
• Developed procedures for the evaluation of information technology controls in support of a financial audit and service organization reporting.
• Operational, financial, information technology and compliance assessments.
• Enterprise-wide risk assessments.
• Application of the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing (Standards).
• Current state assessments, including inefficiency and process improvement identification.
• Sarbanes Oxley (SOX) compliance engagements.
• IT general control reviews.
• Application of Control Objectives for Information and Related Technology (COBIT) guidelines as published by the Information Systems Audit and Control Association (ISACA). 
• Facilitation of workshops.
• Speaks at various conferences and professional organizations across the country educating professionals on the topics of internal audit and risk management.

Education and professional involvement

• Bachelor of science – accounting and business administration, University of St. Thomas in St. Paul, MN
• American Institute of Certified Public Accountants (AICPA)
• Information Systems Audit and Control Association (ISACA)
• Institute of Internal Auditors (IIA)

Jake is a Principal in CLA’s Specialized Advisory Services practice. A proven strategic leader of Audit and Finance teams, his experience includes interaction with Executive-level management and Board of Directors, knowledge of internal audit, Sarbanes-Oxley regulations, accounting and audit principles, and risk-based audit methodology and risk assessments.  This experience, in addition to his strong communication and business partnering skills, along with the ability to apply sound reasoning and professional judgment, add strategic value to his consulting engagements.

Technical experience

Jake’s experience includes managing multiple projects, outsourced and co-sourced internal auditing, business continuity assessments, enterprise risk management processes, process design assessment for purposes of identifying process inefficiencies, operational improvements, process solutions, and implementation for those solutions across the College. Specific experience includes, but is not limited to, the following:

• Enterprise-wide risk assessments and internal audit, including information technology, financial, and operational audits.
• Internal audit including information technology, financial, and operational audits as published by the IIA.
• Application of the Institute of Internal Auditors (IIA) International Standards for the Professional Practice of Internal Auditing (Standards).
• Current state assessments, including inefficiency and process improvement identification.
• Future state design and process reengineering and implementation.
• Sarbanes Oxley (SOX) compliance engagements across a wide-variety of industries.
• Application of Control Objectives for Information and Related Technology (COBIT) guidelines as published by the Information Systems Audit and Control Association (ISACA).

Education and professional involvement

• Bachelor of Business Administration, Accounting Major, Baylor University—Waco, TX
• Master of Accountancy, Baylor University—Waco, TX
• Certified Public Accountant (CPA) in the state Minnesota