Sierra Roy

Sierra Roy is a Manager based in the Ann Arbor office. She is a member of the firm’s Education Services Group and joined Yeo & Yeo in 2021.

Specializations

  • Assurance services with an emphasis on government entities, school districts, and non-profit organizations
  • Audit under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Mackenzie Doyle is a Manager based in the firm’s Alma office. She is a member of the Assurance Service Line. She joined Yeo & Yeo in 2021. 

Specializations

  • Assurance services with an emphasis on government entities, school districts, for-profit organizations, and employee retirement benefit plans
  • Audit under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: Understanding ERISA and Its Impact on Benefit Plan Audits

McKenzie Luria is a Manager in the Ann Arbor office. She is a member of the firm’s Assurance Service line. She joined Yeo & Yeo in 2023.

Specializations

  • Audits of nonprofit organizations
  • Audits of school districts
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Wittenberg University, Bachelor in Accounting & Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Founding member of Ann Arbor Women for Good
  • Volunteer for Ladywood Legacy group

Joey Winterstein is a Manager in the Saginaw office. He is a member of the firm’s Education Services Group. He joined Yeo & Yeo in 2019.

Specializations

  • Audits of school districts, nonprofit organizations and healthcare organizations
  • Audits under Government Auditing Standards
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Presentation: Speaker for “Auditing Michigan School Books” at the 2024 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
  • Presentation: Speaker for “Back to School: The Changing Audit Environment of Education” at the 2025 Michigan Association of Certified Public Accountants Governmental Accounting & Auditing Conference
  • Training: Internal instructor for trainings on auditing schools in the State of Michigan

Community Involvement

  • Saginaw Valley Zoological Society (Saginaw Children’s Zoo), Treasurer

Nicole Hammis is a Manager in the Saginaw office and she is a member of the firm’s Government Services Group. She specializes in audits of nonprofit and for-profit entities and has more than five years of experience in public accounting. 

Specializations

  • Audits for nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Saginaw Community Foundation Investment Committee, member
  • Saginaw County Young Professionals Network, member

David Berger is a Principal in the Troy office. He joined Yeo & Yeo on July 1, 2024, with the merger of Berger, Ghersi & LaDuke PLC serving as a Partner for over 40 years. Dave has vast expertise in public accounting, serving businesses in real estate, construction, manufacturing, medical, nonprofit, and closely held businesses as well as high net worth individuals.

Specializations

  • Estate tax audits
  • High net worth individual tax planning and preparation
  • Tax and financial preparation for businesses and individuals

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Arts in Accounting

Professional Membership

  • American Institute of CPAs
  • Michigan Association of CPAs

Kellen Riker is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Government Services Group. He joined Yeo & Yeo in 2018.

Specializations

  • Audits of for-profit businesses
  • Audits of governments
  • Audits of school districts
  • AI integration in audits and project management

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan – Flint, Bachelor of Business Administration in Accounting
  • University of Michigan – Flint, Master of Business Administration in Finance

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association, Technology Resource Committee

Publications/Seminars

  • Presentation: Internal speaker for training on the firm’s Career Advocacy Program
  • Presentation: Speaker on GASB 101 for the American Institute of Certified Public Accountants
  • Training: Internal instructor for training on governmental accounting for government entities

Community involvement

  • American Cancer Society Making Strides Against Breast Cancer, volunteer
  • Flushing Area Chamber of Commerce, participant in annual paczki eating contest
  • Special Olympics, volunteer
  • Yeo & Yeo Foundation, former Young Professionals Service Chair

Awards

  • MICPA Rising Star Award – 2024
  • Flint and Genesee Group, 40 Under 40 honoree – 2022
  • Spirit of Yeo Award, 2021, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Jordan Bohlinger is a Manager in the Flint office. He is a member of the Assurance Service Line and the firm’s Education Services Group. He joined Yeo & Yeo in 2017. 

Specializations

  • Audits of school districts
  • Audits of nonprofit organizations
  • Audits under Government Auditing Standards
  • Single audits and audits under 2 CFR 200
  • 990 Tax Returns

Professional Certifications and Education

  • Northwood University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials 

Publications/Seminars

  • Article: GASB 103 is Here: What It Means for K–12 School Districts’ MD&A and Beyond
  • Training: Internal instructor for training on governmental and school districts

Community Involvement

  • Bay Valley Academy Gymnastics Booster Club, treasurer 

Awards

  • Flint and Genesee Group, 40 Under 40 honoree – 2024

Christina LaVielle is a Manager in the Troy office. She is a member of the firm’s Government Services Group and Audit Services Group. She joined Yeo & Yeo in 2009. 

Specializations

  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200
  • Specialization in auditing of local governments, including cities, townships, counties, villages, libraries, and water districts

Education

  • Central Michigan University, Bachelor of Science in Professional Accountancy 

Professional Membership

  • Auburn Hills Chamber of Commerce
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Article: Prepare for Turnover and Unexpected Vacancies Now
  • Article: Choosing the Right Auditor for Your Government Entity
  • Article: Beware of These 3 Common Types of Unlawful Expenditures
  • Article: Common Capital Asset Reporting Issues Encountered by Municipalities
  • Training: Internal instructor for trainings related to governmental accounting and compliance requirements

Community Involvement

  • Auburn Hills Chamber of Commerce Ambassador
  • Auburn Hills Chambers of Commerce’s I Lead program graduate

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2024

Shannon Champagne is a Manager in the Saginaw office. She is a member of the firm’s Nonprofit Services Group and Audit Services Group. She joined Yeo & Yeo in 2018. 

Specializations

  • Audits for school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Grant Guidance (Single audits)
  • Nonprofit tax returns – Form 990

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Saginaw Valley State University, Bachelor in Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Presentation: Speaker on nonprofit board perspectives and financial responsibilities

Community Involvement

  • Saginaw Township Soccer Association, past board member
  • Saginaw Young Professionals Network, member
  • United Way of Saginaw County, board member

Jordan Hale is a Manager in the East Lansing office. He specializes in audits for nonprofits and real estate entities. He joined Yeo & Yeo in 2013.

Specializations

  • Audits on nonprofit organizations
  • Audits of real estate entities
  • Single audits under Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Michigan State University, Bachelor of Arts in Accounting
  • Michigan State University, Master of Science in Accounting
  • Not-for-Profit Certificate I – AICPA

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Community Involvement

  • Boys and Girls Club of Lansing, volunteer
  • Capital Area Humane Society, volunteer
  • Greater Lansing Food Bank, volunteer
  • Meals on Wheels, volunteer
  • Yeo & Yeo Foundation Board, treasurer

Sophia is a Manager with the Ann Arbor office. She is a member of Yeo & Yeo’s Audit Services Group. She joined the firm in 2015.

Specializations

  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of school districts

Professional Certifications and Education

  • Certified Public Accountant (CPA) – MI and NC
  • Eastern Michigan University, Bachelor of Science in Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Institute of Certified Public Accountants
  • North Carolina Association of Certified Public Accountants 

Publications/Seminars

  • Article: Michigan Unclaimed Property and Escheat Requirements
  • Training: Developed and conducted internal training on audit updates for school districts, nonprofit organizations, and businesses

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200
  • Training and development

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • eBook: What’s All the Fuss About Form 990?
  • eBook: Lobbying and Political Expenditures
  • eBook: Revenue Recognition for Nonprofits
  • eBook: Essential Nonprofit Policies
  • eBook: Functional Expense Allocation for Nonprofits After ASU 2016-14
  • Presentation: Speaker for “Assessing and Responding to Risks for NFPs” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “The Exception to the Rule: An Analysis of Single Audit Results” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Year-End Payroll: Payroll & Tax Returns (941), W-2s” at the Michigan School Business Officials Conference
  • Presentation: Speaker for “Deep Dive Into Form 990” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Form 990 Statement of Revenue” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “GAAP Alternatives for Nonprofits” at the Michigan Association of Certified Public Accountants CPE Mega Conference
  • Presentation: Speaker for “Facing the Topic 606 Challenge” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “A Nonprofit Accounting and Financial Reporting Update” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “New Accounting Standards for 2018” at the Michigan Society of Association Executives 2018 Operations Conference

Community Involvement

  • Boy Scout Troop 760, scoutmaster
  • Girl Scout Troop, co-leader
  • Midland High Music Parents Association, band representative & co-president

Awards

  • Spirit of Yeo Award, 2016, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

Daniel Beard is a Senior Manager in the Ann Arbor office. He is a member of the firm’s Government Services Group. He joined Yeo & Yeo in 2014.

Specializations

  • Audit and assurance services, with an emphasis on government entities, nonprofit organizations and for-profit companies
  • Audits under government auditing standards
  • Single audits and audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Eastern Michigan University, Bachelor of Business Administration
  • Eastern Michigan University, Master of Science in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association

Publications/Seminars

  • Article: Why Is the Auditor So Concerned With My Budget?
  • Article: GASB No. 101 Compensated Absences
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences

Community Involvement

  • Certified Tourism Ambassador in Washtenaw County
  • Leadership A2Y graduate, 2020

Timothy Crosson Jr. is a Principal in the Ann Arbor office. He is a member of the firm’s Education Services Group. Tim joined Yeo & Yeo in 2014 and has more than 15 years of audit and business consulting experience.

Specializations

  • Audit and assurance services for governmental units, school districts, nonprofit organizations and healthcare organizations
  • Audits under government auditing standards
  • Audits under Uniform Guidance (Single Audits)

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • University of Michigan-Dearborn, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan School Business Officials

Publications/Seminars

  • Article: How to Record Donated Personal Protective Equipment (PPE)
  • Article: Cybersecurity: 4 Tips to Reduce the Risk of Malware and Other Intruders at Your School District
  • Article: Summer Food Service Considerations
  • Article: Manage the Click Risk
  • Article: Vendor Fraud – Know the Warning Signs
  • Article: Nonprofits Can Register with AmazonSmile to Earn .5 Percent of Amazon Purchases
  • eBook: Functional Expense Allocation for Nonprofits After FASB ASU 2016-14

Community Involvement

  • The University of Michigan-Dearborn Alumni Association
  • Community Choice Credit Union, vice chairman of the board
  • Community Choice Foundation, vice chairman of the board
  • NuPath Community Credit Union, former board member

Michael Evrard began his career with Yeo & Yeo in 2010 and serves as a Principal in the Kalamazoo office. He is a member of the firm’s Audit Services Group, the Nonprofit Services Group, and the Education Services Group.

Specializations

  • Audits of 401(k) plans
  • Audits of for-profit companies
  • Audits of nonprofit organizations and Form 990 preparation
  • Audits of public school academies
  • Audits of school districts
  • Audits under government auditing standards
  • Single audits under Uniform Guidance (2 CFR 200)
  • Data extraction

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • AICPA Advanced Single Audit Certification
  • Central Michigan University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: 6 Tips for Effective Virtual Fundraisers
  • Article: Nonprofit Quick Tip: Voided Transactions
  • Article: 7 Tips for Nonprofit Budgeting During Uncertain Times
  • Article: New Federal Funding in 2020-2021 May Mean New Audit Considerations for Nonprofits
  • Article: Nonprofit Quick Tip: Monitoring Electronic Donations
  • Article: Nonprofit Internal Control Quick Tip: Property/Equipment Inventory
  • Article: How to Account for Verbal Promises to Give
  • Article: Unrelated Business Income Tax – Does It Affect Your Nonprofit Organization?
  • Article: Nonprofit Internal Control Quick Tip: IT Access
  • Article: 4 Ways to Track Donor Restrictions
  • Article: Receiving Donations from Network for Good
  • Article: Best Practices for Effective Board Packets
  • Article: Nonprofit Quick Tip: Document Retention Policy
  • Article: Questionable Solicitation Language Draws Huge Fine from Michigan Attorney General
  • Article: Do Your Part for Donors – IRS Substantiation Rules
  • Article: What Picture Are You Painting With Your Form 990?
  • eBook: Essential Nonprofit Policies — Create Policies That Support Your Organization and Mission
  • Presentation: Speaker for “How to Prepare for a Headache-Free Audit” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “Avoiding Common Audit Issues” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Understanding and Completing Your SEFA” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for “Accounting and Auditing Update” at the Michigan School Business Officials annual conference
  • Presentation: Speaker for “The MD&A – Who Cares, and How to Make Yours Meaningful” at the Southwest Michigan School Business Officials Conference
  • Presentation: Speaker for a six-hour training for Michigan entities receiving a specific federal grant, covering regulatory updates, accounting standards, best practices, and federal procurement standards
  • Presentation: Speaker for an association of nonprofit organizations in Michigan on board member responsibilities and education
  • Training: Internal instructor for Form 990 preparation training

Community Involvement

  • Family Promise of Genesee County, former treasurer
  • Genesee County Habitat for Humanity, former volunteer
  • Guys Who Give of Kalamazoo County
  • Leadership Genesee graduate
  • Mott College Accounting Advisory Committee, former member

Marisa Ahrens is a Principal in the Saginaw office. She is the leader of the firm’s Employee Benefit Plan Audit Services Group. She joined Yeo & Yeo in 2009.

Specializations

  • Specialization in Employee Benefit Plan Audits and Advisory services including defined contributions, 401(k) and 403(b) plan audits; employee stock ownership plan (ESOP) audits; internal controls; and efficiency consulting.
  • Audit and assurance services for retirement plans, for-profit companies and nonprofit organizations

Professional Certifications and Education

AICPA Advanced Defined Contribution Plans Audit Certificate
  • Certified Public Accountant
  • AICPA Advanced Defined Contribution Plans Audit Certificate
  • Saginaw Valley State University, Bachelor of Business Administration in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants

Publications/Seminars

  • Article: SECURE 2.0: Navigating the Key Provisions for Retirement Plans
  • Article: Ensuring Compliance with 401(k) Participant Disclosures: A Guide for Employers
  • Article: Does Your Employee Benefit Plan Need an Audit?
  • Article: Three Key Areas to Review in Your Employee Benefit Plan Document
  • Article: Maintaining and Retaining Employee Benefit Retirement Plan Records
  • Article: Department of Labor Announces Inflation Adjustments for ERISA-Related Penalties
  • Article: Understanding Retirement Plan Fees and Expenses
  • Presentation: Retirement Plan Audits, Michigan Community Action Conference
  • Presentation: MICPA EBP Annual Conference
  • Presentation: Internal Controls in Small and Medium-Sized Businesses, MICPA CPEconomy Event
  • Presentation: Applying COSO Standards in Small to Medium-Sized Enterprises, MICPA Spring Accounting & Auditing Conference
  • Training: Internal trainings on employee benefit plans

Community Involvement

  • Mid-Michigan Children’s Museum, treasurer
  • Saginaw County Business & Education Partnership, past treasurer (2015-2019)
  • St. Lorenz Church, treasurer

Michael Rolka is a Principal in the Troy office and serves in the Assurance Service Line. He leads the firm’s Government Services Group. Mike joined Yeo & Yeo in 2012.

Specializations

  • Annual Financial Statements for Cannabis companies following CRA regulations
  • Audits of governmental entities
  • Audits of school districts
  • Audits under Governmental Auditing Standards
  • Single audits Uniform Grant Guidance

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Emerging Leaders Academy graduate, 2025
  • Saginaw Valley State University, Bachelor of Professional Accountancy

Professional Membership

  • American Institute of Certified Public Accountants
  • Michigan Association of Certified Public Accountants
  • Michigan Government Finance Officers Association – Board of Directors and Standards Committee

Publications/Seminars

  • Article: 5 Common Mistakes in Cannabis AFS Reports—and How to Avoid Them
  • Article: Annual Financial Statement Requirements for Michigan Cannabis Businesses: Fiscal Year 2025 Update
  • Article: Navigating AFS Reporting for Cannabis Businesses
  • Article: GASB 87: Fundamental Changes in Lease Accounting for Governments
  • Article: Watch for These Commonly Missed Requirements to Improve State Compliance
  • Article: Does Your Municipality Really Need a Single Audit?
  • Article: GASB 84 and GASB 87 for Municipalities Webinar Offered
  • Article: Public Act 202 of 2017 – Uniform Assumption Requirements
  • Article: Is the Price Right? Management Must Assume Responsibility for Fair Value
  • Article: Management’s Discussion and Analysis – Does Yours Need a Facelift?
  • Article: Electronic Transactions – Are You Protected?
  • Podcast: Understanding GASB Statement No. 101, Compensated Absences
  • Presentation: Speaker for “Presenting Audit Results to the Board” at the 2019 Michigan Association of Certified Public Accountants Governmental Winter Conference
  • Webinar: An Abundance of Relief: Auditing Coronavirus State and Local Fiscal Recovery Funds
  • Webinar: Model Accounting: Compensated Absences

Community Involvement

  • Clinton River Watershed Council, finance committee
  • LEA Global Volunteer Week, volunteer
  • Special Olympics, volunteer

Awards

  • Auburn Hills Chamber of Commerce – Tomorrow’s 20 Award, May 2025

Jennifer Watkins is a Principal in the Flint office. She has extensive experience in providing audit services for nonprofit organizations and school districts, and is the Education Services Group leader. She is a frequent presenter at regional and statewide school and governmental accounting conferences and is a member of Michigan Department of Education Committees that provide accounting guidance for school districts. She joined the firm in 2006.

Specializations

  • Performing auditing and assurance services for governmental units, school districts and nonprofit organizations
  • Performing audits under Uniform Guidance (single audits) and audits under Government Auditing Standards

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Central Michigan University, Bachelor of Science in Business Administration

Professional Membership

  • American Institute of Certified Public Accountants
  • Association of School Business Officials (ASBO)
  • Michigan Association of Certified Public Accountants
  • Michigan Department of Education’s 1022 Committee
  • Michigan Department of Education’s Audit Referent Committee
  • Michigan School Business Officials (MSBO)
  • Various Regional School Business Official Organizations

Publications/Seminars

  • Article: Contractor or Employee? Understanding the Distinctions for School Districts
  • Article: Best Practices for School District Audits
  • Article: The ABCs of Your Single Audit
  • Article: GASB 84: Understanding the Statement to Implement Efficiently in Your School District
  • Article: Form 990 – Changes That Affect Nonprofit Organizations Now
  • Article: GASB 68 — Accounting and Financial Reporting for Pensions
  • Article: Two New Standards: GASBs 67 & 68
  • Article: GASB 68 for School Districts
  • Article: Current and Down the Pipe Changes – What Will GASB 63 & GASB 65 Change From Your Perspective
  • Article: I Love a Good Audit
  • Article: Meal Charging and Bad Debt Policies
  • Article: Guidance on 3% Refund for School Districts
  • Article: Highlights of Changes and MDE Updates in Response to COVID-19
  • Article: Coronavirus Relief Fund – Allowable Uses and Documentation Requirements for Schools
  • Article: Deciding to Implement GASB 84 – Now or Later?
  • Article: School Food Authorities: Common Issues and Findings Presentation
  • eBook: What School Districts Need to Know About GASB 96 Implementation
  • Presentation: MICPA Governmental Accounting Conferences
  • Presentation: MSBO conferences and trainings, including Annual Conference
  • Presentation: MASB annual conference
  • Presentation: SWMSBO annual conference
  • Presentation: various regional and local School Business Organizations
  • Webinar: GASB 84: Understanding the Statement to Implement Efficiently in Your School District

Community Involvement

  • Genesee County Habitat for Humanity
  • Genesee County Humane Society
  • Girl Scout, troop leader
  • Leadership Genesee
  • Powers Catholic High School, volunteer
  • St. Paul Lutheran Church School, board member
  • Swartz Creek Youth Cheer, coach
  • United Way of Genesee County
  • Whaley Children’s Center
  • Zonta Club of Flint, board of directors

Jamie Rivette is a Principal in the Saginaw office audit department. She leads the firm’s Assurance Service Line and is a member of the Government Services Group. She joined Yeo & Yeo in 1999 and is a member of the Yeo & Yeo Board of Directors.

Specializations

  • Assurance services for governmental units, school districts and not-for-profit organizations
  • Audits under government auditing standards
  • Single audits under 2 CFR 200

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Certified Government Financial Manager (CGFM)
  • Northwood University, Bachelors in Accounting

Professional Membership

  • American Institute of Certified Public Accountants
  • GFOA Certificate of Achievement for Excellence in Financial Reporting Program – Special Review Committee
  • Government Finance Officers Association
  • Michigan Association of Certified Public Accountants
  • Michigan Association of School Boards
  • Michigan Government Finance Officers Association – Accounting and Auditing Standards Committee
  • Michigan Government Finance Officers Association – Mentoring and Membership Committee
  • Michigan Government Finance Officers Association, past board member
  • Michigan Municipal Executives
  • Michigan Municipal League

Publications/Seminars

  • Article: Why Face-to-Face Meetings With Your Auditor Are Important
  • Article: Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: If You Report Fiduciary Funds, Expect Some Changes
  • Article: The Case for Internal Controls – Reducing Fraud in Government Entities Is Easier Than You May Think
  • Article: Career Advocacy for Women at Yeo & Yeo
  • Article: 5 Audit and Financial Statement Tips for Newly Elected Officials
  • Article: 5 Ways School Districts Work Smarter, Not Harder, When Preparing for Your Audit
  • Article: 5 Ways Municipalities Work Smarter, Not Harder, When Preparing for an Audit
  • Article: 3 Ways That Internal Controls Can Increase Efficiency
  • Article: Municipalities — Are Your Security Systems and Employees Prepared to Fight Off Potential Hackers?
  • Article: Analytical Procedures Can Help Make Your Audit More Efficient
  • eBook: What Governments Need to Know About GASB 96 Implementation
  • Presentation: GASB Update — presented to the Michigan Townships Association
  • Presentation: GASB 68 — presented in-house and to municipality clients
  • Presentation: Basic Governmental Auditing — presented at MICPA conference
  • Presentation: Internal Controls – Cash Handling — presented to local school districts
  • Presentation: Is Your Audit Paperwork up to Snuff? — presented at MICPA conference
  • Presentation: Embracing GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Fraud Risks and Why Internal Controls are Important — presented at MICPA conferences
  • Presentation: Preparing for a Headache-Free Audit — presented at Michigan Municipal Executives and the Michigan Government Finance Officers Association
  • Presentation: First Pensions, Now OPEB: What School Districts Need to Know About GASB 74 & 75 — presented at MICPA conferences
  • Presentation: Enterprise Fund Accounting Issues — presented at Michigan Government Finance Officers Association
  • Presentation: Creating Impactful Presentations — presented at MICPA conference
  • Podcasts: Single Audits for Government Entities
  • Training: Fraud and Prevention in Local Governments — developed in-house

Community Involvement

  • Girls on the Run, past volunteer coach
  • Hemlock Middle School Cross Country, past assistant coach
  • Hemlock School Board of Education, treasurer
  • Hemlock/Ling Elementary Parent Teacher Organization, past treasurer
  • Junior League Community Advisory Board

Awards

  • Michigan Association of Certified Public Accountants’ Women to Watch – Experienced Leader Award – 2019