STACI L. BROGAN CPA

Staci has over 20 years of public accounting experience, including 10 with an international firm. She is currently practice leader of the Schneider Downs Accounting, Assurance and Advisory Services Department. She has devoted her career to serving tax-exempt clients specializing in the not-for-profit (human services, economic development, arts and cultural, and religious organizations), higher education, and healthcare sectors. In addition, her areas of expertise include serving clients with complex governance structures and those who participate in the public markets. She has extensive experience serving publicly traded registrants that qualify as smaller reporting companies as well as accelerated filers. Her experience includes conducting integrated audits, quarterly reviews, public offerings and related comfort letter procedures. From start-ups to well-established companies, Staci provides exceptional client service through technical advisory, accounting and assurance services to her client base.

Staci serves a key role in the firm’s quality control and risk assessment process. She is the Director of Technical Matters for the firm and, as Assurance and Advisory chair, she leads the firm’s Assurance Technical Advisory Committee (ATAC), which is the governing body of the practice. In addition, she is a member of the Higher Education Industry Group, and leads the firm’s Not-for-Profit Industry Group and the SEC Practice Group.

She is a frequent speaker on technical accounting and governance matters.

Education

B.S.B.A. – Accounting, Duquesne University

Professional and Community Involvement

Member—American and Pennsylvania Institutes of Certified Public Accountants
Practice Unit Leader—Accounting Assurance and Advisory Services
Director of Technical Matters—Schneider Downs Assurance Technical Committee
Member—AICPA Not-for-Profit Section
Member—National, Eastern and Ohio Association of College and University Business Officers
Chair of the Board of Directors—Holy Family Institute

SHARE

What was the best advice you’ve ever received?
My Dad has always been great about giving me advice that is relevant no matter what I do. His favorite saying is “no matter what you do, do it well.”

What is the best or most interesting thing about your career?
I love my career because of all the wonderful people with whom I have the opportunity to work.

What was your first job?
I was a babysitter.

When you have an hour of free time, what do you like to do?
I have kids…don’t make me laugh (but they are my passion)

Our Thoughts On

FEATURED

Big Problem: New Accounting Methods For Significant Refunds.


Big Thinking: Seven Figure Tax Savings.

A part of Schneider Downs since 1988, JAY MEGLICH provides auditing and consulting services to a variety of businesses and tax-exempt organizations.
While speaking with a client, the conversation turned to tax reporting for retainages held under contract. Jay suggested the client have a follow up meeting with the tax team to look into this issue in more detail and review the overall method of reporting that was being used for income tax reporting purposes. After changing their accounting methods, we filed amended returns for open tax years and were able to get the client a significant refund on prior year’s returns. Plus, this new favorable reporting method was implemented going forward. “It’s always satisfying to help clients find new and unexpected savings,” Meglich said. “This client was then able to leverage the cash flow into financing that assisted them in expanding their operations and eventually to the purchase of a larger facility to continue their growth.” Schneider Downs provides Big Thinking and Personal Focus in delivering a variety of services for large and small businesses, both publicly and privately held, as well as nonprofit organizations, government entities and more. Through our commitment to thought leadership and knowledge management, we deliver the solutions our clients need with a personal commitment to service.

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