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: A Not-for-profit Client Out Of 401(k) Compliance.


Big Thinking: Allowing More Contributions By Highly Paid Employees.

Shareholder JASON LUMPKIN serves as a Practice Unit Leader for SDAdvantage Retirement Solutions. He has more than 17 years of qualified retirement plan experience, primarily serving middle market, closely held businesses. His background includes plan design, documentation reporting, participant education, and ongoing administration for defined contribution plans, including employee stock ownership plans.
While working with one of our non profit clients, Jason’s team discovered that the organization was failing non-discrimination testing due to poor 401(k) participation among its employees. To address the issue, we recommended the implementation of a second retirement plan, a 403(b) plan, that would cover only the highly paid employees, allowing them to contribute the maximum amounts without concern for the limits imposed by the 401(k) plan’s non-discrimination testing. “These top employees were no longer constrained by the limits of the 401(k) plan testing results,” Jason said. “Plus, the organization no longer had to be concerned about the non-discrimination test. We also avoided implementing a “safe harbor” design in the 401(k) plan, which can result in costly employer contributions and vesting provisions that favor short-term employees.” 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.

Have a question? Ask us!

We’d love to hear from you. Drop us a note, and we’ll respond to you as quickly as possible.

Breached?

Every moment counts. For urgent requests, contact the Schneider Downs digital forensics and incident response team at 1-800-993-8937. For all other requests, please complete the form below.

"*" indicates required fields

This field is for validation purposes and should be left unchanged.