CAROL G. MURRAY, CPA, JD

Carol has more than 20 years of experience working in the accounting and legal profession and most recently the Wealth Management Department of a national bank. Recognizing her passion for assisting individuals, her practice has focused on estate, tax, wealth, philanthropic, and business succession planning for high net worth individuals and their families.

Carol’s professional experience uniquely positions her to assist family offices and their clients with the stewardship and deployment of family resources.

As Chief Operations Officer of the firm’s Private Family Office practice, Carol is responsible for ensuring prompt responsiveness from Schneider Downs inter-disciplinary service team. The team’s focus is on the provision of customized solutions and fewer transaction-like interactions. Her oversight of the integrated consultative team assures clients that Schneider Downs is thinking about the management of their financial affairs as a whole by harnessing extensive expertise on their behalf.

Education

J.D.—Duquesne University
B.S.—Accounting and Finance, Clarion University of Pennsylvania

Memberships and Associations

Member—American Institute of Certified Public Accountants
Member—Allegheny County Bar Association
Member—Allegheny County Bar Association Women in the Law Committee
Board Member—Pittsburgh I.C.E. (Inclusion Creates Diversity)
Committee Member—Austin’s Playroom Project
Member—Upper St. Clair School District Community Curriculum Committee
Past President—Upper St. Clair PTA Council

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Big Problem: Liquidity Issues For A Local Company.


Big Thinking: New Ways To Predict And Control Cash Flows.

Shareholder STACI BROGAN has more than 20 years of public accounting experience. Her areas of expertise include helping not-for-profit clients, publicly traded registrants, and clients with complex governance structures.
One of Staci’s clients was struggling with cash flow issues and wasn’t sure how to better manage their liquidity. But Staci’s team had an in-depth knowledge of the company and a clear understanding of their operations. Through detailed benchmarking of the company’s financial results as compared to their peers, a template was created to better project cash flows and positively impact key ratios. “In addition to benchmarking performance, we were able to provide the client with an analysis to evaluate a key contract,” Brogan said. “This allowed them to negotiate better terms for the organization which also helped with their liquidity.” 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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