STACI L. BROGAN CPA

Staci has more than 25 years of public accounting experience, including 10 with an international firm. She is currently Managing Shareholder – Audit. She has devoted her career to serving tax-exempt clients specializing in the healthcare, not-for-profit (human services, economic development, arts and cultural, and religious organizations) and higher education sectors. In addition, her areas of expertise also include serving clients with complex governance structures and those who participate in the public markets.

From start-ups to well-established organizations, Staci provides exceptional client service through technical advisory, accounting and assurance services to her client base.

Additionally, Staci is a member of the firm’s Not-for-Profit Industry Group and is a frequent speaker on technical accounting and governance matters that impact not-for-profit organizations, including key policies, internal control assessments and adoption of new standards.

Education

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

Professional and Community Involvement

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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: Organization Severely Impacted By Covid-19.


Big Thinking: Identify And Claim Over $1.1m In Refundable Credits.

With over 14 years of experience, MATTHEW WERNER is a tax shareholder with expertise in serving public, private, and emerging global organizations. He has worked with domestic and global clients in numerous industries including transportation, manufacturing, technology, and healthcare.
During frequent communication throughout the pandemic, Matthew realized one of his clients was struggling with a significant drop in gross receipts. Matthew and his team continually monitor legislative tax changes and noticed previously excluded organizations that received PPP loans and were now also eligible for employee retention credits. “Once we noticed an area of opportunity related to the Employee Retention Credit, we were able to calculate the credit available while navigating PPP forgiveness to ensure maximizing both programs,” said Matthew. “In the end, we identified and claimed over $1 million in refundable credits and the clients were thrilled.” 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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