Kevin D. Schalk, CPA
Partner
*****.******@**********.***
Kevin Schalk, Partner, has been with Baker Tilly Virchow Krause, LLP
since 2006. Kevin has been serving financial institutions since 2000 with
significant emphasis on banking operations. Prior to joining Baker Tilly,
Kevin served financial institutions clients for several national accounting
firms.
Specific experience
Oversees cross-functional audit engagements for numerous financial
institution clients ranging in size from $100 million to $15 billion in assets.
Oversees numerous agreed upon procedures engagements specializing
in compliance with regulatory standards including, but not limited to,
Bank Secrecy Act, Anti-Money Laundering and compliance with the
Office of Foreign Assets Control Act.
Acts as a liaison between clients and their regulators as necessary to
ensure a comprehensive understanding of the state of the institution by
all interested parties.
Specializes in mortgage banking industry related issues including, but
not limited to, mortgage servicing rights, loan sales and securitizations,
loan servicing and compliance reporting.
Works with public and non-public financial service organizations to
implement control and compliance frameworks including Section 404 of
the Sarbanes-Oxley Act of 2002.
Experienced in SEC accounting matters and filings including initial public
offerings and subsequent stock offerings.
Experienced in accounting and advisory services associated with public
and private asset-backed securitizations.
Frequent presenter to numerous organizations on various accounting
and auditing topics.
Industry involvement
American Institute of Certified Public Accountants
Wisconsin Institute of Certified Public Accountants
Financial Managers Society - Wisconsin Chapter
Resume
Education
Carroll College
Bachelor of Arts in Accounting and Business Administration