Council of Manufacturing Associations
Winter Leadership Conference
Rob Tracy
Principal-in-Charge, Manufacturing & Distribution

1/16/2014

CLAconnect.com

©2013 CliftonLarsonAllen LLP

©201...
• Top 10 Professional
Services Firm
• 3 distinct, but
integrated business
– Public Accounting &
Advisory
– Wealth Manageme...
4
©2013 CliftonLarsonAllen LLP
• Active within the
industry
• Serve the associations
and organizations that
support the industry
• Work alongside
industr...
©2013 CliftonLarsonAllen LLP

Nonprofit & Association Experience
• Serving more than 6,000 nonprofit organizations;
2,000 ...
• Developing dashboard reports
using both financial and
nonfinancial metrics for
management and governance
• Utilizing ass...
©2013 CliftonLarsonAllen LLP

What Makes CLA Different?

Our Focus is on
the people we serve

8
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CLAconnect

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©2013 CliftonLarsonAllen LLP

©2013 CliftonLarsonAllen LLP

Rob...
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CMA Sponosr CLAconnect

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  • CLA is a Professional Services Firm built around three distinctive but integrated businesses – public accounting/advisory, wealth advisory, outsourcingOur mission is to deliver “impactful interaction for success” by living our unique culture based on leadership, ownership & entrepreneurship
  • In order to give sound financial, tax, or business advice, we need to understand the industry dynamics specific to manufacturing. We do this by actively working within the industry, serving the associations and organizations that support the industry and working alongside industry leaders on key industry initiatives. Our specialized industry solutions provide quality insight and education in the areas of improving profitability, reducing risk, building  business value, and planning for succession.
  • CMA Sponosr CLAconnect

    1. 1. Council of Manufacturing Associations Winter Leadership Conference
    2. 2. Rob Tracy Principal-in-Charge, Manufacturing & Distribution 1/16/2014 CLAconnect.com ©2013 CliftonLarsonAllen LLP ©2013 CliftonLarsonAllen LLP Introduction to CliftonLarsonAllen
    3. 3. • Top 10 Professional Services Firm • 3 distinct, but integrated business – Public Accounting & Advisory – Wealth Management – Outsourcing • Serving over 4,000 manufacturers & 2,000 associations ©2013 CliftonLarsonAllen LLP Who is CliftonLarsonAllen (CLA)
    4. 4. 4 ©2013 CliftonLarsonAllen LLP
    5. 5. • Active within the industry • Serve the associations and organizations that support the industry • Work alongside industry leaders on key industry initiatives • Provide specialized Industry solutions ©2013 CliftonLarsonAllen LLP Manufacturing & Distribution Experience 5
    6. 6. ©2013 CliftonLarsonAllen LLP Nonprofit & Association Experience • Serving more than 6,000 nonprofit organizations; 2,000 are associations and membership-based organizations. • In-depth understanding of the distinct industry challenges : growing consolidation, regulations and time pressures. • Industry specialists understand the issues critical to trade associations and their related foundations, PACs, and other related organizations. 6
    7. 7. • Developing dashboard reports using both financial and nonfinancial metrics for management and governance • Utilizing association-specific benchmarking and trend analyses to make more informed decisions • Implementing best practices to increase operational effectiveness and efficiency • Helping Associations secure their mission for the future ©2013 CliftonLarsonAllen LLP Nonprofit & Association Experience Corporate Partner: American Society of Association Executives (ASAE) 7
    8. 8. ©2013 CliftonLarsonAllen LLP What Makes CLA Different? Our Focus is on the people we serve 8
    9. 9. twitter.com/ CLAconnect facebook.com/ cliftonlarsonallen ©2013 CliftonLarsonAllen LLP ©2013 CliftonLarsonAllen LLP Robert Tracy Principal-in-Charge, Manufacturing & Distribution Robert.Tracy@CLAconnect.com 612-376-4794 linkedin.com/company/ cliftonlarsonallen CLAconnect.com 9
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