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Ann Casey
Retired from Madison Community Foundation
Professional Background
Ann Casey is a highly accomplished financial professional with extensive experience in accounting and taxation. With her unique blend of leadership, expertise, and commitment to community service, she has carved a niche for herself in the realm of finance. Her journey in the financial sector highlights a commitment to excellence, strategic thinking, and a passion for empowering others through effective financial management.
Ann began her esteemed career as a Senior Tax Manager at two prominent global firms—Ernst & Young and Grant Thornton LLP. In these roles, she honed her skills in tax strategy and compliance, working closely with a diverse clientele to navigate the complexities of tax regulations and financial reporting. Her depth of knowledge and attention to detail allowed her to provide tailored tax solutions that not only met but often exceeded client expectations. Ann's strategic insights into taxation have made her a trusted advisor to businesses facing intricate tax challenges.
After her successful tenure in public accounting, Ann transitioned to the nonprofit sector, where she took on the role of Vice President of Finance and Operations at the Madison Community Foundation. In this capacity, she leveraged her financial acumen to drive organizational efficiency and enhance operational effectiveness. Ann’s leadership was instrumental in guiding the foundation through periods of significant growth while ensuring that financial stewardship remained at the forefront of its mission. Her ability to align fiscal responsibility with the organization’s philanthropic goals has had a lasting impact on the community.
Education and Achievements
Ann's educational foundation was laid at the University of Wisconsin-Whitewater, where she earned her Bachelor of Business Administration (BBA) in Accounting. Her driven pursuit of knowledge led her to further enhance her qualifications with a Master of Accounting in Taxation from the University of Wisconsin-Madison. This rigorous academic training provided her with a solid footing in both accounting principles and advanced taxation strategies, enabling her to tackle complex financial challenges with confidence.
Throughout her career, Ann has maintained a strong commitment to ongoing professional development and community involvement. Her participation in various professional organizations and initiatives has not only kept her engaged with the latest trends in taxation and financial management but also allowed her to give back to her professional community. Ann’s dedication to lifelong learning and professional excellence demonstrates her belief in the importance of staying at the forefront of her field.
Achievements
Ann Casey's extensive career is marked by numerous achievements that underscore her exceptional capabilities in finance and taxation. As a Senior Tax Manager, she played a pivotal role in shaping tax strategies that have been integral to the success of the organizations she served. Her innovative approach to tax planning has often resulted in substantial tax savings for her clients, illustrating her ability to see potential where others may overlook it.
In her role at the Madison Community Foundation, Ann was vital in establishing key financial frameworks that supported the foundation's mission and amplified its impact within the community. Her leadership contributed to the successful management of large endowment funds and grant-making initiatives, directly benefiting numerous community programs and services.
Through her career transitions from public accounting to nonprofit leadership, Ann has demonstrated an unwavering commitment to excellence, strategic vision, and passionate service to both her clients and the community. She continues to be a respected figure within the financial industry and an advocate for sound financial practices in both the corporate and nonprofit sectors.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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