AICPA ABV Regional Champion at American Institute of Certified Public Accountants (AICPA)
📍 De Pere, Wisconsin, United States
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Behavioral and communication patterns including decision style, collaboration cues, motivation drivers, and how this person prefers to be approached.
Business priorities, relationship-building signals, and practical recommendations to improve conversion quality and first-touch engagement.
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Experience
36 Years
Current Role
AICPA ABV Regional Champion
Location
De Pere, Wisconsin, United States
Personality Overview
How Lisa shows up
Amiable & Agreeable
Consensus Focused
Non-Confrontational
They are more about building relationships than just cutting deals. They agree with others often, so exercise caution when relying on their word. Unlike D or C types, they are convinced more by stories and testimonials.
Priorities
Topics Lisa cares about
Strategic Priorities
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Career
Work history
1-2025
AICPA ABV Regional Champion
American Institute of Certified Public Accountants (AICPA)
3-2023
Partner, Valuation and Transaction Services
Hawkins Ash CPAs
12-2019
Instructor - AICPA Business Valuation School
AICPA
6-2014 - 2-2023
Partner, Valuation, M&A, and Transaction Services
Wipfli LLP
10-2010 - 5-2014
Director, Business Valuation and Transaction Support
Influence (I) reflects the degree to which a person prefers to work by influencing or persuading others. Those scoring high tend to be people oriented, motivated by social recognition and building relationships.
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