A member of FORVIS’ Financial Services Practice, Bert brings more than 20 years of experience to the clients he serves. He provides a wide range of accounting, audit, and consulting services. Bert works with financial institutions ranging in size from de novo banks to multibillion-dollar institutions.
In addition to his financial statement audit responsibilities, he leads FORVIS’ Community Bank Internal Audit Services Committee, which is responsible for the firm’s internal audit framework for financial institutions. He also leads the St. Louis office’s financial services consulting team, which provides strategic planning services, internal audit services, SOX and FDICIA consulting, internal audit risk assessments, asset liability management reviews, Automated Clearing House audits, and trust audits.
Bert facilitates quarterly CEO, CFO, and Operations & Technology forums and regularly speaks at national, state, and local industry conferences and has been interviewed on several podcasts. He also has written articles for FORVIS and for various national and state industry publications.
He is a 2000 graduate of Harding University, Searcy, Arkansas, with a B.S. degree in accounting.