[Company Logo Image]  Zeigler Associates, Ltd.

507 Apache Trail

Lake Villa, IL  60046-7301

Phn:(847) 265-8215; Fax:(847) 265-8257; Mbl: (847) 812-3182
Principal's Dossier
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Principal's Dossier Mark J Schukas Gloria Moats Sue Findley

DOSSIER
William W Zeigler, CPA (IL and WI)

EMPLOYMENT EXPERIENCE Aug 89 to Present - Zeigler Associates Ltd., CPAs - Principal and Owner
Computer and Accounting Information and Systems Consulting, Application Development, Financial Management Consulting; Accumulation of all past duties.

Jul 91 to Aug 93 - P & P Consultants, Inc. - Chief Financial and Operating Officer
Assist CEO and President in all management and financial affairs of the environmental remediation Company. Represent the Company and its management in its legal, insurance, personnel and internal policy affairs; counsel the owner in his personal financial and family owned business issues. Established first automated accounting system and network of the Company; tripled financing capacity; designed and established job costing system; established in-house government reporting compliance capability; increased available recovery for Clients by new technique in State Reimbursement applications; extended cash requirements by recognizing and using available vendor terms

Jul 89 to Jul 91 - Lake County Grading Co, Inc - Chief Systems Officer Management Information
Manage installation of and support automated accounting systems in all the Company's Divisions and their information network using micro based multi-user systems in XENIX, Novell and Windows/DOS based multi-user and -tasking applications; establish job descriptions and office operation systems to maintain management control and Company compliance with safety requirement; assist in the strategic planning and coordination discussion of the Divisions involving Contracting, Restaurant/Banquet and Golf Course County Club industries generating $80 million with 500 employees.

May 79 to Jul 89 - Wm. Zeigler & Son, Inc. & Land O' Lakes Supply Co., Inc.
  Jun 86; Elected President and Chairman of the Board - Land O' Lakes Supply Co., Inc.
  Apr 83; Elected President and Chairman of the Board - Wm. Zeigler & Son, Inc.
  May 79; Elected Treasurer of Both Companies
Maintain financial underwriting, corporate image and representation, personnel management, computer system design and implementation. Extensive experience these and other matters including in legal issues; debt restructuring and financing sources; corporate planning and department coordination for $12 million, 120 employee business.

Oct 77 to May 79 - McMillan Ferguson & Company CPAs - Staff tax accountant
Tax compliance and planning; financial planning; forecasting and statement preparation; clients' accounting system development and control.

Jan 77 to Oct 77 - (Deloitte,) Haskins & Sells - Comparer/Prover
  Full Time, summer; Part Time, while at Rice University
Proof, foot and assemble financial report, comfort letter, management advisory proposal and other office documents; update and issue Audit Practice and Office Manuals; shred old/confidential items; office procedure organization.

May 74 to Aug 75 - Lake Forest Hospital - Asst. Technician, Respiratory Therapy
Administer patient breathing treatments and make rounds (check O2, humidifiers, ventilation equipment); clean equipment; prepare charging slips; deliver needed equipment & supplies to various hospital departments.

EDUCATION

Continuous - Licensed to practice Accounting (CPA) in Wisconsin and Illinois.

Illinois CPA Foundation - Continuing professional education to maintain CPA licenses

Jan 85 - College of Lake County - Continuing technical training

May 79 - Passed CPA exam, first sitting - San Antonio, TX

Aug 78 - May 79 Rice University
¤ Masters Degree: Accounting. GPA: 3.29 out of 4.00
¤ Please see typical class profile attached;
¤ WZ SAT average scores make last half of ¶3 applicable

Aug 74 - May 78 - Rice University
¤ Bachelor's Degree: Management and Economics
¤ GPA: Major Program = 3.46 out of 4.00; Full Degree = 3.18 out of 4.00

Sep 70 - May 74 - Lake Forest Academy
¤ GPA: 4.20 out of 4.00.
¤ Class Valedictorian (computed on entire four year record)
¤ Majors: Sciences, Math. Minors: Economics, Psychology

PROFESSIONAL AND CIVIC ORGANIZATIONS

Illinois CPA Society and State Continuing Professional Education [CPE] Activity
  1979 Licensed by State for Practice; Registered CPE Sponsor - Illinois Department of Professional Regulation
  1980-83 Computer Communications Reference Committee
  1984-85 Instructor for CPE Foundation, computer systems and operation
  1980-85 Construction Contractors Committee

Associated General Contractors of America
1995 Chairman - Computer Information Systems Committee
1992-Present - Member

Small Business Development Center
1995 Instructor Construction Contractors course
1995 Volunteer support consultant for contractor startups

Journal of Construction Accounting, Warren Gorham Lamont
1993-Present Author, two articles in this national magazine: Making the System Upgrade Decision, Fall 94; Information Systems Update: The Selection Phase, Winter 95

Chicago Computer Society - 1984 to Present
1986 to Present - Coordinator, Lotus and Spreadsheet Special Interest Group; Presenter, approximately 100 hours of material to date; Assistant Program Director; Finance Committee; Author, monthly column in Hardcopy, a Chicago wide magazine (about 3,000 words/month); Instructor in operating systems and spreadsheet design and application techniques.

Lake Forest Academy Alumni Council, 1979-Present
  Past Officer Positions: President, Vice President
  Board of Trustees: Board Member, Development Committee
  Standing Committee Chairmanships: Chapter Development (national) founder, Scholarship Ball, Nominating Phonathon (raised record $170,000)
  Member - All other 8 standing committees
  Actively involved in developing $250,000 endowment.

Construction Financial Management Association, 1983-86 Member

Institute of Certified Management Accountants, 1984-86 Member

United Way of Lake County, 1980-85
Associate Chairman - Lake County $3.2 million campaign (raised $395,000 from 1200 Corporate accounts); Board of Directors; Employee Campaign Chairman

Lake County Contractors Association (230 Corporate members), 1979-Present
  1985 Governor's Award for Service (their highest honor)
  1983-89 Officer Positions: 1st Vice President, 2nd Vice President, Treasurer; Board of Directors /Officers; Board of Governors
  Chairman and Member, Membership Committee; Chairman, Finance Committee: initiated computerized financial reports; Founder and Chairman, Financial Services Committee; Chairman, Program Committee; Member, Labor Relations Committee; Member, Education Committee

Plumbing, Heating, Cooling Contractors of Lake & McHenry Counties (75 Labor Contract Signatory Businesses), 1980-89
Officer Positions: President, 2nd Vice President; Chairman, Labor Relations/Contract Advisory Council; Trustee, Industry Advancement Fund; Trustee, Joint (Union/Mgmt) Health/Welfare Fund; Member, Negotiating Committee; By-Laws Committee.

Construction Safety Association, 1982-89

Aircraft Owners and Pilots Association, 1979-Present

Chicago Association of Commerce and Industry, 1981-84

Calvary Presbyterian Church (450 members), 1975-Present
1996 - Present: Ruling Elder
1997 - Present: Moderator Nominating Committee
1991-1997: Board of Trustees Member, 1995 Chairman
1989 - Present: Manage and support computer system
1979-83: Head Usher

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Last modified: July 04, 2006