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Speaker

Shelby Netz

CPA, MST
Senior Tax Manager
Baker Tilly US, LLP
Shelby Netz, senior manager with Baker Tilly, has over 11 years of experience providing tax compliance and consulting services for not-for-profit and for-profit entities. Her areas of specialization include organizations with complex structures, unrelated business income and large investment portfolios, for which she monitors any resulting federal, state and international tax reporting. Shelby also has expertise in preparing federal and state tax exempt applications, state charitable solicitation registrations and managing IRS and state tax notice responses and examinations.

Shelby is currently a member of both the AICPA and WICPA. She presents at both internally- and externally- focused tax trainings and most recently presented at the 2021 Central Association of College and University Business Officers (CACUBO) Annual Meeting. She leads the Milwaukee chapter of the Baker Tilly Supporting Opportunity, Advancement and Recognition for all (SOAR) diversity and inclusion initiative, and serves on the Programs Committee for the Wisconsin Chapter of the Healthcare Financial Management Association. She is also the current treasurer of a local not-for-profit organization.

Shelby earned her Bachelor of Business Administration degree in Accounting from the University of Wisconsin-Madison and her Master of Science in Taxation from the University of Wisconsin-Milwaukee. She resides in Wisconsin with her husband and dog and enjoys traveling, playing card games and watching comedies on Netflix.