Partner

 

email:  jschaefer@matherandcompany.com

(502) 429-0800

 

Experience

Jack has over thirty years of public accounting experience (10 years with an international accounting firm) in business consulting; corporate and individual taxation; audits of non-public entities; audits of employee benefit plans; business valuations; mergers and acquisitions; and budgeting/forecasting.  He has significant experience working with businesses in various industries including: retail, services, wholesale, restaurants, manufacturing, healthcare, financing, textile, equipment leasing, insurance, import/export, construction, not-for-profit, government, and employee benefit plans.  Jack serves as the firm’s Director of Accounting and Auditing and liaison with the AICPA’s Employee Benefit Plan Audit Quality Center.

 

Education and Achievements

Certified Public Accountant (CPA) designation – 1984

Certified Valuation Analyst (CVA) designation – 1995-2007

University of Louisville, Bachelor of Science, Accounting, High Honors – 1981

Greater Louisville, Inc.CEO Strategic Planning Program, Planning Partner – 1998

Community Health Charities of Kentucky, Inc. – Former Treasurer and Finance

Committee Chairman

Woods of St. Thomas Homeowners’ Association – Former Finance Committee Chairman

Congressional Candidate Campaign Committee – Former Treasurer

Former Louisville Small Business Development Center Instructor

Kentucky Society of CPAs Peer Review Committee – Former member

 

Professional Affiliations

American Institute of Certified Public Accountants

Kentucky Society of CPAs

Hurstbourne Area Business Association

 

Personal Activities

Volunteer youth soccer coach, 1995 – 2007