Terri Bachtel Email & Phone Number

Rolling Meadows, Il, Us

For more than 40 years, the people of Gallagher's Human Resources & Compensation Consulting practice have been providing leaders in multiple industries with sound guidance, hard data, and innovative human resource management solutions. Gallagher is continually evolving to provide valuable, impactful consulting services, including merging with the industry's brightest firms and thought leaders.Using the combined experience and insider knowledge of these experts, we work to pair you with precisely the specialists you and your organization need to meet the challenges you face today and build a plan for a successful tomorrow.Our Solutions:CompensationEngagementExecutive SearchGovernanceHuman ResourcesPhysician & Provider ServicesSurveys & AnalyticsWe help organizational leaders with services to attract, develop, engage, and reward their people. How can we help you?

Directed fieldwork in the annual audits and preparations of financial statements for non-for-profits, 401(k) plans, and student financial aid programs for colleges. Attracted profitable new business to the firm.

Cleveland, Ohio, Us

Directed fieldwork in the annual audits and preparation of financial statements of employee benefit plans, including 401(k) plans, 403(b) plans, defined benefit plans, and health and welfare plans. Implemented the new FASB Suite of Standards for fraud and risk management and the adoption of FAS 157 (Valuation of Investments).

Worldwide, Oo

Directed fieldwork in the annual audits and preparation of financial statements of mutual funds and employee benefit plans, including 401(k) plans, defined benefit plans, and health and welfare plans. Planned, executed, and delivered complete audits of initial deposits of mutual funds with the SEC.

London, Gb

Complete program and event management responsibility for the Kansas, Missouri and Southern Illinois Entrepreneur Of The Year Program. Recruited sponsors and nominations; implemented the judging process; managed the awards ceremony; developed and analyzed the budget; and coordinated practice development. Achieved objective of recruiting and recognizing entrepreneurs of high profile, multi-million dollar companies resulting in a regional award recipient being recognized as one of an elite group of national finalists in 2003. Successfully directed the combination of the St. Louis and Kansas City programs.

London, Gb

Directed fieldwork in the annual audits of unit investment trusts, hospitals, medical groups, pension plans, and manufacturing companies; informed partners of engagement status; and managed staff performance. Planned, executed, and delivered complete audits of initial deposits of unit investment trusts filed with the SEC. Developed and maintained productive working relationships with client personnel. Successfully retained primary client through three ownership changes and geographic moves.Attracted profitable new business to the firm.Developed an audit automation program that eliminated staff involvement, resulting in the most highly profitable audit engagement in the office.Debugged the firm's initial audit software program and reported findings to headquarters resulting in firm-wide distribution.