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Wendy Thompson

Training Manager

Wendy Thompson is Yeo & Yeo’s training manager. She joined Yeo & Yeo in 2006 and has over 20 years of public accounting experience. Wendy researches and teaches all aspects of accounting, compilations, reviews, audits and nonprofit tax returns. She assists staff in nine Yeo & Yeo offices with software used in these areas and creates and updates best practices. She is a member of the firm’s Audit Services Group, the Nonprofit Services Group and the Compilation and Review team.

Specializations

  • Audits of nonprofit organizations
  • Audits under government auditing standards
  • Nonprofit organization taxation
  • Single audits under 2 CFR200
  • Training and development

Professional Certifications and Education

  • Certified Public Accountant (CPA)
  • Northern Michigan University, Bachelor of Science in Accountancy
  • Northern Michigan University, Bachelor of Science in Spanish

Professional Membership

  • American Institute of Certified Public Accountants
  • Association for Talent Development (ATD)
  • Michigan Association of Certified Public Accountants
  • Michigan Association of Certified Public Accountants’ Nonprofit Task Force

Publications/Seminars

  • eBook: What’s All the Fuss About Form 990?
  • eBook: Lobbying and Political Expenditures
  • eBook: Revenue Recognition for Nonprofits
  • eBook: Essential Nonprofit Policies
  • eBook: Functional Expense Allocation for Nonprofits After ASU 2016-14
  • Presentation: Speaker for “Assessing and Responding to Risks for NFPs” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “The Exception to the Rule: An Analysis of Single Audit Results” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Year-End Payroll: Payroll & Tax Returns (941), W-2s” at the Michigan School Business Officials Conference
  • Presentation: Speaker for “Deep Dive Into Form 990” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “Form 990 Statement of Revenue” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “GAAP Alternatives for Nonprofits” at the Michigan Association of Certified Public Accountants CPE Mega Conference
  • Presentation: Speaker for “Facing the Topic 606 Challenge” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “A Nonprofit Accounting and Financial Reporting Update” at the Michigan Association of Certified Public Accountants Nonprofit Conference
  • Presentation: Speaker for “New Accounting Standards for 2018” at the Michigan Society of Association Executives 2018 Operations Conference

Community Involvement

  • Boy Scout Troop 760, scoutmaster
  • Girl Scout Troop, co-leader
  • Midland High Music Parents Association, band representative & co-president

Awards

  • Spirit of Yeo Award, 2016, – recognizing one individual each year who exemplifies the attributes of the firm’s mission and core values

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