Profile

Laurie S. Stegenga

Phone: (877)429-4690
Fax: (877)429-4686

Biography

Laurie Stegenga is President and founder of Foresight Capital Management Advisors, Inc., a fee-only Registered Investment Advisory firm. Her past financial work experience has spanned 35 years of managing and accounting for billions of dollars in investments. In 1983, Laurie began her career in big eight accounting, auditing large publicly traded corporations and performing audits and taxes for small entrepreneurial businesses. Five years later she joined Midwest Microwave, Inc. a defense manufacturing company as Chief Financial Officer and Human Resource Director. In 1993, Laurie joined Alexander Hamilton Life Insurance Company as Manager of Investment Valuation and Statutory Reporting for their $7.3 billion portfolio. Several years later Laurie became a Divisional Director of Accounting and an international finance consultant for Thomson Publishing, Inc. Then she joined Tisch Investment Advisory, Inc., a regional mid-west Registered Investment Advisory firm in 1998, to form and develop their retirement plan division. During her nine years, as Vice President, with the firm she assisted in growing the retirement plan division to a $140 million portfolio, which represented about forty percent of the assets under management for the firm. Laurie's expertise is in retirement plan services, providing on-site education and one-on-one personal financial planning for the employees, fiduciary consulting, and all aspects of personal wealth planning for the individual and family office. She was recently part of a team consulting project that was awarded a State of Michigan Business Innovation Award for 2008 with the 403(b) public school plans. Foresight Capital Management Advisors, Inc. was recently featured in an article on the Financial Advisor IQ website, a division of the Financial Times, on November 8, 2013. Foresight was also featured in the June, 2010 issue of Forbes Magazine-Michigan Financial. Laurie is listed on the Fee-Only Network. www.feeonlynetwork.com. She was also named a 2018, 2017 & 2016 Detroit Five Star Wealth Manager and was featured in the June issues of HOUR Detroit, the July/August issues of DBusiness, and the September 12th 2016 issue of the Wall Street Journal.

Organizations

President
Foresight Capital Management Advisors, Inc.
Saline, MI

Credentials Held

PFS - Personal Financial Specialist Credential

CPA Licenses Held

MichiganSince 06/26/1985

Education

Areas of Expertise

Accounting and Financial Reporting
   Accounting Compliance and Reporting (IFRS)
   Accounting Compliance and Reporting (Private Companies)
   Accounting Compliance and Reporting (US)
   Financial Instruments
   Integrated Reporting
   Internal Control over Financial Reporting
   SEC Regulatory Compliance and Reporting
   Sustainability
   XBRL
Advisory/Consulting
   Performing an Advisory Engagement (planning, performance, reporting, QC)
Corporate Governance
   Audit Committee
Employee Benefit Plans
   401(k) Defined Contribution Plans
   403(b) Defined Contribution Plans
   Auditor Independence (DOL, AICPA, SEC)
   Defined Benefit Plans
   EBP Fraud
   EBP Internal Controls (including Service Organization Control (SOC) 1 reports)
   EBP Plan Investments and Fair Value
   Employee Stock Ownership Plans (ESOPs)
   ERISA Plan Financial Statement Audits (including Limited Scope Audits)
   ERISA, DOL and IRS Regulations for EBPs (including Plan Design and IRS Qualification Rules and Test)
   Form 11-k Plan (SEC) Filers
   Form 5500 Reporting
   Health and Welfare Plans
   Multiemployer plans
   Parties-in-Interest/Prohibited Transactions
   Payroll Audits (Related to Multiemployer Plans)
Forensic and Valuation Services
   Bankruptcy & Reorganization
   Business Economic Damages
   Electronic Data Analysis
   Employee Stock Ownership Plans (ESOPs)
   Engagement Planning & Preparation and Information Gathering & Preservation
   Expert Witness Testimony
   Fair Value for Financial Reporting
   Family Law & Divorce
   Financial Instruments
   Financial Statement Misrepresentation
   Fraud Prevention, Detection, & Response
   Gift & Estate Income Tax, FLPs & LLPs
   Individual Damages
   Intellectual Property Valuation & Infringement
   M&A Due Diligence & Stakeholder Dispute Resolution
   Practice Management
   Report Preparation
   Valuation Methods, Approaches, and Analysis
Information Management and Technology Assurance
   Business Intelligence
   Cloud Computing
   Computer Fraud
   Cybersecurity
   Information Management
   IT & Integrated Audits
   IT Risk Management and Internal Controls
   Service Organizations Controls
Personal Financial Planning -  Tax/Estate/Retirement/Risk Management/Investment
   Cash Flow Planning
   Charitable Planning
   Closely Held Business Planning
   Education Planning
   Elder Planning
   Employee Benefits/Executive Compensation
   Estate, Gift and Wealth Transfer Planning
   Fundamental Financial Planning Knowledge & Skills
   Individual Tax Planning
   Insurance Planning/Risk Management Planning
   Integrated Personal Financial Planning
   Investment Planning (withouit AUM or product sales)
   Retirement Planning
   Significant Event Planning (Marriage, Divorce, Family Additions, Death, etc.)
   Wealth Management/Investment Advisory Services
Tax
   C Corporation Income Taxation
   Employee Benefits
   Individual Income Taxation
   International Tax
   IRS Practice & Procedure
   Partnership Taxation
   S Corporation Income Taxation
   State & Local Tax
   Tax Ethics & Standards
   Tax Exempt Organizations
   Tax Practice Management
   Taxation of Estates and Trusts