Dan Buttke, principal with Baker Tilly, has been with the firm since 2005. Prior to joining Baker Tilly, Dan worked for a national firm, specializing in audits of financial services companies. He dedicates his time exclusively to the firm's insurance practice.
- Specializes in audit and consulting services to clients, with specific focus in the health and P&C insurance industries
- Experience in GAAP consolidation and reporting of NAIC-mandated statutory filings
- Assists in design, implementation and testing of internal control procedures as a result of Sarbanes-Oxley and the NAIC Model Audit Rule. Served as interim director of both financial reporting and financial planning and analysis for $1 billion health insurer
- Oversees internal audit function for $500 million health insurer
- Performs Quality Assessment Reviews on internal audit functions’ conformance with Institute of Internal Auditors International Standards for the Professional Practice of Internal Auditing
- Provides consulting services and insights regarding best practices surrounding Own Risk Solvency Assessments for insurance companies
- Provides assurance and advisory services to clients in accordance with the Improper Payments Elimination and Recovery Act (IPERA)
- Delivers training to NAIC and other regulatory bodies
- Serves as the Professional Practice Liaison between the Baker Tilly’s Professional Practice Group (i.e., quality assurance) and the firm’s insurance practice
- Member of Baker Tilly’s Assurance Innovation Committee
- American Institute of Certified Public Accountants (AICPA)
– Insurance industry SME for AICPA peer reviews - Wisconsin Association of Health Plans (WAHP)
- Wisconsin Insurance Accountants Conference (WIAC)
- Wisconsin Institute of Certified Public Accountants (WICPA)
- Insurance Accounting & Systems Association (IASA)
– A.R.F Education and OnPOINT committee member
– Volunteer of the Year nominee (2018)
- Lourdes Academy of Oshkosh, Wisconsin, Inc., treasurer
- Oshkosh Rotary Southwest, board member and vocational service committee chairman
- Junior Knights Basketball Club, board member
- Statutory Accounting Principles Working Group (SAPWG) updates
- Embracing the virtual audit, December 2020
- NAIC special session on COVID-19, Daniel Buttke and John Romano, March 2020
- Enhancing and protecting organizational value through quality assessment reviews, May 2019
- NAIC accounting and tax reform updates, June 2018
- Presentation – Association of Healthcare Internal Auditors: An Introduction to Model Audit Rule 2.0, August 2018
- Presentation – Association of Healthcare Internal Auditors: An Introduction to Model Audit Rule, August 2017
- Presentation – Land o’ Lakes IASA Chapter: Just Outsource It! Aligning Risk Management to Culture and Strategy, May 2016
- Presentation – Institute of Internal Auditors Fox Valley/Central Wisconsin Chapter: Vendor Risk Management, November 2015
- Presentation – Chicagoland IASA Chapter: Current Insights for ORSA Implementation, April 2015
