Partners, principals and associates

Julie Schilz Minneapolis

150 S 5th Street
Minneapolis, MN 55402

Tel:

952.548.3321


Email: julie.schilz@wipfli.com

Julie Schilz, MBA

Manager

Julie Schilz leads Wipfli’s Sage Intacct support desk, assisting with both client-facing projects and internal processes. Her professional passion is connecting with clients to refine processes and develop strategic reports that build off the strong foundation of a successful system implementation. Her work includes developing relevant client-facing educational content while also paving the way for more repeatable and effective internal processes. Julie has nearly two decades experience working with various finance, accounting and operating systems (F&OS) providing customer success management, client support, change management and process design. Julie has experience with tribal governments, nonprofits, service, staffing and manufacturing industries.

Professional memberships and activities

  • Project Management Institute – Member
  • Certified Sage Intacct Implementation Specialist
  • Intacct Premier Partner and Intacct President’s Club

Areas of Focus

  • Ongoing client support and customer success management
  • Wipfli digital portal and knowledge base management
  • Client webinar production and presentation (5+ per year)
  • Business process and technology assessments
  • Project Management of business solutions implementations
  • Internal system implementation and process design for client support
  • New associate training for F&OS consultants

Education

University of Minnesota – Twin Cities
  • Bachelor of Science in human resource development
  • Leadership minor and business administration minor
Bethel University
  • Master of Business Administration