TLD & WT 2008 Company News

From buildings to new additions, we have had a lot going on throughout the year. See what we have been up to in 2008!

EMPLOYEE MILESTONES:

  • Kim Vine celebrated her 15th year with our company
  • Tory Meiborg and Todd Helle recipients of the 40 under 40 award

WELCOMING NEW ADDITIONS

  • We welcomed the addition of the following employees:
    • Donna Sanders, WT Vice President
    • William McDonald, TLD Tax Director
    • Derek Friesth, TLD Financial Reporting Valuation Analyst
    • Patrick Campbell, WT Financial Analyst
    • Steve Palmersheim, TLD Accountant
    • Bethany Williams, TLD Accountant
    • Mia Haynes, TLD Accounting Associate
    • Jamie Schulte, TLD & WT Development Director
    • Dawn DeShaw, TLD & WT Executive Secretary
    • Barb Murphy, TLD Receptionist
  • Terry, Lockridge & Dunn welcomed 256 new clients to our firm this year
  • World Trend welcomed 56 new clients

 COMPANY NEWS:

  • We moved into our new Iowa City building in June
  • Our employees came together and made it through The Flood of 2008
  • For two months we operated out of a building in Hiawatha until we moved back downtown on August 28th
  • We celebrated our 30th anniversary
  • We hosted our second seminar series for Women to educate them on finances
  • We traveled to Milwaukee to watch the Cubs/Brewers play 

VOLUNTEER EVENTS

  • We participated in a number of volunteer events this past year including:
    • Make-A-Wish Week to raise money for the Max Meiborg Foundation
    • May Day Baskets to the U of I Hospital
    • Catherine McAuley Mall Walk
    • Max Meiborg Foundation golf tournament and sponsorship
    • Cedar Rapids Breast Cancer Walk
    •  Education supplies for Boys and Girls Club flood relief
    • Holiday food donations to the Food Bank


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