Going the Extra Mile
What motivates Kathleen Haab to go the extra mile and love it? Three things—her long-term professional relationships, the continued appreciation of her clients, and the team spirit she shares with her colleagues.
As partner-in-charge of Lindquist’s largest account, Kathleen works closely with its trustees, administrators and other professionals. With a pension plan of approximately $40 billion in assets, 500,000 participants and a diverse portfolio, it’s a very big job that requires a great deal of mutual respect.
“They appreciate the work we do and the lines of communication are always open,” says Kathleen. “We can go to each other with questions so it’s always a two-way street. I never mind the extra time because I know how much my work is valued.”
With 10 years of Big Four accounting firm experience, Kathleen joined Lindquist in 2001. She’s much happier now that she works in a company where many employees stay for decades.
“In most large firms, there’s a revolving door mentality,” she says. “People are there one year and gone the next. They might get their certification and then move on to another firm. It can be pretty brutal, especially for clients. It’s different at Lindquist. We invest in our people through education, mentorship and peer support. All the partners are committed to the success of the firm and everybody in it. People stay because they’re happy.”
Specialized Services and Experience
Kathleen provides specialized services to employee benefit plans and not-for-profit entities, including financial audits, payroll compliance testing and claims testing.
In addition to managing the firm’s largest account, Kathleen serves as engagement partner on more than 20 pension and health and welfare plans. She makes sure that they’re correct and meet all auditing and reporting standards. When you’ve been a CPA for 25 years like Kathleen, you have the expertise it takes to make this happen.
Kathleen has experience in staff training and development for benefit plan auditing and complex accounting and auditing areas such as derivatives and securities lending.
Lindquist invests in our people through education, mentorship and peer support. All the partners are committed to the success of the firm and everybody in it. People stay because they’re happy.
Kathleen golfs in several charity tournaments each year and has won for longest drive. She’s played for the Guide Dogs of America, for a number of scholarship funds, and for Dollars Against Diabetes, to name just a few. She has a second home in Sedona, Arizona, where she hikes and enjoys the natural beauty of its red rock country.
B.S., University of Washington
Professional Memberships and Activities