Employee

Tom Berge

Financial Advisor

Department: Financial Advisors

Tom joined Ehlers as a Financial Advisor in the Ehlers’ Roseville office in 2007 to help our Minnesota school district clients design and implement financial solutions. Prior to joining Ehlers he had 33 years experience in school business management in Iowa and Minnesota. He is past president of both the Iowa and Minnesota chapters of the Association of School Business Officials and a recipient of the Minnesota School Business Official of the Year award. Tom’s greatest contribution to Ehlers and our clients is his first hand experience with passing building and operating referendum and extensive experience with the school budgeting process.

AREAS OF EXPERTISE

Debt Planning and Issuance

• Analysis & Presentation of Alternative Financing Options, Plans And Tools
• Property Tax Impact Analysis
• Preparation of Information for Publication and Presentation
• Voter-Approved Building Bonds
• Alternative Facilities Bonds
• Capital Facilities Bonds
• Cash Flow Borrowings
• Refundings
• Lease Purchases

Operating Referendum Planning and Assistance
Capital Projects Levy Assistance
Truth in Taxation Hearing Presentations
Assistance with Legislative Initiatives
Lease Levy Approval
Long-term Financial Planning and Capital Improvement Planning

CERTIFICATIONS

• Certified Public Accountant

PROFESSIONAL MEMBERSHIPS

• Minnesota Association of School Business Officials, past President
• Association of Metropolitan School Districts
• Alliance for Student Achievement
• Association of School Business Officials International
• American Institute of Certified Public Accountants

EDUCATION

• Bachelor of Science (Business Administration)
  University of Wisconsin, Oshkosh, WI
• Master of Science (Accounting),
  University of North Dakota, Grand Forks, ND