Gerald Archibald, CPA, FHFMA, CMCP

Title
Partner

Contacting Jerry
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Personal Quote

“The firm shares my commitment to helping others better themselves and giving back to our community in both financial support and volunteer efforts of our people. Every day, I am cognizant of the challenges facing the less fortunate in our community and through our extensive tax exempt client base of service providers, our Bonadio Community Support Fund at the RACF and the volunteer time commitments of our people, we live the Bonadio PROMISE.”

Background & Experience

Jerry is one of the founding partners of The Bonadio Group and a key architect of the firm’s growth and success. He is the partner in charge of Management Advisory Services and specializes in the business and accounting needs of tax-exempt, government and healthcare providers. In fact, he has provided accounting, audit, strategic and business planning, operational planning, and a vast array of other services to more than 200 tax-exempt, municipal and healthcare organizations during his career.

Throughout New York State, Jerry has earned a reputation as the "Dean" of not for profit/tax exempt consultants. He is widely known for his innovations and advice in Board structure and governance, benchmarking of best practices, maximizing funding streams, and for his public commentary and stands on issues of importance to tax-exempts. Jerry is a much sought after speaker and author of a monthly column in the Rochester Business journal.

He is also one the firm’s key mentors and trainers, with a particular interest in developing younger staff to assume ever increasing roles and responsibilities within the firm. Close to a third of TBG’s partners have at one time or another worked for Jerry, and he continues to foster and infuse TBG staff with a spirit of enthusiasm, accountability, professionalism and dedication to our & More philosophy.

Before joining The Bonadio Group in 1986, Jerry began his career and spent 12 years at Arthur Andersen LLP.

Education

• B.S. - Accounting, St. John Fisher College

Licensed

• New York

Industry & Service Expertise

• Tax-exempt, government and healthcare
• Cost containment assessments, collaborative partnering, process improvement and reengineering projects, Regulatory Compliance, merger and acquisition assessment, managed care consulting, HIPAA compliance, litigation support, benchmarking and best practice projects, strategic planning, activity based cost analysis, Board Member education and training, internal control/operational efficiency studies, business plans, purchasing/payroll process reviews and procedural studies

Professional and Community Service Involvement

• School of Holy Childhood, Honorary Board
• Mary Cariola Children's Center, Development Committee
• Bishop Kearney High School, Advancement Committee
• United Way
• Allocations Committee
• Agency Staff Training Committee
• Healthcare Financial Management Association
• Past President, Rochester Chapter
• American Institute of Certified Public Accountants
• New York State Society of Certified Public Accountants

Firm Teams & Committees

• Management Advisory Services Team, Team Leader

Credits and Achievements

• HFMA
• Fellow
• Certified Managed Care Professional
• Adjunct Faculty Member
• Rochester Institute of Technology
• St. John Fisher College
• Monroe Community College
• Rochester Business Journal
• Monthly Columnist, Non-Profit Management

On the Personal Side

Jerry and his wife Betsy have two children in college, William and Julie. Besides being a season ticket holder for the Buffalo Bills, Rochester Red Wings and Rochester Americans, Jerry enjoys downhill and cross country skiing, ice-skating, golf and tennis.

He also collects and sells antiques and is President of Archie's Antiques and Collectibles.