Partner, Chief Operating Officer
Stephanie Wilkinson
SHRM-CP, SPHR, PAFM
Stephanie helps lead Lumsden McCormick’s strategic direction and long-term growth initiatives while overseeing the Firm’s operational performance. She manages key internal functions that support overall business strategy, profitability, and day-to-day operations, working closely with leadership to strengthen efficiency and client service. Prior to becoming Chief Operating Officer, Stephanie served as the Firm’s Director of Human Resources, bringing extensive experience in workforce management and organizational leadership.
Education
Medaille University, Master of Science, Education/Curriculum and Instruction
Medaille University, Bachelor of Science, Elementary Education
Community
Junior League of Buffalo
- Former President 2023-2025
- Former Financial Vice President
- Former Scholarship Committee Member
- Former Centennial Task Force Member
- Former Financial Council Treasurer
Leadership Buffalo, Class of 2019
Professional
American Institute of Certified Public Accountants
CPA Firm Management Association
NYCPA – The New York State Society of CPAs
Society for Human Resource Management
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Latest Insight
California Extends Sales Tax to Prewritten Software and SaaS, Effective January 1, 2027
Beginning January 1, 2027, businesses that sell software or Software-as-a-Service (SaaS) to customers in California (or businesses that purchase it) will be subject to the state’s sales and use tax for the first time. This change comes as part of California’s state budget, signed on June 29, 2026. Senate Bill 122 (S.B. 122) extends California’s […]