CiO365 is a consultancy founded on Bill Lehner’s passion for serving highly regulated and compliant businesses such as banking, healthcare, and finance.
Founded on over 35 years of real-world business entrepreneurship, IT planning, community banking (from proof operator to board member), experience in tax, auditing, city administration, IT infrastructure, and IT support along with human resources and strategic business growth, CiO365 possesses hands-on experience that is in step with their client’s business needs.
Bill Lehner holds a Bachelor of Arts in Accounting and Master of Business Administration degrees in both Finance and Organizational Development. He is currently pursuing his Master of Science in Cyber Assurance and Information Security.
Bill is also a graduate of the University of Wisconsin, Madison School of Banking in IT Management.
Minnesota Bankers Association
GFOA – Government Finance Officers Association
Minnesota Society of CPAs
BankIn Minnesota
CiO365 has concurrently managed 17 CIO customers, including 11 community banks with 3+ billion combined assets and over 40 branches, 2 REITS with over 3 billion in assets, and four health care groups with more than 2,000 workers.
Managing Partner in charge of all Administrative, HR, Financial and CIO activities. Developed and launched vCIO service offering and managed as many as 17 concurrent organizations in banking.
He facilitated all aspects of 5 IT company acquisitions. Sales Mentor to 14 internal Account Managers.
The growth driver from 4 to 32 million in annual sales and staff from 10 to 110. Valuation, forecasting, compensa-tion plans, all product pricing, tax, and accounting.
Responsible for all IT & Finance, installed and managed City’s first IT network, Managed Utility billing department, rates, Assessments, Capital Improvement Program, City Budget, and annual Audits.
Corporate Accounting & Tax, Payroll tax, Financials, Audits, Personal Tax, Developed first organizational data-bases and extensive spreadsheet work.
