Theresa Urbanek profile photo

Theresa Urbanek

Specialty area(s)

Business plans and financial projections

Business Model Canvas, Value Proposition Statements, and Empathy Maps

Project Mapping

Baldrige Criteria


Brief biography

Terri Urbanek is a Business Counselor and Outreach Specialist with the Wisconsin Small Business Development Center at UW-La Crosse. She is involved in the development, promotion and provision of business counseling services, with a special emphasis on financial and business planning. She also supports the planning, promotion, and management of programs at the UWL Center for Entrepreneurship & Innovation. Terri is a graduate of the University of Wisconsin-La Crosse (Accounting) and holds a Masters of Business Administration from Upper Iowa University-Fayette. Terri has over thirty years of experience working with a wide range of industries. She has provided ad hoc consulting services for not-for-profit and for profit organizations in the La Crosse area. Prior to joining the SBDC office, Terri worked in the credit union industry, serving in the positions of Director of Accounting, Vice President of Finance, and Internal Financial and Operations Auditor. She is an Examiner for the Wisconsin Center for Performance Excellence, a part-time adjunct business instructor, and a volunteer judge for the WI Yes program. 


Uw La Crosse, Bachelor of Science, Accounting

Upper Iowa University, MBA with emphasis in Organizational Development

Certified in Growth Wheel, LivePlan, and as an examiner and team leader for the WI Center for Performance Excellence

Professional history

12 years as manager for multiple small business --electrical contracting, grocery store, apartments, laundromat, farming, and low income housing

10 years as Director of Finance for non-profit agency that operated nursing homes, assisted living complex, and group homes

15 years as VP of Finance and Internal Auditor for local credit union