Company Announcements: Week of July 30, 2012
The accounting and consulting firm of Condley and Company, LLP is pleased to welcome Monica Moody to its professional staff.
"Monica is an experienced professional with a great track record in the banking industry. Her skills and high level of determination will be an asset to our banking services group as well as our firm," said Jeff Graham, CPA, CFE, CBA, partner at Condley and Company, L.L.P.
Moody joins Condley and Company as an audit-in-charge in the firm's Banking Services Group. She will be responsible for overseeing and performing bank internal audits and will be involved with various other audit projects. She specializes in internal controls and the compliance for banking institutions.
Moody is a 1996 graduate of the University of Arizona where she received her Bachelor of Business Administration in Finance.
Councilor, Buchanan & Mitchell, P.C. (CBM) has announced the promotions of Michael A. Hayunga and Valeryia W. Mikharava, CPA.
Hayunga has been promoted to audit senior. His accounting experience includes general audits, pension plan audits, reviews, and tax preparation. He is involved in several industry concentrations, including employee benefit and pension plans, automotive dealerships, and construction.
He earned a Bachelor of Science in Accounting from the University of Maryland University College.
Mikharava has been promoted to audit senior-in-charge. Her accounting experience includes general audits, reviews, and tax preparation. She is involved in several industry concentrations, including CBM's largest not-for-profit organizations, HUD audits, and private businesses.
She earned a Bachelor of Science in Accounting from Frostburg State University in Frostburg, MD.
The CPA and consulting firm of Day Seckler is pleased to announce it has recently been certified as a Woman-Owned Business Enterprise.
Women's Business Enterprise National Council (WBENC) certification validates that the business is 51 percent owned, controlled, operated, and managed by a woman or women. To achieve WBENC certification, women-owned businesses complete a formal documentation and site visit process, which is administered by one of WBENC's fourteen regional partner organizations. WBENC certification gives women-owned businesses the ability to compete for real-time business opportunities provided by WBENC corporate members and government agencies.
DeLeon & Stang, CPAs and Advisors is pleased to announce that Jeanie Price, partner, has received her Accredited Administrator in Accounting Practice Management (AAAPM) certification.
"We are extremely proud of Jeanie for this accomplishment. With this certification, she will be recognized for the unmatched level of expertise she has achieved within the profession of firm administration." said Allen DeLeon, CPA, PFS, partner of DeLeon & Stang.
Price joined DeLeon & Stang in 1991 as secretary and quickly progressed to director of administration. As a partner, she serves as an integral member of the firm's team and oversees its technology, administrative, and marketing initiatives. She has completed coursework at the University of Maryland.
AAA was founded in January 1984 to enable accounting firm administrators to communicate with one another and provide each other with the benefits of everyone's experiences in what was a new and emerging profession. The AAAPM certification was then created to elevate the status of the Firm Administrator profession within the accounting community.
The CPA firm of Godfrey Hammel, Danneels & Company (GHD) is pleased to announce Tom Beard, CPA, ABV, CFE, CMPE, MSF; Cathy Lorenz, CPA, MST; and Kathy Walsh, CPA, JD are 2012 winners of the Five Star Wealth Manager Award. Lorenz and Walsh were also award winners in 2011. This is Beard's third year in row in winning the award. In addition, Copper Beach Wealth Management, a sub-advisor to GHD Wealth Management, recognizes Bill Brown, ChFC, CLU, CFS as a 2012 winner. Brown was also an award recipient in 2011.
Beard began his career at GHD in 1985, right after graduating from Walsh College with a Bachelor of Accountancy degree. He also has a Master of Science in Finance with an emphasis in Taxation. As chairman of the firm, he works with clients to find solutions to their most challenging financial and operational problems.
Lorenz joined the firm in 1997. As partner and CFO, she provides tax assistance to U.S. closely held business estates and trusts. She received her Master of Science from Walsh College and her Bachelor of Arts degree from Michigan State University.
As director and chair of the firm's business tax committee, Walsh is responsible for tax planning, research, and business consulting. She specifically works with real estate companies, medical practices, and small businesses. Walsh's professional memberships include the AICPA, MACPA, Michigan Bar Association, Marygrove College Alumni Association, and the University of Detroit Alumni Association.
Brown founded Copper Beech Wealth Management in 2009. He provides financial planning and wealth management services to high net worth individuals by combining complex and sophisticated planning techniques in an understandable and individualized format. He received his Bachelor of Business Administration from the University of Michigan.
Peter Rabinowitz, JD, has joined J.H. Cohn's State and Local Tax ("SALT") Practice as a director in its New York office. With more than thirty years' experience, he brings tremendous knowledge, expertise, and practical experience in addressing complex New York State and City tax matters.
Before joining J.H. Cohn, Rabinowitz served in a number of tax positions in New York City's Finance and Law Departments, representing the city in over 500 hearings, and most recently held the position of chief of audit operations. While with the New York City Department of Finance, he was an original drafter of the rules and regulations for both the New York City Tax Tribunal and the Conciliations Bureau. While with the New York City Law Department, Rabinowitz served as acting division chief of the tax and bankruptcy litigation division and argued numerous cases at the New York court appeals.
He graduated from New York University, summa cum laude, with a Bachelor of Arts in Accounting, received his Juris Doctor from the New York University School of Law, and is a member of the New York State Bar Association.
Lattimore Black Morgan & Cain (LBMC) has announced the following promotions for the firm's year beginning June 1, 2012, in the Nashville office.
J. Chris Crowder, CPA, CIA, has been promoted to a senior manager in audit. He has been with LBMC for seven years and has diversified experience across a broad spectrum of industries, including healthcare, manufacturing, automotive, governmental, service industry, and technology in financial audit, Sarbanes-Oxley, and internal audit procedures.
Meredith Douglas, CPA, has been promoted to a senior manager in audit. She has extensive accounting and auditing experience serving as manager on a number of audit engagements, including manufacturing and distributing companies, not-for-profit organizations, health care companies, and various 401(k) and pension plan audits.
The Chattanooga office of LBMC has signed a lease to occupy approximately 11,000 square feet of space in the newly renovated Liberty Tower building in downtown Chattanooga in December 2012.
"We are all very excited about the new office space. However, we are charter tenants of the Krystal Building, and I am sure it will be hard to leave a place we have called 'home' for so long," says Dennis Blanton, managing partner, LBMC Chattanooga.
"Liberty Tower will be a state-of-the-art facility providing our clients and our employees a beautiful working environment," says Blanton. "A great deal of thought has gone into this decision and we are thrilled about updating our office in Chattanooga to parallel LBMC's additional offices across Tennessee. LBMC continues to grow in Chattanooga and this new space allows us the flexibility to add more space as we have a need to expand."
LBMC Technologies is pleased to announce that it has developed and published a software application, IntegraterPlus, that integrates Intacct's Cloud financial management and accounting applications with Microsoft Dynamics CRM. IntegraterPlus significantly improves the productivity of businesses using Intacct and Dynamics CRM via a subscription-based 100 percent Cloud solution.
By integrating Intacct with Microsoft Dynamics CRM 2011, LBMC connects clients' Cloud-based financials with their customer data, eliminating paperwork and manual processes, redundant data entry, and streamlining order fulfillment and customer service processes. "Based on our client experience, we know that CFOs need anytime, anywhere access to mission-critical financial information," said Stacy Schuettler, managing partner, LBMC Technologies, LLC. "IntegraterPlus gives customers seamless access to both systems and ensures data is synchronized between these two best-in-class solutions."
IntegraterPlus offers clients many key benefits, such as the automatic, two-way synchronization of customer and sales data, for financial, operational and business development analysis anytime and anywhere. For more information regarding Intacct and/or Microsoft Dynamics CRM, please call (865) 862-3037 or e-mail firstname.lastname@example.org.
Howard, Wershbale & Co. (HW&Co.) is pleased to announce that its accounting association of choice has launched a new name and image. Formerly known as IGAF Polaris, the new PrimeGlobal provides HW&Co. with significant expertise and resources to meet growing client needs, both internationally and domestically.
"The new PrimeGlobal name, logo, and website set us apart in the same way that the expertise, relationships, and global connectivity of firms like HW&Co. set us apart from many other associations in our market space," says Kevin Mead, CEO of PrimeGlobal. "Underlying the new look and feel are all the core values our association stands for: international reach, strong personal connections, technical depth and experience, and elite quality and service. The PrimeGlobal name and image clearly express how we are viewed as an association both by our membership and by the clients that they serve."
"We are excited to be part of this expanded association and to have available the enhanced depth of expertise and services it will bring to our clients and our practice", says Stephen E. Stanisa, President and CEO of HW&Co. "This merger will assist in both our client's and our strategic growth goals domestically and internationally," added Stanisa.
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