Aug 9th 2011
Following is the latest roundup of accounting community news for the week of August 8, 2011.
Abeles and Hoffman PC is pleased to announce Krista N. Miesner obtained her Missouri Certified Public Accountant license. Miesner serves as an associate at Abeles and Hoffman. Her current responsibilities include providing accounting, auditing, and tax services to various entities and organizations in the areas of nonprofit, health care, manufacturing, and professional services. Miesner is a 2010 graduate of Lindenwood University where she earned a BA in accounting and finance. She is a member of the Missouri Society of Certified Public Accountants.
The Greensboro-based public accounting firm Breslow Starling has announced the addition of Morgan Blaisdell, Laramie Reese, and Amanda Patty to the firm's professional accounting staff.
· Blaisdell holds BA and BS degrees in accounting from Appalachian State University and is eligible to sit for the CPA exam. He has more than seven years of experience in public accounting prior to joining Breslow Starling and was also a small business owner.
· Reese joins Breslow Starling as a staff accountant after working many years in the industry. She earned a BS in accounting from UNC-Greensboro and is eligible to sit for the CPA exam.
· Patty joins the firm after three years of experience in public accounting and almost two years in the legal profession. She holds a BA in psychology from UNC-Chapel Hill, a JD from the University of Pittsburgh School of Law, and an MAcc from UNC-Chapel Hill's Kenan-Flagler School of Business.
The California Society of CPAs (CalCPA) announced that Loretta Doon, CEO of the 37,000-member society, was named as one of the Bay Area's most influential women for 2011 by the San Francisco Business Times. Doon, a CPA, became CalCPA's CEO in 2006. She is also CEO of the California CPA Education Foundation, a provider of CPE for California CPAs. Under her direction, CalCPA has expanded its financial literacy outreach efforts and conducted programs to develop leaders for the accounting profession. From 1979-2005, Doon worked for the California Teachers Association, eventually becoming the associate executive director. She also has been an auditor for a major accounting firm and a controller for a life insurance company subsidiary. Doon serves on the advisory board for the Center for Financial Reporting and Management, part of the Haas School of Business, and she is on the board of the Accounting Career Awareness Program of Northern California.
Announcements from Clifton Gunderson:
Angela Anderson, Anita Kelly, Dave Leith, Marcus Mims, and Janet Pacheco-Morton were named partners for Clifton Gunderson's Albuquerque office.
· Anderson has more than fifteen years of public accounting experience and specializes in CFO and other consulting services for businesses and governmental agencies. She holds a bachelor's in accounting from the University of Utah and is a Certified Public Accountant and Certified Government Financial Manager. Anderson is a member of the Association of Government Accountants, the New Mexico Society of Certified Public Accountants, and the AICPA.
· Kelly has thirty years' experience in public accounting, industry, and government and specializes in state and local tax services. She has extensive knowledge of the theory and application of New Mexico's tax laws, state sales tax, and income tax planning for businesses. Kelly has recognized expertise in the area of New Mexico gross receipts and compensating tax laws and regulations. She holds a bachelor's degree from the University of New Mexico and is a CPA and Certified Fraud Examiner. She is the recipient of the New Mexico Business Weekly 2008 Corporate Heroes Award and the New Mexico Society of Certified Public Accountants 2006 Community Service Award.
· Leith possesses twenty years of experience and specializes in tax, financial consulting, and compliance for the professional services, wholesale/retail, real estate, hospitality, and manufacturing industries. In addition, he has significant experience providing consulting services to closely held businesses and their owners. Leith, a CPA, holds a bachelor's in accounting from Frostburg State University, graduating magna cum laude.
· Mims has more than seventeen years' experience and specializes in state and local tax services. He also has significant experience providing cost segregation and New Mexico gross receipts tax consulting services. Mims holds a bachelor's in accounting from New Mexico State University and is a CPA. He is a board member of the Association of Commerce and Industry and chairs its tax committee.
· Pacheco-Morton specializes in accounting, auditing, and consulting services for governmental entities and has more than twelve years' experience. She holds a bachelor's in accounting from the University of New Mexico and is a CPA and Certified Government Financial Manager. Pacheco-Morton is a member of the AICPA, the New Mexico Society of Certified Public Accountants, and is president-elect of the El Paso Association of Government Accountants.
Jason Feltz, CPA, has been named partner for Clifton Gunderson's Oshkosh office. Feltz joins eight other new partners recently admitted to the firm. He has thirteen years of public accounting experience and specializes in tax services for corporations, partnerships, and high-wealth individuals, with an emphasis on businesses in the manufacturing and wholesale distribution industries. Feltz holds a bachelor's in accounting from Marquette University. He is a member of the AICPA, the Wisconsin Institute of Certified Public Accountants, and the Construction Financial Management Association.
John Kraft, Andrew Ranck, and Owen Ward have been named partners for Clifton Gunderson's Baltimore office. Kraft, Ranck, and Ward join six other new partners recently admitted to the firm.
· Kraft joined the firm in 1992. He has more than twenty years of experience and specializes in health care auditing, accounting, and consulting, with an emphasis on Medicaid and Medicare reimbursement for hospitals, home health agencies, federally qualified health centers, residential treatment centers, and alcohol and drug treatment centers. Kraft holds a bachelor's in accounting and economics from Towson University and is a Certified Public Accountant and Certified Health Care Financial Professional. He is a member of the AICPA, the Maryland Association of Certified Public Accountants, the Healthcare Financial Management Association, and the American Health Lawyers Association.
· Ranck has fifteen years' experience and joined Clifton Gunderson in 1996. He specializes in health care and government compliance audit engagements, with an emphasis on Medicaid and Medicare–managed-care organizations, cost reports, and program integrity. Ranck holds a bachelor's in accounting from Pennsylvania State University and is a Certified Public Accountant. He is a member of the AICPA, the Maryland Association of Certified Public Accountants, the Health Care Compliance Association, and the American Health Lawyers Association.
· Ward joined the firm in 2000. He has eleven years of public accounting experience and specializes in audit, accounting, and consulting services for manufacturers, wholesale distributors, and contractors. Ward also has extensive experience with assurance and consulting services for government entities, with an emphasis on state and local public pension systems and government investment trusts. Ward holds a bachelor's in accounting from Towson University and is a Certified Public Accountant. He is a member of the AICPA and the Maryland Association of Certified Public Accountants.
Theregional CPA and advisory firm of DeLeon & Stang is pleased to announce that Steven J. Kurinsky, staff accountant, has obtained his QuickBooks ProAdvisor certification. As a certified ProAdvisor, Kurinsky is recognized by QuickBooks for his proficiency in helping clients and businesses customize QuickBooks for their unique needs. Kurinsky joined DeLeon & Stang in 2009 and specializes in tax and accounting work for individuals and businesses. He graduated from the University of Maryland College Park in 2010 with a BS in accounting and finance, and he is a Maryland Association of Certified Public Accountants member.
Elliott Davis was recognized as one of the Best Upstate Companies for Working Moms by the March of Dimes and Greenville Business Magazine. The firm was one of eleven recipients of the honor. With a fifty-six percent female employee base, Elliott Davis has been a longtime advocate for the advancement of women in the accounting profession. The firm's Women's Development Council was formed more than five years ago and focuses on helping women fulfill their personal and professional goals, achieve work-life balance, facilitate mentoring, and expand their networking and business development skills.
Theresa Harrison, Director of Supplier Diversity at Ernst & Young, was honored with the prestigious William J. Alcorn Leadership Award, bestowed by the Women's Business Enterprise National Council, for outstanding leadership contributing to its mission – to open the doors of opportunity in corporate contracting to certified women's business enterprises. Harrison joined Ernst & Young in June of 2004 to develop the firm's supplier diversity initiative. She has been recognized for her efforts in supplier diversity with the WBENC's 2010 Applause Award, 2008 Advocate of the Year by NGLCC, and The Network Journal's Top 40 Under-Forty Achievers. In 2006 and 2008 WE USA: Women's Enterprise Magazine named her as one the 100 Women Impacting Supplier Diversity. Harrison serves on the boards of directors for the New York/New Jersey Minority Business Development Council, the Women's Business Enterprise National Council, and Diversity Information Resources. She obtained her BS in management from Emmanuel College and an MBA from Bentley University.
Michele Amato, a quality review partner in Friedman LLP, was recently appointed chair of the SEC Practice Committee of the New York State Society of Certified Public Accountants. Amato brings more than twenty-five years of experience and an extensive background in SEC compliance to the committee, which meets regularly to discuss current events and developments affecting public companies. She previously served as the vice chair for the SEC Practice Committee.
KPMG LLP, an audit, tax, and advisory firm, announces that James L. Atkinson has joined the firm as a principal in the income tax and accounting group. Based in Washington, D.C., he will assist clients with a wide range of federal tax accounting matters. Atkinson spent nearly twelve years with the Internal Revenue Service in various senior leadership roles. Following that, he joined Miller & Chevalier, where he focused on federal tax accounting issues and tax policy. Atkinson also has taught federal tax accounting as an adjunct professor at Georgetown University Law Center. He earned a JD from the University of Illinois and a bachelor's degree from the University of South Carolina.
Lattimore Black Morgan & Cain, PC (LBMC) announced the promotions of David Babb and Mark Brumbelow in its Knoxville office.
· Babb has been promoted to a senior in audit. He is currently studying for the CPA exam and works closely with audits of not-for-profit entities and employee benefit plans.
· Brumbelow, CPA, was promoted to a senior manager in tax. He has significant experience within the manufacturing, wholesale, distribution, and health care industries. During his ten-year career, he has been involved with both federal and state tax compliance and accounting for income tax projects for public and large privately held corporate and pass-through clients. Brumbelow has experience in tax accounting issues, credits and incentives, mergers and acquisitions, and tax outsourcing engagements.
Sandra Lappen has joined LBMC Employment Partners, LLC in a payroll account manager position in the Nashville office. Lappen previously worked in business payroll at Wells Fargo and has over four years of experience working with Evolution software. In her role, she will provide a comprehensive payroll solution to clients, including managing payroll tax reporting requirements.
Audrey J. Sherrick, principal at Friedman LLP, was recently elected president of the Atlantic/Cape May Chapter of the New Jersey Society of Certified Public Accountants (NJSCPA) for a one-year term that began June 1, 2011. Sherrick has been a member of the NJSCPA since 1980 and has served in several leadership roles within the organization, including vice president, secretary, and director and member of the Scholarship Committee. Formerly with Tracey Heun Brennan & Company, Sherrick joined Friedman LLP on May 1, 2011. She has more than thirty years' experience in public accounting, specializing in auditing and accounting. Her audit clients include construction contractors, hotels, condominium and homeowner associations, 401(k) plans, health organizations, and various not-for-profit organizations.
Rosen Seymour Shapss Martin & Company LLP has announced that Martin Leventhal, CPA, CFF, was appointed chair of the Mediation and Arbitration Committee for the New York State Society of Certified Public Accountants and took office on June 1, 2011. Leventhal, cochairman of the Business Investigative and Insolvency Group, has over forty years of professional experience providing tax, auditing, litigation, forensic accounting, and expert witness services. His industry expertise includes securities, medical, legal, manufacturing, real estate, and nonprofits. Leventhal received his BS from Brooklyn College. In addition to the NYSSCPA, he is a member of the AICPA and the Accountants Club of America. Leventhal is a past chairman of the NYSSCPA Litigation Services Committee and the Consulting Services Oversight Committee.
RGL Forensics announces the promotion of Angie MacPhee, CPA, to the newly created position of Chief Operating Officer. With twenty-two offices worldwide, RGL Forensics is the largest forensic accounting firm in the United States. As COO, MacPhee is responsible for overseeing the U.S. divisions of finance, accounting, marketing, and IT as well as the business operations of all sixteen U.S. offices. MacPhee earned an MBA from the University of Colorado. In 2010, she joined RGL as CFO. Her background includes HR, marketing, operations, business development, finance, and accounting.
The Social Train, a training and consulting firm in social media and mobile marketing, and the Georgia Society of CPAs, have announced a new partnership for the 2011 Southeastern Accounting Show. The Social Train will be a sponsor at the event, helping the society and its member organizations better utilize social media, mobile apps, and mobile marketing.
The 28,000-member Texas Society of Certified Public Accountants (TSCPA) announced that Donna Wesling, CPA, was recently named its chairman. Wesling has a thirty-year history of service to TSCPA and its chapters. She will serve a one-year term as the society's volunteer leader and will chair the organization's board of directors. She was chosen the TSCPA Young CPA of the Year in 1986-1987 and has been a member of the board of directors for twenty-two years. Wesling graduated summa cum laude from Texas A&M University and began her accounting career at local CPA firms in Bryan and Austin.