Share this content

Company Announcements: Week of June 11, 2012

Jun 11th 2012
Share this content

Professionals from firms of all sizes can learn new ways to advance their business at the CCH Connections: User Conference 2012. This year's conference, complete with educational sessions, demonstrations of the most advanced industry solutions, and exciting networking events, will take place November 4-7 at the Manchester Grand Hyatt in San Diego, California.CCH, a Wolters Kluwer business, is a global provider of tax, accounting, and audit information as well as software and services.

"For firms looking to advance their business, there's no other opportunity like CCH Connections. In one place, over three days, more than a thousand professionals will come together to learn, build business connections, and see new technologies that will help them be more efficient and effective with their clients", said CCH Vice President of Sales and Operations Ray Barlow.

Connections, Classes, CPE Credit 

CCH Connections is all about connecting with colleagues, industry experts, and technology for advancing business through best-in-process solutions. The conference offers a full program of CPE-accredited sessions to help participants meet their professional needs and take full advantage of the latest information and tools. Sessions include interactive lectures, computer workshops, and roundtable discussions. All sessions are organized along five tracks: Accounting & Auditing, Management, Tax, Technology, and General. Attendees can customize their own conference schedule by choosing sessions best suited to their individual or firm's needs.

Key conference programs include:

  • Keynote addresses from industry leaders on topics vital to every tax and accounting professional, including leadership, innovation, and technology.
  • CPE-accredited sessions and discussions on business issues and strategies.
  • Interactive roundtable discussions on hot industry topics.
  • Peer-to-peer networking sessions, where attendees share best practices.
  • Showcases featuring integrated software and research applications.
  • Informative sessions helping attendees get the most out of new CCH product features with product update sessions, hands-on training, and assistance.

Keynote Speakers Set the Tone

In addition to valuable information sessions and programming, the conference will feature keynote speakers covering topics that are important to every tax and accounting professional, including leadership, innovation and technology. Learn more about the speakers on the conference website.

For the latest information on CCH Connections: User Conference 2012, please visit; call (800) 739-9998 and select option 2 and then option 4; or follow the conference on Twitter @CCH_User_Conf.


eFileCabinet, Inc., a leading provider of paperless software solutions, announced the release of its Advanced Workflow tool for eFileCabinet. This tool permits businesses to move their manual paper-based workflow processes to electronic routing within the eFileCabinet Document Management system, allowing them to be more efficient and eliminate lost documents.

"While the Workflow tool has been a part of eFileCabinet for quite some time, the Advanced Workflow module delivers a more robust and time-saving experience for the user", said Matt Peterson, president and CEO of eFileCabinet. "We gathered feedback from our customers across many of the markets we serve and have made enhancements to the entire process to make it more intuitive while adding several features that truly allow the system to automate the transferring of documents from user to user in any business environment."

Time-saving features include conditional routing to a user or group with custom messaging, the allocating of document permissions to maintain security, the ability to automatically move and/or copy a file to another folder during the workflow process, the opportunity to approve or deny files and view documents right from the Workflow dialogue window, the assigning of document profiles or metadata at the start of the workflow process so data remains with the file, and the capability to preset document retention.

eFileCabinet's Advanced Workflow is now available. Learn more and request a demo. Current customers can purchase the Advanced Workflow module by contacting either their sales rep or account manager at (877) 574-5505.


The Foundation for Accounting Education (FAE) of the New York State Society of Certified Accountants (NYSSCPA) has announced the selection of John J. Kearney, CPA, a shareholder of Jaeckle Kearney & Lepselter in Garden City, as president for a one-year term. Kearney joined the NYSSCPA in 1989 and has served as its president, president-elect, vice president, and a member of its board of directors and executive committee. 

Three new trustees, selected for three-year terms, include Patricia A. Johnson, MBA, CPA, Assistant Professor at Canisius College; A. Rief Kanan, CPA, Director of The Business Institute School of Business, State University of New York at New Paltz; and Ronald G. Hegt, CPA, a tax partner of Crowe Harwath LLP. 

Johnson, reelected as a FAE trustee, has previously served as FAE secretary. She joined the NYSSCPA in 1977 and is chair of its Public Sector Oversight committee and former chair of the Higher Education committee. She is a member of its Not-for-Profit and Anti-Money Laundering committees. She is also the new president of its Buffalo Chapter.

Kanan joined the NYSSCPA in 1992 and served as a member of its Professional Ethics, Mediation and Arbitration, Financial Accounting Standards, and Auditing Standards committees. He was also vice president, treasurer, and a member of the Executive Board for the NYSSCPA Mid-Hudson Chapter and now serves as chair of its Cooperation with Education committee. He was also member of the FAE Campus Ambassador committee and now serves as the Campus Liaison to the Society. He has also served as chair of the Career Opportunities in the Accounting Profession (COAP) Advisory Board. 

Hegt joined the NYSSCPA in 1978. He has served as chair of its Taxation of Individuals committee and as a member of its Tax Division Oversight, Professional Ethics, Closely Held and S Corporations, Relations with IRS and New York, Multistate and Local Taxation committees. He was honored by the FAE as Outstanding Discussion Leader of the Year.

The FAE is a Northeast resource for continuing professional education, offering cost-effective seminars, conferences, and technical sessions for CPAs and other financial professionals. It is celebrating the fortieth anniversary of its creation by NYSSCPA in 1972.


The certified public accounting firm of Katz, Sapper & Miller LLP is pleased to announce that Nan Turner has joined the firm as a manager in its Employee Benefit Plan Services Group. 

Turner has provided retirement plan consulting and administration services to clients in numerous industries since 1987. Her experience includes the design, implementation, administration, compliance, and reporting aspects of qualified retirement plans, including pension, profit sharing, 401(k), and ESOPs.

Turner received a BA in education from Purdue University and an MBA from the University of Texas at Austin. 


At the Nashville Business Journal luncheon,Lattimore Black Morgan & Cain, PC (LBMC) was named a "Best Place to Work" in the 101-500 employees category. In front of a crowd of over 400, HR Director Jessica Utley took the stage to accept the award on behalf of LBMC's HR team and the entire LBMC organization. "This is a win for all of our offices, it is about our people and our culture", says Jessica.

This is exciting news for LBMC, who has worked diligently to develop a unique culture. Over the last several years, the firm has developed a number of new initiatives, but it is the attitude, compassion, and dedication that people bring with them every day that make the greatest impact on LBMC being a Best Place to Work. 

LBMC prides itself on being a "listening" organization, eager to hear what employees have to say about how to improve the company, which includes being employed there. Ideas such as business casual, seasonal flex schedules, purchased PTO, discounted gym memberships, themed quarterly parties, sports days, Young Professionals (YP Group), coaching program, and women's initiatives, etc., are all a result of listening to employees. Programs like these as well as recognition by the Best Place to Work award itself, help LBMC recruit and retain a highly talented workforce.

"We work hard and we play hard", says David Morgan, co-managing partner. "We have a set of core values that is our anchor, and I believe we have some of the most talented people in the industry. This is a time of celebration." 


Lattimore Black Morgan & Cain, PC (LBMC) has added Rodney Wright and Carrie Wilson in its Brentwood (Nashville) office.

Wright has joined the accounting firm in a manager position in the accounting and assurance services department. His certifications include Certified Internal Auditor, and Certified Financial Services Auditor. Wright is a graduate of Aurora University with a bachelor's degree in accounting. He brings over ten years of internal audit experience working with various industries and most recently served as internal audit manager for JRK Property Holdings and Farmers Insurance.

Wilson has joined the accounting firm in an administrative assistant position in the accounting and assurance services department. Wilson brings over fifteen years of experience and most recently worked at the Regional Headquarters for Wal-Mart as a regional assistant. She is a graduate of MTSU.


TheMassachusetts Society of Certified Public Accountants, Inc. (MSCPA) elected its board of directors for the 2012-2013 fiscal year. The MSCPA board of directors sets policies, manages programs, and oversees activities that benefit the 10,600-plus member organization and accounting profession. The following will serve as board officers: 

  • Kenneth Kirkland, CPA, KAF Financial Group, as chairman
  • Merrill S. Puopolo, CPA, CBIZ Tofias & Mayer Hoffman McCann PC - Tofias New England Division, as chairman-elect
  • William D. Mahoney, CPA, Edelstein & Company LLP, as vice-chairman of finance
  • Carla M. McCall, CPA, Alexander Aronson Finning & Co PC, as vice chairman
  • Paul E. Costantino, CPA, Costantino Richards Rizzo LLP, as vice chairman
  • Stuart R. Benton, CPA, Bradford Soap, as past chairman
  • Theodore J. Flynn, CAE, MSCPA, as president and CEO

The following will sit on the board as members:

  • Cheryl M. Burke, CPA, DiCicco Gulman & Company LLP
  • Frank Constance, CPA, Coles & Bodoin LLP
  • Kristin M. Costa, CPA, Baker Newman Noyes
  • Randall S. Davis, CPA, Daniel Dennis & Company, LLP
  • Douglas P. Fiebelkorn, CPA, Clifton Larson Allen LLP
  • Gerald A. Gerson, CPA, Litman Gerson Associates LLP
  • Lawrence Kahn, CPA, Kahn Litwin Renza & Co. Ltd.
  • Daniel F. Morrill, CPA, Wolf & Company PC
  • Catherine M. Moy, CPA, BDO USA LLP
  • George R. Neble, CPA, Ernst & Young LLP
  • Charles O'Donnell, CPA, Hans Kissle Company, Inc.
  • Kathryn A. Polak, CPA, The Titus Group, Inc.


The New York Enterprise Report (NYER) named Metis Group, LLC, a full-service accounting firm, as one of its top three finalists for the 2012 Accounting Firm of the Year. Metis Group ‒ a young, up-and-coming firm ‒ joins an elite group of deep-rooted firms that are being considered for this award. In its third year, this special awards program recognizes the New York tri-state area's top business advisors.

The report is a monthly B2B publication featuring how-to articles written by business experts to help owners of small and midsize businesses grow their companies. Over 100,000 business owners and executives in the New York tri-state area rely on NYER for ideas and solutions.

"We are pleased and honored to be recognized as a finalist in this category", said Metis Group Managing Partner Glenn Friedman. "Metis appreciates NYER identifying Metis Group as a finalist, and I am confident that we will all remain focused as we continue to deliver our clients maximum skills on both a business and personal level."

All applications were judged based on a scoring system. Those applications ranking above the cutoff score were chosen as finalists. The judges of the applications consist of a panel of experts that include business owners, accountants, and attorneys. Winners will be announced at The New York Enterprise Report Best Accountants and Attorneys for Privately Held Companies Awards scheduled for Wednesday, June 13, from 6:00 p.m. to 10:00 p.m. at the Trump Soho in New York City.


Thomas F. Roche III, CPA, of Westfield, New Jersey, has been elected President of theNew Jersey Society of Certified Public Accountants (NJSCPA) for a one-year term beginning June 1, 2012.

Roche, a Principal at Fazio, Mannuzza, Roche, Tankel, LaPilusa, LLC, Cranford, joined the New Jersey Society of CPAs in 1981. He has served on the NJSCPA Board of Trustees as president-elect, vice president, and trustee. He was a member of the Finance, Meetings & Special Events and Committee Operations committees; chair of the Insurance Trust; trustee of the NJSCPA Scholarship Fund and NJ-CPA-PAC; and secretary of the Nominating Committee. In the Union County Chapter, he served as treasurer, secretary, vice president, and president. 

Roche is a member of the Commerce and Industry Association of New Jersey, the Gateway Regional Chamber of Commerce, and a past president of the Union Township Chamber of Commerce. In his community, Roche served as treasurer of the Westfield Police Athletic League and board member of the Stephen F. Mannuzza Foundation, Inc. He has been recognized as a 2011 and 2012 "Five-Star Wealth Manager" by New Jersey Monthly magazine.

Roche earned his BA in accounting from Pennsylvania State University. 


Rothstein Kass, a national professional services provider, has been named one of the "Best Public Accounting Firms for Women" by the American Society of Women Accountants and American Woman's Society of Certified Public Accountants as part of the 2012 Accounting MOVE Project. The list of the top ten firms was compiled from the twenty-nine firms that took part in the third cycle of the MOVE project. Rothstein Kass was also featured on the list in 2011.

"It is an honor to be named one of the 'Best Public Accounting Firms for Women,' as we have always focused on providing women with the opportunities and tools for success through LIFE (Leadership, Inspiration, Family, Empowerment), our women's initiative", said Rosalie Mandel, principal-in-charge of the Rothstein Kass LIFE program. "In the last year alone, we have seen the percentage of women in upper middle management positions at the firm rise ten percent. Through our various programs, touching on every area from mentorship to networking, we are continuously developing ways to empower women in the workforce."

All firms were ranked based on the "range, depth, and success of programs and workplace culture proven to remove barriers to women's success, especially at midlevel and above", and they were scored using the trademarked MOVE parity scale, which focuses on four essential factors for the advancement of women: Money, Opportunities, Vital supports for work/life, and Entrepreneurship.


Sanders Thaler Viola & Katz, LLP, a regional CPA firm based in Jericho, New York, with an additional office in New York City, has announced that Scott Sanders, CPA, PFS, CFP, CFS, managing partner, has been named president-elect of the Nassau County Chapter of the New York State Society of Certified Public Accountants (NYSSCPA).

Sanders works with closely held businesses and high-net-worth individuals, specializing in tax planning, trust and estate planning, and compliance and surrogate accounting for the Court. His industry experience is in the fields of manufacturing, public relations, real estate, restaurants, and jewelry. He also advises his clients on strategic planning services, such as investment analysis, professional money managed accounts, cash flow analysis, insurance, estate and gift tax planning, the formation of family limited partnerships, the creation of private foundations, charitable tax planning, and establishing retirement accounts.

From 1981 to 2005, Sanders handled tax and accounting matters for clients based in St. Thomas, Virgin Islands. In 1995, he merged his private practice to form the firm of Lazar Sanders LLP, which merged in 2006 to form Lazar Sanders Thaler & Associates, LLP. In 2010, he formed Sanders Thaler & Associates LLP, now known as Sanders Thaler Viola & Katz, LLP.

"I am proud to be named president-elect of this wonderful organization and to have been associated with NYSSCPA for the past eight years", Sanders said. "In my new role, I will continue to uphold the organization's mission and provide public awareness of the practice of accountancy."


Thomson Reuters has released the 2012 edition of its Estate Planning Guide to help accountants, lawyers, estate planners, trust officers, and financial advisors market their firms. The guide helps practitioners increase brand awareness, share thought leadership, and communicate estate planning strategies to clients.

"Firms can use the Estate Planning Guide to build awareness of their estate services, connect with customers and prospects, and reinforce their reputation for estate-planning expertise", said Keith Haurie, vice president of Emerging Products. "It also helps them show clients how to minimize estate taxes and achieve wealth transfer goals." 

The guide has been updated with the latest US tax legislation and is available in new online and e-mail formats, as well as in print and PowerPoint formats. All formats can be branded with a firm's logo and personalized with its contact information. 

Following is a summary of the four formats of the Estate Planning Guide:

  • The new online WebEstateGuide is designed for a firm's website and features a personalizable splash page and quick, easy navigation. The guide is automatically updated online when tax laws change to keep its content current.
  • The new e-mail Flex-E-EstateGuide features a customizable HTML template that links to WebEstateGuide (included) and comes with e-mail list management, distribution, and tracking tools.
  • Selecting the Best Estate Planning Strategies is a thirty-two-page print booklet that can be branded with a firm's logo and customized with other information.
  • Estate Seminar-in-a-Box offers a time-saving PowerPoint seminar presentation, complete with editable speaker notes and slides. It provides practitioners an easy way to create image-enhancing seminars on estate planning.

"This versatile guide communicates the importance, benefits, and process of estate planning in a way that encourages clients and prospects to contact the firm for more information or assistance", said Haurie. 

The Estate Planning Guide is available under Thomson Reuters PDI Global brand. PDI Global offers marketing and client communication solutions for accounting and consulting firms, law firms, banks, and financial service providers. For more information, visit the PDI Global website or call (800) 227-0498.


Adam Jones has joined Weaver, an independent accounting firm in the Southwest, as the director of state government services. Jones, the former COO of a major state agency, brings to Weaver nearly twenty years of experience in Texas State government, and he will focus on the firm's business development efforts with the state of Texas and its agencies.

"We could not be more pleased to have Adam join the Weaver team", said Tommy D. Lawler, Weaver's managing partner and CEO. "His experience working in Texas State government makes him well-suited for Weaver, and he will be a key component in helping us achieve continued growth within our public sector practice." 

Jones was the COO of the Texas Education Agency (TEA) from 2003-2012. In that capacity, he oversaw all of the financial and operational functions of the agency with the largest budget in state government. He served as the TEA's CIO from 2010-2012 and for two terms as an ex-officio board member of the Department of Information Resources. Jones brings in-depth knowledge of organization development, human resource management, public finance, procurement, and the state appropriations process. He is a former director of the Texas Senate Education Committee and has been on the staff of the House Appropriations Committee and the Legislative Budget Board. Jones speaks and writes regularly on a variety of management topics. 

Jones earned a master's degree in public policy from the Terry Sanford School at Duke University and a bachelor's degree in economics from The University of Texas at Austin.


Replies (1)

Please login or register to join the discussion.

By Rose Well
Jun 25th 2015 20:11 EDT

Superb article ,I really appreciated with it, This is fine to read and valuable pro potential,I really bookmark it, pro broaden read. Appreciation pro sharing. I like it

Business Cash Advance

Thanks (0)