Children's Surgical Associates (CSA) in Philadelphia recently tapped Citrin Cooperman partner James A. J. Revels, CPA, MST, to present a two-part financial wellness "lunch and learn" series to the practice's physicians and staff members. Revels, a Philadelphia CPA, presented the financial health series at the Children's Hospital of Pennsylvania (CHOP) as part of the CSA Wellness Program, a comprehensive program for CSA physicians and employees geared toward providing resources for maintaining a healthy lifestyle.
The process began by CSA polling the employee population to see what areas of financial wellness they were most interested in learning. There were over forty topics available across a broad spectrum of financial preparedness, including cash management, financial planning, investments, estate planning, insurance, education funding, and tax planning. Two separate sessions were tailored using the employee's most popular selections.
With more than eighteen years of experience in taxation and financial planning, Revels provides customized and innovative planning, administration, and income tax services for a wide range of clients. Among his clients are nonprofit organizations, early stage corporations, private equity funds, high net worth individuals, family office groups, closely held entities, senior executives, and employees of public and private organizations. He also provides expert witness opinions and testimony for law firms and represents clients before the IRS and state agencies.
Revels holds an master's degree in taxation from Villanova University, and he graduated from Delaware State University with a bachelor's degree in accounting, business, and marketing. Revels is the audit committee chairman of the nonprofit children's hospital, Exceptional Care for Children.
"The highly regulated and constantly changing retirement and pension plan arena presents numerous challenges and opportunities for businesses. Bob's expertise advances LBA's position as a resource for the owners and human resources professionals of these businesses", said Neal Von Stein, managing partner for the LBA Group. "In his role as partner of LBA Retirement Plan Services, Bob manages the LBA team that works with our clients to determine the best type of plan, provide guidance and leadership on the design and implementation of the plan, and offer employee educational and orientation services. Some decisions are easy to make, and given Bob's dedication to his clients and the LBA team, it was an easy choice to ask Bob to join us as a partner in LBA Retirement Plan Services."
McKendry has over thirty years of experience in pension plan consulting, working for third-party administrative and daily valuation companies. His extensive experience includes plan design, plan administration, nondiscrimination testing, IRS annual reporting and submissions, benefit distributions, and trust accounting. He earned his Bachelor of Science in Commerce from Rider University in Lawrenceville, New Jersey.
Kenneth Leventhal, a CPA and entrepreneur who, after World War II, founded and built the largest CPA firm in the United States specializing in real estate, died May 8. He was ninety-one years old. Over the course of his life, he became as much of a philanthropist as he was a businessman. He led a fund-raising drive for the University of Southern California that raised over $2.85 billion. When it concluded in 2003, it was the most successful fund-raising effort in higher education.
He and his wife, Elaine Otter, started Kenneth Leventhal & Company, in the second bedroom of their apartment in 1949. As the business grew, the firm moved to various locations in west Los Angeles until 1965 when it moved to Century City. The firm's early clients included Ray Watt and other real estate giants who were his clients and friends, Trammell Crow, William Lyon, and Montgomery Ross Fisher. In 1995, the firm merged with Ernst & Young.
When asked why he became an accountant, he was happy to explain. When he was nine years old, he sold newspapers at a street corner in Los Angeles. In talking with his boss, he learned that the boss planned to take a correspondence accounting course and go into business for himself. All it took to get started was a pencil, his boss told him. "I figured that for a nickel, I could be my own boss, and I never changed my mind", Leventhal said.
A strong believer in education and its value to society, Leventhal was a leading benefactor of the University of Southern California and received an honorary doctorate degree in 2000.
The Atlanta-based accounting firm of Moore Colson CPAs, recently announced the winner of the firm's coveted Peak Award. The first quarter 2012 Peak Award winner is Tax Associate Sydney Trew. Trew was recognized at a firm CPE event by Managing Partner Bob Kiser. Trew won the Peak, as it was reported "she was the 'go-to person' for complex tax returns during busy season. It also was noted that Trew continues to exceed expectations and sets a great example with her quality of work, desire to learn, and dedication to the firm."
The Peak Award is presented on a quarterly basis to an individual who makes a significant contribution to the firm or worked on a project that is considered "above and beyond" expectations.
Trew joined Moore Colson in 2010 as a tax associate after serving an internship with the firm in 2009. Trew is a graduate of Samford University in Birmingham, Alabama, with a master's degree in accounting and a bachelor's degree in accounting with a concentration in international business. Trew is currently pursuing her CPA license.
The Project Management Masters Certification (PMMC) program will be offered May 22–25, 2012, in Fargo, North Dakota, on the North Dakota State University campus. Project management professionals, business and technology professionals, students, and educators are invited to register on the American Project Management website.
The PMMC is designed for those seeking professional project management certification. It serves as both a thorough professional education and recognized certification. Those seeking additional credentials, such as the PMP/PgMP, PMI-SP, and PMI-RMP, will benefit, while those currently holding credentials will find the certification to be an enhancement as well as the most up-to-date advanced professional development.
The PMMC program provides thirty-six hours of project management education, meeting education requirements for both PMI's Certified Associate in Project Management (CAPM) and Project Management Professional (PMP) certifications. Additionally, the PMMC program provides forty professional development units (PDUs) for current holders of PMP/PgMP, PMI-SP, and PMI-RMP credentials.
The program meets the education requirements for all professional designations through the Project Management Institute and other professional agencies. Additionally, the program awards four continuing education units (CEUs) upon request.
The certificate program teaches technical and business professionals how to master the critical skills of project management techniques as part of their technical career development.
The skills developed in the PMMC program apply to large and small projects; product design and development efforts; construction projects; IT projects; software development; and any project with critical performance, time, and budget targets.
The approach to project management education offers proven, results-focused learning. Courses are developed and facilitated by subject experts with extensive experience. Course emphasis is on providing practical skills and tools supported by relevant case examples.
Tuition for the four-day PMMC program is $995.00.
Program schedule and content
- Day 1: Project initiation, costing, and selection
- Day 2: Project organization and leadership
- Day 2 and 3: Detailed project planning
- Day 3 and 4: Project monitoring and control
- Day 4: Project risk management
- A PMMC certificate of accomplishment is awarded upon completion of the four-day program of five courses. Completion letters are given for each course.
- Instructors focus on providing participants with practical skills and tools using relevant case examples.
- Each class is highly focused and promotes maximum interaction.
- Participants can network with other project management professionals from a variety of industries.
- Earn PDUs for maintenance of certification under the PMI Continuing Certification Requirements Program.
- Applicants for PMI's Certified Associate in Project Management (CAPM) and Project Management Professional (PMP) certifications will have met all education requirements for eligibility.
Participants may reserve a seat on the American Project Management website, by calling the program office toll free at (877) 359-1110, or by sending their name and contact information via e-mail to the program registrar.
Upon receiving registrations, a confirmation e-mail is sent that includes session site information, travel information, program description, and details on how to confirm attendance and make payment arrangements.
RubinBrown has promoted Dan McCabe, CPA, CFE, to manager in the firm's Assurance Services Group. McCabe relocated to RubinBrown's Denver office from its St. Louis headquarters. Greg Osborn, CPA, managing partner of the Denver office, made the announcement.
McCabe provides assurance services, plan auditing, business performance analysis, tax return preparation, and SEC registrations and filings to clients in the hospitality and gaming, manufacturing and distribution, and public sector industries.
McCabe received a bachelor's degree and a master's degree from the University of Notre Dame.