Company Announcements: Week of May 27, 2013

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The American Institute of CPAs (AICPA) honored John J. Connors, JD, PhD, CPA, president at Tax Educators' Network, with the 2013 Sidney Kess Award for Excellence in Continuing Education at its Conference on Tax Strategies for the High-Income Individual in Las Vegas. The award was presented by Julie Welch, who serves on the conference planning committee.

The award, created in 2010 in honor of Kess, a nationally renowned tax expert, recognizes individual CPAs who have made significant and outstanding contributions in tax and financial planning and whose public service exemplifies the CPA profession's values and ethics. 

"A gifted teacher, John's work in the classroom has helped develop his students into future leaders of our profession", said Kess, who served as chair of the 2013 Conference on Tax Strategies for the High-Income Individual. "That same commitment and dedication is apparent in his presentations at conferences and workshops across the country, which empower those in attendance to better serve their clients." 

Professor John Connors has dedicated his career to serving the profession as a CPA, attorney, and teacher. He previously served on the graduate tax faculty at the University of Wisconsin's School of Business in Milwaukee. He also publishes a tax newsletter devoted exclusively to practitioners entitled the "Monthly Tax Update", and he frequently speaks at workshops and conferences around the country. 

A noted author, Connors recently wrote two books published by the AICPA, The 2013 Cumulative Tax Guide and Depreciation, Amoritization and Property Transfers: Issues and Strategies.

He was previously chosen as a Distinguished Discussion Leader for the New York Society of CPAs Foundation for Accounting Education. 

Connors received his accounting degree from La Salle University in Philadelphia and his law degree at the University of Notre Dame. He obtained his Master of Law in Taxation at the University of Miami Law School. 

Only one individual may receive this award in any given year, and the individual must be a CPA. Nominations are solicited by the Tax Strategies for the High-Income Individual Conference Steering Committee and accepted from May 31-January 31. The Committee determines the recipient of the award.


Barnes Dennig, the fifth largest accounting firm in Cincinnati, is proud to announce the hiring of Betsy Wecker as its new marketing communications coordinator and the promotion of Patrick Frambest to senior manager and team leader of its Not-for-Profit (NFP) team. 

Prior to her start at Barnes Dennig, Wecker had experience in both the marketing and financial sectors, providing her with a unique perspective in both realms. However, she feels her greatest achievement has come through her local style blog, Folk & Feather. Wecker earned her bachelor's degree in 2010 from Centre College, where she double majored in financial economics and Spanish.  

Frambest started his career with Barnes Dennig in 2005 as a co-op on the NFP team. After three years working with Barnes Dennig's construction-based clients, he returned to the NFP world where he feels his strengths are most engaged.  Frambest earned his bachelor's degree from Ohio University in 2005, his MBA from Xavier University in 2008, and his CPA in 2010.


Baruch College hosted a reception on May 17 to acknowledge the research and achievements of Baruch's Eugene M. Lang Foundation Junior Faculty Research Fellows, past and present. 

Eugene Lang, president of the foundation, and Lauren McGrail, associate director of the foundation, were on hand to meet with President Mitchel B. Wallerstein, Baruch faculty, and administrators. 

The Lang Foundation fellowships are competitively awarded to junior faculty members each year to help support their scholarly research and creative projects and enable them to make significant contributions to their academic disciplines. Since the program began in 1998, more than a hundred of Baruch's junior faculty members have received support in the form of funds to support their scholarly research and publication (travel, research assistance, other expenses related to research and publication).  

The 2013-2014 Lang Fellows are:

  • Cristina Balboa, PhD, Assistant Professor of Public Affairs
  • Sean Crocket, PhD, Assistant Professor of Economics
  • Catherine Good, PhD, Assistant Professor of Psychology
  • Edyta Greer, PhD, Assistant Professor of Computational Chemistry
  • Mahima Hada, PhD, Assistant Professor of Marketing
  • Sean O'Toole, PhD, Assistant Professor of English

The reception included research presentations by past Lang Fellows Robin Root, PhD, associate professor in the Department of Sociology and Anthropology (Lang Fellow in 2006-2007 and 2008-2009); Weilei (Stone) Shi, PhD, assistant professor of management in the Zicklin School of Business (Lang Fellow in 2011-2012); and Chester Zarnoch, PhD, assistant professor of environmental science in the Department of Natural Sciences, Weissman School of Arts and Sciences (Lang Fellow in 2009-2010).


Citrin Cooperman, an accounting, tax, and business consulting firm in Philadelphia, proudly announces that David A. Anderson, CPA, CFE, and director of the firm's Valuation and Forensic Services Group, earned a Certified Valuation Analyst (CVA) designation from the National Association of Certified Valuation Analysts (NACVA). 

The NACVA supports users of business and intangible asset valuation services and financial forensic services, including damages determinations of all kinds and fraud detection and prevention, by training and certifying financial professionals in these disciplines. CVA accreditations allow accounting professionals to perform business valuations as a service to both the consulting community and users of their services. By completing the NACVA's training and rigorous testing, Anderson is able to further demonstrate his qualifications in providing capable and professionally executed valuation services.

With more than thirty years of combined experience in public accounting and consulting as well as service at the CFO and COO level in private and public companies, Anderson specializes in business valuations, insolvency, and reorganization and litigation support including commercial and matrimonial litigation. He regularly provides services in fraud detection and deterrence, contingency and disaster planning, forensic accounting, and information technology systems security. Anderson has substantial consulting experience in helping companies take maximum advantage of the benefits of computers and information technology.

Anderson earned an MBA in strategic planning from the University of Pennsylvania's Wharton School, an MSE in systems engineering from the University of Pennsylvania, and a BBA in accounting from Millsaps College. He is a regular contributor of valuation and forensic accounting-focused blog posts for the Legal Intelligencer.


Brian Paulson, owner of CSI Accounting Services, announced he and his firm were honored at the Professional Association of Small Business Accountants (PASBA) awards ceremony May 15 in Palm Springs, California. Paulson was one of only five small business professionals recognized. Paulson received the prestigious Accounting Firm & Accountant of the Year accolade within the large firm category. 

Award winners are nominated by their fellow PASBA members. The board then reviews nominations to determine winners within three firm categories – small, medium, and large. Award recipients represent the best of the best of small business owners; that is, those who have demonstrated outstanding leadership within the accounting profession and are committed to sharing their expertise and knowledge to ensure the advancement of the profession as a whole.


Jon M. Huntsman School of Business, Utah State University (USU) students and officers of the accounting club Beta Alpha Psi (BAP) recently traveled to a Deloitte Best Practices competition and took first place in two areas that assessed their ability to be innovative and imaginative. 

BAP is an international honors society that seeks to bridge the gap between students and accounting professionals. Each year, BAP chapters located among universities nationwide have the opportunity to showcase projects they have developed during the year that help accounting students develop professional skills and serve the community. The contest drew teams from Brigham Young University, University of Utah, University of Denver, and other schools from six other states in the Rocky Mountain Region.  

This year, each club was expected to develop a project or practice in one or more of three areas or categories called "innovation", " imagination", and "inspiration." Each club presented to judges and other chapters at BAP regional meetings across the nation. 

USU competed in two of the categories, imagination and innovation, and won first place in both areas. The win will allow the Huntsman club to compete nationally in Anaheim, California, this summer.

"This is rewarding to us because one of the four areas the Huntsman School of Business emphasizes is entrepreneurial thinking", said Bonnie Villarreal, BAP advisor and director of the Master of Accounting program. "We want our students to look for innovative solutions and that's exactly what they did."

In the category of imagination, chapters were required to help students improve written communication skills in an imaginative way. To meet this challenge, the club held a workshop that helped students to not only write cover letters, but also to adapt their cover letters to different companies and job opportunities. 

The innovation project involved developing soft skills that were not recruitment related. To help students learn to present technical knowledge to a nontechnical audience, members of BAP held a workshop over two evenings to help local Boy Scouts earn a personal management merit badge. More than ninety Boy Scouts attended. 

"Accounting is commonly referred to as the language of business. The terminology can make it feel like a foreign language to non-accountants. Explaining money management at the Boy Scout level helped accounting students practice overcoming the language barrier while introducing the scouts to possible careers in the financial profession", said Villarreal.  


The Illinois CPA Society is encouraging its young professional members to "Be Fearless." It takes a lot of courage to stand out from the crowd, and the Illinois CPA Society is providing young CPAs with the knowledge, skill sets, and confidence to succeed in a highly complex and competitive profession.

Talented, young CPAs will discover an array of opportunities at the Young Professionals Leadership Conference on Friday, May 31. Hosted from 8:00 a.m. to noon at The Metropolitan Club, Willis Tower (233 Wacker Drive, Chicago, IL 60606), attendees will learn how to best build the confidence they need to advance their careers. 

The keynote presentation",Show Your Ink", given by nationally recognized leadership expert Todd Dewett, president of TVA Inc. and professor of management at Wright State University in Dayton, Ohio, will empower young CPAs to discover their own authentic leadership style. 

Additional interactive sessions contain strategies for dealing with ethical issues, handling new management expectations after a promotion, and balancing work with personal time and relationships. The conference also provides a fun, interactive environment where it is easy for young professionals to network and make important connections with peers. 

"The Young Professionals Leadership Conference is a unique and exceptional opportunity. No other event is so focused on providing young CPAs with core leadership values as well as the tools to be fearless, gain new skills, build a professional network, and take charge of their careers", said Illinois CPA Society Interim CEO, CFO Todd Shapiro. "The society is proud to offer programming, like this event, that enhances the leadership skills of the next generation of accounting professionals."

Seats are limited for the Illinois CPA Society's Young Professionals Leadership Conference. Visit or call (800) 993-0393 to register. The dynamic, half-day conference is $55 for members and $75 for nonmembers (includes breakfast). Attendees will receive four hours of CPE credit including one hour of ethics.


Lattimore Black Morgan & Cain, PC (LBMC), one of the Southeast's largest accounting and business consulting firms, has added Sarah Jerman in its Brentwood (Nashville) office.

Jerman, has joined the accounting firm in a senior staff accountant position in the Internal Accounting Division. She will be working with businesses and individuals in the Shared Services Division. Jerman comes to LBMC after being a "stay at home mom" for the past six years. She has eight years of accounting experience with Kirkland's Inc. and brings with her vast efficiency and organization skills that will be instrumental in her new role. Originally from Townsend, Tennessee, Sarah earned her Master of Business Administration and Bachelor of Science in Accounting from University of Tennessee - Martin.


The National Association of State Boards of Accountancy (NASBA) has named Louise Dratler Haberman Vice President of Information & Research. Previously, she served as NASBA's Director of Information & Research. Haberman is based in NASBA's New York office.

In her role, Haberman is responsible for leading NASBA's information and research initiatives; developing NASBA's annual and regional conference programming; serving as editor of NASBA's long-standing "State Board Report" monthly newsletter; and serving as staff liaison to many NASBA committees, including the Uniform Accountancy Act Committee, the Regulatory Response Committee, the International Qualifications Appraisal Board, and the Committee on Relations with Member Boards.

Haberman's lengthy career with NASBA began with her work as a freelance editor for the "State Board Report", which she still enjoys writing. In addition to her work in developing programs for NASBA's annual and regional meetings, she is recognized for spearheading efforts to plan NASBA's first Continuing Professional Education Conference, State Board Legal Counsel Conference, and Ethics Conference.    

"As NASBA's longest serving staff member, Louise represents NASBA in some of our most important committees and processes including Regulatory Response, Uniform Accountancy Act, and liaison to our Relations with Member Boards Committee", said NASBA President and CEO Ken Bishop. "Additionally, she is responsible for running our New York office. Her contributions to NASBA are tremendous, and we look forward to her continued dedication and leadership for years to come."

Prior to becoming a member of the NASBA staff, Haberman was editor of New Accountant magazine, a publication focused on issues of concern for college students beginning their careers in accounting.

Haberman holds a bachelor's degree from Brooklyn College and a master's degree in journalism from Boston University's School of Public Communications. 


Tanner LLC has appointed Dan Griffiths Director of Strategic Planning for the firm's Leadership Solutions Practice.

Previously, Griffiths was a founding partner of Proficio Services Group, a firm specializing in solving strategy and process challenges for businesses. He is a CPA and a graduate of the Leadership Academy of the AICPA. In 2011, he was recognized as the Outstanding CPA in Business and Management by the AICPA and represents the state of Utah as a member of its governing council.

About Terri Eyden


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