CPACA Names New Leadership and Agenda

The CPA Consultants’ Alliance has approved a slate of new officers following CPACA’s annual meeting in Tampa, Fla., and issued a new report on the most pressing issues for 2015 for CPA consultants.

During the meeting, CPACA members approved the following slate of new officers:

•    Terry Putney, CPA, CEO of Transition Advisors, LLC – President
•    Tamera Loerzel, Partner in ConvergenceCoaching, LLC – Immediate Past-President
•    Sarah Johnson Dobek, Founder and President of Inovautus Consulting – Vice President
•    Dustin Hostetler, Shareholder, Boomer Consulting – Secretary/Treasurer
•    Rita Keller, President and Founder of Keller Advisors, LLC – Membership Chair
•    Rick Solomon, CPA, CGMA, CEO of Thriving Firm – Deliverables Chair
•    Carrie Steffen, President and Co-Founder, The Whetstone Group – Marketing Chair

In addition, CPACA members shared their experiences and insights into issues of the CPA profession in a new report on the most pressing issues for 2015: People at the Center of CPA Firm 2015 Top Issues.

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