The American Institute of CPAs honored seven CPAs under the age of 40 with the Personal Financial Planning Standing Ovation awards at the AICPA Engage conference in Las Vegas: Rod Dooley, Dooley and Company, LLC, Lexington, S.C.; James Eaton, KatzAbosch, Timonium, Maryland; Lindsay Glassman, Landmark Wealth Management, Amherst, N.Y.; Sebrina Ivey, GHP Investment Advisors, Inc., Denver; Kristopher Miller, Lexington Financial Life Management, LLC, Culleoka, Tennessee; Zach Thies, Creative Planning, Overland Park, Kansas; and Geoffrey Tran, Tolleson Wealth Management, Dallas. (Read the full story.
) Also as part of the awards program, the AICPA honored five CPAs for their contributions in the areas of information management and technology assurance with the fourth annual Standing Ovation awards: Emily Chee, Vancouver, British Columbia; Jonathan Choquette-Riopel, Repentigny, Quebec; Shawn Ford, Richmond Hill, Ontario; Ebonie Jackson, Holland, Ohio; and Matthew Treskovich, Lakeland, Florida.
In other news from Engage, the AICPA announced that Richard L. Ward was awarded the 2019 P. Thomas Austin Personal Financial Planning Scholarship at the AICPA’s Advanced Estate Planning Conference, part of Engage. Also, P. Thomas Austin, who chaired the Advanced Estate Planning Conference for three decades and currently serves as the chair emeritus, was the recipient of the AICPA Sidney Kess Award for Excellence in Continuing Education. Additionally, Stuart Kessler, a senior tax director specializing in estate and financial planning at CohnReznick in New York, received the AICPA Stanley H. Breitbard Lifetime Achievement in Personal Financial Planning Award.
The Association for Accounting Marketing, also at Engage, held its annual AAM-MAA Awards Reception, featuring winners in multiple categories: In Advertising: Print Campaign, Elliott Davis; Digital Advertising, Mazars USA LLP; in Branding: Logo, new or refreshed, WilkinGuttenplan; Integrated Branding Programs, budget below $99,999, Johnson Lambert; Integrated Branding Programs, budget above $100,000, BKD CPAs & Advisors; Business Development Initiative: Customized Sales Initiative or Approach, Baldwin CPAs; Collateral & Content Marketing: Brochures, HW&Co.; Publications and Newsletters, BPM LLP; Announcements/Invitations, Wiebe Hinton Hambalek, LLP; and Integrated PR Campaign, Anglin Reichmann Armstrong; Events: Budget below $9,999, Berdon LLP; Budget between $10,000 and $24,999, Mazars USA LLP; Budget above $25,000, Grant Thornton LLP; Marketing & PR Campaigns: Recruiting Campaign, BerganKDV; Integrated Marketing Campaign, EisnerAmper LLP; Client Service/Survey, BKD CPAs & Advisors; Direct Marketing Campaign, Honkamp Krueger & Co., P.C.; Nurture/Lead Generation Campaign, Herbein + Company, Inc.; Social Media Campaign, Honkamp Krueger & Co., P.C.; Video & Multimedia: Program budget below $9,999, Hartmann, Blackmon & Kilgore, P.C.; Program budget above $10,000, Plante Moran; Website: Project budget below $24,999, Wall, Einhorn & Chernitzer, P.C.; and Project budget above $25,000, Tonneson + Co. AAM also announced the "We AAM to Serve" award to salute the corporate social responsibility philosophy of firms. The winners were, in each size category: small firm - Tonneson + Co.; medium firm - Perkins & Co.; and large firm - Dixon Hughes Goodman.