CALIFORNIA

Holthouse Carlin & Van Trigt, West Los Angeles, announced the promotion of Patricia J. O’Connell to partner. O’Connell joined the firm in January 1992 as a senior manager in the tax department. Prior to that, she had been employed at a Top 20 local CPA firm located in West Los Angeles for approximately eight years. O’Connell provides income tax compliance, consulting and planning services to businesses in various industries such as advertising, legal, medical, entertainment and real estate. Most of her clients are closely held businesses (Subchapter S corporations, partnerships and limited liability companies) and high net-worth individuals. O’Connell also performs trust work.

GEORGIA

Tauber & Balser, Atlanta, announced that Richard W. Millman and J. Marc Welch have been named shareholders. Millman serves as the director of Litigation Support and Bankruptcy Business Valuation Services. With over 30 years of professional and industry experience, Millman provides clients with business and asset valuations, financial investigations, mergers and acquisitions and other financial services. Welch has over 15 years of auditing experience in construction, manufacturing and wholesale distribution. He has consulted with several publicly held companies in advising on financial reporting responsibilities to the Securities and Exchange Commission.

ILLINOIS

CCH Inc., Riverwoods, announced that James de GaspŽ Bonar has been named publisher of its Federal and State Tax group. Bonar succeeds Kevin Robert, who recently was named president and CEO of CCH Tax Compliance. Most recently, Bonar was president and CEO of CCH Canadian, CCH Inc.’s sister-company based in Toronto. As publisher of the FAST group, Bonar will be responsible for U.S. Publishing’s largest business unit. The CCH FAST unit produces 150 Internet, CD-ROM and print products for tax, accounting, legal and financial planning professionals and corporations. Bonar has 15 years of publishing experience and joined CCH Canadian five years ago. Prior to being named CEO of the company, he held positions as vice president of sales, marketing and customer satisfaction, and general manager of the company’s French-language subsidiary, Publications CCH ItŽe. Before joining CCH Canadian, he was vice president and publisher of Sogides ItŽe, the leading French-language trade book company in Canada. He also was head of Literature and Publishing for the Department of Foreign Affairs and International Trade of Canada and a literary awards officer for the Canada Council.

IOWA

The Iowa Society of CPAs, West Des Moines, announced the following information about some of its members. The following personnel from McGladrey & Pullen, Des Moines, have been promoted: Nancy K. Dittmer - partner; Kathy J. Hatlie and Melissa R. Sisler - supervisors; and Christa M. Holtz, Anita K. Norian and Michael D. Lundberg - managers. The following personnel from other McGladrey & Pullen offices have been promoted: Kyle A. Decker, Davenport - general services supervisor; Neil J. Havlik, Cedar Rapids - manager, Business Valuation group; Jody L. Beck, Moline, Ill. - tax manager; and Holly M. Simmon, Moline, Ill. - general services manager. Susan C. Knapp has merged her accounting practice with Larson Watson Bartling & Juffer, West Des Moines, Marshalltown and Ames. She will be in the Marshalltown office. James J. Hingtgen, a partner with Denman & Co., West Des Moines, has been appointed to the board of Iowa Priority Prescription Savings Program, which is designed to reduce the cost of prescription drugs for Medicare-eligible Iowans. John J. Davis and David J. Moench, Denman & Co., West Des Moines, have been promoted to in-charge. Pamela J. Torgerson, formerly with Intervet Inc., Dallas Center, has joined Denman & Co., West Des Moines, as a staff accountant in the audit and tax departments. Matthew G. Hayertz, formerly with Deloitte & Touche, Des Moines, has joined Jordan Motors Inc., Johnston, as chief financial officer. Huckfeldt & Smith, Bettendorf, has purchased the practice of James A. Dudgeon (recently deceased), CPA, Davenport. Jay A. Anderson, Roth & Co., Des Moines, has become a shareholder. Anita Mandelbaum, recently retired from PricewaterhouseCoopers, Washington and currently residing in Boulder, Colo., will work for Cyril A. Mandelbaum, CPA, Des Moines, preparing tax returns this tax season. Stephanie S. Samenus, formerly with Henjes Conner & Williams, Sioux City, has been appointed to the 185th Fighter Wing, Iowa Air National Guard, as the unit’s community manager. Duane E. Muecke, Cain Ellsworth & Co., Sheldon, has been selected to serve as a member of the Polaris International North American Network Financial Institutions Committee for 2002. Terry L. Sullivan, formerly with KPMG, Des Moines, has joined Capital Management Associates Inc., Des Moines, as vice president.

MARYLAND

KAWG&F, Baltimore, announced that shareholder M. Kent Thomas has been elected to serve as a member of the Foundation Board of the Building Congress and Exchange. Thomas, an active member of the Building Congress and Exchange, previously served as a board member and co-chair of its Program Committee. Thomas is a member of KAWG&F’s board of directors since 2000. He has been with KAWG&F since 1984 and is co-chair of the firm’s Construction Service group. ... Councilor, Buchanan & Mitchell, Bethesda, announced the following. Rich L. Mahan has joined the firm as an audit manager. Mahan has over 13 years of accounting, auditing and business experience. His professional background includes appointments as the vice president of Finance for several local companies and large regional CPA firms. Eric Whitman was the 2001 recipient of the D.L. (Dooly) Mitchell Award for outstanding achievement. This yearly award, named after one of the founding leaders of Councilor, Buchanan & Mitchell, was started in 1986 to recognize the most outstanding individual or group within the firm, that has demonstrated the highest level of dedication to the advancement of the practice via exemplary new client development and outstanding client service.

MASSACHUSETTS

Vitale, Caturano & Co., Boston, announced that Bill Boyer, Ryan Quigley and Nicholas Vasi have joined the firm. Boyer and Quigley will provide a wide variety of tax, accounting and business advisory services for the firm. Vasi, as a marketing/communications specialist, will assist VCC’s existing Marketing group with all of the firm’s marketing and public relations efforts with a focus on graphic design and multi-media communications. Before joining the firm, Boyer worked in the printing industry. He began his career as a Damage Controlman, Third Class, in the U.S. Navy. Prior to joining the firm, Quigley worked at Grant Thornton as a staff accountant in the assurance department, and Vasi was a graphic designer at URS Corp. of Buffalo, N.Y.

MICHIGAN

Doeren Mayhew, Troy, announced the following. Chad Anschuetz has been named a director/shareholder of Doeren Mayhew. Anschuetz began his career with the firm in 1990. He is an audit director specializing in closely held corporations with extensive experience with manufacturers, specialty contractors, equipment lessors, wholesalers and various professional and service industries. Anschuetz has also managed several client mergers and acquisitions and has experience in litigation support. Catherine Bruder, Todd R. Fox and Brian J. Simmons have been named shareholders of Doeren Mayhew. Bruder began her career with the firm in 1989. She is a certified information systems auditor, managing the Information Technology Audit Services group and providing extensive consulting services to the credit union industry. Fox began his career with the firm in 1991. He has performed and supervised various audit, review and compilation engagements for a wide variety of clients including manufacturers, general and specialty construction contractors, real estate development and not-for-profit entities and municipalities. Simmons began his career with the firm in 1996. He is both a certified public accountant and a licensed attorney. Simmons’ practice is concentrated in the areas of personal and business entity tax planning with particular expertise in the areas of employee benefits, estate planning, nonprofit and tax-exempt organizations and the resolution of tax controversies. ... Follmer Rudzewicz Advisors Inc., Southfield, announced that Debbie Herman has been promoted to manager. Herman has spent the last five and a half years with the firm. She has prior experience in private accounting and specializes in job costing in the manufacturing industry.

NEVADA

Farmer & Tompkins CPAs, Las Vegas, announced the admission of Katina M. Peters to the position of stockholder. Peters will manage the firm’s newest location in the Plaza North Shopping Center at the corner of Sun City Boulevard and Del Webb Parkway in the Summerlin area. She has been an associate of the firm for seven years and specializes in small business profit planning and providing software systems support for Quickbooks, Peachtree and American Contractor.

NEW JERSEY

Bederson Financial Services, West Orange, announced the following. Edward P. Bond has been named chairman and Mark A. Mazza has been named managing partner. Bond will chair the firm’s executive committee while directing Bederson’s Insolvency and Litigation Services division. One of the nation’s foremost bankruptcy experts, Bond will continue to serve Bederson’s diverse client base. For more than 35 years, Bond has maintained a leadership position in the financial and business community including two consecutive appointments as president of the New Jersey State Board of Accountancy. Mazza, the firm’s former administrative partner, will assume the position of managing partner, previously held by Bond. In his new capacity, Mazza will manage the overall operations at the 65-year-old firm. Mazza’s expertise is in accounting and auditing engagements including extensive experience in the construction, restaurant and recycling industries, as well as HUD audits. Stephen R. Max has been appointed to head the new forensic accounting section of the company’s Insolvency and Litigation Services "White Collar Crime" division. Prior to joining Bederson, Max spent 28 years as a special agent with the Criminal Investigation Division of the Internal Revenue Service. Max will work primarily with attorneys representing clients involved in white-collar criminal activity and other financial litigation. These other areas include matrimonial investigations and valuations, business frauds and thefts, tracing of funds and any other area where investigative accounting is needed. Max’s professional background includes financial investigation and analysis, witness interviewing and debriefing, trial and witness preparation, the legal discovery process and expert witness testimony. As a special agent, he participated in investigations and trials involving white-collar crime, political corruption and organized criminal activity. ... RD Hunter & Co., Fair Lawn, announced the promotion of senior manager Frank Pawlowski to partner in the firm. Pawlowski joined the firm in 1986 as a staff accountant, receiving a number of promotions to attain his former position as manager in 1994. ... Cohen Friedman Dorman Leen & Co., Springfield/Manalapan, announced that Philip J. Leen and Gerard Bobal, formerly of Polakoff and Leen in Livingston, have been admitted to partnership in the firm. The other partners in the firm, which was formerly known as Cohen Friedman Dorman & Co., are Fred Cohen, Terry L. Friedman, Howard P. Dorman, Frank S. Hazen and James L. Garry. ... WithumSmith+Brown, Princeton, announced the appointment of Leo Paul D’Orazio as managing director of Health Care Services. D’Orazio is based in the firm’s New Brunswick office and will also be working at a satellite office in Blue Bell, Pa. He has over 25 years of experience in the health care industry. At WS+B, D’Orazio will assume responsibility for the firm’s health care consulting practices in acute and long-term care, physician management, home health care and ambulatory care. ... Amper, Politziner & Mattia, Edison, announced that Heather C. Taylor and Paula M. Young have been promoted to senior managers. Taylor is in the firm’s auditing and accounting department and has more than 12 years of public accounting experience working with manufacturing, distribution and service companies. She has a specialized expertise in SEC accounting and reporting requirements and handles many of the firm’s asset-based audits. Young is also in the auditing and accounting department and has more than 11 years of public accounting experience working with both public and private companies in various industries including supermarkets, cooperatives, franchises, manufacturers and distributors. She has extensive expertise with SEC compliance and reporting requirements and performs many of the firm’s quality reviews.

NEW MEXICO

Meyners + Co., Albuquerque, announced the following new staff members: Lisa M. Henson - executive assistant; Nina Hightower - client services supervisor; Lisanne Palacios - staff consultant; and Sarah Taylor - staff accountant. Henson’s responsibilities involve general facilitation of departmental operations, administrative assistance, report preparation and monitoring the workflow of the firm’s litigation and valuation services department. Prior to joining the firm, Henson served as business/office manager for Sedberry & Associates. Hightower will supervise the firm’s bookkeeping staff and prepare monthly compilations and financial statements for clients. She has more than 25 years of accounting experience. Palacios’ primary responsibilities are to provide review, compilation and consulting services for Meyners + Co.’s business services department. Taylor’s primary responsibilities include tax returns, tax research and tax planning projects. Before joining the firm, Taylor worked as an assistant controller for Herbert M. Denish & Associates.

NEW YORK

Richard A. Eisner & Co. (Eisner), New York, announced that Carolyn Dolci and Nicholas Tsafos were promoted to partners, and Peter Yee was named as principal. Dolci, a tax partner working in Eisner’s New Jersey office, assists businesses and individuals with income tax compliance and tax planning. She services business clients in the manufacturing, distribution and service industries. Tsafos, part of the Audit team, is responsible for coordinating the planning and administration of engagements in the firm’s Financial Services and Public Client practices. He has diversified accounting and auditing experience in a variety of industries, financial service firms and other entities engaged in providing investment services. Yee is the director of Eisner Fund Accounting Solutions (Eisnerfast), a unit of the Financial Services practice. He has over 15 years of experience in designing and maintaining financial systems. Yee manages the professionals who provide accounting and administration services to more than 100 hedge funds and oversees all technology aspects to the Eisnerfast internal systems. He also serves as a systems consultant to clients using the Total Return System. ...Watson Rice, New York, announced that Nora Galleros has been elected as the firm’s newest partner. Galleros joined the firm in 1993 as a staff auditor, was promoted eight months later to senior auditor, became a supervisor in 1994, a manager in 1996, a senior manager in 1997 and a director late last year. ... Elaine S. Buffington, principal of Fagliarone Group CPAs, Auburn, received the 2001 Sam Walton Business Leader Award from the Cayuga County Chamber of Commerce. The award was presented to Buffington by Terri Bridenbecker, executive director of the Cayuga County Chamber of Commerce. In addition to the award, Wal-Mart of Auburn, sponsors of the Sam Walton Business Leader Award, donated $500 to the Cayuga County Chamber of Commerce in Buffington’s name. The Sam Walton Business Leader Award honors business people who best exemplify the principles of Sam Walton, Wal-Mart’s founder. Those principles are service to the community, respect for employees and dedication to customer service. Buffington has volunteered with the Cayuga County Chapter of the American Red Cross, the United Way, the Community Preservation Committee, Hospice of Cayuga County and TomatoFest, among others. ... Joel Isaacson & Co., New York, announced that Paula Boyer Kennedy has joined the firm as a senior manager. Kennedy has over 20 years’ experience providing financial planning, compensation, investment advisory and related services to clients. She was formerly a senior manager at Deloitte & Touche. Previously she worked at Ernst & Young.

OHIO

SS&G Financial Services, Cleveland/Akron, announced that Joanna Eggett, Jeffrey Muencz and Christopher Szuch have been promoted to associate directors. Eggett has been with the firm for over three years and is mainly responsible for the preparation and review of compilations, reviews, audits, valuations, employee benefit plan administration and management advisory services for closely held businesses. She has also been key in the development of SS&G’s Outsourcing group, a specialty division that allows clients which have turnover in their accounting department, do not have resources available internally or when their accounting function is difficult to manage or out of control to utilize outside resources by providing cost effective, short- and long-term outsourced accounting and financial services. Some of Eggett’s accounting functions within the Outsourcing group include accounting software conversions, account reconciliations, audit and tax scheduling, financial analyses, general ledger accounting and streamlining of accounting systems. Muencz joined the firm in July 2000. He is responsible for the preparation and review of financial statement compilations, reviews and audits, as well as management advisory services for a variety of businesses with a primary focus on post-acute care facilities (nursing homes and continuing care retirement communities) and not-for-profits. As a certified public accountant and licensed nursing home administrator, Muencz has been a primary key figure in building SS&G’s post-acute care specialty. Szuch performs audits, reviews and compilations for a variety of businesses including labor unions, construction companies, service organizations, manufacturers, employee benefit plans (single employer and multi-employer) and not-for-profit entities. His experience also includes overseeing consulting projects such as due diligence examinations, litigation support services, fraud examinations, accounting system and internal control reviews and business valuations. In addition, SS&G Financial Services announced the following additions to its staff: Louise Kirk - associate director; Lisa Buonamici and Mary Jo Dolson - senior associates; Angela Alexander, Kristin Dennis, Stacey Fox and Angela Ward - associates; Brian Benson - senior consultant; and Annette Smeltzer - marketing coordinator.

PENNSYLVANIA

KFMR, Pittsburgh, announced that Mark H. Bronder has been named a shareholder. Bronder was also appointed director, Construction Industry group. He has been with the firm for over 14 years and in that time has specialized in providing accounting and consulting services to the Construction Industry. KFMR also announced the following new staff members to the firm: Jennifer Coffield - staff accountant; Felicia Paluch - accounting associate; Daniel Baskin - intern; and Eli Hornyak - intern. In addition, Rebecca Rumski has been promoted from administrative assistant to accounting associate. ... Dunlap & Associates, Chalfont, announced that Karin Honeybone has been promoted from senior I accountant to senior II accountant in the auditing department. In her role as a member of the auditing department, Honeybone provides audit and tax services for both commercial entities and not-for-profit organizations. She also performs ERISA/Department of Labor audits for corporate pension and profit sharing plans.

SOUTH CAROLINA

Moore Kirkland & Beauston, West Columbia, announced that Frank D. Thomas, manager, has completed the requirements of the National Association of Certified Valuation Analysts to become a certified valuation analyst.

TENNESSEE

Pershing Yoakley & Associates, Knoxville, announced that Grant L. Glines has joined the firm as a senior in the audit and reimbursement department. Prior to joining PY&A, Glines was with LeMaster & Daniels in Spokane, Wash.

WASHINGTON

Abramson Pendergast & Co., Seattle, announced the following. Donald G. DeSantis has joined the firm as director of Taxation. DeSantis was formerly with Greenpoint Technologies Inc. where he served four years as chief financial officer. He has 25 years of experience in professional services, retail, technology and aircraft design/engineering. Phillip J. Abbess has joined the firm’s tax department. Abbess was formerly a tax senior with Moss Adams.

WISCONSIN

Jannsen & Co., Waukesha, announced that Danny R. Beine and Timothy J. Beine have become shareholders of the firm. Danny manages the firm’s Hartford office and has been instrumental in directing tax, accounting, small business and individual client services to clients in the greater Hartford area. He joined Jannsen & Co. in January 1990 as an accounting intern and then as a full-time accountant in May 1991. Timothy provides support and technical assistance to clients in the areas of accounting, management consulting, technology and business performance and profit improvement services. He joined Jannsen & Co. in January 1992 as a full-time accountant.

FIRMS

MICHIGANThe Marketing and Communications Group of Crowe, Chizek and Co. LLP was recognized with an Addy Award and Citation of Excellence at the Ad Club of West Michigan’s Addy Award ceremony at the Cultural Center of St. Nicholas Antiochian Orthodox Church. This is the first Addy Award received by MCG, which was formed in April of 2001.

NEW JERSEY

Kal Barson has formed his own accounting firm, The Barson Group, dedicated to providing superior quality service to businesses and individuals, handling their accounting, tax and various financial related needs. The firm’s special area of focus is litigation support, including business valuations and forensic accounting.

TEXAS

Rothstein, Kass & Co. PC and RK Consulting LLC announced the opening of a new office located at 2515 McKinney Ave., Suite 840, Dallas, Texas 75201.

WASHINGTON

Clark Nuber, headquartered in Bellevue, celebrates 50 years and Bob Nuber is honored for 30 years with the firm. Clark Nuber employs over 75 professionals with expertise in the areas of non-profit, state and local taxes, technology consulting, management consulting, estates and trusts, high-net-worth individuals, family businesses, construction, real estate and manufacturing.

 

COMING EVENTS

APRIL8-9: Fundamentals of Telecommunications, Advanced Information Technologies. Holiday Inn Select, Boston-Government Center, Boston, Mass. Contact: (877) 396-0010 or www.iqpc.com/ait.

11-12: Fundamentals of Telecommunications, Advanced Information Technologies. The Empire Landmark Hotel, Vancouver. Contact: (312) 993-0393 or www.icpas.org.

11-12: Understanding Telecommunications, Franklin Research Group. Knowledge Development Centers, Indianapolis, Ind. Contact: (201) 847-7882 or www.franklinresearch.com.

17: 2002 Spring 401(k) Seminars, SunGard Corbel. San Diego, Calif. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

17-18: Understanding Telecommunications, Franklin Research Group. MicorTek Conference & Education Center, Washington, D.C. Contact: (201) 847-7882 or www.franklinresearch.com.

17-18: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Cincinnati, Ohio. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

18-19: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Denver, Colo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

18-19: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Orange County, Calif. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

18-19: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. St. Louis, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

23-24: Understanding Telecommunications, Franklin Research Group. Crowne Plaza at the United Nations, New York City. Contact: (201) 847-7882 or www.franklinresearch.com.

24-25: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Indianapolis, Ind. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

24-25: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Kansas City, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

24-26: Value-added Auditing Services Conference, AICPA/IIA. Rio All Suite Hotel & Casino, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

25: 2002 Health Care Conference: Health Care Innovations Ð How do they affect you and your business? Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393 or www.icpas.org.

25-26: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Chicago. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

25-26: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Philadelphia. Contact: Andrea Pennell 9904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

26: 2002 Spring 401(k) Seminars, SunGard Corbel. Jackson, Miss. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

28-30: Symposium on Philanthropy, ÒBuilding Community with Technology,Ó Blackbaud. Grand Hyatt, San Francisco, Calif. Contact: www.symposium.blackbaud.com or call (866) 292-4006.

29-30: Understanding Telecommunications, Franklin Research Group. The Forum Conference and Education Center, Cleveland, Ohio. Contact: (201) 847-7882 or www.franklinresearch.com.

MAY

1-2: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Baltimore, Md. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

1-2: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Des Moines, Iowa. Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

2-3: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Minneapolis, Minn. Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

2-3: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Boston, Mass. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

2-3: AICPA National Leadership Summit. Bellagio, Las Vegas, Nev. (888) 777-7077 or www.cpa2biz.com/conferences.

6-7: Understanding Telecommunications, Franklin Research Group. Atlanta, Ga. Contact: (201) 847-7882 or www.franklinresearch.com.

6-8: AICPA TECH 2002 Computer & Technology Conference. Washington Hilton & Towers, Washington, D.C. Contact: (888) 777-7077 or cpa2biz.com/conferences.

8: 2002 Spring 401(k) Seminars, SunGard Corbel. Hartford, Conn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

8-9: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Washington, D.C. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

8-9: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Cleveland, Ohio. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

9-10: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. New York City. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

9-10: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Dallas. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@cor-bel.com.

9-10: Tax Strategies for the High-Income Individual, AICPA. Fontainebleau Hilton, Miami Beach, Fla. Contact: (888) 777-7077 or cpa2biz.com/conferences.

12-17: National Banking School, AICPA. Cavalier Inn, Charlottesville, Va. Contact: (888) 777-7077 or cpa2biz.com/conferences.

13-14: Understanding Telecommunications, Franklin Research Group. Columbia, S.C. Contact: (201) 847-7882 or www.franklinresearch.com.

15: 2002 Spring 401(k) Seminars, SunGard Corbel. Grand Rapids, Minn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15: 2002 Spring 401(k) Seminar, SunGard Corbel. Madison, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Syracuse, N.Y. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Newark, N.J. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-16: Cost & Performance Management Symposium, AICPA/CAM-I. Wyndham Buttes Resort, Tempe, Ariz. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

16-17: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Detroit, Mich. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

16-17: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Milwaukee, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

16-17: National Conference on Divorce: Property and Complex Financial Issues, AICPA/AAML. Caesars Palace Hotel, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

20-22: National Conference on Employee Benefit Plans, AICPA. Sheraton San Diego, Calif. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

20-22: NCCPAP Spring Conference, NCCPAP National Board Meeting. Washington Court Hotel, Washington, D.C. Contact: National Office (516) 488-5400.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Pittsburgh, Penn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Bloomington, Ill. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Houston. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-23: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Omaha, Neb. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

29: 2002 Spring 5500/401(k) Seminars, SunGard Corbel. Wichita,Kan. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

29-31: Affordable Housing in Napa Valley, Calif., Reznick Fedder & Silverman. Contact: Nikki Gentile (301) 652-9100.

30: 2002 Spring 401(k) Seminars, SunGard Corbel. Oklahoma city, Oklahoma. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

31: 2002 Spring 401(k) Seminars, SunGard Corbel. Austin. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

30-31: Advanced Investment Management Conference, AICPA. Bellagio, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

30: Twenty-First Annual SEC and Financial Reporting Institute Conference. The Ritz-Carlton Huntington Hotel, Pasadena, Calif. Contact: Ingrid McClendon (213) 740-4847 or fax (213) 747-2815.

JUNE

3-5: Practitioners Symposium, AICPA. Bellagio, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

3-4: National Restaurants Conference, AICPA. New York-New York, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

5-7: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. St. Louis, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231. or andrea.pennell@corbel.com.

6: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Seattle, Wash. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

7: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. San Francisco, Calif. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

12: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Des Moines, Iowa. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

12-14: Financial Management in Design and Design-Build Conference, AICPA. The Drake Hotel, Chicago. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

12-14: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Chicago. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com

13: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Omaha, Neb. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

13-14: National Conference on Executive Compensation, AICPA. Hotel Inter-Continental, Chicago. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

13-14: National Not-for-Profit Industry Conference, AICPA. Grand Hyatt, Washinton, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

14: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Kansas City, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

17-21: AICPA National Tax Education Program (week 1). Training in tax research, individual income tax and property transactions. For complete information contact: (888) 777-7077 or www.cpa2biz.com/conferences.

19-21: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Houston. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

19-21: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Kansas City, Mo. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

20: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Salt Lake City, Utah. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

21: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Denver. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

23-26: Management for Results Seminar. Lake Tahoe, Nev. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com.

24-28: AICPA National Tax Education Program (week2). Training in C and S corporate taxation, passive losses, AMT and interest limitations. For complete information contact: (888) 777-7077 or www.cpa2biz.com/conferences.

26: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Atlanta, Ga. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

26-28: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Minneapolis, Minn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

27: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Houston. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

28: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Dallas. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

JULY

8-12: AICPA National Tax Education Program (week 3). Training in estates, trusts and gifts. For complete information contact: (888) 777-7077 or www.cpa2biz.com/conferences.

8-12: National Tax Education Institute, National Association of Enrolled Agents Education Foundation. Flamingo Hotel, Las Vegas, Nev. Contact: (301) 212-9608 or www.naea.org/pract-edu-ntei.cfm.

10: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Madison, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

10-12: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Detroit, Mich. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

11: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Chicago. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

11-12: Controllers Workshop, AICPA. Bellagio, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

12: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Minneapolis, Minn. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

15-19: AICPA National Tax EducationProgram (week 4). Training in corporate tax issues. For complete information contact: (888) 777-7077 or www.cpa2biz.com/conferences.

17: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Washinton, D.C. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

17-19: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Dallas, Texas. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

17-19: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Denver. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

18: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Philadelphia. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

19: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. New York City. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

22-26: AICPA National Tax Education Program (week 5). Training in S corporations, C corporations, family-limited partnerships, estate and gift taxes. For more information contact: (888) 777-7077 or www.cpa2biz.com/conferences.

24-26: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Cleveland, Ohio. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or andrea.pennell@corbel.com.

25-26: National Accounting and Auditing Advanced Technical Symposium, AICPA. Hyatt Regency, Chicago. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

25-26: National Performance Measurements Conference, AICPA. Hotel Royal Plaza, Orlando, Fla. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

31-3: Advanced Estate Planning Conference, AICPA. Portland Hilton, Portland, Ore. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

AUGUST

5-6: Peer Review Conference, AICPA. Fairmont Hotel, Dallas, Texas. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

20-23: National Society of Accountants 57th Annual Convention. Hilton Hawaiian Village, Honolulu, Hi. Contact: (800) 966-6679 or Kate Haddon at khaddon@nsacct.org.

26-27: National Governmental Accounting and Auditing Update Conference, AICPA. Renaissance, Washington, D.C. Contact: (888) 777-7077 or cpa2biz.com/conferences.

SEPTEMBER

23-24: National Governmental Accounting and Auditing Update Conference, AICPA. Omni Interlocken Resort & Spa, Denver. Contact: (888) 777-7077 or www.cpa2biz.com/conferences.

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