CRIC Capital LLC has named Travis Pacoe as Director of Acquisitions. Based in CRIC Capital’s San Francisco office, Pacoe joins the company’s experienced acquisitions team that includes Leo Schwartz in Greenwich, Conn. and Brian Johnson in Nashville, Tenn. Pacoe has been actively involved in various aspects of income-producing real estate for more than 10 years, including financing, development and acquisitions, with an emphasis on net leased investments.
M. Cynthia Sublett, a director at Wheeler, Wolfenden & Dwares, Wilmington, has been re-appointed to the Tax Executive Committee of CPAmerica International, an international association of major independent CPA and consulting firms. Sublett will be instrumental in directing the network’s tax standards committee, which provides technical support to members in their tax practices and has responsibility and authority for all tax matters for the Association. Sublett is a member of the AICPA and the Delaware Society of CPAs.
Dunbar, Cook & Shepard PC, Indianapolis, announced the promotion of Nicholas Dallas to director.
Duane D. Suits, of Sikich Gardner & Co. LLP, Aurora, is the new chairperson of the Illinois Certified Public Accounting Society. Suits has served in various ICPAS leadership positions. He is also a member of the AICPA Council. Suits is a founding partner in the accounting and consulting firm of Sikich Gardner & Co. LLP. Based in the firm’s Aurora office, he serves on the assurance services committee and is in charge of quality control for the firm. É Jeff Rudolph, president of ICS Advantage LLC announced two members of the firm have earned advanced certification. Steve Wegner, solutions consultant, received the designation of Cisco Certified Design Associate and Neil Witek received the project manager professional designation. The Cisco certification awarded to Wegner recognizes professionals who have demonstrated the requisite skills for designing routed and switched networks involving local area network, wide area network and dial access services for businesses and organizations with networks of fewer than 500 nodes. Witek successfully passed a four-hour project management examination after documenting nearly 10,000 hours of direct experience to earn the PMP designation.
The following information was announced regarding members of the Iowa Society of CPAs. Robert C. Sheetz, of Clifton Gunderson LLP, Cedar Rapids and Richard E. Winkel, Clinton, have been admitted as partners. Brian L. Perkins, formerly with Riverside World, Iowa Falls, has joined Green Belt Bank & Trust, Iowa Falls, as controller and chief financial officer. Ronald W. Jones, Security National Corporation, Sioux City, has been promoted to vice president of commercial loans. Gregory J. Braun, formerly with EFCO, Des Moines, has joined Opportunity Village, Clear Lake, as chief financial officer. Michael A. Eversmeyer, Varied Investments Inc., Muscatine, has been promoted to assistant controller and tax manager.
McLean, Koehler, Sparks & Hammond, Baltimore, has announced a strategic partnership with Barbara L. Craig to provide business improvement solutions to Maryland companies. Craig will join the firm’s Frederick office as a business process consultant. She has over 20 years of consulting experience, including strategy development, operational process improvement and team development. She has successfully applied her experience to both frontline operations and to back-office tax departments. In addition to consulting, Craig has extensive experience in federal, multi-state and local tax planning and compliance, designing and tailoring employee benefits plans, performing diligence for mergers, acquisitions and divestitures and handling regulatory compliance for financial institutions.
Schowalter & Jabouri PC, St. Louis, announced that Mei Chan has joined the firm as a manager. Chan is a member of the AICPA, the Missouri Society of CPAs and the Texas Society of CPAs.
Amper, Politziner & Mattia, Edison, announced that Linda Gibson joined the firm as a senior manager in the litigation and valuation group. Gibson has more than 20 years of business valuation/consulting experience and will be providing consulting, litigation support and business valuation services to a broad base of commercial entities, attorneys and individuals. É Rosenberg Rich Baker Berman & Co., Bridgewater and Maplewood, announced that Frank S. LaForgia, a partner of the firm, was recently appointed by the National Republican Congressional Committee to serve on the business advisory council. LaForgia will serve the state of New Jersey and is expected to play a crucial role in the party’s efforts to involve top business leaders in the process of government reform. É Marc P. Eidelberg, a director with Ehrenkrantz Sterling & Co. LLC, Livingston, has recently been appointed to serve as the treasurer of the Essex Chapter of the New Jersey Society of CPAs. In this role, Eidelberg will be responsible for managing the financial affairs of the Essex Chapter of the NJSCPA. Eidelberg has worked at Ehrenkrantz Sterling & Co. for 18 years. He is a graduate of the University of Delaware.
Friedman Alpren & Green LLP, New York, anounced that firm managing partener, Bruce Madnick, was given the Bob Berenson Leadership Award, at the Big Brothers Big Sisters of NYC’s Seventh Annual Accountants & Bankers Reception. This award is given annually to leaders in the business community who have shown an exceptional commitment to the ideals of the Big Brothers Big Sisters organization. ... M.R.Weiser & Co. LLP, New York, announced that Andrew M. Cohen, partner and member of the firm’s executive committee, has been elected to the New York State Society of CPAs’ board of directors. Cohen has been a member of the NYSSCPA since 1981 and previously served as president of the Nassau chapter, as chair of the accounting and auditing procedures of the Nassau chapter and as chair of the accounting and review services committee of the NYSSCPA. As partner with M.R.Weiser, Cohen specializes in the area of accounting and tax services for large and small businesses in numerous industries including real estate, medical and wholesale. ... BKR International, New York, announced that Sheldon Webster has been named the new chairman of the association’s worldwide board. Webster is also a partner of Borland, Benefield, Crawford and Webster PC, Birmingham, Ala. ... Berdon LLP, New York, has brought in David C. Lee as a partner along with 11 specialists from the New York office of Bond Beebe. Lee and his team have earned a national reputation for expertise in accounting and auditing for Taft-Hartley multi-employer benefit plans and labor organizations. In a career spanning more than 25 years, Lee has received wide acclaim for keen insights and innovative thinking in accounting and auditing issues relating to Taft-Hartley multi-employer benefit plans and labor organizations. Lee served on the AICPA employee benefit plan committee that authored the accounting and auditing guide for these plans - the guide that all auditors must follow. He is an active member of the International Foundation of Employee Benefit Plans and has served as moderator and speaker at numerous conferences held by this organization.
Lewis K. Carr, of Thomas, Knight, Trent, King and Co. of Durham has earned the Microsoft Certified Systems Engineer credential. Candidates for the MCSE credential are required to pass seven exams, which are designed to provide a reliable measure of technical proficiency in solution design and implementation. The Microsoft Certified Systems Engineer credential is the highest level of certification for professionals who design and implement the infrastructure for business solutions that are based on Microsoft Windows operating systems and Microsoft Servers software.
Jason Boone has joined Brady Ware, Dayton, as a team accountant. Jason came on board in January, 2002, and recently graduated with a bachelor’s of science in accounting and finance and a master’s in business administration from the University of Dayton. É Paul Lauzau, director of information technology consulting has been awarded the Certified Information Technology designation by the AICPA. The CITP designation is awarded to CPAs with significant experience in information technology strategic planning, implementation, management and business strategies for information systems. É Skoda, Minotti & Co., Mayfield Village, has added six new staff members. Frank C. Fini is a senior manager. He has over 10 years of tax and accounting experience. He recently earned his Series 7 License and became a registered representative. Rick Cruickshank is a senior accountant with Skoda, Minotti & Co. He has three years’ experience in public accounting. Cruickshank works on a range of accounting and tax engagements for clients in the manufacturing, distribution and service industries. Andrea H. Sheets is a senior manager in the tax planning and preparation department. Her areas of expertise are in the planning and preparation of personal and corporate income tax, as wells as assisting businesses with organizing their internal bookkeeping and record keeping. James S. Petras is a senior manager with over 20 years’ experience in public accounting and management consulting. Petras is also the network administrator for the company. Kelly A. Sheehan is a senior accountant with Skoda, Minotti & Co. She has over five years’ of auditing and tax experience with an emphasis in providing services to the healthcare industry. Finally, Dori Edmonds-Jones is a tax department and general office staff member. She is responsible for overseeing and participating in the collating of individual and corporate tax returns as well as being actively involved with monitoring the company’s tax filing due date system. É Howard, Wershbale & Co., Cleveland, is pleased to announce the hiring of John W. Kubichek as a senior in the auditing and accounting department. Kubichek brings with him almost five years’ accounting experience, specializing in individual and corporate taxes, nursing home, nonprofit and government audits and litigation support.
Parente Randolph, Wilkes-Barre, announced the addition of Martin Foley as a principal in the firm’s Philadelphia office. Prior to joining Parente Randolph, Foley spent 12 years with the Columbus, Ohio, Shanghai, China and Philadelphia, Penn. Offices of PricewaterhouseCoopers LLP. During his time at PwC, Foley provided a breadth of assurance and business advisory services to a variety of the firm’s clients, ranging from closely held companies to multi-national Fortune 100 companies. Foley also held a leadership position on the U.S. firm’s consumer packaged goods industry team and had management responsibility for various strategic initiatives implemented throughout mainland China. É Eric P. Wallace, a partner with Carbis Walker LLP, Pittsburgh, has been recognized as the Regional 2002 Accountant Advocate of the Year by the U.S. Small Business Administration. Wallace was selected the winner over other nominees from the Region III area which includes Pennsylvania, Maryland, Virginia, West Virginia, Delaware and the District of Columbia and six district offices. A panel of leading economic development professionals assembled in Philadelphia selected the regional winners who were chosen because of their outstanding advocacy efforts to improve the climate for small businesses.
Debra A. Turner, a partner at WebsterRogers LLP, Florence, has been reappointed by the state’s governor, Jim Hodges, to a second term on the South Carolina Board of Accountancy. The new term will extend to June 30, 2005. Turner is the partner-in-charge of the firm’s Charleston office.
Pershing Yoakley & Associates, Knoxville, announced that Lewis Newberry has joined the firm as a manager in the consulting department. Prior to joining PY&A, Newberry was the administrator of ambulatory services and system development for Memorial Health University Medical System in Savannah, Ga. He also spent six years with Camcare Health System in West Virginia as director of financial services and director of planning and business development.
As part of its annual Leadership Conference, the Virginia Society of Certified Public Accountants honored eight Virginia CPAs for their dedication and service to the accounting profession and the Society. The Life Member Award recognizes those outstanding CPAs who have been members of the VSCPA for more than 40 continuous years. Life Members continue to receive all benefits extended to VSCPA members but are no longer required to pay annual dues. The newest Life Members include Ellis M. Dunkum, David L. Burke, Charles R. Beans, Howard L. Brantly, Donald R. Maxfield, William T. Powell, Sidney E. Sutherland and Norman J. Zwahlen. Also, the VSCPA announced its officers and board of directors for 2002-2003. The officers and directors were sworn in at the Society’s annual business meeting. Stephanie Saunders, partner with Saunders & Saunders PC, Virginia Beach, is the new chair; Richard P. Pontynen, a regional partner-in-charge at Goodman & Co. LLP, Richmond, will serve as chair-elect. The following VSCPA members were named vice chairs: William Barclay Bradshaw, director at L.P. Martin & Co. PC, Richmond; Douglas M. Marshall III, principal-in-charge of Hill Barth & King LLC, Warrenton; Laura V. Patterson, of Easter Associates Inc., Charlottesville; and John L. Vincie III, partner at Phibbs, Burkholder, Geisert & Huffman LLP, Warrenton.
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 .
9: Not for Profit Update - Accounting & Tax Issues, NCCPAP. The Tarrytown Hilton, New York. Contact: Barbara Straub (845) 268-0444.
9: Firewalls, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or email@example.com .
9-10: Telecommunications for Non-Engineers, Edison Institute. Marriott LaGuardia, New York. Contact: 973-770-4400.
10: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Madison, Wis. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or firstname.lastname@example.org .
10-12: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Detroit, Mich. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or email@example.com.
11: 403[b]/457 Plan Workshop for2002, SunGard Corbel. Chicago. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or firstname.lastname@example.org .
11: The CPA Financial Planner, NCCPAP. Imperial Manor, Bethpage, N.Y. Contact: N/S Chapter Office (516) 488-7700.
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 email@example.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 .
16: Auditing with Pentasafe, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or firstname.lastname@example.org .
16-17: Telecommunications for Non-Engineers, Edison Institute. Marriott Inner Harbor Hotel, Baltimore, Ma. Contact: 973-770-4400.
17: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Washinton, D.C. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or email@example.com .
17-19: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Dallas, Texas. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or firstname.lastname@example.org .
17-19: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Denver. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or email@example.com .
18: Strategic Planning for your high-net-worth clients conference, Foundation for Accounting Education. New York Helmsley Hotel. Contact: (800) 537-3635.
18: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. Philadelphia. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or firstname.lastname@example.org .
19: 403[b]/457 Plan Workshop for 2002, SunGard Corbel. New York City. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or email@example.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 .
23: Fraud/Litigation Conference, Foundation for Accounting Education. Sheraton New York Hotel. Contact: (800) 537-3635.
23-24: Telecommunications for Non-Engineers, Edison Institute. Melville Marriott, Long Island, N.Y. Contact: 973-770-4400.
24: NCCPAP. Christies Restaurant, Houston. Contact: Frank Kalenda (713) 690-5219.
24-26: 2002 Fundamentals of Qualified Plans, SunGard Corbel Inc. Cleveland, Ohio. Contact: Andrea Pennell (904) 399-5888 ext. 1231 or firstname.lastname@example.org .
25-26: 2nd Annual Young CPA Forum, Foundation for Accounting Education. Sheraton University Hotel, Syracuse, New York. Contact: (800) 537-3635.
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 .
29: NCCPAP. 2200 West Loop South, Ste. 400, Houston. Contact: Frank Kalenda (713) 690-5219.
30: Closely Held and Flow Through Entities Conference, Foundation for Accounting Education. Sheraton New York Hotel. Contact: (800) 537-3635.
30-31: Telecommunications for Non-Engineers, Edison Institute. Holiday Inn of Tysons Corner, Va. Contact: 973-770-4400.
31: Bankruptcy and Reorganization Conference, Foundation for Accounting Education. The Association of the Bar of the City of New York. Contact: (800) 537-3635.
31-2: NCCPAP Summer Conference. The Metropolitan Hotel, New York City. Contact: The National Office (516) 488-5400.
31-3: Advanced Estate Planning Conference, AICPA. Portland Hilton, Portland, Ore. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .
5: NCCPAP. Victor’s Maywood Inn, Maywood, N.J. Contact: Jesse Frazer (201) 592-6351.
5-6: Peer Review Conference, AICPA. Fairmont Hotel, Dallas, Texas. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .
6: Healthcare Conference, Foundation for Accounting Education. New York Helmsley Hotel. Contact: (800) 537-3635.
6: Internet Issues, NCCPAP. The Tarrytown Hilton, Tarrytown, N.Y. Contact: Barbara Straub (845) 268-0444.
6-7: 2002 New York CPA, Business & Technology Show, Flagg Management. Hilton New York Hotel, New York City. Contact: (212) 286-0333 or www.flaggmgmt.com .
6: Windows XP, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or email@example.com .
8: The CPAs Role in Bankruptcy, NCCPAP. Imperial Manor, Bethpage, N.Y. Contact: N/S Chapter Office (516) 488-7700.
12-13: Corporate Cash Management, American Management Association. AMA’s Executive Conference Center, New York. Contact: Roger Kelleher (212) 903-7976.
12-15: Financial Analysis, American Management Association. AMA’s Executive Conference Center, New York. Contact: Roger Kelleher (212) 903-7976.
13: Employee Benefits Conference, Foundation for Accounting Education. The Association of the Bar of the City of New York. Contact: (800) 537-3635.
15-17: Annual African American Women in Business Conference, AAWIB. Sheraton Inner Harbor Hotel, Baltimore. Contact: Betty J. Price (310) 680-0870 or firstname.lastname@example.org .
18: The Future of the SEC after Enron, Foundation for Accounting Education. Sheraton New York Hotel. Contact: (800) 537-3635.
18-23: Taxation CPE, The Brooklyn Chapter of NYSSCPA in cooperation with FAE. Kutscher’s Country Club, Monticello, New York. Contact: Leila Dickenson (212) 719-8366.
19-21: Financial Forecasting, American Management Association. AMA’s Executive Conference Center, New York. Contact: Roger Kelleher (212) 903-7976.
20-23: National Society of Accountants 57th Annual Convention. Hilton Hawaiian Village, Honolulu, Hi. Contact: (800) 966-6679 or Kate Haddon at email@example.com .
21: HIPAA Security Issues, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or firstname.lastname@example.org .
21: Tax Planning for Individuals, Foundation for Accounting Education. Sheraton New York Hotel. Contact: (800) 537-3635.
22: Elder Care Conference, Foundation for Accounting Education. The Association of the Bar of the City of New York. Contact: (800) 537-3635.
26: NCCPAP. 2200 West Loop South, Ste. 400, Houston. Contact: Frank Kalenda (713) 690-5219.
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