Lohman Co. PLLC, Mesa, has promoted Wendy A. Carrasco to manager. The firm also hired Julie L. Wagner and Seth P. Marty Jr. as managers. Wagner brings over 11 years of experience in tax planning, consulting and compliance to the firm; Marty brings over seven years of experience in audit, accounting, finance and business advisory services.
Jeffrey A. Mallan, audit manager at Pisenti & Brinker LLP, Santa Rosa, has received the Certified Fraud Examiner credential from the Association of Certified Fraud Examiners.
William F. Jones Jr. has become a partner in Marty, Lyle and Doty LLC, Longmont. Jones joined the firm in 2000, and has been involved in the accounting profession since 1988.
Kerkering, Barberio & Co. PA, Sarasota, has promoted Damon Wren from staff accountant to in-charge accountant, Cindy Handrick from in-charge to senior accountant, and Susan Wood from senior to supervisor accountant. ... Barry Mukamal, a director with Rachlin Cohen & Holtz LLP, Miami, has been appointed to serve as a private panel trustee in the Southern District of Florida under the U.S. Bankruptcy Trustee Program, a component of the Department of Justice that is responsible for overseeing the administration of bankruptcy cases and private trustees.
Ken Diel, managing member of Diel & Forguson LLC, received an award for outstanding community service at the O’Fallon Chamber of Commerce’s and O’Fallon Progress newspaper’s 27th annual awards banquet.
Tim Cook has joined Katz, Sapper & Miller LLP, Indianapolis, as director of state and local tax services.
Donna Beck Smith, a member with Brown Smith Wallace LLC, St. Louis, has received the Certified Forensic Accountant designation from the American College of Forensic Examiners, while Paul Joyce, a senior valuation analyst at the firm, has earned the Accredited in Business Valuation designation from the AICPA. Also, Amy Jones has joined Finance & Accounting Search Team LLC, a BSW affiliate company, as a senior consultant. She previously spent several years as an in-house recruiter for a grocery products manufacturer.
Jamie L. Hays has joined Bederson & Co. LLP, West Orange, as a senior member of the firm’s accounting and auditing team. Also, Edward P. Bond, the firm’s chairman, has been appointed president of the West Orange Chamber of Commerce. He had previously served as a member of the chamber’s board of directors. ... Nancy Kridel, a partner with Smolin, Lupin & Co. PA, Fairfield, has joined the advisory council of Independence Community Bank for a one-year term. She joined Smolin, Lupin in 2000 as a principal.
Ed Harrington has been appointed managing director of the New York and Long Island offices of Jefferson Wells International. Previously, he was a partner with PricewaterhouseCoopers. ... Jim Dwyer has been promoted to vice president of accounting services and treasury at Arbitron Inc., New York. He joined the company in 1996, most recently serving as controller. In addition, Sam Millstone has been appointed vice president of finance. He joins the company from Marriott International, where he was senior vice president for lodging finance and business development. ... Hilda Polanco, managing director and founder of Fiscal Management Associates LLC, New York, was presented with Hispanic Magazine’s Latina Excellence Award in Community Service at the 12th Annual Latina Excellence Awards. The award recognizes her business efforts to improve the ability of nonprofit organizations to deliver health, social and welfare programs to underserved segments of the city’s population, and to share her fiscal expertise with grassroots nonprofit organizations through training programs. ... Kenneth Richards, a partner at Satty, Levine & Ciacco CPAs PC, Jericho, was honored as Associate Member of the Year by the Long Island Builders Institute. Richards participates in the LIBI’s Associate Council and has served as secretary, vice president and, most recently, president. ... Deborah Bailey-Browne, a partner with Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh and Poughkeepsie, has been honored by the Diabetes Research Foundation of the Hudson Valley.
Tami M. Whatley, a professional with SS&G Financial Services, Northeastern Ohio, has passed the AICPA’s Accredited in Business Valuation exam. ... Thomas D. Bechtel, a partner with Cohen & Co., Cleveland, was named Ohio’s Financial Services Advocate of the Year by the Small Business Administration in recognition of his efforts to assist small businesses to obtain financing.
Craig C. Moffatt, a partner at Diefenbach Delio Kearney & DeDionisio, has been elected president of the Erie Chapter of the Pennsylvania Institute of CPAs for 2003-2004. Other new officers include president-elect William G. Finnecy, a partner at Malin, Bergquist & Co. LLP; secretary Robyn L. Williams, of Maloney Reed Scarpitti & Co. LLP; and treasurer David M. Pianta, a partner with Appletree & Kern PC. ... Gail A. Davis, a manager at CrawfordEllenbogen LLC, Pittsburgh, has joined the Board of Directors of the Hunger Services Network, which works to alleviate hunger and promote self-sufficiency among low-income residents of Allegheny County.
3: Governmental Accounting and Auditing Conference, Foundation for Accounting Education Conferences. The New York Helmsley Hotel, New York. Contact: (800) 537-3635.
4: Governmental Accounting and Auditing Conference, Foundation for Accounting Education Conferences. The New York Helmsley Hotel, New York. Contact: (800) 537-3635.
5-6: National Conference on Executive Compensation, AICPA. Caesar’s Palace, Las Vegas. Contact: www.cpa2biz.com.
5-8: 10th Annual Meeting: Quantum Leap Marketing and Exit Strategies for Accounting Firms, CPAsNet.com. Hilton Charleston Harbor Resort & Marina, Charleston, S.C. Contact: www.cpasnet.com
9: Business Valuation Conference, Foundation for Accounting Education Conferences. Roosevelt Hotel, New York. Contact: (800) 537-3635.
9: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hilton London, Paddington, London. Contact: (800) 245-3321 or www.cfenet.com
9-10: Practitioners Symposium, AICPA. Pointe South Mountain Resort, Phoenix. Contact: www.cpa2biz.com/conferences.
10: Small Business Taxation Conference, Foundation for Accounting Education. Metropolitan Hotel, New York. Contact: (800) 537-3635.
10: Non-Windows and Non-Outlook Environments, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or firstname.lastname@example.org.
11-13: AAM Marketing Summit 2003: Revolutionary Marketing, Association for Accounting Marketing. Boston Park Plaza Hotel, Boston. Contact: www.accountingmarketing.org/conference.htm.
11-13: Florida Accounting and Business Expo, Florida Institute of CPAs. Orange County Convention Center, Orlando, Fla. Contact: (850) 224-2727 or email@example.com
12: Conducting Internal Investigations, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.
12: Personal Financial Planning Conference, Foundation for Accounting Education. Metropolitan Hotel, New York. Contact: (800) 537-3635.
12-13: 2003 Not-for-Profit Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact: www.cpa2biz.com/conferences.
12-13: Handling an Estate Part II, Maui Chapter of the Hawaii Society of Enrolled Agents. Contact: Dru Gilroy (808) 242-9494 or firstname.lastname@example.org
12-13: Midwest in Motion, Illinois Society of Enrolled Agents. Lisle Hilton, Lisle, Ill. Contact: Ann Beck (815) 444-8170 or email@example.com.
15-18: Management for Results, D.B. Scholl Inc. Lake Tahoe, Nevada. Contact: www.dbscholl.com.
16-20: 2003 Tax Education Program - Week 1, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact: www.cpa2biz.com/conferences.
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