Alabama

Wilson, Price, Barranco, Blankenship & Billingsley, Montgomery, announced that Merrisa Ingram has passed all four parts of the CPA exam. Ingram joined the firm as a staff accountant in September 2000 and is responsible for preparing tax returns for various types of entities and performing audits of for-profit and not-for-profit entities.

Delaware

James A. Horty Jr., president of Horty & Horty, Wilmington/Dover, has been re-appointed to serve on the State Chapter Committee for the National Association of Certified Valuation Analysts for the year 2001-2002 period. The primary purpose of the committee is to develop and build chapters through the U.S. and strengthen relationships with state CPA societies and bar associations. The committee is responsible for advertising campaigns, joint conferences with affiliated organizations and identifying contacts and sources to help build NACVA’s local and national prominence. In addition, Edward Lupinek Jr., a management information systems accountant with the Wilmington branch, has passed the CPA exam. ... Robert Oulahan has joined Wheeler, Wolfenden & Dwares, Wilmington, as tax manager. Oulahan brings "Big Five" experience with him having worked at Price Waterhouse and Ernst & Young in similar capacities. He also worked as the director of taxation with Eastern Environmental Services - formerly a publicly traded company now owned by Waste Management Inc. Skye J. Gibson and Kathleen Corcoran have also joined the firm as staff accountants. Gibson works in the auditing department and Corcoran works in the tax department.

Maryland

Hertzbach & Co., Owings Mills, announced the promotion of Joseph M. Aleshire, Daniel A. Dickey, Edwin W. Norman, Marilyn F. Schneider and Ira L. Sperling to partners. Aleshire has been with the firm for 12 years. He directs the Real Estate Industry Focus Group, concentrating his practice in real estate development, construction, affordable housing (IRC Sec. 42 Low Income Housing Credits) as well as Federal and State Historic Tax Credits. Dickey has been with the firm for 18 years. He services a variety of clients, providing financial reporting and tax advisory services. Dickey is a member of the firm’s construction and manufacturing focus groups. Norman has been with the firm for 16 years. He concentrates in the construction industry assisting clients with bonding, obtaining financing and budgeting. In addition to construction, Norman has extensive experience in the land development and manufacturing industries. Schneider has been with the firm for over 15 years. She concentrates in the construction industry assisting contractors with contract claims, cash flow management, job costing and tax planning. In addition, Schneider coordinates all firm recruitment activities. Sperling has been with the firm for 15 years. He works with the Construction Group and is involved in the audits, reviews and compilations of various types of contractors as well as tax planning and preparation. Sperling is also active in the hiring and recruiting for the firm. ... KAWG&F, Baltimore, announced the following. Jane M. Brewer was selected for the third time as one of Maryland’s Top 100 Women for 2002. In honor of this recognition, Brewer is named to the Circle of Excellence for her sustained achievement. Brewer serves on the Board of Trustees of The Children’s Guild Inc., and is a member and past president of the Baltimore Chapter of the National Association of Women Business Owners and the Rotary Club of Towsontowne. She is also a member of CREW-Baltimore. Brewer became a shareholder with KAWG&F in 1990. Her career as a tax specialist began in 1975; she is a member of the firm’s tax department. In addition, Gail A. Millison has accepted a position as in-charge accountant. Millison will work in the Towson office. ... RSM McGladrey Inc., Bethesda, announced Nadine A. Massih as the newly appointed senior manager, Government Contracting Consulting Services. Massih has over 15 years of experience in auditing, evaluating, reviewing and managing Federal contracts. She spent three years with the GSA Inspector General Office of Audits conducting pre-post award contractual (MAS/FSS) and operational audits involving professional service contractors and computer equipment manufacturers/resellers. Her GSA audits included verification of catalog/commercial sales data and discount data, and Price Reduction Act recoveries. As the former Honeywell director of Cost & Government Accounting, for over six years, Massih managed a department responsible for noncompetitive bids and proposals, government compliance (indirect rates, CAS, and disclosure statements) and job cost accounting for $375 million/year division. In addition, as the vice president for Finance & Administration of a midsize government contractor, Massih, for over six years, directed the finance and accounting, contract and subcontract, bid and proposal, internal audit, office management and human resource departments. ... Ellin & Tucker, Baltimore, announced that Jeffrey D. Paxson has been awarded the Accredited in Business Valuation designation. The American Institute of CPAs designation is awarded to CPAs who meet specific criteria and demonstrate substantial experience and competence in the field of business valuation. Paxson is a member of the firm’s Business Valuation and Litigation Support Group.

Massachusetts

Carlin, Charron & Rosen, Worcester, announced that Alan Osmolowski has been selected as an equity partner. Osmolowski’s designation as an equity partner is in recognition of his substantial contribution to the firm, which he joined in 1990. Osmolowski has a broad background in public accounting which includes providing traditional tax, accounting and financial reporting services to closely held businesses as well as acting as an advisor to management on operational and long-term planning issues. He has assisted many clients in reaching their financial goals by working as part of their team of advisors. Osmolowski is the partner in charge of the firm’s Automotive Group, which provides tax and accounting services to automobile dealership clients throughout Massachusetts and Connecticut. ... Hill & Barlow, Boston, announced that it has named Richard M. Zielinski chair of the firm’s Professional Liability Practice Group. Representing attorneys and other professionals throughout the United States, the Professional Liability Practice Group defends malpractice claims and advises on firm governance, practice issues and professional ethics. Zielinski, an attorney at Hill & Barlow since 1981, chaired the firm’s litigation department from 1990 to 1992. ... Abrams Little-Gill Loberfeld, Chestnut Hill, announced the creation of a new division, Human Resources Management. HRM offers human resource consulting services including organizational analysis and design, performance appraisal and search and placement services. The firm has hired Paul Kunin as its director. For the past 11 years, Kunin has been the vice president of Finance at PA Co., a woman’s clothing manufacturer located in Needham. Kunin has gained recognition for his work on the dramatic changes affecting the profession of public accounting. He has written extensively, developed nationally recognized programs on the changing roles of CPAs and currently serves as vice president for the Massachusetts Society of CPAs’ Board of Directors. In 1997, Kunin received the "Image Award" for the development of education directed toward the "new CPA." He gives workshops on career and professional development. ... Themistos & Dane, Springfield, announced that Marc Swikalus and J. Patrick McGlone have joined the firm. Swikalus and McGlone will concentrate on accounting and tax issues for individuals and closely held businesses.

Michigan

Crowe, Chizek and Co., Grand Rapids, announced that Kristy Rempalski has joined the firm as a senior tax manager in the Commercial Services Group. Rempalski comes to the firm from Arthur Andersen in Grand Rapids where she worked for nine years in their tax group.

Nevada

Johnson Jacobson Wilcox, Las Vegas, announced that Courtney Wenleder and Vincent Tushis have joined the firm as staff accountants.

New Jersey

Sax Macy Fromm & Co., Clifton, announced that Joseph Shannon, manager of Litigation Support and Business Valuations Services, has completed the certification process with the National Association of Certified Valuation Analysts and has earned the designation of Certified Valuation Analyst. Shannon has been with the firm for nine years. ... The Videre Group, Asbury Park/Parsippany, announced that semi-senior accountants William Gutierrez and Rachel Piekarz have completed the Uniform of Certified Public Accountant examination to earn the professional designation, Certified Public Accountant.

New York

Geller & Co., New York, announced that it has named Peter L. Masanotti as chief operating officer, Michael C. Bernstein as managing director of Finance and Accounting outsourcing and Steven D. Goldberg as managing director of Tax. Masanotti comes to Geller & Co. with long-standing professional services experience through his work as an operations and strategic consultant for technology and software companies worldwide. He served as executive vice president, general counsel and chief administrative officer of International Telecommunication Data Systems, a billing and customer care solutions provider. Prior to ITDS, Masanotti was the managing partner of Kleban & Samor, a corporate law practice that included mergers and acquisitions, corporate finance, private placements and software licensing. As chief operating officer of Geller & Co., he will report directly to Martin Geller and will be responsible for managing day-to-day operations as well as identifying and solidifying new strategic initiatives to support the firm’s future growth and success. Bernstein joins Geller & Co. with substantial expertise in providing accounting and advisory services to technology businesses and venture-backed growth companies. Prior to joining Geller & Co., Bernstein was the partner-in-charge of the Technology Industry practice at Grant Thornton. Bernstein will drive new business in Geller & Co.’s middle-market Finance and Accounting Outsourcing practice in his new role as managing director of Finance and Accounting Outsourcing. Goldberg brings to Geller & Co. nearly 20 years of legal, financial, business development and international experience. Most recently working as a principal for KPMG, Goldberg was responsible for a variety of functions including the sale and delivery of projects involving international and domestic business and tax matters. Prior to KPMG, Goldberg was a partner at Hall Dickler Kent Friedman & Wood where he advised domestic and international public and privately held corporations on an extensive range of transactions, including mergers and acquisitions, strategic alliances and joint ventures. In his new position as managing director of Tax, Goldberg will oversee the firm’s extensive corporate tax operations. ... Fagliarone Group CPAs, Syracuse, announced the promotion of James N. D’Imperio from senior auditor to audit supervisor. In his new position, D’Imperio will supervise accounting and auditing service engagements including audits of financial statements and review of internal controls for the firm’s financial institution, credit union and securities broker-dealer clients. D’Imperio has seven years’ experience in public accounting.

North Dakota

Eide Bailly, Fargo, announced that Allen Heinen has joined the firm’s Minneapolis office as a partner. This brings the total number of partners in the firm to 64. Heinen specializes in accounting and audit services, tax planning, general business and organizational consulting. He was previously with a Bloomington, Minn.-based CPA firm where he was partner for 19 years.

Ohio

Skoda, Minotti & Co., Mayfield Village, announced the following. Steven H. Gross has been named principal. Gross has over 25 years’ experience in public accounting specializing in small business consulting with a concentration in taxes. He helps clients with their tax, accounting and business advisory needs. Gross is the head of the firm’s small business accounting department. Laurence A. Santagata has been hired as a senior staff accountant. Santagata’s focus is in accounting and auditing - client services. His responsibilities include advising the firm’s clients in the areas of accounting, tax and business development. Lori Hoover has been hired as an administrative assistant. Hoover works directly with the staff on all external reports and presentation materials. ... Hall, Kistler & Co., Canton, announced that Ronald E. Butler, senior accountant, has completed the certification process with the National Association of Certified Valuation Analysts to earn his designation of Certified Valuation Analyst. ... Brady, Ware & Schoenfeld Inc., Dayton, announced that Kelley Stanton, pension administrator, has earned her Qualified 401(k) Administrator designation. ... Crowe, Chizek and Co., Cleveland, announced that Brandon Gabel and Nathan Bell have joined the firm’s Financial Institutions Group. Gabel has joined as compliance and trust solutions associate and Bell joined as an associate. Prior to joining Crowe Chizek, Gabel was an intern at Fifth Third Bank (formerly Capital Bank) in Sylvania. Bell previously worked as a staff accountant at ComputerNet Resources Group in High Point, N.C.

Pennsylvania

Kuntz Lesher, Lancaster, announced that John S. Stoner and Bethany A. Novis have both received the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts. Stoner is a partner with Kuntz Lesher and Novis is a business advisor in the firm’s Management Advisory Services Group. As CVAs, they will provide business valuation and litigation support services to a wide range of clients. ... Croft, Drozd & Co., Exton, announced that Margaret "Martie" A. Walus has joined the firm as accountant/supervisor. Walus will be involved primarily in the firm’s Audit practice with some tax responsibility. Prior to joining the firm, Walus worked as a controller for ECOR Solutions Inc. in West Chester. Previously she worked as a controller for Ascom Automation Inc. and gained several years of public accounting experience with Stockton Bates. Both firms are located in Philadelphia.

South Carolina

Moore Kirkland & Beauston, West Columbia, announced that Emily Hicks has joined the firm. Hicks provides specialized auditing and tax services to individuals and businesses throughout South Carolina.

Tennessee

Centennial Valuation Group, Nashville, announced that Tonya L. Cherry has passed the Accredited in Business Valuation exam administered by the American Institute of CPAs. Cherry, a managing financial analyst at the firm, has over 12 years of diversified accounting and valuation experience in both private and public accounting serving clients in several industries including healthcare, banking, insurance, transportation, construction, manufacturing, real estate, entertainment, investment firms, service providers, governments, wholesale and retail trades. ... Pershing Yoakley & Associates, Knoxville, announced the following. Angie Caldwell was promoted from audit manager to audit senior manager. Nicol Langley and Andy Broyles have been promoted from audit staff to audit senior. Gary Randall King, Michelle Fernandez, Jonathan Skaggs and Ami Sonawala have been promoted from consulting staff to consulting senior.

Virginia

Mark Vogel of Homes, Lowry, Horn & Johnson, Vienna, has been awarded the Accredited in Business Valuation designation by the American Institute of CPAs. ... Goodman and Co., Richmond, announced that Christopher L. Apostolides, Rachel D. Gann and Michael D. Skretta have obtained the designation of certified public accountants. Apostolides, a senior associate, joined the firm in September 2001; Gann, an associate, joined the firm in May 2001; and Skretta, also an associate, joined the firm in December 2001.

FIRMS

Arizona

Henry & Horne PLC, Tempe, offers help to both individual and corporate taxpayers via its website at www.henryandhorne.com. The Website provides access to the latest tax tips, advice on recent tax law changes for 2002, industry-specific articles and a direct link to information from specialty niches and staff.

Colorado

BiggsKofford, Colorado Springs, announced that it has completed a merger with Covalt & Associates PC The combined companies will retain the name BiggsKofford LLC.

Georgia

Daugharty & Co. LLC announced the opening of a second office at the 1899 Building on Powers Ferry Rd, Ste. 230, Atlanta. Daugharty & Co.’s first office was established in August of 1999 in East Ellijay.

Idaho

Mountain Systems Inc., Boise, announced that they have joined forces with SGS Technology Group, of Ogden, Utah, to form SGS Technology Group of Idaho. This will provide Idaho, Utah and Oregon with a Best Software Inc. top national reseller offering complete technology solutions.

Iowa

The Iowa Society of CPAs announced the following information regarding its members. Theobald Donohue & Thompson PC, Fairfield, moved to 2109 W. Jefferson Ave.; Konek & Ketner, Ankeny, moved to 114 NW 5th Street, Ste. 202; Van Bruggen & Vande Vegte PC, Boyden, opened another office in Orange City at 109 Central Ave. SE; Schroer & Associates PC, Council Bluffs, moved to the Omni Centre, 300 W. Broadway, Ste. 41; Troy V. Hassebrock CPA, Webster City, has moved to 524 Second St.

Maryland

S. Vincent Crescenzi, president and managing partner of Councilor, Buchanan & Mitchell PC, Bethesda, announced the creation of CBM Financial Services LLC. CBM Financial Services LLC, a subsidiary of CBM, provides investment management and financial planning services and life and health insurance services and sales.

Massachusetts

Alexander, Aronson, Finning & Co. PC announced the following: the launch of AAF Consulting Services LLC, which will formalize services provided to clients in the financial planning and wealth management arenas; the acquisition of new office space in Wellesley to better serve the needs of an expanding client base in this area; the outstanding results of their third consecutive American Institute of CPA’s Peer Review Program; and the addition of David P. McManus, an AAF shareholder, to the Worcester office.

Coming Events

May

20: Financial Services, NCCPAP. 2200 W. Loop South, Ste. 400, Houston. Contact: Frank Kalenda (713) 690-5219.

20-21: VSCPA Industry Conference. Williamsburg Marriott Hotel, Williamsburg, Va. Contact: (800) 341- 8189 or www.vscpa.com .

20-22: The Circulation Management Conference & Expo, Media Central Circulation Management. The Hilton New York, New York City. Contact: (917) 981-2937 or www.circmanshow.com

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: Squeezing the Profit Out of Distribution, Kreischer, Miller & Co. KM&Co.’s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or llarson@kmco.com .

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 .

23: Estate Administration Conference, NYSSCPA. New York Hilton and Towers, New York City. Contact: (800) 537-3635.

23: Linux, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

29: 2002 New Jersey Accounting, Business & Technology Show, Flagg Management. Meadowlands Exposition Center, N.J. Contact: (212) 286-0333 or www.flaggmgmt.com .

29: Tax Litigation, NCCPAP. Christies Restaurant, Houston. Contact: Frank Kalenda (713) 690-5219.

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 .

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.

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

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

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.

4: Quickbooks Update, NCCPAP. The Tarrytown Hilton, Tarrytown, N.Y. Contact: Barbara Straub (845) 268-0444.

5-7: 2002 Spring Partners’ Challenge: The Trusted Advisor, Enterprise Network. Sheraton San Diego Hotel and Marina, San Diego, Calif. Contact: Carlotta McKee (615) 377-3392 or carlotta@waughco.com.

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: Entertainment & Sports Conference, NYSSCPA. Sheraton New York Hotel, New York City. Contact: (800) 537-3635.

6: Bankers and Financial Statement, NCCPAP. Imperial Manor, Bethpage, N.Y. Contact: N/S Chapter Office (516) 488-7700.

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 .

10-11: 2002 California Accounting & Business Show, Flagg Management. LAX Hilton Hotel, Las Angeles, Calif. Contact: (212) 286-0333 or www.flaggmgmt.com .

11: Vulnerability Scanning with ISS, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

12: Achieving Strategic Excellence Through Information Technologies, Kreischer, Miller & Co. KM&Co.’s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or llarson@kmco.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: Computer Forensics, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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: Field Management Seminar: Increasing Life Sales in a Rapidly Changing Environment, The American College. Location TBA. Contact: www.amercoll.edu/events/fms .

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: Personal Financial Planning Conference, NYSSCPA. Sheraton New York Hotel, New York City. Contact: (800) 537-3635.

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: Compilations, Reviews & Peer Review, NCCPAP. 2200 W. Loop South, Ste 400, Houston. Contact: Frank Kalenda (713) 690-5219.

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: TBA, NCCPAP. Christies Restaurant, Houston. Contact: Frank Kalenda (713) 690-5219.

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

7-10: 30th Annual International Conference of the Information Systems Audit and Control Association. Marriott Marquis Hotel, New York City. Contact: (847) 253-1545 ext. 485, conference@isaca.org or www.isaca.org .

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: Firewalls, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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 .

16: Auditing with Pentasafe, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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 .

31-2: 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 .

August

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

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 gcarpenter-cit@worldnet.att.net .

15-17: Annual African American Women in Business Conference, AAWIB. Sheraton Inner Harbor Hotel, Baltimore. Contact: Betty J. Price (310) 680-0870 or email@aawibc.com .

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 .

21: HIPAA Security Issues, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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

27-28: 22nd Annual Business and Technology Solutions Show, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393 or www.icpas.org .

September

10: Penetration/Vulnerability Assessments, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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

25: Employee Retention Strategies, Kreischer, Miller & Co. KM&Co.’s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or llarson@kmco.com .

26: Intangible Assets: Economics, Politics and Consequences of Accounting Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

29-2: Management for Results Seminar. Hilton Head, S.C. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com .

October

3-4: Staffing Forum, AICPA. Hotel Royal Plaza, Lake Buena Vista, Fla. Contact: (888) 777-7077 or www.cpa2biz.com .

8: Electronic Communication Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net

17-18: Industry Conference, AICPA. Hyatt Regency, New Orleans, La. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

21-22: National Auto Dealership Conference, AICPA. Disney’s Contemporary Resort, Orlando, Fla. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

21-23: National Governmental and Not-for-Profit Training Program, AICPA. Aladdin Resort & Casino, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

23: Succession Planning Strategies, Kreischer, Miller & Co. KM&Co.’s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or llarson@kmco.com .

24-26: Franchising in the Americas, The Franchise Center College of Business Administration University of Texas at El Paso. Hilton Camino Real Hotel, El Paso, Texas. Contact: Carolyn Gough or Marty Hernandez (915) 74707730, (800) 687-4512 or www.utep.edu/fc .

28-29: National Conference on Federal Taxes, AICPA. JW Marriott, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

28-29: National Conference on Credit Unions, AICPA. Hilton San Diego Resort, Calif. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

31-1: National Conference on Fraud, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

31-1: National Conference on Advanced Litigation Services, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

November

5: Audit Packages, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

7-8: National Conference on Banks and Savings Institutions, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

10-13: Management for Results Seminar. Phoenix, Ariz. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com.

11-12: National Healthcare Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

14: Auditing Routers and Firewalls, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

17-19: National Business Valuation Conference, AICPA. New Orleans Marriott, La. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

21-22: National Real Estate Conference, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

December

1-4: Management for Results Seminar. New Orleans, La. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com .

3: Web Servers, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

5-6: National Construction Industry Conference, AICPA. Marriott Rivercenter, San Antonio, Texas. Contact: (888) 777-7707 or www.cpa2biz.com/conferences .

5-6: Succession Planning Conference, AIPCA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

11-13: National Conference on Current SEC Developments, AICPA. Marriott Wardman Park Hotel, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

2003

January

6-8: Personal Financial Planning Technical Conference, AICPA. Marriott Desert Ridge Resort & Spa, Phoenix, Ariz. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

7: IT Equipment Lease vs. Buy, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

23: Access Accounting, Process Attestation and Continuous Auditing, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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