People
California
Holthouse Carlin & Van Trigt LLP has promoted Victor Gonzales to partner in the tax practice of its Long Beach office. He joined the firm in 2001, and has over 13 years of experience in tax consulting.
Colorado
Brock & Co. CPAs PC has promoted Linda Sullivan to senior accountant and Kris Kolpin to supervisor in the Longmont office; Sheila Cage to senior accountant in the Northglenn office; and Jimme Lyn Gregg to senior accountant in the Boulder office.
Florida
Hooman Vakili has joined Gerson, Preston, Robinson & Co., Miami Beach, as an accountant.
Georgia
Porter Keadle Moore LLP, Atlanta, has promoted Deana Folmar to audit principal, Michael Morris to information technology manager, and Julie Stevenson to audit senior. Folmer joined the firm in 1995, Morris in 1999, and Stevenson in 2002.
Indiana
Crowe Group LLP, Indianapolis, the holding company of Crowe Chizek & Co. LLC, announced the election of 12 new partners: Mark Baer and Gregory J. McClure, in Columbus, Ohio; Sid Sherwood, in Elkhart; Rob DeGroot and Scott C. Miller, in Grand Rapids, Mich.; Scott R. Nickerson, in Indianapolis; G. Anthony Bruscher Jr. and Greg A. Stump, in Louisville, Ky.; Wendy L. Campbell and Tom P. Eastman, in Oak Brook, Ill.; and Jim Fulton and Thomas E. Murphy, in South Bend. The firm also elected Jon B. Campbell, in Lake Worth, Fla., to director.
Iowa
Michael W. Dixon has been named a director of Triple F Inc., Des Moines, where he is the financial officer. ... Michael J. Podliska has been promoted to audit manager at Anderson Larkin & Co. PC, Ottumwa.
Kentucky
Welenken Himmelfarb & Co., Louisville, has promoted Keith Hubbs and Ron Ferro to managers, and Gina Earle and Sarah Fawbush to senior accountants.
Maryland
KAWG&F, Baltimore, has promoted Michael L. Gentry to manager, and Melissa J. Pitchford to supervisor accountant. Gentry joined the firm in 1998, Pitchford this year. ... Paul E. Beck, a retired partner of Councilor, Buchanan & Mitchell PC CPAs, Bethesda, has been recognized by the AICPA as a 50-year member of the institute. Beck became a CPA in 1953.
Michigan
KPMG announced that Eddie Munson will have a new role as partner-in-charge of campus recruiting. Munson was previously managing partner of the Michigan business unit, and partner-in-charge of assurance for the mid-America business unit. He joined KPMG in 1972, and made partner in 1983. ... David Helisek was named a partner in the Southfield office of Plante & Moran PLLC. In addition, Theresa Kluk Banka was named a director in the Southfield office.
New York
Cruz E. Berrios has joined Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh and Poughkeepsie, as a junior accountant in the client service department. Berrios graduated from Mount Saint Mary College in May 2003 with a degree in accounting.
New Jersey
Lynn A. Mitchell and Meghan C. Siri have become partners in Campos & Stratis, Teaneck, and Christine C. Semsel has become a principal. Mitchell joined the firm in 1994, Siri in 1997, and Semsel in 1991.
North Carolina
Jeff Lewis, Margaret Thompson and Michael Wright have been named members in Dixon Odom PLLC, High Point. Lewis joined the firm in 2001, after more than 10 years with a Big Four firm, and currently serves as the assistant to the accounting and auditing director. Thompson joined the firm in 1984, and is member-in-charge of the Affordable Housing Services Group. Wright has been with the firm for 11 years. In addition, the firm announced that director Norwood G. Clark has been appointed to a third three-year term on the North Carolina State Board of Certified Public Accountant Examiners. ClarkÕs Raleigh-based firm, Clark-McNairy CPA PC, recently merged with Dixon Odom. ... Teresa F. Burgess, managing partner of Lowman, Knapp & Lowman LLP, Kitty Hawk, recently completed the course “How to Conduct a Review Under the American Institute of CPAs Practice Monitoring Program,” and is now qualified to perform system, engagement and report peer review engagements.
Pennsylvania
David J. Pieton, of KFMR Katz Ferraro McMurtry PC, Pittsburgh, has received the Accredited Senior Appraiser designation from the American Society of Appraisers. ... Jeffrey P. Lipson has joined Parente Randolph PC, Wilkes-Barre, as chief information officer. In addition, Stephen J. Scherf, a principal in the Philadelphia office, has received the Instructor of Great Distinction Award from National Association of CVAs for the fifth consecutive year.
Colorado
The Boulder office of Brock & Co. CPAs PC has moved to 1930 17th St., Suite 200, Boulder, Colo. 80302. Their telephone and fax numbers will remain the same.
Iowa
Gardiner & Co. PC, Des Moines, has become Gardiner Thomsen. It will maintain its offices in Des Moines, Charles City, Sioux City, and Lincoln, Neb.
Georgia
Porter Keadle Moore LLP, Atlanta, received two Marketing Achievement Awards from the Association for Accounting Marketing, in the Web site and seminar categories. The firm launched its new Web site in January; its winning seminar was held with a law firm and another accounting firm, and covered Sarbanes-Oxley and Nasdaq rules for bank executives and directors.
Minnesota
RSM McGladrey, Minneapolis, received three first place awards at the Association of Accounting Marketing’s national conference in Boston, for logo design, Web site design and corporate identity. The entries stemmed from the firm’s recent branding campaign. The firm has also been cited for its various women’s initiatives in a new book from the AICPA, “Promoting Your Talent: A Guidebook for Women and Their Firms.”
New Jersey
Wiss & Co. LLP, Livingston, has announced the formation of its Corporate Governance Services Group, to address the impact of the Sarbanes-Oxley Act and its effects on public companies and their auditors. It plans to offer clients help with, among other things, establishing internal audit departments; developing internal audit plans; designing, implementing, monitoring and testing internal controls; reviewing audit committee effectiveness; and coaching directors and executives on financial reporting risk management. ... Campos & Stratis, Teaneck, has formed a strategic alliance with Richard F. Lane, CPA/ABV, a business valuation consultant in Wyckoff, to provide integrated services to firms, as well as corporate and insurance industry clients.
Pennsylvania
The Enterprise Technology Solutions Group of Kreischer Miller & Co., Horsham, has achieved Best Software’s top tier MAS 90/200 Board Level Recognition, ranking second in MAS 90/200 product sales among the 20 top partners. The group has also achieved full certification in Microsoft Customer Relationship Management.
August3-8: 14th Annual ACFE Fraud Conference & Exhibition, Association of Certified Fraud Examiners. Hilton Chicago, Chicago. Contact: (800) 245-3321 or
5-7: National Tax Forum, Internal Revenue Service. Atlanta. Contact:
13-15: Nonprofit Excellence Conference, Best Software. Washington Marriott, Washington D.C. Contact:
10-13: Planning for Retirement Needs - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact:
10-13: Business Succession Planning I, The American College. Bryn Mawr, Pa. Contact:
11: Developing a Business Plan, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or
12: Small Business Financing, PPC. Oklahoma City. Contact: (800) 323-8724 ext. 4253 or
13-16: Business Succession Planning II, The American College. Bryn Mawr, Pa. Contact:
14: Developing a Business Plan, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or
15: Small Business Financing, PPC. Tulsa, Okla. Contact: (800) 323-8724 ext. 4253 or
17-20: Planning for Business Owners and Professionals - On Campus Review Classes, The American College. Bryn Mawr, Pa. Contact:
17-22: Taxes 2003-2004: A Look Ahead, New York State Society of CPAs and the New York Chapter of the Institute of Management Accountants. Kutsher’s Country Club, Monticello, N.Y. Contact:
19-21: National Tax Forum, Internal Revenue Service. St. Louis. Contact:
20-22: Performance Measurement plus Skills & Systems Workshop. Vancouver, B.C. Contact:
20-23: 58th Annual Convention, National Society of Accountants. Grand America Hotel, Salt Lake City. Contact:
21: Tracing Illicit Funds, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or
21-26: NAEA Convention, National Association of Enrolled Agents. Westin Crown Center, Kansas City, Mo. Contact:
25: Developing a Business Plan, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or
25-26: National Governmental Accounting and Auditing Update Conference, AICPA. JW Marriott, Washington, D.C. Contact:
25-26: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or
26: Small Business Financing, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or
26-27: Illinois CPA Society Business and Technology Show and Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393.
27-29: Performance Measurement plus Skills & Systems Workshop. Quebec City, Quebec. Contact:
28: Developing a Business Plan, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or
28: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Station Square Hotel, Pittsburgh. Contact: (800) 245-3321 or
29: Small Business Financing, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or
SEPTEMBER
2-4: National Tax Forum, Internal Revenue Service. San Antonio. Contact:
3: Developing a Business Plan, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact:
3-4: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or
4: Small Business Financing, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact:
4: How to Testify, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or
7-10: Mutual Funds: Analysis, Allocation and Performance Evaluation, The American College. Bryn Mawr, Pa. Contact:
8: A&A for the Tax Practitioner, California CPA Education Foundation. East Bay Area, Calif. Contact:
8: Developing a Business Plan, PPC. Comfort Suites, Monroe, La. Contact:
8: Advanced Computer Fraud Detection & Examination, Association of Certified Fraud Examiners. Holiday Inn Select Atlanta Perimeter, Atlanta. Contact: (800) 245-3321 or
9: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. Los Angeles. Contact:
9: Accounting and Auditing Update, California CPA Education Foundation. Channel Counties, Calif. Contact:
9: Small Business Financing, PPC. Comfort Suites, Monroe, La. Contact:
9: Professional Responsibility for Tax Practitioners, Tax Talk Today. Webcast. Contact:
11: Developing a Business Plan, PPC. Holiday Inn, Bossier City, La. Contact:
11: Pacific Rim Conference, Association of Certified Fraud Examiners. Radisson Plaza Hotel, Sydney. Contact: (800) 245-3321 or
12: Small Business Financing, PPC. Holiday Inn, Bossier City, La. Contact:
15: Professional Interviewing Skills, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or
15-Jan. 5, 2004: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact:
16: Fraud Risk Assessment, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or
16-18: National Tax Forum, IRS. Las Vegas. Contact:
16-21: Group Retreat, Large Tax Practice Group. St. Anthony Wyndham Hotel, San Antonio. Contact:
17: Accounting & Auditing Update, PPC. Colorado Springs, Colo. Contact: (800) 323-8724 ext. 4253 or
18: A&A for the Tax Practitioner, California CPA Education Foundation. San Diego. Contact:
18: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Vancouver, Vancouver, B.C. Contact: (800) 245-3321 or
21-Oct. 1: CSEA 2003 Tax Boat, CSEA. Grandeur of the Seas (cruising New England and Canada). Contact: (800) 777-2732.
22: Fraud Risk Assessment, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or
22-23: National Governmental Accounting and Auditing Update Conference, AICPA. Wyndham Buttes Resort, Tempe, Ariz. Contact:
22-26: Continuing Education Week, California CPA Education Foundation. Tenaya Lodge, Yosemite. Contact:
23: Accounting & Auditing Update, PPC. Ft. Collins, Colo. Contact:
24: Annuities: Get the Whole Story, California CPA Education Foundation. East Bay Area, Calif. Contact:
24-27: Performance Measurement plus Skills & Systems Workshop. Marriott Hotel, San Francisco. Contact:
25: Conducting Internal Investigations, Association of Certified Fraud Examiners. Walt Disney World Swan, Lake Buena Vista, Fla. Contact: (800) 245-3321 or
28-Oct. 1: Charitable Giving Applications, The American College. Bryn Mawr, Pa. Contact: (610) 526-1455 or
29: 2003 ABV Examination Review Course, California CPA Education Foundation. Los Angeles/Beverly Hills. Contact:
30: Fraud Risk Assessment, PPC. Comfort Suites, Monroe, La. Contact:
OCTOBER
1: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. Inland Empire, Calif. Contact:
2: Financial Statement Fraud, Association of Certified Fraud Examiners. Hyatt Regency New Orleans at Louisiana Superdome, New Orleans. Contact:
2-3: National Conference on Advanced Litigation and Fraud, AICPA. Fountainbleu Hilton Resort, Miami Beach, Fla. Contact:
2-5: Estate Planning Applications, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or
3: Fraud Risk Assessment, PPC. Holiday Inn, Bossier City, La. Contact:
6: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Wyndham Salt Lake City Hotel, Salt Lake City. Contact: (800) 245-3321 or
7: Fraud Risk Assessment, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact:
7-Jan. 13, 2004: Investments, The American College. Bryn Mawr, Pa. Contact:
9: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Holiday Inn BWI Airport, Baltimore. Contact: (800) 245-3321 or
9: Professional Interviewing Skills, Association of Certified Fraud Examiners. Holiday Inn Livonia West, Detroit. Contact: (800) 245-3321 or
11-12: Dalton Review for the CFP Certification Examination CLU/ChFC Challenge Session, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or
12-15: Advanced Estate Planning I, The American College. Bryn Mawr, Pa. Contact:
13-14: AICPA Fall Business and Industry Conference, AICPA and the Canadian Institute of Chartered Accountants. Disney’s Contemporary Resort, Lake Buena Vista, Fla. Contact:
13-14: John F. Savage Memorial Sales Conference, The American College. Bryn Mawr, Pa. Contact:
16: Accounting and Auditing Conference, California CPA Education Foundation. Los Angeles. Contact:
17: Accounting and Auditing Conference, California CPA Education Foundation. San Francisco. Contact:
19-22: Management for Results, D.B. Scholl Inc. Hilton Head, S.C. Contact:
20: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Hyatt Regency Minneapolis, Minneapolis. Contact: (800) 245-3321 or
20-22: AICPA Governmental Not-for-Profit Training Program, AICPA. Renaissance Harborplace Hotel, Baltimore. Contact:
20-24: Continuing Education Week, California CPA Education Foundation. Embassy Suites Hotel, San Luis Obispo, California. Contact:
22: Federal Tax Update, PPC. Denver. Contact: (800) 323-8724 ext. 4253 or
22: Annuities: Get the Whole Story, California CPA Education Foundation. Bakersfield, Calif. Contact:
24: Accounting and Auditing Update, California CPA Education Foundation. Sacramento, Calif. Contact:
24-26: Dalton Review for the CFP Certification Examination - Part I, The American College. Bryn Mawr, Pa. Contact:
27: A&A for the Tax Practitioner, California CPA Education Foundation. Fresno, Calif. Contact:
27: Professional Interviewing Skills, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or
28: Federal Tax Update, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or
29: Federal Tax Update, PPC. Colorado Springs, Colo. Contact:
30: Tracing Illicit Funds, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact:
31-Nov. 1: Be an IRA Distribution Expert! Training Seminar, Ed Slott and Larry Klein. Chicago. Contact: (866) 708-1528.
NOVEMBER
3: Accounting and Auditing for Trusts and Estates, California CPA Education Foundation. San Francisco. Contact:
3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Miami at Convention Center, Miami. Contact: (800) 245-3321 or
3: Professional Interviewing Skills, Association of Certified Fraud Examiners. Hyatt Regency Crown, Kansas City, Mo. Contact: (800) 245-3321 or
3-7: Continuing Education Week, California CPA Education Foundation. Bally’s Hotel & Casino, Las Vegas. Contact:
4: Advanced Auditing of HUD-Assisted Projects, California CPA Education Foundation. San Francisco. Contact:
5: Apply A-133 to NPOs and Government Organizations, California CPA Education Foundation. San Diego. Contact:
6: Investigating by Computer, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or
7-9: Dalton Review for the CFP Certification Examination - Part II, The American College. Bryn Mawr, Pa. Contact:
9-12: Personal Tax Planning, The American College. Bryn Mawr, Pa. Contact:
11-12: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership. Harrah’s Casino and Hotel, St. Louis. Contact: Kent Wagner (877) 226-0496, (314) 209-0922 or
12-16: 2003 Convention, Texas Society of Enrolled Agents. San Luis Resort Hotel and Convention Center, Galveston, Texas. Contact:
14: Accounting and Auditing Update, California CPA Education Foundation. Inland Empire, Calif. Contact:
14: 1041 Workshop, California CPA Education Foundation. San Fernando Valley, Calif. Contact:
16-19: Management for Results, D.B. Scholl Inc. Scottsdale, Ariz. Contact:
16-19: Income Taxation, The American College. Bryn Mawr, Pa. Contact:
17: 1040/540 Tax Season Update, California CPA Education Foundation. San Francisco. Contact:
17: 1041 Workshop, California CPA Education Foundation. Monterey, Calif. Contact:
18: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. East Bay Area, Calif. Contact:
18: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or
19: Compilation & Review, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or
DECEMBER
1: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or
1-5: Continuing Education Week, California CPA Education Foundation. Miramonte Resort, Palm Springs Calif. Contact:
2: Accounting & Auditing Annual Update, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or
3: GAAP Review Workshop 2, PPC-Bell Learning. Nashville, Tenn. Contact:
4: Update ‘03: Annual Year-End Financial Planning Conference, The American College. Bryn Mawr, Pa. Contact:
4: Excel to the Next Level, PPC-Bell Learning. Nashville, Tenn. Contact:
5: Access: Creating Powerful Databases, PPC-Bell Learning. Nashville, Tenn. Contact:
7-10: Management for Results, D.B. Scholl Inc. San Francisco. Contact:
7-10: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or
8: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. San Francisco. Contact:
8: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or
9: Compilation & Review, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or
9: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. Los Angeles Airport, Los Angeles. Contact:
9: Accounting for Income Taxes - Advanced, California CPA Education Foundation. San Francisco. Contact:
10: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. San Francisco Airport, San Francisco. Contact:
16: Accounting & Auditing Annual Update, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or
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Accounting Today
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