People

California
Dan Cashier, a CPA in Pismo Beach, has received the 2003 Public Service Award of the California Society of CPAs in recognition of his volunteer work in San Luis Obispo County.

Florida
Vicki J. Jernigan has been promoted to senior staff accountant at Donna M. Bloomer and Associates CPAs. She joined the firm in 2002.

Illinois
John Ziegelbauer has been named partner-in-charge of the financial institutions industry practice at Grant Thornton, Chicago. He succeeds Paul Pustorino, who will focus on the financial institutions practice in the Northeast. ... David Kolan has been named managing partner of the Chicago office of Smart and Associates LLP. He has over 23 years of experience, and was previously a partner with Schneider Downs. In addition, Scott Schenker has been promoted to partner in the Technology Business Services Practice. He has over 14 years of experience in helping organizations in all facets of information technology. ... William F. Gurrie & Co. Ltd., Oak Brook, has added three recent college graduates to its audit team: Margaret Kaiser, Rebecca Stumbaugh and Doug Wiley will serve as staff accountants serving Illinois government organizations.

Minnesota
RRoger Hendren has been named to head the Dallas operations of RSM McGladrey, Minneapolis. A 25-year veteran of financial and business services, he most recently served as managing director of the Piedmont, N.C. practice of RSM McGladrey.

New Jersey
Rosenfarb Winters LLC, Roseland, announced a number of promotions: Philip K. Kleckner has been promoted to partner-in-charge of the Business Crimes Group; Kyle Garcia to senior associate in the Business Valuation Group; and Jaime Pitts to recruiting and marketing manager. At the same time, Adam Kupperman has joined the firm as an associate in the Bankruptcy Group; and Lidia Torres, Jeanett Coppola and Patricia Patrillo have joined the administrative staff. In addition, Keith S. Balla, partner and managing director of the Public Trust Group, has been named to the Litigation Services Committee of the New York State Society of CPAs. ... Leonard Michielli has joined Untracht Early & Associates LLC, Florham Park, as firm administrator. He had previously worked for 18 years as the human resources director of a New Jersey CPA firm.

New York
Adam Jon F. Camhi has joined Goodman CPA Group, Staten Island, as head of the firm's marketing department. In addition, Deborah J. Squire was named manager of the Closely Held Business and Tax Department. ... Holtz Rubenstein & Co. LLP, Melville, announced a number of promotions. Joseph Chase will become senior manager in the Audit Department, after eight years with the firm; Patrick Yu is the firm's newest senior manager in the Nonprofit Division; and Harold Deiters has been named an audit manager, after five years with the firm. In addition, Kimberly Finnegan, Nadine Galvez, Gianni Iaboni, Jennifer Ladasky and Nicholas Tambakis have all been promoted to senior accountant, and Erica Comando, Robert Lunetta and Sapna Patel have all been promoted to semi-senior. ... Michael Traynor has joined Weiner, Dailey & Co. LLP, Elmsford, as a partner. He brings over 20 years of public accounting experience, and was previously a partner at Burruano Dolan Glaser & Traynor LLP.

North Carolina
Jason Carr, a member of the Accounting and Assurance Services Department in the Winston-Salem office of Dixon Odom PLLC, has passed the Certified Fraud Examiners Examination.

Ohio
Paul L. Rupert has joined Martinet, Martinet & Recchia Inc., Willoughby, as a partner. He brings 14 years of experience, recently with Ciuni & Panichi. ... Angela Crawford has joined Brady Ware, Dayton. She recently received a Master's of Accounting from Miami University, and will work out of the Richmond, Ind., office.

Virginia
The National Society of Accountants, Alexandria, has elected Daniel E. Setters its president for 2003-2004. Setters is an enrolled agent, and had previously served as second and first vice president for the NSA, as well as as a trustee of the NSA Scholarship Foundation. ... Brown, Edwards & Co. LLP, Roanoke, announced a number of new professional associates: Judy Coomer has joined the administrative staff in the firm's Bristol office; Jody Deel will work in the Bluefield, W. Va., office; John Hastings has joined the Lynchburg office; Billy Ray Robinson Jr. and Brenda Willner will work in the Roanoke office as audit team associates; and Candice Wininger has joined the Bristol office.

Firms

Colorado
Gordon, Hughes & Banks LLP has consolidated and merged two of its six offices in the state. The new address of their Denver Technological Center is: 5299 DTC Boulevard, Suite 1000, Greenwood Village, 80111. The phone number is (303) 770-5700; the fax is (303) 770-7581.

Illinois
Desmond & Ahern Ltd., Chicago, has merged with Patrick W. Melvin & Associates LLC. Patrick W. Melvin, with 27 years of experience serving nonprofit organizations and local businesses, will join Desmond & Ahern as a partner.

Mexico
Riojas Zambrano Morales Troncoso y Asociados SC, Monterrey, has joined Russell Bedford International, London, a group of independent accounting firms. RZMT has three partners, and clients around the world.

Oregon
McDonald Jacobs PC, Portland, and McDonald Franceschi LLC have joined Jay Harter to acquire C&E Systems, which provides financial services for political organizations and candidates. C&E co-founders Stan and Susan Matthews continue as principals; Harter will direct the company's future growth.

Coming Events

September

22: Fraud Risk Assessment, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22-23: National Governmental Accounting and Auditing Update Conference, AICPA. Wyndham Buttes Resort, Tempe, Ariz. Contact: www.cpa2biz.com.

22-26: Continuing Education Week, California CPA Education Foundation. Tenaya Lodge, Yosemite. Contact: www.educationfoundation.org.

23: Accounting & Auditing Update, PPC. Ft. Collins, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

23: Excel to the Next Level, PPC-Bell Learning Systems. Birmingham, Ala. Contact: www.bellcpe.com or (800) 548-1551.

24: Annuities: Get the Whole Story, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

24: 2003 Health Care Conference, Illinois CPA Society. Drury Lane, Oak Brook Terrace, Ill. Contact: www.icpas.org or (312) 993-0393.

24-27: Performance Measurement plus Skills & Systems Workshop. Marriott Hotel, San Francisco. Contact: laurie@mentorplus.comwww.mentorplus.com or (925) 485-1983.

25: Conducting Internal Investigations, Association of Certified Fraud Examiners. Walt Disney World Swan, Lake Buena Vista, Fla. Contact: (800) 245-3321 or www.cfenet.com.

28-Oct. 1: Charitable Giving Applications, The American College. Bryn Mawr, Pa. Contact: (610) 526-1455 or www.amercoll.edu.

29: 2003 ABV Examination Review Course, California CPA Education Foundation. Los Angeles/Beverly Hills. Contact: www.educationfoundation.org.

30: Fraud Risk Assessment, PPC. Comfort Suites, Monroe, La. Contact: www.ppcnet.com.

October

1: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

2: Financial Statement Fraud, Association of Certified Fraud Examiners. Hyatt Regency New Orleans at Louisiana Superdome, New Orleans. Contact: www.cfenet.com or (800) 245-3321.

2-3: National Conference on Advanced Litigation and Fraud, AICPA. Fountainbleu Hilton Resort, Miami Beach, Fla. Contact: www.cpa2biz.com/conferences.

2-5: Estate Planning Applications, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

3: Fraud Risk Assessment, PPC. Holiday Inn, Bossier City, La. Contact: www.ppcnet.com.

6: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Wyndham Salt Lake City Hotel, Salt Lake City. Contact: (800) 245-3321 or www.cfenet.com.

7: Fraud Risk Assessment, PPC. Holiday Inn Central Holidome, Lafayette, La. Contact: www.ppcnet.com.

7-Jan. 13, 2004: Investments, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Holiday Inn BWI Airport, Baltimore. Contact: (800) 245-3321 or www.cfenet.com.

9: Professional Interviewing Skills, Association of Certified Fraud Examiners. Holiday Inn Livonia West, Detroit. Contact: (800) 245-3321 or www.cfenet.com.

10: FSU Fall Accounting Conference, Florida Institute of CPAs. Tallahassee, Fla. Contact: (850) 224-2727 or www.ficpa.org/cpe.

11-12: Dalton Review for the CFP Certification Examination CLU/ChFC Challenge Session, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

12-15: Advanced Estate Planning I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

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: www.cpa2biz.com.

13-14: John F. Savage Memorial Sales Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

16: Accounting and Auditing Conference, California CPA Education Foundation. Los Angeles. Contact: www.educationfoundation.org.

17: Accounting and Auditing Conference, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

17: Construction Industry Conference, Florida Institute of CPAs. Orlando, Fla. Contact: (850) 224-2727 www.ficpa.org/cpe.

19-22: Management for Results, D.B. Scholl Inc. Hilton Head, S.C. Contact: www.dbscholl.com or (610) 431-1301.

20: Auditing for Internal Fraud, Association of Certified Fraud Examiners. Hyatt Regency Minneapolis, Minneapolis. Contact: (800) 245-3321 or www.cfenet.com.

20-22: AICPA Governmental Not-for-Profit Training Program, AICPA. Renaissance Harborplace Hotel, Baltimore. Contact: www.cpa2biz.com.

20-24: Continuing Education Week, California CPA Education Foundation. Embassy Suites Hotel, San Luis Obispo, California. Contact: www.educationfoundation.org.

22: Federal Tax Update, PPC. Denver. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

22: Annuities: Get the Whole Story, California CPA Education Foundation. Bakersfield, Calif. Contact: www.educationfoundation.org.

23-24: University of South Florida Accounting Conference, Florida Institute of CPAs. Tampa, Fla. Contact: (850) 224-2727 www.ficpa.org/cpe.

23-24: Common Interest Realty Association Conference, Florida Institute of CPAs. Ft. Lauderdale, Fla. Contact: www.ficpa.org/cpe.

24: Accounting and Auditing Update, California CPA Education Foundation. Sacramento, Calif. Contact: www.educationfoundation.org.

24-26: Dalton Review for the CFP Certification Examination - Part I, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

27: A&A for the Tax Practitioner, California CPA Education Foundation. Fresno, Calif. Contact: www.educationfoundation.org.

27: Professional Interviewing Skills, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

28: Federal Tax Update, PPC. Ft. Collins, Colo. Contact: (800) 323-8724 ext. 4253 or www.ppcnet.com.

29: 2003 Health Care Compliance and Fraud Conference, Illinois CPA Society. The Standard Club, Chicago. Contact: www.icpas.org or (312) 993-0393.

29: Federal Tax Update, PPC. Colorado Springs, Colo. Contact: www.ppcnet.com or (800) 323-8724 ext. 4253.

30: Tracing Illicit Funds, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: www.cfenet.com or (800) 245-3321.

30-31: Florida Gulf Coast University Accounting & Tax Conference, Florida Institute of CPAs. Ft. Meyers, Fla. Contact: www.ficpa.org/cpe or (850) 224-2727.

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: www.educationfoundation.org.

3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Miami at Convention Center, Miami. Contact: (800) 245-3321 or www.cfenet.com.

3: Professional Interviewing Skills, Association of Certified Fraud Examiners. Hyatt Regency Crown, Kansas City, Mo. Contact: (800) 245-3321 or www.cfenet.com.

3-7: Continuing Education Week, California CPA Education Foundation. Bally’s Hotel & Casino, Las Vegas. Contact: www.educationfoundation.org.

4: Advanced Auditing of HUD-Assisted Projects, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

5: Apply A-133 to NPOs and Government Organizations, California CPA Education Foundation. San Diego. Contact: www.educationfoundation.org.

6: Investigating by Computer, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

7-9: CPAsnet.com's 10th Mid-Year Meeting, CPAsnet.com. Hilton Naples & Towers, Naples, Fla. Contact: www.cpasnet.com or (609) 890-0800.

7-9: Dalton Review for the CFP Certification Examination - Part II, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

9-12: Personal Tax Planning, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1455.

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 www.thegrowthpartnership.com.

12-14: Florida Institute on Federal Taxation Conference, Florida Institute of CPAs. Orlando, Fla. Contact: (850) 224-2727 or www.ficpa.org/cpe.

12-16: 2003 Convention, Texas Society of Enrolled Agents. San Luis Resort Hotel and Convention Center, Galveston, Texas. Contact: www.txsea.org.

14: Accounting and Auditing Update, California CPA Education Foundation. Inland Empire, Calif. Contact: www.educationfoundation.org.

14: 1041 Workshop, California CPA Education Foundation. San Fernando Valley, Calif. Contact: www.educationfoundation.org.

16-19: Management for Results, D.B. Scholl Inc. Scottsdale, Ariz. Contact: www.dbscholl.com or (610) 431-1301.

16-19: Income Taxation, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (888) 263-7265.

16-19: ITA Fall Collaborate & Group T Meeting. Westin Kierland Resort & Spa, Scottsdale, Ariz. Contact: Jo Ann Benzer (480) 515-2003.

17: 1040/540 Tax Season Update, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

17: 1041 Workshop, California CPA Education Foundation. Monterey, Calif. Contact: www.educationfoundation.org.

18: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. East Bay Area, Calif. Contact: www.educationfoundation.org.

18: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

19: Compilation & Review, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

December

1: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or www.cfenet.com.

1-5: Continuing Education Week, California CPA Education Foundation. Miramonte Resort, Palm Springs Calif. Contact: www.educationfoundation.org.

2: Accounting & Auditing Annual Update, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

3: GAAP Review Workshop 2, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

4: Update ‘03: Annual Year-End Financial Planning Conference, The American College. Bryn Mawr, Pa. Contact: www.amercoll.edu or (610) 526-1202.

4: Excel to the Next Level, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

5: Access: Creating Powerful Databases, PPC-Bell Learning. Nashville, Tenn. Contact: www.bellcpe.com or (800) 548-1551.

7-10: Management for Results, D.B. Scholl Inc. San Francisco. Contact: www.dbscholl.com or (610) 431-1301.

7-10: Insurance and Financial Planning, The American College. Bryn Mawr, Pa. Contact: (888) 263-7265 or www.amercoll.edu.

8: Accounting for Income Taxes - Introduction to the Essentials, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

8: Internal Controls: Implementing Efficient Safeguards, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Compilation & Review, PPC-Bell Learning. Nashville, Tenn. Contact: (800) 548-1551 or www.bellcpe.com.

9: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. Los Angeles Airport, Los Angeles. Contact: www.educationfoundation.org.

9: Accounting for Income Taxes - Advanced, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org.

10: Tax Strategies for Closely Held Businesses, California CPA Education Foundation. San Francisco Airport, San Francisco. Contact: www.educationfoundation.org.

11-12: Estate & Financial Planning Conference, Florida Institute of CPAs. Tampa, Fla. Contact: (850) 224-2727  www.ficpa.org/cpe.

16: Accounting & Auditing Annual Update, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

17: AAccounting and Auditing for Trusts and Estates, California CPA Education Foundation. Los Angeles. Contact: (800) 548-1551 or www.educationfoundation.org.

17: ASmall Business Financial Reporting & Disclosures, PPC-Bell Learning. Little Rock, Ark. Contact: (800) 548-1551 or www.bellcpe.com.

17: Analyzing and Evaluating Insurance Concerns, California CPA Education Foundation. Orange County North, Calif. Contact: www.educationfoundation.org.

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