People
California
RBZ LLP, Los Angeles, has promoted Tammy Saetia and Lynell Chun to manager; and Michael Bossi, Elisabeth Cai and Bo Koenig to supervisor. ... Mark Gaumond has been promoted to office managing partner in Ernst & Young’s San Francisco office. He joined the firm in 2002, after 27 years with Arthur Andersen. ... Robin Paule, a partner at Holthouse Carlin & Van Trigt LLP CPAs, has been appointed to the Taxation Law Advisory Commission of the State Bar of California by the Board of Governors, for a term running until 2006.
Connecticut
Haggett, Longobardi & Co. LLC, Glastonbury, announced a number of promotions. Kevin R. Millen and Scott H. Sunbury were promoted to forensic accounting specialist; Brenden M. Healy to supervisor; Brian M. Goulet, Timothy B. Kearcher and Bonnie L. Magee to senior accountant; and Kevin M. Gokey, Brian F. Hickey and Belinda J. Manifold to associate accountant.
Delaware
John A. D’Agostino has become a director of SantoraBaffone CPA Group, Newark. He joined the firm in 1994.
Florida
Jason Ray Santiago has joined Gerson, Preston, Robinson & Co. PA, Miami Beach, as the firm’s newest accountant. ... Karen Holman of KB Pension Services Inc., Sarasota, has passed the American Society of Pension Actuaries C-1 exam, the third in a series of four exams required for the Qualified Pension Administrator certification. ... Steve R. Picha, of the Tax and Litigation/ Valuation Consulting Groups of Madsen, Sapp, Mena, Rodriguez & Co. PA, has been installed as president of the Downtown Fort Lauderdale Rotary Club. ... Jennifer R. Mila and Denise Stubbs of Rachlin Cohen & Holtz LLP, Miami, have been appointed to the Young CPA Committee of the Florida Institute of CPAs.
Illinois
William F. Gurrie & Co. Ltd., Oak Brook, promoted Shelly Whitlow and Zaid Zeeshan to senior accountant in the Audit and Accounting Department.
Indiana
Steve Erwin has joined Katz, Sapper & Miller LLP, Indianapolis, as a staff accountant in the firm’s Tax Department.
Iowa
Angela K. Wagner has joined McGowen Hurst Clark & Smith PC, West Des Moines. ... Mary C. Houston-Poggemann has joined Konek & Saddoris, Ankeny, as a staff accountant. ... Craig A. Johnson has joined Wachovia Securities, West Des Moines, as a vice president of investments. ... Daniel M. Gardiner and Dennis M. Gardiner has been appointed shareholders in Gardiner Thomsen, Des Moines.
Maryland
Kenneth E. Baggett, managing principal of Reznick Fedder & Silverman, has been elected to the North America Board of Directors of the International Group of Accounting Firms. ... Ellin & Tucker Charter-ed, Baltimore, has hired Robert W. Johnson and Jennifer A. Taylor as staff accountants in the firm’s Audit, Accounting and Consulting Department. In addition, Steven King has become a member of the Audit Committee of the Baltimore Community Foundation, a collection of 300 different charitable funds. ... Mark R. Cissell, a shareholder with KAWG&F, Baltimore, will serve on the Board of Directors of the Howard County Chamber of Commerce. The firm has also hired Kristen L. Jortland as an in-charge.
Minnesota
RSM McGladrey announced 13 new managing directors: Marisa Alvarado, in Anaheim, Calif.; Paul Cain, in Des Moines, Iowa; Thomas M. Farrell, in Peoria, Ill.; G. Ross Franken and Jim Lamb, in Kansas City, Mo.; Charlene W. Greene and Dean Joaquin, in Pasadena, Calif.; James B. Jestel, in Davenport, Iowa; Mary Marino, in Phoenix; Ernest J. Nedder, in Stamford, Conn.; Anthony J. Szczepaniak, in Bloomington, Minn.; Eric Tuck, in Minneapolis; and Kimberley D. VanHuss, in Richmond, Va. In addition, the firm announced that it had named Roger Hendren to head up its Dallas operations.
Missouri
Kenneth R. Diehl, managing member of Diel & Forguson LLC, St. Louis and O’Fallon, Ill., received the St. Louis Business Journal’s Above & Beyond Award for volunteerism and community involvement.
New Jersey
RosenfarbWinters LLC, Tinton Falls, has hired Joan Sterling as a senior associate and Karen Trask as an associate in the Matrimonial Litigation Group, and Janice Kitzman as an administrative assistant. In addition, Joyce Somerville and Deborah K. Organek of the Matrimonial Litigation Group have been nominated as co-chairs of the Monmouth-Ocean Chapter of the New Jersey CPA Society Litigation Support Committee for two terms. ... Paul K. Sczepanski has been named a partner in Smolin, Lupin & Co. PA, Fairfield. He has been associated with the firm since 1994. In addition, the firm promoted Bernard Amato to manager.
New Mexico
Cassidy Grantham and R. Brad Edwards have joined Pulakos & Alongi Ltd., Albuquerque, as an audit senior and staff accountant, respectively.
New York
Wolters Kluwer Legal, Tax & Business North America, New York, has appointed chief executives for four newly created customer units. Gene Landoe will lead Corporate Legal Services; Kevin Robert will head Tax and Accounting; and Bob White will lead Financial Services. All three were promoted from within. Robert Becker will join the company to head the Legal unit. ... Makoto Nomoto has joined the Japanese practice of KPMG LLP, New York, as a tax partner. ... Restructuring specialist Susan L. Storey has joined Getzler Henrich & Associates LLC, New York, as a managing director. ... Sandrina Devlopoulos has joined Gettry Marcus Stern & Lehrer CPA, Woodbury, as director of marketing. She was previously a marketing specialist at a midsized accounting firm. ... Mahoney Cohen & Co. CPA PC, New York, has added Stephen Danner and Richard Hoffman as shareholders in its new Miami office. ... Thomas D. Weddell, managing partner of Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh and Poughkeepsie, has been appointed to the Media Representation and Newsletter Committee of the New York State Society of CPAs, while Brad Forbes was appointed to the Meetings and Arrangements Committee and the CPE Committee. ... Anca S. Munteanu has joined Lazar Levine & Felix LLP, New York, as director of marketing. ... Thomas E. Riley, a principal with Fagliarone Group CPAs, Syracuse, has been re-elected secretary of the New York State Society of CPAs and its Foundation for Accounting Education.
North Carolina
Jeff Lewis, Margaret Thompson and Michael Wright have been named members in Dixon Odom PLLC, High Point. In addition, Lance E. Windley, a senior manager in the firm’s Raleigh office, has been selected to serve on the Certification Oversight Committee of the Construction Financial Management Association. ... Stacy West has been promoted to audit supervisor in the Greensboro office of Davenport, Marvin, Joyce & Co. LLP.
Ohio
Stephanie Heffron has joined the client service team of John Gerlach & Co. LLP, Columbus. ... The Fisher College of Business of the Ohio State University, Columbus, announced the 2003 inductees to the Accounting Hall of Fame: Phillip W. Bell, a professor and the author of “The Theory and Measurement of Business Income;” Edgar O. Edwards, a professor, author and advisor to governments; and James J. Leisenring, a member of the International Accounting Standards Board. ... Donald L. Mellott, senior partner of Mellott & Mellott PLL, Cincinnati, has been named an honorary member of the AICPA, in recognition of his 40 years as a member of the institute. In addition, Donald L. Mellott Jr., managing partner of the firm, has been elected president of the Board of Directors of Living Arrangements for the Developmentally Disabled.
Pennsylvania
J. Robert Arthur has joined Parente Randolph, Philadelphia, as director of international services. He previously worked at KPMG. ... Victor D. Dozzi, of CrawfordEllenbogen, Pittsburgh, has been named to the Pro Arts Board. ... Lisa A. Rozycki, marketing manager of Reinsel & Co. LLP, Wyomissing, was honored as the Volunteer of the Year by the Association of Accounting Marketing.
Tennessee
William H. Watkins Jr., managing partner of Watkins Uiberall PLLC, Memphis, has been elected chairman of the Americas Regional Board of Directors of BKR International, an association of independent accounting firms.
Texas
The Houston CPA Society announced its new officers: Patrick L. Durio, of Durio & Co. PC, will serve as president; Stephen M. McEachern, of Fitts, Roberts & Co. PC as president-elect; and Robert M. Mendell, of Robert M. Mendell Attorney at Law PC, as vice president. John N. Messenger, of SCI Management Corp., will serve as secretary; John D. Martin, of Domaschk & Associates PC, as treasurer; and Barry E. Wilken, of International Cellulose Corp., as treasurer-elect. The society’s new directors include: David G. Acosta, CPA; Scott R. Actkinson, of Statesman Business Advisors LLC; Robert H. Barr Jr., of Simonton, Kutac & Barnidge LLP; Thomas J. De Georgio, of Shell Oil Co.; Archie N. Dishman, of The Children’s Museum of Houston; Theodore M. Feher, of Feher PC; J. Michael Hilliard, of Hilliard & Smith PC; Brian C. Jones, CPA; Deborah L. McBride, of Regal Rehabbers Inc.; Robert S. Milbrath, of the University of Houston; John S. Misitigh, of Horn Murdock Cole; Stephen G. Parker, of PricewaterhouseCoopers LLP; Elizabeth A. Pels, of Citation Oil & Gas Corp.; Kathy M. Ploch, of Zientek & Co. PC; Janet S. Scudder, CPA; Kathleen R. Strong, of Baylor College of Medicine; Meinhard Tamm Jr., of Priest River Ltd.; and Johnny J. Veselka, of Briggs & Veselka Co. Raymond C. Frierson, of Frierson & Associates PC, is immediate past president.
Virginia
Sally Coon has joined Liberty Tax Service, Virginia Beach, as vice president of operations.
Washington
Nick Pavelich has joined Clark Nuber, Bellevue, as a tax principal. Pavelich was previously a director in the Federal Tax Practice in Arthur Andersen’s Seattle office.
Firms
Arizona
CFOToday, Phoenix, announced that it has opened new franchise units in Montgomery, Ala., and the New Jersey counties of Monmouth, Ocean and Burlington, bringing the organization to over 250 locations nationwide.
Colorado
RGL Forensic Accountants and Consultants, Denver, has opened an office in Perth, Western Australia. The firm already has offices in Sydney. Trevor Williams will lead the new office.
Georgia
The North American Network of Polaris International, Duluth, announced that the seven-partner PKF, with offices in Los Angeles, San Francisco and San Diego, has joined the association.
Iowa
Erpelding Voigt & Co. LLP, Algona, has received the Excellent Trust Advisor Award from Honkamp Krueger Financial Services Inc., Dubuque.
Michigan
Derderian, Kann, Seyferth & Salucci PC, Troy, is celebrating the 50th anniversary of its founding by Robert N. Derderian. Begun as R.N. Derderian & Co., the firm has expanded since 1953 through acquisitions and new partners to become one of the leading local firms in the Detroit metropolitan area.
New Jersey
Mendlowitz Weitsen LLP, East Brunswick, has passed its triennial peer review for the SEC Practice Section of the AICPA.
New York
Berdon LLP, New York, has joined the International Association of Practicing Accountants, based in Hampshire, U.K. The network has over 340 offices worldwide.
Ohio
Cohen & Co., Cleveland, has moved their corporate staff and Cleveland-based professionals to a new office on the eighth floor of the U.S. Bank Centre, 1350 Euclid Ave., Cleveland, Ohio 44115-1877. Their phone number is (216) 579-1040.
Coming Events
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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Coming Events Editor
Accounting Today
395 Hudson Street
New York, N.Y. 10014
