ALABAMA

Lisa Robbins, a senior investigator with Dixon Odom’s fraud and forensic office in Birmingham, has passed the Certified Fraud Examiners exam given by the Association of Certified Fraud Examiners. Robbins has served as the lead investigative accountant in over 75 cases.

CALIFORNIA

Robert L. Golden has been named managing partner of Good Swartz Brown & Berns LLP’s San Fernando Valley office. In addition to his administrative duties, Golden provides accounting, auditing, tax planning and business advisory services to firm clients.

COLORADO

Bondi & Co. LLP CPAs and Management Consultants, Englewood, has added two new CPAs to its staff. Steve Clawson joins the firm after 10 years at two other CPA firms, as well as a stint as a chief financial officer in the mortgage industry, while Jeff Ulrich brings experience from two other regional firms and a banking institution. ... W. Jay Boyd has rejoined Holben Christian Hay & Husman LLC, Denver, as a manager. He had previously left the firm in 1999 to work for Accounting for Success PC, and later joined Capital Access Partners LLC as a managing member.

FLORIDA

Goldstein Lewin & Co., Boca Raton, announced that Robert H. Garick and Robert C. Zeigen have been promoted to principals at the firm. Garick was previously a senior audit manager, and Zeigen was previously a senior tax manager. In addition, the firm announced that Judy J. Lewis has been promoted from tax supervisor to tax manager. ... Donna M. Bloomer and Associates CPAs, Pensacola, has hired David J. Zukerman as supervisory tax accountant, Kendall J. Chancellor as senior accountant, Vicki K. Jernigan and Jonathan D. Hagood as staff accountants, and Polly P. Creekmore as receptionist. The firm also promoted Martha J. Cobb from senior consultant to supervisor, Alyson J. Carlson to senior accountant, and Kathleen F. Rasmussen to semi-senior accountant.

PENNSYLVANIA

Tyler Ridgeway, an associate/business development professional with Kreischer Miller & Co., Horsham, has been elected to serve a three-year term on the Philadelphia Bar Association’s Young Lawyers Executive Committee. ... Robert W. Pritchard, an officer and shareholder in Pritchard, Bieler, Gruver & Willison PC, Colmar, has been appointed to the board of the Grandview Health Foundation for Grandview Hospital in Sellersville. In addition, James J. Sernak, a shareholder with the firm, has been appointed to serve as treasurer of the board of directors for CONTACT Bucks County of Richboro, a suicide prevention and elder preventive care organization.

TENNESSEE

Joseph Decosimo and Co. LLP, Chattanooga, has named Joseph Dominic (Nick) Decosimo as managing partner, succeeding Jerry V. Adams, a co-founder of the firm, who will now be senior partner. Joseph F. Decosimo will be senior partner emeritus.

FIRMS

Jay Rossin (left) and Jim Kaufman began as fraternity brothers, and became partners.

Kaufman Rossin hits 40: Miami-based Kaufman Rossin & Co., one of Florida’s longest running firms, celebrated its 40th year in business on Dec. 16. The firm, started by University of Florida fraternity brothers Jim Kaufman and Jay Rossin as a three-room accounting office in 1962, has grown to include three offices, 19 partners and 140 employees without any mergers or acquisitions. The firm performed its first certified audit for Florida Fill for $100, and that company’s owner is still a Kaufman Rossin client. In 2003, the firm plans to open an office in the Cayman Islands.

COMING EVENTS

JANUARY

28: SEC/FASB Conference. The Sheraton New York Hotel and Towers. Contact: (800) 537-3635 or www.nysscpa.org .

29: Ethics and the Regulation of Texas CPAs, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact: www.houtscpa.org .

30: Ethics and Texas State Board of Accountancy Complaints, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact: www.houtscpa.org .

FEBRUARY

1-4: Discover2003, DATAlynx and TRUSTlynx, members of the Fiserv Trust Services. Westin Hotel Tabor Center, Denver. Contact: (800) 525-2124, ext. 5116 or www.datalynx.com .

3: State Income Tax Roundtable, New Jersey Chapter of the National Conference of CPA Practitioners. Victor’s Maywood Inn, Maywood, N.J. Contact: Jesse Frazer (201) 592-6351.

4: Disclosure Issues for High-Tech Companies, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

4: Offer-in-Compromise/Installment Agreements, Westchester/Rockland Chapter of the National Conference of CPA Practitioners. Tarrytown Hilton, Tarrytown, N.Y. Contact: Barbara Straub (845) 268-0444.

6: Pre-Tax Season Review: Individual Returns, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact: www.houtscpa.org .

6: CPA Practice Development Update, Nassau/Suffolk Chapter of the National Conference of CPA Practitioners. Imperial Manor, Bethpage, N.Y. Contact: Chapter office (516) 997-9500.

7: Pre-Tax Season Review: Corps, Partnerships and Fiduciaries, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact: www.houtscpa.org .

19: Early Tax Season Roundtable Discussion, Long Island East Chapter of the National Conference of CPA Practitioners. John Harvard’s Brew House, Lake Grove, N.Y. Contact: Charles Pegler (631) 582-9090.

20: Microsoft .Net speaker, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

20: Retirement Plan Update, New York City Chapter of the National Conference of CPA Practitioners. Contact: Chapter office (212) 599-7204.

MARCH

4: Using ACL in a Financial Statement Audit, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

4: Roundtable Discussion, Westchester/Rockland Chapter of the National Conference of CPA Practitioners. Tarrytown Hilton, Tarrytown, N.Y. Contact: Barbara Straub (845) 268-0444.

6: Late Season Tax Update, Nassau/ Suffolk Chapter of the National Conference of CPA Practitioners. Imperial Manor, Bethpage, N.Y. Contact: Chapter office (516) 997-9500.

6: Tax Season Roundtable, Houston Chapter of the National Conference of CPA Practitioners. La Madeleine, Houston. Contact: George Lake (713) 465-9887.

13: Using Benford’s Law to Detect Financial Fraud, New York State Society of CPAs. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

18: Controllers Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: www.icpas.org  or (312) 993-0393.

20: Tax Roundtable, New York City Chapter of the National Conference of CPA Practitioners. Contact: Chapter office (212) 599-7204.

APRIL

1: Effective Business Writing for CPAs, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org .

2: Learning the Lender’s Game: How Bankers Are Making Loan Decisions, California CPA Education Foundation. Los Angeles Airport. Contact: www.educationfoundation.org .

3: Effective Business Writing for CPAs, California CPA Education Foundation. Los Angeles Airport. Contact: www.educationfoundation.org.

3: Multi-Tasking for Today’s Controller, California CPA Education Foundation. San Jose, Calif. Contact: www.educationfoundation.org .

4: Key Ratio Analysis, California CPA Education Foundation. Burbank, Calif. Contact: www.educationfoundation.org .

22: Financial Statement Analysis, California CPA Education Foundation. San Francisco. Contact: www.educationfoundation.org .

23: Reinsurance Half-Day Conference, Illinois CPA Society. ICPAS, Chicago. Contact: www.icpas.org  or (312) 993-0393.

24: Compilation and Review Update, Houston Chapter of the National Conference of CPA Practitioners. La Madeleine, Houston. Contact: George Lake (713) 465-9887.

29: Goverment Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: www.icpas.org  or (312) 993-0393.

30: Goverment Conference, Illinois CPA Society. Crowne Plaza, Springfield, Ill. Contact: www.icpas.org  or (312) 993-0393.

MAY

5-6: 2003 National Conference on Employee Benefit Plans, AICPA. Marriott Rivercenter, San Antonio. Contact: www.cpa2biz.com/conferences .

6: Estate and Gift Tax Conference, Illinois CPA Society. Hilton Chicago, Chicago. Contact: www.icpas.org  or (312) 993-0393.

6: VPNs - Virtual Private Networks, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

11-16: 2003 National Banking School, AICPA. University of Virginia, Charlottesville, Va. Contact: www.cpa2biz.com/conferences .

13: Personal Investing Night, Illowa Chapter of the Illinois CPA Society. The Outing Club, Davenport, Iowa. Contact: Holly M. Simon (309) 743-3055.

14: Hacking for Auditors, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

14: Business Valuation Conference, Illinois CPA Society. The Standard Club, Chicago. Contact: www.icpas.org or (312) 993-0393.

19-20: Tax Strategies for the High-Income Individual, AICPA. Aladdin Resort and Casino, Las Vegas. Contact: www.cpa2biz.com/conferences .

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

21: Taxation on Real Estate, Illinois CPA Society. ICPAS, Chicago. Contact: www.icpas.org  or (312) 993-0393.

28-29: 2003 New Jersey Accounting, Business & Technology Show, New Jersey Society of CPAs. Meadowlands Exposition Center, Secaucus, N.J. Contact: flaggmgmt@msn.com or www.flaggmgmt.com/nj .

29: Employee Benefits Conference, Illinois CPA Society. The Standard Club, Chicago. Contact: www.icpas.org or (312) 993-0393.

JUNE

9-10: 2003 California Accounting & Business Show, California Society of CPAs. LAX Hilton Hotel, Los Angeles. Contact: flaggmgmt@msn.com  or www.flaggmgmt.com/ca .

9-10: Practitioners Symposium, AICPA. Pointe South Mountain Resort, Phoenix. Contact: www.cpa2biz.com/conferences .

10: Non-Windows and Non-Outlook Environments, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

12-13: 2003 Not-for-Profit Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact: www.cpa2biz.com/conferences .

16-20: 2003 Tax Education Program - Week 1, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact: www.cpa2biz.com/conferences .

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

23-24: 2003 Advanced Investment Management Conference, AICPA. Seaport Hotel at the World Trade Center, Boston. Contact: www.cpa2biz.com/conferences.

 

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