ARIZONA
Abalos & Associates PC, Phoenix, has hired John Harker as tax manager. He was formerly tax supervisor at Henry & Horne PLC.
CONNECTICUT
Kostin, Ruffkess & Co. LLC, Farmington, has hired Jason D. Newman as a manager. Newman has over seven years of experience in accounting, auditing and strategic business planning. He worked previously as a manager with PricewaterhouseCoopers.
IOWA
Joshua D. Bradley has joined McGowen Hurst Clark & Smith PC, West Des Moines, as an accountant in the tax and emerging business department. He was formerly with Schnurr & Co. LLP. ... Labh S. Hira has been appointed to a three-year term as dean of the College of Business at Iowa State University, Ames.
LOUISIANA
The Rigby Group CPAs, Consultants and Advisors, New Orleans, has hired Mona Wade as senior manager of the firm’s tax and accounting practice. She brings more than 15 years of financial management and supervisory experience to the position, most recently serving as senior tax manager at Carr, Riggs & Ingram LLP, of Destin, Fla.
MARYLAND
Peter B. Reilly, a senior vice president at Councilor, Buchanan & Mitchell PC, Bethesda, has earned the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.
MISSOURI
The Kansas City office of Ernst & Young announced a number of promotions. David Anderson was promoted to partner, Ronda Blatt to principal, and Jason Morrissey to director.
NEW YORK
Citrin Cooperman & Co. LLP has hired Alan Winton as director and Robert Winton as manager in its White Plains office. Both previously worked at Kafetin & Negrin. ... Howard Weiner, audit partner of Holtz Rubenstein & Co. LLP, Melville, has been elected president of DFK/USA, the American arm of DFK International, a worldwide association of independent firms. Weiner has put in almost 20 years of service to DFK. In addition, Anthony Romano, director of Holtz Rubenstein Technology Services, has been named chairman of DFK/USA’s Technology Committee. ... Fagliarone Group CPAs, Syracuse, announced that Michele A. Dickey, a tax manager with the firm, has been elected assistant treasurer of the board of directors of Meals on Wheels of Syracuse, a nonprofit that delivers meals to the homebound throughout the area. In addition, the firm announced that marketing communications director Cristina J. Hatem was named one of the 2002 Central New York 40 under 40. The award, sponsored in part by the Central New York Business Journal, recognizes 40 business and community leaders under the age of 40.
OHIO
Jill L. Voigt has joined Deloitte & Touche’s valuation services practice in Cleveland. She previously worked for 11 years for Ernst & Young, and has expertise in business valuation, corporate finance and analytical modeling.
PENNSYLVANIA
CrawfordEllenbogen LLC, Pittsburgh, has hired Diane M. Turley as an accounting software consultant. She was previously a computer consultant with Rochez Bros. Inc.
VIRGINIA
Wanda A. Wallace, the John N. Dalton Professor of Business Administration at the College of William and Mary, Williamsburg, was awarded the Association of Government Accountants’ 2002 Cornelius Tierney/Ernst & Young Research Award, in recognition of her "outstanding research accomplishments" over her career, and her "dedicated service to the profession." ... Michael T. Umscheid, of Witt, Mares & Co., Newport News, has been appointed to serve on the American Institute of CPAs’ Auditing Standards Board. Umscheid is partner-in-charge of Witt, Mares’ financial institutions services team, and has been providing consulting and auditing services to financial institutions for over 18 years. The firm has also hired a number of new staff members: Dale L. Fago as an auditor for the firm’s financial institutions services team; Lindsay Richard Henderson as a staff accountant in the Richmond office; and Kelly Seeber as an administrative assistant in the Newport News office. ... Wayne I. Greenfeld, of Stitely, Karstetter & Greenfeld CPAs, Chantilly, will participate on the 2002-2003 Customer Advisory Council for Intuit Inc. The council is a forum for accountants to share their insights with Intuit, a provider of business and financial management solutions.
FIRMS
COLORADO
Zarlengo & Co. PC, Wheat Ridge, has merged with the Zarlengo Wilkins & Co. PC, uniting CPAs Ron and Bob Zarlengo, brothers who have practiced independently for decades.
MARYLAND
Gross, Mendelson & Associates PA, Baltimore, announced its affiliation with BKR International, a global association of premier independent accounting firms. BKR International represents the combined strength of 122 firms in 60 nations worldwide, generating fees in excess of $470 million.
NEW YORK
Holtz Rubenstein & Co., Melville, won an honorable mention in the 2002 IABC Silver Quill competition for the HR "Adviser" in the Newsletter category. The Silver Quill competition is an annual event sponsored by the northeast United States district of International Association of Business Communicators, recognizing efforts that redefine peak performance, raising the bar for the profession.
COMING EVENTS
JANUARY
6-8: Personal Financial Planning Technical Conference, AICPA. Marriott Desert Ridge Resort & Spa, Phoenix. Contact: (888) 777-7077 or
7: Real Estate Taxation, Foundation for Accounting Education. New York Sheraton Hotel & Towers, New York City. Contact: (800) 537-3635 or
8: IT Vendor CPA breakfast - Information Security, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
9: Tri-State Taxation, Foundation for Accounting Education. The New York Helmsley Hotel, New York City. Contact: (800) 537-3635 or
9-10: Windows of Opportunity: The Alliott Group North America Leadership Forum, Alliott Group North America. MGM Grand Hotel, Las Vegas. Contact: Sarah Helton (502) 583-0248 or
13-14: 2003 CPE Tax Expo, Houston Chapter of the Texas Society of CPAs. JW Marriott, Houston. Contact:
14: International Taxation, Foundation for Accounting Education. The Association of the Bar of the City of New York, New York City. Contact: (800) 537-3635 or
14-15: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership Headquarters. St. Louis. Contact: Julie Strawn (877) 226-0496 or
15-16: Regional Historic Tax Credit Meeting, Reznick, Fedder & Silverman. Millennium Biltmore Hotel, Los Angeles. Contact: Nikki Gentile (301) 280-1874 or
16: Federal Tax Update, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
16: Nonprofit Conference, Foundation for Accounting Education. Holiday Inn Airport, Rochester, N.Y. Contact: (800) 537-3635 or
23: Access Accounting, Process Attestation and Continuous Auditing, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
23: Nonprofit Conference, Foundation for Accounting Education. New York Sheraton Hotel & Towers, New York City. Contact: (800) 537-3635 or
23: 17th Annual Charity Event (honoring Frank M. Young, founder of Theatre Under the Stars), Houston Chapter of the Texas Society of CPAs. Hyatt Regency, Houston. Contact:
28: SEC/FASB Conference. The Sheraton New York Hotel and Towers. Contact: (800) 537-3635 or
29: Ethics and the Regulation of Texas CPAs, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
30: Ethics and Texas State Board of Accountancy Complaints, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
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
4: Disclosure Issues for High-Tech Companies, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
6: Pre-Tax Season Review: Individual Returns, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
7: Pre-Tax Season Review: Corps, Partnerships and Fiduciaries, Houston Chapter of the Texas Society of CPAs. Chapter offices, Houston. Contact:
20: Microsoft .Net speaker to be announced, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
MARCH
4: Using ACL in a Financial Statement Audit, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
13: Using Benford’s Law to Detect Financial Fraud, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
MAY
5-6: 2003 National Conference on Employee Benefit Plans, AICPA. Marriott Rivercenter, San Antonio. Contact:
6: VPNs - Virtual Private Networks, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
11-16: 2003 National Banking School, AICPA. University of Virginia, Charlottesville, Va. Contact:
14: Hacking for Auditors, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
19-20: Tax Strategies for the High-Income Individual, AICPA. Aladdin Resort and Casino, Las Vegas. Contact:
28-29: 2003 New Jersey Accounting, Business & Technology Show, New Jersey Society of CPAs. Meadowlands Exposition Center, Secaucus, N.J. Contact:
JUNE
9-10: 2003 California Accounting & Business Show, California Society of CPAs. LAX Hilton Hotel, Los Angeles. Contact:
9-10: Practitioners Symposium, AICPA. Pointe South Mountain Resort, Phoenix. Contact:
10: Non-Windows and Non-Outlook Environments, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
12-13: 2003 Not-for-Profit Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact:
16-20: 2003 Tax Education Program - Week 1, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
17: COBIT, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or
23-24: 2003 Advanced Investment Management Conference, AICPA. Seaport Hotel at the World Trade Center, Boston. Contact:
23-25: Tech 2003 - Information Technology Conference, AICPA. Bellagio, Las Vegas. Contact:
23-27: 2003 Tax Education Program - Week 2, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
JULY
7-11: 2003 Tax Education Program - Week 3, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
9-10: 2003 New York CPA, Business & Technology Show, New York State Society of CPAs. Hilton New York Hotel, New York. Contact:
9-11: 2003 Advanced Estate Planning Conference, AICPA. Fairmont Royal York, Toronto. Contact:
14-18: 2003 Tax Education Program - Week 4, AICPA. University of Illinois at Champaign, Champaign, Ill. Contact:
