ARIZONA

Abalos & Associates PC, Phoenix, has hired John Harker as tax manager and Scott A. Sawyer as a senior accountant. Harker formerly worked for Henry & Horne. Sawyer graduated from the School of the Ozarks with a BBA.

CALIFORNIA

Rothstein, Kass & Co. PC, Beverly Hills, has hired David Thaw as tax senior manager for its National Real Estate Group. Previously, Thaw was a senior tax manager with Ernst & Young. ... Tara Ryan has joined NetLedger Inc., San Mateo, as its vice president of marketing. She will lead the company’s brand development, lead generation, product marketing and corporate communications. Ryan previously worked at Deloitte Consulting as director of worldwide marketing.

COLORADO

Brock & Co. CPAs PC has promoted Michael Bundy to manager in its Fort Collins office. Bundy has been with the firm since 1994, and specializes in servicing the needs of audit clients.

CONNECTICUT

Julie Gillespie, a partner with Simione Macca & Larrow CPAs, Rocky Hill, has been named a member of the National PCPS Technical Issues Committee of the American Institute of CPAs. The TIC monitors technical issues and developments in accounting, auditing, professional ethics, peer review and governmental accounting that might affect closely held companies, nonprofits and government, as well as the CPAs who serve them.

DELAWARE

Gunnip & Co. CPAs and Consultants, Wilmington, has promoted Janine Hunsberger to senior in accounting and auditing, and hired Donna Knodel as a staff accountant.

D.C.

Ellin & Tucker Chartered, Washington and Baltimore, Md., has hired Maurice J. Whalen as a director in its Business Valuation and Litigation Services Group. He brings an extensive background in fraud and forensic accounting, with over 30 years of experience as a CPA. The firm also hired Joel E. Lesch as a principal in the same group. Lesch brings over 18 years of experience in litigation support, and fraud and forensic accounting. And Jason R. Morrow was promoted to senior in the firm’s Audit, Accounting and Consulting Department. Morrow recently passed the CPA Exam.

FLORIDA

Gerson, Preston, Robinson & Co. PA, Miami Beach, has hired Jay L. Jackler as a senior accountant. He will focus on taxation, audit, and reviews and compilations, among other things.

GEORGIA

Phil Moore, managing partner of Porter Keadle Moore LLP, Atlanta, has been selected to serve on the Dean’s Business Advisory Council of the College of Business Administration at Georgia Southern University.

ILLINOIS

Smart & Associates LLP has promoted Scott Schenker of its Chicago office to partner. Schenker has over 14 years of experience helping organizations in all facets of information technology. ... Ostrow Reisin Berk & Adams Ltd., Chicago, has hired James G. Quaid as a senior associate. Quaid has more than 11 years of experience working with nonprofit organizations, and was previously a senior manager with Thomas Havey. ... Shez K. Bandukwala has joined Hilco Appraisal Services LLC, Chicago, as senior vice president for enterprise valuation services. He previously worked for William Blair & Co., an investment bank.

IOWA

Kerry E. Voelker has joined Theobald, Donohue & Thompson PC, Mount Pleasant, as a staff accountant. ... Greg M. Zumbach has become a shareholder in Gosling & Co. PC, Independence. ... Brian J. Feltes has joined Jim Kircher & Associates PC, Dubuque, as a senior staff accountant. He previously worked at O’Connor Brooks & Co. In addition, Michael J. Kircher has become a principal, and Elaine M. Huinker has been promoted to coordinator of accounting services activities for the firm.

MARYLAND

McLean, Koehler, Sparks & Hammond, Baltimore, has hired John T. Kerchaert, Jamie G. Iseminger and Adam I. Pearlman as in-charge accountants at the firm’s Frederick office. Kerchaert brings four years of experience in accounting, auditing and tax, having previously worked at Watkins, Meegan, Drury & Co. Iseminger brings three years of experience conducting reviews, audits and compilations; he most recently worked for RSM McGladrey. Pearlman brings over six years of experience working with trusts. ... KAWG&F, Baltimore, has hired Laura C. Beron as a staff accountant. Beron graduated from the University of Delaware with a BS in Accounting.

MISSOURI

Grace Advisors Inc., St. Louis, has promoted Rod D. Cooper to principal within its Business Consulting Group. ... Davis, Lynn & Moots PC, Springfield, has promoted Laura Dowell and Jon Cummings from staff accountants to in-charge accountants. The firm also hired Jessica Lane as a staff accountant, and Shawna Edwards as an executive assistant. ... Stone Carlie & Co. LLC, Clayton, has hired Richard F. Kraner as a member. He joins the firm after 22 years with Ernst & Young, and will provide tax services and lead the wealth advisory division.

NEVADA

Bill Fordney has joined Johnson Jacobson Wilcox CPAs, Las Vegas. He brings over 40 years of experience in audit and tax management. Joe Macrillo has also joined the firm, as a staff accountant.

NEW JERSEY

Shrikant Nadkarni, a partner in Weeks Holderbaum Huber & DeGraw LLP, Bridgewater, has completed the certification process with the National Association of Certified Valuation Analysts to earn the CVA designation. ... Scott R. Krieger has been promoted to director at Ehrenkrantz Sterling & Co. LLC, Livingston. He has been a principal at the firm for three years, and has over 20 years of accounting experience. ... John A. Corsaro has been appointed director of tax practice at the Eatontown office of The Videre Group LLP. ... Jake Garboski has been named a partner in J.H. Cohn LLP, Ocean. Garboski has over 15 years of public accounting experience

NEW YORK

Fagliarone Group CPAs PC, Syracuse, announced a number of promotions: James N. D’Imperio, to audit manager; Michael H. Kinney, to tax manager; Philip D. Zollo III, to tax manager; and Mario U. Bottoni, Kari M. Dalton, Kelly M. Peirson and Karen M. Youngs, all to audit supervisor. ... Thomas Weddell, managing partner of Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh, recently attended a week-long program at the University of Chicago School of Business on the strategic role of the CEO. The training is part of an ongoing, four-year Business Advisor Program. ... Flo Federman, marketing director of Holtz, Rubenstein & Co. LLP, Melville, has been named to the Long Island Business News’ "40 Under 40" for 2003. The award salutes 40 up-and-comers under 40 who will shape and direct the future of Long Island. Federman has been with the firm for three years. ... Smart & Associates LLP has promoted Alex Unterkoefler of its New York office to partner.

NORTH CAROLINA

Greer & Walker LLP, Charlotte, announced a number of appointments: Sean Abbott, to senior audit associate; Melissa Critcher, to audit manager; Yvette Dills, to senior tax associate; and Robert Callahan, Andrew Harmon, Amy Patton and Macy Xie, all to tax associate. In addition, Donna Lee Rasile was appointed as senior manager for GW & Associates Investment Advisors LLC, an affiliated company. The firm also promoted Sloan Carper, to audit manager; Charles "Chip" Dillman, to litigation manager; Jonathan Mangels and Paula Tilley, both to senior manager; and Sonja Sonderman, to tax manager.

OHIO

Brady Ware, Dayton, has hired Leigh-Ann Clark as an administrative assistant. She previously worked for another CPA firm.

OKLAHOMA

Madole Wagner PLLC has promoted Sherrie Henry to senior manager in its Tulsa office. Henry has been a manager with the firm for three years. In its Oklahoma City office, the firm has promoted Kirby Ross from senior accountant to manager, and Matthew Major from staff accountant to senior accountant.

PENNSYLVANIA

William T. Burns has been elected a director of Asher & Co. Ltd., Philadelphia. He joined the firm in 1991, and served as a manager in the Tax Department for the last five years. ... Reinsel & Co. LLP CPAs and Consultants, Wyomissing, has hired James H. Nehr as a supervisor in the Tax Services Group. He previously worked for Simon Lever & Co. CPAs. The firm also named Yvonne R. Rosenbaum a director. She joined the firm in 1999, and is responsible for all of its administrative functions, including facilities and human resources. ... Briggs, Bunting & Dougherty LLP, Philadelphia, has hired Michael J. Brouses as a senior accountant with its not-for-profit service team. He previously served as a senior associate with McGladrey & Pullen. ... David E. Shaffer, a partner with Kreischer, Miller & Co., Horsham, has been selected to assist the American Council of Engineering Companies of Pennsylvania in interpreting certain aspects of the Federal Acquisition Regulations. ... Parente Randolph LLC has promoted John A. Beattie to director of health care operational and compliance services. He will be based in the Harrisburg office, and will be responsible for the team’s compliance engagements. ... Smart & Associates LLP announced three partner promotions in its Philadelphia office: Chris Hegarty, Jim Mack and Jim Quinlan.

TEXAS

Roland Rodriguez has been named managing partner of Mir Fox & Rodriguez PC, Houston. Rodriguez, a founding principal of the firm, succeeds Gaspar Mir.

VIRGINIA

Snead & Williams PLLC promoted Amy Nunn-Flippen to supervisor -- professional staff, and added Tamara L. Pounds and Lorri J. Sampson to the professional staff of its Danville office. Nunn-Flippen joined the firm in 1997. Pounds recently graduated from James Madison University with a BBA, while Sampson previously worked for a public accountancy firm in Virginia. ... Goodman & Co. has promoted Brian S. Carlton to partner-in-charge of its Tyson’s Corner office. He brings over 14 years of experience with not-for-profit organizations and real estate accounting, and will lead a staff of eight partners and over 45 professional employees. ... Homes, Lowry, Horn & Johnson Ltd., Vienna, has hired a number of new staffers: Douglas Dawson previously owned and managed the accounting practice of Dawson & Associates; Janice Ludwick brings over 18 years of experience as an audit manager and tax professional; and Holly Carey and Alexander Munoz are recent college graduates.

WISCONSIN

Jefferson Wells International has promoted Patrick Hevrdejs to managing director of its Milwaukee office, where he will oversee service, operations, growth and business development. Hevrdejs spent the past six years as director of accounting and finance at Jefferson Wells’ Chicago office.

FIRMS

CALFORNIA

Hilco Appraisal Services LLC, Chicago, is opening a new West Coast office in Oakland at 1440 Broadway, Ste. 906. The staff will be headed by Nelson Thorpe and Marc Rabbow, senior appraisers with over ten years of experience.

FLORIDA

Madsen, Sapp, Mena, Rodriguez & Co. PA, Fort Lauderdale, a member of Polaris North America, a network of independent accounting firms, has expanded its global capabilities with Polaris members’ vote to join PKF International, a network of 243 accounting and consulting firms. Combined, the two networks’ member firms have total annual billings of approximately $940 million, with 470 offices, 1,500 partners and 12,000 staff.

IOWA

Erpelding Voigt & Co. LLP, Algona, has opened an office in Humboldt at 1001 12 St. North. ... Graf & Co., Mount Pleasant, has merged with Theobald, Donohue and Thompson PC, Mount Pleasant. ... Patricia K. Hofmeister CPA, Missouri Valley, has merged with Schroer & Associates PC, Council Bluffs.

MASSACHUSETTS

Litman, Gerson LLP, Woburn, and Goldstein & Muccio LLP, Waltham, have merged. The new firm will operate under the Litman, Gerson name at 500 West Cummings Park, Woburn, and will concentrate on providing accounting and tax services to closely held businesses.

NEBRASKA

Quick & McFarlin PC has moved from the location it has occupied since 1961 to new offices at 1910 S. 72nd St., Omaha. The firm’s phone and fax numbers will remain the same.

NEW YORK

Eisner & Lubin, New York, which is celebrating its 80th anniversary this year, has opened a new office in Edison, N.J. The new office, at 100 Menlo Park, will be led by partners Barry Horowitz, Michael Stallone and Robert Vallone. ... Mason & Co., New York, has relocated its offices to 1212 Avenue of the Americas, 24th Floor, New York, N.Y. 10036, following its merger with J.H. Cohn LLP.

VIRGINIA

Snead & Williams PLLC, Danville, has successfully completed an independent peer review of its accountancy and auditing practice. The review, which was conducted by Brown, Edwards & Co. LLP, Roanoke, concluded that the firm complies with the AICPA’s quality control and assurance standards.

COMING EVENTS

MARCH

17: Conducting Internal Investigations, Association of Certified Fraud Examiners. Alexis Park Resort & Spa, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

18: Controllers Conference: Leading Change in a New Era, Center for Corporate Financial Leadership. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: www.ccflinfo.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.

20: Conducting Internal Investigations, Association of Certified Fraud Examiners. The Fairmont Hotel, Dallas. Contact: (800) 245-3321 or www.cfenet.com

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.

3: Tracing Illicit Funds, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or www.cfenet.com.

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

7: Conducting Internal Investigations, Association of Certified Fraud Examiners. Point Hilton Squaw Peak Resort, Phoenix. Contact: (800) 245-3321 or www.cfenet.com.  

14: Conducting Internal Investigations, Association of Certified Fraud Examiners. Holiday Inn Select City Centre Lakeshore, Cleveland. Contact: www.cfenet.com  or (800) 245-3321.

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: Investigating by Computer, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com.

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

25: IRA Distribution Training Conference, Ed Slott and Larry Klein. Adams Mark Hotel, Dallas. Contact: (866) 708-1528 or www.nfcom.com/iraexpert .

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

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

MAY

5: How to Testify, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or www.cfenet.com.

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.

8: Conducting Internal Investigations, Association of Certified Fraud Examiners. DoubleTree Hotel Seattle Airport, Seattle. Contact: (800) 245-3321 or www.cfenet.com.

8: Conducting Internal Investigations, Association of Certified Fraud Examiners. Radisson Hotel, Boston. Contact: www.cfenet.com  or (800) 245-3321.

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

12-14: California Society of Enrolled Agents Super Seminars, California Society of Enrolled Agents. Stardust Hotel, Las Vegas. Contact: (916) 366-6646 or info@csea.org.

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.

15-17: California Society of Enrolled Agents Super Seminars, California Society of Enrolled Agents. Stardust Hotel, Las Vegas. Contact: (916) 366-6646 or info@csea.org.

19: Professional Interviewing Skills, Association of Certified Fraud Examiners. DoubleTree Hotel, Philadelphia. Contact: (800) 245-3321 or www.cfenet.com.

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, 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.

29: Twenty-second Annual SEC and Financial Reporting Institute Conference, SEC and Financial Reporting

Institute of the Leventhal School of Accounting of the University of Southern California. Ritz-Carlton Huntington Hotel, Pasadena, Calif. Contact: Ingrid McClendon (213) 740-4847.

29-31: California Society of Enrolled Agents Super Seminars, California Society of Enrolled Agents. Reno Hilton, Reno, Nev. Contact: (916) 366-6646 or info@csea.org.

JUNE

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

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.

11-13: AAM Marketing Summit 2003: Revolutionary Marketing, Association for Accounting Marketing. Boston Park Plaza Hotel, Boston. Contact: www.accountingmarketing.org/conference.htm.

11-13: Florida Accounting and Business Expo, Florida Institute of CPAs. Orange County Convention Center, Orlando, Fla. Contact: (850) 224-2727 or webmaster@ficpa.org

12: Conducting Internal Investigations, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or www.cfenet.com

12: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hilton Hotel Concord, San Francisco. Contact: (800) 245-3321 or www.cfenet.com.

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

15-18: Management for Results, D.B. Scholl Inc. Lake Tahoe, Nevada. Contact: www.dbscholl.com  or (610) 431-1301.

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

 

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