Florida
Michael A. Crain has joined The Financial Valuation Group as managing director of its Fort Lauderdale office. He will also serve as the firm’s national director of financial forensic services. Crain, an authority on business valuation issues, is the co-author of “Financial Valuation: Applications and Models.” ... Paul S. Hoffman has been named president of KB Information Services, Sarasota. Previously, Hoffman was the CFO of a telecom company, the owner of a local CPA firm, and the president of a software consulting firm.
Georgia
Pat Still has joined Porter Keadle Moore LLP, Atlanta, as tax manager. Still brings over 16 years of experience in tax prep and public accounting, and specializes in tax planning and research. Previously, she worked for six years for a local asset management company. ... Monique Quindsland and Meredith King-Oakley of Frazier & Deeter LLC, Atlanta, have received their CPA designations. Quindsland is an audit senior with the firm, and King-Oakley is a senior accountant.
Illinois
Clifton Gunderson LLP, Peoria, announced the approval of six new partners in the firm: Jon Mitchell, of the Tucson, Ariz., office; Bryan Mogensen, of the Tempe, Ariz., office; Victoria Marshner, of the Broomfield, Colo., office; Leonard Smith, of the Englewood, Colo., office; Gary Mitchell, of the Amarillo, Texas, office; and Ann Joda, of the Milwaukee office. American Express Tax and Business Services Inc. has promoted Ralph Nach to managing director of its national technical training program. He has served in a similar capacity in the Chicago Metro office of AmEx for three years.
Iowa
Steven E. Zumbach, of Belin, Lamson, McCormick, Zumbach, Flynn, Des Moines, has been named chair of the Greater Des Moines Partnership. ... Kathleen M. Rollings has been promoted to assistant trust officer at DeWitt Bank & Trust, DeWitt. ... Susan C. Knapp has been named a partner at LWBJ LLP, Marshalltown, while John Sweeney, formerly with KPMG LLP, has joined the firm as a tax manager. ... Michael L. Collins, of Denman & Co. LLP, West Des Moines, has been elected to the Board of Trustees of the Iowa Chapter of the Leukemia & Lymphoma Society. ... Robert B. Kane II, formerly with Deloitte & Touche, has joined McGladrey & Pullen LLP, Cedar Rapids, as a partner. He will also serve as a managing director with RSM McGladrey. ... Michael D. Skokan has been promoted to assistant vice president of financial reporting at Hy-Vee Inc., West Des Moines.
Kansas
Kurt Siemers has been named president and CEO of Kennedy and Coe LLC, Wichita, succeeding Bill Jenkins, who is retiring after nearly three decades with the company. Siemers has been with the firm for over 31 years, most recently as a partner and a member of the managing board.
Massachusetts
Kerry Armstrong has joined Vitale Caturano & Co. PC, Boston, as manager of strategic services in their technology group. Armstrong previously held various positions, as, among other things, a financial analyst for Gillette and manager of technology risk consulting for Arthur Andersen.
Missouri
Stone Carlie & Co. LLC, Clayton, has promoted Cathy Loeffelman to supervisor in the Tax & Business Services Department. She has been with the firm for two-and-a-half years.
New Jersey
Christine Cappadona has joined M.D. Oppenheim & Co. PC, Iselin, as a senior accountant in their accounting and auditing division. Previously, Cappadona was an independent tax consultant. Bederson & Co. LLP, West Orange and Cherry Hill, announced three new hires. Joan Forscher has joined the firm as a staff accountant. Netka Georgieva will work in the firm’s tax, audit and accounting department; she previously worked as an accountant at another New Jersey firm. And Carmen V. Taton has joined the firm as a consultant in the insolvency and litigation services department; previously, she was a senior financial management consultant.
New York
Lori Jansen, a senior accountant in the Audit Department of Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh and Poughkeepsie, has passed all four parts of the CPA Exam, and acquired the necessary credits to be a licensed CPA in New York. Brigham R. Booher has joined Fagliarone Group CPAs PC, Syracuse, as a staff accountant with the firm’s audit team. Booher previously worked for two years as a staff internal auditor at Empire Federal Credit Union. ... Andrew Levine, a member of Berenson & Co. LLP, New York, recently served as “Principal for a Day” at the High School for Arts & Business in Corona, as part of a New York City program that concluded with a Town Hall meeting with Mayor Michael Bloomberg and Schools Chancellor Joel Klein.
Pennsylvania
Tara Ann McFadden has been named manager for conferences and seminars of The American College, Bryn Mawr, the nation’s oldest academically ac- credited educational institution devoted to financial services. Prior to joining The American College, McFadden worked for Wendover Corp.
Tennessee
Fred Brown Jr. has joined Pershing Yoakley & Associates, Knoxville, as a principal. He will lead the firm’s office in Charlotte, N.C. Prior to joining the firm, Brown was an executive vice president with Novant Health.
FIRMS
Brunei
Widdows Kong & Associates, Brunei, has joined Horwath International, an integrated network of over 110 accounting and consulting firms. The firm, which has four partners and 18 staffers, is Horwath’s first firm member from the Sultanate.
Iowa
The office of Douglas O. Jordan CPA has moved to 608 7th St., Grundy Center.
New York
Berdon LLP, New York, has introduced a new firm brochure as the centerpiece of an overall branding campaign that began early in 2002 and included a streamlining of the firm’s name, a new logo, and a move to a larger office.
COMING EVENTS
May
19: Professional Interviewing Skills, Association of Certified Fraud Examiners. DoubleTree Hotel, Philadelphia. Contact: (800) 245-3321 or
20: Long-Term Health Care Conference, Illinois CPA Society. Drury Lane, Oak Brook, Ill. Contact:
21: Taxation on Real Estate, Illinois CPA Society. ICPAS, Chicago. Contact:
21-22: 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
21-22: AICPA/CAM I Cost and Performance Management Symposium, AICPA, CAM-I and the Institute of Management Accountants. Fontainebleu Hilton Resort, Miami Beach, Fla. Contact: (888) 777-7077 or
21-23: Spring Seminar, Oregon Society of Enrolled Agents. Eugene Hilton, Eugene, Ore. Contact: Phyllis Wilson (541) 440-9895.
28-30: Annual Convention and CPE, North Carolina Society of Enrolled Agents. Renaissance Hotel, Asheville, N.C. Contact: Louis C. Arthur (919) 366-6646 or
29: Employee Benefits Conference, Illinois CPA Society. The Standard Club, Chicago. Contact:
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
June
2: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or
5-6: National Conference on Executive Compensation, AICPA. Caesar’s Palace, Las Vegas. Contact:
5-8: 10th Annual Meeting: Quantum Leap Marketing and Exit Strategies for Accounting Firms, CPAsNet.com. Hilton Charleston Harbor Resort & Marina, Charleston, S.C. Contact:
11-13: Florida Accounting and Business Expo, Florida Institute of CPAs. Orange County Convention Center, Orlando, Fla. Contact: (850) 224-2727 or
12: Conducting Internal Investigations, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or
12: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hilton Hotel Concord, San Francisco. Contact: (800) 245-3321 or
12-13: Handling an Estate Part II, Maui Chapter of the Hawaii Society of Enrolled Agents. Contact: Dru Gilroy
12-13: Midwest in Motion, Illinois Society of Enrolled Agents. Lisle Hilton, Lisle, Ill. Contact: Ann Beck
15-18: Management for Results, D.B. Scholl Inc. Lake Tahoe, Nevada. Contact:
19: Conducting Internal Investigations, Association of Certified Fraud Examiners. Renaissance Nashville Hotel, Nashville, Tenn. Contact: (800) 245-3321 or
19-20: Spring Business and Industry Conference, AICPA and the Canadian Institute of Chartered Accountants. JW Marriott Las Vegas, Las Vegas. Contact:
24: Derivatives and Investment Portfolio Management, Illinois CPA Society. ICPAS, Chicago. Contact: (312) 993-0393 or
26: How to Testify, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact:
30: Conducting Internal Investigations, Association of Certified Fraud Examiners. St. Louis Marriott, St. Louis. Contact: (800) 245-3321 or
July
8-9: 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
8-10: National Tax Forum, Internal Revenue Service. Atlantic City, N.J. Contact:
10-11: Controllers Workshop, AICPA, Canadian Institute of Chartered Accountants and the Institute of Management Accountants. The Venetian, Las Vegas. Contact:
10: Professional Interviewing Skills, Association of Certified Fraud Examiners. Omni San Francisco Hotel, San Francisco, Calif. Contact: (800) 245-3321 or
14: Investigating by Computer, Association of Certified Fraud Examiners. Sheraton Crystal City Hotel, Arlington, Va. Contact: (800) 245-3321 or
14-18: Third Annual National Tax Education Institute, National Association of Enrolled Agents. Flamingo Hilton, Las Vegas. Contact:
17: Conducting Internal Investigations, Association of Certified Fraud Examiners. Double Tree Hotel, Philadelphia. Contact: (800) 245-3321 or
17-18: AICPA/APQC National Performance Measurements Conference, AICPA and the American Productivity and Quality Center. Westin Tabor, Denver. Contact:
21-25: 2003 Tax Education Program Week 5, AICPA. University Place Conference Center and Hotel, Indianapolis. Contact:
22-24: National Tax Forum, IRS. Orlando, Fla. Contact:
23-25: Annual Meeting and Convention, Arkansas Society of Enrolled Agents. Riverfront Hilton, North Little Rock, Ark. Contact: Sherry Main
24-25: National Accounting and Auditing Advanced Technical Symposium, AICPA. Caesar’s Palace, Las Vegas. Contact:
31-1: Trusts and Estates, Washington State Society of Enrolled Agents and NCPE. Holiday Inn, Renton, Wash. Contact: Dennis LeMaster (360) 875-5555.
August
5-7: National Tax Forum, Internal Revenue Service. Atlanta. Contact:
19-21: National Tax Forum, IRS. St. Louis. Contact:
21: Tracing Illicit Funds, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact:
21-26: NAEA Convention, National Association of Enrolled Agents. Westin Crown Center, Kansas City, Mo. Contact:
25-26: National Governmental Accounting and Auditing Update Conference, AICPA. JW Marriott, Washington. Contact:
25-26: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 or
26-27: Illinois CPA Society Business and Technology Show and Conference, Illinois CPA Society. Donald E. Stephens Convention Center, Rosemont, Ill. Contact: (312) 993-0393.
28: Conducting Internal Investigations, Association of Certified Fraud Examiners. Sheraton Station Square Hotel, Pittsburgh. Contact: (800) 245-3321 or
September
2-4: National Tax Forum, IRS. San Antonio. 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: How to Testify, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or
8: Conducting Internal Investigations, Association of Certified Fraud Examiners. Holiday Inn Select Atlanta Perimeter, Atlanta. Contact: (800) 245-3321 or
15: Professional Interviewing Skills, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact: (800) 245-3321 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:
21-21: CSEA 2003 Tax Boat, CSEA. Grandeur of the Seas (cruising New England and Canada). Contact: (800) 777-2732.
22-23: National Governmental Accounting and Auditing Update Conference, AICPA. Wyndham Buttes Resort, Tempe, Ariz. Contact:
25: Conducting Internal Investigations, Association of Certified Fraud Examiners. Walt Disney World Swan, Lake Buena Vista, Fla. Contact: (800) 245-3321 or
October
2: Conducting Internal Investigations, 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. Fontainebleu Hilton Resort, Miami Beach, Fla. Contact:
6: Conducting Internal Investigations, Association of Certified Fraud Examiners. Wyndham Salt Lake City Hotel, Salt Lake City. Contact: (800) 245-3321 or
9: Conducting Internal Investigations, Association of Certified Fraud Examiners. Holiday Inn BWI Airport, Baltimore. Contact: (800) 245-3321 or
9: Conducting Internal Investigations, Association of Certified Fraud Examiners. Holiday Inn Livonia West, Detroit. Contact: (800) 245-3321 or
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:
19-22: Management for Results, D.B. Scholl Inc. Hilton Head, S.C. Contact:
20: Conducting Internal Investigations, 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:
27: Professional Interviewing Skills, Association of Certified Fraud Examiners. New Yorker Hotel, New York City. Contact: (800) 245-3321 or
30: Tracing Illicit Funds, Association of Certified Fraud Examiners. Sheraton Crystal City, Arlington, Va. Contact:
November
3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Miami at Convention Center, Miami. Contact: (800) 245-3321 or
3: Conducting Internal Investigations, Association of Certified Fraud Examiners. Hyatt Regency Crown, Kansas City, Mo. Contact: (800) 245-3321 or
6: Investigating by Computer, Association of Certified Fraud Examiners. Caesars Palace, Las Vegas. Contact: (800) 245-3321 or
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:
16-19: Management for Results, D.B. Scholl Inc. Scottsdale, Ariz. Contact:
December
1: Principles of Fraud Examination, Association of Certified Fraud Examiners. Omni Austin Downtown Hotel, Austin, Texas. Contact: (800) 245-3321 or
7-10: Management for Results, D.B. Scholl Inc. San Francisco. Contact:
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Coming Events Editor
Accounting Today
395 Hudson Street
New York, N.Y. 10014
