ARIZONA

Lohman Co. PLLC, Mesa, has promoted Craig A. Lohman and Cati M. Piorkowski to senior managers. Lohman is also the firm’s network administrator, and has ten years of

experience in auditing, accounting, finance and business advisory services for large and midmarket corporations; Piorkowski has 12 years of experience in tax planning, tax consulting and tax compliance services for closely held businesses and individuals.

CONNECTICUT

Michael K. Brooder has joined Simione Macca & Larrow LLP, Newington, as an audit manager. He brings seven years of experience to the firm, mostly in serving closely held businesses, with a concentration in construction.

IOWA

John D. Pittman has been named a partner in Pittman & Co. LLP, Des Moines. ... Thomas J. Goedken has been promoted to senior vice president of finance and treasurer of ACT Inc., Iowa City. ... Douglas J. Rolfes has joined Northwest Federal Savings Bank, Spencer, as a commercial loan officer.

MARYLAND

Ellin & Tucker Chartered, Baltimore, has promoted Penny Bortnick to manager in the firm’s Audit, Accounting and Consulting Department. ... Katz, Abosh, Windesheim, Gershman & Freedman PA, Baltimore, has hired Jason M. Putsche as a desktop support engineer.

MASSACHUSETTS

Carlin, Charron & Rosen LLP, Worcester, has named Lawrence A. Schwartz its new partner-in-charge of the firm’s Tax Department. Schwartz has 25 years of experience with local, regional and national CPA firms, with areas of expertise in many aspects of taxation and business advisory services. ... Richard D. Vitale, co-founder and chairman of Vitale, Caturano & Co. PC, Boston, was chosen as one of the nation’s top 250 financial advisors in Worth Magazine’s annual ranking. A fee-only financial planner, he is one of only 46 CPAs on the list who hold the AICPA’s PFS credential.

MINNESOTA

RSM McGladrey, Minneapolis, announced a number of awards at its annual meeting in Washington, D.C. Karen Bowman, tax practice leader of the Fort Lauderdale, Fla., office, was named Top Performing Partner for 2002, while Rob Lyons, a senior manager in Bethesda, Md., and William Travis, managing partner in Bloomington, Minn., were given awards for community service. The firm also announced 12 new managing directors: Martin Amundsen and Keith Wallace, Raleigh, N.C.; Joyce Everett, Greensboro, N.C.; Bob Feldmann and Sharon Picolo, Fort Lauderdale, Fla.; J. Scott Kimball, Crystal Lake, Ill.; Rick Klahsen, Bloomington; Al Kushinsky, Phoenix; Martha Sadler, New Bern, N.C.; Rodney Saunders, Frederick, Md.; Jim Smith, Minneapolis; and Tony Urban, Kansas City, Mo. ... Olsen Thielen & Co. Ltd., St. Paul, has elected Gavin L. Burnham to principal. He has been with the firm for 13 years.

MISSOURI

Stone Carlie & Co. LLC, St. Louis, has promoted Michael Klein to director, tax and business services, and Karen Schechter to senior manager, tax and business services.

NEW JERSEY

Karen M. McDermott has been elected a member of Mintz Rosenfeld & Co. LLC, Fairfield. She is the co-director of the healthcare industry group, and the firm’s first female member.

NEW YORK

Henry J. Krostich, managing partner of Krostich & Krostich LLP, Roslyn Heights, has been named to the Accounting and Review Services Committee of the AICPA, where he is also currently a member of Council. ... Mark Schmidt has joined Fagliarone Group CPAs, Syracuse, as a staff accountant with the firm’s tax team.

TEXAS

Weinstein Spira & Co., Houston, announced that Sid Shaver has joined its mergers and acquisitions group, leading the firm’s services for industrial companies. In addition to the PFS and CFP certifications, Shaver holds the Certified in Mergers and Acquistions designation. ... TravisWolff, Dallas, has promoted Brad Marckx from manager to senior manager. He has been with the firm since 1998. ... The Texas Society of CPAs recently elected a slate of officers for the 2002-2003 fiscal year: Stanley E. Winters, managing partner of Winters & Reeb PLLC, will serve as chairman, and Dr. Nita J. Clyde, a partner with Clyde Associates, will serve as chairman-elect. In addition, Rene D. Pena, managing partner of Pena Vogel Briones & Co., was elected treasurer; Rhonda Russell, a shareholder at Doshier Pickens & Francis PC, will serve as secretary; and Dr. Marshall K. Pitman, associate professor of accounting and coordinator of graduate programs in accounting for the University of Texas at San Antonio, will serve as treasurer-elect.

Coming Events

NOVEMBER

5: Audit Packages, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

6: Estate Planning for Clients with Family Businesses, Jewish Community Endowment Fund. Westin St. Francis Hotel, San Francisco, Calif. Contact: Stephen Steiner (415) 512-6287 or stephens@sfjcf.org .

6-7: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership Headquarters. St. Louis, Mo. Contact: Julie Strawn (877) 226-0496 or www.thegrowthpartnership.com .

7: Auditing Routers and Firewalls, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

7-8: National Conference on Banks and Savings Institutions, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

10-13: Management for Results Seminar. Phoenix. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com .

11-12: National Healthcare Industry Conference, AICPA. Grand Hyatt, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

11-13: The State of the Profession ... Preparing Today for Tomorrow: The Accounting Firm Leadership Forum, NorthStar Conferences. Pointe South Mountain Resort, Phoenix. Contact: www.northstarconferences.com/AICPA.

12: Annual Publishing Conference, The Foundation of Accounting Education for the New York State Society of CPAs. Sheraton Hotel and Towers, New York. Contact: (800) 537-3635.

14: Ten Key Issues - Employees and Benefits, Goodman & Co. Tower Club, Tyson's Corner, Va. Contact: Matthew Brensy at Govcon@goodmanco.com  or (703) 970-0400.

14-15: Institute of Profit Advisors Idea Exchange and Conference, Practice Development Institute Inc. Chicago. Contact: Linda Kranz at (800) 227-0498 or lkranz@pdiglobal.com .

17-19: National Business Valuation Conference, AICPA. New Orleans Marriott, New Orleans. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

20: Multi-state Tax Seminar, New Jersey Society of Enrolled Agents. Pines Manor, Edison, N.J. Contact: (732) 548-8023 or www.njsea.org .

21-22: National Real Estate Conference, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

DECEMBER

1-4: Management for Results Seminar. New Orleans. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com .

3: IT Equipment Lease vs. Buy Decisions, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.ne t.

5-6: National Construction Industry Conference, AICPA. Marriott Rivercenter, San Antonio. Contact: (888) 777-7707 or www.cpa2biz.com/conferences .

5-6: Succession Planning Conference, AIPCA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

10-11: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership Headquarters. St. Louis, Mo. Contact: Julie Strawn (877) 226-0496 or www.thegrowthpartnership.com .

11: Ten Key Exit Strategies, Goodman & Co. Tower Club, Tyson's Corner, Va. Contact: Matthew Brensy at Govcon@goodmanco.com  or (703) 970-0400.

11-13: National Conference on Current SEC Developments, AICPA. Marriott Wardman Park Hotel, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

12: ISO 17799: Information Technology Code of Practice for Information Security Management, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

2003

JANUARY

6-8: Personal Financial Planning Technical Conference, AICPA. Marriott Desert Ridge Resort & Spa, Phoenix. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

8: IT Vendor CPA breakfast - Information Security, NYSSCPA. NYSSCPA headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@world-net.att.net .

14-15: The Reluctant Salesperson: A Realistic Approach to Practice Development for the CPA, The Growth Partnership Headquarters. St. Louis, Mo. Contact: Julie Strawn (877) 226-0496 or www.thegrowthpartnership.com .

23: Access Accounting, Process Attestation and Continuous Auditing, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

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 .

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 .

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

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 .

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