ARIZONA

Sandra A. Abalos, managing partner of Abalos & Associates PC, Phoenix, has been selected to serve on the Paradise Valley Unified School District (No. 69) Umbrella Committee. She will review ideas generated by site councils and compile options for the Governing Board’s consideration, as well as offering information on attracting resources and staff to the district and on school consolidation. ... Henry & Horne PLC, Tempe, announced the promotion of Brian Campbell to manager, and the admittance of Thomas E. Roberts to the Bar of the State of Arizona. Also, the firm administrator, Connie Harmsen, was elected treasurer of the Association for Accounting Marketing.

CALIFORNIA

Camico Mutual Insurance Co., Redwood City, the nation’s largest provider of liability insurance and risk management for the accounting profession, has named Carolyn Riticher, an executive officer with Windham Brannon of Atlanta, to serve on its claims committee, and Pat Evans, managing partner of Sproles Woodard LLP of Fort Worth, Texas, to serve on its underwriting committee.

COLORADO

Zarlengo Wilkins & Co. PC, Wheat Ridge, announced that Ashley J. McKeever and Jennifer Dominick have joined the firm as staff accountants.

DELAWARE

Horty & Horty PA, Wilmington, has added four new staff members: consulting manager Mary "Marty" Wright Kelly; supervisor Lisa Winkler; MIS staff accountant Nicole Stokes; and semi-senior staff accountant Mandy Calvello.

FLORIDA

Peed, Koross, Finkelstein & Crain PA, Fort Lauderdale, announced that shareholder Michael A. Crain has been appointed to the AICPA’s Business Valuation Committee, where he will assist in developing national business valuation standards for CPAs and overseeing the Accredited in Business Valuation certification. ... Madsen, Sapp, Mena, Rodriguez & Co., Fort Lauderdale, announced that shareholder-in-charge of tax services Daniel J. Breuning has been appointed to the AICPA’s Tax Legislation and Policy Committee, which serves as a liaison between the AICPA membership and U.S. lawmakers. ... Berkowitz Dick Pollack & Brant CPAs & Consultants LLP, has promoted Craig Friedman to manager in business advisory services; Abram Blacher to senior in audits; Joshua P. Heberling to senior and Joseph L. Saka to supervisor in tax.

ILLINOIS

Diel & Forguson Financial Group has announced the promotion of the following to principal: Jane A. Halloran, controller and firm administrator; Margaret Middleton Holt, audit specialist; Polly A. Stover, tax specialist; and Jann Taylor, employee benefit specialist and construction accounting and auditing specialist.

IOWA

Mark R. Thompson, of Denman & Co. LLP, West Des Moines, has been promoted to in-charge. ... Sole practitioner Gary B. Coleman, Indianola, recently moved into a new building at 210 W. Second Ave. ... Richard D. Johnson, of the Office of the Auditor of State, West Des Moines, has received the William R. Snodgrass Distinguished Leadership Award, in recognition of his outstanding leadership and notable contributions to the profession of state government auditing.

LOUISIANA

Principals Henry E. Carrigee Jr. and Chris Carrigee of Advanced Business Systems LLC, Metairie, have been certified to offer "Fund Accounting for Navision," an accounting system for nonprofits and government agencies.

MARYLAND

American Express Tax & Business Services, Baltimore, announced that managing director Jacob J. Cohen has been elected chairman of the Maryland State Board of Public Accountancy, the state’s licensing and certifiying body. ... A. Murray Leigh Jr., of Ellin & Tucker Chartered, Baltimore, recently earned the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners. He is a consultant in E&T’s Business Valuation, Litigation and Dispute Resolution Services Group. ... Tom Bailey, of Councilor, Buchanan & Mitchell PC CPAs, Bethesda, has received the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts. CBM also promoted Dan Weaver to senior-in-charge of its audit and accounting practice.

MASSACHUSETTS

Vitale, Caturano & Co. PC, Boston, announced that the following have joined its professional staff: Allison Egbert as a senior associate and Paul Cavanagh and Allison Peabody as associates in tax, accounting and business advisory services; Sam Wholley, as a network administration manager; and Joseph Tassinari as a tax manager. The firm has also added a number of former Arthur Andersen personnel. David G. Wyand, Richard M. Cummings, Kent W. Davenport, Joel F. Shamon, James N. Moriarty, Nancy L. Aubrey, Robert M. Burke and Richard J. Condon have joined the firm as partners, and David J. Clarkson has joined as vice president of human resources.

MISSOURI

Deloitte & Touche, Kansas City, has named Mark V. Lacy a partner in the firm’s assurance and advisory services practice. He joined Deloitte in 1990, and has more than 13 years of experience in the management and coordination of audit engagements.

NEW JERSEY

The Barson Group, Somerville, announced the hiring of two senior staff: Vincent Bianco, an MBA who will concentrate on financial investigations, litigation services and business valuations, and Javed "Jay" Latef, a Chartered Accountant from the U.K. and expert in the hotel/hospitality field with experience in financial litigations. ... Mintz Rosenfeld & Co. LLC, Fairfield, announced that it has elected Karen M. McDermott as the first female member of the firm. She is also co-chairman of the firm’s Healthcare Industry Group, leading the long-term care division, and has considerable experience with nonprofits and real estate management firms. ... Kristy A. Teixeira has joined Ehrenkrantz Sterling & Co. LLC, Livingston, as an audit manager. She brings 10 years of accounting experience, and will be in charge of auditing SEC and large privately held companies. ... Walter P. Tsin has joined Untracht Early & Associates, Florham Park, as an accounting and audit supervisor. Tsin worked most recently as assistant controller at a New York-based capital management company.

NEW YORK

Holtz Rubenstein & Co. LLP, Melville, announced the following promotions: Lori Catapano, from senior accountant to supervisor; Paul Garrett, Jessica Jones-Nagle, Philip Locrotondo and William Mitchell, to senior accountant; Kimberly Finnegan, Nadine Galvez, Gianni Iaboni, Jennifer Ladasky, Nicholas Tambakis and Tiiu Weismantle, to semi-senior. Also, Jay E. Feingold joined the firm as a supervisor in the audit department. ... Ira L. Levine joined M*R*Comart LLC, New York, as a member. ... Martin J. Lieberman, a partner at Rosen Seymour Shapss Martin & Co. LLP, New York, has received the Accredited Senior Appraiser designation from the American Society of Appraisers. Also, Gabriel G. Lengua has joined the firm as a partner. ... Stephen T. LoVullo, a partner at Lumsden & McCormick LLP, Buffalo, has received the 2002 Dr. Joseph R. Coppola Award for outstanding achievement by a Canisius College Accounting Program graduate. ... Vanacore, DeBenedictus, DiGovanni & Weddell LLP, Newburgh and Poughkeepsie, has hired Bruce R. Brinkerhoff, William L. Potter and Rebecca Simmons Tamm as junior accountants in the client service department. William Quackenbush, manager of the firm’s business valuation department, has become an associate member of the Association of Certified Fraud Examiners, and was also elected president of the Hudson Valley Chapter of the American Society of Appraisers for 2002 and 2003. In addition, VDDW partner Deborah Bailey-Browne and tax department manager Ita M. Rahilly were installed as president-elect and secretary, respectively, of the Mid Hudson Chapter of the New York State Society of CPAs, while managing partner Thomas Weddell was recently graduated from RSM McGladrey’s Business Advisor Program at the University of Chicago School of Business. And partner Barbara Ostrander was honored at the YWCA’s Salute to Women 2002, joining a group of outstanding women who have made significant contributions to their business and community. ... John Pellitteri has been promoted to partner at Grassi & Co CPAs PC, Lake Success. ... Ira M. Spiegel has joined the Forensic Accounting Services Group of Friedman Alpren & Green LLP, New York. ... Ernst & Young LLP announced that eight of its personal financial counselors were named to Worth Magazine’s Top 250 Financial Advisors list for 2002: John Eadie, Meloni Hallock, Robert M. Haynie, Andrew Kyriacou, David E. Lees, Barbara Raasch, Domenick Salvemini and Bertram J. Schaeffer. ... Marcum & Kleigman, Woodbury, has added John Green as a partner. Fagliarone Group CPAs, Syracuse, has hired Jason Sanford as a staff auditor and Peggy-Ann Carman as a receptionist, and promoted Stephanie R. Lawton from staff accountant to senior auditor. Fagliarone staff accountant Nicki Wright and audit supervisor James N. Imperio have received their CPA licenses. In addition, the firm announced that senior accountant Kari M. Dalton and supervisor Anthony T. Abboud will co-chair the Young CPAs Committee of the Syracuse chapter of the New York State Society of CPAs, while audit manager Karen L. Nasoni has joined the board of directors of the central New York chapter of the Leukemia and Lymphoma Society, and principal Thomas E. Riley has been elected treasurer of the board of directors of the Onondaga Historical Association.

PENNSYLVANIA

John J. Lynn has been appointed partner at Ratner, Frank & Associates LLP, Bala Cynwyd. He has been an associate with the firm since 1999.

TENNESSEE

Pershing Yoakley & Associates, Knoxville, announced a number of promotions: Jennie Campbell has been promoted from consulting manager to consulting senior manager; Jennifer Sepaniak has been promoted from tax senior to tax manager; and Katie Cunningham and Mika Tatum have both been promoted from consulting staff to consulting senior. ... B. Cobene Watkins, of Watkins Uiberall PLLC, Memphis, has earned the Certified Medical Practice Analyst designation from the American Academy of Medical Practice Analysts.

TEXAS

Sanford, Baumeister & Frazier PC, Fort Worth, has admitted Kevin L. Grubbs as a shareholder with the firm. Grubbs had been a senior tax manager with SB&F since 1999, and has 24 years of experience in the local financial and accounting industry. He is chairman of the Tax Committee of the Fort Worth Chapter of the Texas Society of CPAs, and president-elect of the Rotary Club of Western Fort Worth. Also, Susan S. Roberts has joined SB&F as a senior tax manager. She has over 11 years of experience in public accounting, having previously worked for Practitioner’s Publishing Co., Hartman, Leito & Bolt LLP, and KPMG Peat Marwick. ... Cheryl Stydnicki and A. David Bergstein will join Practitioner’s Publishing Co., Fort Worth, as key accounts managers, focusing on technology sales and support for large CPA firms. ... The Houston Chapter of the Texas Society of CPAs announced the following election results: Raymond C. Frierson, president of Frierson & Associates PC and Greenbriar Financial Services Inc., as president; Patrick Durio, president of Durio & Co. PC, as president-elect; Stephen G. Parker, partner at PricewaterhouseCoopers, as vice president; Kathleen R. Strong, business manager for Baylor College of Medicine, as treasurer; and John D. Martin, a tax accountant for Domaschk & Associates, as treasurer-elect.

VIRGINIA

Diane H. Acurso, a supervisor at Thompson, Greenspon & Co. PC, Fairfax, has earned the Certified Specialist in Estate Planning designation from the National Institute for Excellence in Professional Education.

FIRMS

ILLINOIS

Small Business Select LLC, Aurora, announced the acquisition of the Westmont office of Century Small Business Solutions. For more than 25 years, the office has provided small business and accounting services to companies and individuals in the western and southwestern suburbs of Chicago. ... Clifton Gunderson, Peoria, has formed a strategic partnership with Strohl Systems. Clifton Gunderson and Strohl will co-market and deliver PLANet, Strohl’s web-based disaster recovery tool specifically designed for community banks and credit unions.

MICHIGAN

Centerprise Information Solutions, a division of Follmer Rudzewicz Advisors Inc. based in Southfield, has been named to the Microsoft Business Solutions Inner Circle. Membership in this elite group recognizes outstanding partners whose commitment to customers is reflected in their commitment to achieving high levels of customer satisfaction, active pursuit of product and technological advancement and impressive sales performance.

MISSOURI

Lopata, Flegel & Co. LLP, St. Louis, has joined Enterprise Network, a leading alliance of 60 North American accounting firms. ... Jeffrey S. Pawlow, president and chief executive of The Growth Partnership LC, St. Louis, and Lisa A. Benson, president of SalesForce Partners Inc., St. Louis, announced the merger of their respective firms. The resulting firm will operate as The Growth Partnership LC.

NEW JERSEY

Car rental executives announced the opening of a unique accounting and consulting firm serving the car rental industry. Auto Rental Consultants LLC, with offices in Manalapan and Broken Arrow, OK, will provide consulting and accounting services to the auto rental industry by offering the unique combination of total operational and financial analysis. ... J.H. Cohn LLP, Roseland, has introduced a print advertising campaign that it hopes will further brand recognition among corporate decision makers in the New York/New Jersey metropolitan area. The campaign targets business prospects and referring professionals, such as attorneys. Appearing in both color and black and white, three ads will kick off a two-year image-building campaign. ... The National Association of State Boards of Accountancy has recognized the high standards set by the East Brunswick-based Mendlowitz Weitsen LLP, CPAs, as the firm was accepted as a sponsor to the prestigious organization.

COMING EVENTS

OCTOBER

8: Electronic Communication Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net.

8-9: 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 .

9: Credit Card Debt, NYSSCPA Public Relations Committee. NYSSCPA, New York. Contact: Vera Sherrod (212) 719-8343.

16: 2002 Insurance Conference, ICPAS. UBS Tower Conference Center, Chicago. Contact: (312) 993-0393 or www.icpas.org .

17-18: Industry Conference, AICPA. Hyatt Regency, New Orleans, La. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

21-22: National Auto Dealership Conference, AICPA. Disney’s Contemporary Resort, Orlando, Fla. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

21-23: National Governmental and Not-for-Profit Training Program, AICPA. Aladdin Resort & Casino, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

23: Succession Planning Strategies, Kreischer, Miller & Co. KM&Co.’s headquarters, Horsham, Penn. Contact: Linda Larson (215) 441-4600 or llarson@kmco.com .

23-25: 2002 Financial Forum, Financial Planning Association of Illinois. McDonald’s Lodge, Oak Brook, Ill. Contact: (847) 543-4175.

24-26: Franchising in the Americas, The Franchise Center College of Business Administration University of Texas at El Paso. Hilton Camino Real Hotel, El Paso, Texas. Contact: Carolyn Gough or Marty Hernandez (915) 74707730, (800) 687-4512 or www.utep.edu/fc .

27: 2002 Midwest Financial Reporting Symposium, Illinois CPA Society. The Standard Club, Chicago. Contact: (312) 993-0393 or www.icpas.org .

28-29: National Conference on Federal Taxes, AICPA. JW Marriott, Washington, D.C. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

28-29: National Conference on Credit Unions, AICPA. Hilton San Diego Resort, Calif. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

28-30: The Folio:Show, Media Central Conferences. Hilton, New York City. Contact: (917) 981-2937 or www.folioshow.com  .

29: 2002 Health Care Compliance & Fraud Conference, ICPAS. The Standard Club, Chicago. Contact: (312) 993-0393 or www.icpas.org .

30: 2002 Construction Conference, ICPAS. Drury Lane, Oak Brook, Ill. Contact: (312) 993-0393 or www.icpas.org .

31-1: National Conference on Fraud, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

31-1: National Conference on Advanced Litigation Services, AICPA. Caesars Palace, Las Vegas, Nev. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

NOVEMBER

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

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, Ariz. 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, Ariz. Contact: www.northstarconferences.com/AICPA .

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, La. 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, La. 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.net .

5-6: National Construction Industry Conference, AICPA. Marriott Rivercenter, San Antonio, Texas. 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 .

11-13: 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, Ariz. 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 .

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

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 TBA, 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 .

13: Using Benford’s Law to Detect Financial Fraud, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.ne t.

MAY

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

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

JUNE

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 .

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

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