Colorado

Candace Cushing, winner of the Colorado Society of CPAs Gold 2002 Key Award for the accounting major with the highest overall GPA at Regis University, has joined Zarlengo Wilkins & Co., Wheat Ridge, as a staff accountant. Cushing gained practical working experience while earning her accounting degree as an intern with Zarlengo Wilkins & Co. She will focus on auditing and accounting services to closely held businesses as she begins her professional career. Cushing is a member of the AICPA, the Institute of Management Accountants and the National Society of Accountants.

Florida

Lorri Anne Webb joined Carter, Belcourt & Atkinson PA, CPAs as a senior staff member in its Tampa office. Webb has been in public accounting for over three years. Before coming to CBA, she was a senior tax accountant at Arthur Andersen LLP in Tampa and Hartford, Conn. She is a member of Hands on Tampa Bay and a volunteer for Habitat for Humanity. ... Kane, Hoffman & Danner PA, CPAs and Business Consultants, Miami, has named accountant Jeannie Cepero as audit senior. In her new position, Cepero will be responsible for audit engagements, the preparation and review of financial statements, supervision of staff auditors and assisting clients identify operating and control weaknesses by providing management advisory services. She was formerly an accountant with Grant Thornton LLP of Miami. Cepero is a member of the Association of Latin Professionals in Finance and Accounting. ... The principals of the Boca Raton office of CBIZ announced that Tom Bastian has joined its staff as manager of corporate litigation services. Bastian comes to CBIZ with 25 years of diversified public accounting experience including tax, auditing and accounting, financial services, operations and profitability consulting, acquisitions, dispositions and litigation consulting. ... Berkowitz Dick Pollack & Brant CPAs & Consultants LLP, Miami, announced that Anthony M. Durante has been promoted to manager in the audit department. Durante has worked in accounting and auditing, litigation support, bankruptcy, corporate taxation, partnership taxation, individual taxation and business consulting. Durante’s professional memberships include the AICPA and the Florida Institute of CPAs. Also at Berkowitz Dick Pollack & Brant, Trycia Arencibia has been promoted to senior accountant in the audit department. She is a member of the national accounting honor society, Beta Alpha Psi. Finally, Joanna Brickman has been promoted to senior accountant in the tax department at Berkowitz Dick Pollack & Brant. Brickman has experience in a variety of public accounting services, with particular expertise in the real estate industry. Her professional and community activities include a membership with the Florida Institute of CPAs and a position on the board of the Miami Jewish Federation’s Young Adult Initiative.

Georgia

Pershing Yoakley & Associates, an accounting and management consulting firm based in Knoxville, Tenn., announced Eddie Phillips has joined the firm as a principal in the tax department and will work in the firm’s Atlanta office. Prior to joining PY&A, Phillips was vice president of Compliance & Strategic Services for Healthcare Management Advisors in Atlanta.

Indiana

Robert Lazard, a partner at Crowe, Chizek and Co. LLP, Indianapolis, has been elected to the 2003 executive committee of the National Association of State Boards of Education. He will serve as NASBE’s vice president, effective Jan. 1, 2003. Lazard is the managing executive of Crowe Chizek’s public sector services group, which focuses on auditing and consulting for tax-exempt organizations, including those in education. His involvement on the NASBE board began in 1999, when he was elected to serve as the board’s new member representative. He served as NASBE Central area director in 2000 and 2001 and was NASBE’s treasurer in 2001. Lazard was appointed by Indiana Gov. Frank O’Bannon to serve on the Indiana State Board of Education in 1998 and reappointed in 2002 for another four-year term.

Illinois

H. Edward Morris, Jr. recently joined Corbett, Duncan & Hubly PC, Itasca, as the manager of the firm’s valuation and litigation support department. Morris brings more than 20 years of experience as a CPA, Accredited Business Valuator and former small business owner to CDH Financial Group’s Business Valuation Practice Area. Morris has worked with clients in a variety of industries including manufacturing, wholesale distribution, retail and construction services. He will be actively involved in all aspects of CDH’s valuation and litigation projects. Morris was formerly the valuation/litigation services manager for The Condon Group Ltd. He also worked as a manager at PwC for nearly 10 years. ... Ben Middendorf, a member of the tax department of Diel & Forguson Financial Group, O’Fallon, recently passed the national CPA exam, which is given twice a year by the AICPA. The exam consists of four parts given over a two-day period. Middendorf, a member of the auditing/accounting department, has been with Diel & Forguson for over a year and specializes in auditing.

Massachusetts

Impact Skills Set Inc., Boston, announced that Tracy Cecchett and Ruth Bennett have joined their team of professionals as consultants. Cecchett specializes in developing comprehensive project plans and detailing process infrastructure. After graduating from Lafayette College, she gained project management and consulting experience at Environmental Strategies Corp. and Verizon. Bennett specializes in providing training and executive coaching and consulting in communication skills. Bennett has taught extensively on the collegiate level. She has been published in professional journals throughout North America. Prior to joining Impact Skills Sets Inc., she was a partner at Comment, a communication-consulting firm.

Maryland

Ellin & Tucker, Chartered, Baltimore, announced that Jared A. Rosen has recently passed the CPA exam administered by the AICPA. Rosen’s responsibilities include audits, reviews and compilations of financial statements as well as preparing corporate and personal tax returns for a variety of industries including manufacturing, construction, wholesale and nonprofit. Prior to joining the firm, he held a position in retirement services at T. Rowe Price in Owings Mills. Also at Ellin & Tucker, John C. Coppola has been promoted to senior in the firm’s audit, accounting and consulting department. Coppola’s responsibilities include audits, reviews and compilations of financial statements as well as preparing corporate and personal tax returns for a variety of industries, including manufacturing, construction, real estate and nonprofit. Prior to joining the firm, Coppola worked in the finance and administration department at Johns Hopkins University - School of Hygiene and Public Health. ... KAWG&F, Baltimore, announced that Kelly M. Hall has accepted a position with the firm as training coordinator. Hall is a member of the National Educators Association. She will work in the Towson office. Also at KAWG&F, Kristin N. Hucht has accepted a position with the firm as a staff accountant. Hucht is a member of Baltimore Junior Association of Commerce. She will also work in the Towson office.

Minnesota

Gordon Viere, chief executive officer at LarsonAllen announced the promotion of three employees to principal at LarsonAllen offices in Minneapolis and St. Cloud. Those receiving promotions include, Diane Espaldon, Minneapolis; Rob Hennen and Kris Tveit, St. Cloud. Espaldon will serve as principal and has been named director of consulting for the LarsonAllen Public Service Group. Hennen will serve as principal with the tax and financial planning group in St. Cloud. He will continue to provide tax and accounting advisory services to small and midsized closely held businesses with special emphasis on the individual tax and financial planning needs of business owners and company executives. Tveit will serve as a principal with serve as a principal with the LarsonAllen Employee Benefit Assurance Services Group.

Ohio

Mellott & Mellott PLL, Cincinnati, announced the following. Will N. Woodward and Hong Wang have joined the firm as staff accountants. Woodward just completed his junior year of college at Miami University in Oxford. He looks forward to his senior year when he will assume the presidency of Beta Alpha Psi Accounting Fraternity. Woodward is also a member of the club tennis team and is active in habitat for humanity. Wang attended school at Long Island University on the C.W. Post Campus where she received faculty awards for academic excellence in accounting and taxation. She worked in New York City for three years at a local CPA firm and was an associate member of the New York State Society of CPAs. Also at Mellott & Mellott, Gregory A. Deyhle has been named a partner in the firm. Deyhle joined the firm in 1987 as a staff accountant. He is in charge of the firm’s estate and trust services and was instrumental in implementing the firm’s paperless audit software. He is a member of the Cincinnati Executives Association and serves as treasurer on the board of directors of Birthright of Cincinnati. Finally, Mary B. Pollock and Susan E. Chapman have been promoted to staff level II in the firm. Pollock joined the firm in July 2000 as a staff accountant. Chapman joined the firm in August 1999 as a staff accountant. She is a member of the University of Cincinnati Alumni Association and Affiliate member of the Ohio Society of CPAs and its Cincinnati chapter.

Pennsylvania

Joan Ellenbogen has been elected president of the Pittsburgh Tax Club for a one-year term. Ellenbogen, managing director of the 60-year-old accounting firm CrawfordEllenbogen LLC in Pittsburgh, advises closely held businesses and their owners. A certified estate planning specialist and a lawyer, as well as a CPA, Ellenbogen is also president of the Allegheny County Bar Foundation, the Pittsburgh chapter of the Pennsylvania Institute of CPAs, treasurer of Executive Women’s Council and involved with WIRED (Women Initiating Regional Economic Development). Also at CrawfordEllenbogen, Victor D. Dozzi has been promoted to manager. Joshua P. Turley has been named senior consultant and Jenny Caliendo a staff consultant. Dozzi, who joined the firm in 1997, advises business owners on accounting, tax and business start-up issues, as well as estate and succession planning. He also teaches accounting at Carlow College. Turley joined the firm in 1998 and provides tax compliance, accounting and estate planning services for businesses and their owners. Caliendo joined the firm in 2001 and assists corporations, partnerships, trusts, nonprofits and individuals. ... Malin, Bergquist & Co. LLP, Erie, welcomed Paula V. Griffo as a staff accountant II, Rebecca S. Koehler as a staff accountant and Karen M. Kerchansky as a staff accountant. ... Schneider Downs & Co. Inc., Pittsburgh, announced the following promotions. In the accounting, assurance and advisory services department, Joseph A. Bruce, Mara D. Bruce and Nicolas D. Glorieux to manager; Michael L. Cecotti, Matthew A. Cooper, Jill M. Gates, Chad E. LeViere, Steven D. Setzenfand and Jay D. Sukernek to Senior; Christa D. Carmichael, Jennifer Z. Few, Christine L. Kichi, Geoffrey D. Schoemer and Christy L. Shirey to in-charge. In the tax advisory services department, Rachelle L. Kulback to manager; Kimberly A. May to senior; James E. Deasy and Karen E. Oehling to in-charge. At Schneider Downs Consulting, Patrick B. Armknecht to manager; Julie L. Kotvas and E. Douglass Sprague to senior; Edward C. Hayden to in-charge. Finally, administrative promotions include, Kelly K. Raab to director of marketing; Mary Kay Harvey to office manager; Michael J. Streza to network administrator and Carlo A. Finotti to network administrative trainee.

South Carolina

Blackbaud, Charleston, announced that Sandra R. Hernandez, MD has joined the company’s board of directors. Dr. Hernandez is the CEO of the San Francisco Foundation, the second largest community foundation in grantmaking in the United States with $84 million in grants made to Bay-Area nonprofits this year. Prior to becoming the CEO of the San Francisco Foundation, Dr. Hernandez served as the director of public health for the City and County of San Francisco. She is an assistant clinical professor at UCSF School of Medicine and maintains an active clinical practice at San Francisco General Hospital in the AIDS clinic.

Texas

Weinstein Spira & Co., Houston, expanded its audit team with the addition of Brian M. Franklin, who joins as a shareholder. Franklin joined the firm as a shareholder in 2002. Previously, he spent 12 years with a top tier public accounting firm, where he had extensive involvement in auditing and other attest and assurance services for publicly traded and privately owned businesses in a wide variety of industries, including manufacturing, construction, oilfield service, real estate, transportation and distribution.

Virginia

At their annual meeting, The Virginia Group of Local CPA Firms Inc. elected Roger L. Handy as president. The Virginia Group of CPA Firms Inc. includes 11 member firms throughout Virginia comprised of 68 partners and 347 employees. Handy is a partner and officer in the local public accounting firm of Frederick B. Hill & Co. PC, Norfolk, where he has practiced since graduating from the University of Virginia in 1977. He is a certified financial planner, a personal financial specialist and partner in Hill Wealth Advisors of Virginia LLC.

Wisconsin

Jefferson Wells International, Milwaukee, announced that Mark Viego has been named managing director for the firm’s new San Jose, Calif. office. The office will provide support for businesses in the areas of internal audit, accounting, technology and tax. Viego will establish, develop and oversee Jefferson Wells’ first location in Northern California’s Silicon Valley. Before joining Jefferson Wells, Viego was a senior manager and the customer relationship management solutions leader for KPMG consulting in Latin America. Viego has 10 years of professional experience that includes consulting and corporate positions in the high-tech and entertainment industries as well as with consumer and industrial firms.

Firms

Delaware

Santora, Starr & Baffone, Newark, announced that the firm has a new name, SantoraBaffone CPA Group.

Illinois

Thomas Havey LLP, Chicago, announced that it has successfully completed a rigorous peer review of its accounting and auditing practice. The reviewers concluded that the firm complies with the stringent quality control standards set by the American Institute of CPAs.

Massachusetts

The Affiliated Conference of Practicing Accountants, North Andover, announced the admission of two new members, Berkovits, Lago & Co. LLP (Miami, Fla.) and Weis & Asociados SC (Lima, Peru).

Missouri

Rubin, Brown, Gornstein & Co. LLP, St. Louis, will move to Shaw Park Plaza at 1 N. Brentwood in Clayton in mid-November. RBG&Co. will be the building’s largest tenant to date, occupying floors 11 and 12 of the neo-colonial office tower. ... Joseph T. Eckelkamp, president of Eckelkamp and Associates, CPAs, St. Louis, announced the creation of E&A Business Partners LLC. E&A Business Partners is a new wholly owned subsidiary of Eckelkamp & Associates, CPAs that provides financial and strategic consulting services to small and midsized businesses.

New York

Anchin, Block & Anchin LLP, New York, announced the opening of its newest office in Westchester County. The new office is located at 2700 Westchester Avenue in Purchase. ... Israeloff, Trattner & Co. PC, Valley Stream, announced that their headquarters has relocated to Garden City. Their new address is 1225 Franklin Ave., Garden City, NY, 11530.

Virginia

Witt, Mares & Co. PLC created The Healthcare Consulting Group as a new operating unit of the company. The Healthcare Consulting Group will assist medical, dental and healthcare-related service providers with consulting services to improve their practice administration, patient access, productivity and profitability. Victor B. Miller, Jr. has joined the firm as its director of The Healthcare Consulting Group.

Coming Events

September

23-25: Strategic Business Advisor Training, Practice Development Institute Inc. New York City. Contact: (800) 227-0498 or www.pdiglobal.com/profitconsulting .

23-24: National Governmental Accounting and Auditing Update Conference, AICPA. Omni Interlocken Resort & Spa, Denver. Contact: (888) 777-7077 or www.cpa2biz.com/conferences .

24: Small Business Seminar, NYSSCPA with Community Businesses Committee. NYSSCPA, New York. Contact: Vera Sherrod (212) 719-8343.

25-29: XXIVth Annual Worldwide Conference, The Affiliated Conference of Practicing Accountants International. Vancouver, Canada. Contact: (978) 689-9420 or www.acpaintl.org .

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

26: Intangible Assets: Economics, Politics and Consequences of Accounting Policies, NYSSCPA. NYSSCPA Headquarters, New York City. Contact: Gary Carpenter (315) 487-4567 or gcarpenter-cit@worldnet.att.net .

29-2: Management for Results Seminar. Hilton Head, S.C. Contact: Don Scholl (610) 431-1301 or www.dbscholl.com .

October

3-4: Staffing Forum, AICPA. Hotel Royal Plaza, Lake Buena Vista, Fla. Contact: (888) 777-7077 or www.cpa2biz.com .

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.  

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.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, 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: Web Servers, 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.  

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

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.net.

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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