Anniversary

Size: px
Start display at page:

Download "Anniversary"

Transcription

1 Anniversary

2 Resource 2008 Women CPAs helping Women CPAs with business referrals, employment advice, professional expertise and moral support Who knows better what kind of business referrals, advice and support a woman CPA is seeking than another woman CPA? Imagine you have 80 girlfriends who are all CPAs, with whom you have dinner several times a year. They know what type of work you do, what kind of career aspirations you have and what you are looking for by way of referrals and/or references. You can IMAGINE the positive impact this would have on your career. It s already happening this way for the members of our local AWSCPA Affiliate. Our network has produced job referrals, client engagements, promotions, raises and even AICPA Committee appointments! We want to share this opportunity with other women CPAs in South Florida. This Guide consolidates our members pertinent information and is distributed to over 1500 women CPAs in Dade, Broward, and Palm Beach Counties as well as to our Corporate Sponsors for their reference and resource uses. Member Benefit There is No COST to having a listing in the Guide for members of our local AWSCPA Affiliate. This benefit is only available to our members. (See membership application on page 2). 1 Referral G u i d e

3 What is...? AWSCPA is the Voice of Women CPAs The American Woman s Society of Certified Public Accountants is the only organization devoted exclusively to the support and professional development of women CPAs. AWSCPA is a strong networking and mentoring organization. Members help each other by sending business to one another, helping each other attain jobs and professional appointments, and mentoring one another in their educational and career endeavors. AWSCPA also develops leadership skills in members by giving them the opportunity to participate on committees and as board members. Our local affiliate provides stimulating and innovative CPE at quarterly dinner meetings to help fulfill members continuing education requirements. MEMBERSHIP APPLICATION Name Address Phone Fax CPA exam passed date Certificate No./State Areas of Practice Please charge my MC/Visa # Exp. Date or Send check to AWSCPA for: Annual Dues... $ 175. Send to: One time application fee TOTAL... $ 200. Jill Andron, Membership Chair Ever and Company, CPAs 500 East Broward Boulevard, Suite 850 Fort Lauderdale, FL For more information, call Jill at (954)

4 TABLE OF CONTENTS Public Practice TAXATION Individual & Corporate... 4 Partnerships & LLCs Estate, Gift & Trust... 8 Foreign & International Non-Profit & Governmental State and Local Research Real Estate Transactions AUDITING General Auditing (non-sec) SEC Compliance Auditing Specialized Industry Auditing ACCOUNTING Small Business Accounting Fiduciary Accounting Statutory (Insurance) Accounting IRS PROBLEMS RESOLUTION Audits & Collection Matters Consulting Computer Consulting Business Valuation Elder Care Financial & Estate Planning Forensic & Litigation Support Services Insolvency and Restructuring SEC Reporting Private Enterprise Public Speaking Not For Profit Organizations EDUCATION GOVERNMENT Non-Profit Board Members Student Members Retired Members Board of Directors National Liaison Corporate Sponsors Member Index

5 Public Practice Public Practice TAXATION Individual & Corporate Jill F. Andron Tax Manager Ever and Company, P.A. 500 East Broward Boulevard, Suite 850 Fort Lauderdale, FL Phone: (954) Fax: (954) Elisa A. Armetta President Armetta & Associates CPA s 4175 South Congress Avenue, Suite J Lake Worth, FL Phone: (561) Fax: (561) elisa@cpaservices.org Norma Berkman Shareholder Ever and Company, P.A. 500 East Broward Boulevard, Suite 850 Fort Lauderdale, FL Phone: (954) Fax: (954) NBerkman@bellsouth.net Ivy Lynn Defino Ivy Lynn Defino, CPA, PA Cobblestone Court Davie, FL Phone: (954) Fax: (954) ivdefino@bellsouth.net Nicole O. Diez Assoc. Vice President for Business and University Budget Officer Barry University 8245 South West 94th Street Miami, FL Phone: (305) josediez@comcast.net 4

6 Amy L. Gorin Amy L. Gorin, CPA, PA 5204 Europa Drive, Suite M Boynton Beach, FL Phone: (561) Fax: (561) amygcpa@aol.com Jacqueline Greenberg Supervisor Morrison, Brown, Argiz & Farra, LLP 301 East Las Olas Boulevard, 5th Floor Phone: (954) Fax: (954) jgreenberg@mbafcpa.com Amy L. Greenblatt Gelber and Company Interchange Circle North Miramar, FL Phone: (954) Fax: (954) agreenblatt@bellsouth.net Barbara A. Hall Controller Mashek Energy Corporation 125 Worth Avenue, Suite 222 Palm Beach, FL Phone: (561) Fax: (561) barb655@aol.com Debora K. Henderson Debora K. Henderson, CPA, PA 2121 SW 28th Way Fort Lauderdale, FL Phone: (954) Fax: (954) dkhcpapa@aol.com Cynthia Horner (Student Member) Argy, Wiltse & Robinson, PC 800 Fairway Drive, Suite 340 Deerfield Beach, FL Phone: (954) crazypoof@hotmail.com 5

7 Elsa G. Johnson Elsa G. Johnson, PA 301 Yamato Road, Suite 3120 Boca Raton, FL Phone: (561) Fax: (561) Tracy Koffman Koffman & Koffman, P.A East Sunrise Boulevard, Suite 805 Fort Lauderdale, FL Phone: (954) Heather Larsen J. Larsen & Associates, P.C North Federal Highway, Suite 400 Fort Lauderdale, FL Phone: (954) Fax: (954) Kate Lechtman Senior Tax Consultant Deloitte Tax, LLP 2017 SW 27th Avenue Fort Lauderdale, FL Phone: (954) Fax: (305) Annette Matovelle 4244 Mahogany Ridge Drive Weston, FL Phone: (954) Graciela L. Miller Graciela L. Miller, PA, CPA 4179 Davie Road, Suite 200 Davie, FL Phone: (954) Fax: (954)

8 Lisa J. D. Petronio Supervisor Morrison, Brown, Argiz & Farra, LLP 301 East Las Olas Boulevard, 5th Floor Phone: (954) Fax: (954) Erika Pomerantz Staff Accountant MSI Barnes & Associates, P.A East Commercial Boulevard, Suite 409 Fort Lauderdale, FL Phone: (954) Fax: (954) Maria Romero-Cuesta Maria Romero-Cuesta CPA, P.A. 160 W. Camino Real # 272 Boca Raton, FL Phone: (561) Fax: (561) mrc_cpa@yahoo.com Melissa Salvatore Tax Staff Deloitte 200 East Las Olas Boulevard, Suite 1400 Phone: (954) Fax: (954) msalvatore@deloitte.com Terry Santini President Santini & Associates, PA 4179 Davie Road, Suite 200 Davie, FL Phone: (954) Fax: (954) terry@santiniassociates.com LeeAnn Scarpaci Tax Supervisor Berkowitz, Dick, Pollack, & Brant CPAs, LLP 515 East Las Olas Boulevard, 15th Floor Phone: (954) Fax: (954) lscarpaci@bdpb.com 7

9 Cynthia S. Sobel Shareholder Freeman, Dawson, Rosenbaum & Sobel, PA 2701 S Bayshore Drive, Suite 401 Coconut Grove, FL Phone: (305) Fax: (305) csobel@flacpa.com Christina W. Stewart Senior Accountant Fuller, Witcher & Company, PA 2953 West Cypress Creek Road, Suite 200 Fort Lauderdale, FL Phone: (954) ext 206 Fax: (954) christina@fullerwitcher.com Partnerships & LLCs Krista Kennedy State & Local Tax Manager Grant Thornton LLP 2700 South Commerce Parkway, Suite 300 Weston, FL Phone: (954) Fax: (954) Krista.Kennedy@gt.com Kate Lechtman Senior Tax Consultant Deloitte Tax, LLP 2017 SW 27th Avenue Fort Lauderdale, FL Phone: (954) Fax: (305) krw8982@aol.com Estate, Gift & Trust Jill F. Andron Tax Manager Ever and Company, P.A. 500 East Broward Boulevard, Suite 850 Fort Lauderdale, FL Phone: (954) Fax: (954) jandron@bellsouth.net 8

10 Norma Berkman Shareholder Ever and Company, P.A. 500 East Broward Boulevard, Suite 850 Fort Lauderdale, FL Phone: (954) Fax: (954) Jacqueline Greenberg Supervisor Morrison, Brown, Argiz & Farra, LLP 301 East Las Olas Boulevard, 5th Floor Phone: (954) Fax: (954) Barbara A. Hall Controller Mashek Energy Corporation 125 Worth Avenue, Suite 222 Palm Beach, FL Phone: (561) Fax: (561) Bobbie Higer Vice President Lifespring Financial Corp NE 21st Court Miami, FL Phone: (305) Barbara J. Jagusztyn Jagusztyn & Jagusztyn, PA 701 East Commercial Boulevard, Suite 200 Fort Lauderdale, FL Phone: (954) Fax: (954) Elsa G. Johnson Elsa G. Johnson, PA 301 Yamato Road, Suite 3120 Boca Raton, FL Phone: (561) Fax: (561)

11 Hillelene S. Lustig Hillelene S. Lustig, CPA 8531 SW 139 Terrace Palmetto Bay, FL Phone: (305) Fax: (786) Bonnie L. Mackey, CSEP Partner Levin, Silvey, Zelko & Mackey, PA 2699 Stirling Road, Suite B-205 Hollywood, FL Phone: (954) , ext 112 Fax: (954) Donna Petress-Miller 2nd Vice President Tax Analyst Northern Trust, NA 700 Brickell Avenue Miami, FL Phone: (305) Fax: (305) Foreign & International Samantha Fitzgerald, Esq. Attorney Fowler, White, Burnett, PA 1395 Brickell Avenue, 14th Floor Miami, FL Phone: (305) Fax: (305) Randi K. Grant Director Berkowitz, Dick, Pollack, & Brant CPAs, LLP 515 East Las Olas Boulevard, 15th Floor Phone: (954) Fax: (954)

12 Amy M. Preston Associate (Student Member) MSI Barnes & Associates, PA 2929 E. Commercial Boulevard, Suite 409 Fort Lauderdale, FL Phone: (954) Fax: (954) Non-Profit & Governmental Cynthia Borders-Byrd C Borders-Byrd CPA, LLC 101 NE Third Avenue, Suite 1500 Phone: (954) Fax: (954) CBB@cborderscpa.com LeeAnn Scarpaci Tax Supervisor Berkowitz, Dick, Pollack, & Brant CPAs, LLP 515 East Las Olas Boulevard, 15th Floor Phone: (954) Fax: (954) lscarpaci@bdpb.com State and Local Krista Kennedy State & Local Tax Manager Grant Thornton LLP 2700 South Commerce Parkway, Suite 300 Weston, FL Phone: (954) Fax: (954) Krista.Kennedy@gt.com Research Sharon S. Lassar, PhD Director School of Accounting, Florida International University SW 8th Street, RB 233 Miami, FL Phone: (305) Fax: (305) lassars@fiu.edu 11

13 Real Estate Transactions Mary F. Cheaney Mary F. Cheaney, PA, CPA NE 2nd Avenue, Suite 304 North Miami Beach, FL Phone: (305) Fax: (305) Beatriz De La Rua Partner Froehlich & De La Rua CPA Firm, LLC South Shore Boulevard Wellington, FL Phone: (561) Fax: (561) Amy M. Preston Associate (Student Member) MSI Barnes & Associates, PA 2929 E. Commercial Boulevard, Suite 409 Fort Lauderdale, FL Phone: (954) Fax: (954) AUDITING General Auditing (non-sec) Cynthia Borders-Byrd C Borders-Byrd CPA, LLC 101 NE Third Avenue, Suite 1500 Phone: (954) Fax: (954) CBB@cborderscpa.com Tammy Caja Staff Auditor Daszkal Bolton, LLP 340 SE 5th Street Pompano Beach, FL Phone: (954) Fax: (954) tamcaja@bellsouth.net 12

14 Cindy Calvert Partner Keefe, McCullough & Company LLP 6550 North Federal Highway, Suite 410 Fort Lauderdale, FL Phone: (954) Fax: (954) Camille Douglin Senior Associate McGladrey & Pullen, LLP 100 NE Third Avenue, Suite Phone: (954) Fax: (954) Kim A. Lamplough Partner Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) Fax: (954) Shivanni Ramsahai Senior Auditor Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) ext 6621 Fax: (954) Shelley S. Stein Chief Operating Officer Grant Thornton, LLP 2700 S. Commerce Parkway, Suite 300 Weston, FL Phone: (954) Fax: (954) SEC Compliance Auditing Kim A. Lamplough Partner Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) Fax: (954)

15 Nicole Mannarino Principal Commercial Assurance Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) Fax: (954) Erin Meradith KPMG 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale FL Phone: (954) Shivanni Ramsahai Senior Auditor Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) ext 6621 Fax: (954) Nicole Thaung Senior Auditor Ernst & Young, LLP 100 NE Third Avenue, Suite 700 Phone: (954) Roberta Young Partner De Meo, Young, McGrath & Company 2400 East Commercial Boulevard, Suite 517 Fort Lauderdale, FL Phone: (954) Fax: (954)

16 Specialized Industry Auditing Sandra H. Bennett Bennett & Bennett CPAs, PA 8181 West Broward Boulevard, Suite 255 Plantation, FL Phone: (954) Fax: (954) Condos, Homeowners Associations & Developer Turnovers Cindy Calvert Partner Keefe McCullough & Co North Federal Highway, Suite 410 Fort Lauderdale, FL Phone: (954) Fax: (954) Not-for-Profit, Governmental Beatriz De La Rua Partner Froehlich & De La Rua CPA Firm, LLC South Shore Boulevard Wellington, FL Phone: (561) Fax: (561) Homeowners Associations Susan Friend Partner Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) Fax: (954) Not-for-Profit, Governmental Kathryn Healy Audit Principal Rachlin Cohen & Holtz, LLP One Southeast Third Avenue Miami, FL Phone: (305) Fax: (305) Not for Profit, Governmental 15

17 Nicole Mannarino Principal Commercial Assurance Rachlin LLP 450 East Las Olas Boulevard, Suite 950 Phone: (954) Fax: (954) Employee Benefit Plans Karen L. Post Karen Post CPA, PA 1536 Coronado Road Weston, FL Phone: (954) Fax: (954) CIRA ACCOUNTING Small Business Accounting Elisa A. Armetta President Armetta & Associates CPA s 4175 South Congress Avenue, Suite J Lake Worth, FL Phone: (561) Fax: (561) elisa@cpaservices.org Sandra H. Bennett Partner Bennett & Bennett CPAs, PA 8181 West Broward Boulevard, Suite 255 Plantation, FL Phone: (954) Fax: (954) sbennett@benncpa.com Ivy Lynn Defino Ivy Lynn Defino, CPA, PA Cobblestone Court Davie, FL Phone: (954) Fax: (954) ivdefino@bellsouth.net 16

18 Amy L. Gorin Amy L. Gorin, CPA, PA 5204 Europa Drive, Suite M Boynton Beach, FL Phone: (561) Fax: (561) amygcpa@aol.com Amy L. Greenblatt Gelber and Company Interchange Circle North Miramar, FL Phone: (954) Fax: (954) agreenblatt@bellsouth.net Debora K. Henderson Debora K. Henderson, CPA, PA 2121 SW 28th Way Fort Lauderdale, FL Phone: (954) Fax: (954) dkhcpapa@aol.com Barbara J. Jagusztyn Jagusztyn & Jagusztyn, PA 701 East Commercial Boulevard, Suite 200 Fort Lauderdale, FL Phone: (954) Fax: (954) bjagcpa@bellsouth.net Tracy Koffman Koffman & Koffman, P.A East Sunrise Boulevard, Suite 805 Fort Lauderdale, FL Phone: (954) tracy@koffman.com Hillelene S. Lustig Hillelene S. Lustig, CPA 8531 SW 139 Terrace Palmetto Bay, FL Phone: (305) Fax: (786) hslustig@accountant.com 17

19 Bonnie L. Mackey, CSEP Partner Levin, Silvey, Zelko & Mackey, PA 2699 Stirling Road, Suite B-205 Hollywood, FL Phone: (954) , ext 112 Fax: (954) Annette Matovelle 4244 Mahogany Ridge Drive Weston, FL Phone: (954) Diane Minch, CFE, CVA, FCPA Gerson, Preston, Robinson & Co., PA st Street Miami Beach, FL Phone: (305) Fax: (305) Lisa J. D. Petronio Supervisor Morrison, Brown, Argiz & Farra, LLP 301 East Las Olas Boulevard, 5th Floor Phone: (954) Fax: (954) Erika Pomerantz Staff Accountant MSI Barnes & Associates, P.A East Commercial Boulevard, Suite 409 Fort Lauderdale, FL Phone: (954) Fax: (954) Karen L. Post Karen Post CPA, PA 1536 Coronado Road Weston, FL Phone: (954) Fax: (954)

20 Maria Romero-Cuesta Maria Romero-Cuesta CPA, P.A. 160 W. Camino Real # 272 Boca Raton, FL Phone: (561) Fax: (561) mrc_cpa@yahoo.com Terry Santini President Santini & Associates, PA 4179 Davie Road, Suite 200 Davie, FL Phone: (954) Fax: (954) terry@santiniassociates.com Cynthia S. Sobel Shareholder Freeman, Dawson, Rosenbaum & Sobel, PA 2701 S Bayshore Drive, Suite 401 Coconut Grove, FL Phone: (305) Fax: (305) csobel@flacpa.com Christina W. Stewart Senior Accountant Fuller, Witcher & Company, PA 2953 West Cypress Creek Road, Suite 200 Fort Lauderdale, FL Phone: (954) ext 206 Fax: (954) christina@fullerwitcher.com Laura R. Weiner President Laura R. Weiner, CPA, PA 2425 East Commercial Boulevard, Suite 201 Fort Lauderdale, FL Phone: (954) Fax: (954) LauraCPA@bellsouth.net Fiduciary Accounting Donna Petress-Miller 2nd Vice President Tax Analyst Northern Trust, NA 700 Brickell Avenue Miami, FL Phone: (305) Fax: (305) dpm1@ntrs.com 19

21 Statutory (Insurance) Accounting Agnes M. Grimonpont-Aguirre Assistant Vice President MacNeill Group, Inc Sawgrass Corp Parkway, Suite 300 Sunrise, FL Phone: (954) Fax: (954) IRS PROBLEMS RESOLUTION Audits & Collection Matters Graciela L. Miller Graciela L. Miller, PA, CPA 4179 Davie Road, Suite 200 Davie, FL Phone: (954) Fax: (954) Laura R. Weiner President Laura R. Weiner, CPA, PA 2425 East Commercial Boulevard, Suite 201 Fort Lauderdale, FL Phone: (954) Fax: (954) CONSULTING Computer Consulting Alice Chick Partner Chick & Karo, CPAs, PA 115 SW 89th Way Coral Springs, FL Phone: (954) Fax: (954) Pamela B. Hathaway Pamela B. Hathaway, CPA 5221 SW 38th Way Fort Lauderdale, FL Phone: (954) Fax: (954)

22 Kathryn Healy Audit Principal Rachlin LLP One Southeast Third Avenue Miami, FL Phone: (305) Fax: (305) Business Valuation Marcie D. Bour ABV, CVA, CFE, BVAL, CFFA President Florida Business Valuation Group 3475 Sheridan Street, Suite 215A Hollywood, FL Phone: (954) ext 11 Fax (954) Elder Care Pamela B. Hathaway Pamela B. Hathaway, CPA 5221 SW 38th Way Fort Lauderdale, FL Phone: (954) Fax: (954) Financial & Estate Planning Janette Davis President/ Certified Mortgage Planner Southeast American Financial Group, Inc North University Drive Pembroke Pines, FL Phone: (954) Fax: (954) Randi K. Grant Director Berkowitz, Dick, Pollack & Brant CPAs LLP 515 East Las Olas Boulevard, 15th Floor Phone: (954) Fax: (954)

23 Bobbie Higer Vice President Lifespring Financial Corp NE 21st Court Miami, FL Phone: (305) Roberta Young Partner De Meo, Young, McGrath & Company 2400 East Commercial Boulevard, Suite 517 Fort Lauderdale, FL Phone: (954) Fax: (954) Forensic & Litigation Support Services Sherry M. Bennett GlassRatner Advisory & Capital Group, LLC 110 East Broward Boulevard, Suite 660 Phone: (954) Fax (954) Marcie D. Bour ABV, CVA, CFE, BVAL, CFFA President Florida Business Valuation Group 3475 Sheridan Street, Suite 215A Hollywood, FL Phone: (954) ext 11 Fax (954) Lynn M. Britt, J.D. President Lynn M. Britt, CPA, PA 5950 West Oakland Park Boulevard, Suite 200 Fort Lauderdale, FL Phone: (954) Fax: (954)

24 Diane Minch, CFE, CVA, FCPA Gerson, Preston, Robinson & Co., PA st Street Miami Beach, FL Phone: (305) Fax: (305) Margaret Smith Principal Glass Ratner Advisory & Capital Group 110 E. Broward Boulevard, Suite 660 Phone: (954) Fax: (954) Insolvency and Restructuring Sherry M. Bennett GlassRatner Advisory & Capital Group, LLC 110 East Broward Boulevard, Suite 660 Phone: (954) Fax (954) Margaret Smith Principal Glass Ratner Advisory & Capital Group 110 E. Broward Boulevard, Suite 660 Phone: (954) Fax: (954) SEC Reporting Teresa Underwood 7727 Burnt Oak Trail Jacksonville, FL

25 Private Enterprise Private Enterprise Jaime L. Adamczyk Controller Dreams, Inc Whitehall Drive, Unit 105 Davie, FL Phone: (954) Fax: Chantal B. Biellik Controller CDR Realty, LLC 2424 North Federal Highway, Suite 159 Boca Raton, FL Phone: (561) Fax: (561) Beth Braznell Vice President Wells Fargo Business Credit 282 SW 58 Avenue Plantation, FL Phone: (954) Fax: (954) Commercial Lending Esther Corcino Senior Finance Manager Brand Financial Planning & Analysis Bacardi 5600 Howkes Blutt Avenue Davie, FL Phone: (305) ext Lisa Dasher Chief Financial Officer Wicker, Smith, O Hara, McCoy, & Ford, PA 2900 SW 28th Terrace Grove Plaza, 5th Floor Miami, FL Phone: (305) Fax (305) ldasher@wickersmith.com 24

26 Janette Davis President/ Certified Mortgage Planner Southeast American Financial Group, Inc North University Drive Pembroke Pines, FL Phone: (954) Fax: (954) Licensed Mortgage Broker Samantha Fitzgerald, Esq. Attorney Fowler, White, Burnett, PA 1395 Brickell Avenue, 14th Floor Miami, FL Phone: (305) Fax: (305) Attorney Melissa Galano Bacardi 3204 Bird Avenue, Suite #102 Coconut Grove, FL Phone: (305) Vicki Garfinkel Executive Recruiter Hire Solutions Group, Inc SW 6th Avenue Boca Raton, FL Phone: (561) Fax: (561) Recruiting Agnes M. Grimonpont-Aguirre Assistant Vice President MacNeill Group, Inc Sawgrass Corp Parkway, Suite 300 Sunrise, FL Phone: (954) Fax: (954)

27 Public Speaking Alina M. Kuang Accounting Manager The Premier Group 3191 Coral Way, Suite 625 Miami, FL Phone: (305) , ext 236 Fax: (305) Jo-Ann Kunin President Kunin Associates 900 SE Third Avenue, Suite 204 Fort Lauderdale, FL Phone: (954) Fax: (954) Professional Recruiter for Finance and Accounting Rubiela N. Mendieta Controller Rendina Companies 661 University Boulevard, Suite 200 Jupiter, FL Public Speaking Marcie D. Bour ABV, CVA, CFE, BVAL, CFFA President Florida Business Valuation Group 3475 Sheridan Street, Suite 215A Hollywood, FL Phone: (954) ext 11 Fax (954) Mary F. Cheaney Mary F. Cheaney, PA, CPA NE 2nd Avenue, Suite 304 North Miami Beach, FL Phone: (305) Fax: (305)

28 Sharon S. Lassar, PhD Director School of Accounting, Florida International University SW 8th Street Miami, FL Phone: (305) Fax: (305) Bonnie L. Mackey, CSEP Partner Levin, Silvey, Zelko & Mackey, PA 2699 Stirling Road, Suite B-205 Hollywood, FL Phone: (954) , ext 112 Fax: (954) Shelley S. Stein Chief Operating Officer Grant Thornton, LLP 2700 S. Commerce Parkway, Suite 300 Weston, FL Phone: (954) Fax: (954) Not For Profit Organizations Not For Profit Organizations EDUCATION Sharon S. Lassar, PhD Director School of Accounting, Florida International University SW 8th Street Miami, FL Phone: (305) Fax: (305) GOVERNMENT Carol W. Connolly Treasurer Lake Worth Drainage District Military Trail Delray Beach, FL Phone: (561) Fax: (561)

29 Non-Profit Board Members Susan Gooding-Liburd Assistant Finance Director City of Miramar 6700 Miramar Parkway Miramar, FL Phone: (954) Non-Profit Board Members Jaime L. Adamczyk Director Endometriosis Research Center Phone: (954) Fax: Marcie D. Bour ABV, CVA, CFE, BVAL, CFFA President Elect Gold Coast Chapter FICPA Board Member Litigation Forensics Board, National Association of Certified Valuation Analysts Phone: (954) ext 11 Fax (954) Lynn M. Britt Board Member Mental Health Association of Broward County Phone: (954) Fax: (954) Cynthia Borders-Byrd Board of Trustees FICPA Educational Foundation Chair Mt. Olive Baptist Church Treasurer Jack and Jill of America 101 NE Third Avenue, Suite 1500 Phone: (954) Fax: (954) Cindy Calvert Treasurer Junior League of Greater Fort Lauderdale Phone: (954) Fax: (954)

30 Mary F. Cheaney President-Elect AWSCPA National Board Phone: (305) Fax: (305) Lisa Dasher Treasurer ACT for Howard Drive Phone: (305) Fax (305) Janette Davis Jamaica USA Chamber of Commerce Phone: (954) Fax: (954) Ivy Lynn Defino Vice President - Marketing AWSCPA National Board Treasurer Temple Solel Sisterhood Phone: (954) Fax: (954) ivdefino@bellsouth.net Randi K. Grant Women s Executive Council Jewish Federation of Broward County Phone: (954) Fax: (954) rgrant@bdpb.com Jacqueline Greenberg Board of Governors Member Temple Sinai of Hollywood Phone: (954) Fax: (954) jgreenberg@mbafcpa.com Bobbie Higer Board Member Greater Miami Jewish Federation Executive Board Member Foundation of Greater Miami Jewish Federation Phone: (305) Bobbie@lifespringfinancial.com 29

31 Elsa G. Johnson Treasurer Leaders in Furthering Education, Inc. Phone: (561) Fax: (561) Kim A. Lamplough Board Member Healthy Mothers, Healthy Babies of Broward County Phone: (954) Fax: (954) Sharon S. Lassar, PhD National Corporate Advisory Board Member Association of Latino Professionals in Finance and Accounting Phone: (305) Fax: (305) Bonnie L. Mackey, CSEP Board Member North Dade/South Broward Estate Planning Council Treasurer Broward County Guardianship Association Secretary FICPA Gold Coast Chapter Phone: (954) ext 112 Fax: (954) Karen L. Post Treasurer Executive Women s Golf Association Phone: (954) Fax: (954) klpost@aol.com Cynthia S. Sobel Board Member Temple Israel of Greater Miami Phone: (305) Fax: (305) csobel@flacpa.com Roberta Young Treasurer Gold Coast Jazz Society Treasurer Senior Volunteer Services Phone: (954) Fax: (954) ryoung@dymco.net 30

32 Student Members Cynthia Horner Argy, Wiltse & Robinson, PC 800 Fairway Drive, Suite 340 Deerfield Beach, FL Phone: (954) Pik-Fong (Valerie) Jenkins 1923 SW 69th Avenue North Lauderdale, FL Phone: (954) Alice Kasanradji 8201 NW 37th Street Coral Springs, FL Phone: (954) Fax: (954) Maria Lucassen South American Airways Orange Court Pembroke Pines, FL Phone: (954) Celene Pederson 1270 Wilshire Circle East Pembroke Pines, FL Phone: (954) Retired Members Marianna Vaughan P.O. Box 524 Deerfield Beach, FL or 541 Ponderosa Avenue Incline Village, NV Phone: (561) Kimberly Wicknertz 1444 Robbia Avenue Coral Gables, FL Phone: (305) Student Members Retired Members

33 Board of Directors Board of Directors EXECUTIVE OFFICERS PRESIDENT Nicole Mannarino (954) PRESIDENT-ELECT Jaime L. Adamczyk (954) TREASURER Donna Petress-Miller...(305) SECRETARY Alina M. Kuang (305) ext 236 PAST-PRESIDENT Bonnie Mackey (954) ext 112 BOARD MEMBERS National Liaison Jill Andron... (954) Marcie D. Bour (954) ext 11 Janette Davis...(954) Ivy L. Defino...(954) Randi K. Grant (954) Amy Greenblatt (954) Sharon Lassar (305) Diane M. Minch (954) Lisa J.D. Petronio (954) ext 1010 Shivanni Ramsahia (954) Christina Stewart (954) Laura Weiner... (954) National Liaison Mary Cheaney (305)

34 Corporate Sponsors Corporate Sponsors 33

35 Corporate Sponsors Corporate Sponsors Jennifer Kelly 1660 West McNab Road Fort Lauderdale, FL Fax

36 Member Index Adamczyk, Jaime L , 28 Andron, Jill... 4, 8 Armetta, Elisa A , 16 Bennett, Sandra H , 16 Bennett, Sherry M , 23 Berkman, Norma... 4, 9 Biellik, Chantal B Borders-Byrd, Cynthia , 12 Bour, Marcie D , 22, 26, 28 Braznell, Beth Britt, Lynn M , 28 Caja, Tammy Calvert, Cindy , 15, 28 Cheaney, Mary F , 26, 29 Chick, Alice Connolly, Carol W Corcino, Esther Dasher, Lisa , 29 Davis, Janette , 25, 29 De La Rua, Beatriz , 15 Defino, Ivy Lynn , 16, 29 Diez, Nicole O Douglin, Camille Fitzgerald, Samantha , 25 Friend, Susan Galano, Melissa Garfinkel, Vicki Gooding-Liburd, Susan Gorin, Amy L , 17 Grant, Randi K , 21, 29 Greenberg, Jacqueline , 9, 29 Greenblatt, Amy L , 17 Grimonpont-Aguirre, Agnes M , 25 Hall, Barbara A , 9 Hathaway, Pamela B Healy, Kathryn , 21 Henderson, Debora K , 17 Higer, Bobbie... 9, 22, 29 Horner, Cynthia , 31 35

37 Jagusztyn, Barbara J , 17 Jenkins, Pik-Fong (Valerie) Johnson, Elsa G , 9, 30 Kasanradji, Alice Kennedy, Krista , 11 Koffman, Tracy , 17 Kuang, Alina M Kunin, Jo-Ann Lamplough, Kim A , 13, 30 Larsen, Heather... 6 Lassar, Sharon S , 27, 27, 30 Lechtman, Kate , 8 Lucassen, Maria Lustig, Hillelene, S , 17 Mackey, Bonnie L , 18, 27, 30 Mannarino, Nicole , 16 Matovelle, Annette , 18 Mendieta, Rubiela N Meradith, Erin Miller, Graciela L , 20 Minch, Diane , 23 Pederson, Celene Petress-Miller, Donna... 10, 19 Petronio, Lisa J. D , 18 Pomerantz, Erika , 18 Post, Karen L , 18, 30 Preston, Amy M , 12 Ramsahai, Shivanni , 14 Romero-Cuesta, Maria.... 7, 19 Salvatore, Melissa Santini, Terry , 19 Scarpaci, LeeAnn , 11 Smith, Margaret , 23 Sobel, Cynthia S , 19, 30 Stein, Shelley S , 27 Stewart, Christina, W , 19 Thaung, Nicole Underwood, Teresa Vaughan, Marianna Weiner, Laura R , 20 Wicknertz. Kimberly Young, Roberta , 22, 30 36

Your Doctor. They know you best. Make an appointment or ask about your care choices.

Your Doctor. They know you best. Make an appointment or ask about your care choices. Know before you go When you need urgent care, you have choices 3 convenient hours 3 lower costs 3 shorter wait times 3 no appointment necessary In a medical emergency, always dial 911 or go to the nearest

More information

When you need urgent care, you have choices. know before you go. convenient hours affordable costs shorter wait times no appointment necessary

When you need urgent care, you have choices. know before you go. convenient hours affordable costs shorter wait times no appointment necessary know before you go When you need urgent care, you have choices In a medical emergency, always dial 911 or go to the nearest emergency room. But when your condition isn t life threatening, you can save

More information

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA MIAMI DIVISION CASE NO CIV-KING

UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA MIAMI DIVISION CASE NO CIV-KING Case 1:04-cv-22572-JLK Document 246 Entered on FLSD Docket 05/10/2007 Page 1 of 5 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA MIAMI DIVISION CASE NO. 04-22572-CIV-KING EMMA YAIZA DIAZ; JOHN

More information

Aberdeen. Community Development District. FLWAC Chapter No. 42NN Effective: November 5, 2003

Aberdeen. Community Development District. FLWAC Chapter No. 42NN Effective: November 5, 2003 Aberdeen Community Development District FLWAC Chapter No. 42NN-1.001 Effective: November 5, 2003 Rhonda K. Lovett, Chairperson (904) 217-4029 121 Scotland Yard Boulevard Cell (904) 434-8326 rklovett@yahoo.com

More information

Membership List. Attorneys:

Membership List. Attorneys: Attorneys: Ana C. Augusto Esq. Law Office of Pelayo Duran, P.A. 4640 N.W. 7 th Street Miami, FL 33126 Phone: (305) 266-9780 Fax: (305) 269-8311 Email: anacaugusto@gmail.com Quentin Ballot-Lena Esq. Robert

More information

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business

Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business U.S. Trust cordially invites you to THE OWNER s JOURNEY Experiences Shared and Lessons Learned on Successfully Selling or Transferring a Business WEDNESDAY, MAY 3, 2017 7:30 a.m. 9:30 a.m. U.S. TRUST 280

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

Case 1:04-cv JLK Document 195 Filed 10/18/2006 Page 1 of 5 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA

Case 1:04-cv JLK Document 195 Filed 10/18/2006 Page 1 of 5 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA Case 1:04-cv-22572-JLK Document 195 Filed 10/18/2006 Page 1 of 5 UNITED STATES DISTRICT COURT SOUTHERN DISTRICT OF FLORIDA CASE NO. 04-22572-CIV-KING-GARBER EMMA YAIZA DIAZ; AMERICAN FEDERATION OF LABOR

More information

Play YOUR Game: Creating and Running a Championship Business. Wednesday, February 27, 2019

Play YOUR Game: Creating and Running a Championship Business. Wednesday, February 27, 2019 Play YOUR Game: Creating and Running a Championship Business Wednesday, February 27, 2019 Naples Hilton 5111 Tamiami Trail North, Naples, FL 34103 Conference Chair: Kena Yoke Presented by Play YOUR Game:

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future September 15, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been

More information

SPEAKERS A S H A B A N G A L O R E

SPEAKERS A S H A B A N G A L O R E SPEAKERS ASHA BANGALORE Vice President Economist Asha has been an economist with Northern Trust since 1994. Prior to joining Northern Trust, she was a consultant to savings and loan institutions and commercial

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

2015 Real Estate Industry Update A landscape for change: Transforming for the future

2015 Real Estate Industry Update A landscape for change: Transforming for the future 2015 Real Estate Industry Update A landscape for change: Transforming for the future December 10, 2015 Welcome Welcome to Deloitte s 2015 real estate industry update The real estate industry has been on

More information

Wednesday, October 31, Naples Hilton 5111 Tamiami Trail North, Naples, FL Conference Co-Chairs Suzanne Boy and Kena Yoke.

Wednesday, October 31, Naples Hilton 5111 Tamiami Trail North, Naples, FL Conference Co-Chairs Suzanne Boy and Kena Yoke. Play YOUR Game: Creating and Running a Championship Business Wednesday, October 31, 2018 Naples Hilton 5111 Tamiami Trail North, Naples, FL 34103 Conference Co-Chairs Suzanne Boy and Kena Yoke Presented

More information

FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES EMBASSY SUITES ORLANDO DOWNTOWN 191 EAST PINE STREET ORLANDO, FL 32801

FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES EMBASSY SUITES ORLANDO DOWNTOWN 191 EAST PINE STREET ORLANDO, FL 32801 STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES EMBASSY SUITES ORLANDO DOWNTOWN 191 EAST PINE STREET ORLANDO, FL 32801

More information

President and Chief Executive Officer and Director

President and Chief Executive Officer and Director Jeffrey P. Freimark 07/2008 to Present Miami Jewish Health Systems, Inc. A not-for-profit organization that is the largest and most innovative provider of health care for seniors in the Southeast. Miami

More information

The Haas Group at Morgan Stanley Smith Barney

The Haas Group at Morgan Stanley Smith Barney The Haas Group at Morgan Stanley Smith Barney FLORIDA: 595 South Federal Highway 31099 Chagrin Boulevard Suite 400, Boca Raton, Florida 33432 3rd Floor, Pepper Pike, Ohio 44124 OHIO: 561-393-1561 / main

More information

TABLE OF CONTENTS FACULTY PARTICIPANTS FACULTY BIOGRAPHIES STUDY MATERIALS

TABLE OF CONTENTS FACULTY PARTICIPANTS FACULTY BIOGRAPHIES STUDY MATERIALS ALI-ABA Topical Courses Homeowner Association Governance: New Developments in Troubling Times Fall 2009 Update November 18, 2009 Telephone Seminar/Audio Webcast AGENDA FACULTY PARTICIPANTS FACULTY BIOGRAPHIES

More information

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014

Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 Enhancing Audit Quality and Transparency Supplement Additional information required by Article 13 of EU Regulation 537/2014 December 2017 kpmg.com Contents 1. Network arrangement 1 1.1 Legal structure

More information

The Ralby Gelber Group at Morgan Stanley

The Ralby Gelber Group at Morgan Stanley The Ralby Gelber Group at Morgan Stanley 595 S Federal Hwy Suite 400 Boca Raton, FL 33432 (561) 393-2000 (800) 327-0144 www.morganstanleyfa.com/ralbygelbergroup SPRING 2015 What s new At The Ralby Gelber

More information

Florida Atlantic Research and Development Authority Board of Directors Meeting

Florida Atlantic Research and Development Authority Board of Directors Meeting Florida Atlantic Research and Development Authority Board of Directors Meeting 3651 FAU Boulevard, #400, Boca Raton, FL 33431 April 18 th, 2013 at 8 AM AGENDA I. Call to order - Chair Maier II. Roll call

More information

Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado to present. Founding Member.

Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado to present. Founding Member. MELINDA M. HARPER, CPA/ABV/CFF, CFE harper@harperhofer.com (303) 486 0012 EMPLOYMENT Harper Hofer & Associates, LLC, 1580 Lincoln Street, Suite 1100, Denver, Colorado 80203. 2004 to present. Founding Member.

More information

AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER 2015 BUSINESS VALUATION SEMINAR. Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA

AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER 2015 BUSINESS VALUATION SEMINAR. Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA AMERICAN SOCIETY OF APPRAISERS PHILADELPHIA CHAPTER Date: Friday, April 24, 2015 2015 BUSINESS VALUATION SEMINAR Venue: DoubleTree Suites by Hilton Hotel, Plymouth Meeting, PA Program: The program features

More information

EJ JANIK Principal

EJ JANIK Principal Principal, Ryan, Dallas office Specializes in providing damage and economic analysis in complex business litigation, construction, and insurance matters including expert testimony. EJ JANIK Principal ej.janik@ryan.com

More information

Director Term ending March 31, CPA Certified ICPAS Membership 1994

Director Term ending March 31, CPA Certified ICPAS Membership 1994 John Bird, CPA Term ending March 31, 2021 Regional Tax Leader and Managing Partner RSM US LLP 1994 1994 Strategic Planning Committee, 2018-2020 Taxation-State and Local Tax Committee, 2006-2013, Chairperson

More information

Membership in the Real Estate Investment Society is open to:

Membership in the Real Estate Investment Society is open to: Serving the real estate investment profession in Southwest Florida since 1981 The Real Estate Investment Society (REIS) is an independent organization, dedicated to assisting members in the effective utilization

More information

Place of Birth: Bakersfield, California Born 1963 Other Places of Residency: Anaheim, California and Oakland, California Married with Family

Place of Birth: Bakersfield, California Born 1963 Other Places of Residency: Anaheim, California and Oakland, California Married with Family CURRICULUM VITAE CONTACT INFORMATION Scott P. McHone, CPA, PhD, MSActg, CRFAC, DABFA, ABGOV, RFI, LHA, CGMA, Certified Forensic Accountant 1400 Easton Drive, Suite 137, Bakersfield, California 93309 Voice:

More information

Guardianship Audit Workshop

Guardianship Audit Workshop Guardianship Audit Workshop 11:10 a.m. 12:00 p.m. Tuesday, June 2 th Summer Conference 1 Panel Members Lita McHugh, CPA, CIG Inspector General, Polk County Bob Melton, CPA, CIA, CFE Inspector General,

More information

Smith A. Brownlie III, CPA

Smith A. Brownlie III, CPA Brownlie & Braden, LLC, provides services specifically addressing the needs of individuals and families that have accumulated significant wealth. Our approach to providing these services is sensitive to

More information

A Talk With Tony Argiz

A Talk With Tony Argiz March 28, 2018 Unique Monthly Views: 4,667 Link to article A Talk With Tony Argiz MBAF Chairman and CEO Tony Argiz answers a questions from SFBW Chairman and CEO Gary Press As chairman and CEO since 1997,

More information

David Wood s Qualifications

David Wood s Qualifications David Wood s Qualifications Mr. Wood is a CPA and is accredited by the American Institute of CPAs as an Accredited Business Valuator (ABV). He is also certified by the National Association of Certified

More information

Second Wednesday s. June 9, Planning for Future County Facility Needs

Second Wednesday s. June 9, Planning for Future County Facility Needs Second Wednesday s June 9, 2010 Planning for Future County Facility Needs PROGRAM DESCRIPTION In a time of declining resources and increased public demand for services, county building improvements must

More information

Viking Advisory Group. Company Presentation September 2011

Viking Advisory Group. Company Presentation September 2011 Viking Advisory Group Company Presentation September 2011 Viking Advisory Group Mission To offer value added, high quality services within the disciplines of financial management, accounting, legal, insurance,

More information

CHARTERED CAPITAL ADVISERS, INC.

CHARTERED CAPITAL ADVISERS, INC. CHARTERED CAPITAL ADVISERS, INC. 590 MADISON A VENUE 21 ST FLOOR N EW Y ORK, NEW Y ORK 10022 (212) 327-0200 (212) 327-0225 FAX A DESCRIPTION OF CHARTERED CAPITAL ADVISERS, INC. Chartered Capital Advisers,

More information

The Kaser Mechling Group at Morgan Stanley Smith Barney

The Kaser Mechling Group at Morgan Stanley Smith Barney The Kaser Mechling Group at Morgan Stanley Smith Barney 7311 Crossleigh Court Suite 106, Toledo, OH 43617 419-842-6557 / MAIN 877-834-3669 / TOLL-FREE 419-754-2507 / FAX www.morganstanley.com/fa/theka

More information

Lynn E. Turner Managing Director

Lynn E. Turner Managing Director Lynn E. Turner Managing Director 725 South Figueroa Street, Suite 2950 Los Angeles, CA 90017 main: 213.222.0870 fax : 888.222.6001 lturner@litinomics.com Lynn E. Turner is a Managing Director within the

More information

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC

2 Theatre Square, Ste 322 Orinda, CA Toll free Fax Morgan Stanley Smith Barney LLC, Member SIPC The Gross Turner Beaumont Group at Morgan Stanley Smith Barney Stephen Gross, Senior Vice President and Financial Advisor David Turner III, Senior Vice President and Financial Advisor Rick Beaumont, CFP,

More information

IIA Saskatchewan Chapter Board of Governors Profiles June May 2015

IIA Saskatchewan Chapter Board of Governors Profiles June May 2015 Executive President David Helberg, MBA, CIA, CFE, CRMA Manager, Internal Audit & Corporate Ethics Page 1 Cameco Corporation 2121-11th Street West Saskatoon, Saskatchewan S7M 1J3 Phone: 306.956.8045 Email:

More information

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust

The Wood Group at Morgan Stanley. Understanding Your Vision, Earning Your Trust The Wood Group at Morgan Stanley Understanding Your Vision, Earning Your Trust WHY THE WOOD GROUP The Culture of Family is in Our DNA Our Team was formed to provide our Clients and their Families with

More information

B i o g r a p h y Steven M. Egna Steven M. Egna

B i o g r a p h y Steven M. Egna Steven M. Egna B i o g r a p h y Steven M. Egna CBA, CVA, ABAR, CM&AA Valuation Resource Group, LLC 75 Troy Road East Greenbush, New York 12061 P: (518) 479-1008 E: segna@valuationresource.com Steven M. Egna is a Certified

More information

Becoming board ready: Lessons learned for potential board candidates

Becoming board ready: Lessons learned for potential board candidates Becoming board ready: Lessons learned for potential board candidates The Dbriefs Governance, Risk, & Compliance series Greg Aliff, Board member, California Water Service Group and SCANA Deb DeHaas, Vice

More information

Virgin Money Holdings (UK) plc

Virgin Money Holdings (UK) plc Virgin Money Holdings (UK) plc Chair Irene Dorner March 2018 (Board) April 2018 (Chair) Chair of the Nomination Committee Irene has over 30 years of experience in financial services. Irene was Group Managing

More information

Richard R. Frank, MBA, CPA President and CEO

Richard R. Frank, MBA, CPA President and CEO Richard R. Frank, MBA, CPA President and CEO Richard R. Frank is the President and CEO of. A Cleveland area native, growing up in Rocky River, Ohio, Rich attended and graduated from St. Edward High School

More information

BKD, LLP Forensics & Valuation Services Division. S. Todd Burchett CPA, ABV, ASA, CFF, CFE. Partner

BKD, LLP Forensics & Valuation Services Division. S. Todd Burchett CPA, ABV, ASA, CFF, CFE. Partner T odd is a Partner with BKD s Forensics & Valuation Services division and leads its Texas practice, providing business valuation, forensic accounting, investigation, bankruptcy and litigation support services,

More information

ROBERT D. LANE, JR., Esquire

ROBERT D. LANE, JR., Esquire ROBERT D. LANE, JR., Esquire PROFESSIONAL BACKGROUND 1977-1978 Judicial Clerkship, Honorable Harry A. Takiff, Court of Common Pleas, Philadelphia County 1978-1989 Associate and Partner, Fox, Rothschild,

More information

Decatur is Growing Gardeners (DIGG), Treasurer, Decatur, IL, June Present

Decatur is Growing Gardeners (DIGG), Treasurer, Decatur, IL, June Present Board of Governors Four people will be elected to serve the terms of 2016-2019. Charla V. Bond-Jones Professional Background: Charla is a Staff Internal Auditor with Archer Daniels Midland (ADM). She recently

More information

Annex: Biographies of New and Re-elected ISCA Council Members

Annex: Biographies of New and Re-elected ISCA Council Members Annex: Biographies of New and Re-elected ISCA Council Members Re-Elected Council Member and New ISCA President Mr Kon Yin Tong, FCA (Singapore) Managing Partner, Foo Kon Tan LLP Mr Kon Yin Tong is a Fellow

More information

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC

Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Date: Friday, March 24, 2017 Time: 8:30 AM 4:30 PM Location: Baruch College 55 Lexington Avenue, NYC Morning Workshop - 8:30 am - 11:30am (3 CPE) Presenter/Speaker David Kahan, Senior Manager, Ernst &

More information

Meet Your Board of Governors

Meet Your Board of Governors Your #1 Resource for Internal Audit-Minded Professionals in South Central Wisconsin Volume 35, Issue 1 July 2016 Inside this issue: President s Message Meet Your 2016-2017 Board of Governors Upcoming Events

More information

Enjoy. Allan Koltin, CPA

Enjoy. Allan Koltin, CPA Presented by the Management of an Accounting Practice Section of the Georgia Society of CPAs CPA Firm Practice Management Conference 2007 Sunday, November 11 - Monday, November 12 Brasstown Valley Resort,

More information

As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public

As President and CEO Jonathan has spoken on a number of information technology and security topics for the Ohio Society of Certified Public Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred

More information

GEORGE H. G. HALL, ESQ. Resource Professor ACCOUNTING AND FINANCE

GEORGE H. G. HALL, ESQ. Resource Professor ACCOUNTING AND FINANCE GEORGE H. G. HALL, ESQ. Resource Professor ACCOUNTING AND FINANCE EDUCATION J.D. University of Florida, 1995: Taxation M.B.A. Harvard University, 1972: Finance B.A. Indiana University, 1966: Economics

More information

Baseline Performance REFERENCE GUIDE. Performance Measures Program

Baseline Performance REFERENCE GUIDE. Performance Measures Program Baseline Performance REFERENCE GUIDE Performance Measures Program July 2015 Trade Centre South 100 West Cypress Creek Road, 8th Floor, Suite 850 Fort Lauderdale, Florida 33309-2112 954-876-0033 PHONE 1-800-273-7545

More information

Perry Dampf Dispute Solutions. and Postlethwaite & Netterville Working Together to Provide. Special Master and Disbursement Management Services

Perry Dampf Dispute Solutions. and Postlethwaite & Netterville Working Together to Provide. Special Master and Disbursement Management Services Perry Dampf Dispute Solutions and Postlethwaite & Netterville Working Together to Provide Special Master and Disbursement Management Services Special Master & Disbursement Management Services Perry Dampf

More information

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA

David R. Bell. Edward C. Bernard. Barbara Bittick. Jerome A. Clark, CFA David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc., and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

The Bahbah Group at Morgan Stanley Smith Barney

The Bahbah Group at Morgan Stanley Smith Barney The Bahbah Group at Morgan Stanley Smith Barney 14850 North Scottsdale Road 6th Floor, Scottsdale, Arizona 85254 480-922-7941 / Main 800-347-5107 / Toll-Free 480-922-7878 / Fax bishara.bahbah@mssb.com

More information

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta

David R. Bell. Adam D. Brown. Nathan M. Brown. Aaron T. Cincotta David R. Bell Dave Bell is a vice president of T. Rowe Price Group, Inc. and a vice president and senior retirement sales executive for T. Rowe Price Retirement Plan Services, Inc. Dave is responsible

More information

D AV I D J. B AY M I L L E R, C PA W E S B E H A M, C PA

D AV I D J. B AY M I L L E R, C PA W E S B E H A M, C PA PA R T N E R B I O G R A P H I E S D AV I D J. B AY M I L L E R, C PA Dave Baymiller joined the firm in 2010 as a partner in the tax services area with over thirty years of public accounting experience.

More information

Bruce L. Birnbaum, J.D., LL.M., CLTC Financial Adviser

Bruce L. Birnbaum, J.D., LL.M., CLTC Financial Adviser Tel: (631) 465-9090 Ext. 5019 Fax: (631) 465-9091 bbirnbaum@jhnetwork.com Lighthouse Financial Network Building 575 Broadhollow Road Melville, NY 11747 www.birnbaumadvisory.com Bruce L. Birnbaum, J.D.,

More information

Friday, October 19, 2018

Friday, October 19, 2018 INTERNAL BANK AUDITORS ASSOCIATION OF WESTERN PENNSYLVANIA 2 nd Annual Training Day Friday, October 19, 2018 Regulatory Hot Topics and Compliance Updates Accounting Updates and Liquidity Risk Management

More information

Rafael E. Rivera, CPA, CVA, CFE

Rafael E. Rivera, CPA, CVA, CFE Rafael E. Rivera, CPA, CVA, CFE Credentials Centro Internacional de Mercadeo #90 Road 165, Suite 505 Guaynabo, PR 00968 Tel. (787) 622-8855 Ext. 204 Fax (787) 666-8850 Background Graduated with honors

More information

Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m.

Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m. Outside Business Activities Reviews, Approval and Monitoring Wednesday, November 11 3:30 p.m. 4:30 p.m. Join industry practitioners and FINRA staff as they cover the key requirements of the outside business

More information

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter

The Texas Capitol Group at Morgan Stanley Smith Barney. When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney When the Details Matter The Texas Capitol Group at Morgan Stanley Smith Barney will be the wealth advisory group of choice recognized for its exceptional

More information

Central Kentucky AGA Newsletter

Central Kentucky AGA Newsletter Central Kentucky AGA Newsletter August 2016 President s Message Phil Nally I would like to thank you for the opportunity to serve as Central Kentucky Chapter AGA President this year. This will be my third

More information

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating

Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating Terri Bradford Eason manages the foundation s Gift Planning Program as a member of the Advancement team. Her primary focus is cultivating relationships that help individuals establish current and deferred

More information

The Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork.

The Chimerakis Group at Morgan Stanley. Simplicity. Strength. Teamwork. The Chimerakis Group at Morgan Stanley Simplicity. Strength. Teamwork. 3801 PGA Boulevard Suite 700, Palm Beach Gardens, FL 33401 877.780.2539 / toll-free 561.627.2858 / fax Lee J. Chimerakis Sports &

More information

Banking & securities accounting and reporting update

Banking & securities accounting and reporting update Banking & securities accounting and reporting update Tuesday, May 22, 2018 Agenda Subject to change Topic Time Speaker(s) Registration/lunch 12:30 p.m. 1:00 p.m. Welcome/introduction 1:00 p.m. 1:05 p.m.

More information

Headline Verdana Bold

Headline Verdana Bold Headline Verdana Bold Deloitte s Real Estate & Construction Industry Update Optimizing opportunity in an ever-changing environment Miami, November 9 Speaker biographies Welcome to Deloitte s 2017 Real

More information

Mr. Smith Chairman, President, and Chief Executive Officer Southern Bank

Mr. Smith Chairman, President, and Chief Executive Officer Southern Bank Mr. Smith has been chairman, president, and chief executive officer of Southern Bank since 1992. Mr. Smith has 38 years of banking experience and served as president of Alabama Bank from 1980 to 1991.

More information

Cynthia Axelrod - Assistant Professor of Practice, Finance Department, Fox School of Business Temple University

Cynthia Axelrod - Assistant Professor of Practice, Finance Department, Fox School of Business Temple University Cynthia Axelrod - Assistant Professor of Practice, Finance Department, Fox School of Business Temple University Cindy Axelrod recently joined the Fox School of Business as an Assistant Professor in the

More information

New President of ISCA. Mr Gerard Ee Hock Kim, FCA (Singapore) President, Institute of Singapore Chartered Accountants

New President of ISCA. Mr Gerard Ee Hock Kim, FCA (Singapore) President, Institute of Singapore Chartered Accountants New President of ISCA Mr Gerard Ee Hock Kim, FCA (Singapore) President, Institute of Singapore Chartered Accountants Mr Ee is a Fellow Chartered Accountant of Singapore with the Institute of Singapore

More information

Andrea Joyce Wagner. Areas of Expertise

Andrea Joyce Wagner. Areas of Expertise Andrea Joyce Wagner Actively involved in the securities industry since the early 1980's. Former Executive Vice President, Director of Compliance, Member Executive Management Committee, Risk Management

More information

The Tribeca Group at Morgan Stanley Smith Barney

The Tribeca Group at Morgan Stanley Smith Barney The Tribeca Group at Morgan Stanley Smith Barney November, 2011 Morgan Stanley Smith Barney LLC One Penn Plaza, 43rd Floor New York, NY 10119 212-643-5713 Scott McCoy Director Portfolio Manager Yunjin

More information

EASTMAN & SMITH LTD. ATTORNEYS AT LAW

EASTMAN & SMITH LTD. ATTORNEYS AT LAW EASTMAN & SMITH LTD. ATTORNEYS AT LAW Established 1844 The WES Initiative A professional development initiative, the mission of the Women of Eastman & Smith Ltd. (WES) is to further attract and retain

More information

Teresa V. Pahl Partner

Teresa V. Pahl Partner Teresa represents clients in all phases and aspects of their businesses. Teresa s expertise includes matters involving general corporate law, securities law and real property law. Teresa works with early-stage

More information

GFOA Candidates for President-Elect and the Executive Board

GFOA Candidates for President-Elect and the Executive Board GFOA Candidates for President-Elect and the Executive Board The Government Finance Officers Association is governed by an 18-member Executive Board, which consists of 15 at-large members, the current president,

More information

Florida Legal Aid New Pro Bono Recruitment Strategies

Florida Legal Aid New Pro Bono Recruitment Strategies Legal Services of rth Florida, Inc. 1 Legal Aid Foundation of the Tallahassee Bar Association 1 rthwest Florida Legal Services, Inc. 1 Jacksonville Area Legal Aid, Inc. 2 Yes Strategy The new online case

More information

thepeaceriverteam

thepeaceriverteam www.morganstanleyfa.com/ thepeaceriverteam We Are All About You Selecting the right financial advisor is an important first step to securing your family s financial future. You want an advisor with experience

More information

STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN

STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN STATE BOARD OF ADMINISTRATION MINORITY, WOMEN AND SERVICE DISABLED VETERAN BUSINESS PLAN FISCAL YEAR 2014-2015 TABLE OF CONTENTS I. Introduction. 3 II. Education, Marketing and Outreach. 4 III. Reporting

More information

WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED TO LASALLE POLICE SERVICES BOARD

WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED TO LASALLE POLICE SERVICES BOARD News Release May 1, 2014 Corporate Office 3000 Marentette Avenue Windsor, ON N8X 4G2 p. 519.974.3100 f. 519.974.9098 For Release WINDSOR FAMILY CREDIT UNION (WFCU) PRESIDENT AND CEO, MARTIN J. KOMSA APPOINTED

More information

S. Miller Hello. I m introducing our third speaker. My name is Sarah

S. Miller Hello. I m introducing our third speaker. My name is Sarah Wi$e Up Teleconference Call October 31, 2005 Being a Business Owner Speaker 3 Leslie Michael S. Miller Hello. I m introducing our third speaker. My name is Sarah Miller. I would like to introduce Ms. Leslie

More information

Sixth Federal Reserve District Directors

Sixth Federal Reserve District Directors Sixth Federal Reserve District Directors Federal Reserve Banks each have a board of nine directors. Directors provide economic information, have broad oversight responsibility for their bank s operations,

More information

Election Notice. Upcoming FINRA Board of Governors Election. April 27, Petitions for Candidacy Due: June 11, 2015.

Election Notice. Upcoming FINRA Board of Governors Election. April 27, Petitions for Candidacy Due: June 11, 2015. Election Notice Upcoming FINRA Board of Governors Election Petitions for Candidacy Due: June 11, 2015 April 27, 2015 Suggested Routing Executive Representatives Senior Management Executive Summary The

More information

M E M O R A N D U M. Tampa Connection Class and Board Members. Brian Holliday, Erin McKenny, Rick Garrett, and Amanda Edwards

M E M O R A N D U M. Tampa Connection Class and Board Members. Brian Holliday, Erin McKenny, Rick Garrett, and Amanda Edwards M E M O R A N D U M TO: FROM: Tampa Connection Class and Board Members Brian Holliday, Erin McKenny, Rick Garrett, and Amanda Edwards DATE: February 17, 2016 SUBJECT: Government Breakfast Program On Tuesday,

More information

CREATING OPPORTUNITY FOR FOREIGN INVESTMENT

CREATING OPPORTUNITY FOR FOREIGN INVESTMENT CREATING OPPORTUNITY FOR FOREIGN INVESTMENT table of contents CREATING OPPORTUNITY FOR FOREIGN INVESTMENT 3 5 7 9 13 ABOUT US OUR TEAM OUR PARTNERS EB-5 EXPERIENCE COMPLETED PROJECTS 20 CONTACT US 22 CURRENT

More information

Health Care Expert Panel Bios

Health Care Expert Panel Bios Health Care Expert Panel Bios Norman C. Mosrie (Chair) Norman is a partner with DHG Healthcare in the Charleston, WV office. His over 30 years of experience includes providing a wide variety of audit and

More information

Mark W. Schneider. Practice Areas. Overview

Mark W. Schneider. Practice Areas. Overview Shareholder Co-Chair, Traditional Labor Law Practice Group 1300 IDS Center 80 South 8th Street Minneapolis, MN 55402 main: (612) 630-1000 direct: (612) 313-7634 fax: (612) 630-9626 mschneider@littler.com

More information

Pursuant to our consulting engagement letter dated June 21, 2010, we are providing our conclusions for the month of December, 2018.

Pursuant to our consulting engagement letter dated June 21, 2010, we are providing our conclusions for the month of December, 2018. CBIZ MHM,LLC 1675 N. Military Trail, Fifth Floor Boca Raton, FL 33486 Ph: 561.994.5050 F: 561.241.0071 www.cbizsouthflorida.com January 15, 2019 Michael Moecker and Associates, Inc. 1883 Marina Mile Blvd.,

More information

The Park Bay Group at Morgan Stanley Smith Barney

The Park Bay Group at Morgan Stanley Smith Barney The Park Bay Group at Morgan Stanley Smith Barney We provide comprehensive wealth management advice and help connect all the pieces of your financial life. 2/MORGAN STANLEY SMITH BARNEY Our Mission Through

More information

Retired President and Chief Executive Officer, The Conference Board, Inc.

Retired President and Chief Executive Officer, The Conference Board, Inc. Board of Directors Guardian: www.guardianlife.com/about-guardian JOHN J. BRENNAN Chairman Emeritus, Vanguard Director, LPL Financial Chairman, Board of Governors, Financial Industry Regulatory Authority

More information

THE CANADIAN BOARD Chair of the Board: Carmen Abela, CIA, CCSA. Senior Vice Chair: Jeff Erdman, CIA

THE CANADIAN BOARD Chair of the Board: Carmen Abela, CIA, CCSA. Senior Vice Chair: Jeff Erdman, CIA THE CANADIAN BOARD 2015-2016 Chair of the Board: Carmen Abela, CIA, CCSA Carmen was elected Chairman of the Board for IIA Canada in September 2014. In this capacity, she plays a leadership role in setting

More information

9200 Indian Creek Parkway Building 9 Suite 600 Overland Park, Kansas ADV PART II B

9200 Indian Creek Parkway Building 9 Suite 600 Overland Park, Kansas ADV PART II B 9200 Indian Creek Parkway Building 9 Suite 600 Overland Park, Kansas 66210 913-451-2254 ADV PART II B This brochure supplement contains information about the members named on this page. You have received

More information

The Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan

The Bush Natishan Group at Morgan Stanley. Ellen Q. Bush & Karen B. Natishan The Bush Natishan Group at Morgan Stanley Ellen Q. Bush & Karen B. Natishan 111 North Washington Ave. Suite 201, Scranton, PA 18503 570-819-8010 / MAIN 570-822-2303 / FAX http://fa.morganstanley.com/thebushnatishangroup

More information

The Malkin Group at Morgan Stanley

The Malkin Group at Morgan Stanley The Malkin Group at Morgan Stanley Morgan Stanley 399 PARK AVE 12TH FL, NEW YORK, NY 10022 212-893-6530 / MAIN 347-438-2919 / FAX www.morganstanley.com/fa/ themalkingroup As the financial world becomes

More information

FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES THE BILTMORE HOTEL 1200 ANASTASIA AVENUE CORAL GABLES, FL JULY 14, 2005

FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES THE BILTMORE HOTEL 1200 ANASTASIA AVENUE CORAL GABLES, FL JULY 14, 2005 STATE OF FLORIDA DEPARTMENT OF BUSINESS AND PROFESSIONAL REGULATION FLORIDA CONSTRUCTION INDUSTRY LICENSING BOARD FINAL ACTION MINUTES THE BILTMORE HOTEL 1200 ANASTASIA AVENUE CORAL GABLES, FL 33134-6339

More information

The Haas-Compass Group at Morgan Stanley. Innovative Wealth Management and Financial Planning

The Haas-Compass Group at Morgan Stanley. Innovative Wealth Management and Financial Planning The Haas-Compass Group at Morgan Stanley Innovative Wealth Management and Financial Planning 31099 Chagrin Boulevard 3rd Floor, Pepper Pike, OH 44124 216-390-4900 / MAIN 800-892-6126 / TOLL-FREE 216-360-4990

More information

SPONSORED BY WORLD GOLD TRUST SERVICES, LLC

SPONSORED BY WORLD GOLD TRUST SERVICES, LLC UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event

More information

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor

Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor Philip F. Morrissey Portfolio Manager Senior Vice President Financial Advisor 19495 BISCAYNE BLVD. PENTHOUSE AVENTURA, FL 33180 305-466-4807 / MAIN 800-736-4554 / TOLL-FREE 305-937-7136 / FAX Philip.Morrissey@morganstanleysmithbarney.com

More information

Board of Directors & Committee Members. Democratically Elected. All Volunteer.

Board of Directors & Committee Members. Democratically Elected. All Volunteer. 2018-19 Board of Directors & Committee Members Dan Merenda Dan Merenda is President of the Council of Community Services, and has experience in strategic planning, data analysis, education policy, community

More information

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students

WHO WE SERVE. Regulators Business and Law Schools. Executives and Staff Job Seekers & Students RCA MISSION Protect investors and financial markets as the exclusive authority for compliance education, training, accreditation, certification, skills assessment, and employee development. 1 WHO WE SERVE

More information