crystal-e-gallinaROSEVILLE, CA: GALLINA’s EBP Practice Leader and Partner, Crystal Ekanayake, has been awarded Fellowship standing in the International Society of Certified Employee Benefit Specialists for a one-year period. Crystal earned this distinction by successfully completing a national employee benefits continuing education course/examination developed by the Wharton School of the University of Pennsylvania.  The Certified Employee Benefit Specialist (CEBS) designation is the most widely recognized and respected credentials and designations in the employee benefits and compensation field.  Ms. Ekanayake earned her CEBS designation in 2009 and has maintained continuous annual Fellowship standing. CEBS was established in 1977 through a partnership of the International Foundation of Employee Benefit Plans and the Wharton School of the University of Pennsylvania.  The International Foundation, the largest educational organization in the employee benefits field, is responsible for the overall administration of the program.  The Wharton School, one of the preeminent business schools in the United States, oversees academic content and standards. No other employee benefits or compensation program provides the opportunity to gain knowledge and insight through such a broad university-based curriculum. Crystal Ekanayake shares, “This is what makes GALLINA, and our practice group, very unique from others. We go beyond accounting and technical knowledge. We have passion for what we do.”" target="_blank">GALLINA Partner Awarded Fellowship in Specialized ERISA Audit Practice

ROSEVILLE, CA: GALLINA’s EBP Practice Leader and Partner, Crystal Ekanayake, has been awarded Fellowship standing in the International Society of Certified Employee Benefit Specialists for [...]

By |2019-02-08T22:59:38+00:00September 21st, 2016|CICPAC, Member News|

Citrin Cooperman is among the largest, nationally recognized, full-service CPA firms in the United States – currently ranked in the top 25. With over 800 employees and locations in Philadelphia, PA; New York, NY; White Plains, NY; Livingston, NJ; Norwalk, CT; Plainview, NY; Bethesda, MD; Braintree, MA; Woburn, MA; Ahmedabad, India; and Providence, RI. Citrin Cooperman has steadily built its business serving a diverse and loyal clientele since 1979. Our daily mission is to help our clients “focus on what counts.” We enhance the business and personal lives of our clients through our customized approach which includes offering a wide range of attest, assurance, tax, and business advisory services, including valuation and forensic services, across the globe. Citrin Cooperman has deep experience in a variety of industries, including entertainment, financial services, franchising, health care, private equity, real estate, and technology. Citrin Cooperman is an independent firm associated with Moore Stephens International Limited.[/vc_column_text][/vc_column][/vc_row]" target="_blank">LGC+D, LLP Joins Citrin Cooperman

PROVIDENCE, RI: (Sept. 7, 2016) – Citrin Cooperman announced today the joining of Providence, Rhode Island based firm, LGC+D, LLP (“LGC+D”). Effective September 1, LGC+D’s [...]

By |2019-02-08T23:00:50+00:00September 14th, 2016|CICPAC, Member News|

lauren@accountingmarketing.org

The Association for Accounting Marketing Announces 2016-2017 Board of Directors

Kristen Lewis Assumes Role as President

  New Orleans, LA (May 4, 2016) - The Association for Accounting Marketing announces its Board of Directors for the term beginning July 1. The association will be led by Kristen Lewis, director of marketing at EisnerAmper LLP, who assumes a one-year term as president. Joining Lewis on the executive committee are:
  • Laura Snyder, senior manager at Crowe Horwath, president-elect
  • Joe Kovacs, marketing director at Gelman, Rosenberg & Freedman, vice-president
  • Caren Rodriguez, director of marketing, DMJ & Co., PLLC, secretary
  • Sara Robertson, director of marketing, GBQ Partners LLC, treasurer
  • Jack Kolmansberger, chief marketing officer, HERBEIN + Co., immediate past president
  The officers are joined by eleven elected board members-at-large including:
  • Brian Swanson, founder/principal at Flashpoint Marketing
  • Susie Brown, marketing coordinator at Clayton McKervey, P.C.
  • Craig Browning, director of marketing, at KWC
  • Jen Lemanski, manager of practice growth, PKF Texas
  • Mitch Reno, director of client experience, Rehmann
  • Becca Davis, director of practice growth, Rea & Associates, Inc.
  • Bonnie Buol Ruszczyk, president, BBR Marketing
  • Melissa Brogan, marketing director, Barnes Dennig
  • Chuck Ludmer, chief marketing officer, Cohn Reznick, LLP
  • Cheryl Bascomb, director of marketing & business development, BerryDunn
  • Mark Koziel, vice president, AICPA
  The AAM Board of Directors guides the association through programs designed to assist accounting marketing and practice growth professionals, including meetings, webinars, and other educational events, to generate effective responses to the unique challenges of promoting and selling professional accounting services. The association also assists members by providing networking opportunities, benchmarking research data, and delivering career development guidance. # # #   About the Association for Accounting Marketing (AAM) The Association for Accounting Marketing (AAM) is formed specifically to enhance the accounting marketing and practice growth profession through education, networking and thought leadership. Founded in 1989, the association has more than 700 members, comprised of marketing professionals, business developers, CPAs, consultants, service providers, educators and students. AAM strives to help its members become more effective and valued practitioners and executive leaders. To learn more about AAM, please call 443-640-1061 or visit www.accountingmarketing.org.  " target="_blank">Six CICPAC Marketing Professionals Named to AAM Board of Directors

CICPAC is excited to recognize that not only are our accountants leading the largest construction-focused industry associations, but six CICPAC marketing professionals from member firms [...]

By |2019-02-08T23:03:17+00:00May 4th, 2016|CICPAC, Member News|

GALLINA LLP announces James Guthrie to the Utah Partner Group. James joins the team members in the Salt Lake City, Utah office effective Monday, March 14, 2016. His reputation for technical excellence and exceptional client satisfaction fits within GALLINA’s history of opening doors to our clients’ success. Partner-in-Charge of Utah, Derek Evans, shares that “James naturally fit into the culture of our office.” He continues by stating that “his connections and reputation as a top international tax services provider in Utah will help GALLINA grow nationally as we continue to provide world-class service to our clients.” With over 20 years of experience, James has many specialties such as international tax, and cross-border mergers and acquisitions. He most recently served as International Tax Director at Tanner LLC. James is a certified public accountant and a graduate from Brigham Young University with a Master of Accountancy degree. James comments “Over the course of my career, I have worked for large Big 4 firms, middle-tier firms and smaller local firms. As a growing Top 100 firm, GALLINA is large enough to meet the various technical needs of my clients, but do so with close personal attention and affordable fee structures.” He continues by sharing, “My existing professional relationship with Derek Evans, and the warm welcomes I have received from other GALLINA partners and employees, has confirmed that GALLINA was the right firm to join at this stage in my career.”" target="_blank">New Partner at GALLINA (Salt Lake City, UT)

ROSEVILLE, CA: GALLINA LLP announces James Guthrie to the Utah Partner Group. James joins the team members in the Salt Lake City, Utah office effective Monday, [...]

By |2019-02-08T23:03:57+00:00March 24th, 2016|CICPAC, Member News|

Rick Heldwein, a partner at Soares, Sandall, Bernacchi & Petrovich, LLP CPAs has taken the position of Chairman, for 2016/2017, of the Associated General Contractors of California (AGC-CA) for the Tri-Counties District.    " target="_blank">Rick Heldwein Accepts Chairman Position with AGC Tri-Counties District

Rick Heldwein, a partner at Soares, Sandall, Bernacchi & Petrovich, LLP CPAs has taken the position of Chairman, for 2016/2017, of the Associated General Contractors [...]

By |2019-02-25T17:04:09+00:00March 10th, 2016|CICPAC, Member News|

Bob Elder, Santora CPA Group (Newark, DE) On February 25th, Santora CPA Group presented a play in their local Opera House entitled "Black Jobs Matter, A Wilmington Experiment". The play was a culmination of an effort begun by the firm's Marketing Director with a letter to the editor of our local newspaper with a similar title. The purpose of the letter was to use the firm's influence to offer a solution to three socioeconomic problems that have plagued Wilmington and the state of Delaware. Those issues are first, the murder rate in Wilmington has earned it a national title of "The Murder Capital of The Country", and second, the absence of black fathers in the home has denied their children  a nurturing home life thereby contributing to the deficient scholastic performance of black children and the resulting poor state scholastic performance, and third the budget of both the state and Wilmington are functionally unbalanced due to the heavy welfare burden unmatched by tax revenue with 9,000 unemployed black men. The article's solution to these problems was to provide jobs for 9,000 unemployed black men. To do that it suggested that the city of Wilmington declare itself an Economic Enterprise Zone and offer major financial and other incentives to attract out of state businesses and existing businesses to avail themselves of these benefits so long as they provided jobs for 9,000 unemployed black men. Santora CPA Group had coincidentally been working with a black playwright who produces plays and films on the plight of the inner city black community. At the same time, the state's former Secretary of Economic Development read the article and asked to be introduced to the playwright. When the firm introduced the two, the former Secretary of Economic Development immediately offered to buy out the tickets at the local Opera House for one night if the playwright, Gregory Lloyd Morris, would write a play on this issue specifically for that night. The play opened to a sold out audience including 29 elected officials and many top business leaders who had helped to sponsor the play. It was introduced by the state's two Poets Laureate followed by a presentation from our Governor. It was a smashing success in delivering a powerful message. Santora CPA Group had begun this whole effort as part of its involvement with Associated Builders and Contractors, Inc. of Delaware in a program to hire ex-convicts to be trained in the trades and given good careers in construction. From its beginning this entire project was completed in three months. The response in the community for our firm has been terrific. They see that the firm has a public conscientiousness to take on socially responsible issues for the benefit of our community. Read what the Delaware Business Times wrote about the collaboration Additionally, the play "may have opened doors for a solution." - follow up article by the Delaware Business Times.[/vc_column_text][/vc_column][/vc_row]" target="_blank">Santora CPA Group Adds Life Onstage and Off

[vc_row][vc_column][vc_column_text]Submitted by Bob Elder, Santora CPA Group (Newark, DE) On February 25th, Santora CPA Group presented a play in their local Opera House entitled "Black [...]

By |2019-02-25T17:05:23+00:00March 4th, 2016|CICPAC, Member News|

EFA-logo-250x139 It has been an exciting few months for E.F. Alvarez & Company (Miami, Florida). The firm has been working closely with Cincinnati-based, Marketing with Class, to rebrand their firm and soon, launch their new website. As if the rebranding news hasn't kept them busy enough, we also heard that Emilio F. Alvarez has accepted an invitation to become an inaugural participant on the newly formed NASBP Certified Public Accountant Advisory Council." target="_blank">EFA Rebrands and Emilio Alvarez Lands on NASBP Advisory Council

It has been an exciting few months for E.F. Alvarez & Company (Miami, Florida). The firm has been working closely with Cincinnati-based, Marketing with Class, [...]

By |2019-02-25T17:07:05+00:00March 1st, 2016|CICPAC, Member News|

Elizabeth Dahlgren, Communications Coordinator, Practice Growth LGT-CPA-logoDALLAS, Texas - In celebration of Lane Gorman Trubitt, PLLC’s 65th anniversary, the firm’s employees headed out to Kyle Warren Park one sunny Thursday afternoon to eat, drink and play yard games. An intense Cornhole tournament went on with 20 teams competing for the championship. Cheers and gasps from colleagues on the sideline were heard until the final game between the Human Beans and the Bronies 4 Lyfe ended in a close match. The staff at LGT then took the rest of the long afternoon to relax and reflect on their company’s rich history, all their hard work and the time that has passed since its first day of business. “It is such an exciting time for our firm! So often turning 65 is associated with slowing down and retiring, but for us turning 65 means we’re really hitting our stride. We have a deep history rooted in our community, which happens to be one of the fastest growing cities in the nation.”—Lucas LaChance, Director of Practice Growth at LGT. In 1950, Jerry Lane formed the firm that would eventually become Lane Gorman Trubitt, LLP while Charles Schultz simultaneously created the first “Peanuts” cartoon strip and color TV made its debut. Since, LGT has continued serving the Dallas/Fort Worth area through many pivotal moments in history like the release of the Walkman, the collapsing of the Berlin Wall, the first personal computer’s purchase from IBM, the beginning of internet’s widespread use and so much more. All these affected local businesses and LGT was there to guide them through financial decisions. By 1995, LGT had begun to serve so many clients in construction that the company created the LGT Construction Group. More than 250 construction businesses in the Metroplex now have the support of this group of accountants and CPAs who are especially aware of the various challenges contractors face. This is just one example of the improvements LGT has made to their company over the past 65 years in order to advance their business. Since 1950, the firm has learned many things but the most important is knowing your client’s success is your success. Without trusting clients to produce genuine work for, the firm would not have met the level of success it has. “Thanks to our clients, LGT has become one of the largest single-location firms in the Southwest and is now ranked #14 among the Top Public Accounting Firms in North Texas. I’ve been with LGT for 28 years of its 65 years and to me, 65 means dependability. We are proud to serve our clients as their financial advisor and look forward to sharing future milestones with them all.”—Lee Ann Collins, Managing Partner at LGT." target="_blank">Celebrating 65 Years at LGT in Dallas, Texas

Submitted by Elizabeth Dahlgren, Communications Coordinator, Practice Growth DALLAS, Texas - In celebration of Lane Gorman Trubitt, PLLC’s 65th anniversary, the firm’s employees headed out [...]

By |2019-02-25T17:08:26+00:00March 1st, 2016|CICPAC, Member News|

Grassi and Co. (New York, NY) is excited to share updates on members of the Construction Practice Group:

" target="_blank">Grassi and Co. Construction Team News

Grassi and Co. (New York, NY) is excited to share updates on members of the Construction Practice Group: Steven Goldstein, CPA, PFS, Audit Partner, was [...]

By |2019-02-25T17:09:31+00:00February 25th, 2016|CICPAC, Member News|
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