UA-122487387-1

The Association of Certified Fraud Examiners (ACFE), the world’s largest anti-fraud organization and leading provider of anti-fraud training and education, is pleased to award Richard C. Heldwein, of Ojai, CA the globally preferred Certified Fraud Examiner (CFE) credential. In order to become a CFE, Mr. Heldwein has met a stringent set of criteria and passed a rigorous exam administered by the ACFE. Mr. Heldwein has successfully met the ACFE’s character, experience and education requirements for the CFE credential, and has demonstrated knowledge in four areas critical to the fight against fraud: Fraudulent Financial Transactions, Fraud Prevention and Deterrence, Legal Elements of Fraud and Fraud Investigation. Mr. Heldwein joins the ranks of business and government professionals worldwide who have also earned the CFE certification. Mr. Heldwein is currently a Partner with Soares, Sandall, Bernacchi & Petrovich, LLP CPAs in Oxnard, CA. CFEs have the ability to: examine data and records to detect and trace fraudulent transactions; interview suspects to obtain information and confessions; write investigation reports; advise clients as to their findings; testify at trial; understand the law as it relates to fraud and fraud investigations; and identify the underlying factors that motivate individuals to commit fraud. CFEs on six continents have investigated more than 1 million suspected cases of civil and criminal fraud. About the ACFE The ACFE is the world’s largest anti-fraud organization and premier provider of anti-fraud training and education. Together with nearly 80,000 members, the ACFE is reducing business fraud worldwide and inspiring public confidence in the integrity and objectivity within the profession. Identified as “the premier financial sleuthing organization” by The Wall Street Journal, the ACFE has captured national and international media attention. For more information about the ACFE visit ACFE.com." target="_blank">Rick Heldwein Earns CFE Credential

The Association of Certified Fraud Examiners (ACFE), the world’s largest anti-fraud organization and leading provider of anti-fraud training and education, is pleased to award Richard [...]

By |2019-02-08T23:19:32+00:00January 27th, 2017|CICPAC, Member News|

CliftonLarsonAllen LLP (CLA). The GALLINA team is enthusiastic about combining practices with CLA. “By joining CLA, we have an ability to better serve our clients by bringing them a greater depth of service offerings through more robust resources,” says GALLINA Managing Partner Larry Taylor. He continues, “This will also provide exceptional growth and expanded career opportunities for our team members in tax, audit, and consulting.” For nearly 45 years, GALLINA has served organizations both large and small. Under the terms of the agreement, GALLINA will assume the CLA name, and Larry Taylor, managing partner of GALLINA, will actively serve on the CLA leadership team as chief practice officer. GALLINA plans to continue its Sacramento region office move of its Rancho Cordova office, located at 2870 Gold Tailings Court, to GALLINA’s Roseville office at 925 Highland Pointe Drive. “I am confident the clients we serve will value the expanded seamless integrated capabilities our combined firms offer,” says GALLINA Regional Managing Partner Teresa Arrighi, who will join CLA’s construction and real estate executive team. As one of the nation’s leading professional services firms, CLA has retained the agility to serve clients of all sizes and locations, while at the same time bringing an unparalleled depth of capabilities, all in one place. We believe that industry specialization goes beyond having a concentration of clients in a given area. It means we build teams who understand the strategic, operational, and regulatory issues that affect the people in the industries we serve. “Now as one professional services firm, our clients — contractors in particular — will experience a comprehensive and robust platform able to meet all of their needs,” says CLA incoming Managing Principal of Construction and Real Estate Jill Bosco. GALLINA and CLA will double their expertise in the construction and real estate arena, and strengthen capabilities in agribusiness, manufacturing and distribution, and the many other industries that make up the private sector. “CLA completely aligns with the long history of high valued service that GALLINA has brought to its clients over its long history. Bringing the firms together will provide the additional services we did not previously offer internally,” says GALLINA Executive Team Partner Reed Matthews. Clients want to be confident that when they need help — personally or professionally, today or in the future — CLA will bring relevant capabilities. To answer that need, CLA builds its diverse team to deliver an ever-broadening spectrum of wealth advisory, outsourcing, and public accounting capabilities. “There is tremendous synergy between the GALLINA and CLA teams,” says CLA CEO Denny Schleper. “Together, we remain committed to serving privately held businesses and their owners with deep industry knowledge, striving to offer integrated capabilities that exceed our clients’ expectations. When we do this, we deliver on our CLA Promise — and, as our clients’ needs move and change, our team is right beside them, helping at every step.” GALLINA’s team of 300+ will continue to serve clients locally and nationally from their locations in California, Nevada, Utah, and Washington.

ABOUT GALLINA

GALLINA is a full-service firm with industry specialization in construction, real estate, agribusiness, manufacturing and distribution, government, and nonprofit in addition to offering services to a broad range of other businesses and individuals. Headquartered in Roseville, the firm has been opening doors to success for their clients since 1972. GALLINA has grown to a solid team of 52 partners and over 300 staff members who have a wide range of experience in accounting, auditing, tax planning, succession planning, claims consulting, and business management consulting. GALLINA serves its clients through its California offices in Newport Beach, Novato, Ontario, Rancho Cordova, Roseville, San Bruno, San Jose, and Walnut Creek; its Nevada offices in Las Vegas and Reno; its Utah office in Salt Lake City; and its Washington office in Bellevue. The firm’s general client base spans the Western Regional states, but specialty services are provided to businesses throughout the entire United States and worldwide.

About CLA

CLA is a professional services firm delivering integrated wealth advisory, outsourcing, and public accounting capabilities to help clients succeed professionally and personally. Our team members are immersed in the industries they serve and have specialized knowledge of their operating and regulatory environments. With more than 4,500 people, more than 100 U.S. locations, and a global affiliation, we bring a wide array of solutions to help clients in all markets, foreign and domestic. For more information, visit CLAconnect.com. Investment advisory services are offered through CliftonLarsonAllen Wealth Advisors, LLC, an SEC-registered investment advisor." target="_blank">GALLINA Joins CliftonLarsonAllen (CLA)

Sacramento — January 1, 2017 — GALLINA LLP, nationally recognized by Accounting Today and ranked among the top 10 firms in the Western United States, has [...]

By |2019-02-08T22:57:45+00:00January 5th, 2017|CICPAC, Member News|

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|
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