Registration is Open: 2017 CICPAC Annual Conference

May 23, 2017

It’s time to register to attend the 2017 CICPAC Annual Conference. The education committee has put together an amazing group of individuals and topics for your firm partners and staff. Below is a list of session topics and presenters, a link to register and to download our conference brochure. We hope to see you in Chicago on July 19-21, 2017.

Session topics and Speakers include:

 

  • KPIs the Drive Best Practices – Steve Boughton, FMI, Inc.
  • Construction Tax Review and Update – Jim Lundy, Marcum LLP
  • Markets He Wrote: Looking for Clues into the Economy’s Direction – Anirban Basu, Sage Policy Group
  • CPA Malpractice – Are You at Risk Going Forward – Bill Eskin, WIE, Inc.
  • Revenue Recognition Revisited – John Armour, Armour Consulting
  • Latest on Employment and the Changing World – Julie Pace, Cavanagh Law Firm
  • Setting Cyber Priorities: The Most Important Questions About Cybersecurity – James Crifasi, Red Zone Technologies LLC and Linn F. Freedman, Robinson + Cole

 

LUTZ and McDermott & Miller Join Forces

May 11, 2017

Nebraska – May 1, 2017 – Effective immediately, selected offices of accounting firm McDermott & Miller will be joining forces with CICPAC member firm, Lutz. The combined firm will retain the Lutz name.

The McDermott & Miller offices located in Hastings, Grand Island and Omaha, along with their eight shareholders and over 40 personnel, will be joining the Lutz team. McDermott & Miller professionals will strengthen Lutz’s commitment to the agriculture industry as well as bring additional non-profit and tax resources.

McDermott & Miller is the leading CPA firm in Central Nebraska serving clients throughout the state. The addition of their offices will provide Lutz an expanded presence in a number of Nebraska’s largest communities.

Please be assured that, first and foremost, the firm’s top priority is to continue to provide our client’s with consistent, high-quality service and support. It is anticipated that no major impact to clients as a result of this transaction, other than expanded geographic locations of Lutz offices and added resources.

To learn more about the transaction, visit www.lutz.us/FAQ.

About LUTZ

Since its founding in 1980, Lutz has grown to be Nebraska’s largest locally owned CPA firm with locations in Omaha and Lincoln. Lutz offers a full range of business solutions including Accounting, Technology, Mergers & Acquisitions, Talent and Wealth Management/Financial Planning.

About McDermott & Miller

Established in 1973, McDermott & Miller is the leading CPA firm in Central Nebraska offering traditional areas of accounting and taxation along with various other specialty offerings. The current offices located in Hastings, Grand Island and Omaha will join Lutz on May 1, 2017, under the Lutz name. The Hastings and Grand Island offices will remain in their current location and the Omaha office will join the Lutz location after May 1, 2017.

The Kearney office of McDermott & Miller will not be part of the transaction as their shareholder group has chosen to stay independent and will operate under a new firm name.

 

Rick Heldwein Earns CFE Credential

January 27, 2017

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.

GALLINA Joins CliftonLarsonAllen (CLA)

January 5, 2017

Sacramento — January 1, 2017 — GALLINA LLP, nationally recognized by Accounting Today and ranked among the top 10 firms in the Western United States, has joined national professional services firm 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.

Sacramento Region Merger Announced

October 20, 2016

ROSEVILLE, CA (September 27, 2016): GALLINA LLP announces the merger of their Sacramento Region offices. Effective December 1, 2016, its Rancho Cordova, California office will be closed and move to the firm headquarters in Roseville, California. This adds 45 high level professional jobs to the City of Roseville and Placer County.

Managing Partner, Larry Taylor, shares “we’re excited to bring our local team members together under one roof.” He continues “this will bring more opportunities for our staff to grow in specialized industries and allow for greater synergy.”

Since moving their headquarters in December 2008, GALLINA has continued to add more space including a large expansion in December 2013. GALLINA currently controls an entire floor and as part of this merger is expanding another 9,500 square feet within 925 Highland Pointe Drive.

“Beyond using more local real estate, we’re excited to support the City of Roseville’s efforts for economic development” shares Taylor. “Roseville is a great place to work and do business with many attractive amenities for our team members.”

GALLINA’s Rancho Cordova office at 2870 Gold Tailings Court plans to move to their Roseville headquarters at 925 Highland Pointe Drive, Suite 450. There are no plans to eliminate positions as a result of the office merger.

GALLINA Partner Awarded Fellowship in Specialized ERISA Audit Practice

September 21, 2016

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.”

LGC+D, LLP Joins Citrin Cooperman

September 14, 2016

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 60 firm members, including partners, professionals, and support staff joined the firm, recently ranked the 21st largest accounting firm in the United States. This marks Citrin Cooperman’s third new office in the New England region for the year.

“We are thrilled that LGC+D is joining Citrin Cooperman,” said Joel Cooperman, Citrin Cooperman’s CEO. “The addition of their dynamic, experienced team aligns well with our goal of continuing to focus our expansion with geographic markets stretching from Metro D.C. to Boston, and the increased skills that enhance value to our clients. The professionals at LGC+D offer the same holistic approach to clients as we do and understand how critical it is to stay rooted in their clients business and community through local involvement and hands-on attention.”

By joining with Citrin Cooperman, LGC+D will continue to deliver a full suite of accounting, tax, and business consulting services in a timely manner while maintaining the same high-quality standards expected by their clients. In addition, the expanded capabilities and resources will allow the Providence office to increase the menu of services and offer more support and guidance to clients in this community.

“Our clients and our people are our top priority,” said Richard DeRienzo, managing partner of LGC+D. “By joining Citrin Cooperman, our clients gain access to additional resources, services, and depth of experience over an expanded footprint. We’re excited to join a firm that shares our same values towards client service and investment in our professionals.”

For over 50 years, LGC+D has been providing their clients with audit, tax, and accounting services. The firm specializes in the commercial and industrial products, construction, not-for-profit, government, healthcare, and real estate industries. LGC+D advises public- and privately-owned companies, both domestic and internationally based. They are well known in the Providence area for their community involvement, in addition to their “Women Count” initiative focused on advancing women in the workplace.

Joseph Tarasco, founder and CEO of Accountants Advisory Group, LLC, consulted and assisted in brokering the deal between Citrin Cooperman and LGC+D. Through his firm, Joe assists the leaders of today’s public accounting firms in structuring and managing their practices to increase profitability, maximize value, and achieve long-term success.

About Citrin Cooperman:

 

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.

Six CICPAC Marketing Professionals Named to AAM Board of Directors

May 4, 2016

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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 are also taking leadership roles in the accounting marketing industry.

Today’s press release from the Association for Accounting Marketing (see below) shared the following CICPAC board members latest appointments for 2016-2017. Congratulations to our member firms and their marketing professionals for reaching new heights!

  • Laura Snyder, senior manager, Crowe Horwath (Brentwood, TN), named President-Elect
  • Sara Robertson, director of marketing, GBQ Partners LLC (Columbus, OH), named to the Executive Committee as Treasurer
  • Mitch Reno, director of client experience, Rehmann (Grand Rapids, MI), named a member-at-large
  • Melissa Brogan, marketing director, Barnes Dennig (Cincinnati, Ohio), named a member-at-large
  • Chuck Ludmer, chief marketing officer, Cohn Reznick (Hartford, CT and Springfield, MA), named a member-at-large
  • Cheryl Bascomb, director of marketing and business development, BerryDunn (Boston, MA / Manchester, NH and Portland, ME), named a member-at-large

 

To learn more, read the full press release below:


 

 

Official Press Release from AAM

Contact: Lauren Clemmer, Executive Director, AAM

Phone: 443-640-1061   |   E-mail: 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.

 

New Partner at GALLINA (Salt Lake City, UT)

March 24, 2016

James Guthrie - Gallina CPAsROSEVILLE, 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, 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.”

25th Anniversary Logo Unveiled

March 10, 2016

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Can you believe our Annual Conference is celebrating 25 years this Summer? We can’t either.

Save the dates: July 20 – 22, 2016 at the Embassy Suites LakeFront in Chicago!

CICPAC is happy to unveil the 25th Annual Conference Anniversary Logo and sends thanks to Michelle Class of Marketing with Class for assisting in developing the logo.