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News from Your Accounting Association

CPAmerica Advantage Events and Webinars: CPAmerica's schedule for 2017 is a dynamic one

Now that tax season is in the rear-view mirror, members can stop and proactively take a look at the road ahead and their member offer i ngs from CPAmerica in order to map out their plan for the rest of 2017. The account ing journey to improving your fi r m begins w it h training. CPA mer ica is hosting events and webinars to help make that happen. Th is mont h’s issue of Adva nt age i nc lude s ou r insert page. In it is listed the schedule for this year’s events

May 2017 CPAmerica teams with Habitat P. 2

and meetings, as well as all of our webinars.

Member News P. 3 Member Services article P. 4

Events and Meetings More and more, we live in an online world. This is usually the method we employ when dealing with clients or peers. But the reality is that personal interactions are still the best way to establish purposeful relationships. CPAmerica is offering a long list of events designed to enhance member connections and to present industryleading speakers. Take some time and peruse the events and meetings page - there you will see a strong representation of topics and locations. Regional meetings for CPAmerica partners from each section of the country are being presented, along with an assortment of more than 30 respected speakers presenting at meetings specially designed for our members. This year’s events

It's easy (and there's still time) - May A&A staff level I, II & III training in Atlanta.

Chuck Manganiello, CPA, from AuditSense will lead CPAmerica's A&A staff level I, II & III training on May 17-19 at the offices of member firm Frazier & Deeter, LLC, in Atlanta. To register or for more information, go to: Staff will learn skills that will better your firm and their career path. Attendees can attend one, two or all three days of training.

See Events and Webinars, continued on page 2

CPAmerica presents the 2017 AICPA Firm Association & Network Program to our members CPAmerica, in our efforts to help our association’s members to continually improve, has renewed its partnership with the AICPA in order to provide our association’s firms with deep discounts to AICPA events and training. This is quite a significant offer – CPAmerica members are eligible for a 20 percent discount on training content, online courses, publications, and webcasts. The benefits go up to 25 percent on licensing and all members participating will also receive a 15 percent discount on registration for AICPA live conferences, such

as AICPA’s ENGAGE 2017, this year taking place on June 12-15 in Las Vegas, Nevada. AICPA Vice President - Member Learning and Competency, Clar Rosso, said about the offerings, “We are committed to helping CPAs and their firms stay ahead of evolving issues and serving as a catalyst for their ongoing success. We look forward to working with CPAmerica to support their members with new opportunities for learning and development. “ Members can access the AICPA’s Preferred

Provider page on CPAmerica’s website: or visit the AICPA store at: http://www.aicpastore. com/ Discounts are for AICPA members and non-AICPA members. Simply use the promo code: CPAmerica17 (the expiration date for this code is April 17, 2018).

New Member Snapshot: Bolar Hirsch & Jennings LLP Bolar Hirsch & Jennings LLP


18101 Von Karman Avenue, Suite 1440 Irvine, California 92612 Tel: (949) 224-3300 | Fax: (949) 224-3399

Irvine, California

Bolar Hirsch & Jennings LLP

Daniel Bolar | Leading Partner, Founding Partner |

well-known not only for their high level of technical expertise in taxation, but also for delivering value in business and investment matters.

Bolar Hirsch & Jennings LLP is Orange County,

David Hirsch | Leading Partner, Founding Partner | Michael N. Jennings | Partner, Founding Partner | Deborah C. Bolar | Partner | Christopher Bellew | Partner |

possible tax results in light of the business and investment objectives of their clients. A primary can suggest strategies to increase their after-tax cash

David A. Thomas | Partner | Terri Rasmussen | Firm Administrator |

quality of tax preparation and compliance services that incorporate their planning and transactional work.

Terri Rasmussen | HR Director | James Grace | IT Network Administrator |

CPAmerica joined with Habitat for Humanity to help build a better future for people in the community This April, nine CPAmerica staff volunteered with Habitat for Humanity (Habitat) to help build simple, decent, and affordable housing in Gainesville, Fla., for the third consecutive year. Habitat seeks to create a world where everyone has a decent place to live and CPAmerica was glad to help with this worthwhile 4. cause. 1. The CPAmerica crew (l. to r.) Tarena Stanley, Kaylen Saunders, Lisa Browne, Sarah Coulson, D'Yãn Davis, Dana Plotke, Grace Horvath and Oscar Molina 2. Tarena Stanley takes aim 3. Lisa Browne and Sarah Coulson have the situation covered 4. Dana Plotke has got an eye for detail 5. Colleen Gaddy and Grace Horvath have the floor 6. Kaylen Saunders attends a cabinet meeting 7. Oscar Molina and D'Yãn Davis chopping through red tape



Events and Webinars, continued from front


include: Marketing, A&A, Next Generation, Leading Partners, Firm Administrators, Tax, Technology, and International events. Other events include the Crowe Horwath Annual Meeting and our companion association’s main event, the CPAConnect Roundtable. For more information, refer to the insert or visit the CPAmerica website (www.cpamerica. org).



Side two of the attached insert features a complete listing of all 2017 CPAmerica webinars (and pertinent information). The entries have been color coded to distinguish between our A&A and Tax series.




Our webinars offer members the opportunity to examine current niche topics in-depth and from industry experts such as: Sean King of Align Global Consulting; Rich Daisley of Surgent CPE; and Howard Wagner, Sheldon Kay, James Dawson, Bruce Belman, William Ault, and Chris Hopkins of Crowe Horwath LLP. CPAmerica believes in helping our firms to continually improve and a major part of this are our events and webinars. For questions about events and meetings, contact Events Manager Lisa Browne at: lbrowne@ and for questions concerning webinars, contact Member Services Manager Colleen Gaddy at:

Member News

Monestime named CMO at Gray, Gray & Gray

Kelly Monestime has been named chief marketing officer at , headquartered in Canton, Mass. Monestime joined GG&G in 2004, and previously served as the firm’s director of marketing. "Kelly Monestime has played a significant role in the growth of our firm over the past decade,” said Joe Ciccarello, CPA, MST, managing partner of GG&G. “Her leadership of our marketing and business development efforts has been exemplary, and she and her team have KELLY MONESTIME succeeded in creating a clearly defined brand for the firm." A graduate of Bryant University, Monestime has more than 20 years of marketing experience in the financial services industry. She serves on the Marketing Committee for the National Franchise Consultants + Accountants and is a member of the Association for Accounting Marketing, Massachusetts Society of Certified Public Accountants and CPAmerica International.

Hunter Group CPA Plucinsky honored by Fair Lawn

Maria C. Plucinsky, CPA, a director of Bergen County-based member firm , was honored as a “Trailblazing Woman in Labor and Business” by the Fair Lawn Mayor and Council. The proclamation, presented at the March regular borough council meeting by Mayor John Cosgrove and fellow council members, celebrates Women’s History Month and represents the borough’s participation in the National Women’s History Project’s 2017 theme honoring trailblazing women in labor and business. Cosgrove recognized Plucinsky's many business and civic achievements, including rising to the position of owner in a leading northern New Jersey CPA firm, a profession that is, as Mr. Cosgrove suggests, “Still predominantly a maledominant environment.” In addition, he noted her nonprofit financial expertise, which has positively benefited the Fair Lawn Community Center as well as several other local nonprofit entities. “The firm is very proud of Maria and delighted to see this important recognition of her work,” said Hunter Group co-managing director Kevin Hansen, CPA. “She continues to serve as a key member of our management team as well as a mentor to the young staff and other emerging leaders in our profession,” Hansen states.

Certification and new hires for Coulter & Justus, P.C.

Knoxville, Tenn.-based member firm, , announced that Tatiana Chambers, CPA, senior manager in the Audit Department, recently received certification as a Certified Fraud Examiner (CFE) from the Association of Certified Fraud Examiners (ACFE). Chambers is a graduate of Carson Newman University, and has more than 12 years' experience in public accounting. She has been with the firm since 2006. The CFE credential denotes proven expertise in fraud prevention, detection and deterrence. The firm also announced new staff. Madison York, CPA, has joined C&J as a senior accountant in the Tax Department. York holds a bachelor’s in accounting and finance from the University of Tennessee-Knoxville. Elisabeth Goodson has joined C&J as a staff accountant in the Tax Department. Goodson holds a bachelor’s in economics from the College of Charleston and a master’s in accountancy from George Washington University. She recently relocated to Knoxville, Tenn. from Washington, D.C. Lucas Croxdale has joined C&J as an IT Administrator. Croxdale holds a bachelor’s in information technology from King University and he has four years' IT administrative experience.

WEC hosts inaugural 'Spirit Week' during tax season

Virginia member firm , held their firstever Spirit Week to boost morale during the thick of tax season. To facilitate the busiest time of the year, Spirit Week events included a Pajama Day, “punny” goodie bags for staff, and a Pi Day celebration complete with pizzas and pies. A BBQ lunch, a seminar on healthy eating, and a St. Patrick’s Day “Best Dressed in Green” contest rounded out the week. The firm also provided in-house massages twice weekly during tax season, hosted semi-regular happy hours, a mentor program, and flexible hours/scheduling, and shortened summer work weeks to promote a better work-life balance. "The stress of the March 15 deadline is not limited to just deadline day, nor does deadline day mark the end of busy season, so a Spirit Week seemed like a perfect fit," said Sarah Taylor, WEC employee engagement and recruiting manager.

DMJ announces Tax Department promotions

Greensboro, N.C.-based member firm , announced the promotion of tax professionals in the firm’s Greensboro, N.C. office. Eric S. Dutton, CPA, has been promoted to tax manager. Dutton joined DMJ in 2010 and has been in public accounting for more than nine years, including significant experience ERIC DUTTON handling complex tax, compliance, and accounting issues. In this role, he continues to be responsible for the tax and accounting needs of a diverse range of organizations, including large corporations, private sector, hospitality, manufacturing, and real estate. He earned a bachelor's in business administration at UNC-Greensboro and a master's in accounting at East Carolina University. David Mize, CPA, has been promoted to tax supervisor. Mize joined DMJ in 2016 with more than five years of experience in public accounting. Mize’s work extends to partnerships, corporations, individuals, and he DAVID MIZE is responsible for tax preparation, tax research, tax audit, general accounting, and related consulting services. He earned a bachelor's in business administration (accounting) from the University of Baltimore.

Cifone appointed chair for AAM's 2017 Social Media Committee

Tracey Cifone, director of marketing for member firm , has been appointed chair of the Association for Accounting Marketing 2017 Social Media Committee. The Association for Accounting Marketing (AAM) is the only association formed specifically to enhance the TRACEY CIFONE accounting marketing and practice growth profession through education, networking and thought leadership. AAM has more than 900 members, composed of marketing professionals, business developers, CPAs, consultants, service providers, educators and students.


From Member Services: Change can be a good thing For most of u s, spring is a time for renewal, growth and change. As you will see later this spring, change is coming to CPAmerica in the form of new association G RACE HORVAT H - management software, V ICE PRESIDENT OF a brand new website, S ERVICES a mobile app, and most importantly, an improved user experience for members. As if the mere idea of change is not daunting enough, evolv ing one’s technology platforms can be one of the most stressful projects any business can undertake. Our own discussion lists frequently feature threads on technology implementation where you can visualize the hair pulling and teeth gnashing of those involved. But with some preplanning, an unwavering focus on why the change is necessary, and the ability to manage expectations along the way, our excitement and enthusiasm is higher than ever! Without a doubt, these improvements will help staff work more efficiently and effectively, enhance the delivery of service, and increase member convenience and access to resources. We heard you on things like the difficulty of finding materials in the sharing library, the inability to search for other members’ expertise, and wanting easier access to see how your firm is utilizing the membership. The ultimate decision to make the shift in technology came about two years ago when trying (unsuccessfully) to create a set of member

CPAmerica's 2017 Regional Meetings: Northeast Regional Meeting

June 2 Lenox, Mass. Hotel: Cranwell Spa & Resort

engagement reports that would measure and quantify the value of membership. We already knew many of our systems were outdated and required a lot of duplication of effort, cutting and pasting, and manual work that was neither the best use of staffs’ time and abilities nor conducive to deeper analysis of our members’ needs. What we did not know was whether we would have the wherewithal to implement change of this magnitude. After much deliberation, we determined it would be best to move from our current sales-driven CRM to a software built specifically for member organizations. The timing of this change was ideal to coincide with a more userfriendly website and a comprehensive mobile app that performs beyond the “events-only” function of the previous version. The new software enables an integration of systems that allows for automation of tasks, increased data accuracy and reporting flexibility. From the simplest items (such as invoicing) to more complex tracking of historical participation, staff and members alike will find plenty of reasons to love the new tools. Firms can now assig n a “firm administrator” – a single person who will be able to manage the entire firm’s account on the website from one place. This means they can add and remove users; update firm and staff information; register multiple people for events in one place; and even see a dashboard of their firm's participation.

and policies) within the newly powered sharing library, and the app will make the website mobile-friendly so registering for events and using the member directory will be possible from smartphones and tablets. We are pleased to increase convenience while still maintaining restricted access to certain areas such as discussion lists and member-only content. This factor, combined with a sleek, new website design, allows the association to highlight to the public what distinguishes CPAmerica as a premier association, while still protecting exclusive member content. More often than not, it is true that people are resistant to change. Even in circumstances where faults and inefficiencies are blatant, people will live with them rather than go through the stress of change. As busy professionals, our ability to adapt to less-than-ideal circumstances can make it easy to avoid doing things differently or committing to significant evolution. However, “if it ain’t broke, don’t fix it” is not the language of a progressive organization. Here at CPAmerica, we not only ask ourselves how we can meet your needs, but also how we can better anticipate your needs. Mirroring the objective of membership, we are committed to continuous improvement that benefits you.

Members will enjoy being able to find documents of interest (such as proposals

104 N. Main St.

Central Mountain Regional Meeting (Western Region participation welcomed)

Gainesville, FL 32601 (352) 727-4070

July 14 Park City, Utah Hotel: Hyatt Centric Park City

Hotel cutoff date: May 10

Hotel cutoff date: June 23

Midwest Regional Meeting

Southeast Regional Meeting

July 28

August 25

Send feedback and member

Chicago, Ill. Hotel: The Westin O'Hare

Atlanta, Ga. Hotel: The Mandarin Oriental

Hotel cutoff date: July 6

Hotel cutoff date: August 3



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