UACPA 2020 Annual Awards

e t a r b Cele 2020

Annual Awards 1

How to Host Your Awards Watch Party This year’s celebration is unlike any other.

Here is how you can make it an evening to remember.

Set the tone: Decorate and dress up for the big event or keep it simple. It can be over the top or basic. It’s your party.

Prepare: Order dinner and dessert. Plan a surprise for your guest and place it under their chair. Have a gift bag for your guests.

Optional: Do a drawing with your guests name for a prize and/ or provide them with a swag bag. If you don’t have time to go shopping, stuff a gift bag with items from your pantry.

Tips: The video is only 30 minutes, so you can extend the event with a game of cornhole or “truth or dare” to round out the evening.

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2020 Annual Awards Program The link to the video program will be available on Thursday, Sept. 24 at uacpa.org Welcome Susan Speirs, CPA UACPA CEO

Centennial Celebration Jay Neiderhauser, CPA UACPA President

Special Message Barry Melancon, CPA President and CEO of the AICPA

Awards Presentation Monica Gardner, CPA UACPA Immediate Past President

Find more awards content at facebook.com/UtahAssociationofCPAs 3

2020 Award Winners Women to Watch: Emerging Leader Kandice Lambert, CPA Kandice is a Corporate Controller, Senior Director at Lucid Software Inc. Prior to Lucid, Kandice worked in public accounting where she realized her passion was building out accounting operations and infrastructure. Kandice graduated from the UACPA’s 2015 Leadership Academy and has enjoyed mentoring up-and-coming CPAs at the University of Utah. She received the UACPA Rising Star Award in 2010.

Women to Watch: Emerging Leader Amanda Barrett-Brough, CPA Amanda joined Squire in 2005 after receiving a Bachelor of Science from Utah Valley University and a Master of Accountancy from the University of Utah. She serves as Squire’s audit practice area leader and works primarily in assurance services.

She leads Squire’s Professional Services Industry group as well as the firm’s Women Improving Professionally group. Amanda is a 2016 AICPA Leadership Academy graduate and has worked with the AICPA Women’s Initiatives Executive Committee (WIEC) to help them create women initiative resources for the CPA firms.

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Women to Watch: Experienced Leader Mary B. Pearson, CPA Mary is the Dean of the School of Business at Southern Utah University. She earned her bachelors in accounting and a masters of accounting from Southern Utah University and her Ph.D. in business administration from Northcentral University. Mary taught internationally at two of SUU’s partner schools in Austria for 11 years. Mary also has her own financial firm in Cedar City and has served on boards for Iron County School District, Beaver County School District, and Cedar City Corporation and State Bank of Southern Utah.

She is currently the Chairwoman for the Cedar City Planning and Zoning Commission.

Rising Star Devron C. Johnson, CPA Devron is an Audit Senior Associate at Eide Bailly.

He graduated from Southern Utah University as the Valedictorian for the School of Business and was the recipient of t he 2019 Eide Bailly Utah Rising Star Award. He has worked with the UACPA’s Emerging Professionals Committee for two years.

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Outstanding Leadership Council Member Dustin Wood, CPA Dustin is an audit shareholder with Cook Martin Poulson, P.C. where he has worked for 15 years. In addition to serving as the Cache Valley Chapter and Leadership Council with the UACPA, Dustin serves on three nonprofit boards. He was born and raised in Cache Valley and graduated from Utah State University with a Master’s in accounting.

Outstanding Educator Michael D. Blackburn, J.D.,CPA Mike is a shareholder in the law firm of Blackburn & Stoll, LC where his practice focuses on estate and income tax planning, and issues affecting small businesses. He is a past president of the UACPA, has served five years on the AICPA Council and for eight years as a member of the Utah Board of Accountancy. He is a frequent instructor who has taught more than 1,300 professional development courses in 48 states over the last 30 years. He has won AICPA’s Outstanding Instructor Award. Since 2002, Mike has been an adjunct faculty member of the David Eccles School of Business at the University of Utah and is has been a professor of tax law for Westminster College since 2013.

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Outstanding CPA in Business & Management Daniel K. Greer, CPA Dan received his undergraduate and graduate degrees at the University of Utah’s David Eccles School of Business. After graduating in 1996, he spent the next 11 years with Tanner LLC and the next seven years as the CFO for a software development company. Dan is the director and controller for the Philantropies Department of the Church of Jesus Christ of Latter-day Saints.

Outstanding CPA in Public Practice Boyce W. Coombs, CPA Boyce was a partner of Caldwell, Coombs & Foley, LLP (since 1980) until the practice was sold in 2014 to Crossroads Accounting Professionals, PLLC. Boyce has served the UACPA as a Uintah Chapter President. He enjoys giving back to the community by serving on local governmental agencies board of directors and through many religious callings.

Outstanding CPA in Nonprofit & Government Christine B. Arthur, CPA Christine has served the nonprofit community for 36 years. She retired from Public Accounting in April 2020 and now offers consulting to nonprofits at Pathway Associates. She previously worked at Larson & Company PC., was the founding partner of Arthur & Jensen, LLC and a Director at CBIZ. She has chaired the Utah Nonprofits Association board and was a cofounder of the Nonprofit Academy of Excellence at the University of Utah.

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Lifetime Member Chesley H. Erickson, CPA, CGFM Chesley began his career with Touche Ross & Company as a staff accountant from 1994 to 1997 before joining Huber Erickson & Bowman, LLC as a Partner. He retired in 2019 after 23 years with the firm. He has been active with the UACPA and recently served as the chair as the UACPA PAC. Chesley served as president of the United Cerebral Palsey of Utah and Oakridge Country Club. He has been a financial consultant to several other non profits.

Lifetime Member Lynn A. Gilbert, CPA Lynn began working part time at his father’s CPA firm in 1983 while he was in college. He graduated from BYU with a MAcc in August 1985 and was licensed soon after. He spent 28 years at Gilbert & Stewart CPAs in Provo before serving as mission president in Korea for the Church of Jesus Christ of Latter Day Saints. He has purchased a business with his wife and son in 2019 and has enjoyed “the change to the other side of the desk.”

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Distinguished Service Weslee Anne Klein, CPA Weslee served as president of the UACPA in 2001 and continues to volunteer with Leadership Council. She greatly enjoyed her time in the accounting profession. She loved working with clients both the difficult and the pleasurable. Working with her fellow CPAs was a gift; interacting with people who love the puzzle and challenge of finding the best answer was a dream. She had mentors from staff, managers, administration, and partners. She gives them the credit for what ever success she has been able to achieve.

Jeannie Patton Lifetime Service Award Lynne N. Ward, CPA Lynne served as the Executive Director of my529 for 15 years. She previously served as Gov. Walker’s deputy chief of staff and Gov. Leavitt’s director of the Governor’s Office of Planning and Budget. She is currently a board director of Merit Medical, Inc., and a member of the Investment Advisory Committee at the University of Utah, the Utah Chapter National Association of Corporate Directors and the Walker Institute of Politics and Public Service.

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100% Member Firms The UACPA honors the firms and businesses with 10 or more full-time CPAs who are members of the Association CBIZ MHM, LLC

Haynie & Company

Squire & Company, PC

Cook Martin Poulson, P.C.

Hinton Burdick

BKD

Jones Simkins LLC

Tanner LLC

PricewaterhouseCooper

LDS Church Auditing Department

Davis & Bott Certified Public Accountants, L.C. Eide Bailly LLP

Savage Esplin & Radmall, PC

Outstanding Student Award Winner These individuals were honored last spring at their respective schools during their end-of-year ceremonies and celebrations Mary Ann Russell Brigham Young University

Tyler Popp University of Utah

Shari Backus Weber State University

Paula Szugye Dixie State University

Jessica Peters Utah State University

Elena Peden Westminster College

Russell Christensen Southern Utah University

Holly Anderson Utah Valley University

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Oath of a CPA I do solemnly swear that I freely and voluntarily assume the responsibilities and obligations of a Certified Public Accountant, that I support the laws and regulations, and will perform my professional duties to the best of my ability, in an ethical and professional manner.

As a CPA, I will uphold the honor and dignity of the accounting profession and will serve with integrity, objectivity and competence.

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THE SEQUEL TO #UACPA100 GOLF TOURNAMENT MOVIE NIGHT LIVE CHAPTER MEETINGS CENTENNIAL GALA REDUX LIVE EVENTS WATCH FOR DETAILS

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