Whitney Briggs, Tax Manager at Dixon Hughes Goodman LLP ... Participants Winter 13.pdf · Examiner and Certified Public Accountant with wide-ranging expertise in fraud investigations,

Whitney Briggs, Tax Manager at Dixon Hughes Goodman LLP, began her accounting career in 1999. Before coming to Dixon Hughes, she was with an international public accounting firm for 7 years. Her public accounting experience includes serving a variety of private companies, many with multi-state operations. Her industry experience includes wholesale, manufacturing, construction and real estate and dealerships.

Phone: (901)761-3000

Email: [email protected]

Address: 999 S. Shady Rove Rd, Suite 400Memphis, TN 38120

Sherry Brubaker, Manager at Rehmann, began public practice in 2004. She has technical expertise in attest services and employee benefit plan audits. Sherry specializes in closely-held companies and non-profit organizations. She graduated from Eastern Michigan University and enjoys spending time with her two daughters and husband, running, biking and camping.

Phone: (734)761-2005


Address: 555 Briarwood Circle Suite 300Ann Arbor, MI 48108

Ryan Vestal, Shareholder at Anderson ZurMuehlen & Co., P.C., has technical expertise in taxation of corporate and partnership entities. His industry specialties are Oil and Gas, Agriculture and Construction. Ryan has been practicing since 1995. He graduated from the University of Montana and enjoys golf and UM football.

Phone: (406)245-5136


Address: PO Box 204351601 Lewis Avenue, Suite 105Billings, MT 59104-0435

Class of 2013 Year 3 Emerging Leaders Conference Winter 2013

Renee Andrews-Tushinski, Tax Manager at Ostrow Reisin Berk & Abrams, Ltd., CPAs, specializes in Estates and Trusts, with over ten years of experience in Taxation. She began public practice in 1999 and has experience with Lasalle Bank and Grant Thornton LLP. Licensed in Illinois and Wisconsin, Renee graduated with honors from Ramapo College of New Jersey. In her free time, she enjoys playing golf and making jewelry.

Phone: (312)670-7444


Address: 455 N. Cityfront Plaza Dr., Suite 1500NBC TowerChicago, IL 60611-5313

Glen Birnbaum, Shareholder at Heinold-Banwart, Ltd., graduated from Bradley University and earned his CPA designation in 1999. Glen is the head of the consulting and business valuation department at the firm. In addition, Glen provides accounting and tax advisory services for a variety of entities. As the youngest shareholder of the firm (since 2006), Glen is also the shareholder who leads the firm's campus recruiting efforts.

Phone: (309)694-4251


Address: 2400 North Main StreetEast Peoria, IL 61611

Carl Cadregari, EVP at The Bonadio Group, also serves as the ERM IT/IS Practice Lead and CISO at one of the area's largest insurance companies. Carl has more than 28 years of experience in Information Technology and Information Systems Security and Architecture, Security by Design, and Governance. Carl has written multiple articles on technology and information security including topics such as: The CIA Triad, Ethical Hacking, Document Retention, Cloud Computing and Data Breach Avoidance.

Phone: (585)249-2779


Address: 171 Sully's Trail, Suite 201Pittsford, NY 14534


Craig Cameron, Principal at Kahn, Litwin, Renza & Co., Ltd., is also the acting CFO. Prior to this he was the Director of Budgeting and Forecasting at BearingPoint, Inc, formerly one of the world's largest publicly traded Professional Service IT consulting firms heading up the global budget and forecast functions. Craig also served as Corporate Controller and CAO of several mid and small sized publicly traded companies. Craig holds a Masters Degree in accounting. He started his public accounting career with KPMG followed by another year as a manager with Ernst & Young. In his free time, he enjoys photography, woodworking, history, baseball and golf.

Phone: (401)274-2001


Address: 951 North Main St.Providence, RI 02904-2728

Steven Coleman, CPA at HBE Becker Meyer Love, LLP, has technical expertise in assurance and tax. His industry specialties include governmental and nonprofit accounting and auditing, construction, general individual, partnership and corporation taxation. He began public practice in 2008. Steven served as the Loaned Executive for United Way in 2011 and 2010. He graduated from the University of Nebraska and enjoys many types of sports.

Phone: (402)423-4343


Address: PO Box 231107140 Stephanie LaneLincoln, NE 68542-3110

Laura DaLomba, Principal at Kahn, Litwin, Renza & Co., Ltd., received her B.S. in Accounting from the University of South Florida and her Master of Science in Taxation from Bryant University. Laura joined the firm in 2005. She has extensive knowledge of tax advisory services to companies in the hotel, restaurants and other hospitality-related industries. Laura is a vice president and board member for the Newport County Chamber of Commerce. She is also a board member for the RI Society of CPAs and serves on the Federal and State Taxation Committee. Laura donates her time to Child & Family Services of Newport County as a board member and Finance Committee Chairwoman and Treasurer.

Phone: (401)274-2001




Stephanie Drane, Principal at Jones Hall Advisors, brings years of experience and expertise to her clients, as a former CFO and business owner. Stephanie works with clients in numerous industries, including construction, wholesale/distribution, service, and restaurant/retail. Her expertise in accounting & auditing, fraud, information systems, and business consulting allow her to offer a variety of services to her clients. She graduated from Villa Julie College and has been in public practice since 1993. Stephanie enjoys gardening, scrapbooking, and golf.

Phone: (410)321-0206


Address: 521 East Joppa Road, Suite 104Towson, MD 21286

Loree Dubois, Tax Principal at Kahn, Litwin, Renza & Co., Ltd., received her MBA from Bentley College. She joined the firm in 2003 after serving as Senior Tax Manager for 4 years with Ernst & Young, LLP. She has been providing tax advisory services to closely held, medium sized and publicly held businesses for over 15 years. She began her career in Boston, MA at Wolf & Company, PC and also spent 4 years as a tax manager at a large publicly held manufacturer. Loree resides in Rehoboth, MA with her husband, Duane and their two children, Benjamin and Nicholas. She enjoys reading, music and her two kids.

Phone: (401)274-2001



David Edwards, Manager of Taxation Services at James & Company, Business Advisors & CPA, has technical expertise in tax and specialized in the auto industry. He has been in public practice since 2006. He graduated from the University of Utah and Westminster College. David speaks Estonian.

Phone: (801)399-3377


Address: 3535 Lincoln AvenueOgden, UT 84401


Robert Enright, Chief Operating Officer at The Bonadio Group, has technical expertise in forensic and strategic planning. His industry specialties include Medicaid and Forensic. He began public practice in 2006. Bob graduated from St. John Fisher College and enjoys golf, cigars, community service and children's sports.

Phone: (585)249-2842


Address: 171 Sully's Trail, Suite 201Pittsford, NY 14534

Gregg Evans, Partner at Testone, Marshall & Discenza, LLP, is a Certified Fraud Examiner and Certified Public Accountant with wide-ranging expertise in fraud investigations, supervision and review of audit engagements, internal control evaluations and audits of compliance requirements related to federal funding. Gregg graduated from LeMoyne College. He began public practice in 1999 and in his free time enjoys golf and hockey.

Phone: (315)476-4004


Address: 432 North Franklin StreetSyracuse, NY 13204

John Ferrante, Manager at BST, has over 9 years of experience in public accounting, working mainly with Taft-Hartley employee benefit plans and labor unions. John also has experience working in the manufacturing and distribution sector. He is involved in all aspects of audit engagements including workpaper and tax return review, financial statement preparation and review, job budgeting and scheduling. He has worked on some of the largest local unions in the region.

Phone: (212)661-8640


Address: 28 West 44th StreetNew York, 10036


Valerie Ferry, Senior Tax Manager at Schmidt Westergard & Company, has technical expertise in tax compliance and planning and consulting. Her industry specialties include real estate, partnerships and closely held corporations. Valerie began public practice in 1984. She graduated from the University of California, Los Angeles (UCLA). Her family is Disney crazy; they have visited Disneyland and Walt Disney World over a hundred times.

Phone: (480)834-6030


Address: 77 W. University DriveMesa, AZ 85201-5830

Neil Forbes, Senior Manager at Horne, LLP, has technical expertise in CDBG compliance and his industry specialty is housing. He graduated from Virginia Wesleyan College and began public practice in 2008. He enjoys golf.

Phone: (601)985-7349


Address: 100 Burnham CourtClinton, MS 39056

Michael Brett Franklin, Senior Vice President & Director at MNP LLP, has technical expertise in corporate finance. His industry specialties include M & A, divestitures and capital raising. He graduated from the University of Manitoba and began public practice in 1998. Brett enjoys golf, hockey, scuba diving and fishing.

Phone: (204)336-6190


Address: 2500 201 Porterage AvenueWinnipeg, MB R3B 3K6


Bradley Greenberg, Partner at Silver, Lerner, Schwartz & Fertel, joined the firm in 2007. His business philosophy centers around truly partnering with his clients and providing superior client service; he believes that being responsive, thorough, and available are central to good client relationships. Brad specializes in tax and business planning for closely held businesses, business owners, and individuals. He graduated from DePaul University with a Master of Science in Taxation. Brad is a die-hard Cubs fan, enjoys attending his sons' baseball and soccer games and is still trying to perfect his chili recipe.

Phone: (847)779-6206


Address: 8707 N. Skokie Boulevard, Suite 400Skokie, IL 60077

Hans Gustafsson, Principal at Holthouse Carlin Van Trigt LLP, joined the firm in 2010. Previously he worked with Deloitte and Touche and Grant Thornton in LA, primarily focusing on the needs of closely held entities and their owners, while also serving several private equity owned entities and public companies. He served clients in various industries including manufacturing, distribution, technology, law firms and banking. Hans has a Masters in accountancy from California State University and a Masters in taxation from the University of Southern California. Hans grew up in Europe and Africa.

Phone: (626)463-7213


Address: 117 E. Colorado Blvd.6th FloorPasadena, CA 91105

Geoffrey Hecht, Manager at Ashland Partners & Company LLP, is a graduate of the University of Delaware with a Bachelors in Finance. As a manager, he oversees multiple teams and is responsible for the high-level oversight of each team’s entire workflow, managing the relationship between the client and Ashland Partners, and the training and professional development of the teams. In his spare time, Geoff enjoy running, snowboarding, hiking and spending time with his family.

Phone: (201)239-0870


Address: 111 Town Square PlaceJersey City, NJ 07310


Scott Jaeger, Principal at Clothier & Head, provides consulting and tax planning strategies to a wide variety of industries, including professional service firms. With extensive experience reviewing individual, partnership, corporate and fiduciary tax returns, he is well equipped to advise on tax benefits. He graduated from Golden Gate University and Western Washington University, beginning public practice in 1997. In his free time he enjoys weightlifting, softball, tennis, gardening, and sports. Scott's a big ice cream fan.

Phone: (206)622-1326


Address: 1301 Fifth Avenue, Suite 2800Seattle, WA 98101

Norman LeBlanc, Principal at Kahn, Litwin, Renza & Co., Ltd., joined the firm in 2001. He received his Master’s degree in Taxation from Bryant University. Norm concentrates his efforts in providing tax advisory services to closely held businesses and works with the firm’s large hospitality clients. He handles technical matters, taxpayer representation and business reorganizations for many of the firm’s clients. Norm is among the Top 50 tax practitioners in the nation. He frequently teaches CPE credit courses for CPAs and attorneys. He has been a guest speaker to The American Society of Women Accountants (ASWA) and the Institute of Managerial Accountants (IMA).

Phone: (401)274-2001



Keith Leduc, Senior Audit Manager at Kahn, Litwin, Renza & Co., Ltd., joined the firm in 2004. Previously he worked for both Ernst & Young and PricewaterhouseCoopers. Keith concentrates his efforts on providing audit services to clients in hospitality, distribution, telecommunications and technology. He is responsible for all phases of audit fieldwork and financial statement preparation. He has been the lead person on our team to audit financial statements for our venture-backed technology, start-up enterprises, as well as on numerous Sarbanes Oxley consulting engagements. Keith graduated from the University of Rhode Island.

Phone: (401)274-2001




Meyer Levy, Principal at Kahn, Litwin, Renza & Co., Ltd., joined the firm in January 2009 when Sullivan Shuman & Freedberg LLC merged with KLR. Effective January 1, 2010, Meyer oversees the firm’s not-for-profit audit group. Meyer began his career in public accounting in the United States in 1988 after graduating from the University of South Africa. Meyer’s experience in public accounting includes a diverse range of not-for-profit clients, manufacturing, high technology, real estate and service businesses. In his free time he enjoys going to the gym every morning, skiing and golf. He's a New England sports fan.

Phone: (401)274-2001



Daniel Maffey, Senior Manager at Raffa, PC, has technical expertise in accounting and CFO outsourcing. His industry specialty is non-for-profit organizations. He graduated from the Catholic University of America, before starting public practice in 1975. In his free time, he enjoys golf, fishing and hunting.

Phone: (202)822-5000


Address: 1899 L Street, NWWashington, DC 20036

Anthony Mangiarelli, Principal at Kahn, Litwin, Renza & Co., Ltd., joined the firm in 2000 and has spent a significant portion of his accounting career in the fields of manufacturing, professional services, distribution, retirement plan auditing and working with emerging and start-up businesses. He is responsible for all phases of audit planning, fieldwork, tax preparation assistance and financial statement preparation. Anthony earned a Master of Science in Taxation from Bryant University.

Phone: (401)274-2001




Brian McFarren, Partner at Brickley Delong, P.C., has technical expertise in governmental audits, A-133 audits, QuickBooks, closely-held business tax and consulting. His industry specialties include school district audits and construction. After graduating from Grand Valley State University, he began his career with Brickley DeLong and continue to move forward in his career. Brian is married and the father of three boys. In his free time he coaches high school football.

Phone: (231)726-5815


Address: P.O. Box 999316 Morris Avenue, Suite 500Muskegon, MI 49443

Todd Miller, Tax Associate at Maxwell Locke & Ritter, LLP, focused his career on privately held businesses and their owners, with oil and gas, real estate and family limited partnership client groups. He graduated from Texas A&M University before beginning public practice in 2002. Todd spent the majority of his early career at Deloitte Tax LLP in Houston, followed by two years with the firm's Austin office. He joined Maxwell Locke & Ritter in December of 2009. In 2011, Todd obtained the designation of Certified Specialist in Estate Planning to go along with his CPA certification. In his free time he enjoys golf, baseball, and spending time with his wife and two daughters.

Phone: (512)275-2726


Address: 303 East Main StreetRound Rock, TX 78664

Kerry Rasmusson, Partner at Kernutt Stokes, LLP, has technical expertise in accounting and assurance and her industry specialties include retail, insurance, non-profit, construction and manufacturing. Kerry graduated from the University of Oregon. She began public practice in 1993. In her free time, Kerry enjoys reading, yoga, walking, travel and photography.

Phone: (541)687-1170


Address: 1600 Executive Pkwy. Suite 110Eugene, OR 97401


Robert Rhéaume, Partner at BDO Canada, graduated from the University of Ottawa in 1982. Robert is responsible for supervising and managing audit, review, compilation and taxation engagements for small and medium size enterprises (SME), not for profit organizations as well as being the person of confidence for owners and senior management of these entities. He also has the responsibility of international engagements through our BDO international network. He specializes in audit and review engagements. His public accounting experience is augmented by his twelve years of private industry experience as a senior financial officer.

Phone: (613)739-8221


Address: 1730 St Laurent BLVD Suite 100Ottawa, ON K4B 5S1

Shawn Ruby, Manager at Boulay, Heutmaker, Zibell & Co. PLLP, has technical expertise in small business consulting, accounting assistance, tax services, reviews and compilations. His industry specialties include high tech IT firms, professional services, and distributors. He graduated from St. Cloud State University. Shawn began public practice in 1999 and enjoys golf, hockey, fishing, the outdoors, camping and other sports.

Phone: (952)841-3023


Address: 7500 Flying Cloud Drive, Suite 800Eden Prairie, MN 55344

Adynea Russell, Assurance Services Partner at MNP LLP, has technical expertise in assurance, audits, reviews and notice to readers, compliance tax and business advice/solutions. Her industry specialties include Dealerships (automobile, heavy equipment, office equipment - sales and rentals), Investment Companies and Oil and Gas. Adynea has a Bachelor of Administration from the University of Regina. She began public practice in 1995. Adynea volunteers with the Regina Women's Network and Resurrection Parish Finance and Fundraising Committee.

Phone: (306)790-7910


Address: Suite 900, 2010 - 11th AvenueRegina, SK S4P 0J3


Brandon Rykkeli, Audit Manager at Boulay, Heutmaker, Zibell & Co. PLLP, has technical expertise in SEC reporting, derivatives, mergers and acquisitions and internally-delivered software. His industry specialties include manufacturing, renewable energy, professional services and construction contractors. Brandon graduated from the University of Wisconsin in Madison. He began public practice in 1999 and enjoys travel, golf and hockey.

Phone: (952)841-3001


Address: 7500 Flying Cloud Drive, Suite 800Minneapolis, MN 55344

Kevin Sanders, Senior Manager at Brady Martz & Associates, worked in private industry for fifteen years before entering public accounting in 2006. His experience includes individual, corporate, partnership and fiduciary tax services, business management, and computer support services. He graduated from Minot State University. In his free time, Kevin enjoys enjoy outdoor activities, including hunting and fishing.

Phone: (701)852-0196


Address: 24 West Central AveMinot, ND 58702

Mark Schofer, Tax Principal at Kahn, Litwin, Renza & Co., Ltd., joined the firm in January 2009 when Sullivan Shuman & Freedberg LLC merged with KLR. Mark’s area of expertise is individual and business taxation, specifically complex tax issues such as starting/selling a business, buying/selling real estate, stock options, charitable contributions and AMT. He seeks to provide quality client service and develop strong working relationships. Mark graduated from the University of Massachusetts and has a Masters from Northeastern University. Mark is a member of the Boston Estate Planning Council. In his free time he enjoys his five children, especially watching their youth sports games.

Phone: (781)547-8800


Address: 800 South Street, Suite 300Waltham, MA 02453


David Sheets, Principal at Berger/Lewis Accountancy Corp., is a member of the firm's International and Emerging Business groups, serving closely held businesses, start-up and early stage technology companies. He also specializes in multi-state, International and R&D tax issues, as well as stock option and resident/non-resident planning for high net wealth individuals. He graduated from California State University (Undergrad) and Golden Gate University (MST). Personal interests include playing golf, running and coaching youth sports.

Phone: (408)494-1239


Address: 55 Almaden Blvd., Suite 600San Jose, CA 95113-1605

Kadir Sunardio, Senior Manager at Ostrow Reisin Berk & Abrams, Ltd., CPAs, has technical expertise in attestation and taxation, and his industry specialties include non-profit organizations, real estate companies, homeowner associations, benefit plans, professional service companies and traders. He graduated from the University of Illinois at Urbana - Champaign. He has been in public practice since 1999. Hobbies include bowling, reading and travelling.

Phone: (312)670-7444



Dustin Sundby, Regional Managing Partner at MNP LLP, based in MNP's Red Deer office, has more than 10 years of experience delivering a full range of assurance and business consulting solutions to public and private clients in the oilfield sector. He enjoys mountain biking, slow-pitch, hunting and foosball.

Phone: (403)341-6788


Address: 4922 53rd StreetRed Deer, AB T4N 2E9


John Surrette, Jr., Principal at Kahn, Litwin, Renza & Co., Ltd., began his career in public accounting in 1999 and joined the firm in 2001. John provides audit and accounting services to a variety of industries including renewable energy, private equity, casino gaming, manufacturing, distribution, auto dealerships, and employee benefit plans. He also assists clients in complying with the provisions of Sarbanes Oxley and assists in the evaluation of internal controls. John has a Masters in Business Administration. He enjoys boating, outdoor activities, teaching and economic development.

Phone: (401)274-2001



Bradley Theel, Manager at Stone Carlie & Company, LLC, has 13 years of experience including both publicly traded and private companies with revenues up to $5.7 billion, initial public offerings, SOX 404 compliance and fraud investigations relating to $12M embezzlement. He has technical expertise in assurance and his industry specialty is Employee Benefit Plans. He graduated from Truman State University. Brad is a MN Viking football fan.

Phone: (314)889-1285


Address: 101 South Hanley Road Suite 800St. Louis, MO 63105-3437

Jeffrey Trubia, Partner at Testone, Marshall & Discenza, LLP, has extensive experience with closely held businesses. His areas of practice expertise include medical practices, construction contractors and manufacturing concerns.Jeffrey is treasurer for Subcontractors Association of Central New York and Central New York Soccer Officials Association. He is a graduate of Le Moyne College.

Phone: (315)476-4004


Address: 432 North Franklin StreetSyracuse, NY 13204


Jason Valente, Tax Manager at Logan Katz LLP, has been in public accounting since 1997. Jason brings a wealth of hands-on experience with taxation and accounting services to small and medium-sized entities across many industries. Jason joined the firm in 2002 and has provided the firm's corporate and individual clients with uncompromising guidance and advisory services with respect to tax planning needs. He is the firm's resident expert in processing claims for Scientific Research and Development Investment Tax Credits. He graduated from Carleton University and enjoys investing.

Phone: (613)228-8282


Address: 6 Gurdwara Road, Suite 105Ottawa, ON K2E 8A3

Chad Vent, Partner in Charge at Faw Casson, has technical expertise in tax and consulting. His industry specialty is hospitality. He graduated from Salisbury University, beginning public practice in 2000. In his free time, Chad enjoys golf, fishing and coaching kids.

Phone: (410)213-8700


Address: 9748 Stephen Decatur Hwy., Suite 103Ocean City, MD 21842

Heather Vetter, Director at Honkamp Krueger & Co., PC, joined Honkamp Krueger as an auditor in 2002 and works in the audit department and as a member of the HKP Payroll Strategic Planning Committee. Heather is the firm’s lead specialist in performing internal control reviews and operational audits, as well as fraud investigations to assist clients and federal authorities in prosecution. Her belongs to the Benevolent and Protective Order of the Elks Galena Lodge #882 where she is a past exalted ruler and is currently the trustee of their funds. She is also a past board member and treasurer of Habitat for Humanity of Jo Daviess County, Inc.

Phone: (563)556-0123


Address: P.O. Box 6992345 JFK Rd.Dubuque, IA 52004-0699


Sarah Walls, Senior Manager at BST, graduated from the College of Saint Rose in Albany, NY in 2002 with a Masters and Bachelors of Science in Accounting. For the past nine years, she has been working with Bollam, Sheedy, Torani & Co. LLP, CPA’s in their financial services department. She focuses her expertise in the not-for-profit and construction industries.

Phone: (518)459-6700


Address: 26 Computer Drive WestAlbany, NY 12205-1694

Trina Warren, Regional Managing Partner at MNP LLP, is a Business Advisor and the Regional Managing Partner for Southern Saskatchewan with MNP. Based in Regina, Trina delivers accounting, taxation and strategic advisory services to mid-sized businesses in the commercial sector, with a focus in the oil and gas and construction industry. Trina was designated a Chartered Accountant (CA) in 2001, after entering the program as a mature student. Trina is a past president of the Rotary Club of Fort St John and enjoys golfing, biking and running.

Phone: (306)790-7900


Address: Suite 900, Royal Bank Building2010 - 11th AvenueRegina, SK S4P 0J3

Ryan Welch, Partner at Holthouse Carlin Van Trigt LLP, works with opportunity funds, mortgage-REITs and real estate developers. Ryan has experience addressing the structuring of private equity transactions, partnership agreement provisions and tax issues associated with distressed debt. Ryan began his career with KPMG and joined HCVT in 2006. He received his degree from the University of Virginia.

Phone: (626)243-5119


Address: 117 E. Colorado Blvd., 6th FloorPasadena, CA 91105


Linda West, Manager at Stone Carlie & Company, LLC, has technical expertise in: investment partnership compliance, including income tax reporting for foreign partners; ASC 740 income tax provision computation and analysis; and, multinational corporation annual foreign reporting compliance. Her industry specialties include Life Science, Biotechnology and Real Estate. She graduated from the University of Central Missouri, Saint Louis University. She began public practice in 2002.

Phone: (314)889-1136


Address: 101 South Hanley Road Suite 800St. Louis, MO 63105-3437

Paul Zarecki, Manager at BST, has been in public accounting for 19 years and has extensive experience and knowledge in forensic accounting, insurance loss accounting, internal controls and risk assessment. He is a graduate of LeMoyne College in Syracuse, N.Y. He is married with three children and enjoys spending time with the family and the outdoors.

Phone: (518)459-6700



Morris Zlotowitz, Principal at Holthouse Carlin Van Trigt LLP, graduated from California State University Northridge and has over 20 years experience in public accounting. Morris has technical expertise in performing audits of real estate and non-profit entities, with an emphasis in Section 42 Low Income Housing Tax Credits and projects insured by HUD. Morris’ hobbies include sports (Los Angeles Dodgers fan), taking walks, travelling and going to the theatre.

Phone: (310)566-1933


Address: 11444 W. Olympic Blvd.,11th FloorLos Angeles, CA 90064


Lorraine Bautista Aldaya, Audit Manager at RINA, has been in public accounting since 2004. Lorraine has technical expertise in assurance and consulting services. Her industry specialties include not-for-profit organizations, start-up technological companies and professional service firms.

Phone: (415)777-4488


Address: 100 Montgomery Street, Suite 2075San Francisco, CA 94104

Robin Berger, Senior Manager at Nussbaum Yates Berg Klein & Wolpow, LLP, has 13 years of experience providing audit and assurance services to clients ranging from start-ups to large multinational SEC registrants. Robin has been instrumental in leading a summer internship program and has been active in various women's initiative programs throughout the years.

Phone: (631)845-5252


Address: 445 Broad Hollow Rd, Suite 319Melville, NY 11747

Ryan Bissonnette, Manager at Durward Jones Barkwell & Company LLP, handles various assurance engagements including law firms, manufacturing and insurance brokerages. He holds a Bachelor of Accounting (Honours) degree from Brock University, and obtained his CA designation in 2006. In his spare time, Ryan is an avid golfer, fisherman and referees basketball. Currently, he is President of the Niagara District Basketball Referees Association. He also volunteers his time at various community events and is the Treasurer of several organizations including Big Brothers Big Sisters of South Niagara.

Phone: (905)735-2140


Address: P.O. Box 9171 Division StreetWelland, ON L3B 5N9


Joseph Bonvillain, Partner at Manning Elliott LLP, is the leader of Manning Elliott's IFRS specialty practice. He provides audit, tax and general advisory services to public companies and private companies-especially those in the mineral exploration, mining and software industries. Joseph advises clients on complex accounting matters, securities filings and Canadian and US financial reporting issues.

Phone: (604)714-3600


Address: 1050 West Pender Street-11th FloorVancouver, BC V6E 3S7

Robert Brietz, Senior Manager at Elliott Davis, LLC, provides audit and consulting services to community banks, but has worked with companies spanning multiple industries. Jay helped write COSO's "Guidance on Monitoring Internal Control Systems." His career started with a Big 4 firm (1992) after graduating from Appalachian State and UNC-CH. Jay's hobbies consist of family, golf and skiing.

Phone: (704)808-5247


Address: 700 E Morehead St., Suite 400Charlotte, NC 28202-2788

Scott Brunner, Director at MGO, has been in public accounting since 1988. He has technical expertise in government auditing. His industry specialty is government. Scott graduated from San Diego State University. In his free time he enjoys poker, travel, baseball, football and relaxing at the pool.

Phone: (916)642-7047


Address: 3000 S Street, Suite #300Sacramento, CA 95816


Scott Buckingham, Audit Manager at Lenhart, Mason & Associates, LLC, has been in public practice for 9 years. He has technical expertise in auditing and accounting. Scott's industry specialties include not-for-profit and governmental auditing. He was born and raised in Wyoming, is an avid hunter and trail runner and has completed two 100 mile trail races. Scott graduated from the University of Wyoming.

Phone: (307) 234-7800


Address: 135 North Ash StreetCasper, WY 82601

Kristie Carvalho, Senior Manager at Burr Pilger Mayer, has over 10 years experience in public accounting, specializing in tax compliance and tax planning services for closely held businesses and high net worth individuals. Experience includes a variety of industries including manufacturers, restaurants, distributors, professional services, real estate as well as state and local tax expertise and IRS audit representation. In her free time, Kristie enjoys Salsa and Swing dancing.

Phone: (925)296-1058


Address: 2001 N. Main Street, Suite 360Walnut Creek, CA 94596

Debbie Chan, Director at MGO, has been in public accounting since 1998. She has technical expertise in governments and her industry specialty is public retirement systems. Debbie graduated from California State University-Sacramento with a B.S. in Accounting. In her spare time, Debbie enjoys reading, travel and running.

Phone: (916)549-5436


Address: 225 Broadway, Suite 1750San Diego, CA 92101


Michael Corkery, Senior Manager at Nussbaum Yates Berg Klein & Wolpow, LLP, has 11+ years of experience providing audit and assurance services to clients ranging in size from start-ups to large multinational SEC registrants. In addition, Michael has helped guide corporate CFOs, controllers and directors through the implementation of new standards and the constantly evolving regulatory environment. An avid sports fan (Yankees, Patriots); Mike is also the father of 2 year old twin boys.

Phone: (631)845-5252


Address: 445 Broad Hollow Rd, Suite 319Melville, NY 11747

Christopher Cowan, Supervisor at Cowan, Gunteski & Co., P.A., provides audit and tax services to clients from non-profit organizations to closely-held business to large corporations. Chris works with clients to establish realistic financial goals and the reporting systems to ensure they are on track to achieve those goals. He is certified by Intuit in QuickBooks and Enterprise v7. In his spare time, Chris competes and trains in various cycling competitions across the country. Chris was named to the first prestigious 30 Under 30 list compiled by the New Jersey Society of Certified Public Accountants.

Phone: (732)349-6880


Address: 40 Bey Lea Road Suite A101Toms River, NJ 08753

Darren Crocker, Partner at BDO Canada, is in the Financial Recovery Services practice. Darren received his Certified General Accountant's designation in 1996 and his license as Trustee in Bankruptcy in 1998. Darren graduated from Lambton College and has been in public practice since 1990. In his spare time, he enjoys golf and officiating hockey.

Phone: (780)424-3434


Address: 9897 34 Ave NWEdmonton, AB T6E 5X9


Brian D'Amico, Senior Manager at Elliott Davis, LLC, has seven years experience with a concentration on serving construction companies and governmental entities. He has also provided comprehensive assurance and advisory services to a diverse client base which includes manufacturing companies, not-for-profit entities and employee benefit plans. In his spare time, Brian enjoys golf and serves as a board member of the Boys and Girls Clubs of the Midlands.

Phone: (803)255-1468


Address: P.O. Box 22271901 Main Street Suite 1650Columbia, SC 29202

Courtney De Ronde, Audit Manager at TD&T Financial Group, P.C., has been in public accounting since 2002. She has technical expertise in auditing, accounting and financial reporting and her industry specialties include nonprofit, pension and A-133. Courtney graduated from the University of Northern Iowa. In her spare time she enjoys spending time with her family and motorcycle riding-she and her husband have a goal to visit all 50 states and they have 37 down!

Phone: (641)672-2523


Address: 317 High Avenue, EastOskaloosa, IA 52577

Scott DeMarco, Manager at BST, has been involved in the conduct of various valuation engagements, including the valuation of privately held business enterprises, professional and medical practices, intellectual property, professional licenses, advanced academic degrees, economic damage analysis, and real estate holding companies. Scott gained finance, accounting, and marketing experience growing and selling two software companies, AutoQuant Imaging, Inc. and Agora Games, Inc. He helped grow AutoQuant Imaging, Inc., and assisted in the sale of the majority of the company's assets to a major player in the life science research industry.

Phone: (518)459-6700




Christopher DeMay, Tax Manager at RINA, graduated from the University of Alabama in May 1994, then went on to pass the CPA exam the following November. Chris specialized in the retirement plan compliance industry up until 2005, when he began the GGU masters program in taxation and went into public practice. Chris completed the masters program in 2009 graduating with high honors. In his free time he enjoys football, rugby and bicycling.

Phone: (415)777-4488


Address: 100 Montgomery Street, Suite 2075San Francisco, CA 94531

Shaun Donaghue, Manager at Fluence, graduated from Oregon State University. Shaun has technical expertise in accounting, tax and consulting. His industry specialty is dental practices. In his spare time he enjoys cheering on OSU football, restoring classic cars, fishing and golfing.

Phone: (503)245-0766


Address: 9430 SW Coral Street, Suite 100Portland, OR 97223

David Elyashar, Manager at Horwich Coleman Levin, LLC, has expertise dealing with income tax matters in the financial services industry, specifically with private equity firms and hedge funds. He is also diverse in his knowledge of tax and estate planning, audit and accounting and financial/investment services. David is a Certified Valuation Analyst (CVA) and is well versed in business valuation and litigation support. He performs valuations of private, closely held businesses and emerging companies for sale, merger and acquisition, financing (debt and/or equity), estate and gift tax purposes, shareholder disputes, buy-sell agreements, insurance claims, marital situations, and other business matters.

Phone: (312)341-0100


Address: 125 S. Wacker Drive, Suite 1500Chicago, IL 60606


Daniel Figueredo, Assurance Senior Manager at Burr Pilger Mayer, provides audit and consulting services to a variety of industries, with a focus on nonprofit organizations and financial services firms. He regularly presents and conducts trainings for staff and clients, and has also spoken at a number of conferences and industry associations. Daniel's community and professional involvement has included organizations such as SF Performances, the Association of Latino Professionals in Finance and Accounting, CalCPA, and the AICPA.

Phone: (415)288-6284


Address: 600 California Street, Suite 1300San Francisco, CA 94108

Brian Fisher, Senior Manager at Brady Martz & Associates, practices in the Dickinson, North Dakota office. He graduated from the University of North Dakota in 2004. Brian has over 8 years experience performing audits, reviews, and compilations in the manufacturing, service, distribution, and construction industries. In his free time, he enjoys golf, hunting and fishing. Brian's father is a CPA at the same firm.

Phone: (701)483-6000


Address: 116 West VillardDickinson, ND 58601

Harry Fox, Manager at Ostrow Reisin Berk & Abrams, Ltd., CPAs, has been in public accounting since 2003. He has technical expertise in attestation, individual and corporate taxation. His industry specialties are non-profits and manufacturing. Harry graduated from DePaul University. In his free time he enjoys golfing, reading and music.

Phone: (312)670-7444




Laura Fox, Tax Manager at Clothier & Head, specializes in partnership taxation, tax matters associated with professional service firms and high net worth individuals, as well as business valuation. Her previous experience includes two years with Metcalf Hodges, P.S. in Bellingham, Washington, where she focused on individual income tax services. In her free time, Laura enjoys running, snowboarding and traveling.

Phone: (206)622-1326



Jacquelyn Frank, Shareholder at Anderson ZurMuehlen & Co., P.C., is one of the lead consultants in the non-profit market with auditing and training experience focusing on accounting, internal controls, financial statement preparation, review and analysis, compliance audits, tax and analysis, systems design and implementation. In her free time, Jacki enjoys quilting. Jacki graduated high school in Madrid, Spain.

Phone: (406)457-7028


Address:828 Great Northern Blvd.Helena, MT 59624

Stephen Franke, Manager at Schenck SC, has 25+ years of experience in public accounting. Steve has performed various audit and related services for non-public companies ranging in size from $1 million in revenues to over $1 billion in revenues. Steve is married and has four children ranging in ages from 9 to 15. In his spare time, he enjoys fishing, hunting and participating and viewing sporting events like baseball, basketball and football.

Phone: (920)907-2180


Address: PO Box 1809373 N. Pioneer RoadFond du Lac, WI 54935-1809


Joshua Garvin, Senior Manager at Elliott Davis, LLC, attended the University of SC for undergraduate and graduate school and began in public accounting in 2003. He specializes in governmental accounting and closely held businesses. His wife, Mai and he have triplet 2 year old daughters and a seven month old son.

Phone: (864)942-6017


Address: P.O. Box 429340 Main Street, The Professional Bldg.Greenwood, SC 29648-0429

Michael Hablewitz, Senior Manager at Wegner LLP, has technical expertise with non-profits. Mike's industry specialties include health/human services, labor unions, religious organizations among others. He graduated from the University of Wisconsin-Madison, starting public practice in 1999. Mike, his wife and their four children (3 sons, 1 daughter) love sports especially golf and basketball.

Phone: (608)442-1923


Address: 2110 Luann LaneMadison, WI 53713-3074

Christopher Hendricks, Manager at Schenck SC, has been in public accounting since 1999. Chris has technical expertise in financial statements (audit, review, compilations) and tax. His industry specialties include real estate valuation and construction, agriculture and business valuation. Chris graduated form the University of Wisconsin-Green Bay. In his free time, he enjoys hunting and fishing.

Phone: (920)455-4181


Address: PO Box 238192200 Riverside DriveGreen Bay, WI 54305-3819


Daniel Hiers, Senior Manager at Elliott Davis, LLC, has more than 10 years of accounting and consulting experience in the area of public accounting; emphasizing in small to large sized businesses, high net worth individuals, multistate businesses and income tax planning. His industry experience includes professional service firms, restaurant and hospitality, real estate and dealerships. His experience also includes the specialized focus in the income tax compliance and planning areas for a wide variety of businesses and individuals.

Phone: (843)266-6906


Address: 100 Calhoun Street Suite 300Charleston, SC 29401

James Hood, Manager at Porter Keadle Moore, LLP, has worked in the banking industry, construction and health technology. He also has experience consulting with and auditing public companies as well as helping de novo banks move from organization into operation. Jamie is a member of the AICPA as well as the Georgia Society of CPAs. In his free time, Jamie enjoys camping and travel, cooking, watching sports and playing golf.

Phone: (404)420-5909


Address: 235 Peachtree Street NE, Suite 1800Atlanta, GA 30303

Shevaun Hopkins, Tax Manager at Clothier & Head, has been with Clothier & Head since her internship with the firm in 2001 and has gained expertise in the areas of federal and state income tax for Partnerships, C-Corporations and S-Corporations within a variety of industries, including professional services, real estate, investment, and high tech. Shevaun graduated form Western Washington University.

Phone: (206)622-1326




Navroz Janmohamed, Senior Manager at Manning Elliott LLP, has over ten years of public practice experience with Manning Elliott. He graduated from Simon Fraser University and obtained his Chartered Accountant designation in 2005. Navroz works on assurance engagements for private companies and not-for-profit organizations. He is actively involved in numerous internal committees of the firm.

Phone: (604)714-3622


Address: 1050 West Pender Street-11th FloorVancouver, BC V6E 3S7

J. Aaron Johnson, Senior Manager at Elliott Davis, LLC, provides assurance and advisory services to a wide range of industries, with a focus and considerable experience on manufacturing, distribution and logistics companies in various sectors, and with professional service firms. He also has significant experience with contractors and real-estate ventures. In his free time, Aaron enjoys fishing, building and home improvement projects.

Phone: (706)826-7706


Address: One 10th Street Suite 400Augusta, GA 30901

Kevin Johnson, Technology Consultant/Manager at Squire & Company, PC, has been in public practice since 2006. He has technical expertise in Dynamics GP, SQL Server and Intuit QuickBooks reporting and integration. His industry specialties include technology and direct selling. Kevin graduated from Brigham Young University. In his free time he enjoys swimming, running, biking, technology, speaks Portuguese and is married with three kids (1 girl, 2 boys).

Phone: (801)225-6900


Address: 1329 South 800 EastOrem, UT 84097


Andrew Jubenville, Manager at Durward Jones Barkwell & Company LLP, obtained an Honours Bachelor of Accounting degree from Brock University in 2005, and became a Chartered Accountant in 2006. Andrew currently works out of the firm's Hamilton office where he provides accounting, assurance and taxation services to a variety of owner operated businesses and not-for-profit organizations inthe Hamilton, Halton and Niagara regions. He also serves on DJB's Marketing Committee. In the community, Andrew has served as the Treasurer of the Grimsby Chamber of Commerce and as an avid golfer, he still chairs the Chamber's Golf Tournament Committee. He is also a member of the Rotary Club of Hamilton.

Phone: (905)525-9520


Address: 120 King St. West, Suite 780Standard Life BuildingHamilton, ON L8P 4V2

Brian Kennedy, Audit Principal at Spilman, Hills & Heidebrink, Ltd, has technical expertise in accounting, auditing and information systems. Brian's industry specialties include manufacturing, employee benefit plan audits and nonprofits. He graduated from the University of Cincinnati, beginning public practice in 1996. Brian enjoys hiking, cycling and photography.

Phone: (419)865-8118


Address: 5555 Airport Hwy, Suite 200Toledo, OH 43615-7320


Brian King, Manager at Boulay, Heutmaker, Zibell & Co. PLLP, provides auditing and accounting services to clients in a variety of closely held businesses. Also provides consulting related to internal controls and implementation of new accounting standards. Brian graduated from the University of Minnesota-Duluth. In his free time, Brian enjoys fishing, camping, waterskiing and spending time with his family.

Phone: (952)806-9346


Address: 7500 Flying Cloud Drive, Suite 800Eden Prairie, MN 55344

Gregory Koelling, CPA at Ostrow Reisin Berk & Abrams, Ltd., CPAs, began his career with the firm in 2001. He specializes in multi-state taxation of service businesses, along with the tax aspects of sales and acquisitions. He is the firm champion of the health care niche and also works with real estate and high net worth clients. Greg graduated from the University of Illinois at Urbana-Champaign and enjoys spending time with his wife and 2 children. He also finished his basement himself.

Phone: (312)670-7444



Brandon Lagarde, Associate Director at Postlethwaite & Netterville, concentrates in the areas of federal as well as state and local tax law. He is a member of many professional organizations, including the Louisiana and Baton Rouge Bar Associations, the AICPA, and sits on the Board of Directors for the Habitat for Humanity of Greater Baton Rouge. Brandon graduated from Louisiana State University and the University of Florida School of Law. In his free time he enjoys spending time with his family, exercising and golf.

Phone: (225)922-4600


Address: 8550 United Plaza, Suite 1001Baton Rouge, LA 70809


Brett Lanzl, Manager at Elliott Davis, LLC, has more than five years of public accounting experience. He provides comprehensive assurance and transaction advisory services to a diverse client base, which includes real estate developers, investment funds, property managers, manufacturers, distributors, and publicly traded companies.

Phone: (864)552-4782


Address: PO Box 6286200 East Broad StreetGreenville, SC 29606-6286

Benjamin Lau, Senior Manager at MGO, has over nine years of professional experience providing auditing, accounting, and consulting services to the private and public sectors. He also serves as the secretary of the Silicon Valley Chapter of the Association of Government Accountants.

Phone: (925)395-2839


Address: 2121 N. California Blvd, Suite 750Walnut Creek, CA 94596

Andrea Layne, Tax Manager at Dixon Hughes Goodman LLP, specializes in the Dealer Services Industry. She graduated from West Virginia State University in 1998. She held the position of Controller before joining Dixon Hughes Goodman in 2001. She enjoys reading when possible and savors every moment she has with her children, Miranda and Megan.

Phone: (919)875-4980


Address: 2501 Blue Ridge Road, Suite 500Raleigh, NC 27607


Jon LeBlanc, Manager at Postlethwaite & Netterville, his experience includes preparation of individual and corporate returns, research on tax issues, and client assistance during regulatory audits. He has provided tax consulting and compliance services to clients in a wide range of industries, with a focus on the not-for-profit industry. Jon graduated from Louisiana State University. In his free time he enjoys spending time with family, golf and LSU sports.

Phone: (225)922-4600



Anna Lee, Senior Tax Manager at Berger/Lewis Accountancy Corp., began her career as an accounting manager for a credit union after graduating from U.C. Davis. Shortly afterwards in 1998, she joined a local public accounting firm and embarked on a CPA career in taxation. Anna focuses on high technology companies with an emphasis on software, manufacturing, research & development, international and multi-state tax related compliance.

Phone: (408)494-1282


Address: 55 Almaden Blvd., Suite 600San Jose, CA 95113-1605

Andrea Lenyo, Senior at Payne, Nickles & Company, is a working mother who has recently returned to full-time practice and specializes in taxation and advisory services with an emphasis in service, retail, and agricultural entities. Andrea lives in Huron, Ohio with her family. In her free time she enjoys traveling, golf and watching her kids' sports and activities.

Phone: (419)668-2552


Address: 257 Benedict Ave. Building DNorwalk, OH 44857


Annie Louie, Senior Manager at MGO, has nine years of experience providing assurance, accounting, and consulting services. Her technical areas primarily focus in the public sector and include audits and reviews of general purpose governments and pension plans, single audits, and compliance audits.

Phone: (925)395-2831


Address: 2121 N. California Blvd, Suite 750Walnut Creek, CA 94596

William Magee, IV, Senior Tax Manager at Dixon Hughes Goodman LLP, has over 13 years of experience in public accounting providing tax compliance and consulting services to public and private companies in a variety of industries, including consulting, manufacturing, distribution, retail, restaurant groups, real estate, and technology companies. A great deal of his tax consulting and compliance experience has been concentrated in dealing with the income tax flow-through entity issues for multi-state S corporations, partnerships, and their respective investors. Allen also has extensive experience in assisting many private businesses with the tax planning issues related to selling their businesses to outside investors.

Phone: (404)575-8849



Ray Martinez, Tax Manager at Dixon Hughes Goodman LLP, has been in public practice since 2004. Ray has technical expertise in federal income tax compliance (1120, 1120-PC, 1120-L, mixed group and life/non-life consolidations), ASC 740, SSAP 101. His industry specialty is insurance. Ray graduated from Florida State University. In his free time, he enjoys officiating high school football.

Phone: (404)575-8969




Gregory Matayoshi, Director at MGO, has been in public practice since 1987. He has technical expertise in performance auditing, business process reviews and data analysis. His industry specialties include government, transit, information technology and healthcare. Greg attended the University of Colorado, Boulder and University of California Davis.

Phone: (916)642-7060



Brian Miller, Assurance Senior Manager at GBQ Partners LLC, has been in public practice since 1999. He has technical expertise in assurance services (audits and reviews), business consulting and due diligence. His industry specialties include manufacturing and distribution. Brian graduated from Ohio University. In his free time, he enjoys coaching kid's sports teams (soccer/baseball) and is an avid sports fan.

Phone: (614947-5268


Address: 230 West Street #700Columbus, OH 43215

John Mlynczyk, Manager at Kernutt Stokes, LLP, provides a variety of services including business and tax consulting, tax planning and tax compliance for business and high net worth individuals. John has experience working with a variety of clients; however, he specializes in medical and dental practices as well as manufacturing, timber and retail businesses. In addition to client service work, John is responsible for performing and reviewing tax projects, tax research and training and developing new associates. John has also taught numerous continuing education classes ranging from tax implications of current health care legislation to annual tax and legislative updates.

Phone: (541)687-1170


Address: 1600 Executive Pkwy. Suite 110Eugene, OR 97402


Erin Monahan, Manager at Cowan, Gunteski & Co., P.A., specializes in providing tax, accounting, and bookkeeping services for the healthcare industry from sole proprietorships to group specialty practices. She also provides clients with profitability consulting services to improve practice operations, efficiencies, and net worth including vital sign and benchmarking statistics. Erin graduated from Green Mountain College and Southern New Hampshire University. In her free time, she enjoys outside activities such as running, snowboarding and going to the beach. Erin is a huge Boston Red Sox fan!

Phone: (732)349-6880


Address: 40 Bey Lea Road Suite A101Toms River, NJ 08753

Shanna Morales, Senior Manager at Elliott Davis, LLC, has been in public practice since 2001. She has technical expertise in tax and her industry specialty is dental practices. Shanna graduated from Western Carolina University (BSBA) and the University of North Carolina at Charlotte (Masters). Shanna is a triplet, she has an identical sister and a fraternal brother.

Phone: (704)808-5237


Address: 8816 Red Oak Blvd. Ste. 100Charlotte, NC 28217

Francisco Moran, Staff Accountant at Beasley, Mitchell & Co. LLP, began public practice in 2008 and has technical proficiency in tax and his industry specialty is construction. Francisco graduated with a Masters of Accountancy from New Mexico State University. Francisco grew up in Hatch, NM; he is the child of farm laborers and is bilingual (English & Spanish.)

Phone: (575)528-6700


Address: PO Drawer 550509 S. Main Street Suite ALas Cruces, NM 88001-1195


Luke Myers, Associate Director at Postlethwaite & Netterville, performs audits, reviews, compilations, collateral reviews, and bookkeeping for various clients. His practice areas are consumer finance, banking, manufacturing, contractors, and pension plans. Luke graduated form Louisiana Tech University. In his free time he enjoys baseball, community involvement an spending time with his family.

Phone: (225)922-4600



Reena Patel, Senior Manager at Burr Pilger Mayer, has technical expertise in audits, reviews and compilations of private and public mid-size companies. Reena's industry specialties are hi-tech, agriculture and construction. She graduated from Santa Clara University and began public practice in 1998.

Phone: (408)961-6314


Address: 60 South Market Street, Suite 800San Jose, CA 95113

Darryl Paul, Manager at Durward Jones Barkwell & Company LLP, has significant experience servicing the business, accounting and taxation needs of owner-managed companies. Darryl joined DJB In 2005 and has since completed the CICA's InDepth Tax Course, as well as the CICA's Advanced Tax Issues for the Owner Managed Business. Darryl's tax experience includes personal and corporate income tax preparation, tax consulting and corporate reorganizations. Among other things, Darryl enjoys mountain biking and running and has dabbled in the world of multi-sport racing.

Phone: (905)945-5439


Address: PO Box 2618 Christie StreetGrimsby, ON L3M 4G5


Steven Piesko, Principal at Maner Costerisan, has been in public accounting since 1999. He has technical expertise in assurance and consulting. His industry specialties include school districts, closely held businesses and nonprofits. Steve graduated from Michigan State University. In his spare time, he enjoys sports, hunting, fishing and has one daughter.

Phone: (517)886-9519


Address: 2425 East Grand River Ave., Suite 1Lansing, MD 48912-3291

Jennifer Powers, Senior Tax Manager at Elliott Davis, LLC, has been in public accounting since 2005. She has technical expertise in tax planning and compliance. Her industry specialties include manufacturing and distribution, corporations and mergers & acquisitions. She graduated from Clemson University (BS in Accounting 2004, Masters in Taxation 2005). In her free time, Jennifer enjoys marathon running and the NFL.

Phone: (864)242-2654


Address: PO Box 6286200 East Broad Street, Ste. 500Greenville, SC 29606-6286

Pamela Prashad, Senior Manager at Elliott Davis, LLC, has technical expertise in tax. Her industry specialties include high net worth individuals (estates/trusts/gifting), closely held businesses and non-profits. Pam graduated from Presbyterian College and the University of Georgia. She has been in public practice since 2003. In her free time, Pam enjoys gardening and mentoring.

Phone: (864)242-2699




Prudence Pugeda, Tax Director at MGO, has been in public practice since 1995. Prudence received her BSC Acctg Degree in 1991, CPA since 1998, and received her Masters in Tax in 2003. She has been with MGO since 1996. She has technical expertise in tax and her industry specialties include non profits, closely held businesses and high net worth individuals. In her free time she enjoys running, photography and travel.

Phone: (916)779-3540



Christopher Purvis, Senior Manager at Elliott Davis, LLC, has over seven years of accounting experience, including six years in public accounting and one year in corporate accounting with a bank. Chris specializes in providing audit and consulting services for financial institutions in the Southeast. In his free time, Chris enjoys golf.

Phone: (704)808-5216


Address: 700 East Morehead Street, Suite 400Charlotte, NC 28202

Chad Reingardt, Senior Manager at Elliott Davis, LLC, is from South Carolina and has spent the previous 7 years in Greenville. Chad was married in October of last year and he now has a puppy (Pete) to provide plenty of excitement. In his free time, Chad enjoys golf, hunting and fishing.

Phone: (864)704-7898


Address: PO Box 6286200 East Broad Street, Suite 500Greenville, SC 29606-6286


Laura Reiser, Senior Manager at Fluence, has been in public practice since 2004. She has technical expertise in accounting, tax and consulting. Her industry specialty is dental practices. Laura graduated from Pacific Lutheran University. In her free time, she enjoys traveling, tennis, biking, running and home improvement projects.

Phone: (503)245-0766


Address: 9430 SW Coral Street, Suite 100Portland, OR 97223

Mary Kate Rollings, Senior Manager at Elliott Davis, LLC, has been in public practice since 2000. She has technical expertise in income, estate and gift tax. Her industry specialties include high net worth individuals and closely held businesses. Katie graduated from the University of North Carolina-Chapel Hill. In her free time, she enjoys being outdoors, reading, gardening and walking.

Phone: (864)552-4737



Jackie Ross, Manager at Boulay, Heutmaker, Zibell & Co. PLLP, has been in public accounting since 2002. Jackie has technical expertise in audit, business consulting, accounting services and tax. Her industry specialties include manufacturing and distribution, professional services, commercial, construction and benefit plans. Jackie graduated from Carlson School of Management - University of Minnesota - BSB and Metropolitan State University - MBA. In her free time she serves as the Minneapolis South Rotary president and enjoys both participating in and watching sporting events, reading, playing with my son as well as traveling.

Phone: (952)806-9319


Address: 7500 Flying Cloud Drive, Suite 800Minneapolis, MN 55344


Jason Ross, Senior Manager at Elliott Davis, LLC, focuses on providing accounting services to the financial services industry. He has experience with GAAP and SEC issues and assists clients in preparing financial statements, quarterly reviews and SEC filings.

Phone: (276)233-0113


Address: 3407 Mount Zion RoadWoodlawn, VA 24381

Sarah Saunders, Senior Manager at Dixon Hughes Goodman LLP, has technical expertise in external and internal audits of both private and publicly traded entities. Sarah's industry specialty is financial institutions. She graduated from the University of Tennessee and has been in public practice since 2004. In her free time, Sarah enjoys dancing, traveling and baking.

Phone: (404)681-8269



Gregory Sawatsky, Partner at Durward Jones Barkwell & Company LLP, provides corporate, personal and estate tax services for the Hamilton and Burlington offices. Greg is a member of the Estate Planner's Council of Hamilton and the CRA - Hamilton and District Tax Consultation Group. He is also a fund raiser for the United Way of Burlington and GreaterHamilton. Greg completed his Master of Accountancy degree with a specialization In Taxation in December 2001.

Phone: (905)525-9520


Address: 120 King St. West, Suite 780Standard Life BuildingHamilton, ON L8P 4V2


John Small, Manager - State and Local Tax at Dixon Hughes Goodman LLP, works as a tax professional specializing in state and local income tax matters with seven years of experience in public accounting. Jack's experience includes apportionment planning, combined reporting issues, nexus reviews, as well as mergers and acquisitions. He serves clients in numerous industries including insurance, manufacturing, retail, and technology services. He graduated from the University of Georgia. In his free time, he enjoys spending time with family.

Phone: (404)681-8215


Address: 225 Peachtree Street, NE, Suite 600Atlanta, GA 30303

Brandy Smith, Associate Director at Postlethwaite & Netterville, has extensive experience in governmental and not-for-profit accounting and auditing. She performs financial statement audits and other services for a variety of clients in these and other industries. Brandy is responsible for planning and supervising financial statement audits and single audits. She graduated from the University of New Orleans. In her free time, Brandy enjoys spending time with family.

Phone: (504)837-5990


Address: One Galleria Blvd. Suite 2100Metairie, LA 70001

Christy Sommers, Manager at McCartney & Company, PC, has been with her firm for over 13 years, of those years a CPA since 2004. Christy performs audits and reviews, and supervises the preparation of compilations and tax returns. Her industries of specialization are telecommunications and non-profits. Christy graduated in 1997 from Franklin University with a BS in Accounting, Cum Laude.

Phone: (517)347-5000


Address: 2121 University Park Dr., Suite 150Okemos, MI 48864


Jeff Staley, Senior Manager at Maner Costerisan, graduated from Albion College and has been in public practice since 2000. Jeff has technical expertise in audit, reviews and consulting. His industry specialties include governmental, contractors and trade associations. In his free time, Jeff enjoys reading, kickball, golfing; Jeff has a twin brother.

Phone: (517)886-9517


Address: 2425 East Grand River Ave., Suite 1Lansing, MI 48912-3291

Jason Stephens, Senior Manager at Wegner LLP, joined the firm in January 1999, and has worked on the audit staff with a focus on not-for-profit organizations and compliance, including being leader of the health and residential care practice and more recently the commercial audit practice.

Phone: (608)442-1952


Address: 2110 Luann LaneMadison, WI 53713-3074

Robert Stevens, Audit Manager at Elliott Davis, LLC, is from Tennessee and moved to South Carolina for school in 2000. I have been married for two years and enjoy time at home with my wife Jaime and our dog.

Phone: (864)552-4819


Address: PO Box 6286200 East Broad Street, Ste. 500Greenville, SC 29606-6286


Amy Stoneking, Tax Manager at Lenhart, Mason & Associates, LLC, graduated from the University of Wyoming and began public practice in 2002. Amy has technical expertise in tax and specializes in farm & ranch and oil & gas. In her free time she enjoys camping, fishing, reading and raising her 2 sons.

Phone: (307)234-7800


Address: 135 North Ash StreetCasper, WY 82601

Carolyn Teutenberg, Manager at Durward Jones Barkwell & Company LLP, received her C.A. designation in 2006 after graduating from Brock University in 2005 with a Bachelor of Accounting (Honours) Degree with First Class Standing. Carolyn began her career at a local Niagara Falls firm as a CA student before joining DJB in 2006. Carolyn works in general practice and has experience in providing accounting and assurance services to a variety of businesses and their owners throughout the Niagara region. She presently serves as a member of the firm's Technical Committee.

Phone: (905)357-5711


Address: P.O. Box 8736100 Thorold Stone Rd. Unit 1Niagra Falls, ON L2E 6V6

Brandon Vahl, Manager at Ostrow Reisin Berk & Abrams, Ltd., CPAs, specializes in a wide range of accounting and tax services. His accounting services including audits, reviews and compilations of for-profit and non-profit businesses. His tax services include business counseling, estate planning, tax planning, budgeting, and forecasting, as well as traditional tax return preparation. In his free time, he enjoys running, reading and travel.

Phone: (312)670-7444




Brenda Valente, Accounting and Assurance Manager at Logan Katz LLP, achieved her Chartered Accountant designation in 2001, Brenda joined Logan Katz LLP in 2005, bringing with her top-quality experience in all areas of public accounting, including assurance, business advisory and corporate and personal taxation. Brenda's focused and perceptive approach has proven to be an invaluable resource with respect to the firm's not-for-profit, owner/manager and individual clients alike. In her free time she enjoys Tole painting and crafts.

Phone: (613)228-8282


Address: 6 Gurdwara Road, Suite 105Ottawa, ON K2E 8A3

Jeanne Van Shuff, Senior Manager at Burr Pilger Mayer, has over twenty years of expertise in public accounting specializing in tax compliance and planning for individuals and closely held businesses in various industries, as well as assisting clients with multi-state issues, business valuation, succession planning, and accounting and Quickbooks consulting. In her free time, Jeanne enjoys watching football, reading and wine tasting.

Phone: (925)296-1010


Address: 2001 N. Main Street, Suite 360Walnut Creek, CA 94596

Margaret Vyborny, Audit Manager at Ostrow Reisin Berk & Abrams, Ltd., CPAs, began public practice in 2003. She has technical expertise in for-profit and not-for-profit auditing and also individual and business income tax planning and preparation. Peggy graduated from Indiana University and enjoys travel and reading.

Phone: (312)670-7444




Lee Wagner, Manager at Elliott Davis, LLC, has been in public practice since 2006. He has technical expertise in governmental/single audits, is a CPA and Certified Fraud Examiner (CFE). Lee's industry specialties include governmental and not-for-profit audits. He graduated from Penn State. In his free time, he enjoys music, plays the piano and guitar.

Phone: (864)942-6018


Address: P.O. Box 429340 Main Street, The Professional Bldg.Greenwood, SC 29648-0429

Nate Ward, Manager at Elliott Davis, LLC, has been in public practice since 2004. He has technical expertise in tax, trusts, estate planning and financial planning. His industry specialty is high net worth. Nate graduated from Appalachian State. In his free time he enjoys golf and fishing.

Phone: (864) 3705648



Christopher West, Partner in Charge at Dalby Wendland & Co. PC, a native of the Grand Valley, Chris has over fifteen years experience in public accounting. Currently he serves as the tax principal in charge of the Grand Junction office, overseeing all operations. He provides tax and consulting services to a wide variety of clients in several industries including real estate, small business, and high net worth individuals. In his free time, Chris enjoys golf, hiking, mountaineering and has climbed Mt. Kilimanjaro.

Phone: (970)243-1921


Address: PO Box 430464 Main StreetGrand Junction, CO 81502


Jason Wilkinson, Senior Manager at Dixon Hughes Goodman LLP, is married to his wife of 5 years, Allison and they have a son, Sam. Jason began with his firm after graduate school. He enjoys each day of working with my colleagues and clients. In his free time, he spends time with family, fishes, hunts and works on construction projects.

Phone: (919)875-4977


Address: 2501 Blue Ridge Road, Suite 500Raleigh, NC 27607

Dan Winter, Manager at Burr Pilger Mayer, has been in public practice since 2004. Dan's areas of technical expertise include SEC compliance, revenue recognition, and instruments with characteristics of debt and equity. His industry specialties include networking equipment, fabless semiconductors, software and internet media. Dan graduated from Santa Clara University. In his free time, he enjoys cycling, hiking and travel.

Phone: (408)298-7676


Address: 60 South Market Street, Suite 800San Jose, CA 95113


Documents

Whitney Briggs, Tax Manager at Dixon Hughes Goodman LLP ... Participants Winter 13.pdf · Examiner and Certified Public Accountant with wide-ranging expertise in fraud investigations,