Julie D. Bauman: Julie D. Bauman, CPA, is the owner of Julie D. Bauman, CPA, P.C., located in Falls City, Nebraska which opened in 2002. Prior to opening her office, she worked for a local CPA firm for seven years. She was raised on a farm near Dawson, Nebraska and graduated from Dawson-Verdon High School. Julie is the daughter of John and Karen Ramsey. She married Matt Bauman, a self employed farmer. They have three children, John, Kyle and Rachel. Julie is a graduate of Peru State College, with a B.S. in Accounting and Management. She earned her CPA license in May 1995, when she passed the exam on the first sitting. Julie has been a very active member of the Nebraska Society of CPAs. She has served as chairman of the Governmental Accounting & Auditing Committee and been a member for 22 years. Julie has also served on the Nebraska Society of CPA's Board of Directors and on the Executive Board for three years. Julie was the Chairman for the Nebraska Society of CPAs' Board for 2012. She also serves on a finance committee on the Nebraska Enterprise Fund located in Oakland, NE which supports micro and small businesses access to capital, training and technical assistance. She has been a member of AICPA for 22 years and is a member of Institute of Management Accountants. Julie is licensed in Nebraska, Kansas and Missouri and has ten employees.
James Buckley, CPA: James (Jim) Buckley has proven progressive and extensive experience in auditing, fieldwork, risk assessment, research and financial reporting. Jim partners with public, private, manufacturing, casino, municipal government and non-profit clients to tackle efficiently and effectively, complex internal control systems, plus financial accounting and authoritative reporting requirements. He has fourteen years' instruction experience through PWC and the AICPA along with comprehensive tax experience researching, planning, and preparing corporate, partnership, individual, and multi-state tax returns, audits, and appeals. Additional professional highlights are as follows: James worked at UHY, LLP for five years as a Principal performing the listed responsibilities Engagement management, client service, sales, leadership, people development and strategic business planning for municipal and not-for profit clients. Manage risk and ensure quality control on all engagement activities to ensure communicating correct, complex technical issues and solutions to his clients. Develop and present key topics for both internal and external classes. Make presentations at third party events and successfully market firm services. Pricewaterhouse Coopers for thirteen years as Manager -Assurance Learning & Education Facilitate PwC's Learning and Education Department, including communicating with diverse group of professionals with different levels of experience and varied backgrounds. Instructed audit methodology and technical accounting training courses to all levels of national and international PwC professionals. Helped lead PwC's global team that conceptualized developed and wrote a new training course for 1st year senior associates given to over 3,500 global participants. Manage assurance and audit services to over 30 clients; help strengthen their internal controls, risk monitoring and strategic risk assessments. Support client existing internal audit function and provide outsourced internal audit solutions by customizing audit plans to address their unique risks and objectives. Audit complex technical accounting areas including revenue recognition, inventory variance analyses, goodwill and intangible impairment analysis, purchase accounting for business combinations, stock based compensation and business segments. Continuously communicate with clients, present audit results to management and the Audit Committee, and educate clients on emerging accounting issues. Key member of ten fraud investigation engagements to advise and prepare written recommendations based on misappropriated assets of municipal and casino clients.
Bradley P. Burnett, J.D., LL.M: Bradley Burnett, J.D., LL.M., is a practicing Colorado tax attorney with 33 years of tax practice experience. His practice emphasis is on tax planning and tax controversy resolution. He also prepares a handful of tax returns. Prior to establishing his own law firm in 1990, he practiced tax accounting with national and local CPA firms, worked as a trust officer for a Denver bank and managed the tax department as partner in a medium-sized Denver law firm. After receiving his undergraduate degree in accounting and law degree (J.D.), he earned a Master of Laws (LL.M.) in Taxation from the University of Denver School of Law Graduate Tax Program. Mr. Burnett has delivered more than 3,000 presentations on U.S. tax law throughout all fifty U.S. states, Washington, D.C., the Bahamas, Italy, Greece, Turkey and Canada. He has authored texts of 35 CPE courses. Bradley served as adjunct professor at the University of Denver School of Law Graduate Tax Program, where he pioneered an employment tax course and occasionally pinch hit teaching the IRS practice and procedure topic. He has appeared on television answering tax questions for call-in viewers of Denver NBC affiliate KUSA Channel 9. Brad received the Illinois Society of CPAs Instructor Excellence Award for teaching in Chicago and five times has been the top rated, most requested instructor for CPA Society annual tax conferences. Burnett's seminar style is to deliver the subject matter in briskly paced, enthusiastic and witty fashion. His forte' is the candid communication of practical ideas relating to tax law.
Pamela J. Davis-Vaughn, CPA: Pamela J. Davis-Vaughn is a general practitioner providing accounting, tax and consulting services to clients located across the United States from her office in Dallas, Texas. Her teaching career started when she designed and taught undergraduate and graduate courses in state and local tax at Texas universities, including Baylor, Texas Tech and the University of Texas in Arlington. Pam has over 30 years' experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participating on the mergers and acquisitions team and serving as the Southwest Area Employment Tax practice leader to providing tax consulting services for clients of a regional firm in Dallas, Texas. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry, CFO of a printing and direct mail company and Tax and Accounting manager of a large independent oil and gas exploration firm provide her with significant insight into the challenges faced by those practicing in industry. In addition to her accounting practice, Pam has ownership in and manages an organic farm in upstate New York, a construction and excavation business in upstate New York and a printing and direct mail business in Dallas, Texas. She also has experience working in the oil fields in Kansas, Oklahoma, Arkansas and Texas. Pam holds a BS degree in Business and Accounting from the University of Kansas, an MBA from Wichita State University and completed post-graduate work in International Tax at New York University. She holds a license to practice in Kansas, Texas and New York.
Steve Drzaic: Steve Drzaic, Revenue Educator for the Nebraska Department of Revenue has worked at the Nebraska Department of Revenue for 34 years. He has gained tremendous tax knowledge in his tenure there having worked in many divisions and positions in the Omaha office. Drzaic currently uses this wealth of tax knowledge in the Operations & Information Division of Taxpayer Assistance to educate taxpayers in all tax categories.
Randy M. Dummer, CPA: Randy Dummer is a Partner with HHM in the accounting and audit area, joining the firm in 2011. He is the engagement partner on several employee benefit plan audits at HHM, as well as for automobile dealerships, manufacturers, not-for-profit organizations and other commercial businesses. He also performs numerous peer reviews and serves on the East Tennessee Review Acceptable Board and the Tennessee Peer Review Committee. He was previously the firm wide leader for the employee benefit plan audit practice at Baker Tilly Virchow Krause, LLP in Appleton, Wisconsin. The practice consisted of approximately 700 engagements performed by personnel in eight different offices. In this role, Randy developed and taught the firms internal training annually for their benefit plan audit staff, updated tools and templates, and served as the primary technical resource for employee benefit plan audit issues. He has extensive experience with audits of employee benefit plans, as well as not-for-profit organizations, and commercial businesses. He has been teaching seminars for the AICPA since 2003. Randy is a 2014-15 recipient of the AICPA Outstanding Instructor Award. Randy received his B.S. of Accountancy from the University of Wisconsin at La Crosse.
Bruce Dunn, CPA, CGMA: Bruce J. Dunn, CPA, CGMA, joined Maner Costerisan in 1979 a top 200 CPA firm ranked nationally. He has held many roles at the firm, including Director of Audit Services, Director of Quality Control, President, Vice President, Treasurer, Director of Education Practice Group , Director of the CPA Firm Practice Group, Director of Continuing Education, and Immediate Past President. Beyond his leadership roles, he has worked closely with a diverse group of clients including school districts, colleges, governmental entities, trade associations, nonprofit organizations, CPA firms and closely-held businesses. He is known throughout the firm, and by his clients and colleagues, as the go-to expert for matters regarding education entities, peer reviews and CPA advisory services. He retired in 2017. Maner Costerisan has used AHI training at their firm for over 35 years. With over 35 years of experience in the accounting and consulting field, Bruce has assisted clients with a broad range of technical and advisory issues. He has been training young professional in public accounting for over 35 years. He often shares his extensive knowledge of the industry by serving as a speaker for AHI associates, the Michigan Association of Certified Public Accountants (MICPA) and the Michigan School Business Officials (MSBO) and other organizations. He is consistently rated as an excellent presenter.
Karl Egnatoff, CPA, CITP: Karl Egnatoff, CPA, CITP, has worked as an information technology services provider, a trainer and a programmer related to financial and business technology projects for over 20 years. Prior to this, Egnatoff worked in public accounting as well as in private sector accounting. He has been teaching group live and web-based continuing education since 2006. In addition to being a CPA, he is also a Certified Information Technology Professional (CITP). Egnatoff is a member of the West Virginia Society of Certified Public Accountants, the American Institute of Certified Public Accountants, and the Information Technology Section of the American Institute of Certified Public Accountants. He has also achieved a number of technology certifications including Microsoft Certified Professional (MCP), Certified Software Engineer (CSE) and Certified Integration Developer (CID). During the course of his career, Egnatoff has owned and operated a number of successful businesses. All of these organizations provided consulting and training services. The experience he garnered while running his companies serves him now as he develops and teaches continuing professional education for Phoenix Beach, LLC.
John L. Evanich, CPA: John L. Evanich, Jr., CPA, is a retired tax partner, formerly with CohnReznick, LLP -- the 10th-largest CPA firm in the country. For more than 40 years, John specialized in working with professional service businesses, LLCs, LLPs, and S corporations on tax planning and other tax matters important to them. John has represented taxpayers on hundreds of IRS appeals and court petitions. With over 40 years of experience in public accounting, John is a past president of the Connecticut Society of CPAs (CTCPA), a past member of their Board of Governors, and a former trustee of their Educational Trust Fund. He is also a former member of AICPA Council. Mr. Evanich has lectured and written extensively on tax issues, both locally and nationally. He is a member of the American Institute of CPAs. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. He has also served as chairman of many CTCPA committees, most notably the Federal Taxation, State Taxation, Public Relations, and Technical Consultation Services committees. John has also testified on tax matters of concern to middle- and upper-income taxpayers, as well as small businesses, before the Ways and Means Committee of the U.S. House of Representatives, as well as various Connecticut state legislative committees. Mr. Evanich received a bachelor's degree in accounting with honors from the University of Bridgeport, Connecticut and completed all course work in the Master's in Taxation program at Pace University in New York City.
Megan Ferris: Megan Ferris, an Auditor IV, has worked at the Nebraska Department of Revenue for 20 years. She started as a sales and use tax auditor for the Department. With the passage of the Nebraska Advantage Act in 2005, she transitioned into a position where she works primarily with the tax incentive programs. Over the last 12 years, she has worked exclusively with the Nebraska Advantage Act (LB 312), Employment and Investment Growth Act (LB 775), and the Nebraska Advantage Rural Development Act, (LB 608).
Mike Frost, CPA: Mike Frost, CPA is an associate of MDA Professional Group, P.C. and has been with the Albertville office since 1989. Mike specializes in all areas of income tax and small business consulting including but not limited to: Business and individual income tax preparation and planning, estate and retirement planning, estate, gift, and trust tax preparation, small business consulting, Medicare planning and other elder care, audit representation, religious groups and clergy. Mike has conducted CPE engagements and seminars for the Alabama Society of Enrolled Agents and the Childcare Resource Network of Alabama and has been a featured speaker at the Annual Federal Tax Clinic hosted by the University of Alabama. Mike has served as technical advisor for tax articles published in the Sand Mountain Reporter newspaper, and has been a regular on the public speaking circuit. Mike also conducts in-house training in all areas of income tax for his firm. Mike graduated with "high honors and distinction" from Jacksonville State University with a major in accounting and a minor in finance and a 4.0 GPA. He is a member of the American Institute of Certified Public Accountants and the Alabama Society of Certified Public Accountants. In addition, he is a graduate of the Tax Planning and Advising for Closely Held Businesses Certificate of Educational Achievement Program sponsored by the AICPA.
Edgar H. Gee: Edgar Gee is a local firm practitioner with over 45 years of professional experience. He works closely with small businesses in areas of auditing, tax planning, IRS representation, and litigation support services and business valuations. A noted author, Mr. Gee has published articles in the Tax Advisor relating to the largest independent contractor case against the IRS in U.S. history. He testified before the U.S. House of Representatives Subcommittee on the Oversight of IRS Activities in 1996. He is co-author of PPC's Guide to Worker Classification. Winner of the Max Block Award by NYSSCPAs for Distinguished Article of the Year 2000, “Independent Contractor or Employee: How the Process Works Today,” Mr. Gee speaks nationally to many professional organizations. He was past president of the Knoxville Chapter of the Tennessee Society of Certified Public Accountants. He was the recipient of the Discussion Leader of the Year award from the Tennessee Society of CPAs in 2001.
Robert P. Herman, CPA, CITP, CGMA: Robert P. Herman is a Certified Public Accountant (NJ and NY) holding the Certified Information Technology Professional (CITP) and Chartered Global Management Accountant (CGMA) designations. In addition, he holds a Microsoft Certified Professional (MCP) designation. Prior to becoming an instructor for continuing professional education seminars, he was a partner in a large CPA firm where he practiced tax and serviced the firm's SMB market. Robert then became vice president for a large Sage Software reseller, where he supervised six consultants and led large client ERP installations and analysis. He most recently worked as the Director of Accounting for one of the largest Sage Software resellers. There his responsibilities included payroll preparation and oversight for over 230 employees in 25 states and Canada. He was also responsible for compliance of all tax filing (payroll and sales tax) in those states and in assisting the CFO in monthly financial preparation and analysis. Due to his technical knowledge he was also responsible for implementing, upgrading, and maintaining the company's internal financial and payroll based software systems. Robert's professional affiliations include: membership in the AICPA, New Jersey Society of Certified Public Accountants; past President, Passaic County Chapter of the New Jersey Society of Certified Public Accountants; past chairperson of the Information Technology Committee of the New Jersey Society of Certified Public Accountants; and past member of the Board of Trustees of the New Jersey Society of Certified Public Accountants. Robert served in the US Army as an officer in the MPs and spent time in many countries, including Vietnam.
Chris Hesse: Chris Hesse has more than 35 years of tax experience in public accounting with more than 30 years of speaking and training experience before tax professionals. His career has included tax leadership of a 200-person practice, and extensive tax writing and analysis services. He is an author and instructor of Tax Advisors Update and Farm Taxation Update. Chris has spoken at numerous conferences throughout the country on taxation, agricultural, and estate tax topics and is a past chair of the AICPA Ag Conference committee. He has testified before legislative committees on tax policy matters and has been instrumental in federal and state tax law changes, including an Alternative Minimum Tax provision affecting agricultural producers, farm income averaging, and Washington state excise and estate tax issues.
Vern Hoven, CPA, MT: Vern Hoven, CPA, MT, is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He teaches at Western CPE Federal Tax Update seminars and conferences and produces self-study and webcasts courses as well. Vern consistently receives outstanding evaluations and has won numerous teaching awards, including the prestigious AICPA 2014 Sidney Kess Award for Excellence in Continuing Education. Vern is the author of the best-selling Real Estate Investor's Tax Guide and a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association, which has granted only 400 CSPs out of 3,600 NSA members as of 2006. Vern practiced in the public, governmental, and corporate accounting fields before starting his own public accounting practice in 1973, a firm that grew to one of the largest in western Montana. In 1985, he started his present tax consulting practice. CPA Magazine recognized Vern as one of the top 50 IRS representation practitioners in 2008.
Shelli Huston, CPA, MS: Shelli Huston, CPA, MS is an Oregon native. She attended Warner Pacific College where she received a Bachelors in Business with an Emphasis in Accounting. After obtaining her CPA's license, she continued on to Golden Gate University where she received her Master's Degree in Taxation. Shelli worked in a small tax firm for many years. In 2006, she opened up her own tax and accounting firm. She has watched her business grow and expand to include teaching and writing. Shelli has over 20 years of experience in personal, business, estate, trust, and gift taxation, as well as QuickBooks and payroll. She enjoys working with clients of all types and small businesses, especially new businesses. Shelli is passionate about the importance of being the best professionals we can be. This profession comes with an inherent integrity that takes work to uphold. Through her participation in education, she is excited to assist in upholding the professionalism of the accounting and tax profession.
Paul H. Koehler, CPA: Paul H. Koehler, CPA, of Lincoln is a Government/Nonprofit Services Specialist, providing auditing, training and consulting services to governmental and nonprofit organizations and professionals nationwide. He is a member of the AICPA, the Nebraska Society of CPAs and is a past president of the Lincoln Chapter of the Association of Government Accountants. Koehler is the Nebraska Society's representative to the Mid-America Intergovernmental Audit Forum, and is a current member and past chairman of the Nebraska Society's State and Local Governmental Accounting and Auditing and Not-For-Profit Committees. A frequent speaker on not-for-profit and governmental topics throughout the country, he has been honored by the AICPA, many other state societies and the Nebraska Society for his outstanding skills as a discussion leader.
Daryl G. Krause: Mr. Krause has CPA certifications in several Midwestern states. He practices public accounting as manager and CEO of his regional CPA firm, DG Krause LLC, headquartered in Indianapolis, Indiana. Founded by Daryl in 2005, DG Krause LLC is a member of the AICPA's Employee Benefit Plan Audit Quality Center and performs employee benefit plan audit services for which Daryl serves as the sign-off partner. Since 2008, Daryl has led more than 300 CPE programs for the AICPA, Surgent, the Ohio Society of CPAs, Indiana CPA Society, and other state societies, as well as in-house programs sponsored by firms and organizations. He has led programs in 35 states and the District of Columbia for the AICPA alone. He was a speaker and developed content for a session at the AICPA's National Employee Benefit Plans Conference in May 2017. He has performed technical reviews during the development of certain AICPA CPE programs, with current projects in progress including updating the content of the Leases: Mastering the New FASB Requirements and The Bottom Line on the New Lease Accounting Requirements programs for 2018. He is the Content Matter Expert for AICPA's Accounting Trends & Techniques Employee Benefit Plans – Best Practices in Presentation and Disclosure – Sixth Edition (2016), and author of two 2017 employee benefit plan-related DG Krause LLC CPE programs offered by the Indiana CPA Society. Previously he enjoyed 23 years of diversified responsibilities with Ernst & Young. Industries he served included manufacturing, construction, real estate, and financial services. Roles included Ohio Valley Area Director of Employee Benefit Plan Services; Senior Manager in the Entrepreneurial Services group; and Senior Manager in National Professional Development group, which involved designing, developing and delivering core curriculum Audit and Entrepreneurial Services training programs for the entire U.S. practice. Mr. Krause holds a Bachelors of Business Administration in Accounting from the University of Wisconsin-Oshkosh.
Jeff Lieman: Mr. Lieman currently heads his own consulting firm, Lieman Associates LLC, in Owings Mills, Maryland. He provides consulting services, contractual assistance services, and training to CPAs, their firms, and their clients. He is recognized nationally as a lecturer for various accounting, auditing, and technology topics and has been quoted in various trade journals. In 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Mr. Lieman's previous experience included serving as the chief financial examiner for the Maryland Insurance Administration and being a director for Ellin & Tucker, Chartered. He trained staff in many areas of accounting, administration, and consulting. He also served as a senior manager and national trainer with KPMG in Baltimore, Maryland where he developed training materials for staff and instructors. He was elected Chairman of the Year by the Maryland Association of CPAs for chairmanship of the Computer Resources Committee.
James T. Lindell, CPA, CSP, CGMA, MBA: James (Jimmy) T. Lindell is President of a Wisconsin-based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Corporate Controller, and Corporate Assistant Controller. Jim has worked with a variety of industries including manufacturing, healthcare, not-for-profit, distribution, and food processing. He has participated in more than 50 M&A projects. Jim is a CPA with public accounting experience at several local and regional accounting firms. He is a recipient of the Certified Speaking Professional designation, the highest designation that can be earned by a member of the National Speakers Association. He is a TEC/Vistage Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPAs and the Wisconsin Institute of CPAs and a member of the National Speakers Association. Jim is the author of the AICPA book Controller as Business Manager, and author of the AICPA courses: AICPA's Best Seller Course - Annual Update for Controllers, Analytics and Big Data for Accountants, Strategic Planning: A Simplified and Workable Approach for Private Companies, and AICPA's Controllership: 25 Critical Lessons from the Trenches. Jim also authored and was part of the AICPA video and course, Minimizing the Effects of a Recession on Your Business. He is a contributing author of the AICPA course The Fast Close, Soft Close, Virtual Close? Now Days, Not Weeks. Jim is a seven-time recipient of the AICPA's Outstanding Discussion Leader Award.
Jennifer F. Louis, CPA: Jennifer F. Louis, CPA has over 25 years of experience in designing and presenting high-quality training programs in a wide variety of technical accounting, auditing, and “soft skills” topics needed for professional and organizational success. She is the principal author of audit and attest related courses for Surgent and a frequent speaker at Surgent live programs and seminars. In 2016, she received the Surgent Outstanding Discussion Leader Award because of her consistently high evaluations for knowledge and presentation skills. Ms. Louis is also the president of Emergent Solutions Group, LLC, a company she founded in 2003, dedicated to developing and delivering a wide variety of accounting and auditing training services, including audit staff training, audit productivity improvement, and value-added auditing. Prior to that, she was executive vice president/director of training services at AuditWatch, Inc. Before joining AuditWatch, Ms. Louis was the financial/operational internal audit manager at AARP. While at AARP, she served as one of their specially trained facilitators available as a resource throughout the organization for designing and leading strategic meetings and training sessions. Ms. Louis was also an audit manager for Deloitte and Touche, LLP. During her years in that firm's Washington, D.C. office, she served as an instructor for the firm's national “Train the Trainers” program. Ms. Louis graduated summa cum laude from Marymount University with a BBA in accounting.
Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM: Marcy J. Luth, CPA, PFS, CMA, CFM, CGFM, (Almquist, Maltzahn, Galloway & Luth, P.C.) a corporate shareholder, Marcy joined the firm in June, 1990, and was promoted to Corporate Shareholder in 1995. She graduated summa cum laude from Hastings College in May 1990 and earned the Gold Certificate Award and the Elijah Watt Sells Award for her performance on the Uniform Examination for C.P.A.'s. She also received a Master's Degree in Business Administration from the University of Nebraska at Kearney in May, 1994. A Wood River native and resident of Grand Island, Marcy is the chairperson of the firm's Accounting and Auditing Department. Her audit experience includes not-for-profit organizations, nursing homes, cities and villages, state and local governmental agencies, feedlots, agricultural businesses, school districts, retail and wholesale trade, manufacturing and construction contractors. Her tax experience includes individuals, corporations, partnerships, limited liability companies and exempt organizations. Marcy is a Personal Financial Specialist (PFS) and she has also earned the Certified Management Accountant (CMA) designation. She is a Certified Financial Manager (CFM) and a Certified Government Financial Manager (CGFM). She is secretary of the State Board of Public Accountancy, is vice chair of the Grand Island Community Foundation, and serves on the Board of Directors for Hastings College and the Saint Francis Medical Center Foundation. In the past, she has served on the Board of Directors of the Nebraska Society of CPAs, as Chair of the NSCPA State and Local Governmental Accounting & Auditing Committee, as Treasurer for the Board of Directors of College Park and as Treasurer of the Third City Community Clinic. Marcy is a member of the American Institute of Certified Public Accountants, the Nebraska Society of Certified Public Accountants, the Institute of Management Accountants, the Association of Government Accountants, and the Grand Island Chamber of Commerce.
Peter A. Margaritis, CPA, CGMA: Peter Margaritis, CPA is a keynote speaker, communication strategist, and improv virtuoso, Peter is the author of two books, Improv Is No Joke: Using Improvisation to Create Positive Results in Leadership and in Life and Taking the Numb Out of Numbers: Explaining and Presenting Financial Information with Confidence and Clarity. Peter works with financial professionals to help change their mindset and believe that strong communication skills are the most effective way of delivering your technical knowledge and building strong business relationships. The underlying premise in everything Peter does is the power of applied improvisation. He focuses his strategies using two powerful words, YES! AND, along with the concept of listening to understand. This strategy promotes a stronger connection with customers and clients leading to higher profits and higher retention of your employees. Peter has delivered over 500 of keynote speeches and workshops in 38 states in the U.S. and across Canada and the Caribbean. His clients range from Fortune 500 companies, family owned business, national, regional & local public accounting firms, and national and state associations. Peter earned his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at THE Ohio Dominican University in Columbus, OH. Peter is also a blogger, writer, humorist and a podcaster. His podcast, Change Your Mindset can be found on his website, along with iTunes, Stitcher and Google Play. You can visit his website (petermargaritis.com) to watch his video’s, read his promotional resources which include a variety of magazine articles, along with his weekly blog. Peter lives in Westerville, OH with his wife, 17-year-old son, and two Labrador retrievers. His passion is his family and improvisation, along with a love of humor, and at times he performs both improv and stand-up comedy. Peter earned is his Bachelor’s in Business Administration from the University of Kentucky, a Master’s Degree in Accountancy from Case Western Reserve University and he is a licensed, non-practicing, CPA in Ohio. He has worked for companies such as Price Waterhouse, Victoria Secret Catalogue (not as a model), two large banking institutions and has managed restaurants in his day. Don’t be surprised – he is Greek. He was also an assistant professor of accounting and taught in the MBA program at Ohio Dominican University in Columbus, OH. Peter is a member of the American Institute of CPAs, Georgia Society of CPAs, Maryland Association of CPAs, Ohio Society of CPAs, and the National Speakers Association. He is also the past chairman of the Ohio Society of CPAs executive board and a former delegate to the AICPA governing council.
Jim Martin, CPA, CGMA: Jim Martin, is a true “general practitioner” who, for 30 years, has specialized in both income tax and accounting and audit areas. In addition to serving the accounting and tax needs of 200 clients, Jim performs up to 70-75 continuing education seminars per year for CPAs and attorneys throughout the United States. To date, he has prepared and presented over 1800 full and half-day seminars on accounting and taxation topics. Jim's philosophy of CPE is simple: spend the class time on topics of applicability and relevance to all and present the topics in an entertaining and fast moving manner. Jim also regularly consults with CPA firms throughout the United States on a variety of accounting and auditing technical issues and serves as expert counsel in litigation manners.
Dr. Robert Minniti, DBA, CPA, CFE, Cr.FA, CFF, CVA, MAFF, CGMA: Dr. Minniti is the President and Owner of Minniti CPA, LLC. Dr. Minniti is a Certified Public Accountant, Certified Forensic Accountant, Certified Fraud Examiner, Certified Valuation Analyst, Certified in Financial Forensics, Master Analyst in Financial Forensics, Chartered Global Management Accountant, and is a licensed private investigator in the state of Arizona. Dr. Minniti received his doctoral degree in business administration from Walden University, received his MBA degree and Graduate Certificate in Accounting from DeVry University's Keller Graduate School of Management, and received his Bachelor of Science in Business Administration degree from the University of Phoenix. Dr. Minniti teaches graduate and undergraduate courses in accounting, fraud examination, fraud criminology, ethics, forensic accounting, external audit, and internal audit, at DeVry University, Grand Canyon University, Northwestern University, and the University of Phoenix. He designed graduate and undergraduate courses for Grand Canyon University, Northwestern University, and Anthem College. He is a writer and public speaker. He has experience in forensic accounting, fraud examinations, financial audits, internal audits, compliance audits, real estate valuations, business valuations, internal control development, business continuation planning, risk management, financial forecasting, and Sarbanes-Oxley compliance work. Dr. Minniti is an instructor teaching continuing professional education classes for the American Institute of Certified Public Accountants, Compliance Online, CPE Link. AccountingEd, Global Compliance Panel, Clear Law Institute and various state CPA Societies.
Michael J. Morgan: Michael J. Morgan is President of Langford Educational Enterprises, Inc., a consulting firm specializing in international auditing and taxation located in Griffin, Georgia. An accomplished author and instructor with over 35 years of experience in public speaking, Morgan has traveled internationally, writing manuals, and conducting seminars on accounting- and auditing-related topics for former communist countries. He is the recipient of several "Outstanding Discussion Leader" awards from the New York, Illinois, Nevada, and Virginia Society of CPAs on the topics of accounting and auditing, staff training, governmental, and not-for-profit entities. For several semesters, he was an accounting instructor in the School of Business at Old Dominion University located in Norfolk, Virginia. In 2015 and 2016, he received the Surgent Outstanding Discussion Leader Award because of his consistently high evaluations for knowledge and presentation skills. Morgan is licensed as a Certified Public Accountant in Georgia, Virginia, and New York. He is a past member of the Virginia Society of CPAs. He is a member of the Georgia Society of CPAs and the Association of Certified Fraud Examiners.
Nick Niemann: As a state tax attorney, Nick Niemann (McGrath North Law Firm) works with company executives, tax and legal personnel and their outside CPA firms and legal counsel to address state and local tax and incentive planning strategies and resolution of state tax and incentive disputes (audits, appeals and settlement). Niemann was the principal designer and drafter of most of Nebraska's economic development tax incentive programs (e.g. 1987's LB775 and 2005's LB312 Nebraska Advantage Programs and Nebraska's capital gain exclusion). These programs have resulted in over 600 business expansions, 100,000 new jobs and $20 billion of capital investment throughout Nebraska. Niemann was also the principal designer and drafter of several other Nebraska business taxation and exemption statutes, such as the single factor apportionment formula, the corporate income tax throwback repeal, the manufacturing sales tax exemption and the personal property tax depreciation system, as well as the 1992 constitutional amendment to fix the property tax system. Nick has been a frequent speaker on various State Tax and Incentive topics, including programs for the Nebraska Society of CPAs, the Great Plains Federal Tax Institute, the Council On State Taxation and the Tax Executives Institute. A Creighton University graduate with BSBA and J.D. degrees, he is a tax attorney and a Nebraska CPA-Inactive.
Matt Ottemann: Matt's experience and strategic solutions provide welcome relief for clients facing current or anticipated tax audits, and in need of expert counsel for tax planning and assessment defense. He also helps clients head off potential problems at the pass, understanding and planning for the tax ramifications of significant business events. Matt's analytical approach keeps his clients informed on how the law will, or could, affect their business decisions. Looking at situations with a business model analysis helps Matt spot potential pitfalls the client might have overlooked, and it helps keep the big picture intact – from transaction to transaction. And, if a dispute should arise, he stands by his team's ability to provide superior representation. Matt specializes in taxation, including state and local taxation, state tax disputes and appeals, state business tax incentives, and site selection and planning. He has represented clients of all sizes in both income, withholding, and sales tax assessments and claims before the Nebraska Department of Revenue. In addition, Matt has an extensive background in state tax incentives, including the Nebraska Advantage Act and Iowa's incentive programs, and has advised clients of all sizes with their tax incentive applications and claims. Matt has been selected as an adjunct faculty member to teach business students at Creighton University College of Business for several years. Matt has also served as an adjunct faculty member to law students at the Creighton University School of Law. Matt is admitted to practice before the United States District Court, District of Nebraska; the United States Tax Court; the United States Court of Federal Claims; the United States Court of Appeals, Eighth Circuit; and in Nebraska state courts.
Heather Pemberton, CPA: Heather Pemberton, CPA, is a Nebraska native who grew up on a farm outside of Auburn, Nebraska. She obtained her Bachelor of Science in Business Administration – Accounting and Master of Arts – Accountancy from the University of Central Missouri (UCM) in 2007 and 2008, respectively. After graduation she spent nearly four years working at KPMG in the state and local tax (SALT) practice before taking a break from public accounting to accept a teaching position at Peru State College. After two and a half years of teaching full-time she decided the time was right to return to public accounting and began working with a large CPA practice in Lincoln as part of the State and Local Tax Services practice. While with the Lincoln firm she worked on a number of SALT consulting engagements and wrote articles pertaining to developments in the state tax area. In August of 2015 Heather parted ways with the Lincoln firm and became a part of the team at Roger Liven good & Associates to operate their newly formed Auburn (NE) branch office.
Steven M. Phelan, CPA, CITP: Steven M. Phelan, CPA.CITP manages an accounting practice based in Oklahoma City, Oklahoma. Areas of practice include taxation, accounting, business advisory and technology consulting services. He is both a Certified Public Accountant and Certified Information Technology Professional and received his Bachelor of Accountancy degree from the University of Oklahoma. He also holds several vendor specific software certifications. Steven is a member of the Oklahoma Society of CPAs (OSCPA) and the American Institute of CPAs. Through the OSCPA, he has served on the board of directors, was instrumental in creating the New CPA Committee, served as chair of the Technology Committee and has served on numerous other committees. In 2012, Steven was selected as a Trailblazer, an OSCPA member under 40, recognizing innovation, professional dedication and community commitment. He also received the OSCPA President's Award for his work with the New CPA Committee. Steven is active in the Mustang, Oklahoma community and is currently serving as Treasurer for the Mustang Public School Foundation. Previously, Steven served as Treasurer for Friends of the Mustang Public Library, Inc. Steven was added as a discussion leader for K2 Enterprises in 2013. Through K2 Enterprises, Steven speaks to CPAs throughout the nation covering a variety of computer software and technology related topics. Mr. Phelan is also a frequent speaker at seminars and conferences sponsored by a variety of state and local organizations. Steven has written many technology related articles for state and national publications. He was also a frequent contributor to CPA Practice Advisor where he reviewed tax and accounting related software solutions.
Arthur G. Pulis: Arthur G. Pulis has been actively involved in training and consulting since 1981. During that time he has been awarded numerous awards as a training professional by state CPA societies, banking organizations, and the AICPA, where he was included among the top seminar leaders several times. Prior to entering consulting, Pulis had a varied career in financial services having worked for The Bank of New York and other banks in New Jersey. For several years, he was founder and chief operating officer of Horizon Creditcorp, which was then the world's largest yacht finance company.
Jodi Rinne, CPA: Jodi Rinne joined HSMC Orizon LLC in 2000 after successfully starting her career at PriceWaterhouseCoopers where she worked for eight years in the Omaha, Nebraska office. Jodi's public accounting experience has been focused on audit and consultation. She has served clients in a variety of industries, but her focus has been mainly with ERISA plans, manufacturing and wholesale distribution, Colleges & Universities, School Districts, and Local Governments. Jodi has also done public speaking for events and educational training. She is also very involved in the AICPA's Peer Review Program.
Anthony Rocca: Anthony is a shareholder in Werner Rocca Seminars Ltd., and has led nearly 100 lectures annually in both live format and online through webcasts and webinars. Anthony devotes most of his professional time to practicing law in corporate business transactions, estate planning and administration and tax matters. He received his B.A. in Political Science from the Pennsylvania State University. He holds a J.D. from Temple University School of Law. Anthony enjoys spending time with his family and also enjoys the outdoors and cooking.
Bruce Shepard, CPA: Bruce Shepard was most recently an assistant professor of accounting at George Fox University and an adjunct professor of accounting at the University of Oregon, prior to becoming an instructor for the AICPA in 2012. From 2006-2010, Mr. Shepard was the Chief Financial Officer of Las Vegas Gaming, Inc. in Las Vegas, Nevada, where he had full management responsibility for all financial affairs, daily business operations, administration and human resources. From 1985-2006, Mr. Shepard was in charge of the Middle Market Practice for PricewaterhouseCoopers, LLP in Portland, Oregon, where he served as an Assurance Partner from 1989-2006 focusing on providing proactive business advisory services to fast-growing companies. Bruce has many years of trusted business advisor experience around Portland, Oregon where he practiced for 33 years. In addition, Bruce has taught all of the accounting and auditing classes, fraud and forensics, pension auditing, SAARS, COSO, and governmental accounting and auditing classes for the AICPA for the last six years including being the lead instructor on GASB 68. Presently, Bruce is the author of the AICPA course, Audits of Banks and Other Financial Institutions. At PricewaterhouseCoopers, LLP, Mr. Shepard spearheaded over 100 acquisitions and divestitures by leading in the financial structuring of the transactions. He worked with clients to develop strategic plans for short-term and long-term growth. He assisted both start-up companies and beyond start-up companies with attaining their needed growth capital. Mr. Shepard wrote an article, Financing Entrepreneurs, in 1999 for the Oregon Society of Certified Public Accountants. Mr. Shepard was awarded “Beta Alpha Psi Professional of the Year” in 2006 for sustained involvement with the University of Oregon.
John N. Sherrick: John N. Sherrick is a partner of Sitrick & Associates, LLC in Bettendorf, Iowa. He prepares tax returns and financial statements for closely held companies and their owners. He also provides a variety of income tax, retirement, and estate-tax planning services for his clients. He also serves as an expert witness for business valuations and other tax and accounting issues. He is also a discussion leader for continuing education courses in the tax arena on a national level. John was recognized by the NCACPA as an Outstanding Seminar Speaker for 2013, and he is also the recipient of the 2011 James L. McCoy Discussion Leader of the Year Award as well as a Surgent Outstanding Discussion Leader Award in 2016. John has over 45 years of experience in public accounting with local firms. His experience includes a wide variety of tax and accounting issues for small businesses in a number of industries. He also has had experience in auditing and taxation of not-for-profit organizations on the local and national level. Sherrick received his Bachelor's degree in Economics and Business Administration from Knox College in Galesburg, Illinois. He then received his Master's degree in Accounting from the University of Iowa, in Iowa City, Iowa. He is licensed in both Iowa and Illinois and is a member of the Iowa Society of CPAs and the Illinois CPA Society.
Byran Slone, CPA: Bryan previously served as Tax Counsel to a Member of the U.S. House Ways and Means Committee during consideration of the 1986 Tax Reform Act, Assistant to the Commissioner (Legislative Liaison) of the Internal Revenue Service, co-founding partner of a law firm practice in Berlin, Germany, and a tax partner and office managing partner in Nebraska at Deloitte. In addition, he is a former candidate for Governor of Nebraska. Bryan provides advice to clients in the areas of federal and state taxation, tax dispute resolution, international tax and transfer pricing, bankruptcy tax, mergers and acquisitions, corporate law, and government policy and administrative procedure. Bryan has served domestic and international clients particularly in the financial services, manufacturing, transportation, consumer products, and technology industries.
Robert Thelen, CPA: Mr. Thelen was president, CEO and sole shareholder of a financial services company from 1992 through 2008. The company was heavily involved with income tax returns, payroll preparation and reporting, pension plan administration and compliance, retirement and individual financial planning, life, health and property/casualty insurance planning and sales, and representing clients before taxing agencies. Before that he was a manager in the tax department of a large regional CPA firm. He started his professional career as a Revenue Officer and then a Tax Auditor with the Internal Revenue Service from 1980 through 1989. Bob holds a Masters of Pastoral Ministry from Saint John's University School of Theology. He received his Bachelors of Arts degree from Metropolitan State University. Bob is also the current Mayor of Cold Spring, MN. He is a member of the MNCPA and the AICPA.
Peter J. Towle, CPA, J.D., LL.M: Peter Towle is a sole practitioner with a general civil practice that includes business and commercial litigation, taxation, family/domestic relations, probate and estate planning, personal injury, accountant's malpractice, and sports & entertainment representation. Prior to his successful law practice, Mr. Towle worked with a national accounting firm where he had substantial involvement in the development and teaching of various tax courses. He is a member of the bar association in both Tennessee and Florida. A certified public accountant, Mr. Towle is an active member of the American Institute of Certified Public Accountants, the Tax Sections of the Tennessee and American Bar Associations, and the Tennessee Society of CPA's. He is a registered investment advisor in the state of Tennessee.
Douglas J. Van Der Aa, CPA: Doug is a lively and energetic speaker – especially on the subject of taxes and ethics. He has been a highly rated speaker and seminar leader for CPA Associations and other organizations throughout the country for more than 18 years. Doug has over 25 years of professional experience, including tax practice in CPA firms and the practice of transactional business and real estate law as an attorney. As a CPA, Doug's practice concentrated on the tax needs of closely held businesses, with their related pass-through entities, complex individual returns, estates and trusts. Doug taught for 12 years as an Adjunct Instructor and for one year as Assistant Professor of Accounting and Taxation for Grand Valley State University's Seidman College of Business, where he taught in both the undergraduate and MST programs. He earned his Bachelor of Arts degree with a major in accounting from Dordt College and his Juris Doctor from the University of Illinois College of Law. Doug is an avid sailor and lives with his wife Mary and three children in Byron Center, Michigan.
Arthur Werner: Art is president of Werner Rocca Seminars Ltd., and he leads our team through innovation, strategy, and operations. He is passionate about learning and teaching as he has instructed over 100 live seminars this year and another 100 or more online training with webinars and webcasts annually. Art received his B.S. in Accounting and his M.S. in Taxation from Widener University. He holds a J.D. in Law from the Delaware Law School. When Art is not enjoying time with his wonderful family he is most likely enjoying an ice hockey game as he is a huge fan!