NEBRASKA SOCIETY OF
Certified Public Accountants
SERVING NEBRASKA AND ITS CPAS SINCE 1928
CPE DISCUSSION LEADERS

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.

Jeanette Bax-Kurtz: Jeanette is the Director of Not-for-Profit and Regulatory Services for Mueller Prost and coordinates the firm’s delivery of audit, tax and advisory services to tax exempt and other organizations, including not-for-profit, real estate, and healthcare industries. Her considerable knowledge base has been the source of assistance for many directors, trustees, government agencies, owners and consultants in solving challenges facing a dynamic environment. Jeanette is a graduate of University of Missouri, St. Louis with a B.S.B.A. concentration in Accounting and a Minor in Mathematics. She has more than 30 years of experience in public accounting. Jeanette is a Certified Public Accountant in the States of Missouri, Illinois, Nebraska, and California. She is a member of the American Institute of Certified Public Accountants, Missouri Society of Certified Public Accountants, Affordable Housing Association of Certified Public Accountants, Missouri Municipal League, National Center for Employee Ownership, and AGA - Advancing Government Accountability. She also co-chairs the Allinial Global Not-For-Profit Community of Practice.

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.

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.

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).

Brian Gosline: Brian’s primary practice is in individual, corporate, partnership and estate and gift taxation and planning as well as valuations. Mr. Gosline received his B.B.A. and J.D. degrees from Gonzaga University in Spokane. He is a member of the Washington State Bar Association and Spokane County Bar Association. Mr. Gosline is a C.P.A. and is a Past President of the Washington Society of Certified Public Accountants and formerly served on the Board of Directors and as Chair of numerous WSCPA Committees. He is a member of the Association of International Certified Professional Accountants. Mr. Gosline was President of the Gonzaga University Alumni Board of Directors and a member of the Gonzaga University Board of Regents. He has served as an officer and member of numerous boards of financial institutions, non-profit and charitable organizations and is a Past President of Spokane South Little League. He has spoken before various groups on corporate and individual tax matters as well as estate and gift taxation and has written numerous articles for national and local publications involving various issues of income, estate and gift tax planning. He was named an Outstanding Discussion Leader by the AICPA for 2015, 2016 and 2017.

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.

Michele Kemp: ACAS, LLC was established and is solely owned by Michele Kemp, CPA in 2011 to operate a Certified Public Accounting Firm located in Little Rock, Arkansas. She began her public accounting career at BKD, LLP, the 11th largest CPA firm in the country where she left as a Manager to start her own firm. Prior to establishing the Limited Liability Company, Michele provided services as a sole proprietor for five years. She worked to grow her practice, and now has a team with over 25 years of combined experience in the accounting, tax and consulting industry. The firm’s commitment to quality work and personal service sets us apart from other accounting firms. Our certified public accountants have the experience and expertise to help our clients achieve success. Additionally, our entire professional team attends on-going training to keep up-to-date on issues affecting our clients.

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.

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.

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.

Bruce Nelson: Bruce, MA, is a CPA with over 30 years’ experience in federal and state and local tax (SALT) and is the Director of the SALT group at EKS&H, LLLP. Prior to joining EKS&H, Bruce spent three years with a law firm specializing in tax audit defense and litigation; two years as the Manager of Tax Policy at the State of Colorado; and before that, he was a Senior Tax Manager for several years in a “Big Four” accounting firm.

Avi Perl: Avi joined Weinstein Spira in 1979 and was admitted as a shareholder in 1988. As the leader of the Estate Tax and Trust practice, Avrohm combines an engaging personality with business and tax acumen. For over twenty years, he has guided families through the complexities of estate and gift planning, with the aim of preserving the wealth and family while minimizing potential tax consequences. Mr. Perl is passionate about education and regularly speaks on the subject of estate planning. His topics also include trust selection and implementation, consultation on wills, and tax return preparation and income tax planning. In addition, he teaches Jewish law and philosophy three times per week. He currently is a member of the American Institute of Certified Public Accountants, the Texas Society of Certified Public Accountants, and the Houston Business and Estate Planning Council. Mr. Perl has a BBA in Accounting from the University of Houston, and has also pursued graduate studies in Talmudic Law at Yeshiva University in New York City and Jerusalem.

Nick Preusch, CPA, JD, LLM: Nick is a tax manager with PBMares, LLP, in Fredericksburg, VA. At PBMares, LLP, he works with high wealth individuals and mid- to large-size companies focusing on tax controversy and complex tax issues. In addition, Nicholas is an adjunct professor at the University of Mary Washington. Nicholas has been published in the AICPA’s Journal of Accountancy and Tax Adviser, and in CCH’s Journal of Tax Practice and Procedure. He co-authored the textbook Tax Preparer Penalties and Circular 230 Enforcement, published by Thomson West. Nicholas was named one of the VSCPA’s Top 5 Under 35 in 2017 and CPA Practice Advisor’s Top 40 Under 40. Prior to joining private practice, Nicholas started his career as an IRS Revenue Agent. He later joined the IRS Office of Professional Responsibility as an enforcement attorney. While at OPR, he was the lead attorney on several milestone cases such as Gass and Pezzo. Nicholas is a graduate of Carthage College with a degree in Accounting and Business; he has also earned a Master of Science in Accounting from the University of Connecticut, his JD from Case Western Reserve University, and his LLM in Taxation from Georgetown University.

Curtis J. Quickel: Curtis is an individual practitioner in Fayetteville, Arkansas. Before establishing his own practice, he worked several years in the industry as a corporate controller. As a retired Lieutenant Colonel from the U.S. Army Reserves, he taught courses at the U.S. Army Command and General Staff College in Ft. Leavenworth, Kansas. He also completed three combat tours in Iraq, Kuwait, and Afghanistan. He is a past president of the Central Chapter of the Arkansas Society of CPAs and Past Chairman of the Industry and Commerce Committee. Curt is the current recipient of the Arkansas Society of CPAs Outstanding CPE Speaker Award and a past recipient of the Arkansas Society of CPAs Outstanding CPA in Government Award. He has been a Continuing Professional Education discussion leader since 1998.

Stephen Renberg: For almost 25 years Steve was the independent business owner, acting CEO and CFO, of Silver Sage Construction, Inc.; a company which built custom residential housing and light commercial buildings. Steve provided all accounting and tax services to the company.

Several years before that Steve worked in tax and small business corporate and partnership services for Haskins & Sells in Boise, ID. Additional duties were working on audits of banks and governmental agencies as well as heading up and teaching the internal CPE for the firm.

Steve has more recently taught at Boise State University; Accounting Principles, Managerial Accounting and Intermediate Accounting, while his emphasis is in accounting and taxation.

Jodi Rinne, CPA: In her role as Government Market Leader, Jodi is responsible for growing overall service for the government market by managing all aspects of the value creation cycle and will work with the government team members throughout the firm to ensure a wow experience is being delivered.

Jodi, who is located in the firm’s Omaha market, is a CPA with more than 25 years of experience in public accounting, focusing mainly on local governments, including cities, counties and school districts; ERISA plans; commercial real estate, including HUD audits; and colleges & universities.

Rob Roberson: Ron is a well-known tax lecturer who has more than 20 years of experience teaching throughout the United States. Ron annually speaks to thousands of tax professionals about the latest business and personal tax law developments, using his sense of humor and friendly speaking style to keep people coming back year after year. In addition to authoring multiple tax articles and manuals, Ron also continues to work with his partner in a tax and accounting practice in Sonora, California. Ron includes real life examples from his practice to make tax issues come alive and help complicated subject matter make more sense.

Patrick D. Rogan: Patrick is a Professor of Accounting at Cosumnes River College, where he teaches various accounting and tax courses. He is a member of the AICPA and the California Society of Certified Public Accountants, as well as past chair of the Financial Literacy and Technology committees and a past president of the Orange County/Long Beach and Sacramento chapters. He is a California Real Estate Broker and has been a Certified QuickBooks ProAdvisor since version 2006. He has extensive experience as a controller and CFO for many companies, and regularly consults small and medium-size businesses on business and technology matters in various industries. His industry experience includes manufacturing, wholesale, distribution, and service. These functions include accounting, tax, and strategic planning; business plans and cash flows preparation; and supply chain management, including EDI and E-Commerce as well as back office integration. He prepares income tax returns and performs tax planning for individuals and businesses. Patrick is the Los Rios Community College District education site coordinator for the California Tax Education Council. This program teaches students to prepare income tax returns in California and become registered tax preparers. In 2007, Patrick created the CRC Volunteer Income Tax Assistance program, which he ran for seven years. During the last year of his involvement the CRC students prepared over 400 tax returns for low-income taxpayers. Patrick has created and taught numerous tax- and computer-related classes and written a number of articles on relevant business, tax, and technology topics.

James M. Sausmer: James is an instructor with Surgent. Previously, Jim spent 28 years as an accounting and audit partner with a regional CPA firm in New Jersey. He has over 42 years of public accounting experience with both large and small firms, providing accounting, audit, tax, and consulting services to closely held and family-owned businesses. Jim’s quality control review has been a major contribution to those firms. His background also includes instructing accounting classes as an adjunct professor at the college level. Jim is a graduate of the State University of New York at Albany, BS degree in Accounting, and has a Master of Business Administration degree in Accounting and Taxation from Pace University in New York City. He is a member of the AICPA and NJSCPA. His credentials include Accredited in Business Valuation by the AICPA and Certified Valuation Analyst by the National Association of Certified Valuators and Analysts. He also serves as the Treasurer of the Middlesex County College Foundation.

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.

Thomas G. Stephens, Jr., CPA, CGMA, CITP: Tommy opened his public accounting practice in the metropolitan Atlanta area in 1994 after leaving BellSouth. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-two years, Mr. Stephens has presented over 2,500 educational sessions to over 65,000 participants nationwide.

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!

7435 O Street, Suite 100
Lincoln, NE 68510
(402) 476-8482
(800) 642-6178
(402) 476-8731