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CEO Corner
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Dear Hannah,
Happy Friday! I am writing to you today from Newport Beach, California, where I have been this week attending our annual midwinter meeting with the CEOs of other state societies throughout the country. Naturally, the highlight of the meeting was a candid conversation with Barry Melancon, CPA, CGMA, president and CEO of the AICPA and CEO of the Association of International Certified Professional Accountants, who heavily focused on CPA evolution, sharing how we can continue to retain top talent while
providing them with the essential skills they need to adapt to the rapidly changing profession. He also discussed why we must focus on the future of assurance and stressed the importance of growing the assurance and attest functions to include systems and controls.
At the meeting, we also heard from Sheri Jacobs, president and CEO of the Avenue M Group, who gave an in-depth presentation on the countless ways our members are changing and how state societies need to re-evaluate the benefits we offer to make sure that we are continuing to address those changes. She will be helping us establish a new strategic plan after tax season and we are so excited to continue sharing the initiatives we organize in the year ahead.
We'll also be bringing a stellar line up of speakers to our annual Nonprofit Conference on January 23 in Westborough who will cover cybersecurity, tax reform, reporting, governance, political activity and much more! To see who's already registered, click here. Can't join us in person? We're also offering a broadcast session so you can tune in from the comfort of your own home or office!
I also wanted to remind you that our popular small firm roundtables return next week in eight locations! This is a great opportunity to discuss challenges and ideas with peers in your area. See below for details.
Have a great weekend! Amy Pitter
MSCPA President/CEO |
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Get Involved
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January Small Firm Roundtables (1/13 - 1/24)
Our Small Firm Roundtables return next week! Join us at a location near you! To register for a specific location, click on the link below. If you would like to request a specific location that isn't currently listed, please contact Jill Foley.
Topics of discussion are based on your feedback, so please submit specific questions and agenda items you'd like to see covered to Jill Foley.
Attendees will earn two CPE credits.
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Sign up for our fourth annual MSCPA Fitness Challenge,
sponsored by Integrated Partners to help you stay active this tax season and winter!
The challenge will run Wednesday, February 5 – Wednesday, April 15.
Gather your coworkers and sign up a team by 11:59 p.m. on Tuesday, February 4. Team totals will be calculated by average in ChallengeRunner, and teams of up to 50 participants can sign up (individuals too!). Award categories will be based on the following team sizes and we'll also have an overall winner:
- 1 (Individual Team);
- 2 – 10 Team Members;
- 11 – 20 Team Members;
- 21 – 30 Team Members; and
- 31 – 50 Team Members.
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Save the Date for our tenth annual MSCPA Day of Service that will be held on Friday, June 5! The CPA Day of Service is the perfect opportunity for your organization to come together as a team, give back to the local community and unite with other members of the CPA profession! We have partnered again with Cradles to Crayons – a nonprofit organization that helps children in need across the Commonwealth. They will be holding a "CPA Industry Day" for members at their new Newton warehouse space located at 281 Newtonville Ave. on Friday, June 5.
Please note: Members are also encouraged to volunteer at another organization if desired and/or on a date that works best with their schedule if they see fit.
To learn more about the Day of Service, click here.
To sign up, please fill out this form by Friday, May 29.
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Get Featured in
SumNews
Are you or someone you know doing something innovative in the accounting industry, quickly advancing in the profession, or have an interesting background or unique hobbies outside the office? We're looking for members to feature as a "Member Spotlight" and "Rising Star" in upcoming issues of
SumNews.
To nominate a Member Spotlight, click here. To nominate a Rising Star, click here.
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Networking Events
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Firm Administrator/Operations Manager Lunch
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If you are in charge of firm operations, HR or professional development, this is the event for you! Our firm administrator/operations manager lunch will be held on January 24 at McLane Middleton in Woburn. Attendees will meet with MSCPA staff, learn new ways to get involved and network with other firm administrators and operations managers. REGISTER
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Featured Member Benefits
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The process of tracking your CPE has never been smoother! Save your CPE Tracker as a PDF file and easily upload and submit your record to the Board of Public Accountancy! All MSCPA members have access to the CPE Tracker, which automatically inputs CPE credits taken with the MSCPA, and you can manually enter and manage ANY third-party CPE. VIEW YOUR CPE TRACKER
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Massachusetts Employer Health Coalition
Cold and flu season is here! Does your staff know where to go when their doctor's office is closed? The Massachusetts Health Coalition's toolkit was designed for you to brand and share with your team. These resources are available for you to help spread awareness on healthcare savings, specifically patient overuse of ER services and to encourage employees to consider all potential options when seeking care. LEARN MORE
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Healthworks Fitness Center for Women
Members have access to discounts to over 100 group exercise classes per week (included in membership), state-of-the-art cardio and strength training equipment, complimentary towel service and much more. All female members (and female spouses/domestic partners of members) receive $10 off at any Healthworks location and $20 off monthly dues with an All Healthworks Club Membership. LEARN MORE
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| Member News
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Last Call for Buzz and Classified Announcements
Do you have news to share? Submissions to the MSCPA's Buzz section and Classified advertisements for the March issue of our
SumNews
magazine are due
Monday, January 20.
For more information about the Buzz, email Hannah Naranjo. For information and pricing for our Classified ads, email Kristin Wells. To view all submission deadlines and guidelines, click here.
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AAFCPAs,
Westborough/Boston/Wellesley, announced that
SCOTT ALEXANDER and
AMY STAUNTON, CPA
joined as controllers and consulting specialists in the managed accounting solutions practice. The firm also announced that:
- JOEL ARONSON, CPA, PFS, MBA
recently retired from the firm after a distinguished 45-year career as partner, wealth advisor and founder of AAFCPAs Wealth Management;
- KATIE BELANGER, CPA, JOSHUA ENGLAND, LLM, ESQ., COURTNEY MCFARLAND, CPA, MSA and
MICHAEL PRUELL, CPA
were promoted to partners;
- KATIE BELANGER, CPA, CHRIS CONSOLETTI, ESQ., LAUREN DUPLIN, CPA, ANDREW PURICELLI, CPA and
PHYLLIS ROY received the AAFCPAs' 2019 Excellence in Client Service Award;
- IRMA DISHNICA
joined as internal controller;
- MATT DOMINY
received the AAFCPAs' 2019 Team Spirit Award;
- KEVIN MICHAELAN, CPA, MST,
director of the firm's cannabis practice, contributed an article entitled, "Planning for 2020: Which Catalysts Will Shape Opportunities" in
Cannabis Business Executive (CBE) and an article entitled, "Do's and Dont's for Cannabis CPAs" in
CPA Trendlines:
- JULIUS WAKABA, CPA
received the 2019 AAFCPAs' inaugural Joel Aronson Character Award;
- SARLITA YOU
joined as senior payroll and accounting specialist; and
- The firm's #GivingTuesday match donated over $22,000 to charities.
ALL CPAs, Chestnut Hill, announced that
DANIEL CEDRONE, EA joined as a senior associate and
CARRIE ZHANG, CPA
joined as a manager. The firm also announced that
SONG HAN, CPA
was promoted to senior manager.
ANTHONY & DODGE, P.C.,
South Hamilton, announced that
BRENDA HILTZ, CPA was promoted to chief executive officer. The firm also announced that:
- JUDITH ANDREWS, CPA, MST
was promoted to tax and accounting manager;
- JESSICA BELYEA, CPA
was promoted to practice manager; and
- SARAH WILLWERTH-DYER, CPA
was promoted to chief operating officer.
BLUMSHAPIRO, Quincy, announced that
ANDREW BOSTIAN, ASA, MST
and
LINDSEY MCGRATH, CPA, MST were promoted to partners.
QRGA, LLP, Norwood, announced that LINDSAY
FRANCOEUR, CPA, MST was promoted to partner.
SHARE YOUR NEWS
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Massachusetts Driver's License
MassTaxConnect & PFML
Nonprofit Audit & Financial Statements
Amending 2014 1120S
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LITIGATION SUPPORT & BUSINESS VALUATION COMMITTEE MEETING (1/28)
Join us on Tuesday, January 28 at our Boston office for our next Litigation Support and Business Valuation committee meeting for an introduction and overview of the industry and considerations for valuing cannabis businesses. The presentation will be led by Nicholas Parseghian, ASA director at Marcum LLP. To learn more about the committee, click here or contact Jill Foley.
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JOIN THE FIND A CPA DIRECTORY
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Board Treasurer - The Center for Arts at the Armory
CPA/Bookkeeper - NAMI Plymouth Area
Volunteer Treasurer for Board of Directors - Beverly Farmers' Market
Board Member - Merrimack River Watershed Council
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Staff Tax Accountant (Entity Client Base) - Schwartz & Schwartz PC
Chief Financial Officer (CFO) - Father Bill's & MainSpring
Director of Disbursements - Salem
Senior Accountant (Tax & Audit) - Babson College
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Tax Preparation - Medaglia & Murphy Inc
Partner - Morneau & Blanchette, Inc.
Tax Preparer - Michael A. Taicher, PC
Tax Season Per Diem Preparers - Levine, Caufield, Martin & Goldberg PC (LCMG)
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