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CEO Corner
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Dear Hannah,
As you all know, February is Black History Month. While the Society’s commitment to building a more diverse and inclusive profession is a year-round priority, we plan to take some extra time this month to join our colleagues from across the country in celebrating and honoring all of those who have contributed to the progress we have all made so far.
This year is a particularly special time as 2021 marks the 100th anniversary of the first African American CPA, John W. Cromwell Jr. As the first, John took this responsibility to heart and spent his life continuing to break down barriers and lifting up countless future Black CPAs who followed. His contributions to the profession and his loyalty to the many institutions that helped support him throughout his career continue to inspire us all.
In that spirit, and with a sincere thanks to the financial support and generosity of MSCPA member Eva Lohrer, CPA, we are excited to announce the John W. Cromwell Jr. CPA Memorial Scholarship. This new scholarship will award $5,000 through the MSCPA Educational Foundation to a Black/African American student who has demonstrated academic excellence and financial need in the pursuit of a career in accounting in Massachusetts. This scholarship is one part of our ongoing commitment to diversity, equity and inclusion.
We are excited to continue to honor John’s legacy each year in this meaningful way. To learn more about John and his impact on the profession, please click here.
Have a great weekend!
Amy Pitter
MSCPA President/CEO
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Update Your Profile
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Last chance to stay in touch and have a cup on us!
There is so much happening at the MSCPA, and we don’t want you to miss out if you make a career change. Please take a moment to provide your personal email address (in addition to your work email address).
Do this by next Friday, February 12,
and we’ll send you a $5 Dunkin' gift card to help keep you warm and caffeinated during busy season.
Click here to update your information! Your login information is:
Username: 106037
Password: 106037, plus the first letter of your last name, capitalized (for example, 12345E)
| MSCPA Fitness Challenge
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Our 5th
annual MSCPA Fitness Challenge started yesterday!
Sponsored by ConnectPay, the challenge will run until Thursday, April 15.
Haven't registered for the challenge but still want to join in on the fun?
There's still time! Please sign up and join/create your appropriate team here. Team totals will be calculated by average steps in ChallengeRunner. For more information on how to sync your fitness device and more, click here. If you need assistance, please contact Hannah Naranjo. To learn more about the challenge, click here. JOIN CHALLENGE
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Top Teams This Week
Individual Category:
Team Boston - 31,345 average steps
2-10 Participants Category:
Team AZA - 19,502 average steps
11-20 Participants Category:
MSCPA - 14,591 average steps
21-30 Participants Category:
The JOey's - 12,709 average steps
31-50 Participants Category:
O'Connor & Drew - 11,560 average steps
Don't forget to take photos of you and/or your team staying active by tagging @MASocietyofCPAs and using the hashtag #MSCPAFitnesschallenge to be included on our website, in Friday@Five and
SumNews! Please send your photos to Hannah Naranjo. We know many of you are working remotely, so this is a great opportunity to get creative (ex. send a photo from a morning stroll in the park or a unique finding you see on the street).
If you have questions, visit mscpaonline.org/fcfaqs.
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ConnectPay Tip of the Week:
Get to walkin’ and talkin’ by hosting a virtual walking meeting with your coworkers. Not only will you reach your step goal, but exercise has been proven to get the mind racing too!
| Get Involved
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The Voice of the Audited Financial Statements in the Municipal Market (2/9)
LAST CHANCE TO REGISTER! Co-hosted by the Boston Women in Public Finance and the MSCPA, this interactive panel discussion moderated by Jennifer Mendonca, a partner in the Public Finance Department of Locke Lord LLP and the president of Boston Women in Public Finance, will focus on the use of audited financial statements in the municipal market, including both investor considerations and the securities laws implications of their use. We'll also discuss the decisions and processes used in preparation of these statements and the implications of late or inaccurate statements.
Panelists will include a cross section of municipal market participants, including Katherine Estes, a municipal bond underwriter at Fidelity Capital Markets (FCM), Mark Kim, CEO of Municipal Securities Rulemaking Board (MSRB), Christina Marin, deputy director of Treasury Services and Public Private Partnership Finance at the Massachusetts Bay Transportation Authority (MBTA) and Sandy Ross, CPA, partner at KLR.
Attendees will earn one CPE credit.
REGISTER
Please note: A Zoom link will be provided to all registrants prior to the event.
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New to Industry Virtual Roundtable (2/11)
LAST CHANCE TO REGISTER! If you recently left public accounting for industry, this roundtable is for you! Join us next Thursday, February 11 and earn one CPE credit while discussing:
- Managing a remote team;
- Transition challenges;
- Tools to expand your network; and
- How the MSCPA can help.
Email Jill Foley at jfoley@mscpaonline.org with any additional topics you would like to discuss. REGISTER
Please note: A Zoom link will be provided to all registrants prior to the event. Video participation for this session is optional, but highly encouraged.
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| MSCPA Educational Foundation 5K Fundraiser (3/20)
Support future CPAs while focusing on your fitness! Join our first-ever virtual 5K on Saturday, March 20 by donating $25 to the MSCPA's Educational Foundation which provides scholarships and CPA Exam vouchers to worthy accounting students in Massachusetts! By joining, not only are you are committed to benefiting your physical and mental health, but you are committing to helping lift the financial burden for future CPAs! To learn more about initiatives of The Foundation, visit mscpaonline.org/edfoundation. SIGN UP
Please note:
Participants have the ability to sign up as an individual as well as register additional participants from their firm/company as a group. Firms/companies with the most active participants will also be featured in our SumNews magazine.
Please share your participation on social media by using the hashtag #MSCPAVirtual5K.
After signing up with the link above, you'll be provided direct links to share your fundraising efforts.
In order to track your time, please use a free app such as "Runkeeper" or "Map My Run" and submit your final time when finished.
If you are unable to participate on March 20, you can submit a time until April 3.
| Virtual CFO Series
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The CFO Series provides a convenient, one-stop way for senior level financial managers and executives, CFOs and those who aspire to be CFOs, to choose multiple days of CPE with a single decision. Each day consists of an expert leading discussions about four different topics. This series features high-quality presentations and an interactive, executive level colleague-to-colleague approach with case studies, group discussions and team exercises.
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Developing Credibility: Inside and Outside the Organization (3/22)
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| Earn respect for you and your team, learn why it’s all about action, discover how to communicate your message quickly and clearly, and examine 10 tips for success and 13 signs of failure. REGISTER
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Become More Effective (3/23)
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| Learn how to think more critically, understand how to network more effectively, gain insights into how to manage compensation and bonus plans more effectively and discuss some of MS Word’s advanced features. REGISTER
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Career Center
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Job Postings
- Associate Wealth Advisor - Vigilant Capital Management, LLC
- Grant Accountant - Conservation Law Foundation
- Audit and Tax Professional - Bernard L. Donohue, III, CPA
- Senior Billing Coordinator - Analysis Group
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Per Diem Job Postings
- Seasonal Tax Preparer/Reviewer - Solar & Kilcoyne, PC
- Seasonal Tax Preparer - Scappini & Pina, P.C.
- Senior Tax Preparer- Susan E. Gallant, CPA, MST
- Tax Preparer - Coval Anderson Coval LLC
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| Member News
| KEVIN P. MARTIN & ASSOCIATES, P.C.,
Boston/Braintree/Danvers/Fall River, announced that LYNNE FURTADO
joined as a tax supervisor and
JENNIFER WESCOTT, CPA,
rejoined as a tax senior. The firm also announced that:
- JILLIAN CURTIS, KATERYNA KARLIN, DEREK SIROIS, JARED STANDLEY
and JESSICA STRACK
joined as audit associates;
- CLARA SAADE rejoined as an audit supervisor; and
- MOHAMED WALID KABBAJ
joined as a business consulting intern in the firm's outsourced accounting solutions practice.
LGA, LLP, Woburn, announced that
JOHN EAD, CPA,
was promoted to principal and
SHANNON KATZ, CPA,
was promoted to manager of the firm’s audit and assurance service line. The firm also announced that SHARON MASSE
was promoted to operations manager.
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Labor Attorney
Mechanics of PPP
Loan Forgiveness
Home Sale
Forensic Accountant
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MENTAL HEALTH SURVEY FOR
SUMNEWS
ARTICLE
The MSCPA is currently working on an article for an upcoming issue of
SumNews
that focuses on mental health during the pandemic and are helping the author collect data. If you are interested, please fill out this anonymous brief survey to help us gather the data.
TAKE THE SURVEY
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| UPCOMING COMMITTEE
MEETINGS
- Government
Accounting & Auditing (2/12)
- Accounting & Auditing (2/17)
- Management of an Accounting Practice (2/18)
- Nonprofit Accounting & Auditing (2/18)
Save the date for our next Human Resources Committee meeting on Wednesday, March 17!
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| MSCPA RAFFLE: "WHEN I GROW UP I WANT TO BE....AN ACCOUNTANT" CHILDREN'S BOOK
Earlier this week Adrian Mayse Ph.D., CPA published his first children's book, "When I Grow Up I Want to Be....an Accountant." if you have young future CPAs in your life, please enter our raffle today to receive a free copy!
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| MSCPA LEGISLATIVE BRIEF
This week's Legislative Brief offers news on the Massachusetts Department of Revenue (DOR) announcing its January $3.347 billion revenue collections, Governor Baker
announcing a $45.6 billion FY22 budget, tax filing season beginning next Friday and more.
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| VOLUNTEER OPPORTUNITIES
Advisor/Preparer - Massachusetts PTA
Treasurer - Friends of Spy Pond Park
CPA or Accountant - Safety for NonProfits, Inc. (S4NP)
Board Treasurer - Lyracle
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105 Chauncy Street, 10th Floor, Boston, MA 02111
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