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CEO Corner
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Dear Hannah,
Helping you succeed is our top priority at the MSCPA. Our duty is to stay on top of change in the profession, so that we can implement programs to help members, and their firms and companies, adapt and grow. We've talked a lot about technology changes, but diversity and inclusion are another business reality that's shifting the accounting workforce. In fact, studies show that businesses with more diversity are 35% more likely to outperform those with less diversity, and minorities will be the majority of the U.S. population by 2044. This means the demographics of your clients, consumers and staff are changing, and for firms and organizations to remain competitive, we must attract and retain diverse talent, starting now.
At the MSCPA, we have scaled our advocacy efforts to build a diverse accounting pipeline, and I am thrilled to announce that we recently signed the CEO Action for Diversity & Inclusion Pledge to formally kick off our Year of Diversity & Inclusion! CEO Action is the largest CEO-driven business commitment to advance diversity and inclusion in the workplace. We will serve as a conduit to make resources, programs and networks available to firms and companies of all sizes, so you can continue
to thrive in Massachusetts.
As we enter Memorial Day weekend, let's remember those who made the ultimate sacrifice, and recognize and thank those who actively protect our country. I hope you enjoy the holiday weekend with your families and friends.
Amy Pitter
MSCPA President/CEO
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Networking Events
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Photos: Believers & Achievers Recognition Reception
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On Wednesday, the MSCPA held its Believers & Achievers Recognition Reception at the Granite Links Golf Club in Quincy, which celebrated scholarship recipients, Elijah Watt Sells Award winners and the Outstanding Educator of the Year: Jennifer Niece, CPA, associate professor of accounting at Assumption College.
The Society distributed $130,500 in scholarships this year, distributing 52 scholarships to students and 20 Exam vouchers to candidates planning to sit for the CPA Exam. These awards were funded through donations to the Educational Foundation.
Thank you to our sponsors Deloitte and Isenberg UMass Amherst!
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Women's Initiative Joint Spring Networking Reception (5/30)
Last chance to register! Join the MSCPA, CFA Society Boston, Boston Women in Finance, Women in ETFs Boston, Women in Investing; Network & Supporting and Women Investing for a Sustainable Economy and the Women's Initiative of the Massachusetts Financial Planning Association for a spring joint-networking event! We look forward to a delightful evening of cocktails and networking outside on the patio. REGISTER
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Young Professional Networking with the FPA, BEVPA, TEC and BBA (6/6)
The MSCPA has teamed up with the Financial Planning Association NexGen group, Boston Estate Planning Council, the Trusts and Estates Consortium and the Boston Bar Association to hosts its third annual inter-organizational networking event. Meet some of Boston's best up-and-coming CPAs, attorneys, financial planners and other experts who help you grow your business through referrals down the road. REGISTER
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Enjoy a day of golf and networking at Stow Acres Country Club. Play nine holes with your colleagues, family and/or friends - women of all skill levels are welcomed and encouraged. New to golf or looking to tune up your skills? Attend the Golf Clinic for a lesson with a professional instructor. Both groups will come together after for networking, lunch and awards.
Register before June 1 and save $25! REGISTER
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Upcoming Conference
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Last chance to register! Join us in Norwood next Thursday for a day of learning and networking! We'll cover everything from employee benefit plan audits, to investments offered in an employee benefit plan and more. We are also providing a live broadcast version of the conference so you can tune in from anywhere! Click here to see who's coming to the conference. Click here to see who will be there. REGISTER
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| Get Involved
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Join the MSCPA at EY's Boston office for a celebratory pre-Pride Parade breakfast! The MSCPA and EY are actively working with the parade organizers to position the accounting firms together in the parade line up. As part of the MSCPA's Year of Diversity & Inclusion, this event is one example of how we are reaching out to different communities to integrate them into our profession. Please note, if your firm/company wants to march as an organization, you will need to register with parade organizers. Please contact Zach Donah for details and with a t-shirt size so we can make one for you! RSVP
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#MemberMonday
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Did you see our profile of Rick Mastrocola, president and CEO at tonneson + co, on our Facebook and Instagram this week? We got to know him and highlighted the interview as our May installment of the MSCPA's #MemberMonday. If you know someone who should be featured, email Brendan Sullivan.
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| CPE
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The Bottom Line on the New Lease Accounting Requirements - PM Session (5/28)
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Learn how the leasing requirements in the new standard differ from current GAAP. We'll cover basic identification, recognition, measurement, presentation and disclosure requirements as well as study exercises to illustrate application of the new standard. REGISTER
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Securing a Comfortable Retirement in the Age of Spending (5/28)
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Gain the knowledge to help your clients plan for retirement by evaluating how much retirement income they will require and planning for how to reach their retirement goals. You'll learn how to identify resources available for retirement, understand how to build the three-legged retirement stool: employer retirement, savings and Social Security and more. REGISTER
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Member News
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AAFCPAs,
Westborough/Boston/Wellesley, announced that
JANICE O'REILLY, CPA, CGMA
was appointed to the Board of Directors of MassVentures. The firm also announced that:
- BRITTANY BESLER, CPA, JD, MBA
led a legal workshop entitled, "How to Maintain Nonprofit, Tax-Exempt and Public Charity Status" for the Lenny Zakim Fund this month;
- GREG BIELSKI, JANICE O'REILLY, CPA, CGMA
and
DAWN PANTANO, CPA, CITP presented the Futuristic CFO at FEI-Boston's in April;
- MATTHEW BOYLE, MBA
presented a social media workshop for CFOs in transition at FEI-Boston in April;
- LAUREN DUPLIN, CPA
and
TRACY LEMAIRE, CPA, MBA
were appointed to the Board of Directors and Finance Committee at Girls on the Run, Worcester County;
- JOSH ENGLAND, JD, LLM
and
JANICE O'REILLY, CPA, CGMA
presented an educational workshop entitled, "Right-Size Your Finance Function" at the 5th
Annual New England Cannabis Convention in March;
- JACK FINNING, CPA, CGMA
served on a CPA & Consulting panel hosted by the Boston Chapter of the Financial Executives Networking Group (FENG) in April;
- MATT HUTT, CPA, CGMA and
COURTNEY MCFARLAND, CPA, MSA
led a Medicaid Cost Report Webinar for Massachusetts community health centers this month;
- DAVID MCMANUS, CPA, CGMA was featured in the Boston Business Journal
with insight related to the cannabis industry and safe banking. He was also featured in the
Worcester Business Journal with contributed content on how cannabis companies must overcome financial hurdles;
- JEFFREY MEAD, CPA, CGMA
and
OLGA YASINNIK, MBA, CPA
will present a four-hour ethics CPE course on building ethical management & culture at FEI-Boston's Ethics Symposium on June 20;
- JOYCE RIPIANZI, CPA presented an educational Accounting & Tax Update as part of the Essex County Community Foundation's 10th
Annual Institute for Trustees in March; and
- The firm hosted their 11th
Annual Nonprofit Educational Seminar in April, welcoming 300+ nonprofit CFOs and Executive Directors.
BLUMSHAPIRO, Quincy, announced that
CHRISTOPHER ERNEST, CPA, partner, is one of the honorees of
Cape & Plymouth Business's 2019 40 Under 40 Awards.
LYNCH MARINI & ASSOCIATES INC, Norwell, announced that the firm was named a 2019 Business of the Year by the
Norwell Chamber of Commerce.
JOHNSON O'CONNOR, Wakefield, announced that SARAH BURNS joined as a receptionist in the firm's administrative department. The firm also announced that:
- CHRISTINE HOWARD
joined as a supervisor in the client accounting service department;
- LILLYANNA KUEHL joined as a staff accountant in the attest department; and
- The firm held its 9th
annual Boston Red Sox home opener fundraiser raising money for Save the Harbor/Save the Bay, a nonprofit organization whose mission is to restore and protect Boston Harbor, Massachusetts Bay and the marine environment. The firm also announced that staff attended the Annual Walk for Healing Abuse Working for Change in April and the Family Promise North Shore Boston's Annual Taste the Promise event this month.
O'CONNOR & DREW, P.C., Braintree, announced that
RICK STROUT joined the firm as an audit manager. The firm also announced that:
- KEVIN CARNES, CPA, MICHAEL CRONIN, CPA, KIETH GOLDIE, CPA, RAY LOFSTROM, CPA, TODD MERRIAM, CPA, FRANK O'BRIEN, CPA, PATRICK SCHROLL, CPA and
RYAN SHEEHAN, CPA
attended MSADA's Annual Meeting this month;
- KIETH GOLDIE, CPA
and
VINCENT GUARINO, CPA attended the Rhode Island Auto Dealers' Association Meeting in April;
- RAY LOFSTROM, CPA and
TODD MERRIAM, CPA attended the Connecticut Auto Dealer Symposium this month;
- CHRIS PASTENA, SHYLA STOKES
and
MATT TWERAGO
joined as staff accountant;
- MICHAEL SERAFINI
attended AICPA's EBP Conference in May; and
- The firm's annual Meet the Firm event for accounting majors and recent accounting graduates will be a two-day event this September at their Braintree office.
SCHWARTZ & SCHWARTZ PC,
Woburn, announced that
ANDREW SCHWARTZ, CPA
will speak at the Accounting and Finance Show on how to turbocharge the niche focus within your practice on September 9.
SHARE YOUR NEWS
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Amend for Overpayment Refund
Sales Tax Expert
Insurance Brokers
Form 990 Nonrofit Filings
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11th WOMEN TO WATCH AWARDS: CALL FOR NOMINATIONS
Do you know an exceptional woman in accounting? Nominate her for the MSCPA's Women to Watch Awards! We are seeking women, in both public accounting and industry, who are role models in their communities and are making an impact within the profession. Awards will be presented to both emerging leaders and experienced leaders at the MSCPA's Women's Leadership Summit this fall. View past winners here. If you know a woman who we should "watch," nominate her by July 1.
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The MSCPA's Vendor Directory lists service providers and vendors who tailor their products and services to changing needs of CPAs and accounting professionals. It also includes MSCPA Corporate Partners which are companies that have supported the Society and worked closely with its' members over the past several years
Submit an application to join the MSCPA's Vendor Directory and reach over 11,000 CPAs and accounting professionals.
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LOOKING TO BUY OR SELL A PRACTICE?
We recently re-vamped our online classifieds for firms looking to acquire or sell their firms. Now you can learn critical information about the process that will help you determine your next step! Ads are included in the next available issue of
SumNews
and posted on our website for potential buyers or sellers to view online. For more information, click here or contact Kristin Wells.
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Board Member - Opera Theater of Cape Cod
CPA - Found in Translation
Help Filing to Receive a 501.1(c) Pro Bono & File Fee - Whitman-Hanson Special Education Parent Council Advisory Council
CPA - VITA
Volunteers - Junior Achievement of Western Massachusetts
Finance Committee - Puppet Showplace Theater
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Senior Auditor - PKF, P.C.
Tax Manager – Partnerships and Corporations - Katz, Nannis + Solomon, P.C.
State and Local Tax (SALT) Manager - Katz, Nannis + Solomon, P.C.
Audit Managers & Seniors - Katz, Nannis + Solomon, P.C.
Tax Specialist - Shaheen, Pallone & Associates
Assistant Vice President for Finance and Controller - Merrimack College
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Storage Assistant - Scott A. Goffstein & Associates, LLP
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