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CEO Corner
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Dear Hannah,
With Massachusetts lifting its COVID-19 restrictions, I am so excited to announce that in-person events will resume in this fall! We can’t wait to see our members and share a laugh (and a glass of wine). One of my favorite events that is returning is the Women’s Leadership Summit, and the highlight of that event is celebrating our exceptional 2021 Women to Watch. Nominations are open right now, and with so many outstanding women in the profession, I encourage you to submit one. We are looking to recognize women who represent the diversity in our profession – from all sizes of firms and companies throughout the state – who are making a real impact in their communities. The winners will be selected by a panel of judges who look for women who are:
- Role models/mentors,
- Experienced (established members of the profession) or emerging (fewer than 15 years of experience) leaders at her firm/company,
- Committed to the accounting profession,
- Active and making a difference in her community, and
- Dedicated to being her best self, both in and out of the office.
Celebrating our members is one of our favorite things, and we are always looking to feature members in upcoming issues of
SumNews
magazine and on our social media. Do you know (or maybe you are) someone with an interesting hobby, unique skill or great story? Were you recently promoted and making an impact at your firm or company? Let us know by contacting Hannah Naranjo.
I hope you have a great long weekend! It’s the kickoff to summer, but also an important time to remember those who have given their lives for our freedom, and to honor the sacrifices they have made for all of us
Amy Pitter
MSCPA President/CEO
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CPE PLUS Program
| Get up to 20 hours of FREE learning through CPE PLUS,
an exclusive benefit of your 2021-2022 MSCPA membership — renew today at
mscpaonline.org/renew
to unlock your access to these free webinars!
Click the images below to register for the next two webinars!
Please note: The deadline to renew your MSCPA membership is next Monday, May 31.
| | We are adding courses throughout our membership year (May 1, 2021–April 30, 2022) so check back often!
LEARN MORE
| Virtual Conferences
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LAST CHANCE TO REGISTER! Join us on June 2 and 3 to learn the latest updates on remote audit best practices, how technology is changing accounting, the new leases standard for private companies and nonprofits and so much more! REGISTER
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Top-level speakers will discuss the latest developments from the Governmental Accounting Standards Board (GASB), cybersecurity, revenue and expense recognition, single audit updates and so much more! REGISTER
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| Get Involved
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CPAS: Caregiver-Parent Alliance Support Group (6/8)
Our next
CPAS: Caregiver-Parent Alliance Support Group meeting is Tuesday, June 8! Join us and other household heroes to discuss challenges, successes, questions, resources and more. This is a great opportunity for you to learn from and connect with your peers who are facing similar experiences. REGISTER
Please note: A Zoom link will be provided to all registrants prior to the event. If you have any questions, please contact Jill Foley at jfoley@mscpaonline.org or 617.556.4000.
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Technology Roundtable: Endpoint Detection and Response – Protecting the Modern CPA Firm (6/9)
Come to the
next Technology Roundtable on Wednesday, June 9! Paul Sherman, David Levine and Justin Termini of Sherman Consulting Services will discuss the new generation anti-virus Endpoint Detection and Response (EDR) tool, as well as how to protect the modern CPA firm.
Attendees will earn one CPE credit.
REGISTER
Please note:
This is an interactive roundtable and a large portion of the event will be an open discussion, so participation is highly encouraged. Registrants will also receive a Zoom link prior to the roundtable.
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June Small Firm Roundtables (6/21 – 6/24)
Join our
June Small Firm Virtual Roundtables! We'll discuss tax season successes and pitfalls, staff recruitment and retention, technology solutions that benefited your practice and much more! Please limit your registration to one location:
Please note:
This is an interactive roundtable and a large portion of the event will be an open discussion, so participation is highly encouraged. Registrants will also receive a Zoom link prior to the roundtable.
| Virtual CPE
| Don't Forget to Renew Your License with ePLACE
The June 30 deadline for odd-year licensees is near!
Please note: The code to renew your license with the Board of Public Accountancy will be sent to you via mail, or you can find your code to access your renewal here. Please ensure that the Board has your correct address on file here.
Visit your CPE Tracker (a perk of your membership!) to see how many credits you need before June 30.
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Larry Stein's 2021 Guide To Trusts, Estates, Gifts and Income Tax Planning for Surviving Spouses, Heirs and Beneficiaries (6/9)
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| Discuss trust and estate planning for surviving spouses, heirs and beneficiaries. We'll also cover Form 1041, 709 and 1040, as well as key planning opportunities and tax compliance traps. REGISTER
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K2's Next Generation Excel Reporting (6/9)
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| Analyze deficiencies associated with traditional Excel-based reporting practices, distinguish between the roles of tools such as Power Query, Power Pivot and Data Analysis Expressions in next-generation Excel-based reports and more. REGISTER
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NEW Staff Series
| Business Skills Virtual Bootcamp
Are you looking for some assistance, resources or guidance for you or your staff who are just starting out?
Sign up for our new
Business Skills Virtual Bootcamp
with two of our most popular speakers,
Jennifer Elder, CSP, CPA
and Peter Margaritis, CPA, CGMA, MAc!
Launching June 16, this series will include six two-hour virtual sessions. Participate in individual sessions or sign up for the series and save! Each session includes:
- Time for instruction, discussion application and reflection,
- Pre-coursework and post-coursework assigned to accelerate learning and embed new behaviors, and
- A certificate of completion when you complete all six!
| Virtual Networking Event
| Young Professional Networking with the FPA, BEVPA, TEC and BBA: Coffee & Connections or Cocktails & Connections (6/10)
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.
This year's event will be two separate virtual events both on Thursday, June 10. Please join us for the Coffee & Connections event from 9:00 – 10:00 a.m. or Cocktails & Connections event from 4:00 – 5:00 p.m. We will be capping registration at 25 people per event, so reserve your spot quickly!
REGISTER | COFFEE & CONNECTIONS
REGISTER | COCKTAILS & CONNECTIONS
| Member News
| AAFCPAs, Boston/Waltham/Wellesley/Westborough, announced that
SCOTT POSNICK, CMA, and EDWARD SPIES, CPA, joined as consulting CFOs in the firm's managed accounting solutions practice. The firm also announced that:
- KATIE BELANGER, CPA, was appointed to serve on the Board of Directors at Catie’s Closet, a youth services provider in Dracut, Massachusetts;
- MATTHEW BOYLE, MBA, will host a webinar in collaboration with FEI-Boston to share how CFOs may get the most out of LinkedIn on June 8;
- ERNEST CARRUTHERS, CPA, MST, and
TYLER CHAMPAGNE, CPA, MSA, were promoted to tax managers;
- JOSHUA ENGLAND, LLM, ESQ.,
partner and tax consulting attorney, shared tax expertise on migrating assets to another state on May 27;
- GUSTAVO FRANCK and
LOGAN NELLIS
joined as an accountant in the firm's managed accounting solutions practice;
- JACLYN GAUDET was promoted to talent manager of rewards and systems;
- PATRICK HUEGEL was promoted to senior marketing manager;
- VASSILIS KONTOGLIS
was promoted to director of IT security and data analytics;
- ROBYN LEET was promoted to director of business process assessments and attestations;
- LAURIE LOCKWOOD
was promoted to senior administrative assistant;
- JEFFREY MEAD, CPA, CGMA, and
OLGA YASINNIK, MBA, CPA,
lead FEI-Boston’s annual Ethics Symposium with a focus this year on crisis, burnout and the effect on ethics on May 13;
- JACQULYNN NASON joined as an administrative assistant;
- AMY QUINN was promoted to talent manager of acquisition and engagement;
- MARYKATE SHAFIQ
was promoted to tax project specialist;
- SANDRA SIMONSEN joined as a manager and
YASHODA SOOKRAJ
joined as an associate in the firm’s business process and IT consulting practice;
- DANIEL STANHOPE, MSA, CCIFP, CPA,
was selected for the Construction Financial Management Association’s (CFMA) first 40 Under 40 Awards;
- The firm published its inaugural impact report, outlining the firm’s 2020 actions and 2021 goals as it relates to the firm’s social purpose: business is the conduit for social change; and
- The firm released its eight-part webcast series featuring sessions recording at the firm’s Annual Nonprofit Educational Seminar, presented to a virtual audience of 400+ nonprofit finance executives on April 28.
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Message from the Accounting & Auditing Committee
Extension Payments Made via Ultra Tax Software Are Not Working
Advance Child Credit Payment
Massachusetts Taxation of IRAs
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| What are you planning to do for the Memorial Day weekend?
|  |  |  |  |  |  | *See the results in next week’s Friday@Five!
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| Last week's results:
Have you registered for any of our
CPE PLUS program webinars?
42% Yes
| JUNE WOMEN'S MENTORING CIRCLES
Join us for our June Women's Virtual Mentoring Circles!
We'll be holding the following Circles:
- Statewide Women’s Mentor Circle (6/1)
- Boston WMC (6/4)
- Woburn WMC (6/9)
If you're interested in attending, please contact Jess Yu.
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| MENTAL HEALTH AWARENESS MONTH
May is Mental Health Awareness Month! The Society firmly believes in helping reduce the stigma so many experience. To close out the month, check out this
Associations Now article we were recently featured in that focuses on helping members face mental health and manage stress.
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| MSCPA LEGISLATIVE BRIEF
This week's Legislative Brief offers news on Massachusetts COVID-19 restrictions being lifted tomorrow, the Massachusetts Department of Unemployment Assistance (DUA)'s first quarter Unemployment Insurance (UI) payments being due August 2 and much more.
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| JOB POSTINGS
Entry-Level Auditor Position - Powers & Sullivan, LLC
Chief Financial Officer - Historic Deerfield, Inc
Audit (Advanced Staff or Senior) - PKF, P.C.
Experienced Audit & Tax Professionals - Joseph B. Cohan & Associates, PC
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| PER DIEM JOB POSTINGS
Tax Preparer - Coval Anderson Coval LLC
Tax Manager - Philip Rosenblatt CPA
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| VOLUNTEER OPPORTUNITIES
CPA for Financial Review - Arlekin Players Theatre
Board Member - BAMSI
CPA - IVCS
Board Member - Charles River Watershed Association
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105 Chauncy Street, 10th Floor, Boston, MA 02111
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