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CEO Corner
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Dear Hannah,
In honor of our year of Diversity and Inclusion, our annual Women's Leadership Summit will feature two powerful speakers: Kim Drumgo and Terri Trespicio. Kim is the is the director of diversity and inclusion at the AICPA where she provides expertise in driving cultural change through cross-functional team engagement and inspiring a community of understanding. Her presentation will explore the key characteristics of an inclusive leader and how they are helping to grow the accounting profession. Terri is an award-winning writer, speaker and brand advisor who works with individuals
and organizations to help nail their messaging and engage clients, customers and fans. Her TEDx talk, "Stop Searching for Your Passion," has more than five million views to date and she was recently named by HubSpot as one of the "Top 15 female speakers who are killing it." In her presentation, Terri will share how to tap into your greatest resource to create a life that matters.
I'm so excited to learn from Kim and Terri, and I'm also thrilled to hear from our 2019 Women to Watch Award winners. At the Summit, we will celebrate these seven exceptional women who have given so much to their firms, communities, the Society and to the overall profession. Hearing these extraordinary women discuss their career paths, their obstacles and their achievements is always inspirational. They are real role models for other women in accounting, and they're changing our profession for the better. It's an honor to be surrounded by this incredible group, and I hope you will join us at this special event.
The Summit will take place on October 24 at the Boston Marriott Long Wharf. Please click here to register. You can also preview a list of attendees here. I hope to see you there!
Have a great weekend!
Amy Pitter
MSCPA President/CEO
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Get Involved
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Litigation Support & Business Valuation Committee Meeting (9/24)
Join us at Origin Staffing's office at 50 Milk Street on the 18th Floor in Boston next Tuesday for a presentation by Nancy Reimer, partner for Freeman Mathis & Gary, LLP! To learn more about this committee, click here.
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Taxation Committee Meeting (9/24)
Join us at our office in Boston next Tuesday for a presentation by Kristina O'Connell, special agent in charge of the Internal Revenue Service's Criminal Investigation Division in Boston! To learn more about this committee, click here.
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Nominate a Rising Star
Do you know a go-getter who is moving up the ladder at their firm or company? The MSCPA is looking for members to feature as a "Rising Star" in
SumNews.
Email Elizabeth Emanuelson if you know a young professional at your firm or company who's on the path to success. To view our most recent feature, click here.
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| Networking Events
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Join the MSCPA on Wednesday, October 30 to watch the Celtics vs. the Milwaukee Bucks. A pre-game gathering will be held at the The Harp from 5:00 - 7:00 p.m.
This is a members-only event.
Tickets are limited and you can only register four members per transaction. The cost includes three drink tickets and appetizers. REGISTER
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MSCPA & XPX New England Joint Networking Event (11/6)
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| Join the MSCPA and XPX New England at the Central Wharf in Boston for a unique networking opportunity to connect with colleagues, establish new business relationships and more. Registration includes two drink tickets and appetizers. REGISTER
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| Career Center
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Rake Sale - Save 20%!
Save 20% on your job posting or any posting package! Offer is valid through 11:59 p.m. on Monday, September 30.
May not be combined with any other offer(s). Jobs expire within one year of purchase, so remember to use all your jobs in your package. Use code
RAKE19
to redeem this offer. If you have any questions or need assistance, contact Kara Kieran.
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Job Postings
- Talent Acquisition Specialist - Edelstein & Company LLP
- Experienced Accountants - Sullivan and Folan, LLC
- Tax Return Reviewer - Turner & Costa, PC
- Permanent Part-Time CPA - Felix G. Cincotta, CPA and Consultants
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Per Diem Job Postings
- Tax Preparer - Brad M Capland CPA, PC
- Part-Time/Flex Tax Professional - Marcum LLP
- Seasonal Tax Preparer - Chiuve & Company PC
- Seasonal Tax Preparer - Turner & Costa, P.C.
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| CPE
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Financial Storytelling: The Key in Growing Your Organization to the Next Level (9/26)
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Learn how to present financial information to your organization and how to translate accounting/financial language into plain English through similar and understandable context, examine the value of using charts and pictures in financial presentations, understand why storytelling is an effective method of getting your recommendations and next steps across to your audience and more. REGISTER
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Professional Ethics Update (9/27)
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Master the revised AICPA Code of Professional Conduct, identify ethical threats and safeguards associated with those in public practice and business, discuss recent changes, interpretations and non-authoritative guidance issued by PEEC and more.
REGISTER
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Save the Date: Regulated Investment Companies Committee Infoshare (10/23)
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Mark your calendars and join peers from public accounting, asset managers and service providers for an update from the MSCPA's Regulated Investment Companies Committee on Wednesday, October 23! This infoshare will be held at PwC's Boston office from 8:15 a.m. - 1:00 p.m. REGISTER
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Member News
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AAFCPAs, Westborough/Boston/Wellesley, announced that
KEVIN MICHAELAN, CPA, MST joined as director of the cannabis practice. The firm also announced that:
- DONNA ANGELICO
was promoted to chief talent officer;
- CHRIS CONSOLETTI, JD
was promoted to project consultant;
- NICHOLAS FORESTI, MBA,
consulting controller, presented financial and operational insight at Boston Cannabis Week;
- INGRID GOLDBLOOM BLOCH
joined as director of talent advancement;
- FERNANDA GONCALVES joined as a staff accountant;
- DAVE KELLEHER, CPA, CGMA,
partner, will present "Exploring Nonprofit Financial Statements for Nonprofit Professionals" in collaboration with Philanthropy Massachusetts on September 24;
- CARLA MCCALL, CPA, CGMA,
co-managing partner, contributed to the
Boston Business Journal
article, "Viewpoint: Nonprofits Should Stay Vocal about Transportation Tax";
- COURTNEY MCFARLAND, CPA, MSA now serves on the Board of Directors of the Baypath Humane Society of Hopkinton;
- KIARA RIVERA
joined as an experienced tax staff;
- DANIEL SEAMAN, CPA,
tax manager, joined the Board of Directors of Family Promise MetroWest and the Fitchburg State University Alumni Association;
- DANIEL STANHOPE, CPA, CCIFP, MSA, partner, was selected for the
Worcester Business Journal's 2019 40 Under Forty Awards. He also earned the Certified Construction Industry Financial Professional (CCIFP) credential issued by the Institute of Certified Construction Industry Financial Professionals (ICCIFP); and
- GRETA WHELAN, CPA, MST joined as a tax senior.
DGC (DiCicco, Gulman & Company LLP), Boston/Woburn announced that DANIEL GAUDET, CPA and DAWN HAGMAN, SPHR, SHRM-SCP
were promoted to partners. The firm also announced that:
- LAURIE AUSTIN, CPA, MST, AEP
was named to the 2019 Managing Partner Elite list by
Accounting Today;
- SANDRA BIANCO, CPA, DONALD BUTLER, CPA, DANIELLE GRIMES, EA and
TAMMY YU
were promoted to principals;
- RYAN CRAWFORD, ELIZABETH CURTIS, MSA, AARON GILMAN, JOHN HERRICK, CPA, MST, MATTHEW PHILPOTT, CPA, MICHAEL REGAN
and
BROOKE SLIVA, CPA
were promoted to managers;
- ANDREW FELDMAN
joined as a manager in the business advisory practice;
- LAURA GREGORIADIS, CPA
was featured in the 2019 Women in Real Estate Spotlight list by the
New England Real Estate Journal;
- MIRIAM NIEDELMAN, CPA joined as a manager in the private client group;
- The firm advanced five places in INSIDE Public Accounting's 2019 Top 200 Firms list; and
- The firm was also named a top three accounting firm in Massachusetts, third in forensic accounting and fourth in litigation consulting services by the readers of
Massachusetts Lawyers Weekly.
NEWBURG & COMPANY, LLP, Waltham, announced that
BETHANY BLAINE, CPA
joined as accounting services manager. The firm also announced that:
- DIANA AJANEL joined as an accounting specialist;
- PATRICK SULLIVAN
joined as a staff accountant; and
- FIONA TANG
joined as an administrative associate.
O'CONNOR & DREW, P.C, Braintree, announced that
MICHAEL DOODY , RACHAEL DOWNEY, BENJAMIN NEUWIRTH
and
MATTHEW RICHARD
joined as staff accountants. The firm will also hold its 4th
Annual Auto Dealer Symposium on October 22 featuring speakers from the firm's OCD Tech division.
SHARE YOUR NEWS
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163j Excess Business Interest Expense from K-1
Buy a Business with Retirement Funds
Mass Family Medical Leave
Media Opportunity: Accounting for Cannabis
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NEW ENGLAND STATE AND LOCAL TAX FORUM (11/20)
Register for the New England SALT Forum that will be held at the Boston Marriott in Newton on Wednesday, November 20.
To view the conference agenda, click here.
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MEMBER BENEFIT: UFC FIGHT NIGHT (10/18)
UFC returns to TD Garden on Friday, October 18. Watch former UFC middleweight champion Chris Weidman make his lightweight debut when he faces unbeaten Dominick Reyes in the five-round main event of UFC Fight Night. To purchase discounted tickets, click here and enter promo code
UFC240.
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LOOKING TO BUY OR SELL A PRACTICE?
Learn critical information about the merger and acquisition (M&A) process that will help you determine your next step! Posting classified ads are a great, cost-effective way to get the word out and engage with an audience of CPA
professionals! 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 - Drama Studio
Review of Annual Statements for Form PC - Urban Village Montessori, Inc., Marigold Montessori
Board Treasurer - The Longwood Players
Treasurer for Board of Directors - Engaging Schools
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