A program is only as good as the people who create and deliver it. That is why we have put the time and resources into ensuring our team of Accounting CPE and Professional Devlopment instructors are industry leaders.
Chris Beaulieu is Tax Director and a Partner with the firm of FSB&W, LLC. Chris has been a tax partner with over 30 years of experience working exclusively with private companies and their owners. Chris has worked with a wide range of industries, including manufacturing, distribution, professional services and auto dealerships. He has special expertise in the areas of entity structuring and restructuring to capitalize on favorable tax positions. Chris also has extensive experience in state and local taxation and dealing with state taxing authorities.
Jim Blair is a 35-year veteran of the Social Security administration and co-owner of Premier Social Security Consulting. Jim has worked as a service representative (helping individuals who are having problems with their Social Security benefits), a claims representative (taking claims for retirement, survivors, disability, and health insurance), an operations supervisor, and a district manager running the Piqua, Ohio, Social Security office. He retired in January 2010.
Bernie Brown, CPA, licensed as a CPA in Delaware, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. Bernie is a fractional CFO with Brown & Associates, LLC, a firm specializing in the improvement of small to mid-size businesses’ bottom lines through strategy, improved execution, and better team dynamics. With more than 30 years of experience as a CFO, VP of Finance, Treasurer, and Risk Manager, Bernie has participated in fast-growing multi-national businesses. He has significant hands-on experience with bank relationships, reorganizations, cost reductions, acquisitions, and divestitures.
Don Paul Cochran, licensed as a CPA in Minnesota and Iowa, has practiced law in both states for over 39 years. He is currently in solo practice of law in Apple Valley, MN, on tax, estate planning, and small business organization and management. His professional experiences include being a CPA with the Small and Emerging Business practice of then Big 8 accounting firm, Touche Ross, in Bloomington, MN, the Vice President of Tax for an operating limited partnership, and CFO with privately- and publicly-held companies. He also worked as an advanced sales consultant with Securian Financial, Nationwide Financial, and Pacific Life Insurance Company’s Annuity and Mutual Fund division, providing advanced planning support for financial advisors on issues of financial and estate planning for small- to medium-sized businesses and wealthy individuals.
Salvatore A. Collemi, licensed as a CPA in New York and New Jersey, is the Managing Member and Founder of Collemi Consulting and Advisory Services, LLC, where he relies on over two decades of global business experience to guide US and international public accounting firms, litigation attorneys, valuation experts, the C-suite, and related institutions that support the profession in order to promote and enhance audit quality.
Catherine Eason, CPA, is a licensed accountant in North Carolina and has worked in the public arena for 38 years in various roles as a college professor, accountant, continuing education presenter, and a fundraiser for several charitable organizations. She taught undergraduate and graduate courses in the McColl School of Business at Queens University of Charlotte for 13 years, undergraduate at the Citadel for 3 years, and continuing education courses in various states for tax and divorce issues. As a minister’s wife, she endeavors to help ministers understand and work through the complex issues related to clergy tax. She has extensive experience working with executive management and clientele in an environment of integrity and confidentiality where mediation and conflict resolution are priority.
Rich Ferdinand, CPA, specializes in providing financial and general management services to the small- and medium-sized business markets (SMBs).
Mr. Ferdinand has served as Chief Financial Officer ranging from full time, interim or on a consulting basis for companies in various industries that are either early stage or mature, as well as requiring turnaround assistance.
Allen L. Fetterman, licensed as a CPA in New York, has been a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, for 15 years. He lectures extensively throughout the country on not-for-profit accounting, auditing, single audits, tax-exempt issues, and governance. He has received the AICPA’s Outstanding Discussion Leader Award and has written articles published in national accounting periodicals on accounting and taxes for not-for-profit organizations.
John M. Fleming, licensed as a CPA in Pennsylvania, has served as the Director of Content Development for Kaplan Financial Education, powered by SmartPros, and also as President and Director of Accounting and Auditing for Kaplan Financial Education, powered by Loscalzo Institute. John retired on October 1, 2017. In retirement, John continues to provide seminars as a discussion leader on a part-time basis.
Tom Gancarski is a consultant at a cybersecurity-focused CPA firm, where he specializes in data privacy, risk management, and security compliance engagements relating to SOC 2, GDPR, HITRUST, Privacy Shield, and similar regulations/frameworks. Prior roles include regulatory compliance and risk management positions at Deutsche Bank, HSBC, and BNY Mellon. He also worked as an auditor at a regional consulting firm.
Robert Gilwee, licensed as a CPA in Maryland, is a tax partner in the accounting firm of Grandizio, Wilkins, Little & Matthews, LLP. He has over 35 years of practice experience in taxation. His primary areas of expertise are income, estate, and international taxation. He has previously held positions with PricewaterhouseCoopers, KPMG Peat Marwick, and Deloitte and Touche. His background includes assistance in resolving tax-structuring issues using LLCs, S corporations, and so on.
Kenneth Heaslip, licensed as a CPA in New Jersey, has extensive experience teaching all levels of accounting, auditing, and in other practice-related areas. He is an active member of the NJCPA, where he has served in positions such as Vice President, Trustee Chapter President, Committee Chair, and Task Force Chair. Kenn currently serves on the NJCPA Professional Conduct Committee and is a Director at Cullari Carrico LLC, a regional CPA firm in Northern New Jersey.
Bonnie Kennedy, licensed as a CPA in Rhode Island, is a Group Practice Leader for Kaplan Financial Education, powered by Loscalzo Institute, and has over 25 years of experience in the accounting profession. In her current role as a member of the faculty at Salve Regina University, Bonnie teaches a variety of accounting and financial management courses and has published articles in scholarly journals.
Rebecca Lee, licensed as a CPA in Alabama and South Carolina, is a Group Practice Leader for Kaplan Financial Education, powered by Loscalzo Institute, and a founding Principal with Brooke, Freeman & Lee. She serves as the assurance, quality control, and compliance principal with responsibilities for the audit practice.
Joseph E. Manfré, licensed as a CPA in New York, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. He is the Founder and President of Manfre CPA P.C., A Professional Corporation, located in Armonk, New York. While the services his firm offers to individuals and businesses are diverse, their specialization focuses on servicing the needs of multi- and single-employer employee benefit plans and labor unions. Joe is licensed in the State of New York and has been servicing the needs of single-employer and multi-employer benefit plans for most of his 40-year career in accounting. He previously was the chairman of the NYSSCPAS Employee Benefits Committee and has been a speaker on audits of employee benefit plans at their annual conference. Joe is also referred to by the NYSSCPA hotline for audit and tax related questions on employee benefit plans.
Mark D. Mishler, licensed as a CPA in Ohio, has ten years of experience as a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute. His professional career includes Chief Financial Officer, Treasurer, Controller, and Chief Information Officer roles with publicly traded and private equity companies.
James J. Newhard is a discussion leader of continuing professional education (CPE), teaching practitioner A&A and tax, professional and tax ethics, and small firm best practices. Jim has authored and provides technical review of several programs for Kaplan Financial Education.
Randy C. Newton, licensed as a CPA in North Carolina and South Carolina, is president and founder of Newton CPA, PLLC. Randy’s area of expertise is in Corporate, Partnership, and Individual Income Tax Preparation, utilizing a proactive tax planning model that streamlines, simplifies, and works to reduce tax liabilities for small taxpayers. In addition, he specializes in IRS representation work plus tax planning and research. Prior to the creation of his own firm, Randy worked with First Union National Bank (now Wells Fargo) in their Corporate Accounting and Capital Markets Divisions.
Mark J. Patrick, licensed as a CPA in Ohio, is a Principle with Packer Thomas, a leading regional certified public accounting and business consulting firm. He has 28 years of experience specializing in taxation and has developed expertise in corporate and partnership tax issues. In addition, he has extensive knowledge in business valuations and litigation support. Mark is a strong proponent of “face-to-face” involvement with his clients in order to provide proactive planning and to take advantage of new developments in the tax law.
David Peters is the Founder and Owner of Peters Tax Preparation & Consulting in Richmond, VA, as well as a Financial Advisor for Carroll Financial Associates in Charlotte, NC. He has over 14 years of experience in financial services, including 3 years in the hedge fund industry and 6 years in the insurance industry.
Nick Preusch’s primary focus is performing tax services for high wealth individuals and mid-to-large business entities. Nick’s responsibilities include tax research related to complex business transactions and tax return preparation and review. He also works closely with businesses and individuals to find tax efficiencies through ever-changing tax legislation.
J. Michael Pusey is National Tax Director with Rojas and Associates, CPAs. Mike has a BBA and Master of Science in Accounting from Texas Tech where he graduated with honors. He planned to be an accounting professor and worked a year on the PhD at the University of Arizona before beginning his career at KPMG Peat Marwick. Mike won an award for high grades on the CPA exam.
Joel Rosenfeld is a managing partner of JIR Consulting Co, LLC, in West Orange, New Jersey, providing consulting to the real estate industry. Joel was an Adjunct Assistant Professor at NYU, Schack Real Estate Institute, Graduate Program. Presently, Joel is an Adjunct Assistant Professor at Fordham University, teaching real estate taxation in the Graduate School. Joel was a CPA for 43 years with extensive experience in real estate accounting and taxation. Joel serves as a special consultant to the New York Times on real estate matters. Besides teaching at NYU, Joel has previously presented programs for AICPA conferences and NAIOP seminars. He is a licensed New Jersey instructor, providing CPE to commercial real estate brokers/salespersons and has been published in multiple real estate publications and is the author of Principles of Real Estate Accounting and Taxation, a textbook used by many universities.
As the former Education Director for Crowe Horwath International, Howard provided leadership on audit methodology, the CaseWare CH International Audit Template, training initiatives and accounting and auditing technical support to the CH International members.
Nina Sorelle, licensed as a CPA in New Jersey and Pennsylvania, is a Partner with Bowman & Company LLP, and is also a Certified Fraud Examiner. She holds a BS degree in Business Administration, Summa Cum Laude, from Glassboro State College (currently Rowan University). Nina received a Certificate of Educational Achievement in Governmental Accounting and Auditing from the American Institute of Certified Public Accountants. She also received the Advanced Single Audit Certificate from the AICPA.
Dr. Sean Stein Smith is an expert and sought-after speaker focusing on the intersection of financial services, blockchain, and cryptocurrencies. He is a regular contributor to IBM’s Blockchain Unleashed website, analyzing applications for blockchain technology on business at large, as well as being a regular expert guest on China Global TV Network discussing blockchain and related applications.
Marci Thomas is an author and presenter on various not-for-profit, auditing, internal control, healthcare, and governmental topics to nonprofits, CPA firms, and state societies of CPAs around the country. She also writes and teaches courses in governance, financial management, grants accounting, strategy, and various operational topics. Marci is a clinical assistant professor in the School of Public Health at the University of North Carolina at Chapel. She works with numerous accounting firms, performing quality control and efficiency reviews and with nonprofit boards on strategic planning, internal control, and governance issues.
Dale Tuttle is a partner and the Practice Leader for Withum Digital, part of the Advisory group at WithumSmithBrown. Dale has more than 20 years of experience building and operating information technology services firms. At Withum, he works closely with other partners to grow Withum’s cloud-focused IT consulting business. Areas of specialty include Office 365, data analytics, robotic process automation, and advanced solutions such as artificial intelligence and machine learning.
Stanley P. Wirtheim, licensed as a CPA in New York and Florida, has been in public practice his entire career. Formerly a partner at a Long Island-based accounting firm, he headed the SEC practice and was the firm’s quality control manager.
Christa M. Yantis, licensed as a CPA in South Carolina, is a discussion leader for Kaplan Financial Education, powered by Loscalzo Institute, and member with Moss & Yantis CPA PA, focusing on the performances of attest engagements, including the audits of employee benefit plans and non-profit organizations. She is also an adjunct professor at the Citadel Military College of South Carolina.
Edward K. Zollars, licensed as a CPA in Arizona, is in public practice in Phoenix, Arizona, as a partner with the firm of Thomas, Zollars & Lynch, Ltd. He specializes in tax issues for closely held businesses and individuals. He has served on committees with the AICPA Tax Section and currently serves on the Arizona Society of CPAs legislative tax liaison committee.