Accounting Continuing Education Instructors and Faculty

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 Development instructors are industry leaders.

Dr. Ini Adesanya, ACA, ACIT, CPA, CGMA, MST, Ph.D.

Dr. Inibehe (Ini) Adesanya is the President of AA CPA, PLLC and also owns Global Tax Lady LLC. Dr. Adesanya has worked in various countries with conglomerates and multinationals, including banks and the entertainment industry. She also worked in public accounting before starting her practice.

 

With 20 years of combined experience in accounting, business, and taxation, Dr. Adesanya's expertise covers complex domestic and international tax issues for both individuals and businesses. She places great importance on compliance as she works with clients to minimize their tax liability. She also works with international clients, including expatriates, to navigate tax treaty issues and other related tax issues to minimize their tax liability. Ini works with clients as a subject matter expert (SME) on tax cases and tax issues where she justifies her clients' tax position based on tax law, treasury regulations, revenue procedures, and other related regulatory publications.

Dr. Adesanya has developed and taught courses on business taxation, for which she has received awards. She has also written and presented papers at various forums, organizations, and radio stations focusing on business, accounting, and US and international tax issues.

 

Ini is a Chartered Accountant (ACA), a Chartered Tax Practitioner (ACIT), and a Certified Public Accountant (CPA) licensed in the states of Colorado and Texas. She is also a Certified Global Management Accountant (CGMA). She holds a B.S. in Human Anatomy and a Professional Degree in Accounting from Nigeria, as well as a Master of Science in Taxation from Golden Gate University San Francisco CA.  She received her Ph.D. in Business Administration with a concentration in accounting and finance at Trident at American Intercontinental University, Chandler AZ; her dissertation focus was in taxation.

Thomas J. Burger, CPA, MS Taxation

Tom Burger is a licensed CPA in New Jersey and has over 30 years of extensive federal and state income tax experience in large multi-national corporations. He was most recently Director of Taxes at Bristol Myers Squibb Company where he was primarily responsible for the tax aspects of strategic acquisitions, equity compensation, worldwide tax provision, transfer pricing, and consolidated tax return issues. Tom is also an adjunct instructor at Rider University. As a senior tax leader, he has a passion for teaching and mentoring professional staff to ensure their future professional growth across a variety of tax topics.

Tom received his BA in Accounting and Economics from Rutgers University and his MS in Taxation from Seton Hall University.

Salvatore A. Collemi, CPA

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.

His practice provides outsourced high-level strategic and technical accounting and auditing guidance. Services include a full range of US and international accounting and auditing consultations, technical reviews of financial statements and workpapers, AICPA Peer Review and PCAOB inspection preparation, perform internal inspections, customized CPE training, independence and ethics consultations, and so on

 

Tim Dreyer

Tim Dreyer’s career in tax, law, finance, and leadership has spanned over 40 years. He served in top level positions in five IRS functions—Counsel, Appeals, Examination, Collection, and the Taxpayer Advocate’s Office. After his retirement, he pursued another 17-year profession as a subject matter expert and director in PricewaterhouseCoopers’ Washington National Tax Service.

Tim has worked with over 100 Fortune 500 companies, including 11 of the top 20 companies. He has worked with businesses and high-wealth individuals in more than 25 countries on 6 continents. Tim is an accomplished tax specialist who has extensive planning, advisory, and consulting experience involving tax, finance, and valuation.

Throughout his career, Tim has attended and taught thousands of hours of CPE, CLE, and undergraduate and graduate courses. For over 20 years, he taught law, finance, tax, and ethics at three different universities.

Tim holds a BA in economics, a JD in law, and completed his graduate studies in finance and tax. He is also a licensed attorney.

Richard Ferdinand, CPA

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.

He is a past recipient of the Outstanding Instructor Award from the AICPA and a recipient of the Education Foundation's Award for Instructor Excellence and the Meritorious Service Award. He has previously taught part time at UCLA in the undergraduate and graduate business programs. 

Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of New Jersey, Mr. Ferdinand graduated from Colgate University and received his MBA from the University of Chicago.

Allen L. Fetterman, CPA, MBA

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.

Allen is a member of the AICPA and the NYS Society of CPAs. He has chaired the NYS Society of CPAs Not-for-Profit Organizations, Professional Ethics, Audit, and Quality Controls Committees and the AICPA Joint Trial Board. He also served as Vice President of NYS Society of CPAs. Alllen received his BBA in 1968 and his MBA in 1973. He was elected to Beta Gamma Sigma, the national honorary society in business

 

John M. Fleming, CPA, MBA

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.

John’s prior practice experience includes audit, tax, consulting, office management, and human resource responsibilities with Deloitte LLP, Richard Eisner & Company LLP, and Ernst & Young LLP. John is a graduate of LaSalle and Drexel Universities with degrees in accounting and finance.

John served as the 1999/2000 President of the 8,300 member Greater Philadelphia Chapter of the Pennsylvania Institute of Certified Public Accountants (PICPA). In 2006, the PICPA recognized John as a Joseph E. Sterrett Fellow for his contributions to the accounting profession. In 2007, the Philadelphia Chapter recognized John with their Champion Award for his contributions to the PICPA, Chapter, profession, and community. John has also served as the 2002/2003 President of the American Accounting Association’s Mid-Atlantic Region

 

Tom Gancarski, CPA

Tom Gancarski provides privacy and security consulting services for SOC2 examinations, cybersecurity controls engagements, penetration testing, and GDPR/state privacy engagements at his firm, Thomas J. Gancarski CPA PC.  In addition, he offers advisory services for Human Resources, Transfer Pricing, and for general governance, risk, and compliance matters. Prior roles include audit, regulatory compliance, and risk positions at several global banks and at a regional public accounting firm. 

His Kaplan continuing education roles include presenting and creating course content relating to technology and accounting matters.

Tom has spoken at cybersecurity events and seminars for CPA and CISO audiences on multiple topics including cybersecurity/technology, privacy, governance, and vendor risk management. He holds CPA licenses in Indiana and Alaska, and is licensed to practice law in Massachusetts. Tom is also a Certified Information Privacy Professional/ Europe (CIPP/E), and a Certified Information Systems Auditor (CISA).

 

Kenneth Heaslip, MS, MBA, CPA, CGMA

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.

Kenn has been a Professor of Accounting at several universities including Seton Hall, where he was the students’ choice as “Educator of the Year” two years in a row, and in the Executive MBA program at Rutgers University. In addition, he was the National Director of the Becker CPA Review. Kenn earned his BA from Rutgers University and has an MS in Taxation and MBA in Finance from Seton Hall University

 

James Hodge, CGFM, CFE, CPA

James Hodge is currently the Director of Financial Statement Audits at the Department of Treasury's Office of Inspector General where he oversees financial statement audits, performance audits, evaluations, and attestation engagements. Prior to joining the federal government, he worked for PricewaterhouseCoopers in their Washington Federal Practice (now Guidehouse), advising federal entities on how to solve complex organizational issues, manage risk, and add value in financial and program management, operations improvement, and security and data management.

James is also an adjunct business professor at Howard University, Montgomery College, and University of Maryland Global Campus where he teaches upper-level undergraduate and graduate accounting courses. Additionally, James serves as an instructor for Becker Professional Education and Kaplan Professional. He is a Certified Public Accountant, Certified Fraud Examiner, and Certified Government Financial Manager. He received both his undergraduate and graduate business degrees from the University of Dayton.

As an active member of the accounting and auditing community, James has served in numerous leadership roles with the National Association of Black Accountants, the American Institute of Certified Public Accountants’ Government Accounting and Auditing Update Committee, and the Office of Management and Budget’s Executive Steering Committee on Fraud.

Bonnie Kennedy, CPA

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.

Bonnie began her accounting career with a regional CPA firm. She was involved in recruiting and training new staff and developed continuing professional education programs for the firm. After initial exposure to both taxation and attestation work, Bonnie eventually specialized in audits of manufacturing companies and not-for-profit entities.

As CFO and Controller of a closely-held manufacturing firm for over a decade, Bonnie was responsible for financial reporting, tax compliance, cost accounting, government contracting, budgeting, and cash flow management.

Bonnie holds a BS degree in business administration and MS degree in accounting from the University of Rhode Island. She is a member of the Rhode Island Society of CPAs, the Association of Certified Fraud Examiners, and the AICPA

 

Rebecca M. Lee, CPA, CGMA

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.

She has served on numerous AICPA and state society committees, including the AICPA Management Consulting Service Professional Practice Subcommittee, Small Business Consulting Practices Subcommittee, and Council of the AICPA. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. Rebecca currently serves on the Illinois Society of CPAs Peer Review Committee, which serves multiple state societies of CPAs.

Rebecca has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College. Rebecca holds a BS degree in accounting from Jacksonville State University, along with a master’s degree in Accounting from Birmingham Southern College. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs, and the AICPA

 

Joseph E. Manfré, CPA

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.

Joe’s experience and contacts in the employee benefits and labor industries prove invaluable to Benefit Funds Trustees and Management and Labor Executives, as well as to CPA firms with employee benefit plan audit and tax practices. His business and personal tax experience is also invaluable to individuals and business owners alike. Joe is a member in good standing of the AICPA, NYSSCPA, and the International Foundation of Employee Benefit Plans. He earned his BBA degree in accounting from Bernard Baruch College

 

Mark D. Mishler, MBA, CPA, CMA

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.

His experience includes auditing, SEC reporting, SOX compliance, IT, HR, strategic planning, risk management, and hedging for Breeze-Eastern, General Electric Healthcare, Amcast Industrial, Witco, Siemens Medical, and WR Grace. Mark currently provides fractional CFO services to small companies and project finance to large companies.

Mark has secured multiple debt and equity financings, including an IPO. He led global information technology ERP implementations and developed activity-based costing. Mark led accounting for 40 plants in 30 countries and led due diligence, negotiation, structuring, valuation, synergy realization, and integration for over 25 acquisitions.

Mark is Adjunct Professor of Management, Finance, and Accounting. He taught CMA review, graded the CMA exam, and wrote CPA exam questions. He is published in the Journal of Accountancy. Mark earned two BS degrees in chemistry and biology from Indiana University and his MBA from the University of Michigan

 

James J. Newhard, CPA

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.

Jim is a sole practitioner, providing tax (preparation and planning), accounting and reporting (review, compilation, preparation, agreed-upon procedures, U.S. GAAP adoption, implementation and application advisory and consulting), and advisory services to individuals, entrepreneurs, small- to medium-sized businesses, not-for-profit entities, estates, and trusts. James J. Newhard, CPA has been a long-time peered review practice (quality review certification) and consults for and assists small CPA firms/practitioners in “Pre” (preparing for) and “Post” (evaluation and remediation) Peer Review matters for financial statement and SSAE attest engagements, and assists as a Quality Review service for pre-issuance reviews.

Jim is a member of the AICPA (PCPS and Taxation Member) and the PICPA. He is a Greater Philadelphia Chapter past-president (2006-07) and recipient of both the Volunteer Service Award (2009) and the Champion Service Award (2012), and serves on several PICPA committees

 

Mark J. Patrick, CPA

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.

Mark is a presenter of CPE programs for Kaplan Financial Education, powered by Loscalzo Institute. He receives outstanding ratings for Current Federal Tax Developments, Debt-Related Tax Issues, Partnership Taxation, S Corporation: A Complete Guide, and Tax Staff Training programs. Mark presents tax conferences with great enthusiasm for the tax law and the profession of public accounting. He has also had articles published in various state society magazines and other tax publications.

Mark is a member of the American Institute of CPAs and The Ohio Society of CPAs. He is a graduate of Benjamin Franklin University in Washington, DC

 

David R. Peters, CPA, CFP, CLU, CPCU, MST, MBA

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.

David was the first-ever Chief Financial Officer at Compare.com, a position he held for over 3 years. He is an Adjunct Professor in Accounting & Finance at Winthrop University in Rock Hill, SC, and a National Instructor for the AICPA. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the US. He holds four masters’ degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. David was also a co‑author of the 2018 Virginia CPA Ethics course—a required course for all CPAs licensed in the Commonwealth of Virginia.

Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated

 

Bruce G. Pounder, CPA, CMA, CFM, DipIFR (ACCA), MBA

Bruce Pounder is the Executive Director of GAAP Lab, where he specializes in solving complex, ambiguous, and/or controversial technical accounting problems. Bruce has developed and presented over 3,000 hours of highly rated accounting seminars, conference sessions, and webinars for audiences around the world. He is also the author of numerous published books and articles on emerging accounting issues and technical accounting matters.

In addition to being a highly-regarded educator and author, his expert commentary has been quoted in Bloomberg, Reuters, Compliance Week, and other media outlets. Bruce is a CPA licensed in New Jersey and Indiana.

Nick Preusch, CPA, JD, LLM

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.

He was also an Internal Revenue Service (IRS) attorney at the IRS National Office in Washington, DC, where he was the lead attorney for several significant tax ethics cases.

Nick co-authored Tax Preparer Penalties and Circular 230 Enforcement, a textbook published by Thomson Reuters. He has also been published in the AICPA’s Tax Advisor and Journal of Accountancy along with CCH’s Journal of Tax Practice and Procedure. In 2017, he was named one of the VSPCA’s Top 5 Under 35. In 2018, he was named to CPA Practice Advisor’s Top 40 Under 40. In 2018, he was part of the AICPA’s New Face of Tax ad campaign.

Nick is a licensed attorney in New York and a Certified Public Accountant in Virginia. He earned an LLM in Taxation from Georgetown University, a JD from Case Western Reserve University, and an MS in Accounting from the University of Connecticut.

J. Michael Pusey, CPA

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.

Mike worked in National Tax, Washington, DC, for Laventhol & Horwath. He worked seven years in National Tax for Grant Thornton in Chicago and Los Angeles, where he coordinated tax research and wrote the firm’s tax publications. Mike served as Assistant Tax Director, coordinator of the Big Case IRS exam, at a NYSE financial institution where he was promoted to Vice President prior to starting his own practice.

Mike has written or contributed to four tax books and a finance course, including the AICPA Tax Study, Tax Planning Techniques for Individuals. He wrote a book on a type of charitable trust and was guest editor of the Arthur Andersen publication on charitable planning. He works and writes in practically all areas of taxation.

 

Howard Sibelman, CPA, MBT

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.

Immediately prior to joining CH International, Howard was a Business Assurance Partner at Moss Adams. At Moss Adams, Howard was a member of the firm’s International Services Group, IFRS Core Training Group, and Quality Control Coordinator for the Los Angeles office. Howard serves on the CalCPA Accounting Principles and Assurance Standards Committee and has extensive experience in accounting, auditing, and consulting to middle-market companies.

During his 50-year career as an auditor, including over 30 years as an audit partner, Howard was CPE Director for a national CPA firm, an instructor at USC, on the faculty of two of the largest CPA review courses, and authored and facilitated numerous firm and CPA Society education programs. Howard was also a founding member of the AICPA Employee Benefit Plans Audit Quality Center Executive Committee.

Jagruti Solanki

Jagruti Solanki is an assurance partner at Aprio, specializing in technology and blockchain. With the shift to and the emergence of more cryptocurrencies and crypto-businesses, she has been instrumental in the development of blockchain accounting best practices and the launch of Aprio’s Blockchain Services group.

Jagruti speaks at blockchain conferences across the United States, providing companies with insights, best practices, and pitfalls related to blockchain accounting, audit, tax, regulatory, valuation, and cyber risk considerations. She has dealt with issues in ASC 606 revenue recognition, business combinations and purchase accounting, consolidations, variable interest entities, fair value accounting, discontinued operations, trouble debt restructuring, and alternative financial instruments, including hedge funds and other derivatives.

In 2018, Jagruti received the AICPA’s Innovative Practitioner of the Year Award for her work on blockchain accounting.

Christa M. Yantis, CPA, CFE, CEBS, ACI

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.

Christa is a member of the South Carolina Association of Certified Public Accountants and the American Institute of Certified Public Accountants. She received her Master of Accountancy and Bachelor of Business Administration degrees from the University of Georgia. In addition to being a Certified Public Accountant, Christa is also a Certified Fraud Examiner (CFE) and holds the Certified Employee Benefits Specialist (CEBS) and Associate of Captive Insurance (ACI) designations.

 

Edward K. Zollars, CPA

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.

Ed has published tax podcasts on tax matters, currently producing the weekly audio and video Current Federal Tax Developments podcast on current tax matters for Kaplan Financial Education and the related blog with regular tax updates throughout the week.

Along with writing, editing, and presenting courses for the past 14 years, Ed has written articles published in Practical Tax Strategies and The Tax Adviser. He is a frequent contributor to a number of online professional tax discussion groups, starting as the Sysop of the AICPA’s Accountants Forum on CompuServe in the 1990s.

 

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