Coronavirus (COVID-19) Update: Kaplan’s top priorities are the health and safety of employees, students, customers, and the community. If you have individual concerns, please visit our FAQ page ».

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 Devlopment instructors are industry leaders.

MKT-015339_ACE-Instructor-Headshots-Adesanya
MKT-015339_ACE-Instructor-Headshots-Adesanya

Ini Adesanya, ACA, ACIT, CPA, CGMA, MST

Ini Adesanya is the President of Ini Adesanya CPA, PLLC and also owns Global Tax Lady LLC. Ini 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, Ini’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.

Professional image of Kaplan's subject matter expert Bernie Brown
Professional image of Kaplan's subject matter expert Bernie Brown

Bernard Brown, CPA

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.

Professional image of Kaplan's subject matter expert  Thomas Burger
Professional image of Kaplan's subject matter expert  Thomas Burger

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.

Professional image of Kaplan's subject matter expert Salvatore Collemi
Professional image of Kaplan's subject matter expert Salvatore Collemi

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.

MKT-015498_ACE-Instructor-Headshots-Dreyer
MKT-015498_ACE-Instructor-Headshots-Dreyer

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.

Professional image of Kaplan's subject matter expert Richard Ferdinand
Professional image of Kaplan's subject matter expert Richard Ferdinand

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.

Professional image of Kaplan's subject matter expert Allen Fetterman
Professional image of Kaplan's subject matter expert Allen Fetterman

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.

Professional image of Kaplan's subject matter expert John Fleming
Professional image of Kaplan's subject matter expert John Fleming

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.

Professional image of Kaplan's subject matter expert Tom Gancarski
Professional image of Kaplan's subject matter expert Tom Gancarski

Tom Gancarski, CPA

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.

Professional image of Kaplan's subject matter expert Robert Gilwee
Professional image of Kaplan's subject matter expert Robert Gilwee

Robert Gilwee, CPA

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.

MGraham_100x120
MGraham_100x120

Melissa Graham

Melissa Graham is the Chief Financial Officer for a not-for-profit in Greenville, SC. Prior to her current role, the bulk of her career has been in finance and management. She had served as CFO in different business sectors, including higher education. She also worked for a not-for-profit for eight years consulting in areas of finance, process improvement, grant management, fundraising, marketing, strategic planning, economic development, project management, special studies, and more.

Professional image of Kaplan's subject matter expert Kenn Heaslip
Professional image of Kaplan's subject matter expert Kenn Heaslip

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.

Professional image of Kaplan's subject matter expert James Hodge
Professional image of Kaplan's subject matter expert James Hodge

James Hodge

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.

Professional image of Kaplan's subject matter expert Bonnie Kennedy
Professional image of Kaplan's subject matter expert Bonnie Kennedy

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.

Professional image of Kaplan's subject matter expert Rebecca Lee
Professional image of Kaplan's subject matter expert Rebecca Lee

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.

Professional image of Kaplan's subject matter expert Joseph Manfre
Professional image of Kaplan's subject matter expert Joseph Manfre

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.

Professional image of Kaplan's subject matter expert Mark Mishler
Professional image of Kaplan's subject matter expert Mark Mishler

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.

Professional image of Kaplan's subject matter expert  Victorianne Musonza
Professional image of Kaplan's subject matter expert  Victorianne Musonza

Victorianne C. Musonza, CISSP, CISA, CIPP/US, CIPP/E, CIPM, FIP

Victorianne C. Musonza is a Licensed Attorney in North Carolina, New York, and Texas. She has over 12 years of combined legal, compliance, privacy, and information security experience. Her focus is on advising clients, mainly tech start-ups, on the potential business impacts of applicable privacy, cyber-security laws, and frameworks (SOC2, ISO27001, PCI, GDPR, HIPAA, HiTrust, GLBA, CCPA, FCRA, RFPA, BSA, 23 NYCRR 500).

Professional image of Kaplan's subject matter expert Jim Newhard
Professional image of Kaplan's subject matter expert Jim Newhard

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.

Professional image of Kaplan's subject matter expert Randy Newton
Professional image of Kaplan's subject matter expert Randy Newton

Randy C. Newton, CPA, CVA

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.

Professional image of Kaplan's subject matter expert Mark Patrick
Professional image of Kaplan's subject matter expert Mark Patrick

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.

Professional image of Kaplan's subject matter expert David Peters
Professional image of Kaplan's subject matter expert David Peters

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.

BRUCE-G-POUNDER_100x120
BRUCE-G-POUNDER_100x120

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.

Professional image of Kaplan's subject matter expert Nick Preusch
Professional image of Kaplan's subject matter expert Nick Preusch

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.

Professional image of Kaplan's subject matter expert J. Michael Pusey
Professional image of Kaplan's subject matter expert J. Michael Pusey

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.

Professional image of Kaplan's subject matter expert Howard Sibelman
Professional image of Kaplan's subject matter expert Howard Sibelman

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.

Jagruti-Solanki_100x120
Jagruti-Solanki_100x120

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.

Professional image of Kaplan's subject matter expert Dale Tuttle
Professional image of Kaplan's subject matter expert Dale Tuttle

Dale Tuttle

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.

Professional image of Kaplan's subject matter expert Stanley Wirtheim
Professional image of Kaplan's subject matter expert Stanley Wirtheim

Stanley P. Wirtheim, CPA

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.

Professional image of Kaplan's subject matter expert Christa Yantis
Professional image of Kaplan's subject matter expert Christa Yantis

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.

Professional image of Kaplan's subject matter expert Edward Zollars
Professional image of Kaplan's subject matter expert Edward Zollars

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.

Become an Instructor

Are you interested in joining our team of experts? Write courses and grow your personal brand alongside Kaplan Financial Education.