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.
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.
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.
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, 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.
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.
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.
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.
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.
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.
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).
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.
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.
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.
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 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.
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.