March 2009
North American Region
Letter from the Chair

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Dear Friends and Colleagues,

 

I am glad to report that the majority of North American firms ended 2008 in a very strong financial position. And, I can also say with some certainty that most of us are bracing for a much different result in 2009.

To say that 2009 is shaping up to be a challenging year is probably an understatement, given the state of the global economy.

Times like this bring the most important questions to the surface quickly. Partners in AGN member firms are asking each other:

• What is our plan for how we’ll adapt to persevere in this recession?
• How can we best help our clients to make it through?

At the Executive Committee and Board level of AGN North America, we’re asking questions like:


• How will the economy affect NA members’ participation in our May North American Regional meeting?
• What, if any, will be the effect of the economy on our annual staff training programs?
• How will the economy affect international members’ attendance at the World Congress in Chicago, which is being hosted this year by North America?
• What, if any, will be the impact on membership – both serving existing members and recruiting new members?

There are more questions than answers right now. Contracts have been signed and, in the case of AGN’s meetings, real money has already been spent.

But let me remind you: associations -- like AGN -- have a special role to play during times of uncertainty. The US Navy SEALS creed probably says it better than I can:

The lives of my teammates and the success of the mission depend on me (accountability)
If knocked down, I will get back up, every time. (resilience)
In the worst of conditions, the legacy of my teammates steadies my resolve and silently guides my every deed. (purpose)

Despite many uncertainties, we in AGN must unite in our legacy of accountability and resilience to ask - and answer - these questions. While the temptation to bury our heads in the sand is strong, ultimately, facing “the bitter facts” is the first step for going from “good to great”.

It’s definitely a time when being part of a group dedicated to sharing best practices – worldwide – will “steady our resolve”. Now, more than ever, we need to recommit to strengthen our communication with each other -- whether it be face-to-face or virtually.

We know that each firm will answer these questions to the best of their ability and for what is best for the firm. Please remember, too, that together, as an association of independent firms worldwide, we can weather this current challenge better than alone.

I hope to see many of you North Americans in Denver in May and many more of you from around the world in Chicago in October. We will do everything we can to plan both of these events for the maximum in information sharing and value for attendance.

Charlie McGimsey
Chair, North American Region
Windham Brannon P.C. CPAs
Atlanta, GA
Cmcgimsey@windhambrannon.com

 
Froehling Anderson
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Froehling Anderson, headquartered in the Minneapolis suburb of St. Louis Park, has been admitted to membership in AGN International Ltd, effective 1 January, 2009.

The 62 year-old firm becomes AGN’s 53rd North American member firm and the first admitted in 2009.
Froehling Anderson has 10 partners and a total staff of 44. The firm specializes in providing business consulting, tax and accounting services to manufacturers, distributors, commercial real estate and construction companies, and professional service organizations. Douglas Galka is the managing partner and joins the AGN-NA Board of Directors.

The firm prides itself on its long history of being focused on providing consulting services in addition to the auditing and tax services and being niche driven. FA also has a strong marketing culture and a strong HR program. Specialties include manufacturing, construction, distribution and professional service firms, as well as business valuations, cost segregation and research and development studies.
Reminder about FREE on-line training videos

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The AGN-NA Executive Committee approved underwriting the costs of licensing a streaming video employee training service called LEARNING ON CALL a year ago. The service includes a growing library of over 200 top quality education and training videos in over 30 HR, management and employee training categories.

After a simple one-time only on-line registration, the service is available to all employees 24/7/365 for free viewing on their desktops or laptops, or on in-house training programs.

The service is being provided by Learning Communications, LLC, an experienced training resource affiliate of our member firm in Irvine, California: Robert R. Redwitz & Co.

In order to handle the registration of your employees and to handle any IT issues or suggestions, your firm needs to designate a coordinator in your organization with whom we and Learning Communications may communicate.

The training videos may be accessed at an AGN-branded website for Learning on Call: www.learningoncall.com. Please check it out.


AGN-NA announces that
Stephen M.R. Covey
Is the featured speaker for the first annual APT Grad School Retreat
Wednesday, October 20, 2009*
The Drake Hotel in Chicago, IL!

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Make plans to attend, now!!!

*immediately following the AGN World Congress. APT Graduates attend free; $300 registration fee for all other AGN attendees.

“Leading at the Speed of Trust”

“Covey brilliantly focuses on that overlooked bedrock of democratic capitalism - trust. Like the air we breathe, we too often take this critical intangible for granted. As Covey makes clear, we do so at our ultimate competitive peril.”

Steve Forbes,
President & CEO, Forbes

 

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Look who’s waiting for you
at the AGN-NA
North American Regional Meeting!!
Register TODAY at:
www.agn-na.org
Who:
Afterburner Top Gun Pilots!!

Learn how to be part of a team that always completes its missions flawlessly! More necessary now -- in turbulent times – than ever!
Tuesday, 19 May 2009; 1:15 until 5:15
(General Session for all NARM and Advanced Partner Training attendees; 100% underwritten by AGN-NA.)
Westin Tabor Center Hotel, Denver, CO
What:
Breaking Barriers – Leading the World’s Top Corporations to Flawless Execution
Why:
 Learn how to be part of a team that always completes its missions flawlessly! More necessary now -- in turbulent times – than ever!
When:
Tuesday, 19 May 2009; 1:15 until 5:15
(General Session for all NARM and Advanced Partner Training attendees; 100% underwritten by AGN-NA.)
Where:
 Westin Tabor Center Hotel, Denver, CO
What else:
 This session will cap off 12 concurrent hours of high level CPE-worthy sessions on audit and accounting, information technology, business valuation, marketing, practice management, not-for-profit and human resources’ seminars and is the kick-off session for the 2009 Advanced Partner Training class and study group meetings.
 

Join the Class of 2009 APT program!

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If you’d like to continuously explore all the non-technical aspects of leading an accounting firm practice with other AGN-NA partners, principals and senior managers, then the AGN-NA Advanced Partner Training program is for you.

The next class will be 19 to 21 May 2009 in Denver, immediately following the NARM. APT participants will be able to attend both the Afterburner session and APT at no cost. Talk to your managing partner about getting involved and e-mail Nathalie Champagne at nchampagne@agn.org to find out more about the program.

There are many benefits to the program, but one of the most important is the opportunity to get to know at least 8-10 other AGN-NA firm partners better.

And, congratulations to the class which began in 2005, members of which are now about to graduate after completing four years in the program and the prerequisite number of modules. The graduation ceremony will be held in Denver during lunch on Tuesday, 18 May.

 
2009 Staff training dates finalized
The Tax training dates for 2009:
Level Date Location
1
2
3
4
5		 Oct 18-21
Oct 25-28
Nov 8-11
Dec 6-9
Nov 15-18		 Hickory Ridge, Lisle, IL (Chicagoland)
Hickory Ridge, Lisle, IL (Chicagoland)
Hickory Ridge, Lisle, IL (Chicagoland)
Denver Renaissance, Denver, CO
TBA
Level Date Location
EBP Audits
1
2
3
4
5		 May 3-5
Sep 20-24
June 14-17
June 21-24
Nov 1-4
Nov 16-18		 BWI Marriott, Baltimore, MD
Hickory Ridge, Lisle, IL (Chicagoland)
Hickory Ridge, Lisle, IL (Chicagoland)
Hickory Ridge, Lisle, IL (Chicagoland)
Denver Renaissance, Denver, CO
TBA

 

 
Summary - Staff Training Programs 2008

Audit
Level 1
9/21/08

Audit
Level 1
1/11/09
Audit
Level 2
7/13/08
(2 groups)
Audit
Level 3
7/27/07
(2 groups)

Audit
Level 4
11/9/08
(2 groups)

Location
Hickory Ridge, IL
Q Center, IL
Hickory Ridge, IL
Hickory Ridge, IL
Cheyenne Mnt, CO
Instructor(s)
Lori Mac
Eachern
Jex Varner
Jenn Pickles & Julie Weise
Ericka Racca & Sean O’Brien
Jex Varner/ Jacquie Alger
Instruction
Evaluation
4.8
5.0
4.7/4.6
4.5/4.9
4.7/4.8
Course
Materials
4.5
4.8
4.4/4.4
4.4/4.4
4.2/4.6
Overall Course
Average
4.7
4.9
4.6/4.5
4.5/4.7
4.5/4.7
Food & Facilities
4.1
4.5
4.2/4.0
3.9/3.8
4.0/4.3
Sunday
Activity/dinner
4.1
4.2
3.8/3.6
3.6/3.0
3.9/4.1
Monday
Night Dinner
3.7
4.8
4.5/4.1
4.0/3.5
3.7/4.0
# of Participants
26
24
25/25
23/23
17/17
# of Firms Represented
10
11
21
18
17
Cost per Participant
$ 2,361.48
$ 2,216 est
$ 1,944.74
$ 1,999.20
$ 2,055.12
 
 
Audit/Tax Level 5
11/16/08
Tax
Level 1
10/19/08
Tax
Level 2
10/26/08
Tax
Level 3
11/9/08
Tax
Level 4
11/16/08
Location
Cheyenne Mnt, CO
Hickory Ridge, IL
Hickory Ridge, IL
Hickory Ridge, IL
Cheyenne Mnt, CO
Instructor(s)
Nate Mohr
Bart Carson
Dan Deighton
Glenn Blair
**Tom Santomaggio/ Lance Weiss
Instruction
Evaluation
4.0
4.2
2.9
4.8
4.7
Course
Materials
3.4
4.3
4.0
4.3
3.9
Overall Course
Average
3.7
4.3
3.1
4.6
4.3
Food & Facilities
3.6
4.0
4.2
4.1
4.2
Sunday
Activity/dinner
3.5
3.8
3.5
3.4
3.4
Monday
Night Dinner
3.3
4.2
4.0
4.1
4.1
# of Participants
26
41
52
30
28
# of Firms Represented
15
15
20
14
14

Cost per Participant
$ 1,894.04
$ 1,613.65
$1455.82*
$ 1,768.63
$ 1,759.73

 

Sharegroup Teleconference Schedule

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Every AGN-NA member is invited to earn one hour of CPE by dialing in on the sharegroup teleconferences. For more information on the topics and registration, visit www.agn-na.org and click on Programs & Events

APRIL
23
Small Business Services Sharegroup Teleconference
Time: 2:00 p.m. ET / 1:00 p.m. CT / 12:00 p.m. MT / 11:00 a.m. PT


MAY
27
State & Local Tax Sharegroup Teleconference
Time: 3:00 p.m. ET / 2:00 p.m. CT / 1:00 p.m. MT / 12:00 p.m. PT

JUNE
9
Tax Sharegroup Teleconference
Time: 3:00 p.m. ET / 2:00 p.m. CT / 1:00 p.m. MT / 12:00 p.m. PT

 

Core Team Leaders’ teleconference schedule:

APRIL
27
Information Technology Sharegroup Core Team Leaders Teleconference
Time: 11:00 a.m. ET / 10:00 a.m. CT / 9:00 a.m. MT / 8:00 a.m. PT

29
State & Local Tax Sharegroup Core Team Leaders Teleconference
Time: 3:00 p.m. ET / 2:00 p.m. CT / 1:00 p.m. MT / 12:00 p.m. PT

MAY
5
Tax Sharegroup Core Team Leaders Teleconference
Time: 3:00 p.m. ET / 2:00 p.m. CT / 1:00 p.m. MT / 12:00 p.m. PT

 

Meet another North American Designated Resource

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AGN-NA has identified members within the association who are resources for more specialized assistance within certain practice specialties or industries. These individuals are referred to as “designated resources”. Please call on them to help you with your client needs.

State & Local Tax
Richard Huckaby
Partner
Pender Newkirk & Company

 

Twenty-two AGN-NA Designated Resources are specialists in:
Business Management Software
Business Valuations
Construction
Cost Segregation
Employee Benefits Administration
Fast Food Franchise [McDonald's]
Financial Services [Broker-Dealers and Hedge Funds]
Health Care: Medical Practices
International Tax

Mergers & Acquisitions [corporate finance, transaction valuation, equity & debt raises, working with private equity groups]
Mergers & Acquisitions [Purchasing and selling businesses, restructuring recaps, financing alternatives]
Private Foundations
Restaurants
SEC Practice

State & Local Tax

Tom Mauer*
Mark Hanson
Larry Steinberg*
Skip Grubanowitch
Bill Edwards*
Mike Miller
Howard Altman
Kam McQuay
Ranko Princip*, Dan Byrne*,
Paul Dailey*
Sid Shaver

Lou Banach*, Jim Gettel*

Brad Lusk
Sandy Beckman
Tom Bellante*, Jeffrey Somers*,
Ken Stephens*, Scott Walters*
Faith Gorman

 

Read more about each one at: www.agn-na.org/DesResources/resources.htm

How do I become a Designated Resource?
Your AGN-NA Board member must follow the nomination procedure. Board members may obtain the Guidelines and Nomination Form by logging in to the Members Only section at www.agn-na.org.
Mouse over the Board button in the lavender menu bar in the top portion of the screen, click on Board Business.
Click on Designated Resources Guidelines and Nomination Form.

* profiled in previous WWLinks.
New Members

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USA

Froehling Anderson

Contact: Doug Galka
1000 Shelard Parkway, Suite 400
St. Louis Park
MN 55426
Tel: (+1 952) 979 3100
Fax: (+1 952) 979 3159
e-mail: dgalka@fa-cpa.com
URL: www.fa-cpa.com

 
Member News

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Bederson & Company, LLP, West Orange, NJ, is pleased to announce that partner Matthew Schwartz, CPA, CIRA, CFE, CFF, MBA has recently been awarded the Certified in Financial Forensics (CFF) Credential by the AICPA. The firm welcomes Charles N. Persing, CPA, CFF, CIRA, CVA, CFE, as its newest partner. Chuck has more than 20 years of diversified experience in industry and public accounting, including corporate restructuring, forensic accounting, asset recovery and litigation and has extensive knowledge of business strategy and implementation. Also new to the firm are Kasha Struble and Katherine Crowe as senior accountants, and three staff accountants. Partner Sy Bressler, CPA, CFE was recently featured in New Jersey Business magazine (February ’09 issue) in an article entitled “In these troubled times, a little CPA know-how can make a business survive”.

The firm has partnered with the Community FoodBank of New Jersey. The firm has been collecting shelf-stable and fresh, perishable foods since the holidays and plans to continue through tax season.

In time for tax season: Bederson’s “Tax Arcade” – which includes pinball machines, video games, a pool table, a ping pong table, and air hockey – allows employees to mix business with pleasure. Being the firm’s busiest time of year, the in-house arcade was established to reduce stress during tax season and create a light-hearted, fun atmosphere for staff members during lunch breaks and extended work hours.

Blue & Co., with seven offices in Indiana, Kentucky and Ohio, is pleased to announce the promotions of Bradley Minor, CPA/ABV, ASA, CMEA and Alan Parks, CPA, MBA to Director of the firm. Brad performs business valuations, assists with real estate and machinery/equipment appraisals and has supported attorneys and clients in various areas of litigation. Alan works exclusively in the attest function, primarily in auditing of hospitals and related health care entities.

The firm added the following managers: Jennifer Mann (recruiting), Jan Green (training), Gary Ward, Eric Bennett; Tom Wolf as senior manager, and three staff accountants. The December 2008 issue of the Worldwide Link inadvertently omitted Cheryl Crawford’s promotion to senior consultant, and listed Dave Danic’s name as Dan Danic. We apologize for the errors.

The firm was recently named as one of the 2009 Best Places to Work in Indiana in the small&medium/sized employers by the Indiana Chamber of Commerce.

Beverly Nichols, Director of Pension Services at Bourgeois Bennett, L.L.C , two offices in Louisiana, has been selected to receive the AICPA National Public Service Award. The award will be formally presented to her at the April AICPA Spring Council meeting in Washington, DC. Bev was also the winner of the Society of Louisiana CPAs Public Service Award.

Brock and Company, CPAs, P.C., with five offices in Colorado, had an eventful 2008. The Fort Collins office relocated in November to 3711 JFK Parkway, Suite 315, and added four staff accountants. The Boulder office welcomed Mary Jo Larsen as manager and two staff accountants. In the Longmont office, Vanderlynn Stow celebrated 43 years with the firm. Van was also selected and honored as an “Everyday Heroes and Heroines Distinguished Award” recipient by the Colorado Society of CPAs. This office also added two staff accountants.

Clark, Schaefer, Hackett & Co., with five offices in Ohio, is pleased to announce that Pete Hackett, CPA, MBA, Jim Haubrock, CPA and Tom Hazelbaker, CPA have been selected among “Ohio’s Most Influential CPAs” by the Ohio Society of CPAs. Professionals chosen for this prestigious award demonstrated a significant contribution to the growth, development and evolution of the CPA profession and the status of CPAs. Promoted to manager accountant is Brittany Lawrence.

Clothier & Head P.S., Seattle, WA has named Randy Howard, CPA, Ronald Nagle, CPA, MS-Tax, and W. Daniel Case, CPA as principals. Randy’s practice emphasis includes strategic tax planning, planning for high net worth individuals and families, tax compliance, and tax consulting for closely held businesses. Ron specializes in income tax, retirement, and estate planning for high net worth individuals and business owners.
Dan is the director of the firm’s construction and real estate services niche.

Susan Bettis, CPA was promoted to accounting & auditing manager while Aries Lazaro and Erin Nakasone were promoted to accounting and auditing senior accountants, and Jamie Randal to tax senior accountant.

Concannon, Miller & Co., P.C., with offices in Pennsylvania and Florida, has admitted William Schielle, III, CPA, CFP, PFS as a shareholder. Bill’s primary focus is serving a portfolio of McDonald’s owner/operators in Florida, Texas and other states in the south and southwest. Milan Slak, JD, LL.M, CPA has been promoted to senior tax manager, while Angela Chiariello has been promoted to senior manager.

Congratulations to the firm for winning the 2008 Excellence in Business Award by the Greater Lehigh Valley Chamber of Commerce. The firm will be featured in a special by the local PBS station.

Cowan, Bolduc, Doherty & Company, LLC, North Andover, MA recently had several of its staff visit the students enrolled in the accounting program at Merrimack College. Jerry Bolduc, Brian Frazier, Amy Keller and Rachael Kuzmick introduced the students to the real world of public accounting – internships, getting that first job, obtaining a CPA license and more.

Daszkal Bolton LLP, with three offices in South Florida, is pleased to announce that the firm has entered into a merger agreement with Poole Goldstein LP as of February 1, 2009. The following professionals are joining the firm as a result of the merger: Keenan Poole, CPA, CVA and Irving Goldstein, CPA, PFS as partners; Howard Hammer, CPA as principal; Richard Edsall, CPA as senior manager; Geraldine (Dee Dee) Rinaldi, CPA as manager; two supervisors and two associates.

Edelstein & Company LLP, Boston, MA, is pleased to announce the following promotions to partner: Marc Bello, CPA, CVA; Jonathan Gorksi, CPA, MBA; Denis Higgins, CPA, PFS, CFA, CFP®; Kerry Johnson, CPA; and Alfons Perillo, CPA, CFE, MSW. Promoted to principal are Michael Antonelli, CPA and Christopher Swain, CPA.

Faw, Casson & Co., LLP, with two offices in Delaware and Maryland, is pleased to announce that Brian Stetina, CPA has been selected to participate in the 2008/2009 Leadership Central Delaware (LCD) Program sponsored by the Central Delaware Chamber of Commerce. A ten-month program, LCD brings together current and emerging community and business leaders to develop diverse networks of resourceful, informed and proactive leadership throughout the region.

Goldstein, Karlewicz & Goldstein, LLP, with three offices in New York, has acquired the practice of Eugene Fleishman, CPA, Poughkeepsie, NY, which adds a fourth office to the firm (75 Washington Street Poughkeepsie, NY 12601, USA). Gene, who has many years experience in the area of estate and trust taxation, joins GKG as a principal.

Kernutt Stokes Brandt & Co., Eugene, OR, recently announced the addition of Zoe Zhou, CPA, Ralyn Nossaman, and Shealene Shafer to its professional staff. The firm’s forensic team is helping to promote the ACFE Report regarding small business’ vulnerability to fraud.

Lumsden & McCormick, LLP, Buffalo, NY, announces that Christopher Ruminski, CPA, MBA and Robin Brand, CPA have been promoted to principal. Promoted to manager are Christa L. Kopacz, CPA and Mary Young, CPA. Promoted to senior accountant are William P. Allen; Thomas W. Briggs, CPA; George Clark, Jr.; Michael R. Conway; Jeffrey Ermer; Rebecca L. Hoyt; and Michael R. P

In celebration of its centennial anniversary, the Ohio Society of CPAs has named 100 CPAs “whose contributions have shaped the profession in Ohio and around the nation.” Meaden & Moore, LLP, with twelve offices in Ohio, Illinois, New York, Pennsylvania, North Carolina, Georgia, California, Florida and Arizona, is proud to announce that two of the firm’s retired partners have been named as honorees. Lowell “Newt” Baker and James T. Martin have both served as managing partners of the firm. Mr. Baker was the firm’s third managing partner and was instrumental in the OSCPA’s efforts to expand and help members compete in the consulting arena. Mr. Martin was the firm’s fourth managing partner and has served in many leadership capacities within the Society, the AICPA, the National Association of State Boards of Accountancy and numerous other organizations.

Peter DeMarco, CPA and vice president of the firm, has been appointed president of the board of directors of the Cleveland Rape Crisis Center. The Center is a social change agent dedicated to serving all survivors and those supportive of them at any point following their experience of sexual violence through superior direct services, advocacy, education, training and activism.

Lawrence J. Evans, CPA, has joined the firm as Director of State and Local Tax Services. Mr. Evans is a former Big 4 Partner and has over 25 years of federal and state tax experience. He has consulted with companies of all sizes in the manufacturing, wholesale, retail, service, construction, technology and financial industry groups.

Pender Newkirk, Tampa, FL, recently received an unqualified report from the PCAOB based upon its inspection of the firm’s accounting and auditing practice. Congratulations to the firm!

Rothstein, Kass & Company, P.C., with nine offices in New York, New Jersey, California, Texas, Colorado, and Cayman Islands, is celebrating its 50th anniversary. Throughout its history, RK’s commitment to being an employer of choice has provided the foundation for the firm’s success. The firm has been recognized as a “Best Place to Work” in all markets of operation and was recently ranked as the top accounting firm to the alternative investment industry by Alpha Magazine.

Also at the firm, an Environmental Focus Group has been created with a mission to reduce the environmental impact of the firm in all its offices nationwide. The most significant change to date was achieved by setting all the firm’s printers to print duplex by default, which has resulted in a savings of over one million sheets of paper and eliminated the costs associated with its purchase. Current ongoing initiatives are concentrated on power savings, electronics recycling, and exploring volunteer efforts to help support the environment.

Schenck Business Solutions, with nine offices throughout Wisconsin, has formed a Financial Crisis Response Team to guide and assist companies challenged by the current economy. The team is comprised of experienced professionals with expertise in cash management, banking and financing, operations consulting, process improvement, inventory and receivables management, strategy development, technology integration and more. Team members are available to provide specialized guidance to businesses struggling to maintain their success throughout this difficult period.

The firm is pleased to announce that Corey J. Kolbe, CPA, CFP, MST; Dan Koszalinski, CMA, CPA; James R. Michels, CPA; Patrick J. Ness, CPA; and Jeff Oonk, CPA, have recently been named shareholders.

Sharrard, McGee & Co., P.A., with two offices in North Carolina, is pleased to announce that the firm’s managing partner, Alan Scheppmann, CPA, has been nominated for Business Leader of the Year by Business Leader Magazine. The criteria for award winners includes business accomplishment, personal accomplishment, community service, demonstrated leadership, demonstrated mentoring, and held in high regard by peers.

 

Sisterson & Co. LLP, Pittsburgh, PA, is pleased to announce the promotion of Mark Uebele, CPA to Assurance Services Director. Tax partner Bill Richardson, CPA presented at the Pittsburgh Tri-State Area Conference in September on Capital Gains Tax Planning: 2008 & Beyond. Tax partner Mike Comstock, CPA has been elected treasurer of the Rotary Club of Three Rivers for 2008-2009. Dee Palaschak, CPA, tax director, has been accepted into membership of the Allegheny Tax Society which is comprised of 100 prominent tax professionals serving the tri-state area.

 

Thomas, Judy & Tucker, P.A., Raleigh, NC, is pleased to announce that Caroline Abbott, CPA; Jeffrey Brovet, CPA; and James Tiller, CPA have been promoted to the position of shareholder in the firm. All three have worked in the firm as senior managers prior to their elevation. Caroline and Jim serve clients in the firm’s tax practice, while Jeff does the same in the attestation practice.

 

Weinstein Spira & Company, P.C., Houston, TX, announces that Tobias J. McFaul, CPA has been promoted to tax manager, while Kelly Murphy, CPA has joined the firm as a tax manager.

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