CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Archives: Instructors

Amy Vetter

Amy Vetter, CPA.CITP, CGMA, is the CEO of The B3 Method Institute and Drishtiq Yoga, a keynote speaker, corporate advisor, board member, author, and host of the podcast, Breaking Beliefs. As a CPA and Yogi — who specializes in Technology Innovation –- Amy provides a unique perspective. She inspires financial professionals to incorporate mindfulness into …

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Nainesh Shah, CFA

Nainesh grew up in Mumbai, India. He holds an MBA in finance from Dalhousie University, Canada, and a Bachelors in engineering from MS University, India. A keen interest in money management led him to take a position in New York City in 1994 with Sheer Asset Management, which merged with Roosevelt Investments in 2002. As …

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Evan M. Levine, ChFC

Evan began his career in the summer of 1988 as the very first intern for New York City’s #1 insurance agency, Mass Mutual Life. From 1988 to 2009, he provided insurance-based financial planning advice to investment bankers, attorneys, and business owners in NYC. With a strong desire to provide a higher level of objectivity and …

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William G. Engelbret, CPA, Ph.D.

  William G. Engelbret is an Associate Professor of Accounting at Penn State Altoona, where he has taught for three decades. Recently, Dr. Engelbret served as the Head of the Division of Business and Engineering at Penn State Altoona for nine years. He holds a B.A. in Accounting from Thiel College, an M.B.A. from the …

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Turan G. Bali

Turan G. Bali, PhD, is the Robert Parker Chair Professor of Finance in the McDonough School of Business at Georgetown University. The recipient of the 2014 Jack Treynor prize, he is the co-author of Mathematical Methods for Finance: Tools for Asset and Risk Management, also published by Wiley.

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K2 Enterprises (Randolph P. (Randy) Johnston, MCS)

Randy Johnston is a nationally recognized educator, consultant, and writer with over 30 years’ experience in strategic technology planning, accounting software selection, paperless systems, systems and network integration, business continuity and disaster recovery planning, business development and management, process engineering and outsourced managed services. A consultant for high profile technology vendors, Randy delivers national seminars …

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James P. Catty, CPA/ABV (US), CA/CBZ

James P. Catty, CPA/ABV (US), CA/CBZ (Canada), CFA, CFE, CGMA, ICVS, MA, is the president and founder of Corporate Valuation Services Limited, a Canadian firm that specializes in valuing technology-oriented businesses throughout the world. In 2006, he became chairman of the International Association of Valuators, Consultants, and Analysts (IACVA), a global financial knowledge transfer and …

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Richard Malekian, MBA

Richard Malekian, MBA, is the president of Shareholder Value Consultants, Inc., a management consulting firm specializing in helping client companies create value for shareholders through the implementation of economic profit and free cash flow programs. Those programs include the installation of financial management frameworks within client companies based on economic profit and free cash flow, …

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Kaye Thomas

Kaye Thomas is a lawyer, author and consultant whose practice has been largely devoted to taxation of investments. His books include Consider Your Options, the best-selling book on how to handle stock-based compensation, and Equity Compensation Strategies, a book for tax professionals and other advisors who help clients with stock option planning. His law degree is …

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Mike Latimer, CPA, MBA

Mike Latimer, CPA, MBA, is a manager of consulting at Accretive Solutions with more than 10 years of consulting experience in accounting and finance as well as 20 years of experience as a planning executive in a variety of service industries. His consulting background includes management accounting and reporting, enterprise risk management, ASC 718 accounting …

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William Roos

William Roos has been in the tax business for over 37 years. His specialty is training tax preparers to produce quality tax returns. He has written numerous tax papers and produced various worksheets and preparer aids with the idea of making it easier for tax preparers to have accurate tax information available to them. Bill …

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David F. Jarmusz, CPA, JD, LLM

David F. Jarmusz, CPA, JD, LLM, is a partner at Jarmusz & Associates Tax, LLC. He is also a veteran of the international tax departments of the ‘Big 4’ accounting firms of Coopers & Lybrand (Washington, D.C. and London, UK) and Ernst & Young LLP (Chicago). As a lifelong international tax practitioner, he has assisted …

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William J. McCluskey, PhD

William J. McCluskey is a Reader in Real Estate and Valuation at the University of Ulster, where he received his PhD in Real Estate Valuation in 1999. He has held various international positions including Visiting Professor of Real Estate at the University of Lodz, Poland, Professor of Property Studies at Lincoln University, Christchurch, New Zealand …

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Kurt Oestriecher

Kurt G. Oestriecher is the partner in charge of accounting and auditing services with Oestriecher & Company of Alexandria, Louisiana and has been with the firm since graduating from Northeast Louisiana University in 1986. Kurt is a member of the American Institute of Certified Public Accountants (AICPA) and the Society of Louisiana Certified Public Accountants …

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Mark Seid, EA, CPA, USTCP

Mark F. Seid, EA, CPA has an active tax practice in Paso Robles, California specializing in small businesses and tax controversy. A National Tax Practice Institute graduate, Mark is admitted to practice before the U.S. Tax Court. He has served as an Internal Revenue Agent with the IRS in San Jose and San Luis Obispo, …

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James E. Woy, CPA

Jim Woy, CPA, is a provider of auditing, accounting, and financial reporting services. Jim also performs peer reviews and presents numerous continuing education courses in the audit and accounting field. He also oversees tax services for corporations, partnerships, individuals, and nonprofit organizations. His service concentrations are government, nonprofit, construction, and health care. With 36 years …

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John G. Salek

John G. Salek is the National Leader of the Receivables Cycle Management Practice of Parson Consulting, a large financial consulting firm with offices throughout the United States and United Kingdom. He is a veteran financial professional with proven performance in receivables cycle management, including order and contract processing, billing, dispute management, credit control, collections, and …

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James S. Sagner, PhD, CCM, CMC

James S. Sagner, PhD, CCM, CMC, is with the School of Business of the University of Bridgeport (CT) teaching MBA-level courses in finance and international business. He’s a senior principal of Sagner/Marks and of Bank Credit Training Partners. He also teaches in the University of North Carolina’s Executive Development program. He has managed over 250 …

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Lynne Glennon

Lynne is a full-time faculty member for DePaul University’s Master of Science in Taxation program and teaches Transactions in Property, Taxation of Corporations and Shareholders, Partnership Taxation and Accounting for Income Taxes in the traditional classroom setting, as well as online for a national CPA firm. In addition to teaching, Lynne has written a chapter …

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Kevin R. Callahan, MBA, PMP

Kevin R. Callahan, MBA, PMP, is the founder and Chief Bulldog at The COO’s Bulldog, where he specializes in helping small companies find and fix problems in their operations and entrepreneurs build their back offices.

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L. Keith Jordan, CPA

L. Keith Jordan, CPA, has 40 years of experience in accounting, supervision, and management. His experience in industry includes work in many roles, including as a general accountant, cost and budgeting accountant, accounts payable supervisor, and property accountant. His work eventually led him to become a company controller. Keith also has experience in academic administration, …

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K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety …

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Mark A. Filippell, JD, MBA

Mark A. Filippell, JD, MBA, is a cofounder and managing director at Western Reserve Partners, a firm specializing in mergers and acquisitions. He has nearly 30 years of investment banking experience and has personally completed over 125 merger and acquisition transactions. Mark is the author of Mergers and Acquisitions Playbook: Lessons from the Middle-Market Trenches, published by …

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Linda Keith, CPA, CSP

Linda Keith, CPA, CSP, works in the fields of business and banking. She consults with community banks and credit unions on policy, guidelines, and procedures for credit analysis; reviews and advises on the adequacy of software and worksheets; provides training to business bankers; and provides ongoing support by phone, through print, and via online courses. …

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Nick Richards

Nick Richards represents individuals and businesses involved in tax audits, trials, and collections throughout Colorado, California, and the Western U.S. He joins Dill Dill Carr Stonbraker & Hutchings, P.C., after six years of experience successfully representing taxpayers and eleven years of experience as an IRS trial attorney. His diverse background as a tax controversy attorney …

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Steven Wagner

Steven Wagner is a nationally recognized thought leader on corporate governance. In 2009, Steve retired as the managing partner of Deloitte LLP’s Center for Corporate Governance, where he led the firm’s integrated strategy for governance services. He is a frequent speaker at governance conferences and directors’ colleges and has authored or contributed to numerous articles …

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Jim R. Hamill, CPA, PhD

Jim Hamill is the Director of Tax Practice at Reynolds, Hix & Co., P.A., in Albuquerque, New Mexico, where he provides tax consulting services for real estate, partnership, and corporate clients and also provides estate planning services for families. He is also a managing member of Exchange Facilitators, LLC, which provides qualified intermediary and exchange …

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Greg Conderacci

For more than four decades, Greg Conderacci has been using the magic of communication to help people lead happier, more productive, and more rewarding lives. A consultant in both personal energy and business development, he is a popular corporate trainer and keynote speaker. He teaches marketing at the Johns Hopkins School of Public Health. Greg’s …

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Daniel T. Moore, CPA

Daniel T. Moore, CPA, BBA, MPA, owns D.T. Moore and Company, LLC, an accounting firm that concentrates on tax planning and compliance. He serves on the legislative and public relations committee of the Ohio Society of CPAs. He has served on the Internal Revenue Service Advisory Council (IRSAC) and as chair on the Wage and …

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