CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Archives: Instructors

Chris Pembrook Headshot

Chris Pembrook, CPA,MBA,CGAP,CRFA

Chris Pembrook, MBA, CGAP, CPA, is a manager for Crawford & Associates, P.C., Certified Public Accountants. The accounting firm is located in Oklahoma City, Oklahoma, and specializes in providing auditing, consulting, and accounting services solely to governmental entities. Before joining Crawford & Associates, P.C., Chris served as the CFO for Oklahoma Police Pension & Retirement …

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Jim Lindell Headshot

Jim Lindell

James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic and financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer, Controller, and Corporate Assistant Controller. Jim has worked with a variety of industries including manufacturing, health care, not-for-profit, …

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Alice Orzechowski Headshot

Alice Orzechowski, CPA

Alice Orzechowski, CPA, CMA, EA, was born and raised in Washington, DC. She holds BS degrees in Economics and Accounting from the University of Maryland, and an MS in Administration and Management from Hood College. She is licensed as a Certified Public Accountant, Certified Management Accountant, and Enrolled Agent. Alice has provided advice on tax-related …

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Doug Stives Headshot

Doug Stives, CPA

Douglas (Doug) Stives, CPA, MBA, is a full-time professor of accounting at Monmouth University in West Long Branch, New Jersey, where he started in 2006. Doug was honored as the Outstanding Business Professor of the Year in 2009 and 2016. He graduated from Lehigh University with a BS in 1968 and an MBA in 1969. …

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David W. Young Headshot

David W. Young

David W. Young is a professor of management, emeritus, at Boston University (BU) School of Management, where he was nominated four times for BU’s prestigious Metcalf Award for teaching excellence. While at BU, he taught undergraduate, MBA, executive MBA, and executive nondegree courses on financial accounting, management accounting, and responsibility accounting systems. His courses were …

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Richard Matta Headshot

Richard Matta

Richard K. Matta advises clients with respect to the structuring and marketing of investment products and financial services to 401(a) tax-qualified retirement plans, voluntary employees beneficiary association (VEBA) plans, 403(b) and 457 plans, IRAs, and other tax-exempt investors. His practice focuses on the intersection of ERISA Title I with securities, tax, corporate, banking, and other …

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David Klasing Headshot

David Klasing

As a former auditor, Mr. Klasing uses his past experience in public accounting to help his clients avoid tax problems before they develop where possible. As a Combo Attorney CPA he aggressively protects his clients’ interests during audits, criminal investigations or in Tax Litigation. David Klasing has assisted thousands of businesses and individuals through the …

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Steven B. Gorin Headshot

Steven B. Gorin

Steve is a nationally recognized practitioner in the areas of estate planning and the structuring of privately held businesses. Lawyers, accountants and business owners regularly look to Steve for fresh, highly knowledgeable insights into the best possible tax and estate planning approaches to their transactions. Steve crafts estate plans for individuals, keeping in mind their …

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Claudia Hill Headshot

Claudia Hill, EA, MBA

Claudia Hill, EA, MBA, is a nationally recognized tax professional and a frequent lecturer on taxation of individuals and representation before the IRS. She’s the editor in chief of CCH’s Journal of Tax Practice & Procedure, coauthor of CCH Expert Treatise Library: Tax Practice and Procedure, and a frequent presenter for both live and audio CPE seminars. Named a …

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Wendy Nemitz Headshot

Wendy Nemitz

Wendy founded Ingenuity Marketing Group in 1992 and is known for her: • Strategic vision. Wendy has a way of seeing how people and systems work and bringing people together to make change happen. • Way with words. She helps clients zero in on key messages and themes that define their businesses. She’s also a professional speaker and trainer …

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Dawn Wagenaar Headshot

Dawn Wagenaar

Dawn Wagenaar is a principal of Ingenuity Marketing Group. She offers senior-level marketing strategy and business development expertise, including: • An integrated approach to growth. Dawn delivers award-winning consulting and oversight to drive fast results with marketing plans, sales leads, and client retention. • Focused attention on results. Dawn understands how major decisions impact her clients and their bottom …

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George Lucas Headshot

George Lucas

George Lucas, PhD, has been a valued resource to organizations as a speaker, trainer, consultant, and coach for over 30 years. He’s the author and coauthor of several successful books, including The One Minute Negotiator: Simple Steps to Reach Better Agreements, a New York Times and Wall Street Journal international best seller he coauthored with Don Hutson (foreword by Ken Blanchard). …

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Don Hutson Headshot

Don Hutson, CSP, CPAE

After becoming the most successful salesperson in a national training organization, Don Hutson, CSP, CPAE, established his own training firm and was soon in demand as a professional speaker. Don is a member of the prestigious Speakers Roundtable and was elected by his peers to the presidency of the National Speakers Association (NSA). He received …

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Ray Thompson Headshot

Ray Thompson, CBA, CFM, CMA

Dr. Ray Thompson, CBA, CFM, CMA, is an emeritus associate professor of accounting and finance at the University of Pittsburgh. He served as department head at the University of Pittsburgh at Johnstown (UPJ) campus for over 25 years. He was the associate director of UPJ’s Entrepreneurial Development Assistance Project, where he was involved in financial …

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Jennifer Elder Headshot

Jennifer Elder, CPA, CFF, CIA, CMA

Jennifer H. Elder, CPA, CMA, CIA, CFF, is the president and founder of The Sustainable CFO. She has a background in accounting and finance that spans more than 25 years. She has a Master of Science in Organizational Management and Leadership. Jennifer is also a faculty member at Antioch University New England in the Green …

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Sridhar Ramamoorti Headshot

Sridhar Ramamoorti

Dr. Sridhar Ramamoorti, ACA, CPA/CITP/CFF/CGMA, CIA, CFE, CFSA, CGAP, CGFM, CRMA, CRP, MAFF, is an associate professor of accounting at the University of Dayton. Previously, he was an associate professor of accounting and director of the Corporate Governance Center at the Michael J. Coles College of Business at Kennesaw State University. Dr. Ramamoorti has a …

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Larry L. Perry Headshot

Larry L. Perry, CPA

Larry L. Perry, CPA, has been in practice for over 40 years. He writes accounting and auditing manuals and is currently an author and presenter of live staff training seminars, live webcasts, and self-study CPE programs, including self-study courses for Western CPE. He’s a managing member of CPA Firm Support Services, LLC, an organization that …

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Sefton Boyars Headshot

Sefton Boyars, CPA, CFS, CGFM, CIA

Sefton Boyars, CPA, CFS, CGFM, CIA, was the U.S. Department of Education’s regional inspector general for audit in regions IX and X until he retired in 1996. During his 35-year career, Sefton worked for a variety of federal and local government audit agencies. He’s a member of the California Society of CPAs and was a …

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Evan Stubbs Headshot

Evan Stubbs

Evan Stubbs lives in Sydney, Australia, one of the few places in the world where a 30-hour flight itinerary fails to raise even a single eyebrow. His childhood was mainly spent (often unsuccessfully) avoiding brain-controlling parasites, civil war, and biblical floods. He now spends most of his spare time filling in bandicoot holes in his …

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Paul K. Chaney Headshot

Paul K. Chaney

Paul Chaney is the E. Bronson Ingram Professor of Accounting in the Owen Graduate School of Management at Vanderbilt University. He has been at the Owen Graduate School since obtaining his PhD from Indiana University in 1983. He has taught both undergraduate and graduate students and currently teaches the core financial accounting class for both …

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Debra C. Jeter Headshot

Debra C. Jeter

Debra Jeter is an Associate Professor of Management in the Owen Graduate School of Management at Vanderbilt University. She received her PhD in accounting from Vanderbilt University. Dr. Jeter has published articles in The Accounting Review, The Journal of Accounting and Economics, Auditing: A Journal of Practice & Theory, Contemporary Accounting Research, and Accounting Horizon, as well …

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Marshall Romney Headshot

Marshall Romney, CPA, PhD, CFE

Marshall Romney, CPA, PhD, CFE, is the John and Nancy Hardy Professor of Accounting and Information Systems in the Marriott School of Management at Brigham Young University (BYU). He holds a bachelor’s and a master’s degree from BYU. Upon graduation, Marshall worked as an auditor with Touche Ross & Co. in Los Angeles. Marshall left …

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Mary S. Schaeffer Headshot

Mary S. Schaeffer, MBA

Mary S. Schaeffer, MBA, has the inimitable ability to find accounts-payable-related solutions that really work—without making a major dent in the bottom line. Armed with a degree in math and a graduate degree in finance, she takes a “roll up your sleeves and dig into the details” approach to finding solutions to those problems that cause …

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Rod Redding Headshot

Rod Redding, PhD, CPA

Dr. Rod Redding received his PhD from Penn State University after working with Price Waterhouse and IBM. Presently, he presents seminars and webcasts and prepares self-study courses for Western CPE. He has over 30 years’ experience as a professor at universities such as the University of North Carolina, the University of Utah, Georgetown University, and …

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David W. Holt Headshot

David W. Holt, CPA, CFE

David Holt, CPA, CFE, has been recognized by the AICPA as an Outstanding Discussion Leader for the state of Texas. He also was voted Outstanding Speaker of the Year for 2006–2007 by the Rio Grande Valley Chapter of the Texas Society of CPAs. He has more than 30 years’ experience in public accounting (as an …

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