Professional accounting bodies

Rootworks Acquires CPA Practice Advisor

Retrieved on: 
Tuesday, August 3, 2021
Consulting, Data management, Accounting, Technology, Professional services, Other Communications, Publishing, Communications, Other Technology, Other Professional Services, Finance, Accounting, Financial services, Business, CPA Practice Advisor, Certified Public Accountant, Professional accounting bodies, Postlethwaite & Netterville, CPA Magazine

Rootworks , the accounting professions premier firm-improvement organization, has acquired CPA Practice Advisor , a leading technology and practice management publication for accounting and tax professionals, from Endeavor Business Media LLC.

Key Points: 
  • Rootworks , the accounting professions premier firm-improvement organization, has acquired CPA Practice Advisor , a leading technology and practice management publication for accounting and tax professionals, from Endeavor Business Media LLC.
  • CPA Practice Advisor aligns with Rootworks mission to provide dedicated education and guidance to accounting firms, specifically in the areas of modern technology, practice management and client experience, said Darren Root, CPA, CITP, CGMA and Rootworks co-founder.
  • Rootworks and CPA Practice Advisor will combine powerful education-based resources and tools with an established and respected online publication to help move the entire profession forward.
  • Working with Rootworks to create and provide best-in-class tools and resources will allow us to improve our offerings and better serve our readership, said Gail Perry, CPA, editor-in-chief of CPA Practice Advisor.

Bay Area Financial Education Foundation Partners with Robinhood to Help Bay Area Students Improve Their Financial Literacy

Retrieved on: 
Tuesday, August 3, 2021
Professional certification in finance, Finance, Money, Personal finance, Financial services, Certified Financial Planner, Certified Public Accountant, Chartered Financial Analyst, Accountant, Professional accounting bodies

SAN FRANCISCO, Aug. 2, 2021 /PRNewswire/ -- The Bay Area Financial Education Foundation (BAFEF), a 501(c)(3) nonprofit organization formed by volunteers from the local finance industry, announces partnership with Robinhood to help Bay Area students improve their financial literacy.

Key Points: 
  • SAN FRANCISCO, Aug. 2, 2021 /PRNewswire/ -- The Bay Area Financial Education Foundation (BAFEF), a 501(c)(3) nonprofit organization formed by volunteers from the local finance industry, announces partnership with Robinhood to help Bay Area students improve their financial literacy.
  • BAFEF provides free classes taught by financial professionals in local high schools, youth organizations, colleges and support groups.
  • Robinhood's generosity and support will help us to reach thousands of students during the upcoming school year" says Tina Marchetti, BAFEF Executive Director.
  • BAFEF's volunteer teachers include Certified Financial Planners (CFP), Certified Public Accountants (CPA), and Chartered Financial Analysts (CFA).

CalCPA Education Foundation Appoints Scott Hoppe, CPA, As New President

Retrieved on: 
Monday, August 2, 2021
Certified Public Accountant, Non-profit organizations based in California, Burlingame, California, Professional accounting bodies, California CPA Education Foundation, California

BURLINGAME, Calif., Aug. 2, 2021 /PRNewswire/ --During last Friday's CalCPA Council Meeting and Education Foundation Annual Meeting of Members in Anaheim, Scott Hoope, CPA, DBA, MST, was installed as the 2021-2022 president of the CalCPA Education Foundation ("the Foundation").

Key Points: 
  • BURLINGAME, Calif., Aug. 2, 2021 /PRNewswire/ --During last Friday's CalCPA Council Meeting and Education Foundation Annual Meeting of Members in Anaheim, Scott Hoope, CPA, DBA, MST, was installed as the 2021-2022 president of the CalCPA Education Foundation ("the Foundation").
  • "Now more than ever, the pandemic has shown that technology is enabling CPAs to meet the new challenges of business today, whether for their own organizations or for clients," said Scott Hoppe, president of the CalCPA Education Foundation.
  • "Scott Hoppe is a respected, talented CPA, technologist, change agent and entrepreneur," said Richard Simitian, CPA, interim CEO of CalCPA and the CalCPA Education Foundation.
  • "As president of the Foundation board of trustees, Scott's experience leveraging new technologies will serve our membership well during his term of service."

New CalCPA Chair to Prioritize Re-Opening of the CPA Profession, Expanding Diversity and Inclusion and Student Outreach for the Coming Year

Retrieved on: 
Thursday, July 29, 2021
Certified Public Accountant, Non-profit organizations based in California, Professional accounting bodies, California CPA Education Foundation

Utilizing technology, making the profession more diverse, equitable and inclusive, and expanding the CPA student pipeline will be key priorities of Simons, she said.

Key Points: 
  • Utilizing technology, making the profession more diverse, equitable and inclusive, and expanding the CPA student pipeline will be key priorities of Simons, she said.
  • COVID-19 has prompted many CPA firms to move their operations to the cloud and many more firms are sure to follow.
  • CalCPA will help educate and use technology solutions to support CPA firms as the profession rolls out the new exam.
  • Simons has been a member of CalCPA since 2018 and was previously first vice chair of the CalCPA Board of Directors.

Carey Miller, CPA, CFF, Selected for the AICPA 2021 Leadership Academy

Retrieved on: 
Friday, July 23, 2021
Accounting, Professional accounting bodies, Certified Public Accountant, Business, CPA, Financial services, Indiana CPA Society, American Institute of Certified Public Accountants

Carey was selected based on her exceptional leadership skills and professional experience for the four-day Leadership Academy program, which will be held October 25-28.

Key Points: 
  • Carey was selected based on her exceptional leadership skills and professional experience for the four-day Leadership Academy program, which will be held October 25-28.
  • The AICPA Leadership Academy was designed to strengthen and expand the leadership skills of promising young professionals while they network with a peer group of talented and motivated CPAs.
  • The 2021 Leadership Academy attendees were recommended by their employers, state CPA societies, and/or volunteer organizations.
  • To date, more than 415 CPAs have participated in the AICPA Leadership Academy, many of whom have gone on to take on leadership positions in their firms, businesses, and volunteer organizations.

Avantax Expands Presence at AICPA Engage 2021 to Share How Integrating Financial Planning Services Helps Accounting Firms Drive Growth

Retrieved on: 
Tuesday, July 20, 2021
Finance, Money, Corporate finance, Financial management, Certified Public Accountant, Wealth management, Accounting, Professional accounting bodies, American Institute of Certified Public Accountants

At AICPA Engage 2021, Avantax will focus on how blending the trust and knowledge possessed by tax professionals with tax-advantaged financial planning services is a powerful, value-creating combination designed to drive growth for accounting firms, said Avantax Business Development Vice President Tim Stewart.

Key Points: 
  • At AICPA Engage 2021, Avantax will focus on how blending the trust and knowledge possessed by tax professionals with tax-advantaged financial planning services is a powerful, value-creating combination designed to drive growth for accounting firms, said Avantax Business Development Vice President Tim Stewart.
  • Avantax Planning PartnersSM is a national financial planning and wealth management firm that partners with CPA firms to combine and deliver holistic financial and tax-planning services to their clients.
  • Using the Guidance Planning Strategies planning tool, Avantax Planning Partners visually lays out a long-term plan, considering a wide array of financial decisions and their potential impacts on clients financial health.
  • Through this unique and proven approach, Avantax Planning Partners and CPA firms help clients make progress toward their financial goals through strategies such as asset management, estate planning, retirement planning, tax planning, risk management and more.

ActiveProspect Successfully Completes SOC2 Type II Security Audit

Retrieved on: 
Tuesday, July 13, 2021
Computer security, Data security, Articles, Computing, Security, Professional accounting bodies, Crime prevention, Information security, Security controls, ISACA, Audit

The results of the audit, which took place over a duration of three months, confirms that ActiveProspect's information security practices, policies, procedures, and operations meet the SOC2 standards for security and availability in the SaaS space.

Key Points: 
  • The results of the audit, which took place over a duration of three months, confirms that ActiveProspect's information security practices, policies, procedures, and operations meet the SOC2 standards for security and availability in the SaaS space.
  • The SOC2 Type II report is conducted by independent Information Technology control auditors following the AICPA and ISACA guidelines for audit of controls at service organizations relevant to Security, Availability, Processing Integrity, Confidentiality or Privacy.
  • "Our SOC2 audit result was a significant accomplishment for ActiveProspect and helps us further demonstrate our commitment to our clients around the design, testing and independent review of our IT security controls environment, policies, processes and procedures," says Benjamin Farrar, ActiveProspect Director of Privacy, Security, & Compliance.
  • "We are proud to demonstrate our continuous commitment to the security of our customers' data and the availability of our platform with our first SOC2 Type II audit," says Alex Wolfe, ActiveProspect's Chief Technology Officer.

(ISC)² Appoints Mat Young as Vice President of Global Advocacy

Retrieved on: 
Thursday, July 8, 2021
Professional accounting bodies, Accounting, American Institute of Certified Public Accountants, Business, Certified Public Accountant, (ISC)², Financial services

CLEARWATER, Fla., July 8, 2021 /PRNewswire/ --(ISC)2 the world's largest nonprofit membership association of certified cybersecurity professionals today announced the appointment of Mat Young as Vice President, Global Advocacy.

Key Points: 
  • CLEARWATER, Fla., July 8, 2021 /PRNewswire/ --(ISC)2 the world's largest nonprofit membership association of certified cybersecurity professionals today announced the appointment of Mat Young as Vice President, Global Advocacy.
  • Young also will be charged with developing (ISC)2's global thought leadership resources for government leaders and policymakers.
  • "We already know the global cybersecurity workforce gap is a serious concern for policymakers across the globe.
  • Young previously served as the vice president of state regulatory and legislative affairs for the American Institute of CPAs (AICPA) and oversaw that association's state advocacy program.

Jack Henry's Chief Risk Officer Named Board Chair of The Institute of Internal Auditors

Retrieved on: 
Thursday, July 8, 2021
Accounting, Business, Auditing, Articles, Internal audit, Professional accounting bodies, Corporate law, Institute of Internal Auditors, Committees, Audit, Board of directors, IIA

Today, the company announced that Charlie Wright, chief risk officer for Jack Henry, was named board chair of The Institute of Internal Auditors (IIA) Global Board of Directors.

Key Points: 
  • Today, the company announced that Charlie Wright, chief risk officer for Jack Henry, was named board chair of The Institute of Internal Auditors (IIA) Global Board of Directors.
  • The IIA is the internal audit profession's global voice, recognized authority, acknowledged leader, chief advocate, and principal educator.
  • As board chair, Wright will lead the 17-member Global Board, chair the Supervisory Committee, and preside over the General Assembly.
  • David Foss, board chair, president and chief executive officer for Jack Henry, added, "The addition of Charlie Wright as the board chair of IIA is a strategic and smart move.

Dark Horse CPAs Announce Hiring of Clark Watts as Principal Accelerator

Retrieved on: 
Tuesday, July 6, 2021
Certified Public Accountant, Accounting, CPA, Business, Economy, Professional accounting bodies

LOUISVILLE, Ky., July 6, 2021 /PRNewswire-PRWeb/ -- Dark Horse CPAs, a top accounting and tax firm serving small businesses and individuals across the nation, announces the hiring of Clark Watts, CPA as an Accelerator in the firm's Principal Accelerator Program.

Key Points: 
  • LOUISVILLE, Ky., July 6, 2021 /PRNewswire-PRWeb/ -- Dark Horse CPAs, a top accounting and tax firm serving small businesses and individuals across the nation, announces the hiring of Clark Watts, CPA as an Accelerator in the firm's Principal Accelerator Program.
  • "Clark has a very methodical and surgical way of practicing," says Chase Birky, CEO and co-founder of Dark Horse CPAs.
  • Interested CPAs are invited to dive deeper into the program on the Dark Horse website or by emailing [email protected] .
  • Dark Horse CPAs provides integrated tax, accounting and CFO services to small businesses and individuals across the U.S.