Certified Public Accountant

Dallas CPA Firm Announces New Shareholder

Friday, November 20, 2020 - 10:00pm

DALLAS, Nov. 20, 2020 /PRNewswire-PRWeb/ --Patten Thiebaud LLC is proud to announce Mandy Thiebaud as the firm's newest shareholder and the consequent change of the firm name.

Key Points: 
  • DALLAS, Nov. 20, 2020 /PRNewswire-PRWeb/ --Patten Thiebaud LLC is proud to announce Mandy Thiebaud as the firm's newest shareholder and the consequent change of the firm name.
  • Firm President, Mark Patten, comments, "It is my great pleasure to announce Mandy as a shareholder in our firm.
  • In addition to the firm name update, Patten Thiebaud LLC has also revitalized the firm website.
  • Patten Thiebaud LLC is a Dallas based CPA firm providing businesses and individuals, across a wide array of industries, with customized tax, accounting and business advisory services.

Michelle Tran Receives AICPA Forensic and Valuation Services Standing Ovation

Friday, November 20, 2020 - 3:30pm

HOUSTON, Nov. 20, 2020 /PRNewswire/ --The American Institute of CPAs (AICPA) Standing Ovation Recognition Programhas recognized Michelle Tran among 22 outstanding young CPAs in the areas of forensic accounting and business valuation.

Key Points: 
  • HOUSTON, Nov. 20, 2020 /PRNewswire/ --The American Institute of CPAs (AICPA) Standing Ovation Recognition Programhas recognized Michelle Tran among 22 outstanding young CPAs in the areas of forensic accounting and business valuation.
  • Tran, along with a select group of CPAs age 40 and younger from across the country, was honored at the AICPA's 2020 Forensic & Valuation Services (FVS) Conference in Las Vegas.
  • The Standing Ovation Program recognizes young CPAs who go above and beyond in giving back to their companies, their communities and the accounting profession.
  • Recipients also exhibit exemplary professional achievement in the specialty areas of forensic accounting and business valuation.

DGAP-News: Gunnar Glöckner Appointed as New CFO of PSI Software AG

Friday, November 20, 2020 - 9:01am

Berlin, November 20, 2020 - Effective 1 July 2021, Gunnar Glckner (50) has been appointed to the Management Board of PSI Software AG as Chief Financial Officer.

Key Points: 
  • Berlin, November 20, 2020 - Effective 1 July 2021, Gunnar Glckner (50) has been appointed to the Management Board of PSI Software AG as Chief Financial Officer.
  • As the company already announced on 31 July 2020, Harald Fuchs will leave the company at the end of his contract on 30 June 2021.
  • Gunnar Glckner, certified public accountant and graduate in business administration, has been working for an international auditing company for 25 years.
  • Gunnar Glckner is married and father of five children.

Reggora Welcomes Paul Deeley and Emma Brudner to Scale Financial and People Operations

Friday, November 20, 2020 - 5:01am

Paul Deeley recently joined as Chief Financial Officer, overseeing all financial, legal, operational, and human resource functions for the team.

Key Points: 
  • Paul Deeley recently joined as Chief Financial Officer, overseeing all financial, legal, operational, and human resource functions for the team.
  • Emma Brudner will join on November 23rd as Head of People Strategy to scale people operations and culture.
  • "The addition of both Paul and Emma could not come at a better time for Reggora," said CEO Brian Zitin.
  • An experienced financial executive and CPA, Deeley brings twenty-five years of extensive finance, administration, and operational experience in technology and services industries to Reggora.

CPA Tom Wheelwright Discusses Prop 208 Concerns

Thursday, November 19, 2020 - 7:00pm

Tom Wheelwright, CPA and CEO of WealthAbility, believes that Prop 208 will deter businesses from moving to Arizona and encourage businesses to leave Arizona for nearby Nevada, Utah and Texas.

Key Points: 
  • Tom Wheelwright, CPA and CEO of WealthAbility, believes that Prop 208 will deter businesses from moving to Arizona and encourage businesses to leave Arizona for nearby Nevada, Utah and Texas.
  • Unfortunately, Prop 208 does not include specific legislative oversight to ensure that the funds produced by this tax are going to teachers.
  • Wheelwright believes that we will likely see Prop 208 go to court to be overturned.
  • Tom Wheelwright is a CPA, CEO of WealthAbility, Best-Selling Author of Tax-Free Wealth (Rich Dad Advisors Series), Speaker, Entrepreneur and Host of 2 popular podcasts: The WealthAbility Show with Tom Wheelwright CPA and The WealthAbility for CPAs Show.

NexPhase Capital-Backed KnowFully Learning Group Establishes Growth-Focused Financial Education Business Unit

Thursday, November 19, 2020 - 3:22pm

RADNOR, Pa., Nov. 19, 2020 /PRNewswire/ --KnowFully Learning Group ("KnowFully" or the "Company"), a leading provider of continuing professional education, exam preparation courses, and digital learning solutions to the accounting, finance, and healthcare sectors, today announced the launch of its financial education business unit, KnowFully Financial Education, which will operate under the Company's Surgent brand.

Key Points: 
  • RADNOR, Pa., Nov. 19, 2020 /PRNewswire/ --KnowFully Learning Group ("KnowFully" or the "Company"), a leading provider of continuing professional education, exam preparation courses, and digital learning solutions to the accounting, finance, and healthcare sectors, today announced the launch of its financial education business unit, KnowFully Financial Education, which will operate under the Company's Surgent brand.
  • In conjunction with this announcement, KnowFully has appointed Liz Kolar, CPA, CGMA, to lead the new business unit as Executive Vice President, Financial Education, and Kurt Mueller as Senior Vice President, Sales.
  • Surgent's new online learning center, Surgent IQ, will round out the new division's portfolio with career-building educational courses that enable lifelong learning.
  • I am confident that they bring the right leadership, experience, and approach to grow our financial education business."

Ergotron's Joe Coughlin Named 2020 CFO of the Year Honoree

Thursday, November 19, 2020 - 3:43pm

Ergotron , a global company focused on improving how people work, learn, play and care for others, announced today that its CFO and executive vice president, Joe Coughlin, CPA, CGMA , has been named a 2020 CFO of the Year by The Minneapolis/St.

Key Points: 
  • Ergotron , a global company focused on improving how people work, learn, play and care for others, announced today that its CFO and executive vice president, Joe Coughlin, CPA, CGMA , has been named a 2020 CFO of the Year by The Minneapolis/St.
  • View the full release here: https://www.businesswire.com/news/home/20201119005932/en/
    Ergotron's Joe Coughlin is recognized as a 2020 CFO of the Year honoree.
  • We are incredibly proud to see Joe recognized by his peers and the broader community for his contributions at Ergotron.
  • Paul Business Journal will recognize the 2020 CFO of the Year honorees during a virtual event today.

Companies Plan to Rightsize and Renegotiate Real Estate & Lease Portfolios in 2021 – LeaseQuery Survey

Tuesday, November 17, 2020 - 2:00pm

According to a new LeaseQuery survey, cost optimization, flexibility and liquidity are now the key goals driving companies plans to rightsize and renegotiate their real estate and leasing footprint in the next year.

Key Points: 
  • According to a new LeaseQuery survey, cost optimization, flexibility and liquidity are now the key goals driving companies plans to rightsize and renegotiate their real estate and leasing footprint in the next year.
  • (Graphic: Business Wire)
    As for rightsizing, 31% of survey respondents are reducing their overall real estate footprint now.
  • Another 22% expect their lease portfolio will be smaller next year, according to The COVID-19 Lease Impact Report: How Companies are Navigating Lease Accountings New Normal .
  • LeaseQuery helps more than 10,000 accountants and other finance professionals eliminate lease accounting errors through its CPA-approved lease accounting software.

Accounting Seed Unveils Reimagined Bank Direct Connect Feature

Tuesday, November 17, 2020 - 1:57pm

COLUMBIA, Md., Nov. 17, 2020 /PRNewswire/ --Native Salesforce Partner, Accounting Seed, brings the completely redesigned Bank Direct Connect feature to marketthis November for smoother, more sophisticated bank transaction data management that fully embraces Salesforce's Lightning technology.

Key Points: 
  • COLUMBIA, Md., Nov. 17, 2020 /PRNewswire/ --Native Salesforce Partner, Accounting Seed, brings the completely redesigned Bank Direct Connect feature to marketthis November for smoother, more sophisticated bank transaction data management that fully embraces Salesforce's Lightning technology.
  • "The new and improved Bank Direct Connect feature brings the power of Accounting Seed's automation capabilities and Salesforce's technology together for a seamless user experience," said Accounting Seed Chief Product Officer, Caroline Beatson.
  • Users can expect the following Bank Direct Connect enhancements with the Jasmine Release:
    Updated user interface (UI) and user experience (UX) with the adoption of Salesforce Lightning.
  • Headquartered in Columbia, Maryland., Accounting Seed was founded in 2008 by Tony Zorc, a CPA and former CFO who believes in a better way to do accounting.

Wolters Kluwer Tax & Accounting CEO Karen Abramson once again recognized as one of the Most Powerful Women in Accounting

Tuesday, November 17, 2020 - 1:00pm

Wolters Kluwer Tax & Accounting CEO Karen Abramson has been named among 25 most powerful women in the accounting profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor.

Key Points: 
  • Wolters Kluwer Tax & Accounting CEO Karen Abramson has been named among 25 most powerful women in the accounting profession by the American Institute of CPAs (AICPA) and CPA Practice Advisor.
  • This is the sixth time Abramson has earned a spot on the list that recognizes female leaders who are making the greatest impact on the tax and accounting profession.
  • Since joining the Tax & Accounting division, Karen Abramson has launched award-winning products, held global customer forums, and driven technology and innovation across the organization.
  • Wolters Kluwer Tax & Accounting is part of Wolters Kluwer (WKL), a global leader in professional information, software solutions, and services for the healthcare; tax and accounting; governance, risk and compliance; and legal and regulatory sectors.