Indiana CPA Society

Raymond C. Radigan is the Newest Member of Peapack Private

Retrieved on: 
Thursday, August 3, 2023
BNY Mellon, North Fork Bank, Senior, Estate planning, Long Island, New York Bar Association, Shea, American Bankers Association, NA, T.D, U.S. Bancorp, Associate, PGC, Indiana CPA Society, Practising Law Institute, JD, School, New York Law Journal, Bank, Accounting, Estate, Trust

Raymond joins Peapack Private with a background of more than 35 years as a private banker, responsible for leading and managing top performing trust officers, portfolio managers, private bankers, wealth strategist and sales teams.

Key Points: 
  • Raymond joins Peapack Private with a background of more than 35 years as a private banker, responsible for leading and managing top performing trust officers, portfolio managers, private bankers, wealth strategist and sales teams.
  • Raymond began his banking career as the Associate Attorney for the Trust and Estate Division of Shea and Gould.
  • Trust.
  • Raymond joins a growing list of private bankers who have recently joined Peapack Private as it works toward opening its new location in Manhattan.

Lucas Oil Hires New General Counsel and Promotes Key Staff to Leadership Team

Retrieved on: 
Wednesday, January 25, 2023
Entrepreneurship, Interview, JMI, Culture, The People's Operator, Responsibility assignment matrix, CPA, 21st Century Leaders Awards, Indiana CPA Society, Growth, Human resources, Trust, General counsel, HR, Management, Finance, Lucas Oil

"Jason is a talented, business-minded attorney with the ideal track record in legal strategy and business operations to help strengthen our executive leadership team and enhance company procedures and initiatives overall," said Katie Lucas, Chief Administrative Officer at Lucas Oil.

Key Points: 
  • "Jason is a talented, business-minded attorney with the ideal track record in legal strategy and business operations to help strengthen our executive leadership team and enhance company procedures and initiatives overall," said Katie Lucas, Chief Administrative Officer at Lucas Oil.
  • She has proven herself an extremely capable, knowledgeable, and dedicated Accounting Specialist, and is very deserving of her appointment to the leadership team.
  • Her dedication, leadership, and expertise have been a tremendous asset to Lucas Oil, and she has earned the confidence and trust of the Lucas family, myself, and her peers," said Matt Kimmick, Chief Financial Officer at Lucas Oil.
  • For more information on these executive appointments or to schedule an interview with a member of the executive leadership team, please contact [email protected] .

Daniel M. Weitzman, CPA, LLC Merges Practice With Weiss & Company LLP

Retrieved on: 
Tuesday, November 29, 2022
LLP, Roosevelt University, University, Chicago Bar Association, Champaign County, Illinois, Indiana CPA Society, Citibank, Tax advisor, Chicago Tribune

GLENVIEW, Ill., Nov. 29, 2022 (GLOBE NEWSWIRE) -- Weiss & Company LLP is pleased to announce that Glenview-based CPA Dan Weitzman has joined the firm as a principal and merged his practice into Weiss's.

Key Points: 
  • GLENVIEW, Ill., Nov. 29, 2022 (GLOBE NEWSWIRE) -- Weiss & Company LLP is pleased to announce that Glenview-based CPA Dan Weitzman has joined the firm as a principal and merged his practice into Weiss's.
  • "Dan is a gifted professional whose skill set is uniquely suited to our firm," said Weiss managing partner Daniel A. Fortman .
  • Weitzman arrives at Weiss with nearly four decades of experience in public accounting, the last 14 years as an independent practitioner headquartered in Glenview.
  • For over 50 years, Weiss & Company LLP has been providing accounting and auditing, tax preparation, and consulting services to clients of all sizes in many different industries.

Blue & Co. Deepens Its Service Offerings With the Acquisition of Indianapolis-Based Alerding CPA Group

Retrieved on: 
Friday, November 25, 2022
American Institute, Institute of Internal Auditors, Old Dominion University, AICPA, Certified Public Accountant, Ronald McDonald House Charities Canada, University, Employee stock ownership, Acquisition, United Spinal Association, Marian University, Registered professional accountant, Auditor, Success, Blue, American Institute of Certified Public Accountants, ESOP, Ronald, Indiana CPA Society, Staton, Indiana University, University of Texas at Austin, Certified Fraud Examiner, McDonald House, Association of Certified Fraud Examiners, Professional services, Committee on Finance, Dress, Radford University, Management, Interior design, Audit, Accounting, Alerding

Alerding brings extensive niche experience serving the needs of Manufacturing, Construction, Not-for-Profit, Professional Services, and Tech industries in the Midwest.

Key Points: 
  • Alerding brings extensive niche experience serving the needs of Manufacturing, Construction, Not-for-Profit, Professional Services, and Tech industries in the Midwest.
  • "We are thrilled to announce this merger with the Alerding CPA Group, a 2022 Inside Public Accounting Top 500 Firm," said Brad Shaw, managing director of Blue & Co., LLC.
  • "Michael (Mike) Staton and Dave Garrett were both former employees at Blue, so it has been very exciting to welcome them back.
  • Mike Staton is one of the founding members of Alerding CPA Group and is a graduate of Marian University where he received his B.S.

Golden Mile Alliance to celebrate its 10th Anniversary with Community Mixer

Retrieved on: 
Wednesday, October 19, 2022
Quality of life, Department of Economic Development, GMA, Mixer, Golden Mile, Restaurant, Mile, Music, Alliance, Department, Communities Liaison Committee, Indiana CPA Society, Economic development, Golden, Recreation, CPA, Food, National Road, List of highways numbered 40, Sun, Eventbrite, Commerce, Virtual reality, Nightclub, Amusement park, Miles (given name), City

FREDERICK, Md., Oct. 19, 2022 /PRNewswire-PRWeb/ -- The Golden Mile Alliance will celebrate its tenth anniversary as a non-profit serving the businesses, residents and property owners of the Golden Mile area of the City of Frederick. The celebratory "Mixer on the Mile" will take place on Wednesday, November 2, 2022, from 5:00 p.m. to 7:00 p.m. at Warehouse Cinemas, located at 1301 W. Patrick Street, Frederick, MD

Key Points: 
  • Golden Mile Alliance and community will host Mixer on the Mile anniversary celebration at Warehouse Cinemas on November 2, 2022.
  • FREDERICK, Md., Oct. 19, 2022 /PRNewswire-PRWeb/ -- The Golden Mile Alliance will celebrate its tenth anniversary as a non-profit serving the businesses, residents and property owners of the Golden Mile area of the City of Frederick.
  • Warehouse Cinemas is excited to celebrate this milestone anniversary for the Golden Mile Alliance.
  • The Golden Mile Alliance is passionate about the Golden Mile and it is their mission to drive the Golden Mile to be a welcoming, economically sound, and desirable commercial & residential community.

Clean Power Alliance Funded Microgrid Maintenance Fellowship Program Commences

Retrieved on: 
Monday, April 25, 2022
Aircraft, Software, International Brotherhood of Electrical Workers, IBEW, Electricity, Transport, CPA, LADWP, Program, Workforce, Student, Economic development, NextEra Energy, City, Indiana CPA Society, Plan, UBI, Partnership, LACI, Renewable energy

LOS ANGELES, April 25, 2022 /PRNewswire-PRWeb/ --Clean Power Alliance (CPA) today announced that training has commenced for a 40-participant cohort of students participating in a microgrid maintenance fellowship program at Los Angeles Cleantech Incubator (LACI). CPA provided $50,000 to fund the inaugural cohort, with the option to fund additional LACI cohorts in the future.

Key Points: 
  • LOS ANGELES, April 25, 2022 /PRNewswire-PRWeb/ --Clean Power Alliance (CPA) today announced that training has commenced for a 40-participant cohort of students participating in a microgrid maintenance fellowship program at Los Angeles Cleantech Incubator (LACI).
  • CPA partnered with LACI's Green Jobs Fellowship to launch the solar-plus-storage maintenance training program to prepare program participants with the necessary skills to operate, deploy and maintain microgrid components and software.
  • "Local solar power systems paired with energy storage are a big part of our clean energy future, pairing renewable energy with community resilience," said Ted Bardacke, Chief Executive Officer, Clean Power Alliance.
  • The microgrid maintenance fellowship is one of three programs that CPA funded in the first phase of the Clean Energy Workforce Development Investment Plan.

Jay Tolsma is recognized by Continental Who's Who

Retrieved on: 
Friday, September 24, 2021
Continental, Review, National Association, National Association of State Boards of Accountancy, Business administration, Indiana CPA Society, Multimedia, Local government, Financial management, Distinguished Service Award, Secretary's Distinguished Service Award, Committee on Finance, Swan Christian Education Association, View, Partner, Peer review, Partnership, ELO, Bachelor of Business Administration, City of London Finance Committee, Management

MITCHELL, S.D., Sept. 24, 2021 /PRNewswire/ -- Jay Tolsma is being recognized by Continental Who's Who as a Distinguished Executive for his exceptional achievements in the Financial Management field and in acknowledgment of his work at ELO CPAs and Advisors.

Key Points: 
  • MITCHELL, S.D., Sept. 24, 2021 /PRNewswire/ -- Jay Tolsma is being recognized by Continental Who's Who as a Distinguished Executive for his exceptional achievements in the Financial Management field and in acknowledgment of his work at ELO CPAs and Advisors.
  • To attain his career, Mr. Tolsma attended Northwestern College, graduating with his Bachelor of Business Administration degree in 1984.
  • In 1986, he became a Partner of ELO CPAs and Advisors, a role he has thrived in over three decades.
  • Mr. Tolsma worked as the Managing Partner from 2016-2020, and was promoted to Senior Partner in 2020.

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.

AICPA and NASBA Release CPA Evolution Model Curriculum

Retrieved on: 
Tuesday, June 15, 2021
Accounting, Professional services, Finance, Accounting, Professional accounting bodies, Business, Financial services, Examinations, National Association of State Boards of Accountancy, Uniform Certified Public Accountant Examination, Certified Public Accountant, American Institute of Certified Public Accountants, NASBA, Indiana CPA Society, Draft:Association of International Certified Professional Accountants, NASBA, the American Institute of CPAs, NASBA, THE AMERICAN INSTITUTE OF CPAS

The American Institute of CPAs ( AICPA ) and National Association of State Boards of Accountancy ( NASBA ) today released the CPA Evolution Model Curriculum .

Key Points: 
  • The American Institute of CPAs ( AICPA ) and National Association of State Boards of Accountancy ( NASBA ) today released the CPA Evolution Model Curriculum .
  • The new Curriculum is the next step in the CPA Evolution initiative, a joint AICPA/NASBA initiative that is transforming the CPA licensure model to recognize the rapidly changing skills and competencies the accounting profession requires.
  • The Curriculum release follows a recent AICPA and NASBA study highlighting gaps between existing accounting curriculum and topics tested under the new CPA Exam.
  • AICPA has developed resources to help collegiate accounting programs enhance their curricula as the profession transitions under the CPA Evolution licensure model.

CalCPA Expands Opportunities for Formerly Licensed CPAs to Engage with its Statewide Accounting Communities

Retrieved on: 
Wednesday, March 3, 2021
Professional accounting bodies, Accounting, Business, Financial services, Certified Public Accountant, Accountant, Institute of Public Accountants, Oregon Society of Certified Public Accountants, Indiana CPA Society

BURLINGAME,Calif., March 3, 2021 /PRNewswire/ --The California Society of CPAs (CalCPA) announced a new Business Professional membership category designed for California residents who formerly held a CPA license.

Key Points: 
  • BURLINGAME,Calif., March 3, 2021 /PRNewswire/ --The California Society of CPAs (CalCPA) announced a new Business Professional membership category designed for California residents who formerly held a CPA license.
  • "CalCPA's Business Professional membership is intended to broaden opportunities for formerly licensed CPAs to engage with our statewide accounting and finance communities in a more targeted and meaningful way," said Matthew Koontz, CalCPA Vice President of Marketing and Communications.
  • CalCPA traces its heritage to 1903 when the California State Society of Certified Public Accountants was organized.
  • CalCPA serves more than 45,000 members in public practice, private industry, academia and government, and has 14 chapters across California.