Minnesota Society of Certified Public Accountants

Expensify Announces Q2 2023 Results

Retrieved on: 
Tuesday, August 8, 2023
Software, Mobile, Wireless, Networks, Accounting, Online Retail, Internet, Professional Services, Data Management, Payments, Apps, Applications, Technology, Retail, IPO, Partnership, RSU, Share repurchase, Interchange, Minnesota Society of Certified Public Accountants, ChatGPT, SDR, Certified Public Accountant, History, SEO, California Society of Certified Public Accountants, SEM, EBITDA, Investment, Texas Society of Architects, Economics, Online shopping, Bank, Expensify

Expensify, Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards and bills, today released a letter to shareholders from Founder and CEO David Barrett alongside results for its quarter ended June 30, 2023.

Key Points: 
  • Expensify, Inc. (Nasdaq: EXFY), a payments superapp that helps individuals and businesses around the world simplify the way they manage money across expenses, corporate cards and bills, today released a letter to shareholders from Founder and CEO David Barrett alongside results for its quarter ended June 30, 2023.
  • Interchange derived from the Expensify Card grew to $2.7 million, an increase of 56% compared to the same period last year.
  • The following statements are forward-looking and actual results could differ materially depending on market conditions and the factors set forth under “Forward-Looking Statements” below.
  • There can be no assurance that the Company will achieve the results expressed by this guidance.

American States Water Company Announces Appointment of New Director

Retrieved on: 
Monday, February 13, 2023
Utilities, Energy, American States Water, Arthur Andersen, YMCA, Investment, III, Wind, NYSE, IRS Volunteer Income Tax Assistance Program, American Institute, University, AWR, Certified Public Accountant, American Institute of Certified Public Accountants, Minnesota Society of Certified Public Accountants, Notre Dame, Georgia Tech, Master of Science in Management, Management, Science

Effective February 8, 2023, American States Water Company (NYSE:AWR) appointed Thomas A. Eichelberger as a director of the company in order to fill a vacancy on the board created by the resignation of Sarah J. Anderson.

Key Points: 
  • Effective February 8, 2023, American States Water Company (NYSE:AWR) appointed Thomas A. Eichelberger as a director of the company in order to fill a vacancy on the board created by the resignation of Sarah J. Anderson.
  • Mr. Eichelberger was also appointed as a director of the company’s wholly-owned subsidiary, Golden State Water Company.
  • He served complex companies, with a primary focus on serving large utility holding companies with rate-regulated subsidiaries in the electric, gas, and water industries.
  • “We are very pleased to welcome Tom to our board of directors of the company,” stated Anne Holloway, chairman of the board of directors of American States Water Company.

Katherine Sharp joins Mazars Dallas Tax Practice as Partner

Retrieved on: 
Monday, November 7, 2022
Certified Public Accountant, Growth, Compliance, American Institute, Multimedia, Industry, Methodist University, Knowledge, Partner, Income, Minnesota Society of Certified Public Accountants, American Institute of Certified Public Accountants, Texas Society of Architects, Trump v. Mazars USA, LLP, Corporate tax, Economics, Southern Methodist University, Accounting, Science

DALLAS, Nov. 7, 2022 /PRNewswire/ -- Mazars , a leading audit, tax and advisory firm in the US, today announced that Katherine Sharp has joined the Dallas office as a Partner in the Tax Practice.

Key Points: 
  • DALLAS, Nov. 7, 2022 /PRNewswire/ -- Mazars , a leading audit, tax and advisory firm in the US, today announced that Katherine Sharp has joined the Dallas office as a Partner in the Tax Practice.
  • "Her expertise and work ethic in delivering quality services are the perfect fit to help grow our tax practice in the Dallas market and the firm more broadly.
  • "I am excited to bring my extensive tax experience to Mazars," said Katherine.
  • Mazars USA LLP is an independent member firm of Mazars Group, an international audit, tax and advisory organization with operations in over 90 countries.

Baker Tilly Names Mike McKee Minnesota Managing Partner

Retrieved on: 
Wednesday, April 13, 2022
Consulting, Accounting, Professional Services, Certified Public Accountant, University, Board, Minneapolis–Saint Paul, LLP, Culture, Twitter, Central U.S. hardwood forests, CPA, Baker Tilly International, Leadership, Ernst & Young, Minnesota Society of Certified Public Accountants, LinkedIn, University of Minnesota, Ernst, Capella Tower, McKee, Facebook, Partnership, Accounting, University of St. Thomas (Minnesota), Minneapolis-St. Paul Stock Exchange, Property management

Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Mike McKee as managing partner for the firms Minnesota market, effective June 1.

Key Points: 
  • Leading advisory CPA firm Baker Tilly US, LLP (Baker Tilly) appoints Mike McKee as managing partner for the firms Minnesota market, effective June 1.
  • Minnesota is in good hands with Mike, said Jeff Ferro, Baker Tilly managing partner Eastern and Central U.S. His strong relationships both in the state and globally, plus his proven track record as a great people leader, make him instrumental in taking the reins of this market.
  • McKee will succeed veteran Minnesota Managing Partner Jeffrey DeYoung, who has served in the role for more than 15 years and will continue to hold his position on the board of partners.
  • A University of Minnesota graduate, McKee joined the Baker Tilly partnership in 2007 after starting his career at Ernst & Young.

ALLETE Names Steven W. Morris Senior Vice President and Chief Financial Officer

Retrieved on: 
Wednesday, February 9, 2022
Alternative Energy, Energy, Utilities, CFO, Industry, RSM, Culture, U.S. Securities and Exchange Commission, LLP, Multimedia, University of Minnesota Duluth, Minnesota Society of Certified Public Accountants, American Institute, RSM US, Leadership, American Institute of Certified Public Accountants, Risk, University, Security (finance), Solar power in Wisconsin, NYSE, Lead, Â, Goal, Certified Public Accountant, Light, Accounting, Treasury, Management, Audit, Morris

ALLETE, Inc. (NYSE:ALE) today announced that Vice President and Chief Accounting Officer Steve Morris has been promoted to the position of senior vice president and chief financial officer.

Key Points: 
  • ALLETE, Inc. (NYSE:ALE) today announced that Vice President and Chief Accounting Officer Steve Morris has been promoted to the position of senior vice president and chief financial officer.
  • View the full release here: https://www.businesswire.com/news/home/20220209006111/en/
    Steven W. Morris, ALLETE Senior Vice President and Chief Financial Officer (Photo: Business Wire)
    Morris is a 21-year veteran of the company, and has served as vice president and chief accounting officer since 2016.
  • I am very pleased to welcome Steve to his new role as CFO of ALLETE.
  • Prior to joining ALLETE, Morris spent 16 years with the public accounting firm RSM LLP (formerly McGladrey and Pullen), where he rose to the position of senior manager.

Braun Intertec Welcomes New Chief Financial Officer Scott Poellinger

Retrieved on: 
Wednesday, November 3, 2021
Certified Public Accountant, Engineering, CFO, University, Financial management, Minneapolis–Saint Paul, American Institute, Augustus A. Bird, Braun, Business administration, Minnesota Society of Certified Public Accountants, American Institute of Certified Public Accountants, Management

MINNEAPOLIS, Nov. 3, 2021 /PRNewswire/ -- Braun Intertec is pleased to announce Scott Poellinger has joined the company as chief financial officer and senior vice president.

Key Points: 
  • MINNEAPOLIS, Nov. 3, 2021 /PRNewswire/ -- Braun Intertec is pleased to announce Scott Poellinger has joined the company as chief financial officer and senior vice president.
  • "I am thrilled to welcome Scott to the Braun Intertec senior leadership team," said CEO Jon Carlson.
  • As CFO, Poellinger will leverage his skill for building strategic partnerships at fast-growing companies and advise the Braun Intertec senior leadership team on financial management, long-term planning as well as mergers and acquisitions.
  • Prior to Braun Intertec, Poellinger served as CFO for companies that include a design-build construction firm, environmental consulting firm as well as a medical technology company.

Individual CPAs Eligible to Apply for .CPA Domains Tomorrow

Retrieved on: 
Thursday, January 14, 2021
Technology, Accounting, Internet, Professional services, Accounting, Certified Public Accountant, Professional accounting bodies, Business, Financial services, CPA, Minnesota Society of Certified Public Accountants, Indiana CPA Society, CPA.com, the American Institute of CPAs

ET, licensed CPAs can apply on an individual basis for their preferred branding under the new restricted Internet domain for the accounting profession, .cpa.

Key Points: 
  • ET, licensed CPAs can apply on an individual basis for their preferred branding under the new restricted Internet domain for the accounting profession, .cpa.
  • Until now, only licensed CPA firms and approved organizations, such as state CPA societies, were eligible.
  • Top-level domains are the handful of letters at the end of an email or website address, such as .com or .org.
  • The Texas Society of CPAs (TXCPA) recently announced its move to the .cpa domain with its new web address, tx.cpa .

HK Financial Services Rebrands as Avantax Planning Partners, Keeping the Same Powerful Value Proposition for Accounting Firms

Retrieved on: 
Monday, January 4, 2021
Finance, Money, Investment management, Financial management, Economy, Stock market, Wealth management, Certified Public Accountant, Minnesota Society of Certified Public Accountants

Avantax Planning Partners has allowed us to broaden how Tax and Financial Professionals can affiliate with Avantax, including the in-house RIA model, which is particularly attractive to large accounting firms, said Avantax Wealth Management President, Todd Mackay.

Key Points: 
  • Avantax Planning Partners has allowed us to broaden how Tax and Financial Professionals can affiliate with Avantax, including the in-house RIA model, which is particularly attractive to large accounting firms, said Avantax Wealth Management President, Todd Mackay.
  • The HKFS business model remains unchanged as Avantax Planning Partners, we will continue working hand-in-hand with CPAs and tax professionals to provide turnkey wealth management and financial planning services to their clients, said Louie Rosalez, President of Avantax Planning Partners.
  • Avantax Wealth Management (which comprises the Wealth Management business of Blucora, Inc.) offers a tax-advantaged approach for comprehensive financial planning.
  • 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.

2020 National Cannabis Business Symposium To Be Offered By 20 State CPA Societies October 26-27

Retrieved on: 
Monday, October 5, 2020
Accounting, Professional accounting bodies, Certified Public Accountant, Business, Financial services, CPA, Indiana CPA Society, Minnesota Society of Certified Public Accountants

The Symposium's expert speakers will tackle complex federal and state tax, legislative, pandemic and business issues during the two-day event and include CPAs, lawmakers, attorneys, business and association leaders.

Key Points: 
  • The Symposium's expert speakers will tackle complex federal and state tax, legislative, pandemic and business issues during the two-day event and include CPAs, lawmakers, attorneys, business and association leaders.
  • CalCPA, COCPA and 18 other state CPA societies have partnered to bring this event to accounting and finance professionals across the US who advise cannabis businesses in a $38 billion market.
  • Topics include:
    "We've achieved a significant milestone with this event - 20 state CPA societies have come together to solve national and local challenges facing the high-growth cannabis industry," said Rebecca Campbell, Chief Learning Officer of COCPA.
  • "The National Cannabis Business Symposium allows each state CPA society to include their own experts to provide state level updates on legislation, regulation and tax issues."

ASU's W. P. Carey School of Business Offers Accountancy Master's Degree Programs With Data and Analytics Emphasis and CPA Exam Prep

Retrieved on: 
Friday, October 2, 2020
Examinations, Education, Certified Public Accountant, Uniform Certified Public Accountant Examination, Qualifications, Accounting, Test preparation, Professional accounting bodies, Business schools in Canada, Minnesota Society of Certified Public Accountants

Also, thanks to a partnership with Surgent CPA Review , both programs provide an excellent foundation for CPA exam prep, meaning participants and their peers can study for, take, and pass the exam while still in either program.

Key Points: 
  • Also, thanks to a partnership with Surgent CPA Review , both programs provide an excellent foundation for CPA exam prep, meaning participants and their peers can study for, take, and pass the exam while still in either program.
  • The programs also have been redesigned to allow students to customize the coursework to their specific interests.
  • "In addition to these technology skills, our programs offer CPA exam prep and even map out a study schedule to help students and their peers practice for and then pass the exam.
  • The W.P.Carey School of Business is one of the top-ranked business schools in the United States.