CGMA

Anchin Leaders Again Selected for Crain's New York Business' Notable Leaders in Accounting, Tax and Audit

Retrieved on: 
Wednesday, August 23, 2023

NEW YORK, Aug. 23, 2023 /PRNewswire/ -- Anchin , a premier New York based full-service accounting, tax and advisory firm, is pleased to announce that three of its leaders have been honored with inclusion in Crain's 2023 Notable Leaders in Accounting, Tax and Audit list.

Key Points: 
  • NEW YORK, Aug. 23, 2023 /PRNewswire/ -- Anchin , a premier New York based full-service accounting, tax and advisory firm, is pleased to announce that three of its leaders have been honored with inclusion in Crain's 2023 Notable Leaders in Accounting, Tax and Audit list.
  • "We truly are fortunate to collaborate with and learn from one another every day."
  • Here is some information about Anchin's honorees:
    Russell B. Shinsky, CPA, CGMA , serves as the Managing Partner and a member of the Executive Committee at Anchin.
  • His clients range from aggressively growing companies to some of the most well-established firms in construction, architecture, engineering, and development.

The Institute of Internal Auditors Welcomes Malta and Somalia to its Global Federation

Retrieved on: 
Tuesday, August 22, 2023

LAKE MARY, Fla., Aug. 22, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) – the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today announced the approval of Malta and Somalia as new affiliates to its global federation, further extending The IIA's extensive international reach.

Key Points: 
  • LAKE MARY, Fla., Aug. 22, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) – the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today announced the approval of Malta and Somalia as new affiliates to its global federation, further extending The IIA's extensive international reach.
  • "I'm excited to welcome Malta and Somalia as the newest members of The IIA's global network of affiliates," said IIA President and CEO, Anthony Pugliese, CIA, CPA, CGMA, CITP.
  • With today's approval of affiliate status, Malta and Somalia will not only benefit from, but strengthen, The IIA's global network, influence, and professional offerings.
  • With the additions of Malta and Somalia, The IIA's 235,000 members are now supported by a global network of 116 international affiliates, which collectively represent nearly 200 countries and territories.

AICPA and NASBA to Launch Learning Program Designed to Ease Path to CPA Licensure

Retrieved on: 
Monday, August 7, 2023

NEW YORK, Aug. 7, 2023 /PRNewswire/ -- The American Institute of CPAs (AICPA) and National Association of State Boards of Accountancy (NASBA) will launch an innovative post-graduate program this fall in collaboration with the Tulane School of Professional Advancement (SoPA). The program blends rigorous online learning with on-the-job professional experience for college accounting graduates, offering a less costly and more flexible way to complete the 150-hour course credit requirement to become a licensed CPA.

Key Points: 
  • "CPAs perform respected, rewarding work and their lifetime earning potential is substantial," said Susan Coffey, CPA, CGMA, AICPA's CEO of public accounting.
  • "The ELE program reinforces the rigor we want reflected in CPA licensure with the needed flexibility and support for today's accounting graduates."
  • ELE is part of a package of initiatives the AICPA is pursuing as part of a national strategy to address CPA pipeline issues.
  • It's also an important project for NASBA in support of state boards and the licensure of new CPAs.

The National Blood Clot Alliance Appoints Teresa Bordeaux as First Ever Chief Financial Officer / Chief Operating Officer

Retrieved on: 
Thursday, July 13, 2023

PHILADELPHIA, July 13, 2023 /PRNewswire/ -- The National Blood Clot Alliance ( www.stoptheclot.org ) Board of Directors is pleased to announce the appointment of Teresa Bordeaux, CPA, CGMA as its Chief Financial Officer/Chief Operating Officer effective August 7th.

Key Points: 
  • PHILADELPHIA, July 13, 2023 /PRNewswire/ -- The National Blood Clot Alliance ( www.stoptheclot.org ) Board of Directors is pleased to announce the appointment of Teresa Bordeaux, CPA, CGMA as its Chief Financial Officer/Chief Operating Officer effective August 7th.
  • Additionally, Teresa's personal experience as both a caregiver for a blood clot survivor and a Board Certified Patient Advocate (BCPA) will add yet another dimension to her skill set.
  • We are delighted to announce Teresa as the organization's first ever CFO/COO," said Volunteer President/Board Chair Leslie Lake.
  • "I'm beyond thrilled to bring both my professional skills and personal commitment to blood clot education and awareness to NBCA.

Global Internal Audit Leaders Leave IIA 2023 International Conference with Focus on the Future

Retrieved on: 
Thursday, July 13, 2023

AMSTERDAM, July 13, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) - the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today concluded its 2023 International Conference, the premier global internal audit event of the year.

Key Points: 
  • Premier global internal audit event spotlights Vision 2035 project, global risk research, preliminary feedback on new proposed Global Internal Audit Standards, and how to respond to rapid change.
  • AMSTERDAM, July 13, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) - the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today concluded its 2023 International Conference, the premier global internal audit event of the year.
  • The Standards Board expects to release the new Global Internal Audit Standards™ before the end of 2023.
  • Pugliese updated attendees on the Internal Audit: Vision 2035 project, which is led by the Internal Audit Foundation.

The Institute of Internal Auditors Names Sally-Anne Pitt as New Global Board Chair

Retrieved on: 
Wednesday, July 12, 2023

AMSTERDAM, July 12, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) - the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today announced that Sally-Anne Pitt, CIA, CGAP will serve as the new Chair of the Global Board for 2023-2024 .

Key Points: 
  • AMSTERDAM, July 12, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) - the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – today announced that Sally-Anne Pitt, CIA, CGAP will serve as the new Chair of the Global Board for 2023-2024 .
  • Pitt joins the ranks of dedicated internal audit professionals from around the world who have served as The IIA's volunteer leader.
  • A Certified Internal Auditor (CIA) and Certified Government Audit Professional (CGAP) from Melbourne, Australia, Pitt is recognized globally for her expertise and leadership in internal audit.
  • She has more than a decade of volunteer experience with The IIA, most recently serving as Senior Vice Chair of the Global Board.

AICPA and North Carolina State University Report Reveals Risk Management Processes in U.S. Organizations Continue to be Outpaced by Growing Risks

Retrieved on: 
Tuesday, July 11, 2023

NEW YORK, July 11, 2023 /PRNewswire/ -- A new report issued today by the Association of International Certified Professional Accountants representing AICPA & CIMA and North Carolina State University's Enterprise Risk Management (ERM) Initiative found that 65% of senior finance leaders agree that the volume and complexity of corporate risks have changed "mostly" or "extensively" over the last five years. Despite this, only a third (34%) say their organizations have complete enterprise risk management (ERM) processes in place, and just over a quarter (29%) rate their organization's overall risk management oversight as "mature" or "robust." These findings are unchanged from a year ago.

Key Points: 
  • Despite this, only a third (34%) say their organizations have complete enterprise risk management (ERM) processes in place, and just over a quarter (29%) rate their organization's overall risk management oversight as "mature" or "robust."
  • Despite these unfolding realities, most organizations continue to not have robust enterprise risk management (ERM) practices in place.
  • The survey measured finance-related executives' assessments of the level of maturity in their organization's proactive management of these risks through adoption of ERM processes.
  • Additional key findings from the report include:
    Most executives do not believe their organization's risk management processes provide strategic advantage (64% state no or minimal advantage), with less than half (40%) positioning risk management significantly to pinpoint emerging strategic risks.

LBMC Promotes Three to Shareholder, Bringing Four Decades of Diversified Experience to Leadership Roles in Tax, Audit Divisions

Retrieved on: 
Tuesday, July 11, 2023

Steven Ezell , Shareholder, Tax, joined LBMC in 2022 and has more than two decades of experience delivering tax compliance, income tax provision and other consulting services to privately held and public companies.

Key Points: 
  • Steven Ezell , Shareholder, Tax, joined LBMC in 2022 and has more than two decades of experience delivering tax compliance, income tax provision and other consulting services to privately held and public companies.
  • His tax compliance and reporting experience includes corporate taxation and consolidated returns, partnerships, multi-national taxation, multi-state taxation, and income tax reporting under ASC 740.
  • “On behalf of LBMC and the leadership team, I am honored to welcome them as our newest shareholders in Audit and Tax.
  • At LBMC, we grow experts, and we are proud that our biggest referral source is our clients.

TRADITIONS BANK WELCOMES JILL E. GILBERT TO ITS BOARD OF DIRECTORS

Retrieved on: 
Thursday, June 22, 2023

YORK, Pa., June 22, 2023 /PRNewswire/ -- Traditions Bancorp, Inc. (OTC Pink: TRBK), holding company for Traditions Bank, has announced that Jill E. Gilbert joined the bank's Board of Directors at today's board meeting, reflecting the organization's continued progress toward its strategic vision for profitable and responsible growth and expansion.

Key Points: 
  • YORK, Pa., June 22, 2023 /PRNewswire/ -- Traditions Bancorp, Inc. (OTC Pink: TRBK), holding company for Traditions Bank, has announced that Jill E. Gilbert joined the bank's Board of Directors at today's board meeting, reflecting the organization's continued progress toward its strategic vision for profitable and responsible growth and expansion.
  • "Jill Gilbert was an early ally, offering valuable insight as Traditions Bank expanded into Lancaster County," shared Chair of the Board and CEO Eugene Draganosky.
  • Traditions Bank President Thomas Sposito added, "As a charter member of our Lancaster Advisory Board, we witnessed Jill's ability to build relationships.
  • The culture, values, and management style at Traditions Bank align with my own, and I'm excited to join this growing organization."

The Institute of Internal Auditors' Annual International Conference to be held July 10-12 in Amsterdam

Retrieved on: 
Thursday, June 15, 2023

LAKE MARY, Fla., June 15, 2023 /PRNewswire/ -- The Institute of Internal Auditors (IIA) - the internal audit profession's leader in standards, certifications, education, research, and technical guidance worldwide – will host its annual International Conference from July 10-12 in Amsterdam, Netherlands, along with a virtual attendee option.

Key Points: 
  • The conference will set the stage for leaders in the profession to share new and forward-looking ideas and leading practices for pursuing excellence in internal audit.
  • The IIA's International Conference is designed to prepare audit professionals to embrace new technologies and implement new techniques to combat the constantly evolving risk landscape.
  • "The International Conference is the premier global internal audit event of the year," said IIA President and CEO Anthony J. Pugliese, CIA, CPA, CGMA, CITP.
  • Internal Audit Methodologies: covers the methodology and policy trends in internal audit, including business resilience and agility in audit.