From:                                         Amy Pitter <apitter@masscpas.org>

Sent:                                           Friday, September 9, 2022 3:35 PM

To:                                               Hannah Naranjo

Subject:                                     Friday at Five is here!

 

Your weekly MassCPAs member news

MassCPAs

Your Weekly MassCPAs
Member News

Friday@5_Banner_8.19.22(1)_2298229.png

CEO Corner

Dear Hannah,
 

Business, leadership and communication skills are essential to successfully run a firm or organization. Employers in both public accounting and industry are saying that while young staff have the technical knowledge, they lack these skills – and for employers, having a solid “bench” who will be ready to lead the business is a top priority, especially as they are becoming more dynamic, interconnected and flexible.  

These critical success skills matter the most, and fortunately, they are learnable. I’m excited to share that we are offering two programs to train young staff on them this fall, so don’t miss out: 

No business can afford to miss out on these trainings, and I hope to see yours represented there! Lastly, our committees and roundtables are gearing up for a busy fall. You can now access the Zoom link for your upcoming meetings here. If you have any questions, please contact Jill Foley.  

Have a great weekend!

 

Amy Pitter
MassCPAs President and CEO

Top Stories

 

 


HUB_FF_186px_2047602.png

Back in person! Fall Conferences

image

This could be free if you register and apply for reimbursement by October 4! Learn more here
 

Join us at the Westin Waltham Hotel on Tuesday, October 25, to network and hear from inspiring women, while we present Merrill Puopolo, CPA, CGMA, with MassCPAs’ Lifetime Achievement Award and celebrate the 2022 Women to Watch Award Winners. REGISTER

image

This could be free if you register and apply for reimbursement by October 26! Learn more here
 

Join us November 16-18 at Foxwoods Resort Casino for three days of networking, reconnecting with your peers and informative sessions on the top issues facing firms and their leaders. REGISTER

CPE

image

image

Get Involved

September Committee Meetings*

*Registrants can now view the Zoom link for their upcoming meetings here.

Upcoming Roundtables


Join Our Women's Virtual Mentoring Circles
Women's Virtual Mentoring Circles offer a unique spin on traditional mentoring by bringing women across all levels together to develop and grow within the profession. Each Circle may be comprised of CPA and non-CPA members who meet every six to eight weeks (or as desired) to address issues affecting women in the accounting field. 
 
Register below for an upcoming meeting:

  • Braintree | Friday, September 16 | 8:30 - 9:30 a.m.
  • Boston | Friday, September 23 | 8:30 - 9:30 a.m.
  • Woburn | Wednesday, September 28 | 8:30 - 9:30 a.m.
  • Statewide | Thursday, September 29 | 8:30 - 9:30 a.m.

To learn more, click here or contact Maggie Grasso.  
 
Please note: You must be a MassCPAs member to participate. 

MassCPAs Virtual Career Fair & Graduate Expo (9/23)

Interested in recruiting future CPAs? Look no further! Join us via broadcast on Friday, September 23, to "meet" and network with promising new hires and interns! The Expo’s online platform will allow you to recruit interns and entry-level candidates as well as professionals in transition. If your firm/company has open positions or internships available and would like to exhibit this event, please view exhibiting options here.

To register your firm/company, click here.

Questions? Contact Allie Orlando.

Networking Events

Member Networking Nights  
Network with accounting professionals in your community! Attendees for each location will be entered to win a prize, so sign up now for your chance to win! Please limit your registration to one location:

  • New Bedford | Monday, September 19 | 4:00 – 6:00 p.m.
  • Burlington | Wednesday, October 19 | 4:00 – 6:00 p.m.
  • Springfield | Tuesday, November 1 | 4:00 – 6:00 p.m.
  • Quincy | Wednesday, November 9 | 4:00 – 6:00 p.m.
  • Waltham | Thursday, December 15 | 4:00 – 6:00 p.m.

image

Join us on Wednesday, September 21, for a fun day of golf and networking at Stow Acres Country Club! Play nine holes with your clients, colleagues, family and/or friends – women of all skill levels are welcome and encouraged to attend. Register yourself or sign up as a foursome! REGISTER  
 
Proceeds fund the MassCPAs Educational Foundation's Women in Accounting Scholarships. If you cannot attend but would like to donate to the Scholarship Program, you can do so here.

Save on Your Retirement Plan

Two FREE Pooled Employer Plan (PEP) Informational Webinars (9/22 & 9/27)
The Pooled Employer Plan (PEP) plan is offered in partnership with Integrated Retirement Partners and enrollment is available on an ongoing basis. Program highlights include: 

  • Tax benefits for your business and staff 
  • Outside administration support via a third-party administrator (TPA) 
  • Objective advice and support from a local financial advisor 
  • Reduced overall implementation costs and annual administrative expenses 

MassCPAs is offering two informational webinars – September 22 and September 27 from 12:00 - 1:00 p.m. – register today to learn how to save money and cut red tape by working with us!  

 FREE CPE PLUS Webinars

Member News

image

CPA Pathways: Kacie McManus, CPA 
Forensic Services Senior Associate,
Charles River Associates

Meet Kacie McManus, CPA, forensic services senior associate at Charles River Associates! Read our interview with Kacie from the July issue of SumNews where she shares her experience working in forensic accounting. MEET KACIE


BOSTON TAX INSTITUTE, INC., Palm Beach Gardens, FL, announced that LUCIEN GAUTHIER, ESQ., LL.M., CPA, president, presented a three-hour live video conference on the Inflation Reduction Act of 2022 for Boston Tax Institute, Inc. in August and September.

 

EDELSTEIN & COMPANY, Boston, announced that MELISSA GRAVELING, CPA, joined as a tax manager. The firm also announced that: 

  • MARTHA CARMONA joined as a tax resource manager 
  • MIGUEL CRUZ, KAILEY MCGEOGHEAN, SHANNON MORIN, MARIA NABUKEERA and MEGHAN SAWYER joined as healthcare associates 
  • SHALINI DABAS joined as a healthcare senior manager 
  • GRACE DOUGLAS, MARIA LEO and MICHAEL RENZULLI joined as tax associates 
  • VICTORIA HARTMAN, GARRETT KING, SARA PINNEY and RACHAEL WEISS joined as audit associates 
  • MATT HOISL, CPA, was promoted to healthcare manager 
  • MARIANA JIMENEZ joined as a tax administrative specialist 
  • PHOEBE LIN, CPA, GERARD MCCARTHY, KAT REIDL, BROOKE SCHREIB and LEANNE WINTON were promoted to senior tax associates 
  • KATIE MROZOWSKI, CPA, JESSICA SMITH and GABBY VALENTE were promoted to audit senior associates 
  • SUN SHIN joined as a tax senior associate 
  • RACHEL VERACE, CPA, and PAUL WILSON were promoted to tax managers 
  • JEFFREY WALCH joined as a senior manager in the firm’s client accounting services (CAS) department 
  • DANNY YOUNG was promoted to business valuation supervisor 
  • The firm partnered with Building Impact & Community Servings to help prepare meals for chronically and critically ill individuals and families.
  • The firm was named a “Top 200 Firm” for the seventh consecutive year by Inside Public Accounting (IPA). The firm was also recognized as a top five firm in the accounting, appraisal service, e-discovery, experts, forensic accounting, litigation support, risk management and transaction advisory categories by Massachusetts Lawyers Weekly.

O’CONNOR & DREW, P.C., Braintree, announced that:

  • JULIE AU and MATT HASAN joined as senior accountants 
  • OLIVIA BONCALDO, NICK CARTER, COURTNEY DUNN, MARIAH GLYNN and KOBE LOMBA joined as staff accountants 
  • CHRISTOPHER NADEAU and RANDY O’DWYER joined as tax managers 
  • SHYLA STOKES and MATT TWERAGO recently passed the CPA Exam.


Latest HUB Discussions

Business Valuation

 

Heritage Trust

Employee Retention Credit (ERC)

Replacement Software for Prosystem FX Trial Balance

 

READ MORE

MassCPAs Votes

Will you be joining us for our 21st annual Women's Golf Outing & Clinic? 

Entertaining family and friends at home

Planning a day trip

*See the results in next week’s Friday@Five!


What are your Labor Day plans?

 

12% Entertaining family and friends at home

 

25% Planning a day trip
 

25% Traveling and staying overnight somewhere

 

38% No set plans

 


Auditors: AICPA Government Audit Quality Center Needs Your Feedback


Due to the historic amount of federal pandemic funding, the AICPA Government Audit Quality Center (GAQC) is gathering auditor feedback on how it can best support you. If you have clients that have received federal pandemic funding subject to single audit, please take this short survey. Your feedback will help the GAQC continue to develop resources.

TAKE THE SURVEY


Calling All CPAs – Share Your “Why”


 Please take this one-question survey to tell us why you became a CPA. We’ll share responses with high school and college students, and feature them on our social media, throughout the fall.

TAKE THE SURVEY


Book Your Firm Visit

 

MassCPAs President and CEO Amy Pitter will host a one-hour virtual or in-person session to help your staff stay updated on the profession and find out how they can make the most of their memberships! The agenda can be tailored to fit your firm's unique needs. To schedule your visit, contact Jill Foley. Attendees earn one CPE credit.


MassCPAs Legislative Brief

 

Featuring the results from Tuesday’s elections, the MA DOR's August 2022 revenue collections totaling $2.601 billion and more.

READ THE NEWSLETTER


Job Postings

 

Tax Accountant - Confidential

Tax Preparer - Eliasen CPA

Chapter 13 Standing Trustee - Office of the U.S. Trustee

Invoice Clerk - BR+A Consulting Engineers

 

VIEW ALL JOBS


Per Diem Job Postings

 

Tax Preparer - Betro & Company, P.C.

 

CPA - Jeffrey E. Dorenfeld, CPA
 

VIEW ALL PER DIEM JOBS

Facebook

Instagram

LinkedIn

Twitter

Click here to unsubscribe from Newsletters - Friday@Five messages.

Click here to manage your email preferences.

©2022 masscpas.org  |  Massachusetts Society of CPAs

105 Chauncy Street, 10th Floor, Boston, MA 02111

Click here to unsubscribe.

poweredByDark.png