NESCPA.org
Nebraska State Capitol Building - Lincoln, NE
Nebraska Society of Certified Public Accountants - Serving Nebraska And Its CPAs Since 1928

Nebraska Society of CPAs
635 South 14th Street
Suite 330
Lincoln, Nebraska  68508

Phone: (402) 476-8482
             (800) 642-6178

Fax: (402) 476-8731
Email: society@nescpa.org
CPE Discussion Leaders

Theodore Atlass, Esq., (Colorado Society of CPAs), is a shareholder in Atlass Professional Corporation, Denver, Colorado. He has been an instructor for the Colorado Society of CPAs since 1977, teaching programs in estate planning, estate and gift taxation, fiduciary accounting, and fiduciary income taxation, averaging a 4.65 rating. Atlass is past Chair of the American Bar Association Income Taxation of Trusts and Estate Committee (D-4) and is a Fellow of the American College of Trust and Estate Counsel and is listed in the trusts and estates section of The Best Lawyers in America (1993).

Robert E. Barnhill III, CPA/PFS, CFP, JD, MBA (Surgent McCoy CPE, LLC), is an attorney, certified public accountant, personal financial specialist, and certified financial planner who practices in the estate and retirement planning areas. He is also an adjunct professor at Texas Tech University in the Personal Financial Planning Department. He also conducts training sessions for various professional associations throughout the United States. Mr. Barnhill was the 1996-97 International President for Toastmasters International, a past president of the West Texas Chapter of the Financial Planning Association and a member of the American Bar Association, AICPA, and the National Speakers Association. He also holds the Toastmasters International Accredited Speakers designation for platform excellence.

Andrew R. Biebl, CPA (Larson Allen), is a Certified Public Accountant with the firm of Larson Allen Weishair & Co. LLP in New Ulm, Minnesota. He is a member of the AICPA and the Minnesota Society of CPAs. Mr. Biebl is a past-president of the Minnesota Society of CPA’s. Mr. Biebl has co-authored the AICPA’s Individual Income Tax Workshop and Corporate Income Tax Workshop seminars, and is also co-author of PPC’s Federal Tax Update, Complete Tax Update for Individuals and Sole Proprietors, Complete Tax Update for Corporations and Pass-Through Entities, PPC’s Tax Planning Guide – S Corporations, Practitioners 1040 Deskbook, and Key Issues in Preparing Form 1120S and Practioners 1120S Deskbook. With his partner, Bob Ranweiler, he has co-authored the PPC Biebl-Ranweiler Portfolio Series. In addition to authorship activities, Mr. Biebl has spoken at numerous seminars and conferences throughout the country. Mr. Biebl also lectures in the University of Minnesota Masters in Business Taxation program.

Howard J. Bookbinder, CPA (AICPA), is a past president of the Bergen Chapter of the New Jersey Society of CPAs, and a past trustee of the New Jersey Society of CPAs. He is a contributing author and presenter for the Bergen Record’s Tax Mailbag column and their Cable TV program. Howard authors the “Write-up Services for Small Businesses” published by the AICPA. He is a former instructor of accounting and taxation at Rutgers University, Western CPE covering business and individual tax updates and has lectured many professional and civic groups throughout the country including the American Society of Women Accountants and Bergen County Bar Association. Howard is a frequent lecturer of tax seminars for the NJ Society of CPAs, the AICPA and has lectured at firms in the area of professional ethics and taxation. He chaired the Cooperation with the IRS for four years and is a current member of the NJ State Tax Committee.

Bradley P. Burnett, CPA, JD, LLM, Bradley Burnett worked in the tax department for a national CPA firm and managed the tax department as a partner in a regional Colorado law firm before establishing his own law firm. He has delivered more than a thousand presentations on tax law and planning in forty-nine different states and has received Outstanding Instructor awards in several states. He served as adjunct professor at the University of Denver Graduate Tax Program and has authored over fifteen CPE tax courses.

Pamela J. Davis-Vaughn, CPA (Surgent McCoy CPE, LLC), Pamela J. Davis is a general practitioner providing accounting and tax services to her clients in Corning, New York. She has designed and taught undergraduate and graduate courses in state and local tax at Texas universities and has been a highly rated speaker at the Controller's Roundtable. Pam has over 25 years of experience in both public and private accounting sectors. Her public experience ranges from a Big Four firm where she assisted several Fortune 500 companies in restructuring their operations to provide state income and franchise tax savings, participated on the mergers and acquisitions team, and served as the Southwest Area Employment Tax practice leader to providing tax consulting services for closely held businesses of a 16-partner, 100-staff Dallas CPA firm. Her experience in the private sector as CFO of a Dallas based manufacturer servicing the telecom industry and Tax and Accounting Manager of a large independent oil and gas company provides her with significant insight into the challenges faced by those practicing in industry.

Leah Donti, CMA, MBA (Surgent McCoy CPE, LLC), is an internationally credited certified management accountant who has operated her own private seminar practice since 1991. Ms. Donti’s practice offers seminars to prepare candidates for national accounting and finance examinations (CPA, CMA/CFM, CGA, and CFA). Ms. Donti also conducts in-house seminars for organizations across North America on topics such as international accounting, Sarbanes Oxley, compilations and reviews, auditing, stock options, business combinations, variable interests, revenue recognition, fair value accounting, business valuation, FASB update, and MBA in a day. Prior to beginning her private practice in 1991, Ms. Donti worked for a major information management consulting organization, where she provided training to staff in offices across North America. She also worked with an accounting software firm, offering accounting education courses to clients on site.

Ronald D. DiMattia, CPA/ABV, CMA (AICPA), Ron DiMattia founded Corporate Value Partners, Inc. to assist clients with a broad range of valuation, corporate finance, and litigation and bankruptcy matters. He has significant experience in financial analysis, forecasts/projections, acquisitions, shareholder value measurement and forensic accounting. He is the President of his current firm and previously was the Director of Financial Advisory Services for a regional accounting firm and was a Senior Manager in a “Big Five” accounting firm’s financial advisory services practice. Ron has served on the AICPA Business Valuations Subcommittee and was appointed to the National Accreditation Commission of the AICPA. He also served as a member of the AICPA’s Governing Council. He is an instructor for the AICPA ABV exam review course as well as introductory valuation courses.

Randy Dummer, CPA (AICPA), is a Partner with Virchow, Krause & Company. He leads the commercial team audit practice for the Fox Valley area. Randy has extensive experience with audits of employee benefit plans, not-for-profit organizations, and commercial businesses. He has been with the firm since 1987 and also has significant experience with reviews and compilations of financial statements as well as tax planning and compliance services for closely-held businesses. He also specializes in serving automobile dealerships and related retail businesses. Randy is a member of the Wisconsin Auto and Truck Dealers Association (WATDA) and presents at annual conferences on behalf of WATDA as well as the Minnesota Automobile Dealers Association. Randy instructs seminars for AICPA throughout the country in accounting, audit and tax topics.

Barbara S. Dwyer, CPA (Surgent McCoy CPE, LLC), is a sole practitioner in New York. She has worked in public accounting for 30 years. Her practice, which has been established for 16 years, is a general practice servicing small closely held businesses, nonprofit audits, individual taxation and planning issues, and estate and financial planning. Ms. Dwyer has been a member of the Board of Directors of the New York State Society of CPAs (NYSSCPA) and is currently a member of the PAC Committee for the New York Society of CPAs. She was also a prior president for the Adirondack Chapter of the NYSSCPA and currently serves as Chapter Secretary. Ms. Dwyer’s prior experience includes working for a regional accounting firm whose practice focused on Canadian subsidiary manufacturing companies with transborder accounting and tax issues.

Jack Ellovich, CPA (Loscalzo Associates), is a sole practitioner in Hartford, CT. He has over 25 years of accounting experience, which includes six years with Price Waterhouse, Manager of Internal Audit, and Vice President of audit for a Fortune 500 company and an asset based lender. Jack has also been the managing partner of a local firm. His audit and accounting experiences have included SEC, as well as privately held companies and not for profit entities. In addition, he has performed business valuations, and served as an expert witness in several litigation support engagements. Jack served as an adjunct professor at Central Connecticut State University for eleven years, and has presented continuing education courses in 29 states. Jack has received the Outstanding Discussion Leader recognition from the Connecticut Society of Certified Public Accountants, New Hampshire Society of Certified Public Accountants, and Florida Institute of Certified Public Accountants. Jack has been published in Thinking Big in Small Business, Connecticut Society of Certified Public Accountants, as well as being the co-author of a staff training course.

William I. Eskin, CPA (AICPA), Bill is the owner of a consulting group, WIE, Inc. that provides assistance to the surety and fidelity companies involving their underwriting, claim, and recovery functions, as well as profit enhancement for small and medium-sized entities. In addition, Bill is frequently retained as an expert in the areas of GAAS compliance, SSARS compliance, and GAAP compliance, specifically related to identifying and proving CPA malpractice. Bill is a frequent speaker at the AICPA National Construction Conference, numerous state CPA societies, as well as many organizations related to GAAP compliance, GAAS compliance, SSARS compliance, construction and surety. In addition, each year, he assists in the review of the AICPA annual Construction Audit Guide Update and Construction Contractors Industry Developments. The Florida Institute of CPAs named Bill as an Outstanding Discussion Leader for both 2004 and 2005.

J. Patrick Garverick, CPA, MT, CFP (Garverick Province, LLC), is an award winning and nationally recognized discussion leader as well as a self-employed tax and financial planner. He began his career in public accounting in 1988 and has extensive knowledge and expertise specializing in individual, corporate and partnership taxation. Since 1992, Patrick has also been serving as a discussion leader, technical writer and reviewer of course materials for a variety of tax and financial seminar companies. He consistently receives outstanding evaluations as a discussion leader and has earned numerous perfect scores for knowledge and presentation skills.

Clement J. Horne, CPA (AICPA), Clement Horne has over 5 years experience in public speaking and many years of speaking and presenting information to Boards of Directors and Management Teams. He is licensed as a CPA in Pennsylvania and Florida and a member of the AICPA. Clem has a broad range of experience in both public companies and private firms. He also has an MBA with a concentration in Financial Management and has taught at 4 colleges in both the undergraduate and graduate levels in the classroom and in the on line environments. Mr. Horne has also written a series of articles on contemporary accounting issues for an online division of McGraw Hill. Mr. Horne has over 30 years experience in both public and industry in a broad range of industries and in both the corporate and not-for-profit sectors.

Gary Hotchkiss (Real Approach Seminars), Gary’s professional career has encompassed public accounting in the capacity of staff to partner level in firms ranging from small to international practices, and industry experience at the controller and chief financial officer level. Gary’s experience also includes three years as a member of the Auditing Standards Board of the American Institute of Certified Public Accountants. For several years, Gary was the senior technical reviewer for the Texas Society of CPAs for peer reviews conducted in that state. Various organizations such as the American Institute of Certified Public Accountants and state societies of CPAs have named Gary as their discussion leader of the year. Participants have noted that he enhances his presentations by including real-life examples and drawing upon a “somewhat dry” sense of humor.

Vern Hoven, CPA, MTA (Vern Hoven Tax Seminars), is one of America's premier tax presenters and speaks to over 100 groups a year on a variety of tax topics. He receives outstanding evaluations and has won numerous teaching awards. Vern is the author of the best-seller Real Estate Investor's Tax Guide. He is a favorite interviewee on radio, television, and in newspapers. His presentation skills have earned him the coveted Certified Speaking Professional (CSP) designation from the National Speakers Association.

Ruth Karlsson, (Nebraska Department of Revenue), is a Tax Law Conferee in Taxpayer Services at the Nebraska Department of Revenue. Her primary responsibility is taxpayer education relating to sales and use tax issues. She conducts semi-annual sales and use tax seminars for the Department throughout the state, and is a frequent speaker at industry and association meetings. In addition, she works extensively with businesses, one-on-one, to assist in their understanding of Nebraska's sales and use tax laws. She has served the department as a revenue agent, and in the Tax Policy Section where her primary responsibilities were the review and implementation of legislation affecting sales and use tax.

Patrick D. Kelley, CPA (Colorado Society of CPAs), is a sole practitioner it Athens, Georgia. Kelley has taught professional development programs nationwide since 1979 and has instructed his tax training programs in Denver since 1988. He has also taught tax programs relating to divorce and separation, S corporations, pensions, profit-sharing plans, and partnerships. Kelley received a BA in accounting from Baylor University and Masters of Accounting in taxation from the University of Georgia.

Paul H. Koehler, CPA, of Lincoln is a Government/Nonprofit Services Specialist, providing auditing, training and consulting services to governmental and nonprofit organizations and professionals nationwide. He is a member of the AICPA, the Nebraska Society of CPAs and is a past president of the Lincoln Chapter of the Association of Government Accountants. Koehler is the Nebraska Society’s representative to the Mid-America Intergovernmental Audit Forum, and is a current member and past chairman of the Nebraska Society’s State and Local Governmental Accounting and Auditing and Not-For-Profit Committees. A frequent speaker on not-for-profit and governmental topics throughout the country, he has been honored by the AICPA, many other state societies and the Nebraska Society for his outstanding skills as a discussion leader.

David H. McReynolds, CPA (AICPA), Currently, Dave is Vice President and CFO for Fort Sanders Regional Medical Center, an affiliate of Covenant Health, which is an integrated health delivery system and one of the largest healthcare providers in east Tennessee. Dave is a Fellow of the Healthcare Financial Management Association and a certified managed care professional. He has been a member of the Board of Examiners for the Tennessee Quality Award, the Board of Directors of the Tennessee Association for Child Care and is a past President of the East Tennessee Chapter. He is also a member of the AICPA, the American Hospital Association, the Tennessee Hospital Association, the National Alliance for the Mentally Ill and the Healthcare Financial Management Association. He has developed and taught a number of courses dealing with healthcare financial issues.

Jack Park, MBA, CPA, CSP (Financial Insights), is a highly effective developer and presenter of financial and leadership seminars. In 2005 he presented programs for 33 different state CPA Associations, Societies, and Institutes across the nation. His consulting practice focuses on business planning, activity-based costing, open-book management, and leadership. He reveals the common threads between championship football programs and high performance organizations in his football keynote, "Leadership Secrets of Football’s Master Coaches." His radio commentaries have been a mainstay of the Ohio State Football Radio Network. His corporate experience included positions as Vice President of finance, controller, manager of cost accounting, manager of financial planning, and manager of internal auditing. He is a member of the AICPA, the IMA, the National Speakers Association, the International Coach Federation and the football Writers Association of America.

Robert “Chris” Province, CPA (Garverick Province, LLC), Robert Province is a CPA in private practice in Southern California. He is a highly motivating seminar leader, known for his ability to connect with seminar attendees to ensure their understanding of complex material. He is the recipient of the 2002 Award for Instructor Excellence awarded by the California CPA Education Foundation. Robert has been in public accounting since 1987 specializing in tax, accounting, and management advisory services for closely held businesses and individuals. He sharpened his skills working as a senior member of several local and national CPA firms and served as an Adjunct Professor of Accounting and Taxation at College of the Canyons.

John S. Purtill, Jr., CPA (Purtill Seminars), is managing partner of Purtill & Company, a management accounting and consulting firm in Cheshire, Connecticut. He is an experienced controller and financial executive whose firm provides financial management assistance to middle-market companies. John has written fifteen educational products and is the author of the AICPA’s MCS cash management practice aid. He has been a Governor of the Connecticut Society of CPAS, and chair or member of many state and AICPA committees and task forces.

John N. Sherrick, MA, CPA (Surgent McCoy CPE, LLC), is a partner of Sitrick & Associates, LLC in Bettendorf, Iowa. John prepares tax returns and financial statements for closely held companies and their owners. He also provides a variety of income tax, retirement, and estate-tax planning services for his clients. John also serves as an expert witness for business valuations and other tax and accounting issues. John has over 35 years of experience in public accounting with local firms. His experience includes a wide variety of tax and accounting issues for small businesses in a number of industries. John also has had experience in auditing and taxation of not-for-profit organizations on the local and national level. John is a member of the AICPA, the Iowa Society of CPAs, and the Illinois CPA Society.

Jerry E. Spratt, CFE, CPA, CFSA, CGFM (AICPA), is the Assistant Legislative Auditor for the Arkansas Division of Legislative Audit, serving the organization for 34 years. He has directed the fraud deterrence and detection efforts of the Division since 1980. Mr. Spratt also conducts seminars on fraud deterrence and detection for many professional and local organizations and associations. Mr. Spratt is a member of the Arkansas Society of Certified Public Accountants, serving on its Professional Ethics Committee and elected to the Board of Directors 2007-2010, the Association of Certified Fraud Examiners, currently serving as President of the Arkansas Chapter; and many other professional organizations. Mr. Spratt Chairs the Investigative Audit Subcommittee of the Southwest Intergovernmental Audit Forum, is past Chairman of the Arkansas Federal Credit Union (AFCU) Supervisory Committee (Audit Committee), and is the AFCU Board Treasurer.

Larry Stein, CPA, J.D., LL.M-Tax, CFP™, is one of the top-rated speakers in the nation. He has given over one thousand live seminars for State CPA societies around the United States. Larry is known for his entertaining presentation style and his thorough knowledge of tax, estate and financial planning. Larry is a Florida CPA and a member of the Florida Bar. He is also a Certified Financial Planner™. Larry holds a B.B.A. in Accounting and a Masters in Accounting from Florida Atlantic University. He obtained his law degree from the Florida State University College of Law and his Masters in Tax Law from the University of Florida College of Law. Larry has over a decade of public accounting experience. His experience includes work in a wide variety of industries and transactions. Larry's extensive public accounting experience focused primarily on the planning needs of closely-held family business owners and high-income asset-rich individuals.

Brian F. Tankersley, CPA, CITP (K2 Enterprises), is a frequent speaker at continuing education courses on auditing and technology for K2 Enterprises, and is a senior faculty member with Becker Professional Review. Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. His public accounting experience includes accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s industry experience includes retail, financial services, wholesale, and manufacturing. His information technology experience includes technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and an associate with the Association of Certified Fraud Examiners.

Peter J. Towle, CPA, J.D., LL.M. (AICPA), is a sole practitioner with a general civil practice that includes business and commercial litigation, taxation, family/domestic relations, probate and estate planning, personal injury, accountant’s malpractice, and sports & entertainment representation. Prior to his successful law practice, Mr. Towle worked with a national accounting firm where he had substantial involvement in the development and teaching of various tax courses. He is a member of the bar association in both Tennessee and Florida. A certified public accountant, Mr. Towle is an active member of the American Institute of Certified Public Accountants, the Tax Sections of the Tennessee and American Bar Associations, and the Tennessee Society of CPA’s. He is a registered investment advisor in the state of Tennessee.

Rick Van Es, MBA, CPA (Executive Education), is a Granger, Indiana based management consultant and loyal University of Notre Dame alumni. Rick has been President of an automotive electronics manufacturer, earlier serving as CFO of that organization. In a previous CFO role, he negotiated a management buyout, securing $40 million in investor financing. He has managed accounting, finance, human resources, MIS, purchasing, production planning and customer service. In an earlier life, Rick was a professional jazz musician, playing the trumpet.

Dana J. Weber, CPA, is the author and discussion leader for the Nebraska Society’s Audits of Nebraska School Districts CPE course and a sole practitioner in Scottsbluff. He is a graduate of the University of Denver and has over 30 years of public accounting experience. An active member of the Nebraska Society of CPAs, Weber is a past chairman of the Nebraska Society’s State and Local Governmental Accounting and Auditing Committee. He is also a past president of the Nebraska Society’s West Nebraska Chapter.

Dr. Jeremy Wortman (HRD Initiatives LLC), is an Organizational Psychologist and the Manager of Organizational Development for a large financial and technology company spanning the United States and owner of HRD Initiatives, LLC; a local human resources consulting firm. Jeremy started HRD Initiatives in 2005 to help organizations focus on employee engagement and business ethics. In addition to his current OD job, Jeremy is an adjunct Professor of Management and a former Program Director at Bellevue University.

James E. Woy, CPA (Loscalzo Associates), is the Vice President of the Butte office of Anderson ZurMuehlen & Co., P.C. (AZ) with twenty-six years of public accounting in the employee benefit and government and not-for-profit field. He is the past President of the Montana Society of CPAs. Jim is a technical reviewer for the MSCPA Peer Review Committee and Report Reviewer for the State of Montana Board of Public Accountants Professional Monitoring Program. Jim has served as a member of the AICPA’s Technical Issues Committee. He is an adjunct instructor of Auditing at Montana Tech of the University of Montana, an Advisory Board member of Granite Mt. Bank, Butte, and Treasurer of Montana Special Olympics.

Gary D. Zeune, CPA, (Gary Zeune & Associates), is a nationally recognized speaker and writer on fraud. He founded The Pros & The Cons, the only speakers bureau in the U.S. for white-collar criminals. His books include The CEO’s Complete Guide to Committing Fraud and Outside the Box Performance. He has published 35+ articles on fraud and performance measures in national publications. Zeune has taught fraud classes for the FBI, U.S. Attorney, Federal Reserve, bar and health care associations, 30+ state and national CPA societies, and numerous banks and accounting firms.


   HOME    SITEMAP
   Copyright © 2008 NESCPA, Inc. All rights reserved.
^top