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  • 06 Feb 2019 12:30 PM | Christina Hartz (Administrator)

    February 6, 2019

    Early, Cassidy & Schilling LLC (EC&S) announces the hiring of Matarie Broom as Principal, Executive Vice President and Chief Operating Officer

    Matarie Broom has joined Early, Cassidy & Schilling LLC (EC&S) as Principal, Executive Vice President, and Chief Operating Officer (COO). As COO, Matarie will lead EC&S day-to-day operations, guide strategic engagements, drive operational efficiency, facilitate innovation and foster the vibrant EC&S customer-focused culture.

    “Matarie joins us from a high-growth, client-centric model. She is a dynamic and talented professional. Her experiences to date will be a tremendous asset to the Early, Cassidy & Schilling, LLC platform. I have had the benefit of working with Matarie in the past and look forward to integrating her leadership into EC&S” says Jason Richardson, EC&S CEO and Managing Principal.

    "I know that I speak for everyone at EC&S in thanking Jason Richardson, Tim Schilling and Andy Cassidy for their leadership and tireless dedication to the company. I am truly honored and excited to be joining the EC&S family. I want to thank the EC&S team for their warm welcome and entrusting me with the COO baton. EC&S has a rich culture with a seasoned team of professionals. I look forward to collaborating with our leadership team to deliver on our long-term vision and offering guidance for the strategic action items essential for our bright future and continued growth.” said Matarie.

    Before joining EC&S, Matarie spent the last twelve (12) years, most recently as a Vice President – Unit Manager, with the Lockton Southeast Series in Atlanta. During her time with Lockton, she led a team of professionals in the Commercial Insurance Department overseeing and driving the risk management strategies for numerous clients. Throughout her time, she developed an in-depth knowledge in the areas of Multinational Manufacturing, Real Estate, Construction and Restaurants; and, also represented the Southeast Series for Lockton’s National Food & Beverage Practice. Additionally, she leveraged her industry expertise and network to form and spearhead the Southeast Series “Women in Leadership” initiatives. As a first of its kind for women in insurance in the Southeast, she was most notably known for annually hosting the successful Women in Leadership Forum and Networking event.

    Prior to Lockton, Matarie worked at Marsh for five (5) years. Matarie graduated with a bachelor’s degree from Spelman College in Atlanta, Georgia. She has relocated with her family from Atlanta to the DMV area.

    Matarie can be reached at 301-948-5800 or broommm@ecsinsure.com.

    About Early, Cassidy & Schilling, LLC

    EC&S is a regional insurance agency based in Rockville, Maryland, and has been serving the Mid-Atlantic Region for 90 years. EC&S offers services in property & casualty insurance, employee benefits, surety, executive benefits, personal lines insurance, and captive consulting. The company was originally incorporated in 1927 subscribing to the core value of services and dedication to our clientele which remains a key tenet of our culture. For more information please visit our website at www.ecsinsure.com.

    Contact: Courtney H. DeCroes
    Client Manager
    Phone: 301-948-5800 x 116
    Email: decroesch@ecsinsure.com

  • 10 Dec 2018 3:09 PM | Christina Hartz (Administrator)

    December 10, 2018

    Bethesda, MD: Gelman, Rosenberg & Freedman CPAs (GRF) announced today that the firm has added two new principals to supplement rapidly growing practice areas. Melissa Musser, CPA, CITP, CISA has joined the firm as a Principal in the firm’s Risk & Advisory Services practice, and Paul H. Calabrese has been named a Principal in GRF’s Outsourced Accounting and Advisory Services Group. Both Musser and Calabrese are based in GRF’s Bethesda, MD office in Metropolitan Washington, DC.

    “GRF continues to diversify our service offering because we recognize an escalating need for risk advisory and outsourced accounting services in the market,” said Jackie Cardello, CPA, Managing Partner. “Both Melissa and Paul bring valuable consulting experience that will be a huge asset for our nonprofit, government contracting and business clients.”

    Melissa Musser comes to GRF from Aronson LLC where she served as a Director in the firm’s Risk Advisory practice. As the newest addition to GRF’s Advisory practice, Musser will be responsible for delivering comprehensive risk-based assessments to help organizations respond to strategic, financial, compliance, operational and IT risks. Her expertise includes establishing, maintaining and optimizing internal controls, compliance, Enterprise Risk Management (ERM), and cybersecurity programs. Prior to joining GRF, Musser spent 10 years in public accounting focusing largely on nonprofit organizations. Her background also includes 4 years in risk management roles for global SEC companies where she led major transformation initiatives such as transitions to shared service centers, cybersecurity, SOX optimization, and the development of an ERM council. Additionally, Musser spent 2 years at the University Of Akron where she was responsible for ERP system upgrades and system integrations while also working as an adjunct faculty member teaching microcomputer business applications.

    Musser earned her Bachelor of Science in Accounting from University of Akron with majors in both Professional Accounting and Accounting Information Systems as well as a certificate in the Project Management Body of Knowledge (PMBOK). Her certifications include the designation of Certified Information Technology Professional (CITP) from the American Institute of Certified Public Accountants (AICPA) where she also serves as a member of the Information Management and Technology Assurance Section. Musser also received IT certification through her membership in ISACA (previously known as the Information Systems Audit and Control Association), achieving the Certified Information Systems Auditor (CISA) designation. She is a frequent speaker on privacy and cybersecurity topics at conferences hosted by the Greater Washington Society of CPAs (GWSCPAs), the University Risk Management and Insurance Association (URMIA) and the American Society of Association Executives (ASAE).

    Musser is a recipient of the 2018 AICPA Information Management and Technology Assurance (IMTA) Standing Ovation Recognition Award honoring young CPAs in information management and technology assurance and exhibit exemplary professional achievement. She is also an officer of the Institute of Internal Auditors, DC chapter where she serves as the Associate Vice President of Programming. Musser lives in Rockville, MD with her husband and two children.

    Paul Calabrese brings a successful track record of working with both nonprofits and businesses in the public accounting industry since 1997. Most recently serving as a Senior Manager at Rubino & Company, his remarkable career also includes positions with the Air Force Audit Agency, DCAA, government contractors, and DOD audit agencies in addition to 20+ years in public accounting. Calabrese’s extensive experience with the Cost Accounting Standards (CAS) and CAS disclosure statements, Federal Acquisition Regulation Cost Principals (FAR), Department of Defense FAR Supplement, and Uniform Guidance for federal grants and cooperative agreements positions him as a sought-after resource. He consults clients in all facets of federal government contract and federal grant cost accounting, GSA multiple award contracts and environmental recovery, and provides litigation support.

    Calabrese earned a Bachelor of Science in Business Administration from George Mason University. He is a member of the Maryland Association of Certified Public Accountants (MACPA), the Institute of Management Accountants (IMA), and the GWSCPAs where he is a Fellow and the past chair of the Not For Profit Committee. He is a prolific speaker on Uniform Guidance and other government contracting topics, making frequent presentations at seminars and conferences for IMA, MACPA, the Virginia Society of Certified Public Accountants, GWSCPAs and firm-sponsored events. Calabrese lives in Falls Church, VA with his wife and he has a grown son.

  • 12 Nov 2018 2:51 PM | Christina Hartz (Administrator)

    Gelman, Rosenberg & Freedman CPAs (GRF) has been honored once again among Accounting Today’s Best Firms to Work For. GRF’s 2018 national ranking among midsized firms soared to #12 from #17 the previous year.

    “Our firm culture is very unique,” said GRF Managing Partner, Jackie Cardello. “GRF strives to maintain a workplace that fosters opportunity for its employees while also providing the work-life balance that promotes personal well-being. As Managing Partner, I am particularly proud of the firm’s commitment to diversity and inclusion. It not only creates an environment where differences are appreciated and embraced, it allows us to attract top talent.”

  • 01 Nov 2018 2:18 PM | Christina Hartz (Administrator)

    Mike O’Connor recently joined Early, Cassidy & Schilling, LLC (EC&S) as Vice President of our Premier Client Group. This practice serves the personal insurance needs of prosperous individuals, families, and professional athletes. Mike joins us from McGriff Insurance Services, a subsidiary of BB&T Insurance Holdings. Prior to his insurance career, Mike played professional baseball for 12 seasons, representing the Washington Nationals and the New York Mets.

    Jason Richardson, CEO of EC&S states, “Mike will greatly help us drive business development to our Premier Client Group as we continue to expand this practice and build the brand. I am very excited about Mike joining our team. He works hard to give back to the community regularly in his post professional baseball career. I admire how Mike carries himself and his professionalism. He will bring great success to this practice.”

    Mike O’Connor states, “I am excited to become part of the dynamic team at EC&S. I am looking forward to assisting our current clients and growing the Premier Client Group.”

  • 14 Jun 2018 11:21 AM | Christina Hartz (Administrator)

    Tax-exempt organizations are eager to understand the true impact of applicable provisions in The Tax Cuts and Jobs Act (TCJA) so that they can refine their strategies for tax planning and fundraising for 2018 and beyond. GRF's nonprofit tax experts have been tracking developments closely as clarification emerges from the Internal Revenue Service (IRS) and the Treasury Department.

    Join Gelman, Rosenberg & Freedman CPAs and Humentum for an update focused on the tax consequences to tax-exempt organizations, including the latest guidance from the IRS and Treasury. Our nonprofit tax experts will discuss many of the questions on the minds of nonprofit leaders and provide a checklist of things they should do immediately to respond.

    • How will the new tax law affect our fundraising?
    • Can/should l my organization end pre-tax transportation benefits for employees to avoid triggering unrelated business taxable income (UBTI)?
    • Will our organization need to file a 990-T for 2018? Should we make estimated quarterly payments?
    • How will the new tax law affect our highest-paid employees?

    Participants will come away with practical guidance to help them position their organizations in response to TCJA and potentially reporting issues on their Forms 990/990-T and audited financial statements.


    The webinar will be presented by Partner Richard J. Locastro, CPA, JD, Chair of AICPA's Tax Division Technical Resource Panel (TRP) for Exempt Organizations and Principal Stephen J. Kelin, CPA, JD.

    Additional Program Details

    Learning Objective: To provide attendees with a better understanding of the new tax reform.

    Instructional Delivery Methods: Group Internet-based
    Recommended CPE: 1.0 CPE
    Recommended Fields of Study: Tax
    Prerequisites: None Required
    Advance Preparation: None
    Program Level: Basic
    Course Registration Requirements: None
    Refund Policy: No fee is required to participate in this session.

    Cancellation Policy: In the event that the presentation is cancelled or rescheduled, participants will be contacted immediately with details.

    Complaint Resolution Policy: Gelman, Rosenberg & Freedman is committed to our seminar participants' 100% satisfaction and will make every reasonable effort to resolve complaints as quickly as possible. Please contact kdavis@grfcpa.com with any concerns.

    Register Here!

    Gelman, Rosenberg & Freedman CPAs is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org

  • 04 Jun 2018 3:38 PM | Christina Hartz (Administrator)

    Early, Cassidy & Schilling LLC’s (EC&S’) EVP and Principal, Lynne Cook, awarded John Jack J. Curtin, Jr. President’s Award

    The President of the National Association of Surety Bond Producers (NASBP) awarded Lynne Cook the John Jack J. Curtin, Jr. President’s Award for distinguished service recently. The award recognized Lynne’s service in various leadership positions with NASBP, including its President, and for her 40 years of dedication to the surety industry. The award from Howard Cowan, then NASBP President states, “As President, Lynne directed NASBP’s 75th year anniversary celebration and formed the President’s Task Forces to explore the future of the surety industry, culminating in the undertaking of a national public relations campaign. Through her devotion of time energy, and resources, Lynne has served as an exemplar of distinguished service for other surety professionals.”

    “This award exemplifies Lynne’s dedication and commitment to the surety industry and the clients that she serves. She is a remarkable surety professional and leader both at EC&S and beyond. She continues to make a tremendous impact in the surety industry and to provide thought leadership and guidance to those involved in it. This award is well deserved. ” says Jason Richardson, EC&S CEO and Managing Principal.

    Per Lynne, “I was so surprised in the moment and grateful to Howard for recognizing my efforts. Now that it has registered, I am most privileged to have my name on an award that honors one of our industry’s finest, Jack Curtin.”

  • 17 May 2018 9:50 AM | Christina Hartz (Administrator)

    FAR members, Mindy Saffer and Lucia Hedke of Cresa recently launched a new podcast series, The Amazing Space, that discusses trends and challenges in real estate with prominent Association leaders. The pilot episodes are available on Stitcher and iTunes, and the publication of these episodes is also available on Cresa’s corporate blog.

  • 11 Apr 2018 2:14 PM | Christina Hartz (Administrator)

    How do your benefits compare to other nonprofits in the area? Benefits can differ significantly by area and employers need to compete to attract and retain top employees. SIG is providing all FAR members (with 50 or more employees) an opportunity to participate in their 2018 Mid Atlantic Benchmarking Survey. Each participant will receive a complimentary individual benchmarking report which will show:

    • how your benefits compare to other employers in the Mid Atlantic area and nationally,
    • if your wellness and disease management plans are on par with your peers, and
    • cost control strategies other employers are utilizing and more.

    To participate, please click on the link below:


  • 14 Mar 2018 10:26 AM | Christina Hartz (Administrator)

    EC&S is pleased to welcome Casey Nunneker as Principal and Employee Benefit Practice Leader.

    Casey has spent the last eight years with USI Insurance Services in the Mid-Atlantic and was with Group Benefit Services for three years prior to that time. At USI, he worked as both a producer and account executive. In these roles he advised clients through many complex benefit needs and issues. His expertise encompasses strategic areas that include plan performance, human resources support, compliance, well-being and consumerism. “We are very excited about Casey coming on board to lead our Employee Benefit Practice at EC&S. His knowledge covers the full spectrum of options within the benefits discipline. Casey’s appreciation of complex benefit scenarios and his consultative focus will be impactful to both our current clients and future ones. His talent and drive strengthens our management and sales teams tremendously. I look forward to him helping us lead our agency and move EC&S forward as a strong presence in the Mid-Atlantic Region.” says Jason Richardson, EC&S CEO and Managing Principal.

    “I am thrilled to be joining this reputable firm, which has such a rich 90-year history in the region,” says Casey. “I look forward to building on the successes of EC&S and strategically advancing its employee benefits practice.”

    Casey graduated with a bachelor’s degree from the State University of New York at Geneseo.

    He can be reached at (240) 864-9115 or nunnekercc@ecsinsure.com.


    About Early, Cassidy & Schilling, LLC

    EC&S is a regional insurance agency based in Rockville, Maryland, and has been serving the Mid-Atlantic Region for 90 years. EC&S offers services in property & casualty insurance, employee benefits, surety, executive benefits, personal lines insurance, and captive consulting. The company was originally incorporated in 1927 subscribing to the core value of services and dedication to our clientele which remains a key tenet of our culture. For more information please visit our website at www.ecsinsure.com.

  • 07 Mar 2018 9:26 AM | Christina Hartz (Administrator)

    Newswise — WASHINGTON – AACC, a global scientific and medical professional organization dedicated to better health through laboratory medicine, is pleased to announce that Susan Medick has been named chief financial officer (CFO) for the association, effective today.

    Medick is a certified public accountant with extensive experience serving as a CFO in the nonprofit world. Prior to joining AACC, she held the position of CFO at the Telecommunications Industry Association, where she led rebuilding and strategic planning for operations in the organization’s finance, human resources (HR), information technology, and legal departments. Before that, she served for 20 years as chief financial and operations officer of the Auto Care Association. She guided this association through a period of exponential growth, increasing total organizational revenue by more than $1 million and overseeing major acquisitions and consolidations that increased the annual budget from $5 million to $18 million.

    In her role at AACC, Medick will serve on the executive management team and will lead all initiatives to strengthen and expand the association’s financial resources to ensure continued vitality and growth. She will also oversee AACC’s HR initiatives and guide efforts to retain and recruit top staff talent that aligns with the association’s key priorities. These include delivering high value education and knowledge resources to laboratory medicine professionals who make up AACC’s membership, as well as driving science and innovation in laboratory medicine and advancing best practices in the field worldwide.

     (Read more)

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