FAR Members in the News

GRF CPAs & Advisors Promotes Elinor Litwack to Partner

Mon, 06 Jan 2020 23:06:50 GMT

Elinor Litwack, CPA joins a growing list of women partners and principals at GRF

Bethesda, MD, January 6, 2020 – GRF CPAs & Advisors (GRF), a full-service professional services firm providing clients with audit, tax, outsourced accounting and advisory solutions, announced today the firm has promoted Senior Manager Elinor Litwack, CPA to Partner. Ms. Litwack becomes the third partner in the firm’s Outsourced Accounting & Advisory group, and she joins six other women partners and principals at GRF. She is also one of an expanding roster of team members age 40 and under who are preparing the firm for the next decade.

“The firm is so pleased to promote Elinor in recognition of her tremendous client service focus in addition to her technical expertise and dedication to staff development,” said GRF’s President and Managing Partner, Jackie Cardello, CPA. “Working her way up through senior leadership positions so early in her career while also opening up new market opportunities for the firm was no small accomplishment.” She added, “Elinor’s promotion also underscores our strong commitment to women pursuing positions in leadership and the firm’s flexible work arrangements to retain the best talent.”

Ms. Litwack was instrumental in launching GRF’s first office location in New York, and she provides leadership for adopting new technology to help the firm deliver improved client service. She joined the firm in 2007 as an accountant in GRF’s Outsourced Accounting & Advisory Services group and later relocated to the Greater New York City area while continuing to manage her team remotely. During her 12-year tenure with the firm, the outsourced accounting team grew from only seven team members to 25. Ms. Litwack is a member of the firm’s technology committee charged with identifying and testing new software and applications to increase efficiency for both the firm and its clients. To accompany these new technologies, she helped the firm develop policies and procedures for effective client service and managing remote team members in the digital age. Her innovative and transformative work landed Ms. Litwack on the advisory board for the AICPA’s annual Digital CPA Conference, which focuses on driving innovation across the accounting profession.

Ms. Litwack’s commitment to her community is evident through several current and past board positions. She currently serves as treasurer of I Support the Girls, a national organization providing basic personal necessities to homeless women. Additionally, Ms. Litwack is chair of the audit committee at Ben Porat Yosef, a private school in the New York area, and a finance committee member of the Jewish Federation of Northern New Jersey. Ms. Litwack is a member of several state CPA societies including the New York State Society of CPAs where she participates on the Chief Financial Officers Committee. Previously, Ms. Litwack served as a board member for Sulam and Friends of the Israel Defense Forces, Mid-Atlantic Region.

Ms. Litwack is a founding member of GRF’s women’s initiative, Women on the Move, created to educate, connect and empower women with the goal of developing women leaders at every level in the firm. She earned her Bachelors of Science in Accounting from George Washington University in Washington, DC. Ms. Litwack lives in the Greater New York City area with her husband and four children.

About GRF CPAs & Advisors

Headquartered in the Washington, DC metropolitan region with locations in Baltimore, MD and New York, GRF CPAs & Advisors (GRF) is a full-service professional services firm providing clients with accounting, tax and advisory solutions. For over 38 years, the firm has supported the financial and operational success of for-profit and tax-exempt organizations locally, nationally and around the world.

GRF is one of the last remaining privately held accounting firms specialized in serving the nonprofit industry. Formed in 1981 through the merger of the practices of Michael C. Gelman and Jerrold Rosenberg, the firm expanded in 1988 with the addition of Michael A. Freedman and became Gelman, Rosenberg & Freedman CPAs. Now GRF CPAs & Advisors, the firm employs over 115 staff including partners, principals, and staff accountants as well as paraprofessional and administrative personnel. GRF is consistently recognized among Inside Public Accounting’s Top 200 Firms, Accounting Today’s Best Accounting Firms to Work For and the Washington Business Journal’s Top 25 Accounting Firms. Accounting Today also honored the firm among their Firms to Watch and Top Firms in the Capital Region.

The firm is a member of CPAmerica, Inc., one of the largest associations of CPA firms in the United States. Our membership guarantees clients access to the expertise and resources of more than 4,000 accounting and advisory professionals at 78 member firms throughout the country. CPAmerica is a member of Crowe Global, providing our firm with access to the eighth largest accounting network in the world with over 200 independent firms in more than 130 countries.

LinkedIn: https://www.linkedin.com/feed/update/urn:li:activity:6619965961070014464

FAR Board Member & The Community Partnership CFO, Xiaowei Zheng, attends Senior Executive Fellows program at Harvard Kennedy School

FAR Admin — Wed, 18 Dec 2019 16:18:04 GMT

In her own words, Xiaowei thanks her TCP Executive Director, Sue A. Marshall, for her generous support when she applied to, and was accepted by, this prestigious program. Despite various difficulties, culture barriers and challenges as an immigrant to the US at the age of 30, she says she has been very fortunate to have had the opportunities to learn and work with phenomenal leaders and professionals, especially at FAR.

The Harvard SEF on site program, led by renowned Harvard faculty and expert practitioners, further strengthened her overall skillsets as a company leader and expanded her knowledge and understanding of effective leadership. The program allowed her to explore a variety of comprehensive subjects including Decision Science, Policy Development, Negotiation and Persuasion, Performance Measurement, Authentic Leadership, Rick Control, Cross-Sector Collaboration, etc. This was also a great opportunity to network with successful executives from different agencies around the world. “Leadership is a journey, not a destination (quoting John Donahoe )”.

Each significant adversity presents the greatest opportunity for your leadership growth. Be fearless and embrace the challenges! Gentle but bold, she will follow her True North onward and upward as a leader to better serve both the organization and the communities.

Xiaowei with Dana Born, faculty Chair at Harvard SEF (left) & Frank Hartmann, Professor at HKS (right)

Gelman, Rosenberg & Freedman CPAs Announces New Office Address and Brand Identity – GRF CPAs & Advisors

FAR Admin — Mon, 19 Aug 2019 19:06:52 GMT

The newly rebranded GRF CPAs & Advisors continues to serve a diverse client base with expanded advisory services.

Bethesda, MD, August 19, 2019 – Gelman, Rosenberg & Freedman CPAs, a full-service professional services firm providing clients with audit, tax, outsourced accounting and advisory solutions, announced today the firm has relocated its Metro Washington, DC-area office and rebranded as GRF CPAs & Advisors (GRF). The new name reflects the firm’s growing advisory services practice and signals an increasingly diverse client base of nonprofits and associations, private businesses, government contractors, and individuals. The rollout of the updated brand identity coincides with the firm’s move to a new office suite at 4550 Montgomery Avenue, Suite 800 North, Bethesda, MD 20814.

“We’re excited about our modern, sustainable office space as well as a significant update to our firm’s corporate branding,” said GRF’s President and Managing Partner, Jackie Cardello, CPA. “While these changes punctuate an exciting new chapter for our firm, our leadership is still committed to GRF’s legacy of exceptional client service supported by a unique firm culture where employees are valued and celebrated. Our mission and values are unchanged.” She added, “True to the firm’s values, GRF has several community service projects planned in the coming months.” (To read more, click here...)

Arthur J. Gallagher & Co. / Novick Group, Inc.

FAR Admin — Mon, 05 Aug 2019 17:58:26 GMT

I’m writing to share some exciting news.—news that means that we have taken steps to affirm our role as The Leader in Nonprofit Insurance…on a greater scale and for many years to come.

We have announced today that we are combining our operations with Arthur J. Gallagher & Co. (NYSE: AJG), one of the world’s largest and most respected insurance brokerage and risk management firms. It is no small factor in my decision that I find the corporate values, that have been so important to me throughout my career, are both (evident) clear and sincere - at the very highest levels of corporate management.

Looking ahead, we will indeed be a different company. Novick Group, in our thirty fourth year of operation, will now, proudly, be known as Gallagher. We will deliver a range of products and services that only the added resources and talent that an organization with Gallagher’s depth and experience can provide.

Some things won’t change. With our new partner’s enthusiastic support, we will hold fast to our commitment… to the association community, to our heritage of unmatched expertise and to a gold standard of client service - the foundations upon which our reputation has been built.

This isn’t the end of Novick Group, it’s a new chapter. And you can be sure it’s not the end for me personally. I am excited about what this means for my employees, clients, colleagues and community. We are stronger than ever, with long term financial stability and an improved ability to attract and train quality talent and expanded internal resources. You can learn more about our new partnership here.

One last time, as president of The Novick Group, I extend to you my most sincere thanks, for teaching me so many things, for your friendship and your support.

Thank you,

Lou Novick
President and CEO

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

FAR Admin — Wed, 06 Feb 2019 17:30:39 GMT

FOR IMMEDIATE RELEASE
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

Gelman, Rosenberg & Freedman CPAs Adds New Principals to Growing Practices

FAR Admin — Mon, 10 Dec 2018 20:09:50 GMT

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.

Gelman, Rosenberg & Freedman CPAs Ranked #12 Among Midsized Firms By Accounting Today

FAR Admin — Mon, 12 Nov 2018 19:51:52 GMT

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.”

Mike O’Connor joins EC&S as Vice President – Premier Client Group (Early, Cassidy & Schilling, LLC)

FAR Admin — Thu, 01 Nov 2018 18:18:46 GMT

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.”

Complimentary Webinar - Update on Tax Reform and the Impact on Tax-Exempt Organizations (Gelman, Rosenberg & Freedman)

FAR Admin — Thu, 14 Jun 2018 15:21:11 GMT

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.

Presenters

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.

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

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

FAR Admin — Mon, 04 Jun 2018 19:38:36 GMT

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.”

Cresa launches new podcast series

FAR Admin — Thu, 17 May 2018 13:50:46 GMT

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.

Employee Benefit Packages - Benchmarking Survey (SIG)

FAR Admin — Wed, 11 Apr 2018 18:14:16 GMT

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:

https://www.silbs.com/benchmarking

Early, Cassidy & Schilling LLC (EC&S) announces the hiring of Casey Nunneker as Principal and Employee Benefit Practice Leader

FAR Admin — Wed, 14 Mar 2018 14:26:10 GMT

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.

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About Early, Cassidy & Schilling, LLC

AACC Welcomes Susan Medick as Chief Financial Officer

FAR Admin — Wed, 07 Mar 2018 14:26:59 GMT

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)

Early, Cassidy & Schilling LLC (EC&S) announces the promotion of Lynne Cook from Senior Vice President to Executive Vice President and Principal

FAR Admin — Wed, 31 Jan 2018 15:15:13 GMT

Early, Cassidy & Schilling LLC is excited to announce the promotion of Lynne Cook to Executive Vice President and Principal at EC&S.

Lynne has been an integral part of EC&S for the past 19 years. During this time, she has successfully led EC&S’s Surety Practice and will continue to do so, along with assisting in the overall leadership of the agency.

Over the past year, Lynne has served as President of the National Association of Surety Bond Producers (NASBP) and continues to be a member of the Executive Committee. She also holds the position of Secretary for the Surety Alliance.

“This is a well-deserved promotion for Lynne. Lynne’s level of professionalism and expertise, along with her dedication to serving the needs of our clients, and EC&S, is exemplary. Her work with NASBP and the Surety Alliance illustrates her commitment to this business segment and her dedication to staying current with the latest industry trends and developments. I am personally excited to work with Lynne in the years to come as EC&S continues to grow throughout the Mid-Atlantic region.” says Jason Richardson, EC&S CEO and Managing Principal.

Per Lynne, “I am honored to become part of the executive team at EC&S. Our clients are some of the finest firms and people doing business in this part of the country. I am excited to continue supporting our customers in managing their surety programs and meeting their profitability goals. The growth plan for the EC&S team is to focus on being the broker of choice in our selected niches as well as one of the best places to work.”

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About Early, Cassidy & Schilling, LLC

Gelman, Rosenberg & Freedman CPAs Promotes Ricardo Trujillo to Partner

FAR Admin — Tue, 02 Jan 2018 18:58:18 GMT

Gelman, Rosenberg & Freedman CPAs (GRF) announced today that Ricardo Trujillo, CPA, CITP, CISA was promoted to partner on January 1.

Trujillo most recently served as a senior manager in the firm’s audit practice specializing in audit and assurance services for nonprofit organizations including foundations, trade and membership associations, charitable institutions and US-based non-governmental organizations. As partner, Trujillo will be responsible for all aspects of client service and engagement administration in addition to expanding the firm’s Information Technology (IT) Audit practice. He will continue to be based in GRF’s Bethesda, MD office serving local, national and international clients.

(Read more)

U.S. Chamber’s Institute Awards Ashley Fearn of D.C. the Regent Scholarship

FAR Admin — Mon, 13 Nov 2017 15:06:28 GMT

FOR IMMEDIATE RELEASE – November 8, 2017 Contact: Andrew Weller 202-463-5802

U.S. Chamber’s Institute Awards Ashley Fearn of D.C. the Regent Scholarship

A Leadership Training Program Produced by the U.S. Chamber of Commerce Foundation

WASHINGTON, D.C.— Institute for Organization Management, the professional development program of the U.S. Chamber of Commerce Foundation, is pleased to announce that Ashley Fearn, Operations Director, of the Greater Washington Society of CPAs, has been awarded a Regent Scholarship. Given to professionals across the country, the Regent Scholarships recognize each recipient for their involvement in industry professional organizations, community service, and professional background.

“Regent scholarships offer executives the opportunity to attend Institute and learn about emerging industry trends, expand their organizations’ influence, and grow their peer network,” said Raymond P. Towle, IOM, CAE, vice president of Institute for Organization Management at the U.S. Chamber of Commerce Foundation. “We are pleased to help these talented professionals advance their careers and organizations.”

Since its commencement in 1921, the Institute program has been educating tens of thousands of association, chamber, and other nonprofit leaders on how to build stronger organizations, better serve their members and become strong business advocates. Institute’s curriculum consists of four weeklong sessions at five different university locations throughout the country. Through a combination of required courses and electives in areas such as leadership, advocacy, marketing, finance, and membership, Institute participants are able to enhance their own organizational management skills and add new fuel to their organizations, making them run more efficiently and effectively.

Each of the Regent Scholarship recipients will attend one of Institute’s five sites in 2015. At the completion of the four-year curriculum, each of the recipients will receive the IOM graduate recognition, signifying completion of 96 hours of course instruction in nonprofit management and their commitment to the industry. In addition, all credit hours earned through Institute may be applied toward the Certified Chamber Executive (CCE) or Certified Association Executive (CAE) industry certification.

Graduates of Institute receive the IOM recognition, signifying completion of 96 hours of course instruction in nonprofit management. In addition, participants can earn credit hours toward the Certified Chamber Executive (CCE) or Certified Association Executive (CAE) certifications. Nearly 1,000 individuals attend Institute annually.

Institute for Organization Management is the professional development program of the U.S. Chamber of Commerce Foundation. It is the premier nonprofit professional development program for association and chamber professionals, fostering individual growth through interactive learning and networking opportunities.

The U.S. Chamber of Commerce Foundation (USCCF) is a 501 (c)(3) nonprofit affiliate of the U.S. Chamber of Commerce dedicated to strengthening America’s long-term competitiveness. We educate the public on the conditions necessary for business and communities to thrive, how business positively impacts communities, and emerging issues and creative solutions that will shape the future.

DelCor VP Brian Sheehan Named Top IT Executive

FAR Admin — Fri, 22 Sep 2017 16:23:55 GMT

Honor Recognizes 24 Years of Advancing Association Technology

SILVER SPRING, MD — Brian Sheehan has been working with associations and nonprofits for nearly a quarter century. He joined DelCor Technology Solutions—founded by Loretta M. DeLuca, FASAE, in 1984—in 1993, later becoming a principal in the company. Leading the company’s Network Systems and Support team, he aims to help mission-driven organizations take advantage of existing and emerging technologies including hosting, monitoring, cybersecurity, and more.

For his commitment to strategically advancing association and nonprofit technology, Sheehan has been named to The Channel Company’s Top Midmarket IT Executives list. This annual list honors influential vendor and solution provider executives who have demonstrated an exceptionally strong commitment to the midmarket, including 501(c) organizations. Sheehan has been previously recognized for Excellence in Customer Relationship Management with ASAE’s All-Star Award.

“This recognition comes as no surprise,” said DeLuca, “because Brian has been instrumental in developing and providing our association and nonprofit clients with managed services and hosting solutions tailored to their needs.” Sheehan’s achievements include building DelCor’s Network Operations Center, Network Foundation Suite, MSP Partner Program, and DelCor’s customized data center, Cloud Connection.

“The Channel Company and Midsize Enterprise Summit are proud to recognize these individuals and the companies they represent for their remarkable efforts to meet the unique IT needs of this fast-growing industry,” said Robert C. DeMarzo, Senior Vice President of Event Content and Strategy, The Channel Company. “The winners will be honored at this year’s Midsize Enterprise Summit Fall this month in San Antonio, Texas, the nation’s largest gathering of midmarket senior IT executives and the ideal venue in which to honor these deserving leaders. We congratulate each of the honorees and look forward to their continued success.”

Sheehan is a long-time member of ASAE, previously served on the ASAE Technology Section Council, and is a frequent speaker at ASAE conferences and other industry events. He holds a B.S. in Business Administration from West Virginia University and an M.S. in Information Technology Systems and Telecommunications from Johns Hopkins University.

ABOUT DELCOR

DelCor Technology Solutions, Inc., is an award-winning, independent technology consulting firm headquartered in Silver Spring, Maryland. Authors of the IT Maturity Model for Associations & Nonprofits and informed by 200 years of experience as association executives themselves, DelCorians are driven to help organizations fulfill their missions, visions, and business goals. Since its founding in 1984, DelCor has helped hundreds of organizations around the nation and world achieve progress through technology strategic consulting, hosting, and managed services. For more information, visit www.delcor.com.

ABOUT THE CHANNEL COMPANY

The Channel Company enables breakthrough IT channel performance with media, events, consulting and education, and marketing services and platforms. As the channel catalyst, we connect and empower technology suppliers, solution providers and end users. Backed by more than 30 years of unequaled channel experience, we draw from our deep knowledge to envision innovative new solutions for ever-evolving challenges in the technology marketplace. Learn more at www.thechannelco.com.

ABOUT MIDSIZE ENTERPRISE SUMMIT

The Midsize Enterprise Summit is held twice annually, bringing together 200+ midmarket CIOs and Senior IT Leaders to share ideas and best practices. MES provides a forum for IT executives from mid-sized organizations to research and meet technology vendors to plan their IT spend and initiatives for the coming year. Learn more at www.thechannelco.com/mes.

CONTACT

Bill Rowan, Marketing Manager
DelCor Technology Solutions
240.821.1765
browan@delcor.com

GRF Named One of Accounting Today’s 2017 Best Accounting Firms to Work For

FAR Admin — Tue, 01 Aug 2017 18:32:58 GMT

Jul 31, 2017

Gelman, Rosenberg & Freedman CPAs has been named as one of the 2017 Accounting Today’s Best Accounting Firms to Work for. Accounting Today has partnered with Best Companies Group to identify companies that have excelled in creating quality workplaces for employees.

This survey and awards program is designed to identify, recognize and honor the best employers in the accounting industry, benefiting the industry’s economy, workforce and businesses. The list is made up of 100 companies.

To be considered for participation, companies had to fulfill the following eligibility requirements:

– Must be an accounting firm.

– Have a facility in the United States;

– Have a minimum of 15 employees working in the United States;

– Must be in business a minimum of 1 year

Companies from across the United States entered the two-part survey process to determine Accounting Today’s Best Accounting Firms to Work for. The first part consisted of evaluating each nominated company’s workplace policies, practices, philosophy, systems and demographics. This part of the process was worth approximately 25% of the total evaluation. The second part consisted of an employee survey to measure the employee experience. This part of the process was worth approximately 75% of the total evaluation. The combined scores determined the top companies and the final ranking. Best Companies Group managed the overall registration and survey process, analyzed the data and determined the final ranking.

“The firms on this list represent the best workplaces in the accounting profession,” said Accounting Today Editor-in-Chief Daniel Hood. “They are outstanding places to build a career.”

For more information on Accounting Today’s Best Accounting Firms to Work for program, visit www.BestAccountingFirmsToWorkFor.com.

Edward C. Moroney, III joins Early, Cassidy &Schilling, LLC Construction Team as a Risk Manager and Insurance Advisor

FAR Admin — Mon, 31 Jul 2017 17:37:36 GMT

Rockville, MD- Early, Cassidy & Schilling, LLC is pleased to announce that Edward C. (Ted) Moroney, III has joined the firm as a Risk Manager and Insurance Advisor.

Ted is well known in the Mid-Atlantic Region, operating for 35 years as Chairman and CEO of Superior Foundation, Inc., a specialty subcontractor that concentrates in design-build, engineered excavation support systems, façade shoring, underpinning and heavy construction.

Ted is a graduate of Norwich University and is a founding member, past president and director of the Mid-Atlantic Chapter of International Association of Drill Shaft Contractors. He was also an active member of the Washington Building Congress, Associated Builders & Contractors and the Metropolitan Subcontractors' Association. He currently serves on the Board of Trustees of the Fishburne-Hudgins Educational Foundation, Inc.

Ted brings real-life experience to the Risk Management and Insurance Advisement Team having been responsible for the day-to-day field operations of Superior Foundation. While heading Superior Foundation, Inc., he was heavily involved in the Risk Management, Safety, Contract Review, Legal, Insurance, Banking and Bonding functions of the business.

Ted is a lifelong resident of the Washington Metropolitan area residing with his wife in Derwood, MD.

About Early, Cassidy & Schilling, LLC

Gelman, Roseberg & Freedman Awarded a 2017 Top Workplaces Honor

FAR Admin — Wed, 05 Jul 2017 16:13:33 GMT

Gelman, Rosenberg & Freedman CPAs has been awarded a 2017 Top Workplaces honor by The Washington Post. This is the second year in a row GRF has been selected for this honor. Last year, we were ranked #59, and this year we jumped to #39!

The Top Workplaces lists are based solely on the results of an employee feedback survey. Several aspects of workplace culture were measured, including Alignment, Execution, and Connection, just to name a few. 150 companies have been selected for the Top Workplaces award. We are honored to have been selected for the award, particularly as the judges were our employees!

DelCor Food Drive Nets 451,000 Meals in 15 Years

FAR Admin — Fri, 30 Jun 2017 17:05:45 GMT

15th Annual .org Community Food Drive Raises $25,162 for D.C.-based Capital Area Food Bank

SILVER SPRING, MARYLAND — With support from 20 organizations and 250 individuals, the 15th annual .org Community Food Drive raised $25,162 for the Capital Area Food Bank. The food drive is sponsored by Silver Spring-based technology consulting firm DelCor Technology Solutions. The company enlists others—associations, vendors, and individuals throughout the community—to join and support the drive. In 15 years, more than 100 organizations and thousands of individuals have participated.

The Capital Area Food Bank serves more than half a million people throughout Metropolitan Washington, including the District of Columbia; Prince George’s and Montgomery counties in Maryland; as well as Alexandria city and Prince William, Arlington, and Fairfax counties in Virginia. Sixteen percent of the region’s population—700,000 people—are at risk of hunger. (Read more)

Revered Association Technology Consulting Firm Expands to 50, Plants Roots in Chicago

FAR Admin — Fri, 30 Jun 2017 15:59:33 GMT

DelCor Technology Solutions Hires Long-time Executive Jim Gibson to Lead New Chicago Operations

SILVER SPRING, MD — Fueled by 22 percent growth in the last two years, Dave Coriale, President of DelCor Technology Solutions, Inc., today announced the company’s expansion into the Chicago region.

“With this development, we are excited to be closer to our clients, colleagues, and friends in the Midwest,” he said.

DelCor is headquartered just outside Washington, D.C., home to the nation’s largest concentration of associations and nonprofits. The company’s move into Chicago answers the growing demand for its strategic IT services and embeds the company among the nation’s second-largest concentration of associations. (Read more)

DiMeo Schneider & Associates, LLC to Acquire ORION Investment Advisors

FAR Admin — Wed, 21 Jun 2017 13:50:42 GMT

DiMeo Schneider & Associates, L.L.C. (DiMeo Schneider), a nationwide investment consulting firm has agreed to purchase ORION Investment Advisors, a leading Registered Investment Advisor (RIA) located in McLean, Virginia. The acquisition is scheduled to become effective during the second quarter and all 11 ORION professionals will join the 70 associates at DiMeo Schneider.

To read more, click here.

(Pictured left: Rob Olcott, Managing Director (top) and Bill Fisher, Director)

Elite Personnel Selected for Forbes Best Professional Recruiting Firms - Makes List of Top 250

FAR Admin — Wed, 21 Jun 2017 13:04:47 GMT

Bethesda, MD, May 12, 2017 – Elite Personnel announced today that it has been selected as one of Forbes Best Professional Recruiting Firms, which lists the top 250 professional recruiting companies in the United States. Elite Personnel is listed at Number 166.

Forbes favorable review came from its investigation of 4,000 recruiting companies, culled from over 27,000 recruiting companies nationwide. Forbes’ analytics firm surveyed thousands of recruiters, employees who have worked with recruiters in the past three years, and HR managers in coming up with their best 250.

“It is indeed gratifying to know that in a very competitive professional staffing market, Elite Personnel has garnered the recognition that places us at number 166 in the nation,” said Elise M. Ambrose, President of Elite Personnel. “We put a tremendous amount of effort into becoming a preferred provider of staffing solutions in the DC Metro area, and it is great to have our efforts recognized in such a positive way.”

About Elite Personnel

Elite Personnel is an established and respected woman-owned staffing service assisting businesses, both profit and non-profit, throughout the DC Metro Area with both professional and administrative staffing needs. The company has been providing temporary, temp-to-hire, direct hire and contract staffing solutions since 1987.

For further Information, please contact:

Elite Personnel
Jeffrey Rosolio
jeff@elitepersonnel.com
301-951-3333

2017 CohnReznick Not-for-Profit Governance & Financial Management Survey: Share Your Feedback!

FAR Admin — Mon, 22 May 2017 17:58:33 GMT

We’re conducting our 4th Annual CohnReznick Not-for-Profit Governance & Financial Management Survey now, which focuses specifically on the governance and financial issues that affect most not-for-profit organizations. Please feel free to share the following link with your membership: https://www.surveymonkey.com/r/CRNFPSurvey17v8

We’re reaching out to organizations who focus on not-for-profits and educational institutions to ask for your assistance in getting the word out to the industry. Many associations are sending it out to their membership as a separate email blast, some are sending it as part of their newsletter, and others are posting it to their social media profiles or on their blogs. Any assistance is appreciated.

We will also be sure to send you the final report when it is released, so that you can share the information with your membership. Please click the following link to see the results from last year’s survey: https://www.cohnreznick.com/insight/reports-and-whitepapers/2016-not-for-profit-governance-survey-report

As I mentioned earlier, please use the following link to share information about the survey with your membership: https://www.surveymonkey.com/r/CRNFPSurvey17v8. I would also appreciate it if you could send me a note as to what you would like to do so that we can track it, and also feel free to reach out with any questions. I’d also be happy to jump on a call to discuss this if you, or anyone else, has any questions.

Please also feel free to take the survey yourself as we would also like your input.

Any and all assistance is greatly appreciated.

Thank you.

*For more information about CohnReznick's privacy policy, go to www.cohnreznick.com/privacy-policy.

About CohnReznick

CohnReznick LLP is one of the top accounting, tax, and advisory firms in the United States, combining the deep resources of a national firm with the hands-on, agile approach that today's dynamic business environment demands. With diverse industry expertise, the Firm provides companies with the insight and experience to help them break through and seize growth opportunities. The Firm, with origins dating back to 1919, is headquartered in New York, NY with 2,700 employees in offices nationwide. CohnReznick is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com.

Jamie Mooney joins Early, Cassidy & Schilling, LLC as Vice President / Producer in Baltimore, Maryland.

FAR Admin — Mon, 22 May 2017 17:53:19 GMT

Rockville, MD- Jamie Mooney has joined Early, Cassidy & Schilling, LLC (EC&S) as a Producer in Baltimore. Jamie has worked the previous 14 years for Willis Towers Watson.

Jason Richardson, CEO of EC&S states, “Jamie is a strategic fit to the EC&S team. She helps us expand our growing footprint into the Baltimore area. Jamie is a seasoned insurance professional and will find great success on our platform.”

###

About Early, Cassidy & Schilling, LLC

Beth Berk featured in video on the Journal of Accountancy website

FAR Admin — Mon, 08 May 2017 14:36:49 GMT

Beth Berk, a longtime FAR member, is a featured in a video on resume writing mistakes. To view video and learn helpful hints on what to do and what not to do, click here. (©2017 AIPCA. All rights reserved. Used by permission.)

Gelman, Rosenberg & Freedman Make Accounting Today's List of Top Firms in the Capital Area

FAR Admin — Thu, 16 Mar 2017 18:07:43 GMT

In addition to being named on the Accounting Today's Top Firms list, Gelman, Rosenberg & Freedman were also included as a 2017 “Firm to Watch.” Click here to read more.

2017 Association Trends Partner of the Year Award – Loretta DeLuca, FASAE, founder and CEO of Delcor Technology Solutions.

FAR Admin — Mon, 06 Mar 2017 15:41:32 GMT

Former FAR board member Loretta M. DeLuca, FASAE, accepted the 2017 Association TRENDS Partner of the Year Award on February 23 at the Salute to Association Excellence luncheon and award ceremony. Read why Loretta, founder and CEO of DelCor Technology Solutions, was selected here, watch her full acceptance speech here, and learn about other honorees—including Association Executive of the Year Dawn Sweeney, CEO of the National Restaurant Association—here.

Derek Symer (AHT) Receives Professional Recognitions

FAR Admin — Tue, 28 Feb 2017 15:13:07 GMT

Congrats to Derek Symer, who recently received two professional recognitions for his work as a principal and director at AHT Insurance working with nonprofit clients. He was named by Risk & Insurance as a "Power Broker" in the nonprofit sector and listed in the "Hot 100" by another professional publication. Derek, who works with many non-profits also helped start the Business Managers Roundtable, a professional organization for business officers at private and independent schools, in addition to his work with associations, professional societies and NGOs.

To read the full articles:
Click here for the article in Risk & Insurance.
Click here for IBA Hot 100.

Savills Studley & Inc. Magazine - Top Office Spaces in Washington, DC

FAR Admin — Thu, 26 Jan 2017 17:14:23 GMT

Nicole Miller and a few of her colleagues at Savills Studley are working exclusively with Tom Popomaronis, columnist for Inc. Magazine, to select the top office spaces in Washington, DC metropolitan area that has the most unique physical perks/attributes. Once selected, Tom will do a feature story on the winners and organizations who received honorable mentions. The write up will be similar to Tom’s latest piece featuring the snazziest office spaces in Baltimore, which had over 7,200 views.

This can be a great way to showcase your office space as well as your organization in order to enhance your brand, further recruitment efforts and assist with overall retention. The more interesting the perk(s) that makes your organization’s space unique, the better (they can be physical or non-physical attributes).

Here's what we'll need to review candidates:

Organization name and address
Most interesting perk(s)/attribute(s)
1 sentence quote from any employee about the perk(s) (include name and title)
1 sentence quote from Savills Studley about the perk(s) (will need to schedule time to tour the space)
Picture(s) of the perk(s) at office

As for timing:

Responses: Open through February 3^rd

Site Visits: Open through February 17^th

Finalists Selection: February 17^th – 28^th

Article go-live: March

If your organization, client, or friend has an office space that you feel should be considered, please reply via email to nmiller@savills-studley.com or via phone at 202-624-8542. Nicole will then coordinate a time to briefly tour your space and learn more about the organization.

Keep in mind, the deadline for submissions is Friday, February 3, 2017!

Access National Corporation and Middleburg Financial Corporation Announce Strategic Merger

FAR Admin — Thu, 10 Nov 2016 18:40:14 GMT

RESTON, Va. and MIDDLEBURG, Va., October 24, 2016 – Access National Corporation (NASDAQ: ANCX) (“Access National”) and Middleburg Financial Corporation (NASDAQ: MBRG) (“Middleburg”) today announced the signing of a definitive agreement to combine in a strategic merger.

The combination creates Virginia’s premier bank, with enhanced scale, improved efficiency and a well-diversified business model. The two companies have highly complementary businesses and geographic footprints. The combination will have greater market reach and product offerings that will enable significant opportunities for growth. Access National’s expertise in business banking, commercial and industrial (C&I) lending and mortgage origination complements Middleburg’s core strengths of serving the depository, custom credit and wealth management needs of professionals and consumers in the affluent Virginia communities west of Washington D.C. and in Richmond. (Read more...)

CohnReznick’s most recent not-for profit governance survey

FAR Admin — Thu, 20 Oct 2016 12:40:46 GMT

CohnReznick’s most recent not-for profit governance survey -- Promoting Confidence: Assessing the Process and Priorities. For the past three years, CohnReznick has asked not-for-profit executives and board members across the country questions covering such topics as their organization’s governance practices and policies, as well as, their board structures, Each year uncovers new insights on what is top of mind for not-for-profit leaders. This year, over 600 participants candidly responded to more than 40 survey questions. Some of the highlights

• about one-third (35%) of not-for-profit boards have conducted a self-assessment this year, down by almost 10% from 2015.

• nearly half of the organizations surveyed have not completed a cyber-risk assessment in the past year

• overall, risk assessments continue to be a low priority with 40% of those surveyed reporting they have never conducted one

Click here for full results.

TRENDS 2017 Association Partner of the Year - Loretta M. DeLuca, FASAE

FAR Admin — Fri, 23 Sep 2016 16:11:14 GMT

Congratulations to the TRENDS 2017 Association Partner of the Year, Loretta Monterastelli DeLuca, FASAE, Founder and CEO of DelCor Technology Solutions.

“It will be hard to find anyone in the association community who would disagree on Loretta receiving this honor,” TRENDS president Joel Poznansky said. “She and the company she founded have made a name in the association space that everyone knows, respects and appreciates, and with whom many, many associations partner.”

DeLuca will be feted at the TRENDS 2017 Salute to Association Excellence, Feb. 23 at the Capital Hilton in Washington. This is the premier event that honors associations executives from across the country. Other honorees to be presented at the Salute are the Association Executive of the Year, the Leading Association Lobbyists and the Young & Aspiring Association Professionals (see p. 4). Also to be honored will be the winners of the TRENDS All-Media Contest, the highest-regarded independent communications contest for associations and nonprofits in the country.

Tate & Tryon Adds Mike Sorrells, CPA as Tax Principal

FAR Admin — Thu, 08 Sep 2016 19:53:48 GMT

Tate & Tryon is pleased to announce the addition of Mike Sorrells, CPA as a Tax Principal within the Firm’s Exempt Organization Tax Services practice. Mike brings more than 25 years of experience specializing in exempt organization taxation to Tate & Tryon.

Previously, Mike served as National Director on Nonprofit Tax Services for BDO USA where he worked with a wide spectrum of nonprofit organizations including colleges and universities, hospitals, national and international charities, trade associations, and private foundations.

Mike’s expertise and experience includes federal and state compliance; large, complex multi-entity organizations; unrelated business income including income from advertising, debt-financed property and alternative investments; lobbying and political activity; IRS examinations; exemption applications, reinstatements and exempt status issues; and state and local taxation and compliance.

He writes frequently for nonprofit publications on a variety of tax issues and is a popular speaker at nonprofit conferences and events.

Mike holds a BA in History/Government and Politics from the University of Maryland. He is a member of the American Institute of Certified Public Accountants (AICPA) and is also a past president of the Greater Washington Society of CPAs (GWSCPA).

About Tate & Tryon

Formed in 1993, Tate & Tryon is a premier public accounting and consulting firm dedicated exclusively to serving nonprofit organizations. Tate & Tryon provides a full range of audit & assurance, exempt organization tax, outsourced accounting, technology and advisory services to more than 600 national and international nonprofit organizations including arts and cultural organizations, civic and community organizations, advocacy groups, public and private foundations, educational institutions, trade and professional associations, and special interest groups. In addition, Tate & Tryon provides specialized services in the areas of financial governance best practices, internal control design & effectiveness, fraud detection and prevention, risk management, reserves strategy, accounting process improvement, and interim CFO & accounting support. Our technology practice, T3 Information Systems specializes in Microsoft Dynamics GP, SL and Intacct as well as related financial reporting, dashboarding and budgeting solutions. For additional information visit our website at www.tatetryon.com.

NOWCC Board of Directors Announce New President and CEO

FAR Admin — Fri, 29 Jul 2016 12:32:26 GMT

Arlington, VA – The Board of Directors of the National Older Worker Career Center, Inc. is pleased to announce the selection of Cito Vanegas as the organization’s next President and Chief Executive Officer effective August 8, 2016. Vanegas will succeed Gregory Merrill, who is retiring after 10 years of service leading NOWCC. Currently serving as Chief Financial Officer, Vanegas brings to the position an extensive nonprofit background that has spanned more than 23 years and an unwavering passion for serving the aging workforce.

Vanegas graduated from the University of Mary Washington with a Bachelor of Science degree in Business Administration, followed by the Certified Public Accountant (CPA) designation in 1993. He later earned a Master in Business Administration (MBA) degree from George Mason University. Leadership awards and certifications include the 2016 Abila Excellence - Force for Good Award, SMART CEO - Executive Management Award – CFO in 2014, Nonprofit Executive Management Certificate from Georgetown University, Institute for Organization Management (IOM) from the US Chamber, Future Executive Directors Fellowship from the Nonprofit Roundtable of Greater DC, and the American Society on Aging (ASA) Gerontology Certificate.

He is active in the nonprofit community, having served as the Board of Directors Chairman of MAG America and Treasurer of the Finance and Administration Roundtable. He resides in Arlington, Virginia with his wife and two children.

Founded in 1997, NOWCC is a national nonprofit organization dedicated to promoting experienced workers (55 and older) as a valuable and critical component of the nation’s workforce. NOWCC is a well-established bridge that helps connect experienced workers to meaningful positions in the public sector. NOWCC provides cost effective, flexible, and innovative experienced worker programs to help federal agencies fulfill their missions. We pride ourselves on listening to our customers and meeting their needs with top of the line quality customer service.

Excellence in Chief Executive Leadership (EXCEL) Award - Nominations Open Until July 25

FAR Admin — Wed, 13 Jul 2016 13:29:24 GMT

The Gelman, Rosenberg & Freedman Excellence in Chief Executive Leadership (EXCEL) Award recognizes and spotlights outstanding leadership among Washington-area nonprofit chief executives. The award recognizes leadership achievement in the areas of innovation, motivation, community building, ethical integrity, and strategic leadership. The selection process includes four stages; nomination, interview, site visit and selection. (To learn more, click here.)

FAR Welcomes 3 New Board Members to the 2016-2017 Board of Directors

FAR Admin — Thu, 07 Jul 2016 13:27:35 GMT

The Finance & Administration Roundtable (FAR) held its annual Board of Directors election in June and is pleased to announce the election of three new board members and the re-election of six current board for the 2016-2018 term. (Click here to read press release.)

FAR Gold Member Company SVP Elected to be President at NASBP

FAR Admin — Wed, 06 Jul 2016 13:04:41 GMT

Lynne W. Cook, Senior Vice President at Early, Cassidy and Schilling, Inc., has been installed as the President of the National Association of Surety Bond Producers (NASBP), an international trade association headquartered in Washington, DC, serving a membership of firms employing licensed surety bond producers. (Read more...)

Rob Olcott to Receive 2016 "Academy of Leaders Award" from ASAE

FAR Admin — Thu, 23 Jun 2016 20:10:03 GMT

McLean,VA – Rob Olcott, Managing Director of ORION Investment Advisors, has been named to receive the 2016 “Academy of Leaders Award” from the American Society of Association Executives (ASAE). The award will be presented at ASAE’s Annual Meeting & Exposition in Salt Lake City in August. The “Academy of Leaders” Award is presented annually by ASAE to the individual who demonstrates exemplary support of ASAE and the entire association community. To read more, click here.

Associations & Vendors Raise $25k for Local Food Bank

FAR Admin — Thu, 26 May 2016 13:11:19 GMT

DelCor’s 14th Annual .org Community Food Drive Is Biggest Ever

SILVER SPRING, MD — Sixteen organizations banded together over three weeks this May to raise $25,459.50 for the Capital Area Food Bank, facilitated by sponsor DelCor Technology Solutions. The money raised directly supports the food bank, allowing them to provide 63,649 meals. That’s 2.5 meals for every dollar donated. (Read more...)

Air Force Association 2016 Cycling Classic

FAR Admin — Tue, 10 May 2016 18:11:53 GMT

Professional and Amateur Riders Invited to Register for the 2016 AFA Cycling Classic

2016 AFA Cycling Classic held June 11-12, 2016 in Clarendon and Crystal City, Virginia; Register to ride with Team Sabre to fundraise for AFA’s Wounded Airman Program. AFA’s Wounded Airman Program is the beneficiary, receiving donations from those who register to ride on Team Sabre and other onsite fundraising initiatives. WAP uses 100% of all donations received (anytime) in direct support of the needs of wounded Airmen.

Visit http://cyclingclassic.org/ for more information.

DelCor’s 14th Annual .org Community Food Drive runs through May 20

FAR Admin — Thu, 05 May 2016 17:37:46 GMT

Learn more and donate: www.tinyurl.com/communityfooddrive

Since founding the .org Community Food Drive in 2003, we’ve encouraged the local association community to feed those in need—supplying 325,000 meals to the Capital Area Food Bank. Headquartered in Northeast DC, the food bank serves the District and surrounding jurisdictions in Maryland and Virginia—including our location here in Downtown Silver Spring. (Read more...)

CohnReznick 3rd Annual Not-for-Profit Governance Survey

FAR Admin — Fri, 18 Mar 2016 14:40:23 GMT

CohnReznick is conducting their 3rd Annual Not-for-Profit Governance Survey and needs your input!

This short survey, focuses specifically on the governance issues that affect most not-for-profit organizations. The collected data will be used to compile a full report for our clients and contacts to use in order to better gauge their current governance practices against those of other participants. Please feel secure in knowing that no personal contact information or organization names will be used in the report. Your identity will remain confidential and will only be used internally by CohnReznick LLP.*

*For more information on CohnReznick's privacy policy, go to www.cohnreznick.com/privacy-policy.

Council of Better Business Bureaus, Inc. Self-Reg Conference

FAR Admin — Wed, 02 Mar 2016 19:34:33 GMT

Click here to learn more about Better Business 2016 – The Conference for Business, Self-Regulation and Impact scheduled for April 21-22, 2016! http://bbbconference.org/

DelCor’s Managed IT Services Honored by The Channel Company

FAR Admin — Wed, 24 Feb 2016 18:35:42 GMT

For third consecutive year, association- and nonprofit-focused technology consulting firm recognized for innovative solutions. To read more, click here.

Veris Consulting’s outsourced accounting, survey research and primary market research divisions will become Vault Consulting

FAR Admin — Mon, 18 Jan 2016 19:41:05 GMT

As we look forward to the promise of new beginnings and a new year in 2016, we are enthused to announce a strategic transformation at Veris Consulting that is designed to best serve our client partners. Effective January 1, 2016, Veris Consulting’s outsourced accounting, survey research and primary market research divisions will become Vault Consulting. To read more, click here.

McGladrey Changes Its Name to RSM in Global Rebranding Initiative

FAR Admin — Thu, 05 Nov 2015 20:45:56 GMT

To read more, please click here.

Promotions and Honors for Savills Studley FAR Members

FAR Admin — Tue, 03 Nov 2015 21:35:46 GMT

Corporate Managing Directors Demetri Koutrouvelis and Nicole Miller, both of Savills Studley, have each been promoted to Senior Managing Director. In addition, the team's leasing transaction on behalf of the American Alliance of Museums, was recognized in October as a "Dealmaking Finalist" at the CREW 2015 awards (Commercial Real Estate Women).

FAR Members to be Honored as Top NonProfit and Association CFOs

FAR Admin — Fri, 30 Oct 2015 20:11:17 GMT

Many FAR members, including our current Chair, are being honored November 17, 2015 when they will be recognized as top nonprofit and association CFO's. To read more, click here.

Results of the Cohn Reznick Not-for-Profit Governance Survey 2015

FAR Admin — Fri, 14 Aug 2015 12:35:10 GMT

The CohnReznick’s 2015 Not-for-Profit Governance Survey results are complete. Click here to read the report.

Loretta DeLuca, FASAE Receives One of ASAE’s Highest Individual Honors for Exceptional Leadership

FAR Admin — Wed, 24 Jun 2015 13:38:20 GMT

Loretta DeLuca, FASAE, is the 28th recipient of the Academy of Leaders Award. It’s ASAE’s highest honor given to industry partners who have demonstrated exemplary support of ASAE and the entire association community. DeLuca has volunteered for more than 25 years in the community. She is currently the chair of ASAE’s Key Consultant Committee, and she is a member of ASAE’s Industry Partner Alliance, the Summit Awards Steering Committee, and the Canadian Society of Association Executives Technology Advisory Group. She’s a former member of ASAE’s Board of Directors in 2007–2010. (Excerpt from ASAE article, to see full article, click here.)

Gelman, Rosenberg & Freedman CPAs EXCEL Award - Nominations Open

FAR Admin — Wed, 29 Apr 2015 14:19:32 GMT

Gelman, Rosenberg & Freedman CPAs is a proud sponsor of the Excellence in Chief Executive Leadership (EXCEL) award. Since the firm’s inception our team has supported Washington DC area nonprofits. Our participation in this annual program helps us demonstrate our commitment to helping dedicated nonprofits achieve financial success to advance their missions. (To learn more about the award and how to be nominated, please click here.)

DelCor Awarded Workplace Excellence Seal of Approval

FAR Admin — Fri, 17 Apr 2015 18:44:30 GMT

SILVER SPRING, MD — The Alliance for Workplace Excellence honored DelCor Technology Solutions yesterday with a Workplace Excellence Seal of Approval. DelCor is one of 51 companies to receive the award for their exemplary commitment to building excellent places to work in Montgomery County and through the United States. The Alliance also recognized 10 additional winners in other categories. (To read more, click here.)

DelCor Earns MSP Pioneer 250 Award for Second Consecutive Year

FAR Admin — Fri, 17 Apr 2015 18:38:10 GMT

SILVER SPRING, MD — For the second consecutive year, DelCor Technology Solutions has earned recognition on The Channel Company’s CRN Managed Service Provider (MSP) 500 list as one of the MSP Pioneer 250. (To read more, click here.)

West Lane & Schlager co-founder Eric West won the James L. Eichberg Broker of the Year award

FAR Admin — Fri, 17 Apr 2015 15:31:05 GMT

West Lane & Schlager co-founder Eric West won the James L. Eichberg Broker of the Year award for building a premier tenant rep firm specializing in not-for-profits like the Gates Foundation, Ocean Conservancy and Pew Research Center, as well as for mentoring younger brokers. Eric said he loved waking up each day and doing what he does. Brookfield’s Dave Bevirt spoke movingly of the community legacy of the late and revered Jim Eichberg, co-founder of Smithy Braeden. (Click here to read more.)

GWSCPA Annual Golf Classic May 18

FAR Admin — Fri, 20 Mar 2015 13:40:21 GMT

Join the GWSCPA at their Annual Golf Classic, held at Kenwood Golf & Country Club May 18, 2015 in Bethesda, MD. Click here to find more details and how to participate in this event.

Cohn Reznick Not-for-Profit Governance Survey 2015

FAR Admin — Fri, 20 Feb 2015 15:44:29 GMT

We are pleased to announce the launch of CohnReznick’s 2015 Not-for-Profit Governance Survey and encourage you to take just a few minutes to participate. (Click here to read more and to take the survey.)

designDATA Ranked Top IT MSP

FAR Admin — Thu, 19 Feb 2015 20:32:48 GMT

Gaithersburg, MD, February 18, 2015 – designDATA, the leading IT solutions and managed services provider of the Washington, DC, and Charlotte, NC, region, today announced it has earned recognition on The Channel Company’s 2015 CRN Managed Service Provider (MSP) 500 list as one of the “MSP Elite 150.” To read more, click here.

Study on Nonprofit Investing (SONI)

FAR Admin — Thu, 19 Feb 2015 20:26:59 GMT

Now in its third year, the Study on Nonprofit Investing (SONI) is answering the question “how do other nonprofits invest their reserves”. Participants receive a complimentary copy of the study results. Consider participating by completing a short survey about your organization’s investment policies: Launch the 2015 Study on Nonprofit Investing Survey

The results provide peer benchmarks for:

Segmentation of total cash assets (split among shorter vs longer term objectives)
Asset allocation (investment risk)
Investment fees and expenses
Investment results (ROI)
Key policy guidelines and decision making practices

Visit www.npinvesting.org for more information. The survey will close on March 6, 2015.

EARLY, CASSIDY & SCHILLING, INC. ANNOUNCES NEW OWNER

FAR Admin — Thu, 29 Jan 2015 21:33:33 GMT

Rockville, MD- Early, Cassidy and Schilling, Inc. (EC&S) is pleased to announce that ownership in Early, Cassidy & Schilling, Inc. has been extended to and accepted by Paul J. Phelan. (Click here to read more.)

CohnReznick LLP and Watkins Meegan LLC Complete Combination

FAR Admin — Thu, 20 Nov 2014 18:04:16 GMT

CohnReznick LLP, one of the top accounting, tax, and advisory firms in the U.S., and Bethesda-based accounting, tax, and consulting firm, Watkins Meegan LLC, today announced the completion of their combination. This brings added bench strength to both firms, bolsters CohnReznick’s position as a leading firm in the Washington-Metro area, and allows for the geographic expansion of Watkins Meegan’s Government Contractors Practice. With the combination, CohnReznick estimates Firm-wide 2014 revenues of $575MM. - See more at: http://cohnreznick.com/cohnreznick-llp-and-watkins-meegan-llc-complete-combination#sthash.9At7vcyB.dpuf

Wells Fargo Taps D.C. Banker for Education and Nonprofit Banking

FAR Admin — Fri, 17 Oct 2014 16:30:24 GMT

Wells Fargo (NYSE:WFC) has named Maria Christofi Georges, a 26-year finance and banking veteran in the District, as head of its Education and Nonprofit Banking group in Washington that serves the Mid-Atlantic. (Click here to read more.)

CohnReznick LLP and Watkins Meegan LLC Announce Plans to Combine Firms in November

FAR Admin — Fri, 26 Sep 2014 14:00:50 GMT

Combined Firm will have Approximate Annual Revenues of $600MM

September 24, 2014 – Bethesda, MD – CohnReznick LLP, one of the top accounting, tax, and advisory firms in the U.S., and Bethesda-based accounting, tax, and consulting firm, Watkins Meegan LLC, have signed a letter of intent to combine practices, expected to be effective on November 1, 2014. The combination brings added bench strength to both firms and will bolster CohnReznick’s position as a leading firm in the Washington-Metro area. (To read more, please click here.)

Washington Post Top Workplaces 2014

FAR Admin — Thu, 31 Jul 2014 20:29:40 GMT

Please visit this link to view a number of FAR members who made the Washington Post's Top Workplaces 2014! http://www.topworkplaces.com/frontend.php/regional-list/list/washington

Savills Studley Merger Complete

FAR Admin — Thu, 26 Jun 2014 18:44:53 GMT

Studley, a New York-based commercial real estate brokerage company, recently announced a merger with London-based Savills plc, one of the world’s leading real estate advisory firms. Officially operating as Savills Studley in the United States, the merger creates an opportunity for both businesses to better serve the needs of existing clients and to build new client relationships around the world.

Savills Studley continues to specialize in tenant representation and provide strategic real estate solutions to organizations across all industries. With 25 offices in the U.S., over 600 locations around the world, and a heritage of innovation, Savills Studley is well known for tenacious client advocacy and exceptional service.

For more information, please visit www.savills-studley.com

CohnReznick's 2014 Not-For-Profit Governance Survey Results

FAR Admin — Mon, 02 Jun 2014 13:53:41 GMT

Accounting, tax and advisory firm, CohnReznick has released the results of its 2014 Not-For-Profit Governance Survey. Representatives from 260 organizations responded to a 27-question survey regarding governance issues specific to not-for-profit organizations. The data was used to compile a full report for organizations to better gauge their current governance practices against those of other participants. To see how CEOs, CFOs, controllers, executive directors and board members responded about their governance policies and procedures, download the full report here (link is below).

http://www.cohnreznick.com/insights/2014-not-profit-governance-survey-results

SONI (Study on Nonprofit Investing) Survey Results

FAR Admin — Fri, 30 May 2014 17:41:50 GMT

Early this year we introduced FAR members to SONI (the Study on Nonprofit Investing) and made registration available for member to participate in the survey. We are now making the results available to all FAR members. Click here to view the full 2014 SONI report.

The Study on Nonprofit Investing (SONI) is an annual report that enables nonprofits of various sizes and types to learn from each other about how to best manage their nonprofits investments. In 2014, approximately 300 nonprofit finance executives participated in a survey about their investment polices and portfolio management practices. The results are segmented into several cohorts separated by size and/or nonprofit type. For more information visit www.npinvesting.org

- Dennis Gogarty, AIF, CFP

ASAE Launches Inaugural Study of Association Investment Practices and Performance.

FAR Admin — Thu, 01 May 2014 01:19:59 GMT

The ASAE Foundation, in collaboration with ORION Investment Advisors, is currently surveying association executives nationwide to gather, analyze and then share information on the policies, procedures and performance of association reserve funds. This important new study will enable your organization more effectively govern and evaluate its investment practices.

The goal is to build and make available to association Boards, committees and staff, a comprehensive set of data which will form invaluable benchmarks and guidance towards best-practices of these important assets. As with any important research project, a strong response rate will create a more useful resource, for your organization and for associations of all types and sizes.

If you are an ASAE member, you should be receiving an email directly from ASAE with a link to participate. If you’re not a member, or did not get the survey, please email Chelsea Killam at CKillam@asaecenter.org and request a link.

The survey should take less than 10 minutes to complete and organizations who respond will receive a free summary of the analysis which will come from the study. ASAE recognizes that certain questions may require the assistance of your outside investment advisor, and they’ve prepared materials to help you obtain and integrate those responses seamlessly.

We all know the challenges facing associations: the “new economy”, increasing competition for members’ attention and funds and the resulting need to evaluateundefinedand in many cases retool-- membership and revenue models. Healthy and well-managed reserves are playing an increasingly important role to the vitality and viability of associations.

NOWCC Ranks Number One as Best Nonprofit to work for in 2014

FAR Admin — Wed, 02 Apr 2014 13:49:12 GMT

Congratulations to National Older Worker Career Center (NOWCC) headquartered in Arlington, VA, was recently selected by The NonProfit Times as Number One in the country’s “50 Best Nonprofits to Work for in 2014.” (FAR member, Cito Vanegas, is the NOWCC CFO.)

To read the full article, click here.