Bolinger to Retire as CEO of Indiana CPA Society

Gary Bolinger

Gary Bolinger

Gary Bolinger, president and CEO of the Indiana CPA Society (INCPAS), will retire on Dec. 31 after 33 years of service.

Bolinger joined the Society in 1984 as field activities director. He was appointed interim executive director in 1990, was promoted to full-time executive director in 1991, and in 1999 was named president and CEO. Under Bolinger’s leadership, the Society has revamped its organizational structure to better leverage volunteers and talent, become more proactive in legislative and regulatory affairs, overhauled its strategic planning process, initiated award-winning diversity programs, and implemented the statewide INCPAS Professional Issues Update, which he has presented for 17 years.

Other major highlights from recent years include:

  • Establishment of the award-winning CPA Center of Excellence®
  • Development of an Integrated Report
  • Celebration of the organization’s centennial anniversary
  • The addition of competency-based learning as an option for CPA license renewal.
Indiana is the first state in the country to do so.

“Gary has been an outstanding CEO,” says INCPAS Chairman John Sauder. “He is the driving force that’s put INCPAS in the pioneering state it’s in today.”

His successor – current senior vice president and COO Jennifer Briggs – will begin serving as president and CEO on Jan. 1, 2018. “Jennifer is well prepared to take on this role,” says INCPAS chair-elect Doug York. “She brings talent in many areas, not least of which is her ability to connect with all our members, regardless what field or stage of their career they’re in.”

New President at New Mexico Society of CPAs

Kelcy Flanagan

Kelcy Flanagan

The New Mexico Society of CPAs has announced that is has selected Kelcy Flanagan, the society’s continuing professional education and communications director, to serve in the role effective July 1.

Flanagan will replace John Carey and was chosen by the society’s search committee. “Kelcy has taken on every assignment she’s been given with efficiency, dedication and thoroughness,” Carey said in a statement. “She is richly deserving of this promotion. I look forward to working with her to ensure a smooth transition during the next few weeks.”

Established in 1930, the New Mexico Society of CPAs is an association uniting professionals who provide their time, talents and resources toward strengthening and enhancing the CPA profession in New Mexico.

Baker Tilly Partner is New President of New York State Society of CPAs

Harold Deiters III

Harold Deiters III

Harold Deiters III, partner at Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522 million) has been installed as the president of the New York State Society of CPAs (NYSSCPA). His one-year term starts June 1.

“Harold’s support and dedication to the NYSSCPA has continuously grown over the years and we are proud to have him take on this new role as president,” says Christine M. Fenske, MP of the firm’s practice in metropolitan New York. “His more than 20 years of experience have not only greatly benefitted our firm, but now will benefit the thousands of professionals he represents in the NYSSCPA as well.”

The NYSSCPA is one of the largest CPA state societies in the nation with over 26,000 members

Deiters is the PIC of the litigation and valuation consulting team in the New York regional offices of Baker Tilly. He specializes in business appraisal and forensic accounting and is experienced in valuations for matrimonial settlements, estate tax purposes, gift planning, shareholder disputes, buy/sell agreements and complex forensic accounting projects.

Texas Lawmakers Pass Sales Tax Exemption for CPA Firms

The Texas Legislature passed a bill May 9 that creates a de Minimis exemption for a CPA firm whose work for a client may unintentionally stray into the state’s broad definitions of “insurance services,” the Texas Society of CPAs (TSCPA) announced.

John Sharbaugh, TSCPA managing director of governmental affairs, testified on behalf of the bill, which was signed by Gov. Greg Abbott on May 22, and will go into effect on Jan. 1, 2018. The bill, SB 1083, addresses the murky sales tax issue that arose in 2015 when the comptroller performed a routine audit and determined that a Texas CPA firm conducted insurance services and owed back sales tax. TSCPA worked with the comptroller’s office on the matter. SB 1083 states that insurance services do not include a service performed by:

  • A CPA firm as defined by the Texas Public Accountancy Act; and
  • If less than 1% of the firm’s revenue in the calendar year is from services in this state that would otherwise constitute insurance service.

“The passage of SB 1083 is a win for Texas CPAs and the TSCPA governmental affairs volunteers who worked so hard to lobby for this important issue,” Sharbaugh says in a statement. “It’s important for CPA firms to have some protection in the event they inadvertently perform insurance services, as defined by the Texas Comptroller, as part of their work for their clients, and this bill accomplishes that by providing a limited safeguard for CPAs.”

Kruggel Lawton Partner Receives Indiana CPA Society Honor

Kevin Kruggel

Kevin Kruggel

South Bend, Ind.-based Kruggel Lawton (FY15 net revenue of $7.4 million) has announced that partner Kevin Kruggel has received the CPA Center of Excellence® Award by the Indiana CPA Society.

The award is given to an individual or firm embodying excellence through collaboration, development of critical business skills, knowledge-sharing and a competency-based approach to lifelong learning.

Kruggel is one of the Indiana CPA Society’s original Knowledge Management Task Force members, and has helped to lead creation of the CPA Center of Excellence®, which is a wholly owned subsidiary of the state society. He engaged the center to work on staff development and succession at Kruggel Lawton. The majority of the firm’s staff also chose two competency-based online courses to work on so-called “soft skills.”

Kruggel serves on the CPA Center of Excellence® board of directors.

IPA Spotlight On … Jodi Ann Ray, Texas Society of CPAs

Name: Jodi Ann Ray

Jodi Ann Ray

Jodi Ann Ray

Association: Texas Society of CPAs (TSCPA)

Title: Executive Director/CEO

Accomplishments:

  • Took over the top job Jan. 1 from John Sharbaugh, who ended a 17-year run as CEO and now serves as managing director of governmental affairs.
  • Leads one of the nation’s largest state accounting organizations, representing 28,000 CPAs in 20 chapters across the state.
  • Previously served as vice president of membership and volunteer experience with Meeting Professionals International, where she was the responsible for governance and community development, which encompassed membership and more than 90 chapters and clubs in 24 countries.
  • She also served as the CEO for chambers of commerce in Connecticut, North Carolina and Texas, where she oversaw all operations including membership, government affairs, economic development and finance.

Progressive firm leaders are focused on re-imagining their future to ensure they remain relevant to their clients. How does “remaining relevant” play a role in your strategic planning, and what are some examples from the past 12 months of new services/programs/approaches that you have instituted that addresses how the State Society will remain relevant to its members?

The Society is taking a hard look at its strategic plan now, with plans to launch an updated plan to the membership in the fall. We’re looking at our vision for the organization, how it should look five to 10 years from now, and how to inspire our members and future CPAs about the organization and their practice in the field. We’re asking members what keeps them up at night, and which areas the organization should focus on. We’re upgrading our website to help members cut through the clutter to get accurate, timely and relevant information. The society is also very active in advocacy at the federal and state level.

What do you see as the biggest opportunity for the profession?

We are in such a period of change, not simply in our profession but in all industries, and I think the transformation affecting so many companies will impact the role of CPAs. What we consider the core services of CPAs is going to expand and evolve. For example, for some of the larger firms we’ve seen a very clear trend toward more advisory services.How do you see the role of the accountant changing over the next few years?

CPAs will become more of a strategic business advisor in addition to reporting financial performance. In the association world where I come from, the business decision-making models have changed and companies are relying on better, faster data and that’s changing the emphasis on what’s being produced. CPAs will be producing trend information, dashboards and projections to provide information that can be used in new and valuable ways.

Which aspect of technology should firms be paying closer attention to?

We’ve added new programs into our spring lineup of CPE offerings on risk management and cybersecurity. Firms are concerned about ensuring that the transfer of client data is secure and that their liability is adequately addressed.

Innovation and entrepreneurship are big topics in the profession. Can you give me some examples of member firms that have done something innovative and proactive to help clients?

Firms are reinventing themselves and doing it quickly to help their clients think ahead and adapt to coming changes. While the core services won’t go away, they may be delivered differently. The same is true for the Texas Society of CPAs – the services we provide to support our members will evolve and adapt.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Montana Society of CPAs Announces New Executive Director

Allen Lloyd Jr.

Allen Lloyd Jr.

The Montana Society of CPAs (MSCPA) announced that Allen Lloyd Jr. will become executive director in June, replacing the retiring Jane Egan, who has led the association since 2000.

Lloyd, an Ohio native, was selected by a search task force and leaders of MSCPA. Lloyd has 13 years of experience working with the accounting profession.

Since 2010, he has held various roles at The Ohio Society of CPAs (OSCPA), the fifth largest state CPA association in the country with 25,000 members. Most recently, as senior manager, board and executive operations, Lloyd has helped manage key initiatives including modernizing the association’s governance structure, developing an assessment process to evaluate and bring new member programs on board while sun-setting others, and planning a series of member town hall events each year in more than 20 cities.

Prior to OSCPA, Lloyd worked for former Columbus, Ohio-based public accounting firm Norman Jones Enlow & Co. as firm administrator.

“The Montana Society of CPAs has a strong history of influence in the accounting profession,” Lloyd said. “I’m excited to join an organization that is focused on the future and on leveraging Montana’s qualify of life to grow the CPA profession in the state and engage members in shaping the accounting profession of the future.”

IPA Spotlight On … Loretta Doon, California Society of CPAs

Name: Loretta Doon

Loretta Doon

Loretta Doon

Association: California Society of CPAs (CalCPA)

Title: CEO of CalCPA and California CPA Education Foundation

Accomplishments:

  • Leads the nation’s largest state accounting organization, representing 40,000 CPAs in 14 chapters across the state. Immediately prior to becoming CEO in 2006, she was the COO for both organizations.
  • Served for 25 years as associate executive director for the California Teachers Association, one of the most well-known and influential unions in the country with a budget of $130 million. Doon is a former teacher.
  • Named one of Accounting Today’s 2016 Top 100 Most Influential People in Accounting, and has been named by the San Francisco Business Times as one of the most influential women in business.
  • Served as the AICPA’s CPA State Executives Association chair 2014-2015.

Progressive firm leaders are focused on re-imagining their future to ensure they remain relevant to their clients. How does “remaining relevant” play a role in your strategic planning, and what are some examples from the past 12 months of new services / programs / approaches that you have instituted that addresses how the State Society will remain relevant to its members?

Remaining relevant means providing services to members that help them advance their careers, improve their skill sets and find new markets for their services. It is essential to help accounting students learn about various career paths, and help them improve their chances of landing good jobs when they graduate. Our Campus Ambassador Program is active in more than 30 California universities and colleges, and we are starting a pilot program in high schools. For members, we are undertaking a communities initiative pilot program to provide resources, including white papers and information banks, to help them improve client services. We also have instituted a managing partner forum to share best practices. Our Education Foundation is exploring new ways to deliver content and become more mobile friendly, including nano courses and developing event apps for conferences. You’ll also find that we are increasingly incorporating social media into our programs and events.

What do you see as the biggest opportunity for the profession?

Increasingly, firms – even small ones – need to simultaneously generalize and specialize, including in such niche areas as valuation, wealth management and financial planning. Software and artificial intelligence are entering many accounting and auditing tasks. Most CPAs in the future will focus on consulting and advising rather than processing numbers. I believe that at some point in the future, the attest function will be broadened to include sustainability factors, including ethics, environmental conscientiousness and community contributions.

How do you see the role of the accountant changing over the next few years?

CPAs and firms will become more specialized, while at the same time expand their services and presence. They will focus more on particular kinds of services. As society becomes more complicated, accountants are going to have to focus on a particular segment, while being an overall business adviser, to be successful. Sounds like a dichotomy and it is. The professional needs to meet the needs of clients and the public –and these needs are not always one-dimensional.

Which aspect of technology should firms be paying closer attention to?

Mobile devices to capture and transmit information. Everything a firm does should be available on an app or two that clients can access on their phones. If a client has a question or needs some service immediately, the firm that can provide that service over a mobile phone within seconds. That added value will keep that client as a customer. If a firm can’t do that, then it likely won’t be around for long. Convenience and immediacy will be keys to success.

Innovation and entrepreneurship are big topics in the profession. Can you give me some examples of member firms that have done something innovative and proactive to help clients?

CalCPA represents many firms throughout California. An observation that I have is that major firms are creating community beyond their client base. These firms are using technology, as well as in-person events, to create community and facilitate the dissemination of knowledge and information to include more than just their clients. CalCPA, through its Education Foundation, provides its members and member firms with information and tools to also assist with improving business skills. The idea is to innovate and grow business by addressing and helping a broader community.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Indiana CPA Society Earns Association Awards

The Indiana CPA Society (INCPAS) has received the top honor – a Gold Award – for “Best New App,” and one Silver Award for “eLearning and Live Training” by Association Trends.

Association Trends, a provider of news and information for association leaders, annually recognizes association excellence across the country through its TRENDS All Media Contest. The award was presented Feb. 23 in Washington, D.C. to INCPAs, which has membership of nearly 8,100 CPAs in public practice, business and industry, government and education.

INCPAS created the IndustryUs app in 2015 as part of its strategic plan to increase recruitment and retention among CPA members working in business and industry, and to increase the number of attendees at its 300+ live professional development offerings.

Viewed as a key membership marketing tool, the IndustryUs app provides INCPAS members with an easy and convenient way to search for educational offerings, take advantage of discounts and accumulate rewards to be used on future purchases. It also provides a direct connection to INCPAS staff as well as an HR Hotline for questions and additional information.

The Silver Award was presented for the CPA Center of Excellence® Competency-Based Courses and Talent Academy.

The center is a subsidiary of INCPAS, established in 2014 to improve business skills vital to the success of CPAs and other professionals. The components recognized by this award include:

  • CPA Excellence Online Interactive Courses – The online courses are designed to cultivate non-technical skills, such as communication, critical thinking, decision-making and leadership. Progress is saved as CPAs start and stop at various points. Upon successful completion, a digital badge is awarded.
  • Competency-based Ethics Course – The launch of this first-of-its-kind online course coincided with a landmark rule change that made Indiana CPAs the first CPAs in the nation to be able to take competency-based education as one of three options to meet the ethics requirement for CPA license renewal.
  • Talent Academy – CPA partners, CFOs or those involved in HR often report that they are struggling with recruiting and retaining top talent. To help these companies focus on retention strategies that are innovative, relevant and manageable, the CPA Center of Excellence® hosted a new, live five-day Talent Academy in Indianapolis by instructor David Griffiths, a Wales Ph.D., who is a well-known leader in talent management.

Washington Society of CPAs Board Names Next President/CEO

Kimberly Scott

Kimberly Scott

The board of directors of the Washington Society of CPAs (WSCPA) announced that it has appointed Kimberly Scott as president and CEO, effective June 1.

“Kimberly Scott has the perfect blend of experience, having played an instrumental role in developing our newest generation of members while at the same time earning the respect of our leaders in Olympia and at the AICPA,” says Dave Miniken, chair of the WSCPA board.

Scott joined the WSCPA in 2000 and has served in various senior leadership roles throughout the organization. As WSCPA’s vice president of government and member relations since 2013, she oversees advocacy, membership, college and student relationships, chapters, networking functions, financial education and communications. She has led the organization’s advocacy efforts with the successful drafting and passage of three bills through the Washington State legislature, including a bill that brought $3.3 million to the Washington CPA Foundation. Since 2009, she has also served as executive director of the Washington CPA Foundation. As director of member services from 2002-2013, she led the organization’s membership department, having spearheaded the growth of the young professional members from 7% in 2006 to 26% in 2010.

“I have been deeply committed to the WSCPA and its members for many years and it is a privilege to have this opportunity to continue serving them as CEO,” says Scott. She will succeed Richard Jones, who has served as president and CEO for nearly 12 years and will retire May 31.