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Congrats to members’ regulatory appointments

July 25, 2022

Four VSCPA members have been appointed to leadership positions to help regulate the accounting profession. David Cotton, CPA, CFE, CGFM, chair of Cotton & Company, LLP, in Alexandria, was appointed by Gov. Glenn Youngkin to a four-year term on the Virginia Board of Accountancy (VBOA). He replaces VSCPA member Barclay Bradshaw, CPA, CGMA, who is rolling off after two non-consecutive four-year terms.

Stephanie Saunders, CPA, a former VSCPA Board chair and former member of the Virginia Board of Accountancy, has been nominated vice chair of the 2022–2023 National Association of State Boards of Accountancy (NASBA). She was previously a director-at-large for NASBA and is a shareholder at Saunders & Saunders in Virginia Beach.

Nadia Rogers, CPA, an accounting professor at Virginia Tech in Blacksburg, has been appointed to the CPA Exam Board of Examiners. She is currently the educator member of the VBOA and sits on NASBA’s Education Committee.

Clare Levison, CPA, owner of Inspired Responsibility in Blacksburg and VSCPA ethics course author and speaker, was appointed to the AICPA Professional Ethics Executive Committee (PEEC).


Annual meeting report

Members conducted official society business at the VSCPA’s annual meeting at the VSCPA Learning & Innovation Center on May 12. Outgoing Chair of the Board Anne Hagen, CPA, CGMA, was recognized for her outstanding leadership over the past year, and new leadership was installed:

BOARD OF DIRECTORS

Chair: George Forsythe, CPA, CGMA

Chair-Elect: Jennifer Lehman, CPA, CGMA

See the full board roster at http://www.vscpa.com/board.

VSCPA volunteers were also recognized, including the Political Action Committee Board of Trustees and the Educational Foundation Board of Directors. Brett Sinsabaugh, CPA, CCA, will serve as chair of the PAC Board.

As a result of a comprehensive governance review last year, the VSCPA Board of Directors will now also serve as the Foundation Board. The student pipeline continues to be a major focus for the VSCPA. With comprehensive oversight of the area, the Board's goal is to increase the impact and effectiveness of programs and services. The Foundation's focus on annually delivering more than $50,000 in scholarships will remain intact. Visit http://www.vscpa.com/governance for volunteer rosters and more information on VSCPA governance.


Congratulations to the following members!

NEW HIRES 

William Bane, CPA, joined the ABNB Federal Credit Union in Chesapeake as the vice president of internal audit.

R. Logan Elliott, CPA, has joined the audit staff of Kimble in Richmond.

PROMOTIONS 

Ashton Butler, CPA, was promoted to senior vice president at TowneBank in Suffolk.

APPOINTMENTS & AWARDS 

David Bush, CPA, CFP, PFS, partner at PBMares in Williamsburg, and Dian Calderone, CPA, CEO of Calderone Abbott PC in Newport News, were named to the Williamsburg Community Foundation Board of Trustees.

Michael Chalkias, CPA, finance director for the Waterworks division of Ferguson Enterprises in Virginia Beach, and Amanda Rose, CPA, vice president of finance/CFO of An Achievable Dream, Inc., in Newport News, are part of the 2022 executive class of the CIVIC Leadership Institute.

Melisa Galasso, CPA, CEO of Galasso Learning Solutions in Charlotte, N.C., was named to the list of 2021 Top 50 Women in Accounting, supported by Ignition.

Harold Martin Jr., CPA, ABV/CFF, partner-in-charge of valuation and forensic services at Keiter in Glen Allen and adjunct professor at the College of William & Mary, was elected to the William & Mary Alumni Association Board of Directors.

Life member Johnny Redd, CPA, a sole proprietor from Mechanicsville, was named to the Hanover County School Board. He previously served on the same board from 1980–1984.

Gregory Saunders, CPA, ABV, senior manager in the valuation and forensic services practice of Keiter in Glen Allen, was appointed to the American Institute of CPAs Business Valuations Committee.

Matthew Smith, CPA, CCIFP, principal at Yount, Hyde & Barbour in Winchester, was named one of the Construction Financial Management Association’s 2022 rising stars.

FIRM NEWS 

June 1, the merger became official between Charlotte, N.C.-based DHG, the fifth-largest accounting firm in Virginia with offices in 13 states, and BKD CPAs & Advisors from Springfield, Mo. The new firm is now known as FORVIS — a combination of the words ‘forward’ and ‘vision,’ and is a top 10 accounting firm.

Winchester-based Yount, Hyde & Barbour (YHB) has acquired Maryland-based Glass Jacobson PA, bringing YHB’s office total to 11.


IN MEMORIAM 

David Cheatham, CPA, 59, from Midlothian. A graduate of James Madison University, David began his career at Gary, Stosch, Walls & Company and ultimately opened his own practice. In 1989, he partnered with other CPAs to form Adams, Jenkins & Cheatham, where he remained until his death. At the VSCPA, he reached out to students to promote the CPA profession.

Jerry Holleman, CPA, 71, from Surry. A University of Virginia graduate, Jerry opened his own practice in Richmond before joining the College of William & Mary as tax director, where he ended his career. Jerry volunteered for Caritas and helped build homes after hurricane Katrina. At the VSCPA, he served on the Tax Conference Planning Committee.

Elizabeth Holtzclaw, CPA, 83, a retired sole proprietor from Arlington.

John Inman, CPA, 91, a Life member from Richmond. After serving in the U.S. Navy, John received his degrees from VCU and the University of Richmond. He was a partner at McGladrey & Pullen and concluded his career at the Capital Region Airport Commission. He was a long-time member of the Joppa Lodge No. 40 and the Richmond Scottish Rite Bodies, former chair of the City of Richmond Audit Committee, and a member of the Masonic Home of Virginia Board of Governors. After sitting on a variety of VSCPA committees, he was president of the VSCPA Board of Directors from 1980–1981.

Tom Mishoe, CPA, 69, from Midlothian. He received degrees from Hampden-Sydney College and Virginia Tech and was founder and president of FinOpStrat Advisers, LLC. At the VSCPA, he sat on the Business & Industry Member Task Force and the Speakers Bureau and enjoyed writing articles. You can read his last article for Disclosures on expanding your CPA practice at https://www.vscpa.com/expand-now-what.

Howard Weaver, CPA, 88, a Life member from Dublin. After graduating from National Business College, Howard ran his own practice for more than 50 years in Dublin. He was also a lifetime member of the American Institute of CPAs, the Dublin Lions Club, and the Dublin United Methodist Church.


Congrats to the VSCPA’s newest Virginia CPA licensees

Lisa Anton, CPA, CPA, Tysons

Colin Bartlett, CPA, Falls Church

Timothy Boniface, CPA, Arlington

Mattson Bueche, CPA, Chesterfield

Justin Collins, CPA, Midlothian

Lawrence Crews, CPA, Fredericksburg

Nancy Davenport, CPA, Sykesville, Md.

Paul Gaiser, CPA, Alexandria

Pankaj Galhotra , CPA, Brambleton

Ana Gonzalez Dunn, CPA, Richmond

Ryan Groves, CPA, McLean

William Hampton, CPA, Nicholasville, Ky.

Michael James, CPA, Williamsburg

John Keating, CPA, Annandale

Madison Kloster , CPA, McLean

Preeti Krzystofik, CPA, Silver Spring

Jennie Ledesma, CPA, McLean

Michaela McNickle, CPA, Winchester

Michael Miano, CPA, Arlington

Benjamin Mohlenhoff, CPA, Forest

Erin O'Loughlin, CPA, McLean

Darby Petersen, CPA, Winchester

Stephen Phillips , CPA, Arlington

Shannon Ramsey, CPA, Richmond

Randall Rynberk, CPA, Harpers Ferry, W.Va.

James Sanders, CPA, Arlington

Anton Shoetan, CPA, McLean

List from Feb. 1, 2022, through April 30, 2022.


Staff News

ANNIVERSARIES

July 7: Amanda Arnold, marketing specialist, 7 years

July 14: Beth Bickford, CPA, CGMA, vice president, finance and administration, 13 years

July 26: Molly Wash, academic & diversity outreach director, 18 years

Aug. 10: Laura Cobb, CAE, leadership & innovation director, 10 years

Aug. 13: Rocio Gibbs, member services coordinator, 24 years

Sept. 9: Jill Edmonds, communications director, 3 years

Sept. 22: Jane Hayes, peer review coordinator, 19 years

NEW HIRES

Brandon Flanery has joined the VSCPA as membership marketing specialist. Welcome, Brandon!