Surgent McCoy CPE, LLC
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Surgent McCoy CPE, LLC Employees
Employee
Years
Job
Industry
Charlie Blanton Charlie Blanton's Surgent McCoy CPE, LLC Experience July 2011 - Present
Job Director of Governmental and NonProfit Product Development at Surgent McCoy CPE, LLC
Industry Accounting
Experience
Surgent McCoy CPE, LLC July 2011 - Present
AICPA September 1999 - July 2011
Texas Wesleyan University 1997 - 1999
Taylor Publishing Company 1995 - 1997
Texas Society of CPAs 1993 - 1995
KPMG US 1990 - 1993
Skills
Writing, Instructor-led Training, Accounting, Auditing, Government, Nonprofits, Instructional Design, Yellow Book, CPE, OMB Circular A-133
Education
Texas Tech University
Bachelor of Business Administration (BBA), Accounting and Finance
Surgent McCoy CPE, LLC July 2011 - Present
AICPA September 1999 - July 2011
Texas Wesleyan University 1997 - 1999
Taylor Publishing Company 1995 - 1997
Texas Society of CPAs 1993 - 1995
KPMG US 1990 - 1993
Skills
Writing, Instructor-led Training, Accounting, Auditing, Government, Nonprofits, Instructional Design, Yellow Book, CPE, OMB Circular A-133
Education
Texas Tech University
Bachelor of Business Administration (BBA), Accounting and Finance
John Laschenski, CPA John Laschenski, CPA's Surgent McCoy CPE, LLC Experience May 2006 - Present
Job Accounting and Auditing Consultant
Industry Accounting
Experience
Rochester Institute of Technology May 2013 - Present
JPL CPA January 1991 - Present
Surgent McCoy CPE, LLC May 2006 - Present
American Management Association April 1993 - Present
New York State Board for Public Accountancy May 2000 - May 2010
Heveron, Laschenski & Walpole, CPAs March 1985 - May 1992
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Financial Reporting, GAAP, IFRS, On-Line Seminar Design..., Live Seminar Design and..., Management Consulting, Strategy, Finance, Leadership, Financial Analysis, Mergers & Acquisitions, Tax, CPA, Training, Business Strategy, Financial Statements, Management, Financial Accounting, Strategic Planning
Education
College of the Holy Cross 1956 — 1959
BS, Physics
University of Wisconsin-Madison
MS, Physics
Rochester Institute of Technology
MBA, Accounting, Finance
Rochester Institute of Technology May 2013 - Present
JPL CPA January 1991 - Present
Surgent McCoy CPE, LLC May 2006 - Present
American Management Association April 1993 - Present
New York State Board for Public Accountancy May 2000 - May 2010
Heveron, Laschenski & Walpole, CPAs March 1985 - May 1992
Skills
Sarbanes-Oxley Act, Auditing, Accounting, Financial Reporting, GAAP, IFRS, On-Line Seminar Design..., Live Seminar Design and..., Management Consulting, Strategy, Finance, Leadership, Financial Analysis, Mergers & Acquisitions, Tax, CPA, Training, Business Strategy, Financial Statements, Management, Financial Accounting, Strategic Planning
Education
College of the Holy Cross 1956 — 1959
BS, Physics
University of Wisconsin-Madison
MS, Physics
Rochester Institute of Technology
MBA, Accounting, Finance
Katie Dix Katie Dix's Surgent McCoy CPE, LLC Experience July 2014 - Present
Job Public Relations and Marketing Assistant/ Freelancer at CrozerKeystone Health System
Industry Public Relations and Communications
Experience
Crozer-Keystone Health System January 2015 - Present
Surgent McCoy CPE, LLC July 2014 - Present
Royal Bank America Member FDIC May 2011 - July 2014
Skills
Banking, Commercial Banking, Cross Selling, Credit, Loans, Retail Banking, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Teamwork, Social Media, Customer Service, Event Planning, Social Networking
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Communications/ Public Relations
Crozer-Keystone Health System January 2015 - Present
Surgent McCoy CPE, LLC July 2014 - Present
Royal Bank America Member FDIC May 2011 - July 2014
Skills
Banking, Commercial Banking, Cross Selling, Credit, Loans, Retail Banking, Time Management, Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Teamwork, Social Media, Customer Service, Event Planning, Social Networking
Education
Temple University 2010 — 2014
Bachelor of Arts (B.A.), Communications/ Public Relations
Kiersten Shank's Surgent McCoy CPE, LLC Experience May 2013 - March 2015
Job Video Designer at MNG Direct
Industry Motion Pictures and Film
Experience
EM Productions LLC December 2012 - Present
Foundation for International Medical Relief of Children (FIMRC) June 2014 - Present
MNG Direct April 2015 - Present
Wellspun Weddings May 2014 - April 2015
Surgent McCoy CPE, LLC May 2013 - March 2015
YAYGoodDog February 2013 - August 2013
WPSU PSNtv August 2012 - December 2012
Pennsylvania State University Libraries August 2012 - December 2012
Pennsylvania State University Library January 2012 - December 2012
University of Pennsylvania Museum of Archaeology and Anthropology March 2012 - September 2012
Skills
Final Cut Pro, After Effects, Microsoft Office, Motion, PowerPoint, Photoshop, Illustrator, iCIMS, Premiere, Avid, Film, Video, Television, Producing, Editing, Animation, Digital Photography, OS X, Social Media Marketing, Directing, Microsoft Word, Social Media, Screenwriting, Videography, Research, Facebook, Event Management, Adobe Creative Suite, Post Production, Camera, Photography, Film Production, Creative Writing, Public Speaking, Dreamweaver, Customer Service, Social Networking, New Media, Blogging, Sound, Cinematography, Broadcast, WordPress, InDesign, Event Planning, Video Editing, Press Releases, Public Relations, Documentaries, Mac
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Film/Television BA, Anthropology BA
Loyola Marymount University 2008 — 2009
BA, Animation/Film
EM Productions LLC December 2012 - Present
Foundation for International Medical Relief of Children (FIMRC) June 2014 - Present
MNG Direct April 2015 - Present
Wellspun Weddings May 2014 - April 2015
Surgent McCoy CPE, LLC May 2013 - March 2015
YAYGoodDog February 2013 - August 2013
WPSU PSNtv August 2012 - December 2012
Pennsylvania State University Libraries August 2012 - December 2012
Pennsylvania State University Library January 2012 - December 2012
University of Pennsylvania Museum of Archaeology and Anthropology March 2012 - September 2012
Skills
Final Cut Pro, After Effects, Microsoft Office, Motion, PowerPoint, Photoshop, Illustrator, iCIMS, Premiere, Avid, Film, Video, Television, Producing, Editing, Animation, Digital Photography, OS X, Social Media Marketing, Directing, Microsoft Word, Social Media, Screenwriting, Videography, Research, Facebook, Event Management, Adobe Creative Suite, Post Production, Camera, Photography, Film Production, Creative Writing, Public Speaking, Dreamweaver, Customer Service, Social Networking, New Media, Blogging, Sound, Cinematography, Broadcast, WordPress, InDesign, Event Planning, Video Editing, Press Releases, Public Relations, Documentaries, Mac
Education
Penn State University 2008 — 2012
Bachelor of Arts (B.A.), Film/Television BA, Anthropology BA
Loyola Marymount University 2008 — 2009
BA, Animation/Film
Stuart Sobel Stuart Sobel's Surgent McCoy CPE, LLC Experience 2008 - 2011
Job Tax Speaker/Educator/Author 49 years of taxation wisdom and also nonprofit expertise The "Guru of Giving"
Industry Education Management
Experience
Tax Media Network, Inc. January 2008 - Present
Tax Media Network, Inc. 2008 - Present
CPE Link July 2011 - Present
Tax Media Network - Nonprofit Taxation Group July 2011 - Present
Tax Media Network, Inc. January 1998 - Present
SCORE 1996 - Present
Western CPE, Inc. February 2010 - April 2015
Surgent McCoy CPE LLC 2008 - 2011
Tax Media Network, Inc. 2002 - 2010
Stuart Sobel Consulting, Inc. 1998 - 2010
Skills
Board Development, Tax Controversy, Non-profits, Tax, Public Speaking, Strategic Planning, Organizational..., Writing, Teaching, Small Business, Financial Planners, Accounting, Budgets, Business Planning, Training, Leadership, Program Management, Leadership Development, Entrepreneurship, Coaching, Community Outreach, Strategy, International Tax, Change Management, Instructional Design, Consulting, Nonprofits, Management, Fundraising, Higher Education, Mergers & Acquisitions, Research, Income Tax, Policy, Governance, Workshop Facilitation, Team Building, Executive Management, Management Consulting, Start-ups, Webcasts, Internal Revenue Service, Managerial Finance, Webcasting, Government, Tax Law, Staff Development, Presenter, Articulate Presenter
Education
Ohio University
BBA, Accounting
Cleveland Heights High School
Tax Media Network, Inc. January 2008 - Present
Tax Media Network, Inc. 2008 - Present
CPE Link July 2011 - Present
Tax Media Network - Nonprofit Taxation Group July 2011 - Present
Tax Media Network, Inc. January 1998 - Present
SCORE 1996 - Present
Western CPE, Inc. February 2010 - April 2015
Surgent McCoy CPE LLC 2008 - 2011
Tax Media Network, Inc. 2002 - 2010
Stuart Sobel Consulting, Inc. 1998 - 2010
Skills
Board Development, Tax Controversy, Non-profits, Tax, Public Speaking, Strategic Planning, Organizational..., Writing, Teaching, Small Business, Financial Planners, Accounting, Budgets, Business Planning, Training, Leadership, Program Management, Leadership Development, Entrepreneurship, Coaching, Community Outreach, Strategy, International Tax, Change Management, Instructional Design, Consulting, Nonprofits, Management, Fundraising, Higher Education, Mergers & Acquisitions, Research, Income Tax, Policy, Governance, Workshop Facilitation, Team Building, Executive Management, Management Consulting, Start-ups, Webcasts, Internal Revenue Service, Managerial Finance, Webcasting, Government, Tax Law, Staff Development, Presenter, Articulate Presenter
Education
Ohio University
BBA, Accounting
Cleveland Heights High School
Dallon Christensen's Surgent McCoy CPE, LLC Experience September 2010 - November 2013
Job Director of Finance and Chief Financial Officer at Mission Mercantile and Blue Artisan Group
Industry Accounting
Experience
Blue Artisan Group June 2015 - Present
Mission Mercantile June 2015 - Present
QCSportsNet.com December 2013 - Present
JMF Company September 2014 - June 2015
Olympic Steel May 2014 - September 2014
Evolution Power Tools Limited March 2013 - May 2014
Surgent McCoy CPE LLC September 2010 - November 2013
St. Ambrose University March 2010 - May 2013
Whiteboard CMA Review May 2012 - April 2013
Whiteboard Business Partners - Business Coaching and Education for Growing Businesses March 2011 - April 2013
Skills
Business Analysis, Business Planning, Business Plan..., Business Plan Evaluation, Personal Finance, Financial Analysis, Coaching, Business Modeling, Executive Coaching, Information Management, Information Analysis, Increase Productivity, Productivity Coaching, Business Coaching, Business Performance..., New Business Development, Financial Modeling, Certified Information..., Information Technology, Multiple Streams of..., Accounting, Cost Accounting, Controllers, Dashboard Builder, KPI implementation, ERP Implementations, NetSuite, SAP, Strategic Planning, Business Strategy, certified management..., Public Speaking, Professional..., Seminars, Training Delivery, Training
Education
Indiana University - Kelley School of Business 2007 — 2008
MS, Strategic Management
Indiana University - Kelley School of Business 2004 — 2007
MBA, Finance/Strategic Management
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Accountancy
Blue Artisan Group June 2015 - Present
Mission Mercantile June 2015 - Present
QCSportsNet.com December 2013 - Present
JMF Company September 2014 - June 2015
Olympic Steel May 2014 - September 2014
Evolution Power Tools Limited March 2013 - May 2014
Surgent McCoy CPE LLC September 2010 - November 2013
St. Ambrose University March 2010 - May 2013
Whiteboard CMA Review May 2012 - April 2013
Whiteboard Business Partners - Business Coaching and Education for Growing Businesses March 2011 - April 2013
Skills
Business Analysis, Business Planning, Business Plan..., Business Plan Evaluation, Personal Finance, Financial Analysis, Coaching, Business Modeling, Executive Coaching, Information Management, Information Analysis, Increase Productivity, Productivity Coaching, Business Coaching, Business Performance..., New Business Development, Financial Modeling, Certified Information..., Information Technology, Multiple Streams of..., Accounting, Cost Accounting, Controllers, Dashboard Builder, KPI implementation, ERP Implementations, NetSuite, SAP, Strategic Planning, Business Strategy, certified management..., Public Speaking, Professional..., Seminars, Training Delivery, Training
Education
Indiana University - Kelley School of Business 2007 — 2008
MS, Strategic Management
Indiana University - Kelley School of Business 2004 — 2007
MBA, Finance/Strategic Management
University of Illinois at Urbana-Champaign 1994 — 1998
B.S., Accountancy
University of Illinois at Urbana-Champaign - College of Business 1994 — 1998
B.S., Accountancy
Frank Gorrell, MSA, CPA, CGMA's Surgent McCoy CPE, LLC Experience 2014 - Present
Job Fraud, Waste, and Abuse Prevention; Internal Controls; and Federal Compliance Professional
Industry Defense & Space
Experience
KPMG US September 2014 - Present
Surgent McCoy CPE, LLC 2014 - Present
Center for Professional Education, Inc. 2005 - Present
Catapult Technology September 2013 - February 2014
Engility Corporation February 2013 - July 2013
Engility Corporation November 2005 - July 2013
Meadowbrook Insurance Group April 2001 - November 2005
TPA Associates April 2001 - November 2005
Skills
Singer (Tenor), Certified Public..., CPA, Audit, Internal Audit, Auditing, Internal Controls, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Variance Analysis, Fraud, Management, Government Contracting, Policy, Process Improvement, Cash Flow, Leadership, Training, Financial Modeling, Finance, Executive Management, General Ledger, Financial Statements, US GAAP, Cash Management, Financial Accounting, Due Diligence, Financial Analysis, Business Process..., Risk Assessment, SOX 404, Accounting, DoD, Payroll, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
Masters, Accountancy
Emerson College 1981 — 1983
BS, Mass Communications
Providence College 1979 — 1981
Theatre Arts
St. John's Preparatory School 1975 — 1979
Diploma, College Preparation
KPMG US September 2014 - Present
Surgent McCoy CPE, LLC 2014 - Present
Center for Professional Education, Inc. 2005 - Present
Catapult Technology September 2013 - February 2014
Engility Corporation February 2013 - July 2013
Engility Corporation November 2005 - July 2013
Meadowbrook Insurance Group April 2001 - November 2005
TPA Associates April 2001 - November 2005
Skills
Singer (Tenor), Certified Public..., CPA, Audit, Internal Audit, Auditing, Internal Controls, Sarbanes-Oxley Act, Forecasting, Financial Reporting, Variance Analysis, Fraud, Management, Government Contracting, Policy, Process Improvement, Cash Flow, Leadership, Training, Financial Modeling, Finance, Executive Management, General Ledger, Financial Statements, US GAAP, Cash Management, Financial Accounting, Due Diligence, Financial Analysis, Business Process..., Risk Assessment, SOX 404, Accounting, DoD, Payroll, Program Management
Education
Bentley College - Elkin B. McCallum Graduate School of Business 1992 — 1995
Masters, Accountancy
Emerson College 1981 — 1983
BS, Mass Communications
Providence College 1979 — 1981
Theatre Arts
St. John's Preparatory School 1975 — 1979
Diploma, College Preparation
Phillip Marsalona Phillip Marsalona's Surgent McCoy CPE, LLC Experience December 2011 - April 2013
Job Technology Consultant at Merkle
Industry Information Technology and Services
Experience
Merkle August 2015 - Present
Digitas Health LifeBrands September 2014 - Present
Digitas Health April 2013 - September 2014
Surgent McCoy CPE, LLC December 2011 - April 2013
Nestled Like Spoons 2010 - 2012
WHYY September 2011 - December 2011
MilkBoy October 2010 - December 2011
Integrated Aquatics Engineering Inc. May 2008 - August 2010
Skills
Project Management, Audio Engineering, Production, Audio Post Production, Video Editing, HTML, CSS, JavaScript, SQL, PHP, CF, Microsoft Office, Adobe Creative Suite, Digital Media, Video Production
Education
Temple University 2008 — 2012
BA, Broadcast, Telecommunications, and Mass Media: Audio Production
Merkle August 2015 - Present
Digitas Health LifeBrands September 2014 - Present
Digitas Health April 2013 - September 2014
Surgent McCoy CPE, LLC December 2011 - April 2013
Nestled Like Spoons 2010 - 2012
WHYY September 2011 - December 2011
MilkBoy October 2010 - December 2011
Integrated Aquatics Engineering Inc. May 2008 - August 2010
Skills
Project Management, Audio Engineering, Production, Audio Post Production, Video Editing, HTML, CSS, JavaScript, SQL, PHP, CF, Microsoft Office, Adobe Creative Suite, Digital Media, Video Production
Education
Temple University 2008 — 2012
BA, Broadcast, Telecommunications, and Mass Media: Audio Production
Chris Fleck Chris Fleck's Surgent McCoy CPE, LLC Experience June 2011 - April 2013
Job Senior Manager State Society Learning at AICPA
Industry Professional Training & Coaching
Experience
AICPA April 2013 - Present
Surgent McCoy CPE, LLC June 2011 - April 2013
AICPA June 2001 - June 2011
Skills
Leadership, Training, Management, Program Management, Marketing, CRM, Public Speaking, Accounting, Sales, Business Development, Customer Service, Auditing, Budgets, Strategic Planning, Small Business, Non-profits, CPA, Financial Analysis, Team Building, Business Strategy, Process Improvement, Change Management, Nonprofits, Organizational..., Strategy, Business Planning, Start-ups, Leadership Development, Management Consulting, Mergers & Acquisitions, Analysis, Entrepreneurship, Executive Management, Financial Reporting
Education
University of North Texas 2004 — 2009
MBA, MBA
University of Central Florida - College of Business Administration 1993 — 1997
B.S. Accounting, Business/Accounting
AICPA April 2013 - Present
Surgent McCoy CPE, LLC June 2011 - April 2013
AICPA June 2001 - June 2011
Skills
Leadership, Training, Management, Program Management, Marketing, CRM, Public Speaking, Accounting, Sales, Business Development, Customer Service, Auditing, Budgets, Strategic Planning, Small Business, Non-profits, CPA, Financial Analysis, Team Building, Business Strategy, Process Improvement, Change Management, Nonprofits, Organizational..., Strategy, Business Planning, Start-ups, Leadership Development, Management Consulting, Mergers & Acquisitions, Analysis, Entrepreneurship, Executive Management, Financial Reporting
Education
University of North Texas 2004 — 2009
MBA, MBA
University of Central Florida - College of Business Administration 1993 — 1997
B.S. Accounting, Business/Accounting
Jim Holm Jim Holm's Surgent McCoy CPE, LLC Experience March 2014 - Present
Job CEO at PAN Performance Assessment Network
Industry Human Resources
Experience
PAN - Performance Assessment Network July 2015 - Present
Surgent McCoy CPE, LLC March 2014 - Present
PAN - Performance Assessment Network October 2013 - July 2015
Certiport November 2012 - October 2013
Certiport July 2010 - November 2012
Certiport April 2003 - August 2010
Advanced Technical Center January 1999 - March 2003
Skills
Strategic Planning, Strategic Partnerships, Business Development, Team Leadership, Business Strategy, Team Building, Product Management, SaaS, Sales, Cross-functional Team..., Salesforce.com, Management, Leadership, Change Management, Marketing, Start-ups, Account Management, Project Management, Training, CRM, Direct Sales, Competitive Analysis, Customer Satisfaction, Recruiting, Sales Management, Strategy, Marketing Communications, IT Strategy, Program Management, Marketing Strategy, New Business Development, Business Analysis, Quality Assurance, Vendor Management, Cloud Computing, Entrepreneurship, Team Management, Sales Process, Management Consulting, Solution Selling, Negotiation, Networking, Talent Management, Business Planning, Product Marketing, Lead Generation, Enterprise Software, Executive Management, B2B, Professional Services
Education
The University of Edinburgh 2009 — 2013
LLM, Information Technology Law
Certified Technical Institute 1995 — 1997
Certificate Program, Computer Networking
Brigham Young University 1991 — 1996
BS, Economics
PAN - Performance Assessment Network July 2015 - Present
Surgent McCoy CPE, LLC March 2014 - Present
PAN - Performance Assessment Network October 2013 - July 2015
Certiport November 2012 - October 2013
Certiport July 2010 - November 2012
Certiport April 2003 - August 2010
Advanced Technical Center January 1999 - March 2003
Skills
Strategic Planning, Strategic Partnerships, Business Development, Team Leadership, Business Strategy, Team Building, Product Management, SaaS, Sales, Cross-functional Team..., Salesforce.com, Management, Leadership, Change Management, Marketing, Start-ups, Account Management, Project Management, Training, CRM, Direct Sales, Competitive Analysis, Customer Satisfaction, Recruiting, Sales Management, Strategy, Marketing Communications, IT Strategy, Program Management, Marketing Strategy, New Business Development, Business Analysis, Quality Assurance, Vendor Management, Cloud Computing, Entrepreneurship, Team Management, Sales Process, Management Consulting, Solution Selling, Negotiation, Networking, Talent Management, Business Planning, Product Marketing, Lead Generation, Enterprise Software, Executive Management, B2B, Professional Services
Education
The University of Edinburgh 2009 — 2013
LLM, Information Technology Law
Certified Technical Institute 1995 — 1997
Certificate Program, Computer Networking
Brigham Young University 1991 — 1996
BS, Economics
Anthony Cassano Anthony Cassano's Surgent McCoy CPE, LLC Experience December 2013 - Present
Job Private Equity, Principal at Spire Capital Partners
Industry Venture Capital & Private Equity
Experience
Spire Capital Partners February 2009 - Present
Surgent McCoy CPE, LLC December 2013 - Present
PAN - Performance Assessment Network February 2013 - Present
Velocity Technology Solutions April 2010 - August 2012
Certiport February 2009 - May 2012
Citigroup August 2006 - February 2009
Ernst & Young LLP October 1999 - August 2004
Skills
Investment Banking, Venture Capital, Capital Markets, New Business Development, Business Strategy, Financial Modeling, Investments, Private Equity, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Due Diligence, M&A experience, LBO, Corporate Development, Business Valuation, Investor Relations, Leveraged Finance, IPO, Strategy, Divestitures, Financial Structuring, Acquisition Integration, Finance
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA)
Spire Capital Partners February 2009 - Present
Surgent McCoy CPE, LLC December 2013 - Present
PAN - Performance Assessment Network February 2013 - Present
Velocity Technology Solutions April 2010 - August 2012
Certiport February 2009 - May 2012
Citigroup August 2006 - February 2009
Ernst & Young LLP October 1999 - August 2004
Skills
Investment Banking, Venture Capital, Capital Markets, New Business Development, Business Strategy, Financial Modeling, Investments, Private Equity, Corporate Finance, Mergers & Acquisitions, Mergers, Valuation, Due Diligence, M&A experience, LBO, Corporate Development, Business Valuation, Investor Relations, Leveraged Finance, IPO, Strategy, Divestitures, Financial Structuring, Acquisition Integration, Finance
Education
Duke University - The Fuqua School of Business 2004 — 2006
Master of Business Administration (M.B.A.)
James Madison University 1995 — 1999
Bachelor of Business Administration (BBA)
Brian Winter's Surgent McCoy CPE, LLC Experience May 2014 - Present
Job Chief Revenue Officer at SmartThings and Founder of Pyxl
Industry Information Technology and Services
Experience
SmartThings May 2015 - Present
Pyxl July 2008 - Present
Surgent McCoy CPE, LLC May 2014 - Present
Carpathia Hosting, Inc. August 2009 - May 2015
Sun Microsystems January 2007 - July 2008
Sun Microsystems May 2005 - February 2007
SevenSpace April 2000 - January 2005
USWeb 1996 - 2000
USWeb January 1997 - October 1999
Skills
Start-ups, SaaS, Cloud Computing, Strategic Partnerships, Enterprise Software, Program Management, Marketing, Sales, Consulting, Solution Selling
Education
Arizona State University 1988 — 1991
Biochemistry
SmartThings May 2015 - Present
Pyxl July 2008 - Present
Surgent McCoy CPE, LLC May 2014 - Present
Carpathia Hosting, Inc. August 2009 - May 2015
Sun Microsystems January 2007 - July 2008
Sun Microsystems May 2005 - February 2007
SevenSpace April 2000 - January 2005
USWeb 1996 - 2000
USWeb January 1997 - October 1999
Skills
Start-ups, SaaS, Cloud Computing, Strategic Partnerships, Enterprise Software, Program Management, Marketing, Sales, Consulting, Solution Selling
Education
Arizona State University 1988 — 1991
Biochemistry
Don Cooley's Surgent McCoy CPE, LLC Experience August 2012 - Present
Job Owner, Cotner & Cooley, CPA
Industry Accounting
Experience
Surgent McCoy CPE, LLC August 2012 - Present
Cotner & Cooley, CPA January 1990 - Present
Deloitte & Touche - Cincinnati 1988 - 1990
Skills
Small Business, Accounting, Corporate Tax, Income Tax, Tax Preparation, Tax Research, Strategic Financial..., QuickBooks, Accountants, Tax Returns, Partnership Taxation, Tax, Tax Accounting, Sales Tax, Payroll Taxes, CPA, Financial Analysis, Public Speaking, Nonprofits, Financial Accounting
Education
Ohio University 1981 — 1985
Ohio University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
Surgent McCoy CPE, LLC August 2012 - Present
Cotner & Cooley, CPA January 1990 - Present
Deloitte & Touche - Cincinnati 1988 - 1990
Skills
Small Business, Accounting, Corporate Tax, Income Tax, Tax Preparation, Tax Research, Strategic Financial..., QuickBooks, Accountants, Tax Returns, Partnership Taxation, Tax, Tax Accounting, Sales Tax, Payroll Taxes, CPA, Financial Analysis, Public Speaking, Nonprofits, Financial Accounting
Education
Ohio University 1981 — 1985
Ohio University 1981 — 1985
Bachelor of Business Administration (BBA), Accounting
James Still's Surgent McCoy CPE, LLC Experience 2014 - Present
Job President and Chief Executive Officer at Surgent McCoy CPE, LLC
Industry Management Consulting
Experience
Surgent McCoy CPE, LLC 2014 - Present
Thompson Media Group, LLC December 2010 - April 2014
MainStream, LLC 2009 - May 2011
Boenning & Scattergood, Inc. 2004 - 2009
RDC Advisors, LLC 1999 - 2003
Atlantic American Properties Trust / Bell Atlantic Properties 1990 - 1998
Bell Atlantic Corporation 1984 - 1990
Bell Atlantic Enterprises 1984 - 1986
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administraiton, Management
Amherst College 1975 — 1979
Bachelor of Arts Degree, Double Major in Economics and Psychology
Surgent McCoy CPE, LLC 2014 - Present
Thompson Media Group, LLC December 2010 - April 2014
MainStream, LLC 2009 - May 2011
Boenning & Scattergood, Inc. 2004 - 2009
RDC Advisors, LLC 1999 - 2003
Atlantic American Properties Trust / Bell Atlantic Properties 1990 - 1998
Bell Atlantic Corporation 1984 - 1990
Bell Atlantic Enterprises 1984 - 1986
Skills
Private Equity
Education
University of Pennsylvania - The Wharton School 1982 — 1984
Masters of Business Administraiton, Management
Amherst College 1975 — 1979
Bachelor of Arts Degree, Double Major in Economics and Psychology