Laventhol & Horwath
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Laventhol & Horwath Employees
Employee
Years
Job
Industry
Jim Schumacher Jim Schumacher's Laventhol & Horwath Experience June 1986 - November 1990
Job Partner at PricewaterhouseCoopers LLP
Industry Accounting
Experience
PricewaterhouseCoopers LLP November 1990 - Present
Laventhol & Horwath June 1986 - November 1990
Skills
IFRS, Internal Controls, External Audit, Auditing, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, Tax, Big 4
Education
University of North Carolina at Charlotte 1982 — 1986
Bachelor of Science (BS), Accounting
PricewaterhouseCoopers LLP November 1990 - Present
Laventhol & Horwath June 1986 - November 1990
Skills
IFRS, Internal Controls, External Audit, Auditing, Assurance, US GAAP, Sarbanes-Oxley Act, Financial Reporting, SEC filings, Accounting, Tax, Big 4
Education
University of North Carolina at Charlotte 1982 — 1986
Bachelor of Science (BS), Accounting
Molly Sampson, CMP, HMCC Molly Sampson, CMP, HMCC's Laventhol & Horwath Experience January 1985 - September 1988
Job Executive Vice President at Down to the Details
Industry Hospitality
Experience
Down to the Details January 2015 - Present
HelmsBriscoe August 2010 - October 2014
Oakland Marriott City Center December 1997 - April 2001
Coopers & Lybrand, LLP October 1990 - May 1994
Colonel Paddlewheel Boat - Moody Foundation March 1989 - August 1990
Laventhol & Horwath January 1985 - September 1988
Skills
Event Management, Hospitality, Meeting Planning, Food & Beverage, Human Resources, Hotels, Event Planning, Account Management, Customer Satisfaction, Budgets, Hospitality Industry, Hotel Management, Resorts, Tourism, Hospitality Management, Management, Revenue Analysis
Education
University of Nevada-Las Vegas 1995 — 1996
Bachelor's Degree, Hotel Administration
Down to the Details January 2015 - Present
HelmsBriscoe August 2010 - October 2014
Oakland Marriott City Center December 1997 - April 2001
Coopers & Lybrand, LLP October 1990 - May 1994
Colonel Paddlewheel Boat - Moody Foundation March 1989 - August 1990
Laventhol & Horwath January 1985 - September 1988
Skills
Event Management, Hospitality, Meeting Planning, Food & Beverage, Human Resources, Hotels, Event Planning, Account Management, Customer Satisfaction, Budgets, Hospitality Industry, Hotel Management, Resorts, Tourism, Hospitality Management, Management, Revenue Analysis
Education
University of Nevada-Las Vegas 1995 — 1996
Bachelor's Degree, Hotel Administration
Stacy Y. Patrick Stacy Y. Patrick's Laventhol & Horwath Experience 1981 - 1988
Job CPA, Consultant and Small Business Owner
Industry Accounting
Experience
Plasma Energy Group, LLC January 2014 - Present
Solution Resources, Inc. 2007 - Present
Bio Arc, Inc. 2001 - 2009
Arc Technologies Group 2001 - 2009
Aidman, Piser & Company, P.A. 1981 - 2006
Laventhol & Horwath 1981 - 1988
Skills
Accounting, Auditing, Outlook, Financial Analysis, Budgets, Payroll, Peachtree, QuickBooks, Financial Statements, CPA, GAAP, Business Planning, Income Tax, Analysis, Accounts Payable, Tax Preparation, Internal Controls, Strategy, Bookkeeping, Tax Returns, Financial Reporting, Project Management, SEC filings, Consulting, Small Business, Financial Accounting, Tax, General Ledger, Corporate Tax, Training, Enterprise Software, Tax Accounting, Accountants, Sales Tax, SEC Filings
Education
University of South Florida - College of Business Administration 1979 — 1981
BA, Business & Accounting
Plasma Energy Group, LLC January 2014 - Present
Solution Resources, Inc. 2007 - Present
Bio Arc, Inc. 2001 - 2009
Arc Technologies Group 2001 - 2009
Aidman, Piser & Company, P.A. 1981 - 2006
Laventhol & Horwath 1981 - 1988
Skills
Accounting, Auditing, Outlook, Financial Analysis, Budgets, Payroll, Peachtree, QuickBooks, Financial Statements, CPA, GAAP, Business Planning, Income Tax, Analysis, Accounts Payable, Tax Preparation, Internal Controls, Strategy, Bookkeeping, Tax Returns, Financial Reporting, Project Management, SEC filings, Consulting, Small Business, Financial Accounting, Tax, General Ledger, Corporate Tax, Training, Enterprise Software, Tax Accounting, Accountants, Sales Tax, SEC Filings
Education
University of South Florida - College of Business Administration 1979 — 1981
BA, Business & Accounting
Edward Swalm, CPA Edward Swalm, CPA's Laventhol & Horwath Experience October 1979 - November 1990
Job Swalm & Associates CPA's
Industry Accounting
Experience
Swalm & Associates CPA's January 1992 - Present
DSM (Dallas Summer Musicals) 2012 - Present
SMU January 1993 - May 2000
Laventhol & Horwath October 1979 - November 1990
Skills
Accounting, Audit, Tax, GAAP, SEC reporting, Auditing, SEC filings, Financial Accounting, Internal Controls, QuickBooks, Corporate Tax, Financial Reporting, Cash Flow, Accounts Payable, Mergers & Acquisitions, CPA, Financial Modeling, Income Tax, US GAAP, Sarbanes-Oxley Act, Forensic Accounting, Financial Statements, Due Diligence, Tax Research, IFRS, Tax Preparation, Business Valuation, External Audit, Financial Audits, Fixed Assets, Revenue Recognition, Variance Analysis, Internal Audit, Cash Management, Forecasting, Bookkeeping, Budgets, Strategic Financial..., Corporate Finance, Managerial Finance, General Ledger, Restructuring, Financial Analysis, Accounts Receivable, Great Plains Software, Acquisition Integration, Finance, Divestitures, Private Equity, Capital Budgeting
Education
University of Nevada-Las Vegas - College of Business 1976 — 1977
MBA, Accounting / Finance / MIS
University of Nevada Las Vegas Lee Business School 1973 — 1976
BS, Accounting
Swalm & Associates CPA's January 1992 - Present
DSM (Dallas Summer Musicals) 2012 - Present
SMU January 1993 - May 2000
Laventhol & Horwath October 1979 - November 1990
Skills
Accounting, Audit, Tax, GAAP, SEC reporting, Auditing, SEC filings, Financial Accounting, Internal Controls, QuickBooks, Corporate Tax, Financial Reporting, Cash Flow, Accounts Payable, Mergers & Acquisitions, CPA, Financial Modeling, Income Tax, US GAAP, Sarbanes-Oxley Act, Forensic Accounting, Financial Statements, Due Diligence, Tax Research, IFRS, Tax Preparation, Business Valuation, External Audit, Financial Audits, Fixed Assets, Revenue Recognition, Variance Analysis, Internal Audit, Cash Management, Forecasting, Bookkeeping, Budgets, Strategic Financial..., Corporate Finance, Managerial Finance, General Ledger, Restructuring, Financial Analysis, Accounts Receivable, Great Plains Software, Acquisition Integration, Finance, Divestitures, Private Equity, Capital Budgeting
Education
University of Nevada-Las Vegas - College of Business 1976 — 1977
MBA, Accounting / Finance / MIS
University of Nevada Las Vegas Lee Business School 1973 — 1976
BS, Accounting
Caren R. Levine Caren R. Levine's Laventhol & Horwath Experience 1981 - 1984
Job Financial Planner at First Financial Group
Industry Financial Services
Experience
First Financial Group 1995 - Present
Shingle and Gibb Co. March 1987 - June 1995
Laventhol & Horwath 1981 - 1984
Skills
Insurance, Financial Planning, Investments, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Financial Planners
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Economics, Accounting
First Financial Group 1995 - Present
Shingle and Gibb Co. March 1987 - June 1995
Laventhol & Horwath 1981 - 1984
Skills
Insurance, Financial Planning, Investments, Retirement Planning, Estate Planning, Strategic Financial..., Financial Advisory, Investment Advisory, Financial Planners
Education
University of Pennsylvania - The Wharton School 1977 — 1981
Bachelor of Economics, Accounting
Warren Marr's Laventhol & Horwath Experience 1988 - 1990
Job Managing Director at PwC, specializing in the hospitality and leisure industries
Industry Hospitality
Experience
PwC January 1991 - Present
Laventhol & Horwath 1988 - 1990
Latham Hotel Philadelphia 1986 - 1988
Westin Hotels & Resorts 1981 - 1986
Skills
Hotels, Hospitality, Hospitality Industry, Leadership
Education
University of New Hampshire 1977 — 1981
Bachelor of Science, Hotel Administration
PwC January 1991 - Present
Laventhol & Horwath 1988 - 1990
Latham Hotel Philadelphia 1986 - 1988
Westin Hotels & Resorts 1981 - 1986
Skills
Hotels, Hospitality, Hospitality Industry, Leadership
Education
University of New Hampshire 1977 — 1981
Bachelor of Science, Hotel Administration
Gregory A. Forman Gregory A. Forman's Laventhol & Horwath Experience 1981 - 1990
Job Tax Partner at Mitchell, Wiggins & Company
Industry Accounting
Experience
Mitchell, Wiggins & Company LLP 1994 - Present
Gleiberman Spears & Shepherd 1990 - 1994
Laventhol & Horwath 1981 - 1990
Education
University of North Carolina at Charlotte - Belk College of Business 1976 — 1980
B. S., Accounting
Mitchell, Wiggins & Company LLP 1994 - Present
Gleiberman Spears & Shepherd 1990 - 1994
Laventhol & Horwath 1981 - 1990
Education
University of North Carolina at Charlotte - Belk College of Business 1976 — 1980
B. S., Accounting
Jonathan Solomons's Laventhol & Horwath Experience 1983 - 1986
Job President & CEO Tabor Children's Services
Industry Nonprofit Organization Management
Experience
Tabor Children's Services July 2013 - Present
NorthEast Treatment Centers May 2000 - July 2013
Community Behavioral Health September 1996 - April 2000
Independence Blue Cross 1994 - 1996
Keystone Health Plan East 1991 - 1994
Aetna Health Plans 1989 - 1991
AHMAC Corporation 1986 - 1988
Laventhol & Horwath 1983 - 1986
General Electric 1978 - 1981
Skills
Budgets, Recruiting, Financial Analysis, Accounting, Healthcare, Employee Benefits, Non-profits, Strategic Planning, Insurance, Policy, Process Improvement, Leadership, Healthcare Management, Mergers, Employee Relations, Operations Management, Program Development, Public Speaking, Fundraising, Executive Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Health Care Administration
University of Pennsylvania 1974 — 1978
B.A., Economics
Tabor Children's Services July 2013 - Present
NorthEast Treatment Centers May 2000 - July 2013
Community Behavioral Health September 1996 - April 2000
Independence Blue Cross 1994 - 1996
Keystone Health Plan East 1991 - 1994
Aetna Health Plans 1989 - 1991
AHMAC Corporation 1986 - 1988
Laventhol & Horwath 1983 - 1986
General Electric 1978 - 1981
Skills
Budgets, Recruiting, Financial Analysis, Accounting, Healthcare, Employee Benefits, Non-profits, Strategic Planning, Insurance, Policy, Process Improvement, Leadership, Healthcare Management, Mergers, Employee Relations, Operations Management, Program Development, Public Speaking, Fundraising, Executive Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Health Care Administration
University of Pennsylvania 1974 — 1978
B.A., Economics
David White, CPA, CFE, ISHC David White, CPA, CFE, ISHC's Laventhol & Horwath Experience 1984 - 1990
Job Hospitality Industry Forensic Accounting and Management Consulting
Industry Accounting
Experience
David W. White, CPA 1996 - Present
Goodwin & Associates Hospitality Consulting, Inc. 1990 - 1996
Laventhol & Horwath 1984 - 1990
Education
University of San Diego
MBA
University of San Diego
BBA, Accounting
David W. White, CPA 1996 - Present
Goodwin & Associates Hospitality Consulting, Inc. 1990 - 1996
Laventhol & Horwath 1984 - 1990
Education
University of San Diego
MBA
University of San Diego
BBA, Accounting
Eric Fraint Eric Fraint's Laventhol & Horwath Experience 1977 - 1980
Job President and Founder of Your PartTime Controller, LLC | Nonprofit Accounting Specialists | NPO Financial Management
Industry Accounting
Experience
Your Part-Time Controller, LLC March 1993 - Present
Fels Institute of Government, University of Pennsylvania 2011 - Present
IU International 1980 - 1982
Laventhol & Horwath 1977 - 1980
Skills
Non-profits, Not for Profit, Accounting, Financial Reporting, QuickBooks, Managerial Finance, Financial Analysis, Auditing, Internal Controls, Budgets, Financial Accounting, Cash Flow, Cash Management, Philanthropy, GAAP, Fundraising, Peachtree, Forecasting, Board Development, Forensic Accounting, Nonprofit, Nonprofits, Internal Audit, Finance, Financial Statements, Payroll, CPA, Analysis, Strategic Financial..., Sarbanes-Oxley Act, General Ledger, Financial Modeling, Account Reconciliation
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS Economics, Major:Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
Accounting
Your Part-Time Controller, LLC March 1993 - Present
Fels Institute of Government, University of Pennsylvania 2011 - Present
IU International 1980 - 1982
Laventhol & Horwath 1977 - 1980
Skills
Non-profits, Not for Profit, Accounting, Financial Reporting, QuickBooks, Managerial Finance, Financial Analysis, Auditing, Internal Controls, Budgets, Financial Accounting, Cash Flow, Cash Management, Philanthropy, GAAP, Fundraising, Peachtree, Forecasting, Board Development, Forensic Accounting, Nonprofit, Nonprofits, Internal Audit, Finance, Financial Statements, Payroll, CPA, Analysis, Strategic Financial..., Sarbanes-Oxley Act, General Ledger, Financial Modeling, Account Reconciliation
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS Economics, Major:Accounting
University of Pennsylvania - The Wharton School 1973 — 1977
Accounting
David C. Lee David C. Lee's Laventhol & Horwath Experience January 1988 - October 1991
Job Partner, Peterson Sullivan LLP
Industry Accounting
Experience
Peterson Sullivan LLP October 2000 - Present
DeMarr Carlson & Co. January 1994 - September 2000
Peterson Sullivan LLP October 1991 - December 1993
Laventhol & Horwath January 1988 - October 1991
Skills
SEC filings, Financial Reporting, High Tech, Biotechnology, Construction, Sarbanes-Oxley Act, Manufacturing, Auditing, Accounting, GAAP, Financial Statements, Financial Accounting, Internal Controls, Financial Analysis, Mergers, CPA
Education
University of Nevada-Las Vegas 1975 — 1979
Bachelor, Business Administration
Peterson Sullivan LLP October 2000 - Present
DeMarr Carlson & Co. January 1994 - September 2000
Peterson Sullivan LLP October 1991 - December 1993
Laventhol & Horwath January 1988 - October 1991
Skills
SEC filings, Financial Reporting, High Tech, Biotechnology, Construction, Sarbanes-Oxley Act, Manufacturing, Auditing, Accounting, GAAP, Financial Statements, Financial Accounting, Internal Controls, Financial Analysis, Mergers, CPA
Education
University of Nevada-Las Vegas 1975 — 1979
Bachelor, Business Administration
Matthew Finberg Matthew Finberg's Laventhol & Horwath Experience January 1980 - January 1986
Job Matthew S. Finberg, Attorney at Law
Industry Law Practice
Experience
Rimon Law Group 2009 - Present
Matthew S. Finberg, Attorney at Law August 1995 - Present
Frascona, Joiner and Goodman January 1993 - January 1995
Dietze and Davis January 1992 - January 1993
Hogan & Hartson January 1988 - January 1992
Lane and Edson January 1986 - January 1988
Laventhol & Horwath January 1980 - January 1986
Skills
Real Estate Transactions, Legal Writing, Asset Protection, Business Formation, Corporate Law, Negotiation, Corporate Governance, Joint Ventures, Real Estate, Litigation, Intellectual Property, Commercial Litigation, Bankruptcy, Legal Advice, Securities Regulation, Mediation, Wills, Trusts, Construction Law, Employment Law, Trade Secrets, Creditors' Rights, Commercial Real Estate, Alternative Dispute..., Trademarks, Breach Of Contract, LLC, Appeals, Product Liability, Trial Practice, Courts, Contract Negotiation, Estate Administration, Arbitration, Patent Litigation, Dispute Resolution, Business Transactions
Education
The National Law Center, George Washington University 1984 — 1986
J.D, Law
The Wharton School, University of Pennsylvania 1976 — 1980
B.S.E, Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE and MS, Accounting
Rimon Law Group 2009 - Present
Matthew S. Finberg, Attorney at Law August 1995 - Present
Frascona, Joiner and Goodman January 1993 - January 1995
Dietze and Davis January 1992 - January 1993
Hogan & Hartson January 1988 - January 1992
Lane and Edson January 1986 - January 1988
Laventhol & Horwath January 1980 - January 1986
Skills
Real Estate Transactions, Legal Writing, Asset Protection, Business Formation, Corporate Law, Negotiation, Corporate Governance, Joint Ventures, Real Estate, Litigation, Intellectual Property, Commercial Litigation, Bankruptcy, Legal Advice, Securities Regulation, Mediation, Wills, Trusts, Construction Law, Employment Law, Trade Secrets, Creditors' Rights, Commercial Real Estate, Alternative Dispute..., Trademarks, Breach Of Contract, LLC, Appeals, Product Liability, Trial Practice, Courts, Contract Negotiation, Estate Administration, Arbitration, Patent Litigation, Dispute Resolution, Business Transactions
Education
The National Law Center, George Washington University 1984 — 1986
J.D, Law
The Wharton School, University of Pennsylvania 1976 — 1980
B.S.E, Accounting
University of Pennsylvania - The Wharton School 1976 — 1980
BSE and MS, Accounting
Barry Pronier Barry Pronier's Laventhol & Horwath Experience May 1985 - December 1990
Job Managing Director and Owner
Industry Staffing and Recruiting
Experience
Sherpa September 2001 - Present
Robert Half International January 2000 - May 2001
Robert Half International January 2000 - December 2000
Robert Half International January 1998 - December 1998
Robert Half International January 1994 - December 1997
Collins & Aikman January 1993 - December 1993
Collins & Aikman January 1991 - December 1992
Laventhol & Horwath May 1985 - December 1990
Skills
Recruiting, Finance, Technical Recruiting, Temporary Placement, Contract Recruitment, Accounting, Consulting, Talent Acquisition, Applicant Tracking..., Human Resources, Temporary Staffing, Business Development, Management, Management Consulting, Vendor Management
Education
University of North Carolina at Charlotte 1980 — 1985
BS, Accounting and Business
Sherpa September 2001 - Present
Robert Half International January 2000 - May 2001
Robert Half International January 2000 - December 2000
Robert Half International January 1998 - December 1998
Robert Half International January 1994 - December 1997
Collins & Aikman January 1993 - December 1993
Collins & Aikman January 1991 - December 1992
Laventhol & Horwath May 1985 - December 1990
Skills
Recruiting, Finance, Technical Recruiting, Temporary Placement, Contract Recruitment, Accounting, Consulting, Talent Acquisition, Applicant Tracking..., Human Resources, Temporary Staffing, Business Development, Management, Management Consulting, Vendor Management
Education
University of North Carolina at Charlotte 1980 — 1985
BS, Accounting and Business
Bradford F. Rogers Bradford F. Rogers's Laventhol & Horwath Experience 1988 - 1990
Job Executive Director | Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield February 1998 - Present
The Rogers Group 1991 - 1998
Arthur Andersen & Co 1990 - 1991
Laventhol & Horwath 1988 - 1990
Education
University of Southern California 1985 — 1989
B.S., Business Admininistration Real Estate & Finance
Cushman & Wakefield February 1998 - Present
The Rogers Group 1991 - 1998
Arthur Andersen & Co 1990 - 1991
Laventhol & Horwath 1988 - 1990
Education
University of Southern California 1985 — 1989
B.S., Business Admininistration Real Estate & Finance
Jeffrey I. Lipschutz, CPA Jeffrey I. Lipschutz, CPA's Laventhol & Horwath Experience December 1961 - May 1974
Job Senior Relationship Manager, Tax Services
Industry Accounting
Experience
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I Lipschutz, Ltd. May 1979 - April 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath December 1961 - May 1974
Education
University of Pennsylvania - The Wharton School 1957 — 1961
BS in Economics, Accounting, Finance
Simonson, Lipschutz & Fogel P.C. May 1990 - October 2008
Jeffrey I Lipschutz, Ltd. May 1979 - April 1990
Gold & Company May 1977 - May 1979
Simonson, Singer, Fenerty & Lipschutz May 1974 - May 1977
Laventhol & Horwath December 1961 - May 1974
Education
University of Pennsylvania - The Wharton School 1957 — 1961
BS in Economics, Accounting, Finance
Susan B. Brecht Susan B. Brecht's Laventhol & Horwath Experience 1983 - 1990
Job President, Brecht Associates, Inc.
Industry Market Research
Experience
Brecht Associates, Inc. 1990 - Present
Laventhol & Horwath 1983 - 1990
Skills
Seniors, Retirement Homes, Marketing Strategy, Elder Care, Healthcare, Marketing, Market Research, Long-term Care, Budgets, Non-profits, Focus Groups, Leadership, Strategic Planning, Public Relations, Public Speaking, Consulting, Lead Generation, Nonprofits, Marketing Communications, Start-ups, Team Building, Strategy, Fundraising, Entrepreneurship, Real Estate, Small Business
Education
University of Pennsylvania 1965 — 1969
BA, English, Music
Brecht Associates, Inc. 1990 - Present
Laventhol & Horwath 1983 - 1990
Skills
Seniors, Retirement Homes, Marketing Strategy, Elder Care, Healthcare, Marketing, Market Research, Long-term Care, Budgets, Non-profits, Focus Groups, Leadership, Strategic Planning, Public Relations, Public Speaking, Consulting, Lead Generation, Nonprofits, Marketing Communications, Start-ups, Team Building, Strategy, Fundraising, Entrepreneurship, Real Estate, Small Business
Education
University of Pennsylvania 1965 — 1969
BA, English, Music
L. Ralph Piercy L. Ralph Piercy's Laventhol & Horwath Experience 1974 - November 1990
Job Owner of a Nevada accounting, auditing and valuation firm
Industry Accounting
Experience
Piercy Bowler Taylor & Kern 1990 - Present
Piercy Bowler Taylor & Kern, CPAs 1990 - Present
ISHC 1990 - 2009
Laventhol & Horwath 1974 - November 1990
Education
University of Nevada Las Vegas Lee Business School
BS, Business Administration
Piercy Bowler Taylor & Kern 1990 - Present
Piercy Bowler Taylor & Kern, CPAs 1990 - Present
ISHC 1990 - 2009
Laventhol & Horwath 1974 - November 1990
Education
University of Nevada Las Vegas Lee Business School
BS, Business Administration
Ellyn Marell, CPA, CSEP Ellyn Marell, CPA, CSEP's Laventhol & Horwath Experience July 1984 - January 1986
Job Tax Director at Wipfli LLP Specializing in Estate, Trust, Gift, Private Foundations & Individual Tax Services
Industry Accounting
Experience
Wipfli LLP January 2009 - Present
Blanski, Peter, Kronlage & Zoch, P.A. February 2004 - December 2008
Lurie Besikof Lapidus & Company, LLP February 1993 - September 2003
KIDZ Creat-A-Book Etc May 1990 - December 1994
Stirtz, Bernards & Co. February 1987 - June 1989
Cray Research Inc. February 1986 - December 1986
Laventhol & Horwath July 1984 - January 1986
Skills
Estate Taxation, Fiduciary Taxation, Gift Tax, Estate Tax Planning, Individual Taxation, Private Foundations, Tax, Trust Taxation, Estate Planning, Trusts, CPA, High Net Worth..., Income Tax, Tax Preparation, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management
BSB
Wipfli LLP January 2009 - Present
Blanski, Peter, Kronlage & Zoch, P.A. February 2004 - December 2008
Lurie Besikof Lapidus & Company, LLP February 1993 - September 2003
KIDZ Creat-A-Book Etc May 1990 - December 1994
Stirtz, Bernards & Co. February 1987 - June 1989
Cray Research Inc. February 1986 - December 1986
Laventhol & Horwath July 1984 - January 1986
Skills
Estate Taxation, Fiduciary Taxation, Gift Tax, Estate Tax Planning, Individual Taxation, Private Foundations, Tax, Trust Taxation, Estate Planning, Trusts, CPA, High Net Worth..., Income Tax, Tax Preparation, Tax Accounting, Tax Returns
Education
University of Minnesota - Carlson School of Management
BSB
Stuart Friou Stuart Friou's Laventhol & Horwath Experience January 1988 - January 1990
Job Chief Investment Officer, Keen Onyx Fund
Industry Financial Services
Experience
Keen Onyx Fund July 2012 - Present
Hunter Global Investors September 2001 - December 2011
James M. Myers & Company January 1994 - January 2001
Ava Industries January 1991 - January 1992
Laventhol & Horwath January 1988 - January 1990
Skills
Equity Research, Hedge Funds, Equities
Education
University of North Carolina 1984 — 1988
Bachelor of Science, Business Administration
University of Michigan 1992 — 1994
Master of Business Administration
Keen Onyx Fund July 2012 - Present
Hunter Global Investors September 2001 - December 2011
James M. Myers & Company January 1994 - January 2001
Ava Industries January 1991 - January 1992
Laventhol & Horwath January 1988 - January 1990
Skills
Equity Research, Hedge Funds, Equities
Education
University of North Carolina 1984 — 1988
Bachelor of Science, Business Administration
University of Michigan 1992 — 1994
Master of Business Administration
Jay Weis Jay Weis's Laventhol & Horwath Experience 1985 - 1986
Job
Industry Accounting
Experience
Business Technology Partners, LLP 2011 - Present
Vulcanium Metals Incorporated 2007 - 2011
Business Technology Partners, LLP 1998 - 2007
Chunowitz, Teitelbaum & Mandel, Ltd. 1991 - 1997
Chicago Mining Corporation 1989 - 1991
Chunowitz, Teitelbaum & Mandel, Ltd 1986 - 1989
Laventhol & Horwath 1985 - 1986
Ernst & Young 1983 - 1985
Skills
ERP, Process Improvement, Software Implementation, Business Analysis, Business Process..., Business Process, Managerial Finance, Integration, Forecasting, Internal Controls, IT Management, IT Strategy, Financial Analysis, Access, Change Management, Budgets, Strategic Planning, CRM, Enterprise Software, Auditing, SAP, Business Objects, Project Management, Analysis, Accounting, Crystal Reports, Business Intelligence
Education
University of Michigan 1979 — 1983
BBA, Accounting
Business Technology Partners, LLP 2011 - Present
Vulcanium Metals Incorporated 2007 - 2011
Business Technology Partners, LLP 1998 - 2007
Chunowitz, Teitelbaum & Mandel, Ltd. 1991 - 1997
Chicago Mining Corporation 1989 - 1991
Chunowitz, Teitelbaum & Mandel, Ltd 1986 - 1989
Laventhol & Horwath 1985 - 1986
Ernst & Young 1983 - 1985
Skills
ERP, Process Improvement, Software Implementation, Business Analysis, Business Process..., Business Process, Managerial Finance, Integration, Forecasting, Internal Controls, IT Management, IT Strategy, Financial Analysis, Access, Change Management, Budgets, Strategic Planning, CRM, Enterprise Software, Auditing, SAP, Business Objects, Project Management, Analysis, Accounting, Crystal Reports, Business Intelligence
Education
University of Michigan 1979 — 1983
BBA, Accounting
Rodney Teraishi, CPA Rodney Teraishi, CPA's Laventhol & Horwath Experience January 1989 - April 1990
Job Financial Systems Manager at Nishimoto Trading Co., Ltd.
Industry Accounting
Experience
Nishimoto Trading Co., Ltd. (dba Wismettac Asian Foods) February 2011 - Present
Rodney T. Teraishi June 2009 - February 2011
Edelbrock Corporation August 1998 - June 2009
Luckman Interactive July 1997 - July 1998
BDO Seidman, LLP October 1995 - July 1997
Deloitte & Touche September 1990 - July 1995
Laventhol & Horwath January 1989 - April 1990
Skills
ERP, Financial Reporting, Accounting, Management, Auditing, Integration, Oracle, Finance, Purchasing, Cost Accounting, Manufacturing, Project Management, Consolidation, CPA, Oracle Applications, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Oracle Discoverer, Managerial Finance
Education
University of Southern California 1986 — 1988
Accounting
Nishimoto Trading Co., Ltd. (dba Wismettac Asian Foods) February 2011 - Present
Rodney T. Teraishi June 2009 - February 2011
Edelbrock Corporation August 1998 - June 2009
Luckman Interactive July 1997 - July 1998
BDO Seidman, LLP October 1995 - July 1997
Deloitte & Touche September 1990 - July 1995
Laventhol & Horwath January 1989 - April 1990
Skills
ERP, Financial Reporting, Accounting, Management, Auditing, Integration, Oracle, Finance, Purchasing, Cost Accounting, Manufacturing, Project Management, Consolidation, CPA, Oracle Applications, Financial Analysis, Forecasting, Sarbanes-Oxley Act, Oracle Discoverer, Managerial Finance
Education
University of Southern California 1986 — 1988
Accounting
Barb Van Loenen Barb Van Loenen's Laventhol & Horwath Experience 1983 - 1987
Job Community volunteer
Industry Nonprofit Organization Management
Experience
Retired January 2013 - Present
Twin Cities Public Television July 2009 - December 2012
Best Buy February 1987 - September 2006
Laventhol & Horwath 1983 - 1987
Skills
Budgets, Strategic Planning, Financial Analysis, Process Improvement, Forecasting, Team Building, Leadership, Team Leadership, Microsoft Excel, Customer Service, Project Planning, Retail, Management, Change Management, Business Strategy, Start-ups, Cross-functional Team..., Training, Program Management, Nonprofits
Education
University of Minnesota - Carlson School of Management 1983 — 1984
MBA, MBA
Retired January 2013 - Present
Twin Cities Public Television July 2009 - December 2012
Best Buy February 1987 - September 2006
Laventhol & Horwath 1983 - 1987
Skills
Budgets, Strategic Planning, Financial Analysis, Process Improvement, Forecasting, Team Building, Leadership, Team Leadership, Microsoft Excel, Customer Service, Project Planning, Retail, Management, Change Management, Business Strategy, Start-ups, Cross-functional Team..., Training, Program Management, Nonprofits
Education
University of Minnesota - Carlson School of Management 1983 — 1984
MBA, MBA
Allan Steinman, MBA, CPA Allan Steinman, MBA, CPA's Laventhol & Horwath Experience 1978 - 1990
Job Trusted advisor to closely held and familyowned businesses and their affluent owners [Bader Martin, P.S.]
Industry Accounting
Experience
Bader Martin, P.S. 1990 - Present
Laventhol & Horwath 1978 - 1990
Skills
Tax, Tax Preparation, Real Estate, Finance, Estate Planning, Tax Accounting, Retirement Planning, S Corporations, Financial Planners, Succession Planning, Management Consulting, CPA, Financial Reporting, Accounting, Mergers & Acquisitions, Retirement, Financial Planning
Education
Golden Gate University 1980 — 1984
Graduate-Level Tax Courses
University of Puget Sound 1976 — 1977
Master's, Busines Administration
University of Puget Sound 1973 — 1976
BA, Business Administration
Bader Martin, P.S. 1990 - Present
Laventhol & Horwath 1978 - 1990
Skills
Tax, Tax Preparation, Real Estate, Finance, Estate Planning, Tax Accounting, Retirement Planning, S Corporations, Financial Planners, Succession Planning, Management Consulting, CPA, Financial Reporting, Accounting, Mergers & Acquisitions, Retirement, Financial Planning
Education
Golden Gate University 1980 — 1984
Graduate-Level Tax Courses
University of Puget Sound 1976 — 1977
Master's, Busines Administration
University of Puget Sound 1973 — 1976
BA, Business Administration
Kimberly A. Brooks, CPA.CITP, CISA's Laventhol & Horwath Experience May 1977 - December 1981
Job Manager, Consulting Services Group at EisnerAmper, LLP
Industry Accounting
Experience
EisnerAmper, LLP August 2010 - Present
Amper, Politziner & Mattia, LLP August 2008 - August 2010
Goldenberg Rosenthal, LLP May 1997 - August 2008
Yulsman & Company August 1990 - May 1997
Siemens Medical Systems, Inc. May 1987 - January 1990
Siemens Medical Systems, Inc. December 1984 - May 1987
Goldenberg Rosenthal, LLP January 1982 - December 1984
Laventhol & Horwath May 1977 - December 1981
Skills
Management Consulting, Auditing, IT Audit, Control Environment, SSAE16, Internal Controls, Internal Audit, Business Process..., Risk Management, QuickBooks, Business Continuity, Accounting, Financial Reporting, Financial Analysis, GAAP, External Audit, Financial Statements, Sarbanes-Oxley Act, Tax, Business Process..., Finance, CPA, Sarbanes-Oxley, Financial Accounting, Governance, US GAAP, Risk Assessment
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS in Economics, Double Major in Accounting and Insurance; Minor in Anthropology
EisnerAmper, LLP August 2010 - Present
Amper, Politziner & Mattia, LLP August 2008 - August 2010
Goldenberg Rosenthal, LLP May 1997 - August 2008
Yulsman & Company August 1990 - May 1997
Siemens Medical Systems, Inc. May 1987 - January 1990
Siemens Medical Systems, Inc. December 1984 - May 1987
Goldenberg Rosenthal, LLP January 1982 - December 1984
Laventhol & Horwath May 1977 - December 1981
Skills
Management Consulting, Auditing, IT Audit, Control Environment, SSAE16, Internal Controls, Internal Audit, Business Process..., Risk Management, QuickBooks, Business Continuity, Accounting, Financial Reporting, Financial Analysis, GAAP, External Audit, Financial Statements, Sarbanes-Oxley Act, Tax, Business Process..., Finance, CPA, Sarbanes-Oxley, Financial Accounting, Governance, US GAAP, Risk Assessment
Education
University of Pennsylvania - The Wharton School 1973 — 1977
BS in Economics, Double Major in Accounting and Insurance; Minor in Anthropology
Connie Kershaw's Laventhol & Horwath Experience 1982 - 1990
Job Accounting Manager, City of Henderson, Nevada
Industry Accounting
Experience
City of Henderson, Nevada September 2008 - Present
Piercy Taylor Bowler and Kern 1990 - 1993
Laventhol & Horwath 1982 - 1990
Swarts Bowler Gammett 1982 - 1983
Main Hurdman 1981 - 1982
Education
University of Nevada Las Vegas Lee Business School 1978 — 1982
Las Vegas High School 1975 — 1978
City of Henderson, Nevada September 2008 - Present
Piercy Taylor Bowler and Kern 1990 - 1993
Laventhol & Horwath 1982 - 1990
Swarts Bowler Gammett 1982 - 1983
Main Hurdman 1981 - 1982
Education
University of Nevada Las Vegas Lee Business School 1978 — 1982
Las Vegas High School 1975 — 1978
Ken Wilson's Laventhol & Horwath Experience 1984 - 1991
Job Partner at CHMWarnick | Hotel Asset Management & Business Advisory
Industry Hospitality
Experience
CHMWarnick April 2015 - Present
Capital Hotel Management, LLC 2000 - Present
Laventhol & Horwath 1984 - 1991
Skills
Leadership, Hospitality Industry, Hotel Management, Hospitality Management, Resorts, Income Statement, Hotels, Budgets, Yield Management, Contract Negotiation, Mergers & Acquisitions, Hotel Booking, Pre-opening, Forecasting, Tourism, Revenue Analysis, Hospitality, Restaurants, Wine, Food & Beverage, Strategic Planning, Luxury, Catering, Banquets, Customer Service, Fine Dining, Due Diligence, Menu Development, Food, Finance, Real Estate Development, Market Research, Microsoft Excel, Restaurant Management, Asset Managment, Feasibility Studies, Franchising, Customer Satisfaction, Rooms Division, Visual One, Meeting Planning, Portfolio Management, Real Estate Economics, Hiring, Financial Analysis, Front Office, Asset Management, Leisure, Hotel Asset Management
Education
University of New Hampshire 1976 — 1981
BS, Business/Hospitality Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1981
BS, Hospitality
CHMWarnick April 2015 - Present
Capital Hotel Management, LLC 2000 - Present
Laventhol & Horwath 1984 - 1991
Skills
Leadership, Hospitality Industry, Hotel Management, Hospitality Management, Resorts, Income Statement, Hotels, Budgets, Yield Management, Contract Negotiation, Mergers & Acquisitions, Hotel Booking, Pre-opening, Forecasting, Tourism, Revenue Analysis, Hospitality, Restaurants, Wine, Food & Beverage, Strategic Planning, Luxury, Catering, Banquets, Customer Service, Fine Dining, Due Diligence, Menu Development, Food, Finance, Real Estate Development, Market Research, Microsoft Excel, Restaurant Management, Asset Managment, Feasibility Studies, Franchising, Customer Satisfaction, Rooms Division, Visual One, Meeting Planning, Portfolio Management, Real Estate Economics, Hiring, Financial Analysis, Front Office, Asset Management, Leisure, Hotel Asset Management
Education
University of New Hampshire 1976 — 1981
BS, Business/Hospitality Administration
University of New Hampshire -- Peter T. Paul College of Business and Economics 1976 — 1981
BS, Hospitality
Don Salz's Laventhol & Horwath Experience 1981 - 1990
Job Corporate Controller at HealthFusion Inc.
Industry Computer Software
Experience
HealthFusion Inc. 2013 - Present
Nereus Pharmaceuticals, Inc. 2000 - 2013
IntensiCare Corporation 1998 - 2000
Orange Coast Managed Care Services, Inc. 1996 - 1998
FHP, Inc. 1993 - 1996
Arthur Andersen 1990 - 1993
Laventhol & Horwath 1981 - 1990
Skills
Biotechnology, Pharmaceutical Industry, Lifesciences, Drug Discovery, Financial Reporting, Forecasting, Internal Controls, Due Diligence, Accounting, Business Strategy, Investor Relations, Executive Management, Life Sciences
Education
University of Northern Iowa 1977 — 1981
Bachelor of Arts (BA), Accounting
HealthFusion Inc. 2013 - Present
Nereus Pharmaceuticals, Inc. 2000 - 2013
IntensiCare Corporation 1998 - 2000
Orange Coast Managed Care Services, Inc. 1996 - 1998
FHP, Inc. 1993 - 1996
Arthur Andersen 1990 - 1993
Laventhol & Horwath 1981 - 1990
Skills
Biotechnology, Pharmaceutical Industry, Lifesciences, Drug Discovery, Financial Reporting, Forecasting, Internal Controls, Due Diligence, Accounting, Business Strategy, Investor Relations, Executive Management, Life Sciences
Education
University of Northern Iowa 1977 — 1981
Bachelor of Arts (BA), Accounting
Steven Wiebler's Laventhol & Horwath Experience October 1985 - November 1990
Job CPA House Park Dobratz & Wiebler, P.C.
Industry Accounting
Experience
House Park Dobratz & Wiebler, P.C. November 1990 - Present
Laventhol & Horwath October 1985 - November 1990
Wehrmeister Kelly Cox & Company August 1983 - September 1985
Skills
Tax, Accounting, QuickBooks, GAAP, Auditing, Financial Analysis, Tax Returns, Financial Statements, CPA, Tax Preparation, Income Tax, Corporate Tax, Financial Reporting, Partnership Taxation, Financial Accounting, Internal Controls, US GAAP, Non-profits, General Ledger, Peachtree, Bookkeeping, Payroll Taxes, TValue, Customer Engagement, Accountants, Budgets
Education
University of Northern Iowa 1979 — 1983
B.A., Accounting
House Park Dobratz & Wiebler, P.C. November 1990 - Present
Laventhol & Horwath October 1985 - November 1990
Wehrmeister Kelly Cox & Company August 1983 - September 1985
Skills
Tax, Accounting, QuickBooks, GAAP, Auditing, Financial Analysis, Tax Returns, Financial Statements, CPA, Tax Preparation, Income Tax, Corporate Tax, Financial Reporting, Partnership Taxation, Financial Accounting, Internal Controls, US GAAP, Non-profits, General Ledger, Peachtree, Bookkeeping, Payroll Taxes, TValue, Customer Engagement, Accountants, Budgets
Education
University of Northern Iowa 1979 — 1983
B.A., Accounting
Ken Clinebell, CPA's Laventhol & Horwath Experience 1983 - 1988
Job Chief Financial Officer at AccentHealth
Industry Marketing and Advertising
Experience
AccentHealth February 2009 - Present
Vertical Communications October 2005 - January 2009
Comdial Corporation November 2002 - September 2005
Vicorp January 1994 - October 2002
Kimmins January 1988 - December 1993
Laventhol & Horwath 1983 - 1988
Skills
Mergers, Corporate Finance, Corporate Governance, Financial Accounting, Management, Operations Management, Negotiation, Financial Analysis, Forecasting, Budgets, Financial Reporting, Accounting, Cash Management
Education
University of South Florida 1979 — 1982
BA, Accounting
AccentHealth February 2009 - Present
Vertical Communications October 2005 - January 2009
Comdial Corporation November 2002 - September 2005
Vicorp January 1994 - October 2002
Kimmins January 1988 - December 1993
Laventhol & Horwath 1983 - 1988
Skills
Mergers, Corporate Finance, Corporate Governance, Financial Accounting, Management, Operations Management, Negotiation, Financial Analysis, Forecasting, Budgets, Financial Reporting, Accounting, Cash Management
Education
University of South Florida 1979 — 1982
BA, Accounting
David Brint's Laventhol & Horwath Experience 1982 - 1989
Job CEO at Brinshore Development
Industry Real Estate
Experience
Brinshore Development DirectorFoundation Fighting Blindness2001 - 2009
LAVENTHOL & HORWATH 1982 - 1989
Skills
Non-profits, Fundraising, Due Diligence, Affordable Housing, Entrepreneurship, Nonprofits, Real Estate Development, Public Speaking, Community Development, Strategic Planning, Financial Analysis
Education
University of Pennsylvania 1978 — 1982
BS, Business
Brinshore Development DirectorFoundation Fighting Blindness2001 - 2009
LAVENTHOL & HORWATH 1982 - 1989
Skills
Non-profits, Fundraising, Due Diligence, Affordable Housing, Entrepreneurship, Nonprofits, Real Estate Development, Public Speaking, Community Development, Strategic Planning, Financial Analysis
Education
University of Pennsylvania 1978 — 1982
BS, Business
Susan (Husted) Carroll's Laventhol & Horwath Experience 1985 - 1986
Job Senior Tax Manager at King, McNamara & Moriarty LLP
Industry Accounting
Experience
King, McNamara & Moriarty LLP December 2014 - Present
Marcum LLP ( formerly Braver PC ) January 2014 - November 2014
Braver P.C. 2002 - December 2013
Tandem Financial Services 1997 - 2002
Choate, Hall & Stewart 1987 - 1997
Laventhol & Horwath 1985 - 1986
Skills
Income Tax, Tax Preparation, Tax Returns, Corporate Tax, Tax Accounting, Tax, GAAP, Tax Research, S Corporations, Partnership Taxation
Education
Camp Hil High School
University of New Hampshire
King, McNamara & Moriarty LLP December 2014 - Present
Marcum LLP ( formerly Braver PC ) January 2014 - November 2014
Braver P.C. 2002 - December 2013
Tandem Financial Services 1997 - 2002
Choate, Hall & Stewart 1987 - 1997
Laventhol & Horwath 1985 - 1986
Skills
Income Tax, Tax Preparation, Tax Returns, Corporate Tax, Tax Accounting, Tax, GAAP, Tax Research, S Corporations, Partnership Taxation
Education
Camp Hil High School
University of New Hampshire
Patrick J. Riley, MAI's Laventhol & Horwath Experience June 1985 - January 1988
Job President at Riley Real Estate, Inc.
Industry Commercial Real Estate
Experience
Riley Real Estate, Inc. January 1992 - Present
Riley Hospitality, Inc. July 2002 - February 2007
Marquette Partners January 1991 - January 1992
Pannell Kerr Forster January 1988 - January 1991
Laventhol & Horwath June 1985 - January 1988
Hyatt Regency Minneapolis June 1984 - June 1985
Marriott/Host International June 1983 - June 1984
Skills
Real Estate, Real Estate Development, Property Management, Leases, Budgets, Due Diligence, Contract Negotiation, Commercial Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Corporate Real Estate, Hotel Management, Resorts
Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Accounting
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Riley Real Estate, Inc. January 1992 - Present
Riley Hospitality, Inc. July 2002 - February 2007
Marquette Partners January 1991 - January 1992
Pannell Kerr Forster January 1988 - January 1991
Laventhol & Horwath June 1985 - January 1988
Hyatt Regency Minneapolis June 1984 - June 1985
Marriott/Host International June 1983 - June 1984
Skills
Real Estate, Real Estate Development, Property Management, Leases, Budgets, Due Diligence, Contract Negotiation, Commercial Real Estate, Investment Properties, Real Estate Transactions, Brokerage, Location Intelligence, Corporate Real Estate, Hotel Management, Resorts
Education
University of Minnesota - Carlson School of Management
Bachelor's degree, Accounting
University of Minnesota-Duluth
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Stephen Saks's Laventhol & Horwath Experience 1978 - 1991
Job Accounting Professional
Industry Accounting
Experience
Wouch, Maloney & Co, LLP January 2011 - June 2011
Shechtman Marks Devor PC April 2005 - December 2009
Whitman-Walker Clinic, Inc. January 2004 - May 2004
Elkins Park Hospital 2002 - 2003
The Cooper Health System 1999 - 2001
John F. Kennedy Memorial Hospital 1998 - 1999
Neumann Medical Center 1992 - 1998
Northeastern Health System 1991 - 1998
Laventhol & Horwath 1978 - 1991
KPMG 1962 - 1978
Skills
Litigation Support, Teaching, Auditing, Technical Reviewer, Turnarounds, Forensic Accounting, US GAAP, Accounting, Financial Reporting, Turn Around Management, CPA, Finance, GAAP, Managerial Finance, Internal Controls, Financial Accounting, SEC filings, Due Diligence, Financial Analysis, Financial Statements, SEC Filings
Education
Wharton School, University of Pennsylvania
BS in Economics, Accounting
Wouch, Maloney & Co, LLP January 2011 - June 2011
Shechtman Marks Devor PC April 2005 - December 2009
Whitman-Walker Clinic, Inc. January 2004 - May 2004
Elkins Park Hospital 2002 - 2003
The Cooper Health System 1999 - 2001
John F. Kennedy Memorial Hospital 1998 - 1999
Neumann Medical Center 1992 - 1998
Northeastern Health System 1991 - 1998
Laventhol & Horwath 1978 - 1991
KPMG 1962 - 1978
Skills
Litigation Support, Teaching, Auditing, Technical Reviewer, Turnarounds, Forensic Accounting, US GAAP, Accounting, Financial Reporting, Turn Around Management, CPA, Finance, GAAP, Managerial Finance, Internal Controls, Financial Accounting, SEC filings, Due Diligence, Financial Analysis, Financial Statements, SEC Filings
Education
Wharton School, University of Pennsylvania
BS in Economics, Accounting