Massachusetts Society of CPAs, Inc.

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Massachusetts Society of CPAs, Inc. Employees

Employee
Years
Job
Industry
David Fionda CPA David Fionda CPA Greater Boston Area Details
David Fionda CPA's Massachusetts Society of CPAs, Inc. Experience 1986 - Present
Job Cloud Accounting Expert at BlumShapiro
Industry Management Consulting
Experience
BlumShapiro  September 2014 - Present
Bentley University  April 2014 - Present
Bentley University  November 2012 - Present
Massachusetts Society of CPAs, Inc.   1986 - Present
BizDev Results, Inc.   November 2012 - June 2014
Candeos   June 2001 - September 2012
Raytheon NCS  2007 - 2011
SAP  2005 - 2007
Rotary International  2003 - 2006
Carroll Center for the Blind  2000 - 2006

Skills
Project Management, Process Improvement, E-Learning, Training and Development, Microsoft Dynamics, SAP Business One, Epicor, Six Sigma, Finance Compliance, New Business Development

Education
Bentley University   1976 — 1980
Bachelor of Science, Accounting

Northeastern University   2010 — 2011
Masters, Technology Commercialization

William Jenczyk William Jenczyk Greater Boston Area Details
William Jenczyk's Massachusetts Society of CPAs, Inc. Experience September 2013 - Present
Job Partner at Jenczyk and Calzini CPAs
Industry Accounting
Experience
Jenczyk and Calzini CPAs   November 2014 - Present
Massachusetts Society of CPAs, Inc.   September 2013 - Present
Massachusetts chapter of the American Parkinson's Disease Association   November 2012 - Present
Gander Brook Christian Camp   September 1992 - Present
DiCicco, Gulman & Company   December 2003 - November 2014
Toscano and Ardito, PC   April 1988 - November 2003

Skills
Auditing, Retail, Real Estate, Professional Services, Accounting, Management Accounting, Financial Reporting, Income Tax, Tax, Corporate Tax, Wholesale, Tax Preparation, Financial Accounting, Financial Statements, Internal Controls, GAAP, General Ledger, Assurance Engagements, Not for Profit, Foundations, Audits of Employee..., Financial Audits, Small Business, Construction, Partnership Taxation, Financial Analysis, Tax Accounting, CPA, S Corporations, Fixed Assets, Revenue Recognition, High Net Worth..., Cash Flow, Sarbanes-Oxley Act, Tax Research, Strategic Financial..., Tax Returns, US GAAP, QuickBooks, Personal Tax Planning, Business Valuation, Due Diligence, Assurance, Mergers & Acquisitions, Financial Planners, Internal Audit, Finance, Trusts, Profx

Education
University of Massachusetts Lowell   1983 — 1988

Littleton High School

Shirleyann Soltys, CPA Shirleyann Soltys, CPA Greater Boston Area Details
Shirleyann Soltys, CPA's Massachusetts Society of CPAs, Inc. Experience April 2013 - Present
Job Owner at Shirleyann Soltys CPA PC
Industry Accounting
Experience
Shirleyann Soltys CPA PC   August 2011 - Present
Massachusetts Society of CPAs, Inc.   April 2013 - Present
New England Franchise Association   April 2013 - Present
BNI  April 2013 - Present
Courage to Cure, Inc.   July 2013 - November 2013
Boston Women Connect   June 2013 - November 2013
Make Some Noise: Cure Kids Cancer, Inc. - Boston   January 2013 - June 2013
The Center for Professional Education Incorporated   May 2010 - December 2012
BNI  May 2010 - September 2011
Wexler & Associates PC   August 2009 - August 2011

Skills
Tax Accounting, General Ledger, Small Business, State Taxation, Tax Return Preparation, Tax, Tax Returns, Tax Research, High Net Worth..., Tax Preparation, Compliance, Quickbooks, Excel, Strategic Planning, Income Tax, Tax Compliance, Microsoft Excel, Financial Analysis, Budgets, QuickBooks, Corporate Tax Planning

Education
Bentley University   1989 — 1993
Bachelor of Science, Accountancy

Honey Rossi Honey Rossi Greater Boston Area Details
Honey Rossi's Massachusetts Society of CPAs, Inc. Experience October 2013 - Present
Job Professional Development Coordinator at Massachusetts Society of CPAs, Inc.
Industry Accounting
Experience
Massachusetts Society of CPAs, Inc.   October 2013 - Present
Massachusetts Society of CPAs, Inc.   June 2011 - October 2013
ML Strategies, LLC  2000 - 2003

Skills
Non-profits, Public Relations, Event Management, Nonprofits

Education
Melrose High school

University of Massachusetts Boston

Eileen McAnneny Eileen McAnneny Boston, Massachusetts Details
Eileen McAnneny's Massachusetts Society of CPAs, Inc. Experience January 2014 - January 2015
Job President at Massachusetts Taxpayers Foundation
Industry Accounting
Experience
Massachusetts Taxpayers Foundation  February 2015 - Present
Massachusetts Society of CPAs, Inc.   January 2014 - January 2015
Fidelity Investments  January 2012 - January 2014
Associated Industries of Massachusetts  September 1998 - December 2011
Bankd of New England   1987 - 1989

Education
Suffolk University Law School
Juris Doctor (J.D.), law, cum laude

Tufts University
Bachelor of Arts (B.A.), Political Science

Julia Bowker Julia Bowker Greater Boston Area Details
Julia Bowker's Massachusetts Society of CPAs, Inc. Experience January 2015 - Present
Job Director of Sales at Massachusetts Society of CPAs, Inc.
Industry Marketing and Advertising
Experience
Massachusetts Society of CPAs, Inc.   January 2015 - Present
Massachusetts Society of CPAs, Inc.   February 2010 - Present
Be Bright Pink   May 2010 - Present
Boston Red Sox  April 2009 - Present
Town of Wellesley  January 2009 - February 2010
Thompson Island Outward Bound  January 2008 - November 2008
Boston's Weekly Dig  June 2007 - February 2008
Healthworks Fitness Centers for Women  June 2006 - June 2007
American Cancer Society  May 2005 - June 2006

Skills
Event Planning, Marketing Communications, Sponsorship Sales, New Business Development, Event Management, Public Speaking, Volunteer Management, Marketing, Press Releases, Advertising, Fundraising, Email Marketing

Education
Clark University   2001 — 2005
BA, History

Kara Kieran Kara Kieran Greater Boston Area Details
Kara Kieran's Massachusetts Society of CPAs, Inc. Experience March 2015 - Present
Job VP of Communications at Massachusetts Society of CPAs, Inc.
Industry Nonprofit Organization Management
Experience
Massachusetts Society of CPAs, Inc.   March 2015 - Present
MA Society of Certified Public Accountants   June 2008 - Present
MA Society of Certified Public Accountants   January 2006 - May 2008
MA Society of Certified Public Accountants   July 2002 - January 2006

Skills
Non-profits, Event Planning, Social Media, Public Speaking, Strategic Planning, E-mail Marketing, Media Relations, Email Marketing, Public Relations, Newsletters, Marketing Communications, Social Media Marketing

Education
Marist College   1998 — 2002
Bachelor of Arts (B.A.), School of Communication and the Arts - Public Relations Focus

North Reading High School   1994 — 1998

Robert Terravecchia, Jr. Robert Terravecchia, Jr. Greater Boston Area Details
Robert Terravecchia, Jr.'s Massachusetts Society of CPAs, Inc. Experience 2000 - 2002
Job President & CEO of Weymouth Bank
Industry Banking
Experience
Weymouth Bank  September 1991 - Present
The Co-operative Central Bank   September 2011 - Present
Bankers Bank Northeast  September 2009 - Present
Massachusetts Society of CPAs, Inc.   2000 - 2002
Parent McLaughlin & Nangle   1987 - 1991

Skills
Loans, Marketing, Financial Services, Commercial Lending, Banking

Education
New England School of Law   1991 — 1995
Juris Doctor (J.D.), Law

University of Massachusetts Lowell   1984 — 1986
BS, Accounting

Merrimack College   1982 — 1984
Accounting

Elizabeth Emanuelson Elizabeth Emanuelson Boston, Massachusetts Details
Elizabeth Emanuelson's Massachusetts Society of CPAs, Inc. Experience October 2012 - Present
Job Senior Communications Specialist at Massachusetts Society of CPAs, Inc.
Industry Public Relations and Communications
Experience
Massachusetts Society of CPAs, Inc.   October 2012 - Present
Massachusetts Society of CPAs, Inc.   October 2010 - October 2012
RDW Group  September 2007 - October 2010

Skills
Social Media, Social Media Marketing, Marketing Communications, Public Relations, Marketing, Event Planning, Media Relations, Copy Editing, Copywriting

Education
Roger Williams University   2004 — 2008
Bachelor of Arts, Communications (Public Relations) Summa Cum Laude

Karen L. Verrico, CAE Karen L. Verrico, CAE San Francisco Bay Area Details
Karen L. Verrico, CAE's Massachusetts Society of CPAs, Inc. Experience 1979 - 1984
Job CEO at CAE Insights
Industry Nonprofit Organization Management
Experience
CAE Insights   September 2013 - Present
SHRM (Society for Human Resource Management)   2005 - 2013
No CA HR Assn (NCHRA)   1994 - 2005
Risk Management Assn (RMA)   1993 - 1994
New York State Society of CPAs  1984 - 1993
Massachusetts Society of CPAs, Inc.   1979 - 1984

Skills
Leadership Development, Policy, Organizational..., Non-profits, Employee Relations, Performance Management, Recruiting, Coaching, Strategic Planning, Training, Team Building, Leadership, Change Management, Personnel Management, Public Speaking, Management, Staff Development, Human Resources, Onboarding, Conflict Resolution, Succession Planning, Talent Management, Career Development, Employee Training, Employee Engagement, Program Management, Deferred Compensation, Workforce Planning, Employee Benefits, Benefits Administration, Organizational..., Executive Coaching, Nonprofits

Education
Babson College - Franklin W. Olin Graduate School of Business
MBA, Marketing, Accounting

Elmira College
BS

Giuseppe Fornaro, MBA Giuseppe Fornaro, MBA Greater Boston Area Details
Giuseppe Fornaro, MBA's Massachusetts Society of CPAs, Inc. Experience 2006 - 2010
Job Director of Client Services
Industry Financial Services
Experience
SmartBooks Corp.  2014 - Present
Bank of America  2011 - 2014
Becker Professional Education  2010 - 2011
Massachusetts Society of CPAs, Inc.   2006 - 2010
Ariett Business Solutions   2005 - 2006
Eastern Bank  1999 - 2005

Skills
Strategic Marketing, Territory Expansion, Business Strategy, Promotional Events, Team Building, persuasive communication, Problem Analysis, Marketing, Sales Motivation, Campaign Management, Leadership, Strategy, Management, Customer Service, Marketing Strategy, Presentation Skills, Marketing Communications, Business Development, Strategic Planning, Event Management, Microsoft Excel, PowerPoint, Microsoft Word, QuarkXPress, Sales, InDesign, Team Motivation, Microsoft Office, Project Management, Critical Thinking

Education
Suffolk University - Sawyer Business School   2006 — 2009
MBA, Marketing

Suffolk University - Sawyer Business School   2000 — 2004
BSBA, Marketing

Ali Ghorbi Ali Ghorbi Tampa/St. Petersburg, Florida Area Details
Ali Ghorbi's Massachusetts Society of CPAs, Inc. Experience May 2013 - August 2013
Job Tax Process Specialist at PwC
Industry Accounting
Experience
PwC  June 2014 - Present
PwC  December 2014 - February 2015
Internal Revenue Service  February 2014 - April 2014
Massachusetts Society of CPAs, Inc.   May 2013 - August 2013

Skills
Social Networking, Microsoft Excel, PowerPoint, Sales, Microsoft Office, Microsoft Word, Teamwork, Partnership Tax Returns, Corporate Tax Returns, Personal Income Tax...

Education
University of Tampa - John H. Sykes College of Business   2010 — 2014
Bachelor of Science (B.S.), Accounting

Boston Latin School   2004 — 2010
HS Diploma

Paul Costantino Paul Costantino Greater Boston Area Details
Paul Costantino's Massachusetts Society of CPAs, Inc. Experience May 2015 - Present
Job Partner at Costantino Richards Rizzo, LLP
Industry Accounting
Experience
Costantino Richards Rizzo, LLP  May 1995 - Present
Massachusetts Society of CPAs, Inc.   May 2015 - Present
Tofias PC  October 1991 - May 1995

Skills
Real Estate, Due Diligence, Investments, Business Valuation, Tax, Accounting, Mergers & Acquisitions, Start-ups, Financial Modeling, Private Equity, Strategic Planning, Finance, Tax Advisory, CPA, Management, Tax Preparation, Financial Reporting, Auditing, Portfolio Management, Corporate Tax, SEC filings, Small Business, Venture Capital, GAAP, Financial Analysis, Real Estate Economics, Corporate Law, Credit, Management Consulting, Financial Accounting, Risk Management, Valuation, Forecasting, Partnership Taxation, Corporate Finance, Income Tax, Tax Accounting, Strategic Financial..., Asset Management, US GAAP, Loans, Banking, Budgets, Internal Controls, Forensic Accounting, Financial Statements, Revenue Recognition, Sarbanes-Oxley Act, Corporate Governance

Education
Bentley College - Elkin B. McCallum Graduate School of Business   1992 — 1997
MST, Tax

Suffolk University - Sawyer Business School   1987 — 1991
BSBA, Accounting

Matthew Whalen Matthew Whalen Weymouth, Massachusetts Details
Matthew Whalen's Massachusetts Society of CPAs, Inc. Experience June 2015 - Present
Job Audit Junior at Kevin P. Martin & Associates PC
Industry Accounting
Experience
Kevin P. Martin & Associates PC   January 2015 - Present
Massachusetts Society of CPAs, Inc.   June 2015 - Present
State Street  May 2014 - August 2014
Pure Hockey  August 2012 - May 2014
Gale Associates, Inc.   January 2009 - April 2014
University of Massachusetts  September 2011 - May 2012

Skills
Microsoft Excel, Microsoft Word, PowerPoint, Community, Volunteering, Accounting, Time Management, QuickBooks, Teamwork, Social Networking, Leadership, Team Leadership, Management, Communication, Public Speaking, Auditing, Financial Accounting

Education
University of Massachusetts Boston   2015 — 2017
Master of Business Administration (M.B.A.), Accounting

University of Massachusetts Boston   2010 — 2014
Bachelor of Science (B.S.), Business Management; Accounting

Weymouth Highschool   2006 — 2010

Lisa Wuller Lisa Wuller Greater San Diego Area Details
Lisa Wuller's Massachusetts Society of CPAs, Inc. Experience January 2006 - August 2007
Job Principal Communications Specialist at Solar Turbines
Industry Public Relations and Communications
Experience
Solar Turbines  April 2015 - Present
Solar Turbines  March 2012 - March 2015
Solar Turbines  September 2010 - March 2012
San Diego Regional Chamber of Commerce  September 2007 - September 2010
Massachusetts Society of CPAs, Inc.   January 2006 - August 2007

Skills
Corporate Communications, Public Relations, Editing, Crisis Communications, Graphic Design, Publications, Internal Communications, Marketing Communications, Press Releases, Public Affairs, Corporate Branding, Media Relations, Event Management, Public Speaking, Strategic Communications, Event planning, Employee engagement, Project management, Event Planning, Project Management

Education
Northeastern University   2001 — 2005
BS, Communications

Christopher O'Day Christopher O'Day Greater Boston Area Details
Christopher O'Day's Massachusetts Society of CPAs, Inc. Experience September 2010 - Present
Job Academic & Career Development Specialist at Massachusetts Society of CPAs, Inc.
Industry Marketing and Advertising
Experience
Massachusetts Society of CPAs, Inc.   September 2010 - Present
Lizzard Fashion   June 2010 - March 2012
Yesterday's Island   May 2010 - September 2010
Assumption College Athletic Department   September 2006 - April 2010
City Living Magazine  January 2009 - May 2009
Hy-Line Cruises  June 2003 - August 2008

Education
Assumption College   2006 — 2010
Bachelors Degree, English with a Concentration in Writing & Mass Communications, Minor in Marketing

Braintree High School   2002 — 2006

Kristen Elmer Kristen Elmer Greater Boston Area Details
Kristen Elmer's Massachusetts Society of CPAs, Inc. Experience 2011 - Present
Job Director of Marketing at CBIZ Tofias
Industry Accounting
Experience
CBIZ Tofias & Mayer Hoffman McCann P.C.   January 2005 - Present
Massachusetts Society of CPAs, Inc.   2011 - Present
Carlton Fields (now Carlton Fields Jorden Burt)   2002 - 2004
WestWayne, Inc. (now 22squared)   1998 - 2000
FKQ Advertising  1997 - 1998

Skills
Strategic Planning, Marketing Communications, Event Management, Marketing Strategy, Event Planning, Social Media Marketing, Public Relations, Budgets, Project Management, Corporate Branding, Lead Generation, Website Development, Advertising, Services Marketing, Internal Communications, Email Marketing, Corporate Blogging, Marketing, SEO, Press Releases, Social Media

Education
University of Florida College of Journalism and Communications   2000 — 2002
Master of Arts in Mass Communication

Emory University   1993 — 1997
Bachelor of Arts, English

Tampa Prep   1989 — 1993
High School

Elisabeth Peterson Elisabeth Peterson Greater Boston Area Details
Elisabeth Peterson's Massachusetts Society of CPAs, Inc. Experience 1984 - 1988
Job Director of Alumnae Relations
Industry Education Management
Experience
The Winsor School  August 1996 - Present
Castle Hill Events   1996 - Present
New England Life Insurance   1988 - 1996
Massachusetts Society of CPAs, Inc.   1984 - 1988

Skills
Fundraising, Strategic Planning, Program Development, Relational Databases, Event Management, Social Media, Event Planning, Editing, Non-profits, Community Outreach, Nonprofits, Volunteer Management, Management, Annual Giving, Project Management, Stewardship, Philanthropy, Higher Education, Public Speaking

Education
Ohio Wesleyan University   1980 — 1984
B.A., International Business

The Winsor School   1974 — 1980
Diploma

Kristin Costa, CPA, MBA, MST Kristin Costa, CPA, MBA, MST Greater Boston Area Details
Kristin Costa, CPA, MBA, MST's Massachusetts Society of CPAs, Inc. Experience May 2011 - May 2013
Job Tax Senior Manager at Baker Newman Noyes
Industry Financial Services
Experience
Baker Newman Noyes  January 2012 - Present
NAWMBA Boston Chapter   April 2010 - April 2015
Massachusetts Society of CPAs, Inc.   May 2011 - May 2013
Braver PC  September 2007 - January 2012
George W. Malloy, CPA   August 2006 - August 2007
Walter & Shuffain, P.C.   September 2003 - July 2006
Partners HealthCare  June 2002 - January 2003

Skills
Networking, CPA, Business Tax Planning, Tax, Accounting, Leadership, Corporate Tax, Tax Preparation, Income Tax, Tax Accounting, Tax Research, Partnership Taxation, International Tax, Tax Returns

Education
Suffolk University - Sawyer Business School   2006 — 2010
MST, Taxation

Suffolk University - Sawyer School of Management   2006 — 2010
MBA

Boston University - School of Management   1999 — 2003
Bachelor of Science, Accounting and Finance

Plymouth North High School

Brendan Sullivan Brendan Sullivan Greater Boston Area Details
Brendan Sullivan's Massachusetts Society of CPAs, Inc. Experience June 2015 - Present
Job Marketing Specialist at Massachusetts Society of CPAs, Inc.
Industry Marketing and Advertising
Experience
Massachusetts Society of CPAs, Inc.   June 2015 - Present
Greater Holyoke YMCA  September 2014 - May 2015
Greater Holyoke YMCA  September 2014 - May 2015
YMCA of Greater Boston  May 2014 - September 2014
YMCA of Greater Boston  April 2012 - September 2014
Feeley & Driscoll, P.C.   May 2011 - September 2014
Valley Vodka, Inc.   May 2009 - May 2011
Holyoke Community College  September 2010 - April 2011
Uno Chicago Grill  May 2006 - April 2011
Boys & Girls Club of Holyoke   May 2009 - August 2009

Skills
Event Planning, Social Media, Social Media Marketing, Marketing, Email Marketing, Social Networking, Microsoft Excel, Marketing Strategy, Creative Writing, Customer Service, Leadership, Time Management, Coaching, Writing, Facebook, LinkedIn, PowerPoint, Marketing Communications, Microsoft Office, Microsoft Word, Event Management, Public Relations, Press Releases, Graphic Design, Fundraising, Public Speaking, Advertising

Education
Bridgewater State University   2006 — 2010
B.A., Communication Studies

Bond University   2009 — 2009
Australian Studies

Holyoke High School   2002 — 2006

Malissa Wood Malissa Wood Waltham, Massachusetts Details
Malissa Wood's Massachusetts Society of CPAs, Inc. Experience February 2014 - September 2015
Job Senior Coordinator, Conferences & Events at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network  October 2015 - Present
Massachusetts Society of CPAs, Inc.   February 2014 - September 2015
Air & Waste Management Association  September 2008 - February 2014

Education
Penn State University   2007 — 2008
MBA

Elizabethtown College   2003 — 2007
BS, Business Administration

Wendy Schoenfeld Wendy Schoenfeld Greater Boston Area Details
Wendy Schoenfeld's Massachusetts Society of CPAs, Inc. Experience October 1994 - September 1996
Job Marketing Project Coordinator at Babson College
Industry Hospitality
Experience
Babson College  July 2013 - Present
Bed and Breakfast Associates Bay Colony   March 2010 - July 2013
Natixis Global Asset Management  August 1998 - January 2009
Bridgeman Communications  September 1996 - August 1998
Massachusetts Society of CPAs, Inc.   October 1994 - September 1996
Spring Hill College  July 1993 - June 1994

Skills
Microsoft Office, Social Media, Public Relations, Corporate Communications, Media Relations, Press Releases, Social Media Marketing, Editing, Internal Communications, Strategic Communications, Facebook, Newsletters

Education
Lafayette College   1989 — 1993
Bachelor of Arts (B.A.), Enlish

Steven Sokol Steven Sokol Danvers, Massachusetts Details
Steven Sokol's Massachusetts Society of CPAs, Inc. Experience 2000 - 2005
Job CPA
Industry Accounting
Experience
Steven P. Sokol CPA   October 1988 - Present
Massachusetts Society of CPAs, Inc.   2000 - 2005
Multi-Office Regional CPA Firm   June 1974 - September 1988

Skills
Business Strategy &..., Tax Planning &..., Corporate Tax, Financial Reporting &..., Accounting, Budgets, QuickBooks, Peachtree, Financial Statements, Tax, Auditing, Business, CPA, Start-ups, Financial Reporting, Financial Accounting

Education
Northeastern University   1969 — 1974
BS, Accounting

MSCPA, AICPA, Many other education providers
Continuing Education, Taxation, Accounting, Planning

Patricia Mallard Patricia Mallard Orlando, Florida Details
Patricia Mallard's Massachusetts Society of CPAs, Inc. Experience January 1994 - October 1997
Job Executive Administrative Assistant
Industry Legal Services
Experience
The Walt Disney Company  August 2015 - Present
AAR Airlift Group, Inc.   February 2014 - August 2015
BNY Mellon  March 2011 - October 2012
Bingham McCutchen  April 2000 - July 2009
Hinkley, Allen and Snyder LLP   December 1999 - March 2000
Hanify & King, P.C.   May 1998 - December 1999
Davis, Malm & D'Agostine, P.C.   October 1997 - May 1998
Massachusetts Society of CPAs, Inc.   January 1994 - October 1997
Massachusetts Society of CPAs, Inc.   April 1981 - February 1987
USAF  1979 - 1981

Skills
Executive..., Positive Can-do Attitude, Microsoft Office, Customer Service, Confidentiality, Executive Calendar..., Highly detail oriented, Highly motivated..., Quick Study, Works well under..., Meeting Planning, PeopleSoft, Oracle, Kronos Timekeeping, Travel Arrangements, AMEX Travel Online, Team-oriented, Taleo, Internet Research, QuickBooks, Online Research, Human Resources

Education
Tom P Haney Technical Center
High School Diploma