Valerie Wendt
2005–2008
Valerie Wendt is the Product Manager at Bisk Education, Inc., in Tampa, Florida
where she has served since January, 1995. Valerie serves as product manager
for the CPA Review product division as well as the Continuing Professional
Education division where she oversees the product development and issuance
of all CPA Review and Continuing Education programs as well as acts as the
organization's liaison to the State Boards of Accountancy and the National
Association of State Boards of Accountancy. Prior to joining Bisk Education,
Valerie served as a Corporate Trainer for Progressive Insurance Company in
Tampa, Florida.
Valerie is a graduate from Saint Leo University in Tampa, Florida with a degree
in Business Administration and Management Information Systems and is a professional
affiliate member of the Florida Institute of Certified Public Accountants.
She is also a member of the American Professional Accounting Certification
Providers Association.
Valerie Wendt
Product Development Manager
Bisk Education, Inc.
9417 Princess Palm Avenue
Tampa , FL 33619-8313
Tel: 800/874-7877 x 4328
FAX: 813/627-9441
E-mail: val@bisk.com
Ken Bansemer
2005-2008
Ken is the National Director of Recruiting for RSM McGladrey, Inc and McGladrey & Pullen,
LLP. He is responsible for directing the firms recruiting initiatives
for both college and experienced professionals. Ken has over 15 years
of experience working in public accounting, first as an intern, then as a client
service professional and more recently working in various Human Resources and
Recruiting capacities. His experience prior to joining RSM McGladrey
in 2004 includes 12 years with Arthur Andersen, and 2 years with Grant Thornton,
where he was the National Director of University Recruiting.
Ken graduated from of the University of Illinois at Champaign-Urbana with a bachelors
degree in Accounting. He currently resides in Charlotte , North Carolina.
Ken Bansemer
Director, National Recruiting
RSM McGladrey, Inc.
One Morrocroft Centre, Ste. 200
6805 Morrison Blvd.
Charlotte, NC 28211
W 704-362-5739 F 704-362-4767
Ken.Bansemer@rsmi.com
www.rsmmcgladrey.com
Jessica Harrison
2005-2008
Jessica Harrison
Protiviti
120 South LaSalle St.
Suite 2200
Chicago, IL 60603
Phone: (312) 476-6311
Fax: (312) 476-6811
www.protiviti.com
Scott Thompson and CPAmerica Regional Contacts
2008-2010
Scott is The Director of Campus Recruiting and Marketing for CPAmerica International. CPAmerica International is one of the world's largest networks of independent CPA and consulting firms. It consists of more than 70 large, closely integrated CPA firms across the United States and, through CPAmerica's strategic alliance with Horwath International, more than 15,000 professionals in 85 countries around the world. CPAmerica's collective resources enable affiliate member firms to serve clients as if members were a national firm. Scott graduated from the University of Florida in 2003 with a BA in History .
Campus Recruiting Director
CPAmerica International
11801 Research Dr.
Alachua FL 32615
1.800.992.2324
sthompson@cpamerica.org
www.cpamerica.org
CPAmerica Inc. – Advisory Forum Contact Scott Thompson
The CPAmerica contact names listed for each region are:
- Western Region – Scott M. Sachs, Good Swartz & Berns LLP, Sherman Oaks, CA 818-205-2600 scott.sachs@gsbbcpa.com
- Southeast Region – Sarah Werner, Frazier & Deeter, LLC, Atlanta GA, 404-253-7500 sarah.werner@frazierdeeter.com
- Southwest Region – Guy Tabor, Harper & Pearson Company, P.C., Houston TX 713-622-2310 gtabor@haperpearson.com
- Atlantic Coast Region – Kristen M. Shaw, Wheeler, Wolfenden & Dwares, P.A., Wilmington DE 302-254-8240 kshaw@wwd-cpa.com
- Rocky Mountain Region – Greg H. Livin, Bradley, Allen & Associates, LLP, Lakewood CO 303-988-1900 greg.livin@bradleyallen.com
- Midwest Region – David J. Nissen, Mueller & Co. LLP, St. Charles IL 630-377-2550 dnissen@muellercpa.com
- Missouri Valley Region – Scott D. Sorenson, Frankel, Zacharia, Arnold, Nissen, Stamp & Reinsch, LLC, Omaha NE 402-496-9100 ssorenson@fzacpa.com
- Northwest Region – Daryl V. Knox, AKT, Salem OR 503-585-7774 dknox@aktcpa.com
Stephanie Liebman
2006-2008
Stephanie is an Executive Audit Manager for EDS, a leading global technology services company delivering business solutions to its clients. She is in charge of Audit Operations within the Corporate Audit department and developing a best-in-class global infrastructure for Corporate Audit leading to high performance and operational excellence. She has audit responsibility for EDS on EDS, including the corporate functions and Business Transformation Outsourcing areas. Her responsibilities include assessment of risks, internal controls, operational effectiveness and efficiency, and enhanced governance within EDS.
Her business experience includes fourteen years of internal and external auditing within the public and government sectors with a focus on financial, operational, and forensic auditing disciplines. Stephanie received a Bachelor of Science in Accounting from Arizona State University. She is a Certified Public Accountant and a Certified Fraud Examiner.
Stephanie Liebman
EDS - Corporate Audit
5400 Legacy Drive
Plano, TX 75024
Phone 972.605.1513
Fax 972.605.3608
Email: stephanie.liebman@eds.com
Alexandra Miller
2004-2007
Alexandra Miller is the owner of her own accounting firm in Tucson, Arizona – Alexandra L. Miller, CPA, P.C. Her tax and accounting practice specializes in individuals, estates, trusts, small businesses and the construction industry. Alex graduated from the University of Arizona with degrees in accounting and management.
Alex has been a member of the American Woman’s Society of Certified Public Accountants (AWSCPA) since 1991 and is a past national president. She has also held numerous positions in her Tucson affiliate. Alex is currently a member of the American Institute of Certified Public Accountants’ (AICPA) Work/Life and Women’s Initiatives Executive Committee and is the AWSCPA representative on the Beta Alpha Psi International Advisory Forum. She is also a member of the American Society of Women Accountants (ASWA), the National Association of Women in Construction (NAWIC), the American Business Women’s Association (ABWA) the Arizona Society of CPAs (ASCPA), Women in Tax and Finance, and is actively involved in the Education Foundation for Women in Accounting (EFWA.)
1200 N. El Dorado Pl., Ste. 120
Tucson, AZ 85715-4669
Telephone: 520-721-5000
Fax: 520-721-5044
Email: alexmillercpa@mindspring.com
Jodi L. Ryan
2007-2010
Jodi Ryan is the Manager – Student and Academic Relations at the Institute of Management Accountants (IMA). In this position, Jodi is responsible for maintaining and building relationships between IMA and the student and academic communities which includes student chapter relations, academic outreach, and coordination of competitions and awards. She also oversees the development of the IMA Student Leadership Conference and IMA’s participation in the Solomon Colloquium.
Previous to joining IMA, Jodi was with the AICPA for fifteen years. She served as Manager – Recruiting Programs and directed the development of the award-winning Takin’ Care of Business video and associated career and curriculum materials. She also managed the development of two TV shows, Penny Wise and Business Building Blocks, which aim to educate middle and high school students about the importance of personal finance, money management and the accounting profession. She wass a key contributor to the StartHereGoPlaces student recruitment campaign and served as the point person for the Catch Me If You Can forensic accounting game and Money Means Business online student workshop. She was instrumental in the launch and maintenance of the AICPA Student Affiliate/On-Campus Champion programs.
Jodi graduated from Lehigh University with a BS degree in Accounting. Her work experience prior to joining the AICPA includes exposure to the audit, human resources and training areas within two of the Big Four public accounting firms. She lives in Montvale, NJ with her husband John and two children, Jennifer and Matthew. She is active in her local Junior Woman’s Club and Parent Teacher Organization.
Manager – Student and Academic Relations
Institute of Management Accountants
10 Paragon Drive
Montvale, NJ 07645
Phone: 800.638.4427 x1556/201.474.1556
Email: jryan@imanet.org
Kristine L. Caratan
1999–2008
Kristine (“Tina”) L. Caratan is a business assurance partner at Moss Adams LLP – San Francisco. Tina is the Firm's Northern California Not-for-Profit niche leader. Prior to rejoining Moss Adams, she was the audit partner at two local San Francisco based CPA firms.
Tina is a member of the AICPA, California State Society of CPAs and the American Woman's Society of CPAs. She is licensed in California and New York , Massachusetts , Illinois , Georgia , and the District of Columbia . Amongst her various professional and civic activities, she served on the California State Board of Accountancy's Qualifications Committee, which is charged by the Board to review all applications for CPA license, for 15 years, in 2001. She chaired the committee for three years.
Tina received a BSC degree in 1974 from Santa Clara University . In addition to her professional activities, she has been actively involved in the Santa Clara alumni association and various other community service organizations in the San Francisco Bay Area.
Tina Caratan, CPA - Partner | MOSS ADAMS LLP
Not-for-Profit Services Group
One California St, 4th Floor | San Francisco, CA 94111
Phone 415.677.8207 | Fax 415.956.4149 |
Mobile 415.385.1821
kristine.caratan@mossadams.com
Alfonzo Alexander
2007-2010
Alfonzo Alexander is Vice President of Development for the NASBA Center for the Public Trust and Business Developer for the National Association for State Boards of Accountancy (NASBA). In these roles Mr. Alexander leads the development efforts and assists with the programming and strategic planning for both NASBA and its Center for the Public Trust.
Prior to joining NASBA, Alexander served as the Regional Manager & Managing Director for the Southeast Region of INROADS, Inc. where he led operations and business development in Georgia, North Carolina, South Carolina, Tennessee and Virginia. He joined INROADS as Managing Director of their Memphis office in 1995 and was named Area Manager in 1998. In 2001 he was promoted to Regional Manager and Managing Director. Prior to joining INROADS, Alexander held several positions in operations management and human resources at the Quaker Oats Company.
In 2003 Alexander used his background and experience in career development and organizational development to start his own coaching and consulting practice called Success Solutions, Inc. Through Success Solutions, he provides career development and career transition coaching and consulting for professionals at all levels, and consulting services for small businesses and entrepreneurs.
Alexander is a certified career coach, and a certified facilitator. He does several speaking and training engagements each year on career and leadership topics across the United States. He also serves on the Nashville Chamber of Commerce’s Employers’ Council and the board of directors for the National INROADS Alumni Association and Youth Encouragement Services.
Alexander earned a Bachelor of Science degree in Business Administration with an emphasis on Human Resources Management from Tennessee Technological University. He is married to Neischa Alexander and they have three daughters, Ashley (18), Te'lor (13), and Alexis (4).
Vice President, Development
National Association for State Boards of Accountancy
150 Fourth Avenue North - Suite 700
Nashville, TN 37219
Phone: 615-312-3815
Email: aalexander@nasba.org
Veronica Johnson
Veronica Johnson
Director of Academic Relations
The Institute of Internal Auditors
247 Maitland Avenue
Altamonte Springs, FL 327701
Phone (407) 937-1376
vjohnson@theiia.org
Thomas G. Woods
2007-2010
Tom Woods is a Vice President at AXA Financial, Inc. (formerly Equitable Life Assurance Society of the U.S.) where he is responsible for leading an internal audit team in providing coverage for the company’s investment, broker dealer and wholesale operations. Before this position, Tom held various internal audit positions helping him develop a well-rounded understanding of all facets of the company. Prior to joining AXA Financial, Tom held supervisory positions at Salomon Brothers, Inc. and Pannell Kerr Forster, CPA’s.
Tom received his Bachelor of Business Administration in Accounting from Baruch College in New York City. He is a member of the Institute of Internal Auditors (IIA), American Institute of Certified Public Accountants, the New York State Society of CPA’s and the Insurance Internal Audit Group.
Over the years, Tom has been active in the IIA at the International and the New York Chapter levels. On the International front, Tom serves as chairman of the Academic Relations Committee and is very active as one of its conference speakers and seminar instructors. For the New York chapter, Tom has served as chairman of the Academic Relations Committee, Executive Committee member and President for the 2003-2004-chapter year. Tom currently is a member of the New York Chapter Board of Governors. Tom currently serves on the internal audit concentration advisory boards for Baruch College and Louisiana State University.
Thomas G. Woods, CIA, CPA, CFSA, CCSA, FLM
New York, NY
Phone (212) 314-5432
Peter Aliferis
2006 – 2008
Mr. Aliferis is the Deputy Executive Director, Operations and the Director of Professional Certification for the Association of Government Accountants (AGA). He is responsible for improving the global recognition of the Certified Government Financial Manager (CGFM) program and enhancing the acceptance the AGA certificate as the premier certification for governmental financial managers. Prior to joining the AGA, Mr. Aliferis was the Dean of Curriculum for Government Auditing, Accounting, Budgeting and Financial Management at the Graduate School, United States Department of Agriculture. While there, he developed, promoted, conducted, and evaluated comprehensive training programs for federal, state, and local government audit and financial management personnel. He was responsible for a fully integrated training program that offered financial management educational opportunities from the entry level to a Master’s Degree in Public Sector Auditing that he established.
Prior to the Graduate School, Mr. Aliferis was the Director of the Special Projects Office, Office of the Comptroller General of the United States at the United States General Accounting Office (GAO). During his career at the GAO, he was also the Director of Operations of the Accounting and Information Management Division, then GAO’s largest technical division. Previously, he was the Director of the Office of International Audit Organization Liaison, where he was instrumental in the setting of INTOSAI world-wide guidelines and standards for Internal Controls, Auditing and Accounting. Mr. Aliferis also managed the International Auditor Fellowship Training Program, which provided high quality training to senior officials from national audit offices from other countries. Before joining the GAO he served in the U.S. Army, from 1969 to 1972.
Mr. Aliferis holds a Masters’ Degree in Business Administration from Boston University and a Bachelor of Science in Business Administration from Norwich University. He is a Certified Government Financial Manager.
Mr. Aliferis is a member of the Association of Government Accountants, the Institute of Internal Auditors, the Board of Directors and President of the International Consortium of Government Financial Management, and the Institute of Management Accountants. He was a member of the Financial Audit Committee of the National Aeronautics and Space Administration (NASA). Mr. Aliferis is the former Chairman of the Board of Browne Academy, a not-for-profit elementary school in Alexandria, Virginia, and a member of the Board and Vice President of the Independent School Chairpersons Association. He is a University Fellow, and a member of the Board of Fellows of Norwich University. He has received numerous awards in recognition of his contributions including GAO’s Distinguished Service Award, and his leadership was recognized by the Public Employees Roundtable in granting to GAO, their first time award for excellence in International Programs.
Peter V. Aliferis, CGFM
Deputy Executive Director, Operations
& Director of Professional Certification
Association of Government Accountants
2208 Mount Vernon Avenue
Alexandria, Virginia 22301
email:paliferis@agacgfm.org
web:www.agacgfm.org
Monique Brannon
2006-2007
Monique Brannon is the National Director of Recruiting for Grant Thornton LLP, the U.S. member firm of Grant Thornton International, one of the six global accounting, tax and business advisory organizations. Since joining Grant Thornton in April 1996, Monique has served in a number of different roles within Human Resources and Recruiting, including Director of Human Resources for the Cincinnati office, National Director of Human Resources for Specialty Client Services and National Director of Experienced Hire Recruiting. Prior to joining Grant Thornton, Monique progressively grew her Human Resources and Recruiting knowledge and experience in the Retail, Manufacturing, Distribution and Public Service sectors.
Monique graduated from Northern Kentucky University in 1985 with a BA in Psychology and obtained her Senior Professional of Human Resources (SPHR) certification in 2000. She also co-chairs the Women at Grant Thornton National Steering Committee and is a member of the American Accounting Association.
Monique Brannon
Director of Recruiting
Grant Thornton LLP
Phone: 513-345-4525
Fax: 513-345-4654
Email:monique.brannon@gt.com
Randy
L. Hultz
2003-2007
Randy oversees the firm’s recruiting, mentoring, continuing education
and retention programs. His responsibilities include coordinating the
administration of the firm’s recruiting, retention, mentoring and training
programs, coordinating course development, planning and developing training
materials, monitoring compliance with firm and professional standards
and working with local PICs, recruiting and CPE directors in administering
local office practices.
Randy was promoted to this position in 1990 after five years in BKD’s
Springfield practice office where he concentrated on audits of employee
benefit plans and retail, wholesale and manufacturing concerns.
Before joining BKD, Randy was an instructor of accounting at Southwest
Missouri State University, Springfield. He is a member of the American
Institute of Certified Public Accountants (AICPA), Missouri Society
of Certified Public Accountants, Society of Human Resource Management
(SHRM), American Management Association and American Society for Training
and Development. He is a member and past chair of the AICPA’s Education
Management Exchange Subcommittee. He is the past national president
of Delta Sigma Pi, a professional business fraternity with a membership
exceeding 175,000, and currently serves on the Delta Sigma Pi Leadership
Foundation Board of Trustees.
Randy received a B.S. degree in accounting from Truman State University,
Kirksville, in 1981 and a master’s of accountancy degree from Truman
in 1982.
BKD LLP
PO Box 1900
Springfileld, MO 65801-1900
Phone: 417 831-7283
Email: Rhultz@BKD.com
Shawn Harter
Chair-Elect
2005-2008
This past July, Shawn started his new role as the Director of Recruiting
Operations with Fifth Third Bank. For the past three years he served
as the National Director of Recruiting for RSM McGladrey, Inc. and
McGladrey and Pullen, LLP, based in Bloomington, MN. He joined the
firm in August 2002 and was responsible for all college relations
and recruitment efforts, which included college graduates and experienced
professionals.
Shawn began his career with Arthur Andersen and worked with them
for nearly 12 years in various positions including audit, operations
and most recently in several recruitment positions. Prior to joining
RSM McGladrey, Inc. and McGladrey and Pullen, LLP, Shawn directed
all North American university recruiting for Arthur Andersen.
Fifth Third Bank
Vice President
Director of Recruiting Operations
38 Fountain Square Plaza, 2 nd FL
MD 109021
Cincinnati , OH 45263
Tel 513/534-7196
FAX 513/534-4950
Email: Shawn.harter@53.com
Karen West
Manager, Financial Literacy & Student Initiatives
The Ohio Society of CPAs
2003–2007
Karen West joined The Ohio Society of CPAs in July 2002 in the newly-created position of Manager of Student Initiatives. This unique position was created to focus specifically on the challenge of attracting students to the CPA profession. Karen is responsible for identifying and creating opportunities and programs to reach students and those that influence their education and career decisions.
Students and educators at various levels of education comprise the target audience for these initiatives. These programs range from ACAP-Ohio (the high school Accounting Careers Awareness Program), On-Campus Student Ambassadors at the college level, a variety of member/student events, and Accounting for Kids Day which brings CPAs into local elementary classrooms.
Additionally, Karen manages both print and electronic communications efforts with students. She played a critical role in the launch of the Ohio Society’s student Web site, www.futurecpa.com. The site serves as the comprehensive source of information for students interested in a career as a CPA—everything from background information on the profession and accounting programs to career opportunities and internship postings.
In 2005, Karen’s position was expanded to include the Society’s financial literacy initiative – Financial Fitness Ohio. Her responsibilities include overseeing the development, implementation and promotion of the Society’s ongoing financial literacy program.
Karen has 10 years of experience in marketing and public relations. Before joining the Society, Karen worked at Franklin University in Columbus, Ohio in marketing and student recruiting.
Karen received her bachelor’s degree in journalism from the E.W. Scripps School of Journalism at Ohio University in 1995. She received her MBA from Franklin University in 2001. She and her husband reside in Westerville, OH.
The Ohio Society of CPAs
535 Metro Place South
Dublin, OH 43017
800.686.2727 ext. 344
kwest@ohio-cpa.com
www.futurecpa.com
www.financialfitnessohio.com
Melinda Bentley
2000-2007
Melinda Bentley is the Marketing Manager for the Texas Society of CPAs where she has served since 2000. Responsibilities include the development and implementation of membership recruitment and retention strategies, as well as managing TSCPA’s student and educator outreach initiatives.
TSCPA’s initiatives for students include the Accounting Career Education (ACE) Program and the student membership program. Through ACE, TSCPA reaches out to Texas students interested in business and accounting. With high school educator conferences, resource materials and classroom visits by CPAs, TSCPA hopes to attract a greater number of students to the accounting profession.
TSCPA’s student membership is open to college students majoring in business. This membership program links Texas students to their future profession and helps prepare them to become Texas CPAs. TSCPA student members get a head start on their careers through up-to-the-minute news, local networking events and opportunities for involvement.
Melinda is a graduate of Baylor University with a degree in Marketing. She is also a member of the American Society of Association Executives and the American Marketing Association.
Texas Society of CPAs
14651 Dallas Pkwy, Suite 700
Dallas, TX 75254-7408
1-800-428-0272, ext. 279
mbentley@tscpa.net
www.tscpa.org
Molly Wash
Molly Wash
Development and Academic Relations Director
Virginia Society of CPAs
mwash@vscpa.com
(800) 733-8272
www.vscpa.com
Scott McQuillan
Scott is a graduate of Central Michigan University, where he received a Bachelor of Arts degree in Human Resources as well as a Master’s degree in Higher Education Administration. Scott joined Deloitte in July of 1998 as the Campus Recruiting Manager for the Michigan Practice. Since joining Deloitte, Scott has recruited for every function within the firm in a campus recruiting capacity. Scott has worked as a local office campus recruiter, a national Campus Recruiter, Campus Recruiting Leader for the Great Lakes and Midwest Regions, Regional Recruiting Leader in the Midwest Region overseeing Campus and Experienced Hire Recruiting and currently Scott is the National Campus Recruiting Leader for Deloitte & Touche LLP and Deloitte Tax LLP. Prior to joining Deloitte, Scott had five years of experience working in higher education in college admissions and career services roles. Scott has served on the Board of Trustees of the American Taxation Association (2003-2005) and has been the Vice President of Practice, for the Midwest American Accounting Association since 2005.
Scott McQuillan
National Campus Recruiting Leader
Deloitte & Touche LLP
Deloitte Tax LLP
Deloitte Services LP
Tel: (or Direct:) +1 312 486 2193
Fax: +1 312 247 2193
smcquillan@deloitte.com
www.deloitte.com
111 S. Wacker Drive
Chicago, IL 60606
U.S.A
Lawrence
J. Oberst
1997–2008
Larry Oberst is an assurance partner with the Grand Rapids office
of BDO Seidman, LLP. He has spent 20 years in public accounting, the
last 17 with BDO in Grand Rapids. Larry’s client service responsibilities
include clients in the healthcare, governmental, retail, manufacturing/distribution
and telecomm industries. He also has responsibility for human resource
matters for the technical staff for the West Michigan practice of
BDO. In this role he is responsible for recruiting, compensation administration,
career counseling/mentoring, and employee performance evaluation.
Larry has a B.A. in accounting and an M.B.A. in finance, both from
Michigan State University. He currently is BDO’ representative
on the International Advisory Forum of Beta Alpha Psi. He is a member
of the Michigan Association of CPA’s, the American Institute of
CPA’s, the Healthcare Financial Management Association, the Economic
Club of Grand Rapids and the Professional Partners Program of the Butterworth/Blodgett
Foundation.
BDO Seidman, LLP
99 Monroe Avenue NW
Suite 800
Grand Rapids, MI 49503-2698
Work phone: (616) 774-7000
Fax: (616) 774-3680
Email: loberst@bdo.com
Blane
Ruschak
2003–2008
Blane Ruschak is the Director of College Recruiting in the Los Angeles
office of KPMG where he is currently responsible for the hiring of all
entry level Assurance and Tax department personnel for the Los Angeles
office. He has recently accepted a national role within the KPMG College
Recruiting department.
Blane attended Rutgers College in New Jersey and graduated with a Bachelors
of Science in Economics in 1980. He subsequently attended the University
of Hawaii at Manoa where he received a Masters in Accounting degree
in 1982. After graduation, he began his career in the audit department
of the KPMG Honolulu office where he serviced clients in the healthcare,
non profit, real estate, agribusiness and hospitality industries. From
1988-1989, he participated in a two year rotational program in KPMG's
national training center in Montvale New Jersey where he was responsible
for the development and instruction of numerous KPMG assurance courses.
Upon his return to the Honolulu office, Blane assumed the responsibility
of Primary Recruiter for the office in addition to servicing his assurance
clients in the hospital and hospitality industries. In 1994, Blane transferred
to the KPMG Long Beach office to assist with the Southern California
Health care assurance and consulting practice. In 1997, Blane transferred
to the Los Angeles office where he assumed the Director of College Recruiting
position for the Pacific Southwest area. He is a member of the California
Society of CPA's and currently sits on the Recruiting and Retention
Committee.
KPMG, LLP
355 South Grand Avenue
Los Angeles, CA 90071-1568
Fax: (213) 955-8747
Email: blaneruschak@kpmg.com
Luis Aguilar Jr.
Coordinator, Finance Development Program
Luis Aguilar is currently Manager of Chevron’s Finance Development Program. The goal of this formal program is to attract, develop, and retain highly talented undergraduates and MBA’s who are finance/accounting oriented individuals and have the potential to be future finance managers and leaders.
Luis attended Cal Poly, San Luis Obispo and graduated with a Bachelor of Science in Business Administration with a concentration in Financial Management and a minor in Economics. Since joining Chevron in 2000, he has held various accounting and treasury related positions from financial analyst to supervisor.
Previous roles have included responsibilities related to the Corporate Business Plan and Financial Forecast, Profit and Management Reporting, Internal Controls, and Cash Positioning / Money Transfer. He also recently served as a key member of the merger integration team tasked with migrating Unocal’s cash management activities into Chevron’s existing structure.
Luis is also actively involved in his local community, serving on the board of a local non-profit organization, Volunteer Center of the East Bay, and personally volunteering for such organizations as Habitat for Humanity, Save the Bay, and Junior Achievement.
Comptroller's Department
Chevron Corporation
6001 Bollinger Canyon Rd, E-1088
San Ramon, CA 94583-2324
Tel: 925 842 3804 Fax: 877 679 6847
l.aguilar@chevron.com
Mark Bruno
2007-2010
Mark Bruno is the Lake Erie Market Sourcing Leader at PricewaterhouseCoopers (PwC). He is responsible for the PwC campus and experienced recruitment in that market area which includes Buffalo, Cleveland, Pittsburgh and Rochester.
Mark began his career in the PwC audit practice upon graduation from Niagara University where he received his BBA in Accounting. He was also a Finance Officer - Captain in the U.S. Army. After several years in the Assurance practice he transferred to Human Resources. His previous PwC positions include over 25 years in Office Administration, Finance and Budget Management, and Human Resources Management in the areas of Recruitment, Staff Deployment, Development and Advancement, and Compensation Administration.
Mark is a member of the Society of Human Resources Management and is on the Advisory Boards of several colleges and universities and is on the Board of Directors of the PwC People Who Care Fund.
Mark A. Bruno
PricewaterhouseCoopers
3600 HSBC Center
Buffalo, NY 14203
Phone: 716-855-4304
Fax: 813-741-6913
Email: mark.a.bruno@us.pwc.com
Shannon Dickerson
Shannon began her federal career as a student co-op with the IRS in
1991, while still in high school. After high school graduation,
she became a secretary while she also attended college, and then
later a Tax Compliance Officer where she performed audits of simple
individual tax returns.
Her BA in Accounting then qualified her to become a Revenue Agent
in our SB/SE (Small Business / Self Employed) Division, where she
examined tax returns of small businesses, partnerships, and small
corporations. Throughout her career, she has worked on many
high profile and technically challenging cases. She also served
as an on-the-job instructor and played a very active role in training
and mentoring newly hired Revenue Agents (RA).
In 2005, Shannon became a Revenue Agent in our Large and Mid-Size
Business (LMSB) Division where her examinations took on the added
challenge of focusing on corporations with assets in excess of $10
million. She took advantage of IRS’ outstanding in-house
tax law training programs to move into this complex and demanding
field that requires additional accounting skills. She is now
on a 3-year assignment as a National Recruiter.
Shannon earned her Bachelor’s degree in Accounting from the
University of Maryland, University College, in College Park, Maryland. She
also holds a CPA in the state of Maryland.
As a CPA, she is very excited about representing the Internal Revenue
Service on the BAP Advisory Forum Panel. She finds it very rewarding
to be able to share any of her experiences with others in the accounting
field, who may be interested in a federal career.
Shannon Dickerson
National I.R.S. Recruiter
11510 Georgia Ave. 3rd fl.
Wheaton, MD 20902
vms (202) 283-8064
cell (240) 595-2403
fax (202) 283-0142
email shannon.dickerson@irs.gov
Les Vitale, CPA, MST
Vitale, Caturano & Co., LTD
80 City Square
Boston, MA 02129
Phone: 617-912-9000, extension 1235
Fax: 617-912-9001
E-mail: lvitale@vitale.com
Web: www.vitale.com
Tom Rogowski
2007-2010
Thomas P. Rogowski is the Program Director for Becker Professional Review where he has responsibility for the development and deployment of the CPA Review and CPE products. Prior to joining Becker, Tom has spent the majority of his career in public accounting, beginning as a Tax Consultant with Arthur Andersen and most recently serving as the National Director of University Recruiting for Grant Thornton.
Tom graduated from Indiana University with a bachelor's degree in Accounting and is a Certified Public Accountant. He currently resides in Hinsdale, Illinois.
Tom Rogowski, CPA
Becker Professional Review
Program Director
One Tower Lane
Suite 1100
Oakbrook, IL 60181
Phone: 630-706-3242
Fax: 630-706-3577
Email:
trogowski@beckercpa.com
