Accounting

Jerry J McPherson CPA

September 23, 2019 

Jerry J. McPherson, CPA, CFE – 2019 40 Under 40 Honoree

Jerry J. McPherson, CPA, CFE Managing PartnerThe Mathias Group, CPAswww.themathiasgroup.com Jerry J. McPherson is Founder and Managing Partner of The Mathias Group, located in Tempe, AZ. The firm offers tax resolution, accounting , and attestation services to individuals and businesses. Jerry has positioned himself as a subject matter expert in emerging industries including cannabis taxation,...…

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September 23, 2019 

Ryan E. Scharar, JD, CPA, MBA – 2019 40 Under 40 Honoree

Ryan E. Scharar, JD, CPA, MBA Attorney-CPA Scharar Law Firm, PCFort Worth, TX www.scharartax.com Career Highlights: Passing the CPA exam and starting my career with PricewaterhouseCoopers was a dream come true. Passing the bar exam and joining a downtown Fort Worth law firm was another dream come true.  In 2014 I started my law firm...…

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September 23, 2019 

Lindsay Stevenson, CPA, CGMA – 2019 40 Under 40 Honoree

Lindsay Stevenson, CPA, CGMA Vice President – Finance & Tax 1st Financial Bank USADakota Dunes, SDhttps://www.1fbusa.com/fscm/  Career Highlights: Graduated Gonzaga University (Go Bulldogs!) CPA in 2013 (after 8 years in the profession and 3 kids!) Graduated AICPA Leadership Academy (Class of 2015) 2015 SDCPA Outstanding Young CPA Award 2017 AICPA Outstanding Young CPA Award Appointed...…

Rebekah Brown CPA MACPA BLI

September 23, 2019 

Rebekah Brown, CPA – 2019 40 Under 40 Honoree

Rebekah Brown, CPA Director of Development Maryland Association of CPAs and The Business Learning Institute Towson, Maryland macpa.org / blionline.org Career Highlights: Three years in public accounting before leaving to work on behalf of CPA profession at MACPA/BLI Seven years at MACPA/BLI, moving from Learning Consultant, to Membership Manager and now Director of Development MACPA...…

Swati-Prof potrait 2019

September 23, 2019 

Swati Garodia, MBA – 2019 20 Under 40 Honoree

Swati Garodia, MBA Global Head of Products, Tax & Accounting Professionals BUThomson Reuters www.ThomsonReuters.com Career Highlights: As the Global Head of Products for the Tax & Accounting Professionals at Thomson Reuters, I lead a team of over 500 employees, including 200+ experienced CPAs. We deliver customer-led innovation through flagship brands such as Checkpoint, UltraTax CS,...…

Richard L Ward CPA

September 23, 2019 

Richard L. Ward, CPA/PFS, CFP® – 2019 40 Under 40 Honoree

Richard L. Ward, CPA/PFS, CFP® CPA Financial Planner Capital Configuration, LLC Pittsburgh, PA www.capitalconfiguration.com Career Highlights: First in family to graduate from college/university New hire (1 of 100 out of 1,000) selected to attend KPMG 2008 Global Audit Training in Athens, Greece. July 2014 started my own practice – Capital Configuration, LLC 2014 Five Star...…

Damien Greathead MBA

September 23, 2019 

Damien Greathead, MBA – 2019 20 Under 40 Honoree

Damien Greathead, MBA Global Accountants Programs & Partner Marketing Receipt Bank Washington DC www.receipt-bank.com Career Highlights: Established 2020 Group USA with Chris Frederiksen, a membership and consulting group for small and medium-sized firms, that was acquired by Panalitix. Opened the North America office for Receipt Bank to better serve US and Canadian accountants and bookkeepers...…

Caleb Bullock CPA

September 23, 2019 

Caleb R. Bullock, CPA, CGMA – 2019 40 Under 40 Honoree

Caleb R. Bullock, CPA, CGMA Director of Business DevelopmentSomerset CPAs and AdvisorsIndianapolis, IN www.somersetcpas.com  Career Highlights: Passing the CPA Exam (2010) – Any CPA will tell you that this is a milestone in their career; I am no exception. Joining Somerset (2012) – After joining Somerset, I quickly realized that this would be my professional...…

Danielle Supkis Cheek CPA

September 23, 2019 

Danielle Supkis Cheek, CPA, CFE, CVA – 2019 40 Under 40 Honoree

Danielle Supkis Cheek, CPA, CFE, CVA Director, PKF Texas – CPAs & Professional AdvisorsHouston, TX www.PKFTexas.com Career Highlights: “Most Powerful Women in Accounting” List, AICPA and CPA Practice Advisor, 2016, 2017, 2018, 2019  “40 under 40,” CPA Practice Advisor, 2014, 2015, 2016, 2017, 2018, 2019 Women Who Mean Business, Houston Business Journal, 2019 Distinguished Member...…

Marjorie Adams

September 23, 2019 

Marjorie Adams – 2019 40 Under 40 Honoree

Marjorie Adams CEO, FourlaneAustin, TXwww.fourlane.com Career Highlights: Top QSP since 2010 Writer of the QBES certification for Intuit Over 40 employees in 10+ states Accounting Today top Technology firm 2019 First employees still work for Fourlane 8 years later. What are you doing to make a difference in the profession, your community, the world? We...…

Steven J Baum CPA

September 23, 2019 

Steven J. Baum, CPA – 2019 40 Under 40 Honoree

Steven J. Baum, CPA Principal, Friedman LLP Hoboken, NJ https://www.friedmanllp.com  Career Highlights: Steve Baum, a Principal at Friedman LLP, is the embodiment of a “game-changer.” He is a leader in the firm’s Public and Private Companies Assurance group, where he specializes in digital currency and blockchain technology auditing.  Steve works at the intersection of business...…

Elizabeth Pittelkow Kittner Headshot

September 23, 2019 

Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM – 2019 40 Under 40 Honoree

Elizabeth Pittelkow Kittner, CPA.CITP, CGMA, DTM Head of FinanceInternational Legal Technology Association (ILTA)Chicago, ILhttps://www.iltanet.org Career Highlights: Passing the CPA Exam Working in public, corporate, and nonprofit accounting Attending AICPA’s Leadership Academy Earning my CITP and CGMA designations Achieving DTM status in Toastmasters Serving as a volunteer leader for the AICPA and Illinois CPA Society Speaking...…