Rea's Annual Report In Motion: 2016 Annual Report | Page 12

FAMOUS

PEOPLE

Chad Gorfido obtains the advanced single audit certification from the American Institute of CPAs. This certification tests and demonstrates one’ s ability to plan, direct and report on single audits in accordance with the latest requirements of the new Uniform Guidance.
Darlene Finzer is appointed to the Tuscarawas County University Branch District Board of Trustees, which governs the campus at Kent State University at Tuscarawas.
Brenner Lewis( Millersburg) is promoted to staff accountant.
SEPTEMBER 2016
Rea & Associates purchases PMAgroup, a well-known and highly respected dental transition firm located in Northeast Ohio. Matt Scherer joins PMAgroup as its president.
Trista Acker earns her National Social Security Advisors certification from the National Social Security Association.
Chad Welty moderates two sessions at the Government Finance Officers Association conference. Zac Morris presents at this conference about“ The‘ Value’ of an Audit.” Brian Garland( Dublin) presents on“ Intermediate Excel Formulas, PivotTables and Other Tips and Tricks.”
Mary Beth Koester( Dublin) is featured in a Forbes. com article about factors that affect the selling price when exiting your business.
Becca Davis presents on search engine optimization / Google compliance to the Marketing Special Interest Group of Moore Stephens North America.
Rea wins first place in The Times- Reporter( New Philadelphia) Reader’ s Choice 2016 Awards for best accountant.
Mark Fearon speaks to local funeral directors about succession planning.
Rea partners with FirstMerit, EasyIT and Taft Stettinius & Hollister, LLP to present Part 2 of“ The Columbus Cybersecurity Series.” Attendees learn about real-life attacks on business and what they can do to deter cybercriminals.
Lane McCartney( Zanesville) and Allie Hinton( New Philadelphia) are promoted to staff accountant.
Inez Bowie( Marietta) is named the 2015-2016“ Kiwanian of the Year” for her service and dedication to the Kiwanis Club of Marietta.
Annie Yoder and Renee West join the OSCPA Salary & Benefits Task Force. This task force is assisting with the creation and implementation of the state’ s first CPA Salary & Benefits survey.
Annie Yoder teaches the senior-level Auditing course at Walsh University.
Joe Popp teaches Studio Art / Entrepreneurship and Comic Practicum courses at the Columbus College of Art & Design.
OCTOBER 2016
Kyle Stemple facilitates NicheWorks Manufacturing Group’ s roundtable discussion.
Heather McNichols begins teaching a QuickBooks course at the University of Akron’ s Holmes County campus.
Paul McEwan, Angie Isakson and Darlene Finzer present“ Maximizing the Value of Your Plan Audit” at the Columbus Retirement Plan Sponsor Forum.
Mindee Johnson becomes treasurer for the Tuscarawas Arts Partnership.
Joe Giorgio( Medina) is promoted to client service specialist.
Rebecca Weiand volunteers with the Professor for a Day program at Walsh University and speaks to students about the marketing profession.
Tim McDaniel co-hosts Prosperity Partners USA’ s event“ Finding Money: Revealing Strategies For Business Growth.”
REA PROMOTES 30 EMPLOYEES:
To equity principal:
Zac Morris( Millersburg) Matt Pottmeyer( Marietta)
To principal:
Brent Ardit( Dublin) Dustin Raber( Wooster) Scott Moyer( Zanesville)
To senior manager: Melane Howell( Dublin) Ashley Matthews( Dublin) Derek Conrad( New Philadelphia) Chad Gorfido( Medina) Ben Froese( Wooster) Matt Sanders( Dublin) Ted Klimczak( Medina) Joe Popp( Dublin)
To manager: Susan Custer( New Philadelphia) Anne M. Baker( New Philadelphia)
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