famous people
KEY:
NORTHEAST OHIO REGION
(Amherst, Cleveland, Medina & Mentor offices) WEST CENTRAL OHIO REGION
(Dublin & Lima offices)
EAST CENTRAL OHIO REGION
(Millersburg, New Philadelphia & Wooster offices) SOUTHEAST OHIO REGION
(Cambridge, Marietta & Zanesville offices)
CERTIFICATIONS, DESIGNATIONS
AND AWARDS
NORTHEAST OHIO REGION
Kathy LaMonica earned the Vertex
Certified Professional designation.
EAST CENTRAL OHIO REGION
Jesse Kandel passed the CPA exam.
Kyle Stemple earned the Certified Exit
Planning Advisor (CEPA) designation.
WEST CENTRAL OHIO REGION
Cole Reynolds passed the CPA exam.
Mary Beth Koester earned the CEPA
designation.
Cindy Kula
• The Changing Tax Landscape and
How to Handle It, Medina Chamber
of Commerce, Lorain County
Chamber of Commerce, Burton D.
Morgan Center
• Taxable Fringe Benefits and Tax
Reform, Municipal Finance Officers
Association of Ohio
Luke Lucas
• The Changing Tax Landscape
and How to Handle It, Medina
Chamber of Commerce, Lorain
County Chamber of Commerce,
Burton D. Morgan Center
EAST CENTRAL OHIO REGION
SOUTHEAST OHIO REGION Andrew Geiser
Josh Agin and Lane McCartney
passed the CPA exam. • Tax Update for Individuals &
Businesses, Holmes County
Chamber of Commerce
Doug Houser earned the CEPA
designation.
Maribeth Wright was honored as
the 2018 Chaddock Philanthropist
of the Year by the Foundation for
Appalachian Ohio.
Paul McEwan
• Fiduciary Processes for Selecting
and Monitoring Stable Value Funds,
Nationwide Insurance Lunch Event
Jordan Miller
DEMONSTRATED EXPERTISE
& THOUGHT LEADERSHIP • Tax Update for Individuals &
Businesses, Holmes County
Chamber of Commerce
Speaking Engagements Rebecca Weiand
NORTHEAST OHIO REGION
Ryan Dumermuth
• Implications of the New Tax Law,
Tuscarawas Dental Society
Joe Giorgio
• Tax Tips for the Upcoming Filing
Season, Medina County Young
Professionals Association
• Capstone Conversation, Capstone
Marketing podcast
Dave Cain
• unsuitable on Rea Radio, Note
To Future Me podcast
Mary Beth Koester
• Veterinary Practices: Unleashing
Value, Business Valuation Resources
webinar
Brian Garland
• How To Be Effective In The Cyber-
security Battle, Ohio Association of
Community Health Centers’ Annual
Conference
SOUTHEAST OHIO REGION
Doug Houser
• Using Your Advisory Relationships
To Add Value & De-Risk; Future
Outlook, Construction Industry
Forum & Outlook
Brigette Lafferty
• Fiduciary Processes for Selecting
and Monitoring Stable Value Funds,
Nationwide Insurance Lunch Event
• How To Use Data In The World Of
Marketing, Walsh University Writing Published
WEST CENTRAL OHIO REGION Cindy Kula
Christopher Axene
• Tax Planning, Professional Ethics,
Tax and Estate Updates Seminar
NORTHEAST OHIO REGION
• “Timing, Planning Key For Small-Biz
Tax Considerations,” Cleveland
Jewish News
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