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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