Discussion Leaders

AHI讨论领导人教授十大靠谱网赌网站会计任务和技能,除了基本的“为什么”程序被做. Participants are actively engaged with each other for most of the day, not sitting and listening to a lecture or watching a computer. 他们在有经验的讨论领袖的指导下讨论和解决问题,最大限度地学习. This results in a deeper level of training.

At AHI Associates, we believe that there are no shortcuts to true education.

CuozzoAnthony A. Cuozzo, Jr., CPA, CGFM

Anthony “Tony” A. Cuozzo, Jr. is Senior Advisor to Councilor, Buchanan & Mitchell, P.C. (CBM). 他拥有超过40年的经验,包括在非营利组织和地方政府的专长. 托尼曾担任501(c)(3)和6)两个组织的负责人. Additionally, Tony是全国公认的会计师事务所和国家注册会计师组织的各种会计和审计课程的讨论领袖. Tony conducts peer reviews of CPA firms across the country, 是马里兰注册会计师协会同行评审委员会的现任成员. Certified Public Accountant, Maryland. Certified Government Financial Manager. Licensed Insurance Agent, Life & Health Insurance, Maryland. Registered Investment Advisor. Graduate, Strayer University. American Institute of CPAs. Maryland Association of CPAs.

Bruce Dunn, CPA Bruce J. Dunn

Bruce retired in 2017 from Maner Costerisan, a firm he joined in 1979. He has held many roles at the firm, including Director of Audit Services, Director of Quality Control, Vice President, Treasurer, Director of Education Practice Group, Director of the CPA Firm Practice Group and Immediate Past President.

Beyond his leadership roles, 他与包括学区在内的不同群体的客户密切合作, colleges, governmental entities, trade associations, nonprofit organizations, CPA firms and closely-held businesses. He is known throughout the firm, and by his clients and colleagues, as the go-to expert for matters regarding education entities, peer reviews and CPA advisory services.

Rich Ferdinand, CPA, MBA

Rich Ferdinand公司专门为中小企业提供财务和综合管理服务。. Mr. Ferdinand has served as Chief Financial Officer ranging from full time, 为不同行业中处于早期或成熟阶段的公司提供临时或咨询服务, as well as requiring turnaround assistance. 他曾获美国注册会计师协会(AICPA)颁发杰出导师奖,亦曾获教育基金会颁发杰出导师奖及优秀服务奖. 他曾在加州大学洛杉矶分校兼职教授本科生和研究生商业课程. Mr. Ferdinand is a licensed CPA in California and was formerly with Deloitte & Touche in Los Angeles. A native of NJ, Mr. 费迪南德毕业于科尔盖特大学,并获得芝加哥大学工商管理硕士学位. He currently resides in New Hampshire with his wife and two daughters.

GarrettSteve Garrett, MBA, CPA

Steve是一名独立顾问,提供财务审计方面的合同培训服务, supervisory skills, career planning and leadership development. He resides in Chicago. 1986年获得印第安纳大学人力资源管理研究生学位, 他曾担任芝加哥阿莫科公司财务总监部门的专业招聘协调员两年. 史蒂夫还在俄亥俄州克利夫兰的一家全国注册会计师事务所工作了四年. 他的本科学位是在迈阿密大学的会计牛津,俄亥俄州.

Bonnie KennedeyBonnie Kennedy, CPA

她在公共和私人行业的会计行业拥有近20年的经验. 她开始在新英格兰的一家地区会计公司从事公共业务,之后担任一家制造公司的财务总监和首席财务官. Bonnie is now a full-time faculty member at an accredited university. 在地区注册会计师事务所,邦妮参与了招聘、面试和指导新员工的工作. She also designed and conducted CPE programs for the firm. After initial exposure to taxation and attestation work, 邦妮专门从事制造业公司和非营利实体的审计. 她在研究生和本科阶段教授会计和审计课程, published articles in scholarly journals, and presented at national conferences. Bonnie is a member of the AICPA and the Rhode Island Society of CPAs.

Steven D. Masur, CPA

Steven “Steve” D. Masur is a retired partner in the accounting firm of Warady & Davis LLP.该公司位于伊利诺伊州迪尔菲尔德,拥有超过65名专业人员和行政人员. Formerly, Steve was partner and later a sole practitioner with Friedman & Masur, Ltd. He began his career with a national CPA firm and has been, until his retirement, in the practice of public accounting for over 43 years.

He received his BS and MAS in Accountancy from the University of Illinois. 在这家全国性公司工作期间,他为新员工提供内部培训课程. He has also taught staff level training programs for the AICPA. Steve is a member of the Illinois CPA Society, 担任管理会计实务委员会主席,并担任会员主席.He is also active in several community organizations.

MorrisSonny Walker Morris, CPA

Sonny is a Director with the firm of Shelton & Company, CPAs P.C.,专门为中大西洋地区的建筑承包商客户提供服务. Previously he was the interim CFO for Lynchburg Steel & 四年的专业公司,同时也在弗吉尼亚州林奇堡发展私人执业. 他拥有超过25年的公共会计经验,重点是建筑咨询, assurance and tax services for small business, 以及作为法医检验和专家证人作为持证欺诈检验员. 他也有审计员工福利计划和非营利性实体的经验. Sonny has been instructing AHI Staff Training courses since 1997.

BorsumCarol Borsum Sohn, CPA, MBA

Carol received her BA and MBA from Michigan State University in 1985. 她在密歇根州Southfield的Plante Moran审计公司工作了八年. 离开公共会计卡罗尔一直活跃在职业作为一个技术作家和编辑与阿尔阿伦斯. 她目前是Armond Dalton Publishers, Inc .的运营总监., in Okemos, Michigan, which specializes in supplements for university-level financial, auditing, and accounting and information systems courses. 卡罗尔也是两个阿蒙德道尔顿的教科书的合著者:计算机会计使用QuickBooks Pro 2020, 6th Edition (with Al Arens and Dewey Ward), and Computerized Auditing using ACL Data Analytics, 4th edition (with Al Arens and Randal Elder). 卡罗尔广泛参与了阿伦斯的最畅销的审计教科书的修订以及所有AHI Associates的员工培训课程. Carol has been an AHI discussion leader for over 25 years. Carol is also a member of the AICPA and the MICPA.

Garrett Wagner, CPA/CITP

Garrett is an industry thought leader on a mission, to fuel the entrepreneurial spirit and passion within the industry.  With his ability to break free from the traditional CPA box, 加勒特拥有创业精神,并肩负着帮助他人获得成功所需的技能和知识的使命. Garrett专注于监测行业中不断发展的技术和最佳实践,以实现最高程度的成功,而不害怕打破传统方法的自由.  Garrett’s background includes working inside successful CPA firms, speaking at conferences and events, 并为全国的注册会计师事务所提供咨询,帮助他们通过了解每个事务所组织的独特需求来点燃持久的变革. 加勒特认为,公共会计领域正在经历巨大的变化,通过教育和利用技术,专注于培养下一代领导者,任何规模的公司都可以成功.