IowaIn this issue…

March 2013

Iowa Society of CPAs www.iacpa.org

CPA2466778

Thanks!

News & Views

Legislative Spotlight

May 10 speaker

Member Focus

Mini-seminars for 2013

CPE Calendar

Iowa Society of CPAs... Advancing the professional success of our members

Continued on page 7

Annual

meeting:

May 10!

Talk about taking a LEAP!

A group of eager young CPAs, members of the

newly established LEAP (Lead-ers Emerging in the Account-ing Profession) Task Force, and ISCPA President Jan Towne, visited the Iowa Capitol on February 14 to learn more about state advocacy for our profession. The visit included a presentation by Bernardo Granwehr, chief of staff/legal counsel, Office of the Auditor of State; a tour of the Capitol; and the opportu-nity for LEAP members to meet their legislators. (See the album of photos of the visit on the So-

ciety’s Facebook page: www.facebook.com/IowaCPAs.)

The day started in the Lucas Building with a short presentation from Cindy Adams, ISCPA Executive Director. She briefed the group on the Society’s legisla-tive efforts, including the gov-ernmental relations resources (www.iacpa.org/Resources/

GovernmentalRelations) that can be found on the ISCPA website. Mr. Granwehr followed with comments on the state of Iowa’s

Valentine treat – Iowa IRC update

On February 14, 2013, Governor

Branstad signed into law SF 106, Iowa’s coupling bill. ISCPA leadership was invited to attend the official signing at the Capitol. This was the first bill passed in 2013. ISCPA President Jan Towne, Riverview Financial Group PC in Keosau-qua, and Immediate Past President Mark Wackerbarth, Denman & Company LLP in West Des Moines, represented the Society at the bill signing ceremony. Partici-pating in the ceremony were (left to right): Rep. Megan Hess, Rep. Joe Riding, Senate President Pam Jochum (Senate floor manager of SF 106), Rep. John Forbes, Rep. Bruce Bearinger, Rep. John Landon (House floor manager of SF 106), Rep. Tom

Sands (House Ways & Means chair), Lt. Gov. Kim Reynolds, Gov. Terry Branstad, Sen. Joe Bolkcom (Senate Ways & Means chair), Rep. Roger Thomas, Rep. Jake Highfill, Jan Towne, Mark Wacker-barth, Cindy Adams, executive director of

ISCPA, and Courtney Kay Decker, director of the Iowa Department

of Revenue.

SF 106 updates the “Internal Revenue Code References” in the Code of Iowa to the IRC in ef-fect on January 1, 2013, and as amended by the American Taxpayer Relief Act of 2012, Pub. L. No. 112-240. Also, note the new subsection on filing of claims. Read the bill here: http://goo.gl/EcZT3. v

Legislators, representatives of the Society and the IDR watch Gov. Branstad sign SF 106 into law,

the 1st bill of 2013.

LEAPers peering over the edge.

2 Iowa CPA | March 2013

Thank You, Committee Volunteers!

Thanks, 2012-2013 Social Technology Task Force

The Society commends the following members for their service to the task force:

Brian J. Sweeney (chair)Sweeney Family

Corporation, West Des Moines

Patricia J. Bell (board rep.)

Principal Financial Group, Des Moines

Tara L. AmundsonDeloitte & Touche LLP, Des

Moines

Mark J. EllsworthCain Ellsworth & Co LLP,

Sheldon

Jenna K. GilmerMcGowen Hurst Clark &

Smith PC, West Des Moines

Diane J. JanvrinISU College of Business,

Ames

Jennifer M. RichardDeloitte & Touche LLP, Des

Moines

Marc SalmonWells Fargo Bank Iowa NA,

Des Moines

Jonathon A. Schwebach

Renewable Energy Group Inc, Ames

Ryan T. SwalwellPrincipal Financial Group,

West Des Moines

Genelle K. TruittIowa Association of

School Boards, Des Moines

Issue No. 2013-03Published eleven times per year by the Iowa Society of Certified Public Accountants (ISCPA). Send address changes, advertising inquiries, and all correspondence to:

Iowa Society of CPAs950 Office Park Rd, Ste 300West Des Moines, IA 50265-2548 Email: iacpa@iacpa.org Website: www.iacpa.org

or, contact the ISCPA office:515-223-8161/800-659-6375 (in Iowa)515-223-7347 (Fax)

Guiding the Society through the maze of social networking

Serving on this task force is a bit like being on an adventure, “going where

no man has gone before,” as the Star Trek series boasts. In this interview, the task force chair, Brian Sweeney, gives an idea of the work undertaken and the challenges the group has faced.

Q: How would you describe what the Social Technology Task Force does?

The stated purpose of the Social Technology Task Force is to “advance the success of our membership

through educating, promoting, and advo-cating social technology.” Social technolo-gy is rapidly changing the way that people seek information and communicate with one another.

The task force monitors trends in the use of social technology and has focused its efforts on three major platforms: Facebook, Twitter, and LinkedIn. We have created sample acceptable use policies for social technology that members can adapt to their own organizations.

Q: What was the main challenge the committee faced this year?

The main challenge the committee faced this year was finding a balance between the rapid expansion of social technology platforms and what would be most valuable to the members. Social technology sites such as Pinterest, Four Square, and others were discussed, but were determined to be of less professional importance than the three we selected as our focus.

Increasing member adoption of social technology is another challenge that lies in the diversity of our membership. The younger members expect to receive information from the Society via social technology as a matter of course. Other members either don’t rely on social tech-nology or haven’t yet recognized its value. The task force concluded that the best way to provide value to the membership is to lead by example and provide infor-mation to the membership via both social technology and traditional means.

Q: What trends may impact social technology in general?

There are a number of trends the task force is addressing. The first is the ever-growing number of social technology platforms and the potential for obsoles-cence. (Remember MySpace?) New appli-cations for sharing information seem to be popping up almost every day. Instagram is another example. It has become popu-lar very rapidly, but its business value is questionable.

Another concern is privacy, protection of personal information, and preservation of intellectual property rights. It seems that Facebook and other sites are in the news frequently for changes in their privacy policies. Instagram quickly aban-

doned plans to lay claim to members’ photographs without compensation after overwhelming public criticism of the new terms of service. Users of social technol-ogy must follow recommended precau-tions and stay on top of these issues.

Q: What have been your goals as chair?

Given the diverse nature of our membership, one of my goals was to get younger members involved in the task force, since they use social technology on at least a daily basis. Second, I wanted to see an increasing presence by our mem-bership on Facebook and LinkedIn.

Cindy Adams has been a great evan-gelist for social technology and has been setting a great example for both staff and members. I highly recommend that every member have at least a LinkedIn account and participate in professional conversa-tions from time to time. You never know who you might “run into” or what you might learn. v

Brian Sweeney

“ ”Action expresses priorities.

~ Gandhi

Iowa CPA | March 2013 3

Thank You, Committee Volunteers!

We Go To Work For You.

1-800-397-0249The Holmes Group

www.AccountingPracticeSales.comtrent@accountingpracticesales.com

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Establishing mini-seminars, program honoring Rising Stars

Under the broad umbrella of the Family & Workplace Issues Committee, many

types of projects have been established. Survey input lead to taking on new proj-ects described below by Brian Newton, committee chair.

Q: How would you describe the work of the Family & Workplace Issues

Committee?One of the purposes of

the committee is to “provide a forum for members to ad-dress issues encountered in attempting to balance their professional and personal

lives.” I believe that the committee is do-ing that with the various topics offered through the Skills to Succeed 24/7 mini-sem-inars. Prior committee projects such as the Constructive Solutions group-mentoring program also helped accomplish this vi-sion.

Q: What was the main challenge the committee faced this year?

I think the biggest current challenge that our committee faces relates to select-ing topics, finding speakers, and keeping the costs low for the Skills to Succeed semi-nars. We utilize the feedback we receive from the seminar evaluations and input from committee members when making

these decisions. Speakers have come from state university Speakers Bureaus, two of which have been discontinued due to budget restrictions.

Q: What trends in today’s workplace may impact the Society in the future?

Statistics show that our profession has a high number of individuals nearing retirement age. The transition of participa-tion and responsibility from one genera-tion to the next that will take place in the coming years will certainly have an impact on associations such as ISCPA in how they meet the wants and needs of the younger professionals. Keeping pace with technol-ogy and social media will also be critical.

Q: What have been your goals as chair?

My goals are to continue the Skills to Succeed mini-seminars and have the com-mittee undertake at least one new project that it has not done before. I think the 2012 mini-seminars were very successful and the members of the Society have shown a continued desire for this type of CPE program. In 2012, the committee helped to develop the nomination pro-cess and selection criteria for the Society’s new Rising Star Award, which will be presented for the first time at the annual meeting in May 2013.

We are also in the process of finalizing the schedule for the 2013 mini-seminars. (See article on page 7.) The committee is always looking for input or feedback from the membership on other projects our committee could undertake to help us fulfill the Society’s strategic objectives. v

Thanks, 2012-2013 Family & Workplace Issues Committee

The Society commends the following members for their service to the committee:

Brian K. Newton (chair)McGowen Hurst Clark & Smith PC,

West Des Moines

Abigail T. Croll (board rep.)Roth & Company PC, Des Moines

Kristin L. GlickTimmins Kroll & Jacobsen LLP, Urbandale

Angie L. HealyHenkel & Associates PC, Boone

Barbara Jo HeenanBarbara Jo Heenan CPA LLC, Ankeny

Chawn F. HonkompBank Iowa, West Des Moines

Matthew D. KeldermanErnst & Young LLP, Des Moines

Carrie A. KingWells Fargo Card Services Inc,

West Des Moines

Connie R. MuellTunink Murray Financial Group,

West Des Moines

Melissa L. SchumacherErnst & Young LLP, Des Moines

Lori E. Vander WerffMary Greeley Medical Center, Ames

Amanda L. WeathersDeloitte & Touche LLP, Des Moines

Brian Newton

Welcome, Student Affiliates!Central CollegeWesley K. McLaren

Grand View UniversityEmma J. Bartley

Keller School of Management Sherry Thompson

Upper Iowa UniversityKevin L. Lundt

4 Iowa CPA | March 2013

News & Views

12 metrics to trackBy Lauren Prosser, Sageworks Inc.

While there are many metrics CPA firms use to evaluate quantitative

performance, here are 12 metrics that can provide more qualitative feedback. These metrics can help CPA firms measure their reach with clients and provide insight into how well processes already in place are helping to identify opportunities with clients.

1. Lifetime value of a client.2. Cost of client acquisition.3. Client retention rate.4. Average number of services per

client.5. Average number of top-client

“touches” per month. 6. Average client response time.7. Number of cross-selling opportu-

nities vs. those won.8. RFP win percentage, other pro-

posal win percentage and pipeline win percentage (or pipeline conversion).

9. Average number of professional development hours per CPA firm member (monthly and annually).

10. Utilization rate and realization rate (by service offering).

11. Staff-to-partner ratio.12. Revenue growth per year (actual

vs. expected).

Read the entire AICPA Insights article at http://goo.gl/BpOc5. v

Five things internal auditing has taught

me about human nature

By Richard Chambers, Internal Auditor

As a young internal auditor, I concen-trated extensively on learning the

technical skills of the profession. I learned early in my career about the importance of developing an audit plan at the begin-ning of every engagement, documenting the results of the audit, and crafting a well-written audit report. I also learned how important it was to understand the operations/business of the areas I was auditing.

All of these skills served me well throughout my career. However, I can honestly say that the technical skills were easy to learn compared with the “soft skills” that I needed to hone in order to be successful.

Over the course of my career, I have led or served on scores of audit teams focused on an incredible array of indus-tries and operations. As I did so, I began to notice that regardless of the function or operation I was auditing, there were common threads in the way the people behaved. Overall, the hundreds of profes-sionals over whose areas of operations I have audited have been good, decent, and hard-working professionals. Many of them had thankless jobs at which they toiled tirelessly without complain-ing. However, I have learned some things along the way about human nature that might be useful for those who are starting out in their careers and even for those who are seasoned internal audit veterans (and want to compare their observations).

Read the entire article: http://goo.gl/hv7sd. v

Succession fundamentals – part 2By Bill Reeb, Public Practice E-News

Bill Reeb, CPA, continues the discussion this month on the fundamentals of

succession planning. This article picks up by identifying foundational issues of a good succession plan and Reeb offers tips on ways to start this discussion. Take a look at the following article to learn more about succession planning issues that should be included in every discussion. Read Reeb’s commentary: http://goo.gl/o2dlJ. v

Fixing a small-biz 401(k) plan

By Will Akerlof, CFO.com

It’s not easy for a small company to elimi-nate hidden fees that rob employees of

their retirement savings. But be persistent, and you will win your workers’ loyalty. Read more here: http://s.tt/1y8UG. v

12 reasons to love tax season

By Rick Telberg, CPA Trendlines

Rick Telberg, CPA, shares insight from fellow tax professional Ed Mendlowitz,

CPA, in this tongue-in-cheek look at a doz-en reasons to love tax season. Take a look at this humorous article and feel free to share your tax season loving reasons with Telberg. Learn more: www.iacpa.org/Libraries/publi-cations/pp1302_4.sflb.ashx. v

In RemembranceThe Iowa Society of CPAs would like to

express its deepest sympathy for the fam-ily of Daniel L. Holz, West Des Moines, Certificate No. 1074.

Iowa CPA | March 2013 5

ClassifiedsMULTIPLE CAREER OPPORTUNITIES-AUDIT MANAGER-BANKING–Our Com-munity Banking client has an immediate opportunity for an audit professional with ERM and FDICIA experience. This position is responsible for developing, managing, and implementing an internal audit pro-gram for the holding company that will impact all charters. Requirements include 6+ years in audit and compliance with a community or regional bank system. CPA, CIA, CISA, or CBA preferred. For confiden-tial inquiry, contact Miles Morrow, CPC: 515-282-5823, or morrow@iowacareer-connection.com. We are retained by our clients who pay all fees.

CONTROLLER–Lifespace Communities, Inc. is seeking qualified applicants for Controller at their corporate headquarters in Des Moines, Iowa. Lifespace is the sixth largest independent living provider and seventh largest senior living provider of non-profit retirement communities in the United States. If you have 10 years of accounting management experience, a Bachelor’s Degree in Accounting or Fi-nance preferably with a CPA, CMA or MBA you can learn more about this exciting role at www.lifespacecommunities.com by clicking on employment at the top of the page and opening the job description. If you are serious about joining an amazing company for your next career move you may apply for immediate consideration by sending your resume and cover letter to employment@lifespacecommunities.com. Lifespace Communities, Inc. is an equal employment opportunity employer who offers a competitive compensation pack-age and robust benefit platform.

IOWA PRACTICES FOR SALE: Cedar Rapids/Waterloo Area CPA Practice - gross $201K. Well-established practice with a quality client base of individuals and busi-nesses. Revenues comprised of 75% tax and 25% accounting/consulting services for year-round income. For more informa-tion about this great listing or others in your area, call 1-800-397-0249. Also, view listing details and register for free email updates at www.accountingpracticesales.com. Thinking of Selling Your Practice? Accounting Practice Sales is the leading marketer of accounting and tax practices in North America. We have a large pool of buyers, both individuals and firms, looking for practices to purchase. We also have the experience needed to help you find the right fit for your firm, negotiate the best price and terms and get the deal done. To find out more about our risk-free and confidential services, call Trent Holmes at 1-800-397-0249 or email trent@accounting-practicesales.com.

SENIOR AUDITOR–Due to continued growth, we are currently seeking to add staff in our West Des Moines Audit department. The individual in this position will have the opportunity to work with a variety of clients and staff. Our clients include real estate management and developers, trucking companies, manufac-turers, other closely-held businesses and non-profit associations. Our clients do not include governmental entities. Most of our clients are in central Iowa so minimal travel is necessary. Qualified candidate must have outstanding communication and interpersonal skills as well as 2 to 4 years of recent in charge auditing experience at a public accounting firm. Prefer to have an individual who has their CPA license. Lead-ing edge computer technology is used so strong computer skills are a must including proficiency in Word, Excel, Engagement and online research. We offer a competitive salary, great benefits, flexible schedules and an outstanding working environment. Please send resume and salary require-ments to: cwubben@mhcscpa.com or mail resume to: 1601 West lakes Parkway, suite 300, West Des Moines, IA 50266 Attn: Human Resources. Learn more about us at www.mhcscpa.com or our Facebook wall.

CPA: OFFICE SPACE AVAILABLE–CPA wanted to share West Des Moines office with Financial Planner and Attorney. Furnished individual office space and receptionist provided. Rent is all inclusive of wireless internet, conference room, kitchenette, access to the fitness area. There is easy access and ample parking. Please respond to Garland and Associates at 515-276-8972. Please visit our website at www.garlandandassoc.com.

ASSISTANT CONTROLLER–The Assistant Controller assists in planning and organizes all financial accounting including: prepara-tion of financial statements and reports that accurately depict the current financial position; helps ensure the timely, accurate and efficient analysis, reporting of financial data in accordance with GAAP, provides support to the CFO and Controller as needed. Principal Duties and Responsibili-ties: Direct daily operations of accounting department, including accounts receivable, accounts payable, general ledger, bank reconciliations, fixed assets, sales and use tax, and billing. Assist in the preparation of monthly and annual financial statements, audits, and all monthly reconciliations. Ensure the maintenance of accurate inven-tory and reconciliations of balance sheet accounts, including supporting documen-tation as required. Qualifications: Bachelors degree in Accounting or related field required. Minimum 3 years of accounting experience. Ability to prioritize and handle multiple assignments concurrently and proven ability to operate successfully in a demanding environment. Detail-oriented, ability to work in a meticulous and thorough manner. To apply, please send resume to kcook@aronaco.net.

ClassifiedsRates: 50-word minimum of $95. Additional words $.95 per word. Additional bold lettering for up to 10 words/$1.00 per word (25% member discount). If exactly the same ad is placed in more than 5 issues of this newslet-ter, the sixth ad will be free.

File numbers: Blind box ads are assigned file numbers by ISCPA and count as 5 words. All replies will be forwarded in a confidential manner. $15 handling fee.

Closing dates: Ad copy must be received in writing by 10th of the month prior to publication.

Content of all ads is subject to approval. ISCPA does not en-dorse any products or services advertised in its newsletter.

Call for resumes

Members seeking employment, especially successful CPA exam

candidates, are strongly encouraged to submit their resumes to ISCPA. You may keep your resume on file until you wish to have it removed. There is no charge for this member service. v

6 Iowa CPA | March 2013

Legislative Spotlight

Seeing behind the scenes: Advocacy in action

What do you do when taking on a new job in a field that is different from the

one where you have 28 years of experi-ence? If you are Cindy Adams, executive director of the Society since February 15, 2012, you go into high gear on day one. You rev your engines even more when Society meetings take place and the 2013 General Assembly begins. And, you incor-porate online venues to communicate fast and frequently.

First, Cindy soaked up advice from Stan Bonta, former executive director, during the 2012 General Assembly (last spring). Then, she built a good relationship with our new lobbyists, Scott Sundstrom and Brad Epperly, and hit the deck running by the time the ISCPA Legislation Committee met in early August 2012. Cindy introduced a new format for the ISCPA legislative agenda, and set goals for revising our PAC materials and the solicita-tion process, as well as introducing new approaches to recruiting and orienting members to be Key Person Contacts.

In the months following the Legislation Committee meeting, staff implemented the action items and PAC solicitation materials as directed. A new PAC info-graphic was created and presented to the board at its December meeting. Legislation Committee chair Peg Trevino was interviewed for the November issue of Iowa CPA, which also thanked commit-tee members for their service. And, key persons are being recruited continuously.

Bills to WatchNow that the 2013 Iowa Legislature is

in session, Cindy monitors bills daily and keeps ISCPA President Jan Towne and man-agement staff up-to-date on key legislation and its status. In addition, each week Cindy meets by phone with Scott Sundstrom to review recent activity at the statehouse and tweets and posts about bills being monitored. Auditor of State Dave Vaudt meets with her every other week to discuss his take on legislation and regulatory issues.

Educate, empower, and be transparent are bywords for Cindy. For example, when

Cindy started monitoring the House and Senate study bills on coupling Iowa legis-lation with federal, there was some indica-tion that the coupling legislation may stall. Cindy asked our Key Person Contacts to help by talking to the legislators they know. Boy, did they go into action fast!

The study bills for the coupling legisla-tion finally became SF 106. Then, each step of the way, until the bill signing ceremony on February 14, management staff stayed aware of its progress along with Cindy.

Want to know what’s going on behind the scenes at the Society? Bookmark the homepage of the Society website, read emails from ISCPA, follow us on Twitter (@IowaCPAs), like our Facebook page (www.facebook.com/IowaCPAs), and join the members-only LinkedIn group (www.linkedin.com/groups/Iowa-Society-CPAs-ISCPA-4544550/about). These are the online communications tools your Society is using for your benefit. Catch the wave! v

I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State Fair! I love the Iowa State

TheCorn DogCheckoff.

When completing taxes, please remind your clients to check off

$1 (or more!) on the Iowa Tax return.

Look for the State Fairgrounds Renovation Checkoff on line 58b of Iowa tax form 1040

and line 14 of 1040A.

For more information contact:www.blueribbonfoundation.org

1-800-450-3732

We know Iowans LOVE the Iowa State Fair. Help us continue to renovate and preserve the Iowa State

Fairgrounds.

May 10 presenter combines PIU with tech insights

Jim Bourke is partner, member of the board of directors, and mem-

ber of the Management Committee at WithumSmith+Brown PC, Red Bank, NJ. Jim is licensed as a CPA in New Jersey, New York, and North Carolina. He is also director of Withum’s firm technology. The firm has been touted in accounting publications for its flash mob videos, created for the firm’s annual State of the Firm meeting.

Jim’s session at the annual meeting on May 10, Trends in the Profession: Focus on Tech, Growth Opportunities, will provide a professional issues update (PIU), i.e., what’s going on at the American Institute of CPAs (AICPA), from his perspective as a member of its board of directors. He will highlight key initiatives and also discuss trending technologies and their related opportunities for growth.

Jim has spoken frequently at state CPA society gatherings, as well as for AICPA and other organizations, on current technologies used by the business com-munity. He also consults with numerous firms throughout the US on the appropri-ateness of their technologies.

Jim is a past president of the New Jersey Society of CPAs. In addition, he is a past chair of the AICPA’s CITP Credential Committee and current chair of the AICPA’s Tech+ Conference. He is also a member of the board of directors for the New Jersey Technology Council. He has been named by Accounting Today as one of the “Top 100 Most Influential People in Accounting” for the last four years. He has also been named by The CPA Technology Advisor as a “Top Thought Leader” in pub-lic accounting technology. v

Iowa CPA | March 2013 7

Member Focus

Welcome, New Members!Amanda BriggsVisiting Nurse Services of IowaDes Moines, IA

Russell GottoMcGladrey LLPDavenport, IA

Jennifer L. JohnsonRobert Half International IncDes Moines, IA

David C. McQuarryOffice of Auditor of StateDes Moines, IA

Teresa K. MillerSchuring Uitermarkt Sims McCleish

& Ver Meer PCUrbandale, IA

Clair L. PennerNPL Tax & Accounting LLCMuscatine, IA

Corey R. PottebaumSiebrecht & Co PCSioux Center, IA

Lindsay A. WitteSt Gregory Retreat Center IncDes Moines, IA

Adam YoungCliftonLarsonAllen LLPWest Des Moines, IA

Exam-Qualified Affiliate:Michael BringlePalmer GroupWest Des Moines, IA

IPE 10311922 INGERSOLL AVENUE DES MOINES, IOWA 50309

515.279.1111 • 888.226.0400FAX 515.279.8788

WWW.IPE1031.COMINFO@IPE1031.COM

Manage Exchangeand Professional Riskwith the Midwest’s Premier Exchange

Resource

Members in the NewsThe following were named to the Des

Moines Business Record’s 2013 40 under 40: Dustin C. Petersen, McGladrey LLP, Des Moines, and Courtney A. Strutt Todd, Davis Brown Koehn Shors & Roberts PC, Des Moines.

Christopher E. Overturf, Latta Harris Hanon & Penningroth LLP, Cedar Rapids, has earned the professional designation of Certified Valuation Analyst (CVA).

Dennis J. Desmond, Jr [Joe], Brooks Lodden PC, West Des Moines, has earned the professional designation of Certified Fraud Examiner (CFE).

Sandra M. Vaske, formerly of Eide Bailly LLP, Dubuque, has joined Loras College, Dubuque, as senior accountant.

Gegner Company PC, Johnston, merged with and assumed the name of Bergan Paulsen & Company PC.

Adam M. Vogt, Ernst & Young LLP, Des Moines, was elected to the Make-A-Wish Iowa Board of Directors.

Karla L. Jones-Weber, Community Foundation of Greater Des Moines, Des Moines, was promoted to chief financial officer and vice president of finance and administration.

Kirby K. Wood, American Equity Investment Life Holding Company, West Des Moines, was promoted to chief marketing officer.

Kreamer Law Firm PC, West Des Moines, was named West Des Moines Chamber of Commerce’s 2013 Small Business of the Year.

Skills to Succeed 24/7

Mini-seminars are designed for those who are starting a career, seeking

a promotion, thinking about mid-career changes, or wanting to be better at what they do. In 2013, the first seminar, dealing with difficult people, will take place on May 22 in the Des Moines area and be repeated on September 12 in Dubuque. The second seminar, working with mul-tiple generations, will be offered in Iowa City on May 23 and repeated on Novem-ber 21 in the Des Moines area. The third seminar, stress management, will take place in the Des Moines area on Septem-ber 19. The seminars start at 8:30 a.m. and end at 12:30 p.m. Lunch will be included.

There is a discount to attend all three seminars if you register by May 1. A brochure with details and a registration form will be distributed in April. However, you may register online anytime for the individual seminars via the ISCPA website. Contact ISCPA to register for the three-seminar package discount. v

budget process. He stressed the need for “more ‘numbers people’ under the dome.” A tour of the Capitol followed a walk in the underground tunnel system.

For many LEAPers, it had been years since they had seen the inside of this beautiful building. They braved the heights (and the hundreds of stairs!) to see the top of the rotunda, which boasted stunning views. Next was an opportunity for LEAP members to meet their legisla-tors. Although not everyone was able to

meet their senator or representative, they took away a better understanding of how the legislative process works. And, for those who were able to meet their legisla-tor, they felt involved and were making a difference.

The LEAP Task Force will help plan Society activities such as community service projects and social events. If you are interested in being a member of the group, contact Katie Shields, LEAP Task Force staff liaison, at kshields@iacpa.org. v

Talk about taking a LEAP!Continued from page 1

8 Iowa CPA | March 2013

Presorted StandardU.S. Postage

PAIDDes Moines, IowaPermit No. 3433

CPE Calendar

In process CPE schedule at www.iacpa.org

April

22 Ethics in the Real World (erw) West Des Moines

22 Financial Analysis in a Metrics Driven World (famd) West Des Moines

23 Chief Financial Officer: Executive Level Skills for Financial Managers (cfo) West Des Moines

May

13 Loscalzo's Frequently Asked Questions in Employee Benefit Plan Accounting & Auditing (faqebp) West Des Moines

14 Tax Increment Financing Compliance and Reporting (iga-tif) West Des Moines

15 Health Care Industry Update (hciu-dm) West Des Moines

15 Health Care Industry Update (hciu-mol) Moline

15 Health Care Industry Update (hciu-wlo) Waterloo

20 Iowa Governmental Audits-Local Government Update (iga-lgu) Des Moines

21 Iowa Governmental Roundtable (igr) Des Moines

30 Grain Accounting, Auditing, Tax, & Legal Issues (gatu-sc) Sioux City

June

3-5 AHI Staff Training: Beginning In-Charge (stp3a) West Des Moines

4 Loscalzo's Lease Accounting in Transition (lat-sf) Sioux Falls

5 Grain Accounting, Auditing, Tax, & Legal Issues (gatu-ic) Coralville

5 Loscalzo's Revenue Recognition in Transition (rat-sf) Sioux Falls

6-7 Technology Conference (tc) West Des Moines

10 The New Clarified GAAS-SAS No. 122 (ncas-sc) Sioux City

12 Grain Accounting, Auditing, Tax, & Legal Issues (gatu-dm) West Des Moines