AICPA November 3, 2025
AICPA News – Nov. 2025
AICPA News is a round-up of recent announcements from the American Institute of CPAs, the Association of International CPAs, and the Chartered Institute of Management Accountants (CIMA).
August 25, 2013
Jason B. Wells – 2013 40 Under 40 Honoree
Jason B. Wells, CPA, ABV, CFF, CVA, CFFA — 39Principal, Jackson Thornton & Co.Montgomery, Alabama Education: Bachelor of Science in Accounting, Birmingham Southern College, Master in Professional Accounting, The University of Texas, AustinProfessional Associations/Memberships: Montgomery Estate Planning Council, National Association of Certified Valuation Analysts (NACVA), American Institute of Certified Public Accountants (AICPA), Alabama Society of...…
August 25, 2013
Jennifer Warawa – 2013 40 Under 40 Honoree
Jennifer Warawa — 37VP, Partner Programs & Channel Sales, SageAtlanta, GA www.na.sage.com, www.jenniferwarawa.com Education: Strategic Marketing Management at Harvard Business School, Accounting at Okanagan University CollegeProfessional Associations/Memberships: Team Captain, American Cancer Society’s Relay for Life, Committee Lead, IT AllianceHobbies: Reading, writing, blogging On a broader scale, how do you see new technologies changing the...…
August 25, 2013
Jim Boomer – 2013 40 Under 40 Honoree
Jim Boomer, CPA.CITP, CGMA, MBA — 37 CIO/Shareholder, Boomer Consulting, Inc.Manhattan, KS www.boomer.com, www.thinkplangrow.net Education: Masters of Business Administration (Marketing & Entrepreneurship), University of Texas at Austin; Bachelors of Science in Business Administration (Accounting & Management Information Systems), Kansas State University Professional Associations/Memberships: AICPA (TECH+ Conference Steering Committee, CITP Credentials Committee, Member, Chair of CITP...…
August 25, 2013
Joe Lauzen – 2013 40 Under 40 Honoree
Joe Lauzen, CPA — 37 President, Lauzen Accounting Warrenville, IL www.lauzenaccounting.com Education: Bachelor of Science in Accountancy from University of IllinoisProfessional Associations/Memberships: RootWorks, PASBA, AMMOHobbies: Fly Fishing, Rowing, Watching College Football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you...…
August 25, 2013
Jonyce J. Bullock – 2013 40 Under 40 Honoree
Jonyce J Bullock, CPA, CGMA — 35Partner, Squire & Company, PCOrem, UT www.squire.com/, www.squire.com/quickbooks-blog Education: Masters of Accountancy; Brigham Young UniversityProfessional Associations/Memberships: AICPA, Utah Association of CPAs; Vice President; American Woman’s Society of Certified Public AccountantsHobbies: Swimming, Road biking, camping, reading What are the key areas of your firm that have seen the greatest change...…
August 25, 2013
Jordan C. Kleinsmith – 2013 40 Under 40 Honoree
Jordan C. Kleinsmith, PMC — 29Product Manager, Enterprise Segment, Thomson ReutersTecumseh, MI http://cs.thomsonreuters.com / https://cs.thomsonreuters.com/blogs/ Education: B.A. History, Hillsdale College, Hillsdale, MIHobbies: Austrian economics, history, cliometrics, gadgetry, bagpiping, jogging, tea parties with my daughters What are the key areas of your firm that have seen the greatest change in workflow over the past few years?...…
August 25, 2013
Daniel T. Moore – 2013 40 Under 40 Honoree
Daniel T. Moore, CPA — 35Owner, D.T. Moore & Company Salem, OH www.dtmooreandcompany.com Education: Bachelor of Business Administration-Accounting, Kent State University; Master of Public Administration- Gannon University Professional Associations/Memberships: American Institute of Certified Public Accountants, Serves on Individual Tax Technical Resource Panel, Ohio Society of CPA’s- Serve on the Public Relations Advisory Council and Tax...…
August 25, 2013
Dan Nicholson – 2013 40 Under 40 Honoree
Dan Nicholson, CPA, CGMA — 32Founder/CEO, Nth Degree CPAs, PLLCSeattle, WA www.nthdegreecpas.com Education: Seattle University Bachelor of Arts in Business Administration with emphases in Accounting and E-Commerce Information SystemsProfessional Associations/Memberships: WSCPA, AICPA, President-Elect Seattle University Alumni Board of GovernorsHobbies: marathons, triathlons, live music, building our business What are the key areas of your firm that...…
August 25, 2013
Dan Zitting – 2013 40 Under 40 Honoree
Dan Zitting, CPA.CITP, CISA, GRCP — 31VP Product Management & Design, ACL Services Ltd.New York, NY www.acl.com Education: BS Information Systems & Finance, Colorado State University; MS Accountancy, University of Notre DameProfessional Associations/Memberships: IIA, ISACA, AICPA, OCEGHobbies: Golf, Skiing/Snowboarding, and Technology Have you embraced cloud computing for your practice? Are you moving your clients to...…
August 25, 2013
Dustin Wheeler – 2013 40 Under 40 Honoree
Dustin Wheeler, CPA — 34Senior Supervisor, Hawkins Cloward & SimisterOrem, UT www.dustinwheelercpa.com Education: Master’s of Accountancy, University of Nevada-Las Vegas; Bachelor’s of Accounting, Brigham Young University-IdahoProfessional Associations/Memberships: AICPA, Nevada Society of CPAsHobbies: Pickup basketball, biking, hiking, puzzles, board games, home video editing, spending time with family Have you embraced cloud computing for your practice?...…
August 25, 2013
Brian Tully – 2013 40 Under 40 Honoree
Brian Tully — 38VP & Head, ONESOURCE Transfer Pricing, Thomson ReutersNew York, NY www.tax.thomsonreuters.com/onesource/onesource-transfer-pricing Education: Sienna College, Bachelor Degree, Finance and AccountingHobbies: Tennis, football What are the key areas of your firm that have seen the greatest change in workflow over the past few years? Are you using automated workflow tools? For the past five...…
August 25, 2013
Byron Patrick – 2013 40 Under 40 Honoree
Byron K. Patrick, CPA.CITP, CGMA, MCSE — 36CoFounder/CEO, Simplified Innovations IncBaltimore, MD www.SimplifiedInnovations.com Education: BS in Accounting from Salisbury State UniversityProfessional Associations/Memberships: Maryland Association of CPA’s (MACPA) Current Chair of Board of Directors Technology Committee Past Chair and cofounder of the New/Young Professional Network Tomorrow’s CPA Speaker Instructor AICPA AICPA Council Information Technology Executive Committee...…