CPA Practice Advisor - 34

AICPA NEWS
FORENSIC AND VALUATION
CPAs RECEIVE AWARDS

The AICPA honored 17 CPAs during the 2019 AICPA Forensic and
Valuation Services Conference. Elizabeth Woodward, CPA, CFF, and
William Fellows, CPA, ABV were named Volunteers of the Year, while
15 young CPAs received the Forensic and Valuation Services (FVS)
Standing Ovation for contributions in their accounting specialty areas
(CFF and ABV) and their communities.
The 2019 list of FVS Standing Ovation recipients is in alphabetical order below:
■ Jennifer Allen, CPA, ABV, CFF, Anthem Forensics, Henderson, NV
■ Brian Barnthouse, CPA, ABV, RSM US, LLP, Minneapolis, Minnesota
■ Andrew Baum, CPA, ABV, CFF, Harper Hofer and Associates, LLC,
Denver, CO
■ Asif Charania, CPA, ABV, CFF, Keiter Stephens Hurst Gary &
Shreaves, P.C., Glen Allen, VA
■ Kathryn Culver, CPA, ABV, PYA, P.C., Knoxville, TN
■ Nene Gianfala, CPA, ABV, CEIV, Chaffe & Associates, Inc., New
Orleans, LA
■ Natalie Lewis, CPA, CFF, Windham Brannon, LLC, Atlanta, GA
■ Tiffany Lewis, CPA, CFF, StoneTurn Group, LLP, Houston, Texas
■ John Luna, CPA, ABV, CFF, White, Zuckerman, Warsavsky, Luna &
Hunt, LLP, Sherman Oaks, CA
■ Nick Lynch, CPA, CFF, Dean Dorton Allen Ford, PLLC, Lexington, KY
■ Greggory Peat, CPA, CFF, FTI Consulting, Lake Oswego, OR
■ Joshua Sechter, CPA, ABV, MPI, Syosset, NY
■ Zachary Snickles, CPA, CFF, Grant Thornton,LLP, Phoenix, AZ
■ Quynh Tran, CPA, CFF, Berkeley Research Group LLC, Houston, TX
■ Thomas Wagner, Jr., CPA, ABV, Blue & Co., LLC, Carmel, Indiana
A list of prior FVS members and CFF and ABV credential
holders who have received awards and recognitions over the
years is at: https://bit.ly/35E1cQ0.■
1. Publication Title

Financial Satisfaction
Remains High
According to the AICPA's Q3 2019 Personal Financial Satisfaction Index (PFSI), satisfaction
has dipped slightly for the first time in two years. The index remains in positive territory,
though, indicating that the average American should be experiencing financial well-being.
Though decreasing slightly, job openings continue to exceed job seekers. This is the
third time in three years that job openings have decreased quarter-over-quarter, and
this is the first time they have decreased two quarters in a row since 2012.
Other findings include:
■ For Q3, the Inflation index is up 1.3 points (4.1 percent) from the Q2 level. Please note that
the Federal Reserve's target for inflation is about 2 percent.
■ Underemployment is up a slight 0.5 points (1.7 percent) over the last quarter. Its peak value
was 84.3 corresponding to 17.1 percent in the fourth quarter of 2009 (versus the current 7.4
percent).
■ The Real Home Equity Per Capita index, based on data issued for April, is flat with the previous
quarter
level and
is currently 3.4 percent below its 2006 all-time high.
Statement
of Ownership,
Management,
and Circulation
Additional information on the PFSi can be found at: www.aicpa.org/PFSi. ■
(Requester Publications Only)

2. Publication No.

3. Filing Date

017-576

September 15, 2018

4. Issue Frequency

5. No. of Issues Published Annually

6. Annual Subscription Price

Irregular - Feb, April , June, Aug, Oct, Dec

CPA Practice Advisor

$3.00 Qualified Association
$48.00 Non-Association

Olivia Kirtley Honored for Efforts to Advance
Women in the Accounting Profession

7. Complete Mailing Address of Known Office of Publication (Street, City, County, State, and Zip+4)

Contact Person

Endeavor Business Media LLC
1233 Janesville Ave
Fort Atkinson, WI 53538

Telephone

Terri Petitt

(920) 563-1727

9. Full Names and Complete Mailing Addresses of Publisher, Editor, and Managing Editor

Barry Strobel
1233 Janesville Avenue
Fort Atkinson, WI 53538

Editor (Name and Complete Mailing Address)

Gail Perry
1233 Janesville Avenue
Fort Atkinson, WI 53538

Managing Editor (Name and Complete Mailing Address)

Isaac M O'Bannon
1233 Janesville Avenue
Fort Atkinson, WI 53538

14. Issue Date for Circulation Data Below

CPA Practice Advisor

August 2018

15. Extent and Nature of Circulation

Endeavor Business Media LLC; 1233 Janesville Ave; Fort Atkinson, WI 53538

Publisher (Name and Complete Mailing Address)

13. Publication Title

Olivia Kirtley, CPA, former chair of the AICPA and president of the International Federation of Accountants, has been named the first recipient of
the ASWCPA Lifetime Achievement Award, which recognizes women who
have demonstrated leadership and a strong record of accomplishment
in furthering the advancement of women in the accounting profession.
A consultant on accounting, risk management, and governance issues, Kirtley
serves on several corporate boards. She was president of the IFAC board from 2014
to 2018 and was elected chair of the AICPA's board of directors in 1998. Kirtley earned
her bachelor's degree from Florida Southern College and holds a master's degree in
taxation from Georgia State University. ■

8. Complete Mailing Address of Headquarters or General Business Office of Publisher

a. Total No. Copies (net press run)

Outside County Paid/Requested Mail Subscriptions stated on

(1)

b. Legitimate

Form 3451. (Include direct written request from recipient, telemarketing and internet

employer requests, advertiser's proof copies, and exchange copies.)

(3)

Full Name

Complete Mailing Address

Endeavor Business Media LLC
Endeavor Media Holdings I, LLC
Endeavor Media Holdings II, LLC
Resolute Capital Partners Fund IV, LP
RCP Endeavor, Inc

331 54th Avenue North, Nashville, TN 37209
905 Tower Place, Nashville, TN 37205
905 Tower Place, Nashville, TN 37205
20 Burton Hills Blvd, Suite 430, Nashville, TN 37215
20 Burton Hills Blvd, Suite 430, Nashville, TN 37215

(1)

Bulk Sales and Requests including Association Requests, Names obtained from

Distribution

Business Directories, Lists, and other sources.)

(By Mail

(2)

and Outside

5. No. of Issues Published Annually

6. Annual Subscription Price

$3.00 Qualified Association
$48.00 Non-Association

CPA Practice Advisor

4. Issue Frequency
Endeavor Business Media LLC
1233 Janesville Ave
Fort Atkinson, WI 53538

Terri Petitt

017-576

September 15, 2018

Telephone

 Has Changed During Preceding 12 Months

15. Extent and Nature of Circulation

a. Total No. Copies (net press run)
(1)

Paid and/or
Requested

PS Form 3541. (Include direct written request from recipient, telemarketing and

Editor (Name and Complete Mailing Address)

Gail Perry
1233 Janesville Avenue
Fort Atkinson, WI 53538

employer requests, advertiser's proof copies, and exchange copies.)

(2)

(By Mail
the Mail)

employer requests, advertiser's proof copies, and exchange copies.)

(3)
(4)

Average Number of Copies

29054

Contact Person

Terri Petitt 0

Requested Copies Distributed by Other Mail Classes

29056

32301

6082

2835

Bulk Sales and Requests including Association Requests, Names obtained from

(2)

(Name
and
Complete
Mailing
331 Editor
54th Avenue
North,
Nashville,
TN 37209
905 Tower Place, Nashville, TN 37205
905 Tower Place, Nashville, TN 37205
20 Burton Hills Blvd, Suite 430, Nashville, TN 37215
20 Burton Hills Blvd, Suite 430, Nashville, TN 37215

In-County Nonrequested Copies stated on PS form 3541.

and Outside

(Include Sample copies, Requests Over 3 years old, Requests induced by a Premium,

the Mail)

Bulk Sales and Requests including Association Requests, Names obtained from
Business Directories, Lists, and other sources.)

(3)

Nonrequested Copies Distributed Through the USPS by
Other Classes of Mail.(e.g. First-Class Mail, Nonrequestor Copies mailed in
excess of 10% Limit mailed at Standard Mail or Package Services Rates)

(4)

Address)

Nonrequested Copies Distributed Outside the Mail

e. Total Nonrequested Distribution (Sum of 15d (1), (2), and (3))
f. Total Distribution (Sum of 15c and e)

Isaac M O'Bannon
1233 Janesville Avenue
Fort Atkinson, WI 53538

6161

2839

35217

35140

150

g. Copies Not Distributed

Managing Editor (Name and Complete Mailing Address)

or more of Total Amount of Bonds, Mortgages or Other Securities. If none, check here.  None

(Include Pickup Stands, Trade Shows, Showrooms, & other sources)

Gail Perry
1233 Janesville Avenue
Fort Atkinson, WI 53538

193

h. Total (Sum of 15f and g)

35367

35333

i. Percent Paid and/or Requested Circulation

82.5%

91.9%

Average Number Copies

Number of Copies of Single

Complete Mailing Address

None

12. For completion by nonprofit organizations authorized to mail at nonprofit rates. The purpose,

(15c / 15f x 100)
16. Electronic Copy Circulation

Each Issue During

Issue Published

If you are using PS Form 3526-R and claiming electronic copies complete below:

Previous 12 Months

Nearest to Filing Date

10. Owner (Do not leave blank. If the publication is owned by a corporation,
give the name and address of the corporation immediately followed by the
a. Requested and Paid Electronic Copies

7710

6266

names and addresses of all stockholders owning or holding 1 percent or more of the total amount of stock. If not owned by a corporation, give the

function, and nonprofit status of this organization and the exempt status for federal income

PS Form 3526-R Facsimile

 Has Not Changed During Preceding 12 Months

36766

38567

names and addresses of the individual owners. If owned by a partnership or other
unincorporated firm, give its name and address as well as those of
c. Total Copy Distribution (Line 15F) + Requested/Paid Electronic Copies

42927

41406

each individual owner. If the publication is published by a nonprofit organization,
give its name and address.)
d. Percent Paid and/or Requested Circulation (Both Print & Electronic Copies)

77.6%

88.0%

 Has Changed During Preceding 12 Months

DECEMBER 2019 ■

b. Total Requested and Paid Print Copies (Line 15C) + Requested/Paid Electronic Copies

www.CPAPracticeAdvisor.com

x I certify that 50% of all my distributed copies (Electronic & Print) are legitimate requests or paid copies.

Full Name

Complete Mailing Address

Endeavor Business Media LLC
Endeavor Media Holdings I, LLC
Endeavor Media Holdings II, LLC

in the October North,
2018 issue of Nashville,
this publication.
331 54th Avenue
TN 37209
18. Signature and Title of Editor, Publisher, Business Manager, or Owner
905 Tower Place, Nashville, TN 37205
905 Tower
Place,
Nashville,
TN
37205
Terri Petitt, Director, Audience Development

193
35333

82.5%

91.9%

Average Number Copies

Number of Copies of Single

16. Electronic Copy Circulation

Each Issue During

Issue Published

If you are using PS Form 3526-R and claiming electronic copies complete below:

Previous 12 Months

Nearest to Filing Date

a. Requested and Paid Electronic Copies
b. Total Requested and Paid Print Copies (Line 15C) + Requested/Paid Electronic Copies
c. Total Copy Distribution (Line 15F) + Requested/Paid Electronic Copies
d. Percent Paid and/or Requested Circulation (Both Print & Electronic Copies)
x I certify that 50% of all my distributed copies (Electronic & Print) are legitimate requests or paid copies.

7710

6266

36766

38567

42927

41406

77.6%

88.0%

17. Publication of Statement of Ownership for a Requester Publication is required and will be printed
in the October 2018 issue of this publication.

(920) 563-1727

Business Directories, Lists, and other sources.)
Distribution
9. Full Names and Complete Mailing Addresses of Publisher, Editor, and Managing
Editor

(By Mail

150

Date

Through the USPS. (e.g. first-Class Mail)

Publisher (Name and Complete Mailing Address)

2839
35140

35367

18. Signature and Title of Editor, Publisher, Business Manager, or Owner

11. Known Bondholders, Mortgagees, and Other Security Holders Owning or Holding 1 Percent

tax purposes:

Telephone

(Include Sample copies, Requests Over 3 years old, Requests induced by a Premium,

Barry Strobel
Janesville
Avenue
names and addresses of the individual owners. If owned by a partnership1233
or other unincorporated
firm, give
its name and address as well as those of
each individual owner. If the publication is published by a nonprofit organization, give its name and address.)
Fort Atkinson, WI 53538
Full Name
Complete Mailing Address

Full Name

32300

[Sum of 15b (1), (2), (3), (4)]

names and addresses of all stockholders owning or holding 1 percent or more of the total amount of stock. If not owned by a corporation, give the

6161
35217

h. Total (Sum of 15f and g)

Number Copies of Single

$3.00 Qualified
Each Issue During Association
Issue Published
12 Months
Nearest to Filing Date
$48.00Preceding
Non-Association
35367
35333

Endeavor Business Media LLC; 1233 Janesville Ave; Fort Atkinson, WI (1)
53538
Outside County Nonrequested Copies stated on PS form 3541.
d. Nonrequested

(15c / 15f x 100)

6. Annual Subscription Price

Total
Paid and/or Requested Circulation
8. Complete Mailing Address of Headquarters or General Business Officec.of
Publisher

10. Owner (Do not leave blank. If the publication is owned by a corporation, give the name and address of the corporation immediately followed by the

Endeavor Business Media LLC
Endeavor Media Holdings I, LLC
Endeavor Media Holdings II, LLC
Resolute Capital Partners Fund IV, LP
RCP Endeavor, Inc

Sales Through Dealers & Carriers, Street Vendors, Counter
Sales, and Other Paid or Requested distribution Outside USPS.

Managing Editor (Name and Complete Mailing Address)

Isaac M O'Bannon
1233 Janesville Avenue
Fort Atkinson, WI 53538

In-County Paid/Requested Mail Subscriptions stated on PS
requests from recipient, paid subscriptions including nominal rate subscriptions,

and Outside

g. Copies Not Distributed

i. Percent Paid and/or Requested Circulation

August 2018

Form 3451. (Include direct written request from recipient, telemarketing and internet

Distribution

Barry Strobel
1233 Janesville Avenue
Fort Atkinson, WI 53538

f. Total Distribution (Sum of 15c and e)

14. Issue Date for Circulation Data Below

Outside County Paid/Requested Mail Subscriptions stated on

(920) 563-1727

Endeavor Business Media LLC
1233 Janesville Ave
9. Full Names and Complete Mailing Addresses of Publisher, Editor, and Managing Editor
Publisher (Name and Complete Mailing Address)
Fort Atkinson, WI 53538
Endeavor Business Media LLC; 1233 Janesville Ave; Fort Atkinson, WI 53538

Nonrequested Copies Distributed Outside the Mail

e. Total Nonrequested Distribution (Sum of 15d (1), (2), and (3))

 Has Not Changed During Preceding 12 Months

Facsimile

CPA Practice Advisor

7. Complete Mailing Address of Known Office of Publication (Street, City,b.County,
State,
and
Internet
requestsZip+4)
from recipient, paid subscriptions including nominal rate subscriptions,
Legitimate

8. Complete Mailing Address of Headquarters or General Business Office of Publisher

(Include Pickup Stands, Trade Shows, Showrooms, & other sources)

3. Filing Date

5. No. of Issues Published Annually

Contact Person
Irregular - Feb, April , June, Aug, Oct, Dec

7. Complete Mailing Address of Known Office of Publication (Street, City, County, State, and Zip+4)

Nonrequested Copies Distributed Through the USPS by

Other Classes of Mail.(e.g. First-Class Mail, Nonrequestor Copies mailed in

(4)

function,
and nonprofit status of this organization and the exempt status for federal income
2. Publication
No.
tax purposes:

2835

Business Directories, Lists, and other sources.)

Complete Mailing Address

PSPublication
Form 3526-R
13.
Title

6082

Bulk Sales and Requests including Association Requests, Names obtained from

(3)

(Requester Publications Only)

Irregular - Feb, April , June, Aug, Oct, Dec

0
32301

In-County Nonrequested Copies stated on PS form 3541.

(Include Sample copies, Requests Over 3 years old, Requests induced by a Premium,

the Mail)

12. For completion by nonprofit organizations authorized to mail at nonprofit rates. The purpose,

4. Issue Frequency

September 15, 2018

Outside County Nonrequested Copies stated on PS form 3541.

(Include Sample copies, Requests Over 3 years old, Requests induced by a Premium,

Noneof Ownership, Management, and Circulation
Statement

3. Filing Date

29056

excess of 10% Limit mailed at Standard Mail or Package Services Rates)

(Requester Publications Only)

Title

Requested Copies Distributed by Other Mail Classes

d. Nonrequested

or more of Total Amount of Bonds, Mortgages or Other Securities. If none, check here.  None

1. Publication
017-576

Sales Through Dealers & Carriers, Street Vendors, Counter

[Sum of 15b (1), (2), (3), (4)]

11. Known Bondholders, Mortgagees, and Other Security Holders Owning or Holding 1 Percent

2. Publication No.

Through the USPS. (e.g. first-Class Mail)

each individual owner. If the publication is published by a nonprofit organization, give its name and address.)

CPA Practice Advisor

Sales, and Other Paid or Requested distribution Outside USPS.

(4)

names and addresses of the individual owners. If owned by a partnership or other unincorporated firm, give its name and address as well as those of

Statement of Ownership, Management, and Circulation

In-County Paid/Requested Mail Subscriptions stated on PS

requests from recipient, paid subscriptions including nominal rate subscriptions,

and Outside

names and addresses of all stockholders owning or holding 1 percent or more of the total amount of stock. If not owned by a corporation, give the

1. Publication Title

35333
32300

employer requests, advertiser's proof copies, and exchange copies.)

(2)

(By Mail

c. Total Paid and/or Requested Circulation

10. Owner (Do not leave blank. If the publication is owned by a corporation, give the name and address of the corporation immediately followed by the

Full Name

Issue Published

Nearest to Filing Date

35367
29054

PS Form 3541. (Include direct written request from recipient, telemarketing and

Distribution

the Mail)

Number Copies of Single

Each Issue During

Preceding 12 Months

Internet requests from recipient, paid subscriptions including nominal rate subscriptions,

Paid and/or
Requested

Average Number of Copies

17. Publication of Statement of Ownership for a Requester Publication is required and will be printed
Date

September 15, 2018

Terri Petitt, Director, Audience Development

September 15, 2018

I certify that all information furnished on this form is true and complete. I understand that anyone who furnishes false or misleading information on this form or who omits material or information requested on the
form may be subject to criminal sanctions (including fines and imprisonment) and/or civil sanctions (including civil penalties).

PS Form 3526 -R Facsimile

http://www.aicpa.org/PFSi https://www.bit.ly/35E1cQ0 http://www.CPAPracticeAdvisor.com

CPA Practice Advisor

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