Accounting

Dawnelle Bass - Senior Tax Director, RSM

Dawnelle has over 25 years of tax and accounting experience in both the public and corporate environment. She has served private and public clients in a variety of industries including real estate investment trusts (REIT), real estate, manufacturing and service providers.

Areas of Expertise: Accounting and Taxation
Preferred Topics: Careers in Accounting, Business & Individual Taxation, and personal attributes that lead to success

Joel C. Chamberlain, CPA/PFS, Financial Solution Advisors, PLLC

Joel C. Chamberlain is a CPA/PFS for entrepreneurs and Founding Member at Financial Solution Advisors, PLLC. Joel provides tax planning, preparation, and consulting services to middle-market companies in a variety of industries. His other areas of focus include individual financial planning; healthcare consulting; family office consulting; cloud-based accounting systems and process efficiency; assisting clients with trusts and other generational planning vehicles; helping not-for-profit organizations to have a greater impact in the communities they serve.

Joel launched his first firm, Chamberlain & Associates, in 2001, and later merged with Financial Solution Advisors, PLLC Today, his vision for the firm is to provide holistic, customized financial services that help clients meet their goals through the expertise of the firm’s talented team and the efficiencies made possible by cloud accounting tech. Understanding that the best client service is only possible with the best people working together, Joel works continuously to ensure a best-place-to-work environment. The firm’s workplace has been honored with accolades from local and national publications every year since 2014.

Joel currently serves on the board of Episcopal Children’s Services, which serves over 25,000 vulnerable Florida children and families annually with high-quality early learning support, as well as comprehensive health and wellness services.  Joel is a founding member of the Band of Brothers, a group of business leaders focused on providing career advancement and training to survivors of human trafficking. Joel also serves as Board Treasurer of the Joseph & Gertrude Larose Foundation. Funded by one of the world’s most influential makers of women’s footwear, the foundation has provided over $2 million in funding to non-profit organizations on the First Coast. He also maintains active memberships in the Florida Institute of Certified Public Accountants (FICPA) and the American Institute of Certified Public Accountants (AICPA).

Joel previously served a variety of for-profit and non-profit organizations on the First Coast, including:

• Rethreaded
• USO of Greater Jacksonville
• Project SOS – Boys & Girls Club of Northeast Florida
• American Enterprise Bank of Florida
• Spina Bifida of Jacksonville
• Leukemia & Lymphoma Society

Joel earned his Bachelor of Science in Business Administration from the University of Florida and his Master’s in Accountancy from the University of North Florida. Joel is a licensed Certified Public Accountant in the State of Florida, holds the Personal Financial Planning Specialist designation with the AICPA, and has his Series 65 designation with the North American Securities Administrators Association. He was honored by the Jacksonville Business Journal in 2014 as one of Northeast Florida’s top 40 leaders under 40. Joel was also a 2021 finalist for the AICPA’s innovative practitioner of the year award.

Areas of Expertise: Accounting and Finance

Preferred Topics: Outsourced CFO Services, Cloud Accounting, Family Office Services, Tax Preparation for Medical Professionals, Careers in Public Accounting, & Non-Profit Tax and Accounting.

Danny Goldberger - Business Advisor and Speaker, Business Learning Institute MACPA 

Danny L. Goldberger, CPA started his accounting career with Touche Ross in 1980 and joined Grant Thornton as a senior associate in 1983. He became a partner in 1996 and retired from the firm in 2015. During his 35 years in public accounting, Danny served clients in a wide array of industries, primarily in manufacturing, distribution, service, and technology. With a knack for making each client feel they are his number one priority, Danny has built long-standing loyal and successful business relationships.

In addition to accounting and auditing, Danny has extensive experience working with closely held companies, acting in an advisory role in connection with all aspects of business operations. Specific areas include the negotiation and structuring of mergers, acquisitions and divestitures, assistance with financing, leasing, and insurance transactions, development of the accounting and finance function, and planning for business succession and estate matters.

Danny is a teaching instructor for local and national training programs. He received his Bachelor of Science in Accounting from the University of Maryland and his Master of Science in Finance from Loyola University in Maryland.

Areas of Expertise: Accounting and Finance
Preferred Topics: Careers in public accounting, Interviewing skills, Business Relationships, Face-to-Face interaction vs. the digital environment.

Ed Grenadier - Partner, LBA Group

Ed Grenadier, CPA, has over 45 years of experience providing professional accounting consulting to businesses and individuals in Northeast Florida. After serving as Director and Managing Partner of his own firms, Ed joined The LBA Group as a partner in 2003, merging his practice into LBA’s. The LBA Group is the largest locally owned accounting, consulting and wealth advisory firm based in Northeast Florida employing over 100 employees.

 
Ed’s extensive experience includes serving as an expert witness and consultant in numerous trial cases and consulting to corporate clients on sale and purchase issues, financing, refinancing and restructuring. He is highly knowledgeable about proactive and strategic estate and tax planning issues, as well as the valuations of businesses, estates and marital assets.

Ed received his bachelor’s degree from Jacksonville University and now serves on numerous local boards and committees. He is a diehard Yankees fan, and he and his wife Ann enjoy running, cycling, skiing and traveling, as well as spending time with their three children and five grandchildren.

Nathaniel Herring Jr. - Area Developer, Florida Clubstore Outlet LLC

Jason Keen, CPA, CCIF - CIO/Corporate Controller, Superior Construction Company 

Jason has been in the construction industry for over ten years in both technology and accounting roles.

He obtain a bachelors of Management Information Systems from the University of Memphis, a Master of Science in Finance from Vanderbilt University, and is a Certified Public Accountant.

Jason expertise is Reporting, Analysis, Data Visualization, System Implementation, and Process Change.

He has published with CFMA, ABC, and Construction Business Owner. He also does public speaking and webinars about technology and reporting in the construction industry.

Faris Kishek - McKennson, Lean Six Sigma Black Belt

Faris Kishek is a certified Lean Six Sigma Black Belt at McKesson Corporation, a Fortune 500 company. McKesson distributes pharmaceuticals and provides health information technology, medical supplies and care management tools. Faris has worked high complexity, cross-functional process improvement projects which generated millions in financial savings, mentored and coached Green Belts on award-winning projects, and trained hundreds of Yellow Belt and Green Belts on Lean and Six Sigma methodologies. Also, Faris is an Adjunct Instructor at Florida State College at Jacksonville where he teaches in the areas of Project Management, Logistics, Operations Management, and Supply Chain Management. In 2013, Faris achieved a Bachelor in Business Administration degree, with a concentration in Transportation and Logistics, from the University of North Florida. He was a board member on the Transportation and Logistics Society. In 2015, Faris achieve a Master of Business Administration degree from Jacksonville University.

Laurie Lee - The Legal Department For Service Professionals, PA CEO/Attorney

Laurie started her law firm in 2015 recognizing the need for a different kind of law firm; she wanted to share knowledge and create long-term relationships with clients as their trusted advisor changing the narrative of attorney-client relationships. Laurie’s deep understanding that relationships are essential to the success of the business owner; whether it’s relationships between owners, clients and customers, or community partners, a business must develop and adopt good business practices. In 2019, Elevate Business Law, PA was rebranded as The Legal Department for Service Professionals, PA. The new identity capitalizes on Laurie’s desire to serve others through the exchange of information and relationship building. 

Dan Martin, Senior Finance Executive - KPMG

Strategic and forward-thinking Senior Finance Executive with extensive experience leveraging advanced accounting acumen to enhance financial operations and drive business growth across a dynamic roster of client industries. Proven track record of evaluating and responding to rapidly changing financial and regulatory environments through work with SEC reporting and Sarbanes-Oxley compliance. Possesses diverse subject-matter expertise in all aspects of accounting and auditing services needed to achieve firm goals for financial reporting and auditing. Sterling history of achievement at two of the Big Four auditors, leading public-accounting projects that received optimal reviews from PCAOB. Noted leader adept at recruiting and mentoring cross-functional teams to ensure successful operations. Certified Public Accountant in the State of Florida with MBA from the University of North Florida.

Areas of Expertise
Strategic Planning – Executive Communications – Financial Modeling – Internal Controls – P&L -SEC Reporting - GAAP – GAAS Risk Management – Forecasting & Budgeting-Sarbanes-Oxley Internal Controls - Project Management - Audit Compliance Financial Reporting – Cash-Flow Analysis - Corporate Taxation – Team-Building & Leadership

PROFESSIONAL EXPERIENCE

SENIOR MANAGER – AUDIT & ASSURANCE
Recruited to direct audit engagements for dynamic roster of clients across multimillion-dollar enterprises. Collaborate with C-level executives to identify client needs in order to design and implement service offerings and solutions. Lead multiple audit teams in-parallel, ensuring accuracy and timeliness of client engagements. Generate detailed audit reports citing potential performance improvements, technical accounting solutions, internal controls, and operational challenges, presenting all findings to audit committees and external Boards of Directors. Recommend improvements to public-filings including 10K, 10Q, S-1, and S-8 in compliance with GAAP and SEC reporting standards. Counsel internal-audit directors in opportunities for improvement to risk-based audit plans, identifying service gaps and recommended changes to internal- control processes. Prepare accurate GAAP financial statements, including balance sheets, income statements, equity statements, cash-flow statements, and additional footnotes. Research and analyze complex accounting and auditing issues related to Sarbanes-Oxley compliance, IFRS standards, internal controls, stock-based compensation, equity transactions, revenue recognition, and inventory costing to determine resolutions that mitigate procedural problems.

• Nominated and served over six years as team member of National Audit Quality Review Team which is part of KPMG National Office, rating peer KPMG audit engagements for quality and compliance with firm standards and best practices.
• Spearheaded KPMG recruiting efforts as Recruiting Manager at the University of North Florida, interviewing students, delivering presentations, and serving as on-site representative for recruiting events.
• Served as Audit Team Leader during PCAOB and KPMG peer reviews of client engagements, consistently resulting in no material findings and top-flight review scores from PCAOB and KPMG National Quality Review Teams.
• Improved financial-statement audit results by designing internal process that tracked engagement progress against forecasted budgets and project pipelines.
• Awarded Jacksonville office Community Service Award for two consecutive years.
• Selected as KPMG National Educational Instructor, instructed courses for over four years as part of KPMG National Office.
• Representative client list includes: Publix Supermarkets (fortune 100 Company), Fanatics, Fidelity National Financial, Citi Trends, Tree of Life, Winn-Dixie, Lender Processing Systems & Consolidated Tomoka.

MANAGER – AUDIT & ASSURANCE, SENIOR AUDITOR, SENIOR ASSISTANT 
Engaged through a rapid series of promotions to manage audit and assurance engagements. Reviewed, researched, and generated narratives and resolutions for reporting and disclosure issues related to 10K and 10Q reports. Led presentations with C-level executives and Boards of Directors to communicate technical accounting and audit issues, as well as solutions needed to improve processes and mitigate further escalations. Supported SAS 70 internal-control review engagements focused on detailed documentation and recommendations for financial- and computer-control improvements. Orchestrated due diligence on several engagements, overseeing comprehensive acquisition activities and directing purchase-price reviews. Delivered performance reviews of audit staff, identifying professional-development needs and counseling career- development action plans.

• Selected as Jacksonville Learning Advisory Coordinator for two consecutive years, leading national accounting and auditing training, as well as coordinating multiple learning seminars for internal staff.
• Reduced volume of audit hours necessary per engagement by reprioritizing audit events to focus on key risk areas, dramatically improving overall efficiency.
• Improved comprehensive audit activities by optimizing budget-forecast procedures, staff scheduling, and client relationships.
• Representative client list includes: Rayonier, Handy Way & Lil’ Champ Food Stores, Ring Power Corporation, Ryan’s Steakhouses, Florida Rock and King & Prince Seafood.

ADDITIONAL PROFESSIONAL EXPERIENCE

SENIOR MANAGER & CONTROLLER, CENTRAL OPERATIONS – REGENCY CENTERS – Jacksonville, FL 

ADJUNCT PROFESSOR OF ACCOUNTING & MANAGEMENT – WEBSTER UNIVERSITY – Jacksonville, FL 

ASSISTANT CONTROLLER – RIVER GARDEN COMPANIES – Jacksonville, FL
STAFF ACCOUNTANT – HARBESON, BECKERLEG, AND FLETCHER CPAS – Jacksonville, FL 

SUMMER CAMP STAFF-SARASOTA COUNTY & DUVAL COUNTY YMCA

CURRENT COMMUNITY INVOLVEMENT

STEIN FELLOW & COMMUNITY RESOURCE TEAM – UNITED WAY – Jacksonville, FL
FISCAL COMPLIANCE OFFICER, EXECUTIVE & COMMUNITY BOARD MEMBER – AMERICAN CANCER SOCIETY – Jacksonville, FL

EDUCATION & CERTIFICATIONS

MASTER OF BUSINESS ADMINISTRATION – UNIVERSITY OF NORTH FLORIDA – Jacksonville, FL

 BACHELOR OF SCIENCE IN ACCOUNTING, MAGNA CUM LAUDE – JACKSONVILLE UNIVERSITY – Jacksonville, FL
CERTIFIED PUBLIC ACCOUNTANT – STATE OF FLORIDA

Ritche Redondo- Global Accounting Operations, CIT Group Inc.

Ritche Redondo is the Vice President of the Global Accounting Operations group at CIT Group. CIT is a leading financial holding company that provides lending, leasing, and treasury management services to small and middle market businesses and transportation sector.

Ted Sauerbeck - Retired Deputy Auditor General, Florida Auditor General's Office 

Ted Sauerbeck has been employed by the Florida Auditor General’s Office for nearly 36 years. He retired in May 2015; however, after a year of retirement, he returned to work for the Auditor General’s Office. He currently works for the Auditor General’s Quality Control and Professional Practice section.

From January 2010 through May 2015, Ted was Deputy Auditor General for the Auditor General’s Educational Entity and Local Government Audits Division. He was responsible for audits of district school boards, State colleges and universities, local governments (counties, municipalities, and special districts), and judicial entities, and for reviews of financial audit reports submitted by charter schools, district school boards, and local governments.

Prior to becoming Deputy Auditor General, his positions included:

• Audit Director responsible for the Auditor General’s quality control and professional practice activities, including continuing education and staff training, quality assurance reviews, coordination of external peer reviews, and responding to exposure drafts.
• Audit Manager responsible for financial, federal, and operational audits of State colleges and universities
• Audit Supervisor responsible for audits of local governments and certain nonprofit organizations, and for providing technical assistance to those same entities and their auditors

Sheryl Tschimpke- Assurance Principal, Pivot CPA's

Sheryl is a licensed certified public accountant with over seventeen years of public accounting experience and over two years of accounting experience in private industry. She has a Bachelor degree in Business Administration with an Accounting concentration from the University of North Florida. Sheryl has significant experience in providing attestation, accounting and consulting services to both private and public companies. She was previously employed by Smoak, Davis & Nixon, LLP and Ennis, Pellum & Griggs, PA before relocating to Shreveport, Louisiana where she worked at Heard, McElroy & Vestal LLP. She returned to the Jacksonville area in 2005 and joined the Griggs Group. Along with her client service experience with both private and SEC registrant companies, Sheryl specializes in the construction, transportation logistics, retail and wholesale distribution, manufacturing and financial industries. Sheryl’s also provides audits of both defined-contribution and defined-benefit pension plans. Sheryl is a member of the American Institute of Certified Public Accountants. She is a member of the Florida First Coast Chapter - Associated Builders & Contractors, First Coast Manufacturing Association and the Accounting and Financial Women’s Alliance. Sheryl serves as the chairman of the audit committee and is a member of the finance committee for the Jacksonville Chamber of Commerce. Sheryl also serves as the Treasurer for the ACE Mentor Program of Northeast Florida. She is also a volunteer instructor for Junior Achievement of Northeast Florida.