AICPA Recognizes Outstanding Contributors to Forensic and Valuation Fields
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AICPA Recognizes Outstanding Contributors to Forensic and Valuation Fields

10 months ago · 4 min read
  • CPAs Antonella Puca, Lynda Schwartz, and David Zweighaft named Volunteers of the Year during the 2021 AICPA Forensic and Valuation Services Conference.

  • Six outstanding CFFs and ABVs age 40 and younger honored with the FVS Standing Ovation Award.

NEW YORK, NY (November 15, 2021) – The American Institute of CPAs (AICPA) is pleased to honor the contributions of nine CPAs during the 2021 AICPA Forensic and Valuation Services Conference held in Las Vegas.

Antonella Puca, CFA, CPA/ABV, CEIV, Lynda Schwartz, CPA, CFF, CGMA, CFE, and David Zweighaft, CPA, CFF, CFE, were named Volunteers of the Year, while six young CPAs received the Forensic and Valuation Services (FVS) Standing Ovation for significant contributions in their practice areas and their communities.

Volunteers of the Year

Each year, the AICPA FVS Section recognizes volunteers who have contributed greatly to the practice and profession. Schwartz and Zweighaft are recipients of the 2021 Forensic & Litigation Services (FLS) Volunteer of the Year, while Puca is the Business Valuation Volunteer of the Year.

“Antonella, Lynda, and David have been instrumental in advancing the interests of the forensic and valuation services area,” said Barbara Andrews, director of forensics and technology advisory services for the AICPA. “From providing thought leadership and professional understanding to helping create new standards and credentials, their commitment cannot be understated.”

Puca is a managing director with MPI and a member of the AICPA’s Business Valuations Committee. She was awarded this year’s Business Valuation Volunteer of the Year award for her ongoing contributions to the AICPA and its members. Puca has authored and presented on a wide range of topics that include private equity and venture capital, early-stage development companies, Special Purpose Acquisition Companies (SPACs), ESG and more. In addition, she has contributed guidance to help AICPA members navigate complex valuation issues that arose during the COVID 19 pandemic and has been a key contributor to the FVS Division’s advocacy efforts that impact the valuation profession.

Schwartz is an experienced fraud investigation and forensic accounting expert with her own practice, as well as a highly regarded instructor leading the Forensic Accounting curriculum at Isenberg School of Management at the University of Massachusetts Amherst. She currently serves as a member of the AICPA Certified in Financial Forensics (CFF) Committee and was also past member of the AICPA Forensic and Litigation Services (FLS) Committee. Schwartz has been instrumental in several AICPA Forensic and Valuation Services (FVS) Section initiatives. Serving as co-chair of the FLS Forensic Technology Task Force, she leads a team of forensic technology experts in the development of the FVS Section’s reference guide on “Understanding the Forensic Technology Landscape.” In addition to her service with the FVS Section, she is a frequent author and speaker on forensic accounting topics.

Zweighaft is a Partner with RSZ Forensic Associates. He currently serves as a member of the AICPA Certified in Financial Forensics (CFF) Committee and is also a past member of the AICPA Forensic and Litigation Services (FLS) Committee. Zweighaft is the immediate past chair and current member of the AICPA FLS Fraud Task Force. His primary responsibilities included FVS Eye on Fraud, an AICPA FVS quarterly report on fraud trends and topics, as well as the publication of the FVS Sections “Fraud Risk Framework,” which serves as a visual framework on fraud perpetrated in the business, consumer and government sectors. During the COVID-19 pandemic, he strategically pivoted the Fraud Task Force’s efforts by providing awareness, education and resources to members dealing with fraud-related issues that stemmed from the pandemic.

Standing Ovation Program

The Standing Ovation Program recognizes young CPAs holding the Certified in Financial Forensics (CFF) or Accredited in Business Valuation (ABV) specialty credentials who have exhibited exemplary personal achievement. The recipients in this year’s class, who were honored during the AICPA Forensic and Valuation Services Conference, were recognized for their efforts to advance their fields, including volunteering at a variety of nonprofit organizations, speaking to local CPA groups, serving as volunteer experts to legal organizations and guest lecturing in college accounting classes.

“It’s an honor to recognize this outstanding class of ‘Standing Ovation’ recipients who continue to go the extra mile to advance the profession and serve their communities,” said Eve Simpson, director of valuation services for the Association. “They have offered their time to benefit their communities and the profession in a variety of ways that embody the spirit of volunteerism that the accounting profession is known for.”

The 2021 list of FVS Standing Ovation recipients is in alphabetical order below:

  • Shivam Jadeja, CPA, ABV, BKHM, PA, Winter Park, Fla.

  • Courtney Lee, CPA, CFF, Berkeley Research Group, Washington, D.C.

  • Benjamin Kincaid, CPA, CFF, Carr Riggs & Ingram, Freeport, Fla.

  • Jason Schellhaas, CPA, ABV, Malcolm M. Dienes, LLC, Metairie, La.

  • Matthew Krofchick, CA, CFF, Krofchick Valuations, Toronto

  • Adam Hansberger, CPA, ABV, Eric J. Fernandez and Co., West Dundee, Ill.

A list of prior FVS members and CFF and ABV credential holders who have received awards and recognitions over the years is available on the AICPA’s FVS Awards and Recognition page.

In addition to forensic accounting and business valuation represented by the FVS Section, the Standing Ovation Recognition Program also recognizes young CPAs who exhibit exemplary professional achievement in the areas of Personal Financial Planning (PFP) and Information Management and Technology Assurance (IMTA).

Business partners or managers are encouraged to submit applications on behalf of nominees, and applicants may self-nominate with an accompanying letter of recommendation from a partner or manager. Standing Ovation nominees must be age 40 or younger, and nominations may be submitted on AICPA’s website.

About the Association of International Certified Professional Accountants, and AICPA & CIMA

The Association of International Certified Professional Accountants (the Association), representing AICPA & CIMA, advances the global accounting and finance profession through its work on behalf of 696,000 AICPA and CIMA members, students and engaged professionals in 192 countries and territories. Together, we are the worldwide leader on public and management accounting issues through advocacy, support for the CPA license and specialized credentials, professional education and thought leadership. We build trust by empowering our members and engaged professionals with the knowledge and opportunities to be leaders in broadening prosperity for a more inclusive, sustainable and resilient future.

The American Institute of CPAs (AICPA), the world’s largest member association representing the CPA profession, sets ethical standards for its members and U.S. auditing standards for private companies, not-for-profit organizations, and federal, state and local governments. It also develops and grades the Uniform CPA Examination and builds the pipeline of future talent for the public accounting profession.

The Chartered Institute of Management Accountants (CIMA) is the world’s leading and largest professional body of management accountants. CIMA works closely with employers and sponsors leading-edge research, constantly updating its professional qualification and professional experience requirements to ensure it remains the employer’s choice when recruiting financially trained business leaders.


Contacts:

Jeff May

212.596.6122

jeffrey.may@aicpa-cima.com

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