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  Home > Authors

Authors

Author Name

Biography

Walter G. Austin,
Ph.D., CPA

WALTER G. AUSTIN, Ph.D., CPA is an Associate Professor Emeritus of the University of Texas at El Paso. He has published self-paced learning materials for college accounting texts, a computerized audit practice set, audit sampling templates, and several articles in journals. Numerous continuing professional education courses have been written and presented for state and local CPA chapters. Speeches have been given to various professional and academic organizations such as the National Association of Accountants, the American Accounting Association, and local CPA chapters. He has received numerous teaching awards and is a former Senior Auditor in the financial services industry with KPMG Peat Marwick.

Steven Bragg,
CPA

Steven Bragg, CPA, has been the chief financial officer or controller of four companies, as well as a consulting manager at Ernst & Young and auditor at Deloitte & Touche. He received a master's degree in finance from Bentley College, an MBA from Babson College, and a Bachelor's degree in Economics from the University of Maine. He is the author of more than 40 business books, including such accounting bestsellers as the Wiley GAAP Guide, Accounting Best Practices, and Controllership.

Jay R Carlson,
MCSE, MCDBA, A+ Certified

Jay has a Master of Public Administration degree in Public Administration and an Associates of Arts degree in Journalism. He also has over 10 years experience writing technical support articles and white papers. Jay currently works as a technical writer and has authored over 3,500 articles for the Microsoft Knowledge Base. He has also written several whitepapers, how-to, and labcasts for Microsoft products, including Small Business Server, Essential Business Server, Windows Server, Internet Information Services, BizTalk Server, SharePoint, Visual Studio, SQL Server and Office. While at Microsoft Corporation, he held a variety of positions including Technical Lead, Product Lead, Content Lead, and Support Engineer. Jay is a Microsoft Certified Systems Engineer (MCSE), Microsoft Certified Database Administrator (MCDBA), and A+ Certified in DOS/Windows and Macintosh. Jay is partner/owner of FatDAWGS.com.

Nigel David Clayton,
CPA, PCC

Nigel Clayton has been an entrepreneur for over 25 years and a small business mentor for more than 12 years. As a certified business coach, Nigel has helped business owners from across the business spectrum discover their authentic selves, create businesses they love, and strike the balance of work and life they need. Nigel has the unique ability to see where you are in the evolution of your business and to help you understand the steps you need to take to reach the next level.
   • Nigel is a Certified Public Accountant (CPA) and has owned his own accounting firm for over 25 years.
   • Nigel is a Certified Business Coach, credentialed as a Professional Certified Coach (PCC) by the International Coach Federation.

Blair Cook,
CPA, CA (Canada), MBA

Blair Cook CA, CPA, MBA serves as a corporate director for a number of Canadian listed public companies. He is also the founder of the Finance Learning Academy where he designs, develops, and delivers innovative e-learning, blended learning, and live development programs for financial professionals. He is also a faculty member at St. Mary's University and the Atlantic School of Chartered Accountancy in Halifax, Nova Scotia Canada. In recent years he has fulfilled the CFO role in a number of privately held and publically listed entities.

Blair has delivered the Finance This! course in a one-day classroom setting for a number of years.

Christopher J Demaline,
CPA, CMA, CFE, MBA

Christopher Demaline is a professor at Central Arizona College. He has taught accounting for more than 10 years. Chris has authored several accounting-related online courses and supplemental course materials. In addition, he has written several questions for the Certified Management Accounting exam. Chris also provides business start-up and business valuation consulting services. Chris’ formal education includes an MBA from Grand Canyon University (Ken Blanchard College of Business), as well as a Graduate Certificate in business valuation from Indiana University (Kelley School of Business) and a Graduate Certificate in forensic accounting from Northeastern University. He also holds the CPA, CMA and CFE credentials. Chris resides in the Phoenix metropolitan area with his wife and son. During his free time, he enjoys hiking in the Superstition Mountains.

Steven C Fustolo,
CPA, MBA

Mr. Fustolo is a partner with the Boston CPA firm of James J. Fox & Company and Director of the National Tax Institute, Inc. He is a frequent lecturer and author of numerous tax and accounting issues affecting closely held businesses. An AICPA author, Mr. Fustolo’s articles are regularly featured in The Practical Accountant and other publications. He is the author of Practice Issues: Compilation and Review, Accounting and Auditing Reference Guide, Everything You Never Wanted to Know About GAAP, Enron: Fraud, Deception and the Aftermath, FASB Review for Industry, and FASB, SSARS and SAS Update and Review and numerous other books and manuals that have been published by Practitioners Publishing Company (PPC) and Commerce Clearing House (CCH). He is the recipient of several Outstanding Discussion Leader awards from many professional organizations including the New York and Florida Societies of CPAs. Mr. Fustolo’s course entitled FASB, SSARS and SAS Update and Review continues to receive accolades and is regarded as one of the top live CPE programs in the country today with ratings that average 4.91 on a scale of 5.0. He speaks regularly for professional groups including being a guest lecturer at the AICPA Advanced Accounting and Auditing Technical Symposium. Mr. Fustolo is the recipient of the Elijah Watts Sells Award (AICPA) and Silver Medal (Massachusetts) for scores received on the CPA Examination.

Robbie Glantz,
Author

Robbie has 20+ years working with people and organizations to be their best, a significant factor to organizational success as it relates to employee morale and trust, productivity and retention. She is a consultant, trainer, facilitator and ethics educator with a human resources and organizational development background. She has worked with private, public, non-profit and governmental agencies and is guest staff for the prestigious and well respected Mountain States Employers Council. Robbie gives classes that qualify for Continuing Legal Credits and through the Colorado Society of CPA’s offers programs that qualify for Continuing Professional Education in ethics and other areas of professional development. Please visit her website at www.glantzconsulting.com for additional information.

Joseph P Helstrom,
CPA

Joseph P. Helstrom, CPA is the Chief Financial Officer for Carmel Financial Corporation, a sales finance company and is also a partner at CFO Resources, LLC a technology training company focusing on training and courseware for accountants”. Joe has over 25 years of experience as a CPA in both public accounting and industry. After auditing SEC clients for a large, global public accounting firm, he has managed the internal audit function as well as the financial reporting and analysis function for a global consumer electronics manufacturer and has directed corporate tax and corporate treasury functions for an international manufacturer of automotive parts. He has extensive experience in using and integrating computer applications to enhance the speed and decision usefulness of accounting and financial analysis processes.

L. Keith Jordan,
CPA

L. Keith Jordan is a Certified Public Accountant with over 30 years in progressively responsible accounting, supervision, and management experience. His experience in industry has included general and cost accountant, accounts payable supervisor, property accountant, assistant controller, and controller. He has also worked as Controller/Business Manager for a higher education component campus. In addition to his accounting duties, Mr. Jordan’s responsibilities have included network administration, software programming, and information technology development and coordination. Part of Mr. Jordan’s expertise is business applications software. Among other languages and applications, he has worked with FoxPro, Visual Basic for Applications (VBA), FrontPage, and the Microsoft Office Professional Suite. His ability to create software applications and code to meet accounting and business needs has often helped him increase or extend organizational capability and effectiveness. Mr. Jordan is a Certified QuickBooks ProAdvisor and Affiliate. For several years, he taught QuickBooks as a classroom instructor and offered consulting services to help clients with management, accounting, and QuickBooks issues. Mr. Jordan is currently self-employed, engaged in technical writing and editing; he also develops and maintains www.lkjcpa.com, a website aimed at providing tools and resources for small business and individuals.

Anthonette Klinkerman,
Speaker, Author, Teacher

Anthonette is a professional speaker, author, and teacher. Courtesy Bootcamp™ garnered national attention in Assisted Living Executive magazine, May, 2010, and was a featured keynote address in the city of Englewood's Summit for Professional Growth in October, 2010. The Summit itself was recognized by the HARVARD Kennedy School for innovative ideas in government employee training and development.

Jeffrey Magee,
Ph.D.

Jeffrey Magee is a Certified Speaking Professional, Certified Management Consultant (CMC), Certified Professional Direct Marketer and holds a PHD in Organizational Psychology. Dr. Jeffrey Magee has been called one of todays leading Leadership & Marketing Strategists. Jeff is also the publisher of Professional Performance Magazine, Co-Host of a national business entrepreneur program on Catalyst Business Radio, a Best Selling Author and a Human Capital Developer of JeffreyMagee.com for more than twenty years.

Richard Malekian,
MBA

Richard Malekian is President of Shareholder Value Consultants, Inc., a management consulting firm specializing in helping client companies create value for shareholders through the implementation of Free Cash Flow and Economic Profit programs. Areas of specialization include the education/training of client personnel in Free Cash Flow and Economic Profit techniques, and the quantification of customer loyalty initiatives using those measurement tools. Prior to founding Shareholder Value Consultants, Mr. Malekian was a Director in the Shareholder Value Management group at PricewaterhouseCoopers, and was also Vice President at Stern Stewart & Company. Earlier in his career, he served as Vice President within the Corporate Finance Group at American Express. His educational background includes an MBA in Finance from New York University, and a Bachelor of Science degree in Finance from the Wharton School of Business at the University of Pennsylvania.

Kim Marinoff,

Kim Marinoff is a current and former franchise owner, national franchise executive with Franchise Growth Systems, and Master Franchise owner, trainer and manager. She is a serial entrepreneur and lives in Colorado.

Patricia McCarthy,
MBA

Patricia McCarthy is with CFO Resources LLC, a technology consulting firm that specializes in software training and customized courseware for accountants. Her focus is on Microsoft Excel and Access training. Patricia has been in software training for over 14 years and her client list includes the Indiana CPA Society who awarded her their Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA Society magazines, including Indiana, Missouri and Arizona. She is also certified as a MOS expert in Excel. Patricia is a graduate of the College of the Holy Cross and also holds a MBA from Babson College. She was a full-time Lecturer in Butler University's School of Business for six years and has taught at several of Indiana's other universities.

Colleen Neuharth McClain,
CPA

Colleen Neuharth McClain is a certified public accountant (CPA) practicing in the fields of financial accounting and controllership. She graduated from the University of Texas, served for more than 15 years as a financial controller for public, private, domestic and international firms. She is also currently writing for the AICPA and various continuing professional education sponsors. Colleen has written approximately 30 courses over the past four years on everything from how to go paperless to the appropriate way to account for equity based compensation.

Troy Patton,
CPA/ABV

As a Partner of Patton and Associates, LLC, Troy serves as partner in charge of the firm’s Valuation and Litigation practice. In addition to his CPA certification, he has obtained his Accredited Business Valuation certification by the AICPA. He also values publicly held companies for Archer Investment Corporation which manages three no load mutual funds, the Archer Balanced Fund, Archer Income Fund, and Archer Stock Fund. Troy has been called as an expert in state and local courts, and has testified in local and federal courts in matters involving valuation and financial issues.

Troy is often a speaker with various State CPA Societies and to groups of CPA’s and Accountants regarding business valuations. He is often seen as an outsourcing arm for many CPA’s across the country and currently prepares 5-10 valuations per month for closely held and publicly traded businesses across many different types of companies and professional practices.

Colby Poulson,
Author

Colby Poulson received his MA from the University of Utah in 2002 and has been with iTransact since 2004. During that time he has served as Sales Manager and Operations Manager, and is currently the Training and Development Manager for iTransact.

Danny C Santucci,
JD

Danny earned his Bachelor of Arts in Political Science from the University of California at Irvine in 1969. He received his Juris Doctorate from Boalt Hall School of Law, University of California at Berkeley in 1972, at which time he began practice as a tax attorney in Southern California. In 1980, Danny established the law firm of Santucci, Potter and Leanders, in Irvine, California. With increasing lecture and writing commitments, Danny went into sole practice in 1995. His practice emphasizes business taxation, real estate law and estate planning. He has been admitted to practice before all California and federal courts including the United States Tax Court and the United States Supreme Court. Serving as a lecturer for the Continuing Education of the Bar of California, Golden Gate University, and numerous state C.P.A. societies, Danny teaches a variety of tax, business, CPA and real estate courses. Danny is in demand all across the country as a speaker for all levels of professional and civic organizations and numerous major seminar circuits. The author of over 28 texts, Danny speaks to over 2,000 people per month and travels more than 100,000 miles annually

Mary S Schaeffer,
MBA

Mary S. Schaeffer, a nationally recognized accounts payable expert, is the author of 15+ business books. She runs AP Now, a boutique publishing and consulting firm focused on accounts payable issues. Before turning to writing and consulting she worked in the corporate world as an Assistant Treasurer for the Equitable Life Assurance Society, a Financial Risk Manager for O&Y and a Corporate Cash Manager for Continental Grain, She speaks regularly at industry events, one-day seminars and online. She has an MBA in Finance and a BS in Mathematics.

Jae K. Shim,
Ph.D., CPA

Dr. Jae K. Shim is one of the most prolific accounting and finance experts in the world. He is a professor of accounting and finance at California State University, Long Beach, CEO of Delta Consulting Company, a financial consulting and training firm, received his M.B.A. and Ph.D. degrees from the University of California at Berkeley (Haas School of Business), written over 50 college and professional books, and frequently quoted by the Los Angeles Times, Orange County Register, Personal Finance, and Money Radio. He was the recipient of the Credit Research Foundation Award for his article on cash flow forecasting and financial modeling.

Patricia Ryan Stephens,
CPA

Patricia Stephens is a Certified Public Accountant (CPA) with over 25 years of experience in the areas of accounting management for private industry, cost accounting, supervision and training of accounting staff, technical editing and reviewing of accounting courses. She graduated from North Texas State University in 1982, has been a CPA in Texas since1995 and CPA in Colorado since 2010.

Candy Sugarman,
Speaker, Author

Candy Sugarman earned her degree in Psychology from U.C.L.A. and worked in a variety of industries utilizing a wide-range of skills, for the last two decades. With a deep desire to help entrepreneurs and small business owners understand and master online marketing, she created PlayBig Online Marketing. Due to the fast-paced changes in the online marketing world, she is able to use her ability to adapt and learn quickly to offer the very latest and best to her clients.

Jill Trehearne,
Author

Jill worked 8+ years at Microsoft as a Support Engineer, Content Lead, and Vendor Lead. As Content Lead, Jill wrote technical support articles for Office and many other Microsoft products. Jill's team also won the Microsoft Excellence in Business Award for content publication system project. Jill is partner/owner of FatDAWGS.com.

Michael J Walker,
CPA

Michael J. Walker is a New England-based Certified Public Accountant with over fourteen years of accounting experience in the financial services, information technology services and construction industries. He is currently a Vice President at one of the largest financial institutions in the world. He has an extensive technical accounting background that includes hands-on experience with U.S. GAAP, Canadian GAAP and International Financial Reporting Standards (IFRS). His expertise includes the accounting for derivatives, fixed income investments & securitizations. He graduated from Bentley University with a B.S. in Finance (1995) and a M.S. in Accountancy (2000).

Paul Winn,
CLU, ChFC

Paul Winn CLU ChFC is an insurance and financial writer with more than 30 years experience in the life insurance and securities industry as an agent/registered representative, an agency head, a marketing vice president for a life insurance company and the president of a corporate registered investment adviser. He was a long serving member of the advisory board to the New York State insurance department. He is a published book author and creator of more than 100 insurance and securities training courses.

 

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