Around the Firm: February 2021
Tampa’s Michelle Sanchez Selected for the Nonprofit Leadership Center Board
Firm Member Michelle Sanchez, CPA, of the Tampa office has been selected to serve on the Nonprofit Leadership Center (NLC) Board. The NLC is Tampa Bay’s center for nonprofit education that exists to support the nonprofit sector. Learn more about Michelle Sanchez here.
Heather Locklar and MaryPat Peeples Receive NextGen: Birmingham Awards
Warren Averett CPAs and Advisors is proud to announce the recognition of Heather Locklar and MaryPat Peeples as two of Birmingham Business Journal’s up-and-coming leaders in key Birmingham industries. Winners of the #NextGenBHM Awards are selected from a pool of BBJ’s 2020 #NextGen award recipients and they were honored at a ceremony on January 28. Learn more about Heather Locklar here and click here to learn more about MaryPat Peeples.
Greg Sellers Speaks at Estate Planners’ Webinar
Greg Sellers, CPA, AEP® of the Firm’s Montgomery office was selected as a speaker at a National Association of Estate Planners & Councils (NAEPC) educational webinar. Sellers spoke to other estate planners about making sure that their practices are effective during everything that is going on right now. Sellers has been helping individuals with their estates and trusts for 35 years and is well-positioned as an emerging thought leader. Read more about Greg Sellers here.
Warren Averett’s Susan Key Receives Certified Senior Advisor® Certification
Warren Averett CPAs and Advisors is pleased to announce that Susan Key, CSA, a Senior Associate in the Firm’s Daily Money Management Services Division out of the Montgomery office, has been designated as a Certified Senior Advisor® (CSA) by the Society of Certified Senior Advisors. The CSA certification assists professionals in building effective relationships with seniors and requires a commitment to high standards, professional ethics and trust.
Warren Averett’s Ryan Grauel And Brett Walton Recognized As Birmingham Business Journal’s Nextgen Of Accounting
Ryan Grauel, CPA, and Brett Walton, CPA, of the Firm’s Birmingham office have been recognized as NextGen BHM: Accounting award winners by the Birmingham Business Journal. The NextGen BHM: Accounting award recognizes up-and-coming accounts who are ages 35 and under. To learn more about Grauel and Walton, click here.
Maddox Casey Named One of Birmingham Business Journal’s 2021 Who’s Who in Birmingham Healthcare
Warren Averett CPAs and Advisors is pleased to announce the selection of Maddox Casey, CPA, to Birmingham Business Journal’s (BBJ) Who’s Who in Birmingham Healthcare 2021 list. The list recognizes individuals who are key leaders in Birmingham’s healthcare world, ranging from academic leaders to hospital CEOs. Casey, a Member of Warren Averett in the Birmingham office, is the practice leader for the Firm’s Healthcare Division which serves over 650 physician practices across the Southeast. You can read more about Casey here.
Paul Perry and Scott Pruitt Speak at Destin Business Technology Summit (BIZTECH)
Paul Perry, FHFMA, CISM, CITP, CPA, CDPSE and Scott Pruitt, CDPSE, CISA from the Firm’s Security, Risk and Controls Group recently presented at the 2nd Annual Destin Business Technology Summit (BIZTECH). Warren Averett, led by Destin Managing Member Kevin Bowyer, sponsored a breakout session. Paul and Scott discussed vendor management best practices and procedures. With the continual shift to outsourcing processes and security to vendors who perform those tasks full time, understanding the risks an organization takes on with third- and fourth-party vendors is important.
Warren Averett’s Huntsville Office Sees Snow
The Firm’s Huntsville office got a snowy surprise on Tuesday, February 16 during the historic cold front that impacted many states and several of our offices. Team members and their families had the chance to play in the snow, and many shared photos of their snowy surroundings. This photo of snow coating the roof our Huntsville office and the surrounding parking lot came from Ryan Chaffin!
Warren Averett Asset Management’s Ashley Tucker earns Certified Financial Planner™ Certification
Warren Averett Asset Management is pleased to announce that Ashley Tucker, CFP®, has obtained her Certified Financial Planner certification. The Certified Financial Planner certification is the standard of excellence for financial planners and requires for CFP professionals to meet extensive training and experience requirements. You can learn more about Ashley Tucker here.
401k Plan Participant Webcast Series, Next Edition Coming March 10th!
This monthly webcast series is designed to help 401k participants with difficult finance, education and retirement decisions. You can catch up on the previous sessions about retirement, risk tolerance, life insurance, estate documents and dealing with debt by clicking the hyperlinks. Interested in tuning in to this free series for 401k participants? RSVP for the March 10th session on Medicare here.
Catch up on Episodes of The Wrap Podcast
Warren Averett’s The Wrap Podcast will be back with more episodes soon. If you want to catch up on seasons 1-5, you can find them here.
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