Thank You, Volunteers!

Over 500 NCACPA members have stepped-up to volunteer! CPAs and other financial professionals are in a unique position to improve the overall financial health of our country, starting at the grassroots level. NCACPA’s goal is to help North Carolinians reduce debt and build wealth, and by doing so, strengthen the state’s economic standing and financial future. It’s a win-win situation and we want you to be a part of it! 

People in YOUR community need YOUR help. Whether it’s talking to students about credit or helping a family establish a budget, there are a variety of opportunities across the state for members to get involved.  

We’d like to thank the following members for making a financial literacy presentation or participating in an event during the past 11 months:  

Lynne Anderson, Lynette J. Anderson, CPA, PA, Asheville
Scott Barham, Burkett & Barham, CPAs, PLLC, Eden
Susan Barrett, The Little Bank, Greenville
Sharon Bell, UNC Pembroke, Pembroke
Claude Bogues, Claude M. Bogues, CPA, PLLC, Durham
Stanley Bowers, Bowers Implement Co., Albemarle
Kimbery Branch, City of Greenville, Greenville
Esther Bredell, Progress Energy Service Company, LLC, Raleigh
Wendy Brewer, Wachovia Wealth Management, Asheville
Cindy Brown, Cynthia B. Brown, CPA, CEBS, Raleigh
Erin Campbell, Beacon Financial Services Corporation, Raleigh
Cynthia Carter, Durham Technical Community College, Durham
Linda Carter, Linda V. Carter, CPA, Albemarle
Sok Heang Chang, Johnson Price & Sprinkle, PA, Asheville
Karen Cranford, Karen L. Cranford, CPA, Salilsbury
Delmas Cumbee, Pittard Perry & Crone Inc., Williamston
Bernita Demery, City of Greenville, Greenville
Sherry Dendy, Stocks, Smith, Campbell & Dendy, PA, Kannapolis
Lorrie Eaton, Russell L. Isenhour, CPA, Hickory
Lance Eubanks, Vaco, LLP, Charlotte
Kiala Felder, Grant Thornton, LLP, Charlotte
Ed Fidelman, Edward A. Fidelman, CPA, in Arden
Julie Fogelman, Apple, Bell, Johnson & Co., PA, Burlington
Brenda Fowler, Alamance Community College, Graham
Sharlene Franklin, City of Asheville, Asheville
Robert Gaines, Durham
Karen Gaskill, UNC Greensboro, Greensboro
Bucky Glover, Potter & Co., PA, Monroe
Melissa Hart, North Carolina State University, Raleigh
Diane Helms, Stancil & Co., Raleigh
Nicole Hendren, CAI Inc., Raleigh
Tim Hooks, Bernard Robinson & Co., LLP, Greensboro
Cecelia Horton, North Carolina Mutual Life Insurance Co., Durham
Kim Baker-Hudgins, Smolski and Baker-Hudgins, PA, Hendersonville
Michael Jackson, NC A&T State University, Greensboro
Keith Jones, Greenville Utilities Commission, Greenville
Paul Knott, SmithBarney, Wilmington
Johnathon Kraftchick, Cherry Bekaert Holland, LLP, Raleigh
Renata Lynn, Cyrus & Lynn CPAs, Cary
Anthony Masino, Anthony Masino, CPA, Charlotte
Betsy Mayes, UNC Asheville, Asheville
David McClure, McClure, CPA, PA, Charlotte
Jim McCoy, Raleigh
Doug Moore, Gibraltar Financial, LLC, Pinehurst
Brad Moser, Gilliam, Coble & Moser, LLP, in Burlington
Max Mukelabai, Maximo Mukelabai, CPA, Durham
Rick Niswander, East Carolina University, Greenville
Shon Norris, Gould Killian CPA Group, PA, Asheville
Bill Norwood, Oettinger & Norwood, PA, Rocky Mount
Jenny Parlier, BDO Seidman, LLP, Charlotte
Tom Pender, NCACPA, Raleigh
Janette Perez, VP Corp, Winston-Salem
Tony Perry, Moore Stephens Frost, PLC, Raleigh
Joan Pharr, Blackman & Sloop CPAs, PA, Chapel Hill
William Robinson, William S. Robinson, CPA, Greenville
Regina Rudolph, Regina H. Rudolph, CPA, PLLC, Charlotte
Jason Schneider, SZD Wicker, Raleigh
Sarah Sink, Sarah B. Sink CPA, Mooresville
Denise Smith, Gardner Webb University, Boiling Springs
Thomas Spivey, Thomas E. Spivey, CPA, PA, Durham
Chris Townsend, Pitt County Memorial Hospital, Greenville
Deetra Watson, Blackman & Sloop, CPAs, PA, Chapel Hill
Matt Williams, Cotton Growers Cooperative Inc., Garner
Damion Yudichak, Raleigh
 

If you have made or will make a financial literacy presentation, please contact Lorrie Leonhardt with the details. If you are not currently signed up as a financial literacy volunteer and would like more information, please contact Lorrie or any Financial Literacy Council member. The association’s websites, www.ncacpa.org/FinancialLiteracy and www.growyourgreen.org are also good sources for additional information.
 

Additional information:
What is Financial Literacy?
How to Get Started
FAQs
Financial Literacy Presentation Kits
Thank You Volunteers
Presentation Summary Sheet


Free Financial Literacy CPE Course
Financial Literacy Volunteer Form
Financial Literacy Council Members
Additional AICPA Resources
Upcoming Events

For more information, contact lleonhardt@ncacpa.org.

 

3100 Gateway Centre Boulevard / Morrisville, NC 27560 / Contact A Staff Member
Phone: (919) 469-1040 / (800) 722-2836 / Fax: (919) 469-3959