Young CPA Cabinet

Young Professionals Cabinet

Since 2002, NCACPA has been dedicated to providing a voice for YPs in North Carolina. Formerly known as the Young CPA Cabinet, this group transitioned in May 2021 to encompass a broader reach for all young accounting professionals. The Young Professionals Cabinet focuses on initiatives and events for its demographic and has diverse state-wide representation with 24 members (three classes of 8), 40 years of age and under.

The Cabinet’s mission is to personally engage young professionals by promoting and aiding their involvement and development in the accounting profession.

YOUNG PROFESSIONALS CABINET MISSION

The Cabinet’s description and role is to provide young professionals in the accounting profession with networking, community outreach, leadership development, and diverse opportunities. The Cabinet also seeks ways to enhance the value of Association membership for young members, increase membership and connections within the Association, and inform the leadership of topics relevant to young members.

YOUNG PROFESSIONALS CABINET DESCRIPTION & ROLE

THE YOUNG PROFESSIONALS CABINET…

ADVOCATES for the profession by building and maintaining relationships with legislators through NCACPA’s Key Person Program.

PROMOTES the profession through activities and events including involvement with the NC CPA Foundation Inc.

ENGAGES and collaborates with other young professionals within NCACPA, and other diverse organizations across the state, in an effort to serve both the community and the accounting profession.

SUPPORTS diversity and inclusion in the profession by collaborating with young professionals within NCACPA and other organizations across the state.

LEADS within their firm, the profession, and North Carolina’s business community by representing young professionals on behalf of NCACPA.

Jon & Jamie Passing the Gavel 2024

CABINET LEADERSHIP

Chair: One-year term
Vice-Chair: One-year term
Succession Planning Subcommittee Chair: One-year term
NC CPA Foundation Inc. Liaison: One-year term

Note: Each Cabinet member serves a 3-year term. 

CABINET OPERATIONS

The Cabinet creates and adheres to an annual action plan which details activities for the year. The action plan is discussed and agreed upon in the January meeting prior to the beginning of the next fiscal year for budget purposes and revisited at the first meeting of the next year to include the new class. This is an evergreen document and may be adjusted throughout the year as needs arise, however, all Cabinet activities must relate to the Cabinet mission.

May Raleigh Meeting Group Photo

Want to be a part of the
Young Professionals Cabinet?

Questions about the Young Professionals Cabinet or application? Please contact staff liaisons Holly Bazemore or Mackenzie Williams. 

Cabinet Leadership 

Jessica Saggus White, CPA Headshot
Photo of James Benjamin Stevens, Jr.
Rashel Korte Headshot
PeterBell_2024-61

Jessica Saggus White, CPA
Chair
Forvis Mazars, LLP 

Central Piedmont (Charlotte)
Connect with Jessica on LinkedIn

James Benjamin Stevens, Jr., CPA (Jay)
Vice Chair
Coefficient Giving

Central Piedmont (Charlotte)
Connect with Jay on LinkedIn

Rashel Korte, CPA
Succession Planning Subcommittee Chair
Enact MI

Triangle (Raleigh)
Connect with Rashel on LinkedIn

Katie Patterson, CDFA
Foundation Liaison
Bell & Associates PLLC

Central Piedmont (Charlotte)
Connect with Katie on LinkedIn

2024-2027 Class

Justin-Allen

Justin Allen, CPA
Smith Leonard, PLLC
Western NC (Hickory)

Madison Bell Headshot

Madison Bell, CPA
Forvis Mazars, LLP 
Triangle (Raleigh)
Connect with Madison on LinkedIn

BrendanGaray-BEST-22

Brendan A. Garay, CPA
Windham Brannon
Central Piedmont (Charlotte)
Connect with Brendan on LinkedIn

Rashel Korte Headshot

Rashel Korte, CPA
Enact MI 
Triangle (Raleigh)
Connect with Rashel on LinkedIn

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Cody Ellison, CPA
CliftonLarsonAllen
Triangle (Raleigh)
Connect with Cody on LinkedIn

PeterBell_2024-61

Katie F. Patterson, CDFA
Bell & Associates PLLC
Central Piedmont (Charlotte)
Connect with Katie on LinkedIn

Jessica Saggus White, CPA Headshot

Jessica Saggus White, CPA
Forvis Mazars, LLP
Central Piedmont (Charlotte)
Connect with Jessica on LinkedIn

Rik Ujaan Headshot

Rik Ujaan, CPA
Wake Forest University
Triad (Winston-Salem)
Connect with Rik on LinkedIn

2025-2028 Class

Alexis Feight Headshot

Alexis Feight, CPA
EY
Triangle (Rolesville)
Connect with Alexis on LinkedIn

Hartley__Lorin

Lorin Hartley, CPA
DMJPS PLLC
Triad (Greensboro)
Connect with Lorin on LinkedIn

Gabrielle-Joba-CPA-CFE-scaled

Dr. Gabrielle Juba, CPA, CFE
Juba Forensics PLLC
Western NC (Brevard)
Connect with Gabi on LinkedIn

Marie Lyons Headshot

Marie Lyons, CPA
Forza CPA, PLLC
Triangle (Wake Forest)
Connect with Marie on LinkedIn

Jessica-Robinson-CPA

Jessica Robinson, CPA
DMJPS PLLC
Eastern NC (Southern Pines)
Connect with Jessica on LinkedIn

Photo of James Benjamin Stevens, Jr.

James Benjamin Stevens, Jr., CPA (Jay)
Coefficient Giving
Central Piedmont (Charlotte)
Connect with Jay on LinkedIn

Dylan Tuttle, CPA

Dylan Tuttle, CPA
Bernard Robinson & Company, LLP
Triad (Mayoden)
Connect with Dylan on LinkedIn

Trent-Williams-CPA

Trent Williams, CPA
Hog Slat, Inc.
Eastern NC (Dunn)
Connect with Trent on LinkedIn

2026-2029 Class

Photo of Aspen Axelman

Aspen Axelman, CPA, CMA
Govineer Solutions
Central Piedmont (Charlotte)
Connect with Aspen on LinkedIn

Photo of Andrew Breytenbach

Andrew Breytenbach, CPA
Rosewood Corporate Investments
Triangle (Raleigh)

Photo of David Crespo

David Crespo, CPA
Audemars Piguet (North America) Inc.
Triangle (Princeton)
Connect with David on LinkedIn

Photo of Francis Lozzi

Francis Lozzi
Katz Sapper & Miller, LLP
Central Piedmont (Matthews)
Connect with Francis on LinkedIn

Photo of Samuel G Macy

Samuel G. Macy
Avior Tax & Accounting
Triad (Greensboro)
Connect with Samuel on LinkedIn

Photo of Matthew J Shustack

Matthew J. Shustack, CPA
Roman Catholic Diocese of Charlotte
Central Piedmont (Mint Hill)
Connect with Matthew on LinkedIn

Photo of Teneshia Spencer

Teneshia Spencer, PMP
BRC
Triad (Greensboro)
Connect with Teneshia on LinkedIn

Photo of Jessica Tyson

Jessica Tyson, CPA
First Mile Insurance Company
Triangle (Raleigh)
Connect with Jessica on LinkedIn

Ready to level up your skills as a professional and advocate for young professionals in accounting?