I Call to Order and Roll Call - 9:40 A.M.

A meeting of the New Jersey State Board of Accountancy was convened in accordance with the provisions of the Open Public Meetings Act. Pursuant to those provisions, the proper notifications were made to the Office of the Secretary of State, the Camden Courier-Post, the Trenton Times, the Asbury Park Press, the Record and the Star-Ledger. Donald Jump, Secretary of the Board, called the meeting to order at 9:45 a.m. The following roll call was taken:

Keith Balla, CPA Present
Robert Cagnassola, CPA Excused
John Dailey, Jr., CPA Present
Andrew DuBoff, CPA Present
Bennie Hadnott, CPA Present
Albertus Jenkins, Public Member Present
Donald Jump, CPA Present
Aubrey Kosson, CPA Present
Margaret Shoe, Public Accountant Present
Robert Sommer, Public Accountant Present
Peter Torok, Public Member Excused

Also present at the meeting were William Mandeville, Executive Director; Marianne Greenwald, Deputy Attorney General; Melba Rodriguez, Secretarial Assistant; Marie Lisa, Staff; Mike Polito, CPA, Past President, NJSCPA; John Coiro, CPA, President, NJSCPA; David Plaskow, Editor, NJSCPA Magazine and Burt Zocks, CPA, NJAPA.

II Minutes of the Meeting of January 24, 2008

On a motion made by Andrew DuBoff, seconded by Donald Jump, the Board voted to approve the January 24, 2008 Public Session minutes with corrections. The vote of the Board was nine voting in favor with Keith Balla and Albertus Jenkins abstaining.

III President’s Remarks

Board President Jenkins had no report for the Board.

IV Executive Director’s Remarks

Executive Director Mandeville reported to the Board that Jonathan Eisenmenger has been transferred and will serve as the Executive Director for the Dentistry and Chiropractic Boards.

Executive Director Mandeville reported to the Board that the CPE audit is almost completed.

V Request for Reciprocity

A Christy Robeson

Christy Robeson is requesting to reciprocate her Pennsylvania license. Ms. Robeson is lacking 11 semester hours toward the 150 credit hour requirement. Ms. Robeson was licensed on January 8, 2004.

On a motion made by Margaret Shoe, seconded by John Dailey, the Board voted to approve Ms. Robeson’s request to reciprocate her Pennsylvania license based on N.J.S.A. 45:2B-53. The vote of the Board was unanimous.

B Michael R. Brown

Michael Brown is requesting to reciprocate his Pennsylvania license. Mr. Brown is lacking 3 semester hours in Accounting and 27 semester hours toward the 150 semester hour requirement. Mr. Brown was licensed on August 27, 2003.

On a motion made by Donald Jump, seconded by Margaret Shoe, the Board voted to approve Mr. Brown’s request to reciprocate his Pennsylvania license based on N.J.S.A. 45:2B-53. The vote of the Board was unanimous.

C. Evan Maltese

Evan Maltese is requesting a waiver to reciprocate his New York license. Mr. Maltese is lacking four semester hours in Liberal Arts. Mr. Maltese has 18 years of experience as a CPA with Ernst & Young in New York.

On a motion made by Andrew DuBoff, seconded by Robert Sommer, the Board voted to inform Mr. Maltese to provide proof that he is licensed in New York and Connecticut and an affidavit of employment. When the proof is received, Mr. Maltese’s request for a waiver under N.J.S.A. 45:2B-53 to reciprocate his New York license will be granted. Mr. Matlese is to be informed that his CPE in the State of New York must be satisfied before licensure. The vote of the Board was unanimous.

VI NASBA Matters

A Focus Questions

On a motion made by Robert Sommer, seconded by Donald Jump, the Board voted to authorize Andrew DuBoff and Executive Director Mandeville to finalize the answers to the Focus Questions and submit them to NASBA. The vote of the Board was unanimous.

B Correspondence from NASBA regarding fees

The Board accepted the information submitted by NASBA regarding fees as informational.

VII Miscellaneous

A John Brewer, CPA

Correspondence was received from John Brewer, CPA wherein he requests a clarification regarding the requirement to be a registered municipal accountant in order to audit a Fire District.

On a motion made by John Dailey, seconded by Donald Jump, the Board voted to inform Mr. Brewer that to the best of the Board’s knowledge, Audits of Fire Districts do not require Licensing as a Registered Municipal Accountant. Mr. Brewer is to also be informed that he should contact the Department of Community Affairs, Bureau of Authority Regulations for further clarification. The vote of the Board was unanimous.

VIII Committee Reports

A CPA Examination Committee

Aubrey Kosson had no report for the Board.

B Ethics Committee

Donald Jump had no report for the Board.

C CPE Committee

Robert Sommer had no report for the Board.

D RMA Committee

Robert Cagnassola had no report for the Board.

E QE Committee

Robert Cagnassola had no report for the Board.

F Education Committee

Bennie Hadnott had no report for the Board.

G Reciprocity Committee

Keith Balla had no report for the Board.

H Nominating Committee

Andrew DuBoff had no report for the Board.

I Statute/Rules/Regulations Committee

Andrew DuBoff had no report for the Board but did question Executive Director Mandeville regarding the proposed CPE regulations that have been published in the New Jersey Register. Executive Director Mandeville informed the Board that to date, only one comment has been received regarding the proposed regulations.

J Planning Committee

Margaret Shoe had no report for the Board.

Robert Sommer made a comment about the Board possibly going paperless. Executive Director Mandeville informed the Board that the Medical Board is currently using the Agenda Builder service and that he has requested this paperless system for our Board.

On a motion made by Robert Sommer, seconded by Keith Balla, the Board voted that Executive Director Mandeville follow up on this matter. The vote of the Board was unanimous.

K Monitoring Profession Committee

John Dailey informed the Board that the Monitoring Profession Committee has been moved to the Executive Session.

IX Public Comments

John Coiro, CPA, President, NJSCPA informed the Board that on January 31, 2008 the Society co-sponsored the Chamber’s ride to Washington D.C. Over 100 CPAs from New Jersey attended in Washington and it was very well received.

Mr. Coiro informed the Board that Ralph Thomas, Executive Director of the NJSCPA met with an Assemblyman to discuss the mobility issues. It is hoped that the legislation will be introduced in both houses in the near future.

Mr. Thomas informed the Board that the Walk to Washington was videoed and placed on the Society’s website. He also indicated that an article called "Building New Jersey by the Numbers" will be in the Society’s next magazine issue. Mr. Thomas then informed the Board that on April 17, 2008 a Scholarship Awards ceremony will be held at the Sheraton, Iselin, NJ for college juniors and seniors, that the annual meeting will be held at the Taj Mahal, Atlantic City, NJ on May 7-8, 2008, that the Scholars Institute will be held on June 19-20, 2008 and that Career Night will be held at the Pines Manor, Edison, NJ on October 2, 2008.

On a motion made by Robert Sommer, seconded by Bennie Hadnott, the Board voted to adjourn the Public Session Board meeting at 10:45 A.M. to reconvene in Executive Session to discuss the results of the Investigative Inquiry conducted on February 7, 2007, three matters of Old Business, three issues pending from reinstatement of CPA licenses, two retractions of issued Provisional Orders of Discipline, the Monitoring Profession Committee report and two Consumer Complaints. The vote of the Board unanimous.

Respectfully submitted,

William Mandeville
Executive Director

Contact Us | Privacy Notice | Legal Statement | Accessibility Statement

division: dca home | complaint forms | licensing boards | adoptions | proposals | minutes | consumer protection

departmental: lps home | contact us | news | about us | FAQs | library | employment | programs and units | services a-z

statewide: nj home | my new jersey | people | business | government | departments | search