Partner Rose Doherty, CPA, spoke at the Junior League's Project CON:CERN Nonprofit Breakfast on February 23, 2012. Doherty, along with other speakers, discussed how to prepare for an audit, audit best practices, and board fiduciary responsibility. Project CON:CERN helps community-based nonprofit organizations strengthen their organizational capabilities. The Junior League is a Legacy client.
Doherty and Marketing Director Julie Tucek attended the Association Forum's Holiday Showcase on December 15, 2011 at the Hyatt Regency Chicago. They both enjoyed catching up with clients and colleagues at this annual association community event.
In Firm news, Timothy D. Lakis, CPA, CFE, is now the Partner in Charge of the Firm's Schererville, Indiana office. The office (formerly in Munster) is now located at 222 Indianapolis Blvd., Suite 103, Schererville, IN 46375. The Minnesota office has also moved. While still based in Edina, the office's new address is 6800 France Avenue So., Suite 550, Edina, MN 55435.
Additionally, effective January 1, 2012, Larry Wood, CPA, who recently transferred to the Minnesota office from the Chicago office, was promoted to Senior Manager. Brian Ellefson, CPA, and Ryan Lacey were promoted to Manager in the Firm's Chicago Audit Department.
We are grateful for your referrals and your confidence in our people and our work. In addition to our large nonprofit and association practice, we also audit employee benefit plans, including 401(k) and 403(b) plans, labor organizations, villages, municipalities, school districts, and commercial entities.
Contact Julie Tucek, Marketing Director, at 312-384-4292 or jtucek@legacycpas.com if you would like to discuss any opportunities, or if you have any suggestions or contributions for this publication.
This issue was edited by Rose Doherty, CPA, Partner, who can be reached at 312-384-4223 or rdoherty@legacycpas.com.