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North America Advisory Committee

Darsi Casey
Chair Darsi Casey Managing Partner

Firm
Casey Neilon Inc. (Carson City, NV office)

Location
Carson City, United States of America

Time Zone: UTC-8

Tel: +1 775 2835555
Mobile: +1(775)720-9241
Website: www.caseyneilon.com

Casey Neilon services time-starved entrepreneurs that are owners or key stakeholders in growing businesses. Many of our clients own and are involved in multiple businesses with a variety of ownership structures doing business in multiple states simultaneously. Our clients often need to make complex financial decisions within short windows of time and rely on the advisors at Casey Neilon to provide them with information and oversight to assist with these decisions and to help them with long-term planning.

In addition to tax, accounting, audit and consulting services for our business clients and their owners, Casey Neilon specializes in tax, audit and consulting to captive insurance companies.

Jeffrey Berger
Deputy Chair Jeffrey Berger Partner/Shareholder

Firm
Golenbock Eiseman Assor Bell & Peskoe LLP

Location
New York, United States of America

Time Zone: UTC-5

Tel: +1 212 9077300
Website: http://www.golenbock.com/attorneys/jeffrey-s-berger/

Mr. Berger leads the Firm's corporate tax practice. He is involved in structuring many of the corporate transactions in which the Firm is involved, especially in the areas of mergers and acquisitions, corporate finance, limited liability companies, partnerships and S corporations, executive compensation, private equity and venture capital investments, and fund formations. Mr. Berger also has extensive experience in the tax aspects of business start-ups, bankruptcy and debt restructurings, real estate transactions, cross-border transactions, federal and state audits and appeals, ruling requests and collection matters, and the formation and operation of tax-exempt organizations.

Mr. Berger also maintains an active corporate law practice involving the formation and ongoing representation of large and mid-sized business entities, private investment funds and joint ventures, and he is regularly engaged by both management and employees in the negotiation and drafting of executive employment and separation/severance agreements.

James Hickey
Chief Executive Officer James Hickey Chief Executive Officer

Firm
Alliott Group (Executive Office)

Location
Petersfield, United Kingdom

Time Zone: UTC+0

Tel: +44 203 330 0110
Mobile: +44 7595 042 779
Website: http://www.alliottgroup.net

As Chief Executive Officer, James is responsible for the day to day management of Alliott Group. Working in conjunction with the Worldwide Executive, the Worldwide Board and the Regional Advisory Committees, James supports the development and implementation of membership services and the strategic development of the Group. James joined Alliott Group in July 2008 and has over 15 years' experience of working within a membership/association business environment.

Paul Greilich
Member Paul Greilich Partner/Shareholder

Firm
Montgomery Coscia Greilich LLP (Plano, TX office)

Location
Plano, United States of America

Time Zone: UTC-6

Tel: +1 972 748 0300
Mobile: +1 972 6797827
Website: http://www.mcggroup.com

Paul is a founder and partner in charge of the audit practice. His primary disciplines include both private and public company financial statement audits. Paul has experience in mergers, acquisitions and public offerings as well as post transaction consulting.

Paul co-founded Coscia Greilich & Company LLP in January 2001. He was the firm's lead audit partner. Paul's primary activity with the firm was the provision of audit, review and compilation services, transaction advisory and information technology services, and financing services.

Prior to forming Coscia Greilich & Company LLP, Paul excelled to become the senior audit manager at Montgomery Baggett & Drews LLP (MBD) over a six-year period. During that time, Paul's experience was diversified in audit, accounting and information technology. Paul focused in the manufacturing, distribution and information technology industries and provided his clients with many value-added services which included cost accounting review, accounting systems analysis and internal control consulting.

Prior to serving at MBD, Paul provided his services on an independent basis for two years at Mobil Oil Company in Dallas, Texas in the internal audit group. Additionally, Paul worked for WC Linden, Inc., a boutique private equity firm, for two years as the senior accounting manager.

Valerie Menard
Member Valerie Menard Partner/Shareholder

Firm
Hardy, Normand & Associes, LLP

Location
Montreal, Canada

Time Zone: UTC-5

Tel: +1 514 3551550
Website: http://www.hardynormand.com

Valerie Menard is a partner in the firm's tax department and serves on the alliance's Global Mobility Services Group Leadership Team.

Valerie achieved a BBA and a specialized graduate diploma in Public Accounting in 2003. The same year, she was designated Best Performer in Quebec and was awarded a gold medal by the profession. Later on, she earned a Master of Law with the Taxation option (LL.M.) from HEC Montrea, the Montreal University business school and from the University of Montreal Law Faculty, with honors. Her career began with a Big Four accounting firm.

Valerie has been with Hardy, Normand & Associes since 2004.

Paul D Grossbard
Member Paul D Grossbard Partner/Shareholder

Firm
Miller Grossbard Advisors, LLP

Location
Houston, United States of America

Time Zone: UTC-6

Tel: +1 713 622 3960
Mobile: +1 (713) 299-4322
Website: http://millergrossbard.com/PaulGrossbard.php

I am a Partner with Miller Grossbard Advisors, LLP, an independent, full service tax, accounting and business consulting firm located in Houston, TX with International and Multistate Tax Consulting expertise.

Tax and business advisor working with clients on sophisticated planning and management consulting in the areas of strategic planning and forecasting, tax minimization and risk management through entity structuring, increasing company value and cash flow. Advise business owners on succession and exit strategies. Counsel individual clients in the areas of tax minimization and estate planning.

Specialties: Tax, real estate tax structuring, business operations, business start-ups, business succession/exit planning and family wealth transfer.

Daryl R. Petrick
Member Daryl R. Petrick Partner / Shareholder

Firm
Bowman & Company, LLP

Location
Stockton, United States of America

Time Zone: UTC-8

Tel: +1 209 473 1040
Website: http://www.cpabowman.com

Since joining Bowman in 1987, Daryl has become the firm's chief recruiter, visiting college campuses to find the kind of person who has an equal share of accounting and people skills. I've been told that our hiring process is very detailed and thorough, which is a good thing since we're hiring people who'll be the next generation of Bowman professionals.

Jeremy Pierce
Member Jeremy Pierce Partner/Shareholder

Firm
Vohora LLP CPAs and Business Advisors

Location
Vancouver, Canada

Time Zone: UTC-8

Tel: +1 604 2511535
Mobile: +604 3159997
Website: http://www.vohora.ca

Dave Wilson
Member Dave Wilson Partner/Shareholder

Firm
Grant Bennett Associates (Sacramento office)

Location
Sacramento, United States of America

Time Zone: UTC-8

Tel: +1 916 922 5109
Mobile: +1 916 7479560
Website: http://www.gbacpa.com

David came to Sacramento in 1981, and joined Grant Bennett Associates in 1991. His professional affiliations include the American Institute of CPAs, the Kentucky Society of CPAs, and the California Society of CPAs (CalCPA). He graduated from the University of Kentucky in 1969 and became a CPA in 1972. David is a past Chair of the statewide CalCPA Accounting Principles & Auditing Standards Committee, having previously served as the Chair of the Auditing Standards Subcommittee; he continues to serve on that committee as well as the Government Relations Committee. He has been member of the Council of the CalCPA and has served as the Chair of the Audit Committee, a member of the Executive Committee, and a member of the Peer Review Committee. He is also a past member of the Board of Directors of the Sacramento Chapter of the CalCPA. He is a past Chair of the Board of United Way California Capital Region as well as being a continuing member of the Finance Committee and the Audit Committee. David presently serves as Chair of the Health Impact Council. Additionally, he was a member of the Membership Accountability Committee of United Way of America. David has served as a member of the Board of Directors of the Community Services Planning Council, and is also a past President of the Kiwanis Club of Greater Sacramento. For fun, David loves to dawdle on the California Delta on his sail boat.

Mark Weber
Member Mark Weber Managing Partner

Firm
Weber, Shapiro & Company LLP

Location
Woodcliff Lake, United States of America

Time Zone: UTC-5

Tel: +1 201 3270400
Mobile: +1 2019664455
Website: http://www.webershapiro.com

Mark S. Weber, Managing Partner, began his career with the accounting firm of Price Waterhouse in 1981. Although he has extensive experience in all aspects of taxation, Mark prefers to focus on individuals and small businesses and also has significant expertise in the area of business valuation. Mark holds the AICPA Personal Financial Specialist designation (PFS) and is a Certified Fund Specialist (CFS).

Christopher Blake

Firm
Hahn Loeser & Parks LLP

Location
Cleveland, United States of America

Time Zone: UTC-5

Tel: +1 216 6210150
Website: http://www.hahnlaw.com