GYF's Annual CPE Day
NOVEMBER 9, 2023
Let’s Make a Deal – Issues Related to Buying a Business
Mark Wolstoncroft, Partner – GYF A&A Services Group
Mark has over 20 years of experience. His expertise includes performing audits and reviews, auditing employee benefit plans, conducting fraud investigations, and delivering M&A transaction services.
Amber Pinskey, Manager – GYF A&A Services Group
Amber has a decade of experience in public accounting. She provides assurance services for a variety of clients and also has expertise in business transaction work and employee benefit plan audits.
Don Johnston, Partner – GYF Tax Services Group
Don has 30+ years of experience serving the tax and consulting needs of privately-held companies and their owners. He also has expertise with business entity formation, transactions and exit planning.
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- None available at this time
Family Feud – Considerations
for Ethical Business Relationships
Based on four decades of experience, Ray will provide examples that demonstrate both the success that can be achieved with a positive alignment of core values, ethical practices and appropriate behavior, as well as the failure that should be expected from misalignment of these attirbutes.
1 ETHICS CPE HOUR
Ray Betler, Chairman – L.B. Foster Board of Directors; Retired President & CEO – Wabtec Corporation
Ray has extensive corporate and board leadership experience over the course of his career. Since his retirement in 2019, he has focused on his family and serving the community. He is actively involved and holds leadership positions in a variety of cultural, educational, business and faith-based organizations.
The Price Is Right – Issues Related to Selling a Business
GYF’s M&A experts will discuss important audit and tax considerations, risks and roadblocks related to selling a business.
.5 TAX CPE HOUR & .5 A&A CPE HOUR
Don Johnston, Partner – GYF Tax Services Group
Don has 30+ years of experience serving the tax and consulting needs of privately-held companies and their owners. He also has expertise with business entity formation, transactions and exit planning.
Ryan Fronius, Senior Manager – GYF Tax Services Group
Ryan has eight years of experience of public accounting experience, providing tax services for businesses and individuals. He also assists clients with M&A transactions and multi-state tax issues.
Mark Wolstoncroft, Partner – GYF A&A Services Group
Mark has over 20 years of experience. His expertise includes performing audits and reviews, auditing employee benefit plans, conducting fraud investigations, and delivering M&A transaction services.
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- None available at this time
Deal or No Deal – Valuation Considerations for Transactions
GYF valuation professionals will talk about deal multiples, popular industries from a deal perspective and other relevant points of interest surrounding a transaction.
1 OTHER CPE HOUR
Melissa Bizyak, Partner – GYF Business Valuation & Litigation Support Services Group
Melissa leads the firm’s valuation practice. She has more than 25 years of experience, serving clients in private and public companies in a variety of industries. Melissa also provides expert witness testimony.
Brad Matthews, Senior Manager – GYF Business Valuation & Litigation Support Services Group
Brad has practiced in public accounting since 2011. He provides business valuation and litigation support services for privately held concerns and their owners and works with their other professional advisors.
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- None available at this time
Tax Update
GYF tax experts will discuss important recent and upcoming federal and state tax changes and how they affect taxpayers.
1 TAX CPE HOUR
Mike Weber, Partner – GYF Tax Services Group
Mike has over 10 years of experience, providing tax planning and compliance as well as assistance related to the formation of new entities. He also specializes in addressing international tax issues.
Rebekah Flanders, Senior Manager – GYF Tax Services Group
Rebekah has nearly two decades of public accounting experience, providing tax services for individuals and business entities. She also has significant experience with multi-state tax planning and compliance.
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Overview of the Region’s
Economic Development & Jobs
Ellen Gaus, Market Research Manager,
for the ACCD, will give an overview of
the current data and trends related to business investment and regional vitality.
1 OTHER CPE HOUR
Ellen Gaus, Market Research Manager – Allegheny Conference on Community Development
Ellen has nearly a decade of experience conducting research for regional development organizations in Pittsburgh. She joined the ACCD in 2016, and has analyzed numerous strategic areas of regional interest during her tenure with the organization. She is an active volunteer in numerous community organizations.
View related references for the topic:
- Regional Trends & Analyses
- IndexPGH – a dashboard tracking the vital signs of downtown Pittsburgh
A&A Update
GYF audit leaders will review recent and upcoming accounting standards changes and the potential impact of these updates.
1 A&A CPE HOUR
Jeff Ford, Partner – GYF A&A Services Group
Jeff has 40 years of experience in public accounting and technology consulting. He has focused his career on providing accounting, auditing and consulting services to private companies and nonprofits.
Megan Troxell, Partner – GYF A&A Services Group
Megan has 20 years of public accounting experience. She specializes in providing assurance services for privately held companies and not-for-profit organizations, including educational institutions.
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- None available at this time
