AWARDSOutstanding Member and Women to Watch Awards are given to extraordinary members every year at our annual Pride in the Profession luncheon. Our Awards Committee, through their judgment and expertise, selects these amazing members based on their achievements and contributions to the community. |
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| Jessica Locker - Chair CliftonLarsonAllen, LLP jessice.locker@claconnect.com |
Jarred McMahan REDW LLC jmcmahan@redw.com |
Alvan Romero Retired Member ARomero8@comcast.net |
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Sara Traub |
Rebekah Sanchez Balise, PC rebekahsanchezcpa@gmail.com |
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BUSINESS & INDUSTRYThe Business & Industry Committee ensures that the Society continues to be responsive to the needs of members in industry, education, and government. The committee also encourages CPAs in industry to maintain their professional status and membership with the Society. |
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| Samuel Brandt – Chair X-Ray Associates of NM PC sam.brandt@xraynm.com |
Heather Zundel Presbyterian Healthcare System HZundel@phs.org |
Rich Brody UNM – Anderson Schools brody@unm.edu |
| Louis Griego Sandia National Labs lggrieg@sandia.gov |
Kari Juvera Enterprise Builders Corporation kjuvera@ebnm.com |
EJ Lopez PNM Resources EJ.Lopez@pnmresources.com |
| Deana Lopez Alvarado Realty deanalopez@sandiapeak.com |
Kari Young Hematology Oncology Associates kyoung@hoanm.com |
Cassandra Mikolajczak Florida Blue cassimikolajczak@gmail.com |
| Mary Alice Walker-Lysak Armstrong Energy Corporation mlysak@aecnm.com |
Erik Buchanan New Mexico Gas Company Erik.Buchanan@nmgco.com |
Joshua Edwards Twilight Homes jedwards@twilighthomesnm.com |
| Laura Niel American Society of Radiologic lniel@asrt.org |
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COURSE SELECTIONThe Course Selection Committee works together to determine what classes are offered by the Society in the upcoming CPE year. Committee members come from various organizations to choose an array of classes that will provide the necessary credits their fellow CPAs need to renew their licenses. |
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| Samuel Brandt X-Ray Associates of NM PC sam.brandt@xraynm.com |
Robert Cordova Cordova CPAs LLC bobby@cordovacpas.com |
Brandon Remley REDW LLC bremley@redw.com |
| Nicholas Hoffman BPW&C, LLC nhoffman@bpwccpa.com |
Emily Oster Public Defender Emily.Oster@lopdnm.us |
Mary Alice Walker-Lysak Armstrong Energy Corporation mlysak@aecnm.com |
| Joshua Edwards RiskSense, Inc. joshua.edwards@gmx.us |
Daniel Thorpe Pulakos CPAs, PC dthorpe@pulakos.com |
Christine Wright Beasley, Mitchell & Co LLP christine@bmc-cpa.com |
| Wesley Burghardt KPMG LLP wburghardt@kpmg.com |
Karen Gmyr Atkinson & Co. Ltd kgmyr@atkinsoncpa.com |
Matthew Pacheco Burt & Company, CPAs, LLC mpacheco@burtcpa.com |
| Gwen Mansfield-Vogt Carr, Riggs & Ingram, LLC gvogt@cricpa.com |
Nicholas Williams Albuquerque Community Foundation nick.e.williams@gmail.com |
Shannon Sanders Carr, Riggs & Ingram, LLC shannonjs29@gmail.com |
| Misty Schuck Burt & Company, CPAs, LLC MSchuck@burtcpa.com |
Kari Young Hematology Oncology Associates kyoung@hoanm.com |
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SCHOLARSHIPAlongside our outstanding members, students are awarded scholarships every year at our Pride in the Profession luncheon. Our Scholarship Committee selects these students based on the students' dedication to the CPA profession. |
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| Adam Baca -Chair Baca & Howard P.C. adam@bacacpa.com |
Leonard-David Chavez Array Technologies Inc. chavez629@icloud.com |
Mary Jo Billiot NMSU, Dept. of Accounting mbilliot@nmsu.edu |
| Tracy Armijo UNM – Anderson Schools tracyarmijo@unm.edu |
Ashley Padilla BPW&C, LLC apadilla@bpwccpa.com |
Glen Post REDW LLC gpost@redw.com |
| Deborah Stone debra.stone@enmu.edu |
Liza Kerr NM State Auditor’s Office Liza.Kerr@osa.state.nm.us |
Cassandra Mikolajczak Florida Blue cassimikolajczak@gmail.com |
| Shelby Nicolaysen Moss Adams, LLP Shelby.nicolaysen@mossadams.com |
William D. Scorah Chamisa Land Company cleanenergy7@q.com |
Susan Willis Susan M. Willis, CPA, PC smwillis54@comcast.net |
FINANCE & AUDITThe Finance and Audit Committee works together with auditors, the Board of Directors, and Society staff to ensure that the Society remains in good financial standing and maintains good reporting practices. |
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Corrine Zajac-Clarkson – Chair |
Stephanie Melton |
Jake Dopson Pulakos CPAs, PC jdopson@pulakos.com |
| Lisa Kruger Rio Grande Realty & Investments lisahkruger@aol.com |
Javier Prada Schlenker & Cantwell, P.A. jprada@cpasch.com |
Kathy Garrett Number Crunchers numbercrunch@comcast.net |
| Daniel Trujillo Kubiak Melton & Associates, LLC DTrujillo@kubiakcpa.com |
Jamie Fridley REDW LLC jfridley@redw.com |
Olivia Lear Schlenker & Cantwell, P.A. olear@cpasch.com |
| Jane Tinker CliftonLarsonAllen, LLP jane.tinker@claconnect.com |
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GOVERNMENT FINANCE EXPERTS CONFERENCE PLANNINGThe Government Finance Experts Conference is an annual three-day event with topics focused on governmental accounting and auditing. The Conference Planning Committee works together to decide on topics covered in the conference and plan the details of the conference, from location to speakers. |
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| John Kennedy KPMG LLP jtkennedy@kpmg.com |
Suzette Longfellow KPMG LLP slongfellow@kpmg.com |
Kory Hoggan Moss Adams LLP kory.hoggan@mossadams.com |
| Laura Beltran-Schmitz CliftonLarsonAllen, LLP Laura.Beltran-Schmitz@claconnect.com |
Matthew Bone CliftonLarsonAllen, LLP Matthew.Bone@claconnect.com |
Jaime Rumbaoa Axiom CPAs and Business Advisors, LLC jaime.rumbaoa@axiomnm.com |
| Sarah Brack Atkinson & Co. Ltd sbrack@atkinsoncpa.com |
Mark Santiago Carr, Riggs & Ingram, LLC mark.santiago@riccicpa.com |
Gwen Mansfield-Vogt Carr, Riggs & Ingram, LLC gvogt@cricpa.com |
| Emily Oster Public Defender Emily.Oster@lopdnm.us |
Brian Colón NM State Auditor's Office brian.colon@osa.state.nm.us |
Natalie Cordova NM State Auditor's Office natalie.Cordova@osa.state.nm.us |
LEADERSHIP ACADEMYThe Leadership Academy is a special conference for young members to refine their leadership skills and position themselves to become leaders within the profession, community, and Society. The Leadership Academy plans courses that attendees will take as well as determine which members will have the opportunity to attend. |
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| Dean Willingham – Co-chair REDW LLC dwillingham@redw.com |
Heather Zundel – Co-chair The Presbyterian Healthcare System hzundel@phs.org |
Ben Balkcom Balkcom, Pearsall & Parrish CPAs, PA bbalkcom@balkcom.com |
| Christopher Salcido Beasley, Mitchell & Co LLP christopher@bmc-cpa.com |
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NM TAX CONFERENCE PLANNING
The New Mexico Tax Conference Committee is a special task force of the Society that works to plan and develop the annual tax conference. The New Mexico Tax Conference provides practitioners with information on current developments in federal and state taxation. |
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| Katherine Rowe Barraclough & Associates, PC kathy@barraclough.com |
Dennis Sterosky Burt & Company dsterosky@burtcpa.com |
James Ortiz REDW LLC jortiz@redw.com |
| Jared Matts Clifton Larson Allen, LLP Jared.matts@claconnect.com |
Jason Hix |
Nicholas Hoffman Moss Adams, LLP Nick.hoffman@mossadams.com |
NOMINATINGThe NMSCPA Board of Directors is chosen every year by members of the Nominating Committee. This committee works to determine the nominees who will best serve the Society and its members. Nominees are chosen based on their involvement in the Society and their achievements in the profession. |
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| Laura Beltran-Schmitz, CPA
CliftonLarsonAllen, LLP
ChairLaura.Beltran-Schmitz@claconnect.com |
Sara Traub Pregenzer, Baysinger, Wideman & Sale straub@pbwslaw.com |
Lisa Todd Moss Adams LLP Lisa.Todd@mossadams.com |
| Daniel Trujillo Kubiak Melton & Associates, LLC DTrujillo@kubiakcpa.com |
Mary Jo Billiot NMSU, Dept. of Accounting mbilliot@nmsu.edu |
Dayna Melvin McKee Wallwork & Company dmelvin@mwcmail.com |
| Westly Wellborn Wellborn & Company, LLC westly@wellborncpa.com |
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PEER REVIEWThe NMSCPA Peer Review Committee works with the Peer Review Committee in Colorado as representatives of New Mexico. Committee members oversee the administration, acceptance, and completion of peer reviews for members and non-members. |
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| Ray Roberts RPC CPAs + Consultants, LLP rroberts@rpcllp.com |
Barbara Lewis Atkinson & Co., Ltd. blewis@atkinsoncpa.com |
Michael Stone Stone, McGee & Co., CPAs mstone@stone-mcgee.com |
| Robert Beam Bolinger, Segars, Gilbert & Moss, LLP bobbeam@bsgm.com |
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STUDENT PIPELINEIn an effort to increase the number and quality of entrants into the accounting profession, the NMSCPA and the AICPA have joined together through the Student Pipeline Pilot Program. Our Student Pipeline works to encourage and educate students about the CPA profession. |
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| Sarah Marley – Chair CliftonLarsonAllen, LLP sarah.marley@claconnect.com |
Stephen Montoya REDW LLC smontoya@redw.com |
Tracy Armijo UNM – Anderson Schools tracyarmijo@unm.edu |
| Stacy Kiesow BPW&C, LLC skiesow@bpwccpa.com |
Elijah Esquivel Pulakos CPAs, PC elijah.esquivel@gmail.com |
Joshua Edwards RiskSense, Inc. joshua.edwards@gmx.us |
| Leah Apodaca CliftonLarsonAllen, LLP leah.apodaca@claconnect.com |
Roger Lilly |
Robert Adams Carr, Riggs & Ingram, LLC rbajcpa@gmail.com |
| Phillip Walck Pulakos CPAs, PC pwalck@pulakos.com |
Larry Miles Nagel CPAs, LLC lmiles@nagelcpa.us |
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TAXThe Tax Committee conducts regular meetings to discuss issues facing New Mexico tax accountants and their clients. Committee members also arrange and participate in liaison meetings with the New Mexico Taxation and Revenue Department as well as the IRS to discuss regulations and tax law. |
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| James Ortiz - Chair REDW LLC jortiz@redw.com |
Jon McCorkell Jon McCorkell, CPA, Ltd abqcpa@swcp.com |
Phillip Walck Pulakos CPAs, PC pwalck@pulakos.com |
| Larry Hess Lawrence H. Hess, CPA larry@larryhesscpa.com |
Jessica Locker CliftonLarsonAllen, LLP jessice.locker@claconnect.com |
Jared Matts Atkinson & Co. Ltd jmatts@atkinsoncpa.com |
| Mitzy Sequeira RPC CPAs + Consultants, LLP msequeira@rpcllp.com |
Dennis Sterosky Burt & Company, CPAs, LLC dsterosky@burtcpa.com |
Richard Anklam NM Tax Research Institute richard.anklam@nmtri.org |
| Robert A. DePasquale Pulakos CPAs, PC depasquale@pulakos.com |
Carl Harper Pulakos CPAs, PC charper@pulakos.com |
Nick Hoffman BPW&C, LLC nhoffman@bpwccpa.com |
| Chiai "Alice" Ma Alice Ma, CPA chiaima@yahoo.com |
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YOUNG CPAsThe Young CPAs Committee consists of Society members age 40 and under, including student and associate members. This committee plans events in which students and members can build strong networks within the profession. |
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| Roger Lilly – Chair CliftonLarsonAllen, LLP Roger.Lilly@claconnect.com |
Yasmeen Abdel Jalil Axiom CPAs & Business Advisors, LLC yasmeen.jalil@axiomnm.com |
Amr Sakka Beasley, Mitchell & Co LLP amr-sakka@outlook.com |
| Leslie Jiron REDW LLC ljiron@redw.com |
Jonathan Rothweiler REDW LLC jrothweiler@redw.com |
Cassandra Mikolajczak Florida Blue cassimikolajczak@gmail.com |
| Elijah Esquivel Pulakos CPAs, PC elijah.esquivel@gmail.com |
Ben Balkcom Atkinson & Co. Ltd bbalkcom@atkinsoncpa.com |
Jill McGuire Moss Adams, LLP jill.mcguire@mossadams.com |
| Tamara Beall Pulakos CPAs, PC tbeall@pulakos.com |
Brandyn Jordan Price Waterhouse Coopers, LLC brandynj24@icloud.com |
Elaine Abrams KPMG LLP eabrams@kpmg.com |
| Caitlin Gutierrez REDW, LLC cgutierrez@redw.com |
Phillip Walck Pulakos CPAs, PC pwalck@pulakos.com |
Larry Miles Nagel CPAs, LLC lmiles@nagelcpa.us |
WOMEN'S LEADERSHIP SUMMIT PLANNINGThe Women’s Leadership Summit Planning Committee is a group of women who work together to plan and develop the annual women’s conference. The Summit provides women of all industries and levels the skills they need to thrive in their careers. |
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| Chauna King – Chair Jerome Johnson CPA, LLC chaunac24@gmail.com |
Jessica Locker CliftonLarsonAllen, LLP jessice.locker@claconnect.com |
Mary Jo Billiot NMSU, Dept. of Accounting mbilliot@nmsu.edu |
| Amy Larson Carr, Riggs & Ingram, LLC alarson@cricpa.com |
Alyson Noell Carr, Riggs & Ingram, LLC alyson.noell@riccicpa.com |
Heather Zundel The Presbyterian Healthcare System hzundel@phs.org |
| Jaleh Gerdemann jaleht34@gmail.com |
Kari Juvera Enterprise Builders Corporation kjuvera@ebnm.com |
Caitlin Gutierrez REDW, LLC cgutierrez@redw.com |
| Jill McGuire Moss Adams, LLP jill.mcguire@mossadams.com |
Emily Oster NM Taxation & Revenue Emily.Oster@state.nm.us |
Mandy Funchess Schlenker & Cantwell, P.A. mfunchess@cpasch.com |
| Stephany Flores Whitley Penn, LLC stephany.flores@whitleypenn.com |
Cheryl Silcox Burt & Company, CPAs, LLC csilcox@burtcpa.com |
Misty Schuck Burt & Company, CPAs, LLC MSchuck@burtcpa.com |
| Shelby Nicolaysen Moss Adams, LLP shelby.nicolaysen@mossadams.com |
Emily Wilson |
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NMSCPA
3400 Menaul Blvd. NE
Albuquerque, NM 87107
phone: (505) 246-1699
toll free: (800) 926-2522
fax: (505) 246-1686
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