The Finance & Accounting Forum provides a forum for its members to discuss aspects of financial management including financial planning; implementation of new financial policies, control measures for monitoring financial performance, and tools to facilitate financial education.
The Finance and Accounting Forum has two co-chairs who chair and lead forum meetings. Agendas for meetings are developed by the co-chairs with input from the forum members during and between meetings. All forum members are volunteer representatives from ACEC/MA member firms. Additional participants from member firms are always welcome.
11/21/2024 Accounting & Finance Forum:
Katharine Mottley, Vice President of Tax and Workforce Policy, ACEC
Matthew Mulroney, Tax Managing Director at BDO USA, LLP
Sarah Guilmette, Tax Partner at PKF O’Connor Davies
10/8/2024 Accounting & Finance Forum:
David Cohen, Managing Director, Matheson Financial Advisors presented on M&A activity
9/10/2024 Accounting & Finance Forum:
Topics and Speakers included:
12/19/2023 Accounting & Finance Forum:
BDO will provided an update on the R&D rules and latest developments, share the new guidelines companies can claim deductions for energy-efficient upgrades, Section 179D, and share tax saving tips.
PKF O’Connor Davies also provided insight into year-end tax planning considerations for individuals, including Gift/Estate Planning, Charitable Planning, Tax Loss Usage, Roth IRA Conversion, MA Millionaires Tax, and the Corporate Transparency Act.
Thank you to Speakers:
10/10/2023 Accounting & Finance Forum: Benchmarking and Best Practices for Billing and Budgeting
PKFOD shared its benchmarking and key performance indicator results from its most recent Engineering Study.
Thank you to Speakers:
1/10/2023 Accounting & Finance Forum:
Topics and Speakers included:
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10/25/2022: Accounting & Finance Forum:
DGC, a division of PKF O’Connor Davies discussed key performance indicators and sharing benchmarking data from its 18th annual Engineering Study.
Speakers include:
Nick Tamvaklis, Partner, A&E Practice
Michelle Downing, Principal, A&E Practice
BDO USA LLP shared tax planning ideas for the upcoming year, including accounting methods and tax credits available for your company.
Speakers include:
Jacqueline Weir Partner
Brian Vigneault, Partner
Matt Mulroney, Tax Managing Director
5/31/2022: Accounting & Finance Forum:
Links on SBA Size Standards from Dan Hilton, Director, Procurement Advocacy and International Affairs, ACEC National:
Tax Incentives – The ERC Credit by Brad Poris, BDO USA LLP
Accounting Lease Standard, ASC 842 by Donny Butler of PKF O’Connor Davies
1/11/2022: Accounting & Finance Forum: Jon Escobar from Morrissey Goodale updated ACEC/MA's Accounting & Finance Forum on A&E M&A activity, including trends, observations, & valuation multiples.
11/16/2021 Accounting & Finance Forum: Tax Planning Forum with Stephen Minson, CPA, MST
Rebecca Welnak, CPA, MST of DGC
6-10-2021 Accounting & Finance Forum: Update on PPP Loans / FAR Credits Clause Issue
6-24-2020 Update on PPP Flexibility Act and Loan Forgiveness PPT
Recording of this 6-24-2020 Zoom Important Note: the material contained in the 6-24-2020 PPT and the 6-24-2020 session recording could be superseded by future guidance/clarification. This recording only represents commentary not tax advice. Thank you to our Session speakers: Jackie Weir, Chad DaGraca, Katharine Mottley
March 1, 2018 Presentation by Jackie Weir & Chad DaGraca: Tax Reform Talk
October 31, 2017 Presentation by David Cohen: Trends in Mergers and Acquisitions
March 23, 2016 Presentation by David Cohen: What Is Your Firm Worth?
November 16, 2011 Presentation by Vivian Moeglein and Matt Reiffer of ACEC national:
ACEC Briefing on FHWA Policy Guidance
Link to the FHWA Guidance Document: http://www.fhwa.dot.gov/programadmin/172qa.cfm
Jacqueline Weir
BDO USA, LLP
200 Portland Street
Boston, MA 02114
(617) 456-2405
Nicholas Tamvaklis, CPA, CDA MST
PKF O’Connor Davies
150 Presidential Way, Suite 510
Woburn, MA 01801
(781) 937-5147
Robert S. Belitz
Tighe & Bond, Inc.
President & CEO
53 Southampton Rd
Westfield Exec Park
Westfield, MA 01085-1371
413/572-3259
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