Board of Accountancy
Meeting Minutes –February 20, 2008
Page 1
CannonBuilding / STATEOFDELAWARE / Telephone: (302) 744-4500861 Silver Lake Blvd., Suite 203 / DEPARTMENT OF STATE / Fax: (302) 739-2711
Dover, Delaware19904-2467 / Website:
DIVISION OF PROFESSIONAL REGULATION
PUBLIC MEETING MINUTES:BOARD OF ACCOUNTANCY
MEETING DATE AND TIME:Wednesday, February 20, 2008 at 8:30 a.m.
PLACE:861 Silver Lake Boulevard, Dover, Delaware
Conference Room B, second floor of the CannonBuilding
MINUTES APPROVED:
MEMBERS PRESENT
Sandra Gulledge, CPA Member, President
Cathel Tanner, PA Member, Secretary
James Zdimal, CPA Member
Joyce Dyer, Public Member
Douglas Phillips, CPA Member
Sharron Cirillo, PA Member
David Doane, CPA Member
Matthew Kent, Public Member
DIVISION STAFF/DEPUTY ATTORNEY GENERAL
James Collins, Division Director
Eileen Kelly, Deputy Attorney General
Judy Letterman, Administrative Specialist III
MEMBER ABSENT
William Fletcher, Attorney Member
ALSO PRESENT
Susan Keiser
Dana Rubenstein
Lori Gandy
CALL TO ORDER
Ms. Gulledge called the meeting to order at8:45a.m.
REVIEW OF MINUTES
A motion was made by Mr. Doane, seconded by Ms. Tanner to approve the January 16, 2008 meeting minutes as presented. The motion was unanimously carried.
UNFINISHED BUSINESS
Review of Permit Application
A motion was made by Ms. Tanner, seconded by Ms.Dyer to approve the application of Maggie Chen. The motion was unanimously carried.
Strategic Plan
This agenda item has been tabled until the Board’s next meeting.
Review of Firm Application
A motion was made by Mr. Zdimal seconded by Ms. Tanner to approve the CPA Firm application of Donald Foracker, Jr. The motion was unanimously carried.
Discussion of Proposed Legislation
The Division Director, James Collins, asked the Board for clarification on specific section of the proposed draft. The Board reviewed those sections of the a fewchanges tothe proposed draft legislation.
A motion was made by Mr. Doane seconded by Mr. Zdimal to approve the draft with the changes as discussed. The motion was unanimously.
Ms. Kelly will include the Board’s recommended changes in the final draft.
Post Audit Renewal
The Board reviewed the additional documentation submitted from licenses that were deficient in their post audit review. They will be notified by mail whether or not they are in compliance.
NEW BUSINESS
Review of CPA Certificate Applications
A motion was made by Ms. Tanner, seconded by Ms. Cirillo to approve the following CPA Certificate applicants:
Board of Accountancy
Meeting Minutes –February 20, 2008
Page 1
4.1.1Angelos Christou
4.1.2Malvika Chaudhary
4.1.3Huyyar Shetty
4.1.4Brian Kelly
4.1.5Ehab Al-Shihabi
4.1.6Min Jung Jung
4.1.7Lloyd McCrreary
4.1.8Tatsuyoshi Shinohara
4.1.9Akiko Tsuruta
4.1.10Masafumi Yoshida
4.1.11Asuka Kitayama
4.1.12Kumi Morita
4.1.13Hironori Okada
4.1.14Tasan Reid
4.1.15Tomohiro Nakazawa
4.1.16Anthony Pricci
4.1.17Sijun Tong
4.1.18Mi Kyung Song
4.1.19Hyun Joo Lee
4.1.20Rajeev Munjal
4.1.21Yusuke Niwa
4.1.22Thomas Heseltine
4.1.23Lam Winnie
4.1.24Diinah Lil Alcoseba
4.1.25Sung Park
4.1.26Grace Shields-Powell
4.1.27De Cai Xu
4.1.28Kelly Gass
4.1.29Yoshiki Kawahara
4.1.30Chang Huang
4.1.31Kristeen Major
4.1.32Eric Okunewick
4.1.33Ranjit Gajria
4.1.34Brianna Kelly
4.1.35Yongsoo Kim
4.1.36Wook Lee
4.1.37Anurag Arora
4.1.38Venkatesh Bhindwallam
4.1.39Manokaran Thiyagarajah
4.1.40Kyoung-Ja Lee
4.1.41Jun Hiramatsu
4.1.42Nobuyuki Tomuro
4.1.43David Hourtz
4.1.44Kazuhiko Tanaka
4.1.45Vikram Shah
4.1.46Lori Decker
4.1.47Aaron Songer
4.1.48Naoto Seki
4.1.49Seok Bong Ko
4.1.50Sheney Hibschman
4.1.51Molly Quinn
4.1.52Takahiro Kasahara
4.1.53Atsuko Shiba
4.1.54Hiroko Noto
4.1.55Minhaeng Cho
4.1.56Ahmed Shaik
4.1.57Wakako Araki
4.1.58Brian O’Malley
4.1.59Gitanjali Gupta
4.1.60Shernett Williams
4.1.61Tammy Bailey
4.1.62Hideaki Tomita
4.1.63Kentaro Taniuchi
4.1.64Tomohisa Shimazaki
4.1.65Shinsuke Muto
The motion was unanimously carried.
Review of CPA Permit to Practice Applications
A motion was made by Mr. Doane, seconded by Ms. Tanner to approve the following Permit to Practice applications:
4.2.1Lisa Durham
4.2.2John Rilling
4.2.3Pamela Schlosser
4.2.4Robert Halpin
4.2.5Vanitha Swaminathan
4.2.6Yusuke Niwa
4.2.7Eunyoung Shim
4.2.8Thomas Heseltine
4.2.9Brandon Fang
4.2.10Patrick Youn
4.2.11Albert Wang
4.2.12Jack Zheng
4.2.13Pearl De Leon
4.2.14Kelly Gass
4.2.15Kentaro Nishida
4.2.16Shojiro Aono
4.2.17Sonal Patel
4.2.18Amjad Ali
4.2.19Kristeen Major
4.2.20Eric Okunewick
4.2.21Steven Ursillo, Jr.
4.2.22Brianna Kelly
4.2.23ShinYoungPark
4.2.24Aaron Songer
4.2.25Steven Coppock
4.2.26Shunsuke Cho
4.2.27Carly Bouchard
4.2.28Li Li
4.2.29Paul Seitz
4.2.30Erin O’Connor
4.2.31Jiz Joanna Zhao
4.2.32Cecilia Leung
4.2.33Gerald Stone
4.2.34Tammy Bailey
The motion was unanimously carried.
Review of CPA Firm Permit Applications
A motion was made by Mr. Doane, seconded by Mr. Zdimal to approve the Firm Permit applications of Fisher& Hutchinson Wealth Advisors LLC, Summit CPA Group and Seitz Consulting, LLC. The motion was unanimously carried.
Review of CPA Certificate and Permit to Practice Applications
A motion was made by Ms. Cirillo, seconded by Ms. Dyer to table the applications of William Landis pending verification of the company’s licensed CPA and application of Kevin Connell. The motion was unanimously carried
A motion was made by Ms. Tanner, seconded by Ms. Dyer to approve the Certificate and Permit to Practiceapplications of:
Keith Darragh
Natalie Ashkenazi
Adnan El Bizri
Wail Higazi
Justin O’Horo
Richard Ipplito
Donald Rice
Joseph Wallace
The motion was unanimously carried.
Re-application Request
A motion was made by Ms. Tanner, seconded by Ms. Cirillo to approve the application of Amajad Ali. The motion was unanimously carried
Complaints to be assigned
Complaint 04-11-04 has been assigned to Ms. Gulledge and 04-01-08 assigned to Mr. Doane.
Elections
A motion was made by Mr. Zdimal, seconded by Ms. Tanner to elect Ms. Cirillo as Board President and Mr. Doane as Board Secretary. The motion was unanimously carried.
OTHER BUSINESS BEFORE THE BOARD (for discussion only)
Mr. Collins, Division Director informed the Board that the Division receives boxes exam files from NASBA, for Delaware exam candidate who have no intention of ever applying for a certificate or permit to practice in Delaware.When the exam candidate is applying for licensure in another state, they submit a request for verification of their examination scores. The Board office receives multiply requests on a daily basis,which increases the workload on the Division’s staff for someone who has no intention of becoming licensed to practice in Delaware.
Mr. Collinsinformed the Board that he had contacted NASBA to discuss making a change to this current practice. Because NASBA retains and has access to all exam files, they have agreed to hold all the exam files and process the verification requests for all non-permit and certificate holders so when the Division receives a request for verification of exam score, the Board office will contact NASBA and request the individual’s the examination file. In order to inform the exam candidates of this change, he procedural changes will be posted on the Divisions website.
PUBLIC COMMENT
Ms. Rubinstein inquired as to the status of a permit holder's post renewal audit. Ms. Gulledge informed her that the licensee will be notified by mail of the Board’s review of the audit information.
NEXT SCHEDULED MEETING
The next meeting will be held on Wednesday, April 16, 2008 at 8:30a.m. in Conference Room B, second floor of the CannonBuilding, 861 Silver Lake Boulevard, Dover, Delaware.
ADJOURNMENT
A motion was made by Mr. Doane, seconded by Ms. Cirillo to adjourn the meeting. The motion was unanimously carried. The meeting adjourned at 10:48 a.m.
Respectfully submitted,
Judy Letterman
Administrative Specialist III