CPAs in Industry

Randall Coleman Related Seminars and Products

Senior Vice President-Wealth Management Advisor

Merrill Lynch Wealth Management

Randy Coleman is a Financial Advisor in the Rockledge, Florida, Merrill Lynch office. He works with his clients and their other professional advisors to create an overall wealth management strategy tailored to each individual or family’s unique circumstance. Randy earned his B.S. degree in Accounting from the University of Central Florida and actively maintains a CPA Certification in Florida. While not practicing as a CPA at Merrill Lynch, his continued involvement in the profession enable him to offer assistance on complex taxation, wealth transfer, and estate planning issues to clients and their other professional specialists. Randy does not provide tax advice in his current role at Merrill Lynch. He first joined Merrill Lynch in 1994 and has been serving clients in the financial services industry since 1983. Randy is Past President of Titusville Sunrise Rotary, the Brevard County Chapter of Certified Public Accountants, The Brevard County Estate Planning Council, and the Friends of the Children’s Advocacy Center of Brevard. He currently serves on the Executive Committee of the Jess Parrish Medical Foundation Board of Directors. Other current board positions include: Titusville YMCA, United Way of Brevard County, Eastern Florida State College Foundation and The Brevard County Civilian Military Relations Council.

Randy resides in Titusville with his wife Mary. They have two children, Randall and Marissa.

Anne Marie Hicks, CGMA,CPA Related Seminars and Products

Controller

CAE USA, Inc Tampa, FL

Anne Marie is the Controller for CAE USA Inc and CAE (US) Inc (the US Holding Parent); and is the Subject Matter Expert for US Defense Contract Accounting compliance for affiliates of CAE Inc (Ultimate Parent). In her role, Anne Marie oversees the back office accounting and financial statement reporting; design and implement controls for compliance with US Federal Acquisition Regulations, US Cost Accounting Standards, US Defense Acquisition Regulation Supplement, US GAAP, IFRS and SOX; assist with mergers and acquisitions due diligence efforts; and integrate newly acquired entities.

Anne Marie has been with the CAE USA Inc for over 25 years and close to 35 years in Aerospace and Defense Contract Accounting. She is a graduate of the University of South Florida, holding Bachelor degrees in Accounting and Management. Anne Marie is a member of the AICPA, member of the FICPA, an active member of the 2018 CPAs in Industry Conference Committee, 2018 Accounting and Business Show Committee, 2018 FICPA MEGA CPE Conference Committee and participate in the FICPA CFO and Controller Leadership Roundtable.

Karen A. Lake, CPA Related Seminars and Products

Associate Director

Berkowitz Pollack Brant Advisors and Accountants, LLP

For nearly 20 years, Karen Lake has placed her focus on helping businesses and individuals develop their tax structures. Through reducing their state tax risk, improving cash flow and obtaining federal and state credits and incentives, Karen is successful at resolving tax controversies in a favorable manner.

Prior professional experience enables her to bring a 360 degree perspective to companies’ state tax planning. With experience as a senior advisor in Big 4 public accounting firm, a member of corporate tax department, and finally as a state auditor, she understands the full range of tax issues most businesses face. 

James H. Sutton Jr, CPA, Esq., LLM Related Seminars and Products

Shareholder

Moffa, Sutton & Donnini, PA Tampa, FL

James Sutton is a CPA and Attorney with an almost exclusive focus on Florida sales and use tax controversy. His firm, Moffa, Sutton, & Donnini, PA handles audits, protest, litigation, consulting, collections, revocations, and criminal defense all revolving around sales tax matters. A graduate of Stetson (Bachelors and Juris Doctorate), Mr. Sutton is heavily involved with the FICPA and speaks at conferences and local chapters throughout Florida. You can read up more about Mr. Sutton at www.FloridaSalesTax.com.

Michael Cheng, CPA Related Seminars and Products

Supervising Project Manager

Frazier & Deeter

Mike Cheng joined Frazier & Deeter in 2019 as the Partner who oversees the firm’s professional practices related to accounting and audit. As part of his role, Mike specializes in assisting clients with complex accounting and financial reporting issues.

Prior to joining Frazier & Deeter, Mike was a Senior Project Manager at the Financial Accounting Standards Board (FASB). At the FASB, Mike served as the Private Company Council (PCC) coordinator, where he was responsible for all PCC related matters. In addition, Mike led projects to: simplify the accounting for nonemployee share-based payments, help shape the future of the FASB technical agenda and improve consolidations guidance (VIE guidance). Most recently, Mike worked on the FASB’s implementation team on revenue recognition (ASC Topic 606) and lease accounting (ASC Topic 842).

Prior to joining the FASB, Mike held various management positions with PricewaterhouseCoopers (PwC). Mike was an Audit Senior Manager?Private Company Services in the firm’s Stamford, Connecticut office. From 2003-2011, he also held roles of increasing responsibility in PwC’s Core Assurance divisions in Buffalo and Rochester, New York.