Committees
Awards
Outstanding 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.
Jaleh Gerdemann
Brandyn Jordan
PwC US Consulting LLP
Email: brandynj24@icloud.com
Jarred McMahan
Seiler & Company
Email: jarredmcmahan12@gmail.com
Alvan Romero
Retired Member
Email: ARomero08@comcast.net
Business & Industry
The 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.
David Diller
RBC Wealth Management
Email: david.diller@rbc.com
Joshua Edwards
BentoBox
Email: joshuaedwards44@gmail.com
Mary Alice Walker-Lysak
Armstrong Energy Corporation
Email: mlysak@aecnm.com
Kari Young
Kari A Young, CPA
Email: kari.young.cpa@gmail.com
Scholarship
Alongside 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.
Tracy Armijo
UNM – Anderson Schools
Email: tracyarmijo@unm.edu
Leonard-David Chavez
Array Technologies Inc.
Email: chavez629@icloud.com
David Diller
RBC Wealth Management
Email: david.diller@rbc.com
Liza Kerr
Ashley Padilla
Moss Adams LLP
Email: ashley.padilla@mossadams.com
Misty Schuck
Burt & Company, CPAs, LLC
Email: mschuck@burtcpa.com
William D. Scorah
Chamisa Land Company
Email: cleanenergy7@q.com
Deborah Stone
Eastern New Mexico University
Email: debra.stone@enmu.edu
Finance & Audit
The Finance and Audit Committee works together with the Board of Directors, and Society staff to ensure that the Society remains in good financial standing and maintains good reporting practices.
Tamara Beall
REDW LLC
Email: tamara.beall@redw.com
Laura Beltran-Schmitz
CliftonLarsonAllen, LLP
Email: laura.beltran-schmitz@claconnect.com
David Lafferty
American Society of Radiologic
Email: dlafferty34@gmail.com
Olivia Lear
Schlenker & Cantwell, P.A.
Email: olear@cpasch.com
Gwen Mansfield-Vogt
Carr, Riggs & Ingram, LLC
Email: gvogt@cricpa.com
Stephanie Melton
Moss Adams LLC
Email: Stephanie.Melton@mossadams.com
Jose Ortiz
TKM, LLC
Email: jortiz@kubiakcpa.com
Valerie Torrez
ProgressNow New Mexico
Email: valerie@progressnownm.org
Phillip Walck
REDW, LLC
Email: phillip.walck@redw.com
Corrine Zajac-Clarkson
Power Ford
Email: czajac@myforddealer.com
Government Finance Experts Conference Planning
The 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.
Laura Beltran-Schmitz
CliftonLarsonAllen, LLP
Email: laura.beltran-schmitz@claconnect.com
Sarah Brack
Association of International Certified Professional Accountants
Email: sarah.brack@aicpa-cima.com
Kory Hoggan
Moss Adams LLP
Email: kory.hoggan@mossadams.com
John Kennedy
KPMG LLP
Email: jtkennedy@kpmg.com
Gwen Mansfield-Vogt
Carr, Riggs & Ingram, LLC
Email: gvogt@cricpa.com
Emily Oster
City of Santa Fe
Email: ekoster@santafenm.gov
Robert M. Santiago
TKM, LLC
Email: msantiago@kubiakcpa.com
Leadership Academy
The 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.
Ben Balkcom
Balkcom, Pearsall & Parrish CPAs, PA
Email: bbalkcom@balkcom.com
Christopher Salcido
Beasley, Mitchell & Co LLP
Email: christopher@bmc-cpa.com
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.
Nicholas Hoffman
Moss Adams, LLP
Email: nick.hoffman@mossadams.com
Jake Meyer
Optima Geo Business Advisors LLC
Email: jake@ogbusinessadvisors.com
Phillip Walck
REDW, LLC
Email: phillip.walck@redw.com
Nominating
The 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.
Jamie Fridley
REDW LLC
Email: jfridley@redw.com
Emily Oster
City of Santa Fe
Email: ekoster@santafenm.gov
Lisa Todd
Moss Adams LLP
Email: lisa.todd@mossadams.com
Sara Traub
Pregenzer, Baysinger, Wideman & Sale
Email: straub@pbwslaw.com
Peer Review
The 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.
Barbara Lewis
CliftonLarsonAllen, LLP
Email: barbara.lewis@claconnect.com
Ray Roberts
RPC CPAs + Consultants, LLP
Email: rroberts@rpcllp.com
Student Pipeline
In 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.
Leah Apodaca
CliftonLarsonAllen, LLP
Email: leah.apodaca@claconnect.com
Tracy Armijo
UNM – Anderson Schools
Email: tracyarmijo@unm.edu
Joshua Edwards
BentoBox
Email: joshuaedwards44@gmail.com
Elijah Esquivel
Pulakos CPAs, PC
Email: elijah.esquivel@gmail.com
Roger Lilly
CliftonLarsonAllen, LLP
Email: roger.lilly@claconnect.com
Stephen Montoya
REDW LLC
Email: smontoya@redw.com
Tax
The 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.
Richard Anklam
NM Tax Research Institute
Email: richard.anklam@nmtri.org
Robert A. DePasquale
Pulakos CPAs, PC
Email: depasquale@pulakos.com
Darla G. Dollahon
Darla G. Dollahon, CPA, LLC
Email: dollahon@nmia.com
Carl Harper
REDW LLC
Email: carl.harper@redw.com
Larry Hess
Lawrence H. Hess, CPA
Email: larry@larryhesscpa.com
Nick Hoffman
Moss Adams, LLP
Email: nick.hoffman@mossadams.com
Jessica Locker
CliftonLarsonAllen, LLP
Email: jessica.locker@claconnect.com
Chiai "Alice" Ma
Alice Ma, CPA
Email: chiaima@yahoo.com
Jared Matts
Jon McCorkell
Jon McCorkell, CPA, Ltd
Email: abqcpa@swcp.com
Mitzy Sequeira
RPC CPAs + Consultants, LLP
Email: msequeira@rpcllp.com
Phillip Walck
REDW, LLC
Email: phillip.walck@redw.com
Young CPAs
The 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.
Yasmeen Abdel Jalil
Axiom CPAs & Business Advisors, LLC
Email: yasmeen.jalil@axiomnm.com
Ben Balkcom
Balkcom & Company CPAs, PA
Email: bbalkcom@balkcom.com
David Diller
RBC Wealth Management
Email: david.diller@rbc.com
Elijah Esquivel
Pulakos CPAs, PC
Email: elijah.esquivel@gmail.com
Adrian Gutierrez
REDW, LLC
Email: adrian.gutierrez@redw.com
Caitlin Gutierrez
REDW, LLC
Email: cgutierrez@redw.com
Brandyn Jordan
PricewaterhouseCoopers, LLP
Email: brandynj24@icloud.com
Felicity Guteirrez
Schlenker & Cantwell, P.A.
Email: fmiller@cpasch.com
Jonathan Rothweiler
REDW, LLC
Email: jrothweiler@redw.com
Phillip Walck
REDW, LLC
Email: phillip.walck@redw.com
Women’s Leadership Summit Planning
The 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.
Stephany Flores
Whitley Penn, LLC
Email: stephany.flores@whitleypenn.com
Mandy Funchess
Schlenker & Cantwell, P.A.
Email: mfunchess@cpasch.com
Caitlin Gutierrez
REDW, LLC
Email: cgutierrez@redw.com
Kari Juvera
Enterprise Builders Corporation
Email: kjuvera@ebnm.com
Stephanie Melton
Moss Adams LLP
Email: stephanie.melton@mossadams.com
Shelby Nicolaysen
Moss Adams, LLP
Email: shelby.nicolaysen@mossadams.com
Alyson Noell
Carr, Riggs & Ingram, LLC
Email: alyson.noell@cricpa.com
Emily Oster
City of Santa Fe
Email: ekoster@santafenm.gov
Misty Schuck
Burt & Company, CPAs, LLC
Email: mschuck@burtcpa.com
Cherly Silcox
Burt & Company, CPAs, LLC
Email: csilcox@burtcpa.com
Emily Wilson
CliftonLarsonAllen LLP
Email: emily.wilson@claconnect.com
Heather Zundel
The Presbyterian Healthcare System
Email: hzundel@phs.org