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 |
Jennifer Bierds jenniferbierds@gmail.com |
Jaleh Gerdemann jaleht34@gmail.com |
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Brandyn Jordan |
Jarred McMahan Seiler & Company jarredmcmahan12@gmail.com |
Alvan Romero Retired Member ARomero8@comcast.net |
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Rebekah Sanchez |
Sara Traub Pregenzer, Baysinger, Wideman & Sale straub@pbwslaw.com |
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BUSINESS & INDUSTRY COMMITTEEThe 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 |
David Diller RBC Wealth Management david.diller@rbc.com |
Joshua Edwards BentoBox joshuaedwards44@gmail.com |
| Mary Alice Walker-Lysak Armstrong Energy Corporation mlysak@aecnm.com |
Kari Young Kari A Young, CPA kari.young.cpa@gmail.com |
Heather Zundel Presbyterian Healthcare System HZundel@phs.org |
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 |
Tracy Armijo UNM – Anderson Schools tracyarmijo@unm.edu |
Leonard-David Chavez Array Technologies Inc. chavez629@icloud.com |
| David Diller RBC Wealth Management david.diller@rbc.com |
Liza Kerr perfectlife101@live.com |
Ashley Padilla |
| Misty Schuck Burt & Company, CPAs, LLC mschuck@burtcpa.com |
William D. Scorah Chamisa Land Company cleanenergy7@q.com |
Deborah Stone Eastern New Mexico University debra.stone@enmu.edu |
| Susan Willis Susan M. Willis, CPA, PC smwillis54@comcast.net |
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FINANCE & AUDITThe 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. |
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Elijah Esquivel – Chair |
Tamara Beall |
Laura Beltran-Schmitz CliftonLarsonAllen, LLP laura.beltran-schmitz@claconnect.com |
| Lisa Kruger Rio Grande Realty & Investments lisahkruger@aol.com |
David Lafferty American Society of Radiologic dlafferty34@gmail.com |
Olivia Lear Schlenker & Cantwell, P.A. olear@cpasch.com |
| Gwen Mansfield-Vogt Carr, Riggs & Ingram, LLC gvogt@cricpa.com |
Stephanie Melton Moss Adams LLC Stephanie.Melton@mossadams.com |
Jose Ortiz Kubiak Melton & Associates, LLC jortiz@kubiakcpa.com |
| Jane Tinker CliftonLarsonAllen, LLP jane.tinker@claconnect.com |
Valerie Torrez |
Phillip Walck REDW LLC phillip.walck@redw.com |
| Corrine Zajac-Clarkson Power Ford czajac@myforddealer.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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| Laura Beltran-Schmitz CliftonLarsonAllen, LLP Laura.Beltran-Schmitz@claconnect.com |
Sarah Brack Association of International Certified Professional Accountants sarah.brack@aicpa-cima.com |
Kory Hoggan Moss Adams LLP kory.hoggan@mossadams.com |
| John Kennedy KPMG LLP jtkennedy@kpmg.com |
Gwen Mansfield-Vogt Carr, Riggs & Ingram, LLC gvogt@cricpa.com |
Emily Oster City of Santa Fe ekoster@santafenm.gov |
| Robert M. Santiago Kubiak Melton & Associates, LLC msantiago@kubiakcpa.com |
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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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| Nicholas Hoffman Moss Adams, LLP Nick.hoffman@mossadams.com |
Phillip Walck REDW, LLC phillip.walck@redw.com |
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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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| Corrine Zajac-Clarkson – Chair Power Ford czajac@myforddealer.com |
Jamie Fridley REDW LLC jfridley@redw.com |
Emily Oster City of Santa Fe ekoster@santafenm.gov |
| Lisa Todd Moss Adams LLP Lisa.Todd@mossadams.com |
Sara Traub Pregenzer, Baysinger, Wideman & Sale straub@pbwslaw.com |
Daniel Trujillo Kubiak Melton & Associates, LLC dtrujillo@kubiakcpa.com |
PEER REVIEWThe NMSCPA Peer Review Committee works with the Peer Review Committee in Colorado and Washington 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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| Barbara Lewis – Chair CliftonLarsonAllen, LLP barbara.lewis@claconnect.com |
Ray Roberts RPC CPAs + Consultants, LLP rroberts@rpcllp.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 |
Leah Apodaca CliftonLarsonAllen, LLP leah.apodaca@claconnect.com |
Tracy Armijo UNM – Anderson Schools tracyarmijo@unm.edu |
| Joshua Edwards BentoBox joshuaedwards44@gmail.com |
Elijah Esquivel Pulakos CPAs, PC elijah.esquivel@gmail.com |
Roger Lilly CliftonLarsonAllen, LLP Roger.Lilly@claconnect.com |
| Stephen Montoya REDW LLC smontoya@redw.com |
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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 |
Richard Anklam NM Tax Research Institute richard.anklam@nmtri.org |
Robert A. DePasquale Pulakos CPAs, PC depasquale@pulakos.com |
| Darla G. Dollahon Darla G. Dollahon, CPA, LLC dollahon@nmia.com |
Carl Harper REDW LLC carl.harper@redw.com |
Larry Hess Lawrence H. Hess, CPA larry@larryhesscpa.com |
| Nick Hoffman Moss Adams, LLP nick.hoffman@mossadams.com |
Jessica Locker CliftonLarsonAllen, LLP jessice.locker@claconnect.com |
Chiai "Alice" Ma Alice Ma, CPA chiaima@yahoo.com |
| Jared Matts jaredmatts@gmail.com |
Jon McCorkell Jon McCorkell, CPA, Ltd abqcpa@swcp.com |
Mitzy Sequeira RPC CPAs + Consultants, LLP msequeira@rpcllp.com |
| Phillip Walck REDW, LLC phillip.walck@redw.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 |
Ben Balkcom Balkcom & Company CPAs, PA bbalkcom@balkcom.com |
| Tamara Beall REDW, LLC tamara.beall@redw.com |
David Diller RBC Wealth Management david.diller@rbc.com |
Elijah Esquivel Pulakos CPAs, PC elijah.esquivel@gmail.com |
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Adrian Gutierrez |
Caitlin Gutierrez REDW, LLC cgutierrez@redw.com |
Brandyn Jordan PricewaterhouseCoopers, LLP brandynj24@icloud.com |
| Felicity Miller SCHLENKER & CANTWELL, P.A. fmiller@cpasch.com |
Jonathan Rothweiler REDW, LLC jrothweiler@redw.com |
Phillip Walck REDW, LLC phillip.walck@redw.com |
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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| Stephany Flores Whitley Penn, LLC stephany.flores@whitleypenn.com |
Mandy Funchess Schlenker & Cantwell, P.A. mfunchess@cpasch.com |
Caitlin Gutierrez REDW, LLC cgutierrez@redw.com |
| Kari Juvera Enterprise Builders Corporation kjuvera@ebnm.com |
Stephanie Melton Moss Adams LLP stephanie.melton@mossadams.com |
Shelby Nicolaysen Moss Adams, LLP shelby.nicolaysen@mossadams.com |
| Alyson Noell Carr, Riggs & Ingram, LLC alyson.noell@riccicpa.com |
Emily Oster City of Santa Fe ekoster@santafenm.gov |
Misty Schuck Burt & Company, CPAs, LLC mschuck@burtcpa.com |
| Cheryl Silcox Burt & Company, CPAs, LLC csilcox@burtcpa.com |
Emily Wilson CliftonLarsonAllen LLP Emily.Wilson@claconnect.com |
Heather Zundel The Presbyterian Healthcare System hzundel@phs.org |
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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