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Event Details

Date 2018/09/28
Time 08:30 AM
Recurring
Event status
Handicap access, ADA Contact info: James Kobashigawa, 808-586-2696
Title Board of Public Accountancy Meeting
Location King Kalakaua Conference Room, King Kalakaua Building, 335 Merchant Street, 1st Floor, Honolulu, Hawaii 96813
This event was posted on 09/21/2018 09:32 AM
This event was last updated on 09/21/2018 09:32 AM

BOARD OF PUBLIC ACCOUNTANCY

Professional and Vocational Licensing Division

Department of Commerce and Consumer Affairs

State of Hawaii

 

AGENDA

 

Date:  Friday, September 28, 2018

 

Time:  8:30 a.m.

 

Place: King Kalakaua Conference Room

King Kalakaua Building

335 Merchant Street, 1st Floor

Honolulu, Hawaii 96813

 

1.       CALL TO ORDER

 

2.       APPROVAL OF MINUTES OF THE AUGUST 31, 2018 BOARD MEETING

 

The Board may move into Executive Session to consult with the Board’s attorney on questions and issues pertaining to the Board’s powers, duties, privileges, immunities, and liabilities in accordance with HRS section 92-5(a)(4).

 

3.       APPLICATIONS

 

The Board may move into Executive Session to consider and evaluate personal information relating to individuals applying for licensure in accordance with HRS section 92-5(a)(1), and to consult with the Board’s attorney on questions and issues pertaining to the Board’s powers, duties, privileges, immunities, and liabilities in accordance with HRS section 92-5(a)(4).

 

A.       CPA Certification

 

1)       DANG, Michelle Mei-Yan

2)       FERGUSON, Elisabeth Charlotte

3)       FUJIEKI, Sally C.

4)       HOFSCHNEIDER, Andrea M. B.

5)       JENKINS, Brenda G.

6)       OKADA, Chad K.

7)       RO, Courtney F.

8)       YOO, So Young Lee

 

B.       Ratification of Individual CPA Permits to Practice

 

1)       CRONE, Timothy J.

2)       DEMELO, Milena Cvjetkovic

3)       KANEKO, Kitt Y.

4)       KUBLY, Nichole M.

5)       LAPIER, Nicholas

6)       LEWCZYK, Megan D.

7)       MADDEN, Catherine E.

8)       MEYERS, Jennifer M.

9)       NADRASIK, Jerrilyn N.

10)     RASMUSSEN, Kristin N.

11)     REBELLA, Monica J.

12)     SOARES, Abel, III

13)     SOBERMAN, Jesse C.

14)     WENGEL, Michael W.          

 

D.       Ratification of Issued Firm Permits to Practice

 

1)       CMS ACCOUNTING SERVICES LLC

2)       JOHN HIGGINS CPA LLC

3)       BRYSON S B LUM

4)       THE CPA COLLECTIVE LLC

5)       RJK LLC

6)       MISTY L O’BRIEN

7)       MEGAN D LEWCZYK CPA LLC

8)       HUI MALAMA TAX AND ACCOUNTING LLC

 

4.       EXECUTIVE OFFICER’S REPORT

 

A.       DCCA Disciplinary Actions Through August 2018

B.       NASBA Newsletter

C.       Executive Directors’ Newsletters

D.       Other States’ Newsletters

 

5.       CHAIRPERSON’S REPORT

 

A.       NASBA Pacific Region Conference Call

B.       NASBA Regional Director’s Focus Questions

 

6.       STANDING COMMITTEE REPORTS

 

The Board may move into Executive Session to consult with the Board’s attorney on questions and issues pertaining to the Board’s powers, duties, privileges, immunities, and liabilities in accordance with HRS section 92-5(a)(4).

 

A.       Peer Review

1)       Report on conference call with Phyllis Barker, COO, Oregon Society of Certified Public Accountants on September 12, 2018

 

2)       Approval of changes to the memorandum of understanding – removing “and/or Board” on page 3 of the draft

 

3)       Update on mandatory peer review compliance check for the 2018-2019 biennium

 

4)       Peer Review Oversight Committee (“PROC”) appointment

 

5)       Approval of wording of confidentiality letter to be signed by members of the PROC

 

6)       Approval of changes to the Peer Review Compliance Reporting Form – Under the section “Non-Public Hawaii Attest Work Performed by your CPA Firm”:

  • replace “in the scope of” with “were selected in” in the 10th bullet point; and

  • replace “in the scope of the” with “were not selected in the” in the 11th bullet point


B.       Legislation and Rules

1)       Progress of Proposed Administrative Rules

 

C.       Continuing Professional Education

1)       Report on CPE Audit Compliance

 

7.       OPEN FORUM

 

(Public comment on issues not on the agenda, for consideration for Board’s agenda at a subsequent meeting).

 

8.       NEXT BOARD MEETING

 

Friday, October 26, 2018

King Kalakaua Conference Room

King Kalakaua Building

335 Merchant Street, 1st Floor

Honolulu, Hawaii 96813

 

9.       ANNOUNCEMENTS

 

10.     ADJOURNMENT

 

 

09/21/18

 

Individuals who require special needs accommodations are invited to call

Mr. James Kobashigawa, Executive Officer, at (808) 586-2696 at least 4 working days in advance of the meeting.

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