Past, Present and Future

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A Chronicle of History . . .. January 10, 2014. Past. 1494. Luca . Pacioli. issues book introducing double-entry accounting. In . 1494, the first book on double-entry accounting was published. The author was an Italian friar, Luca . ID: 194342 Download Presentation

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Past, Present and Future

A Chronicle of History . . .. January 10, 2014. Past. 1494. Luca . Pacioli. issues book introducing double-entry accounting. In . 1494, the first book on double-entry accounting was published. The author was an Italian friar, Luca .

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Past, Present and Future




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Slide1

Past, Present and Future

A Chronicle of History . . .January 10, 2014

Slide2

Past

1494Luca Pacioli issues book introducing double-entry accountingIn 1494, the first book on double-entry accounting was published. The author was an Italian friar, Luca Pacioli. His impact on accounting was so great that five centuries later, accountants from around the world gathered in the Italian village of San Sepulcro to celebrate the anniversary of the book's publication. The first accounting book actually was one of five sections in Pacioli's mathematics book titled "Everything about Arithmetic, Geometry, and Proportions." This section on accounting served as the world's only accounting textbook until well into the 16th century.  Accounting practitioners in public accounting, industry, and not-for-profit organizations, as well as investors, lending institutions, business firms, and all other users for financial information are indebted to Luca Pacioli for his monumental role in the development of accounting.

Slide3

Past

1794

The locomotive is invented

Slide4

Past

1828

The B & O Railroad was founded

Slide5

Past

1865

Transcontinental Railroad unifies America

Slide6

Past

1920

Eighteenth Amendment to the United States Constitution establishing prohibition was ratified

Nineteenth Amendment to the United States Constitution granted women the right to vote

The Wall Street bombing occurred at 12:01 pm on Thursday, September 16, 1920, in the Financial District of New York

City

Slide7

Past

James A. Councilor, Sr.

1921

James Councilor left the Bureau of Internal Revenue to form Councilor & Company

1924

Became the President of the Greater Washington Society of CPAs

Slide8

Past

1929

Wall Street crashes. The Dow Jones Industrial Average plummeted to 68 points.

Slide9

Past

1929

The Great Depression began

Slide10

Past

Edna Nick

1930

Edna Nick joins firm and becomes one of the first women employed by an accounting firm. She was also the first women to pass the CPA exam in Virginia.

Slide11

Past

1932

Dennison “Dooley” Mitchell joins Councilor & Company

Slide12

Past

1933

William Buchanan joins and forms Councilor & Buchanan

Slide13

Past

1934

SEC is founded

Slide14

Past

1936-1938

Generally Accepted Accounting Principles (

GAAP

) is created

Slide15

Past

1938

Name changes to Councilor, Buchanan & Mitchell

Slide16

Past

1941

Attack on Pearl Harbor

Slide17

Past

1943

Income tax withholding is introduced

Slide18

Past

1945

CBM

Principal, Eugene

Stossel

receives Elijah Watts Sells award for the highest CPA exam score

Slide19

Past

1945

The atomic bombings of Hiroshima and Nagasaki

Slide20

Past

1947

Name changes to Councilor, Buchanan, Mitchell & Hayes

1953

Edna Nick becomes first female partner of

Councilor, Buchanan &

Mitchell

1961

Name changes to Councilor, Buchanan & Mitchell

Slide21

Past

1964

Japan began operations of the first High-speed train, know as the bullet train

Slide22

Past

1964

Beatles appear on the Ed Sullivan Show

The

Who is formed

Slide23

Past

1965

At a club in England, Pete Townsend accidentally breaks guitar neck on low ceiling

Slide24

Past

1979

Visicalc

electronic spreadsheet introduced

Slide25

Past

1981

CBM

acquires its first computer

Slide26

Past

1983

Women employees allowed to wear pants to

CBM

office

Slide27

Past

1986

First Dooley Mitchell Award goes to Vincent Crescenzi

Slide28

Past

1990

CBM

Basketball Team wins championship of CPA League

Slide29

Past

2001

Vincent Crescenzi becomes managing partner

Slide30

Past

2002

CBM

transmits first e-filed return

Slide31

Past

2003

CBM

goes paperless

Slide32

Present

CBM

Anniversaries

2013

2014

May

Karen

Yingst

5

yrs

Tissie Boland 5

yrs

 

January

John Comunale 20

yrs

Sean Griffin 10

yrs

Robert Aceituno 

5

yrs

 

September

Martina Childress 10

yrs

June

Ngon Olive 39

yrs

November

Wyatt Hardiman 15

yrs

Melanie Todd 5

yrs

 

September

Vince Crescenzi 45

yrs

Dan Weaver 15

yrs

 

December

Lisa Sippel 10

yrs

Keith Laudenberger 5

yrs

 

December

Pete Reilly 35

yrs

Lorraine Flude 20

yrs

 

Slide33

Present

New Employees

Dominick Bellia

Norah Jones

Maria Luck

Ian

Nasib

Tamara

Vonderhorst

Slide34

Present

January Birthdays

Kim Poch 5

th

Ngon Olive 7

th

John Mullins 11

th

Sean Griffin 18

th

Slide35

Present

Practice Management - Projects

Engagement

Letters

Tax Returns

Financial Statements

1,085

3,202

198

Slide36

Present

Organization Chart

January 1, 2014

Slide37

Future

Project Clear Path

Communication

Busy Season Mentors

Ascertainable Goals

Director of Professional Development

Clarify expectations for the continued professional education of each staff member

Specify the options available for staff improvement

Make clear the connection between continuous professional development and institutional rewards

Ensure adequate funding for staff development activities

Purposefully determine staff development activities based upon a careful assessment of staff member needs

Employ accepted methods of teaching and learning in staff development activities

Taco Bell Breakfast

Slide38

Future

One

Firm

Slide39

Future

MyPlace

Slide40

Future

CBM

100

Mission Statement

CBM

will provide valued solutions and timely services to assure our clients’ success.

Tag line

Centered on Your Success

Slide41

Future

Match the Mission Statement Game

Auto Nations

“Your goals. Our strategy”

BAE Systems

“We Never Forget Who We Are

Working For”

Dorsey Hall University of Miami, OH

“Achieve with us”

Fitzgerald

Auto Mall

Empathy – originality

– integrity – courage

Levi Strauss

& Co.

“Treating customers the way they would want to be treated…with honesty, respect and dignity”

Lockheed Martin Corporation

“We are Ladies

and Gentlemen serving Ladies and Gentlemen”

Nordstrom

“We protect those who protect us”

Ritz-Carlton

“Our goal is to provide

outstanding service every day, one customer at a time”

The Arc of Northern Virginia

“To be America’s best run, most profitable

automotive dealer”

West Financial

“Find yourself, know

yourself, be yourself”

Slide42

Future

Match the Mission Statement Game

Amazon

“And you’re done”

Allstate

“The good

hands people

Auto Nations

“To be America’s best run, most profitable

automotive dealer”

Avon

The global

beauty leader

BAE Systems

“We protect those who protect us”

CBM

“Our goal is to provide

outstanding service every day, one customer at a time”

Dorsey Hall University of Miami, OH

“Find yourself, know

yourself, be yourself”

Facebook

To

give people the power to share and make the work more open and connected

Fitzgerald

Auto Mall

“Treating customers the way they would want to be treated…with honesty, respect and dignity”

Howard County Libraries

We deliver high quality

public education for all ages

Levi Strauss

& Co.

Empathy – originality

– integrity – courage

Lockheed Martin

Corporation

“We

Never Forget Who We Are Working For”

Nike

“Just do

it”

Ritz-Carlton

“We are Ladies

and Gentlemen serving Ladies and Gentlemen”

The Arc of Northern Virginia

“Achieve with us”

West

Financial

“Your goals. Our strategy”

Slide43

Future

Slide44

Past, Present, Future

January 10, 2014