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Course Authors and Instructors
WALTER G. AUSTIN, Ph.D., CPA
Walter Austin was a financial planner for over 15 years with all of the investment and insurance licenses. He is an Associate Professor Emeritus of the University of Texas at El Paso. He has published self-paced learning materials for college accounting texts, a computerized audit practice set, audit sampling templates, and several articles in journals. He has written a number of continuing professional education courses and has also given a number of speeches to various professional and academic organizations such as the National Association of Accountants, the American Accounting Association, and local CPA chapters. Walter has received numerous teaching awards and is a former Senior Auditor in the financial services industry with KPMG Peat Marwick.
Kenneth Boyd
Kenneth W. Boyd, a former CPA, has over 25 years of experience in accounting, education and financial services. In recent years, Ken has served as an Adjunct Professor of Accounting at the Cook School of Business at St. Louis University. Boyd has also taught Financial, Management and Payroll Accounting at Sanford, Brown College. He currently serves as a part-time online instructor for Missouri College. He has been a speaker at the CPA Breakfast Series for St. Louis Community College, and has been quoted numerous times in Small Business Monthly. Ken also worked as an instructor for Dearborn Financial, a division of Kaplan, Inc. He was responsible for teaching test preparation courses for the National Association of Security Dealers (NASD) Series 7, 6 and 63 exams. Ken has written test questions for the Certified Public Accountant (CPA) Exam for ACT, Inc. A veteran of KPMG - Peat Marwick’s audit department, Ken managed his own accounting practice for 6 years.
Steven Bragg, CPA
Steven Bragg has been the chief financial officer or controller of four companies, as well as a consulting manager at Ernst & Young. He received a master’s degree in finance from Bentley College, an MBA from Babson College, and a Bachelor’s degree in Economics from the University of Maine. He has been the two-time President of the Colorado Mountain Club, and is an avid alpine skier, mountain biker, and certified master diver. Mr. Bragg resides in Centennial, Colorado. He has written more than 35 books.
Joseph Helstrom, CPA
Joseph P. Helstrom, CPA is the Chief Financial Officer for Carmel Financial Corporation, a sales finance company and is also a partner at CFO Resources, LLC a technology training company focusing on training and courseware for accountants”.. Joe has over 25 years of experience as a CPA in both public accounting and industry. After auditing SEC clients for a large, global public accounting firm, he has managed the internal audit function as well as the financial reporting and analysis function for a global consumer electronics manufacturer and has directed corporate tax and corporate treasury functions for an international manufacturer of automotive parts. He has extensive experience in using and integrating computer applications to enhance the speed and decision usefulness of accounting and financial analysis processes.
L. Keith Jordan, CPA
L. Keith Jordan is a Certified Public Accountant with over 35 years of experience in accounting, supervision, and management. His experience in industry has included general, cost and budgeting accountant; accounts payable supervisor; property accountant; assistant controller; and controller. Mr. Jordan also has experience in academic administration. Part of this experience includes serving as Controller/Business Manager for a higher education component campus.
Mr. Jordan is also a Certified QuickBooks ProAdvisor, a QuickBooks Affiliate, a member of the Intuit Inner Circle, and a contributor to the Intuit forums and other forums. For several years, he taught QuickBooks as a classroom instructor and offered consulting services to help clients with management, accounting, and QuickBooks issues while fulfilling full-time employment responsibilities.
Mr. Jordan is currently self-employed. While he continues to offer consulting services in addition to his other activities, he is primarily engaged in technical writing and editing; much of this work involves continuing professional education (CPE) courses for CPAs. As part of this effort, he has been steadily producing QuickBooks courses for CPE since 2000.
Danny C. Santucci
Danny Santucci received his Juris Doctorate from Boalt Hall School of Law, University of California atBerkeley in 1972 at which time he began practicing as a tax attorney in Southern California.
In 1980, Danny established the law firm of Santuci, Potter and Leanders in Irvine California. He went into sole practice in 1995 due to increasing lecture and writing committments. His practice focuses on business taxation and estate planning. He has been active in a number of California bar associations and has been a lecturer for a number of state CPA Societies. He is a prolific author of tax and financial books and articles.
Patricia McCarthy
Patricia McCarthy, is with CFO Resources LLC, a technology consulting firm that specializes in software training and customized courseware for accountants. Her focus is on Microsoft Excel and Access training. Patricia has been in software training for over 14 years and her client list includes the Indiana CPA Society who awarded her their Outstanding Discussion Leader award. She has been a contributor to the Journal of Accountancy and has published articles in several CPA Society magazines, including Indiana, Missouri and Arizona. She is also certified as a MOS expert in Excel. Patricia is a graduate of the College of the Holy Cross and also holds a M.B.A. from Babson College. She was a full-time Lecturer in Butler University’s School of Business for six years and has taught at several of Indiana's other universities. She also has extensive background in audit and financial functions.
Colleen Neuharth McClain CPA
Colleen Neuharth McClain, CPA, practices in the fields of financial accounting and controllership as a sole proprietor. She is a graduate of the University of Texas and has served as a financial controller for various organizations; small and large, public and private, domestic and international. She currently writes for the AICPA and various continuing professional education sponsors.
Dr. Jae Shim
Dr. Jae K. Shim is Professor of Business at California State University, Long Beach. He is a co-author of over 50 professional business books. He was been published by Wiley, McGraw-Hill, Barron's, CCH, Thompson-Southwestern, Penguin, Prentice-Hall, American Management Association (Amacom), and the AICPA. Dr. Shim received his MBA and Ph.D. degrees from the University of California at Berkeley (Haas School of Business). He has been a consultant to commercial and nonprofit organizations over 30 years.
Michael Walker,CPA
Michael J. Walker is a New England-based Certified Public Accountant with over 14 years of accounting experience in the financial services, information technology services and construction industries. He is currently a Vice President at one of the largest financial institutions in the world. He has an extensive technical accounting background that includes hands-on experience with U.S. GAAP, Canadian GAAP and International Financial Reporting Standards (IFRS). His expertise includes the accounting for derivatives, fixed income investments & securitizations.
Paul J. Winn, CLU,ChFc
Paul J. Winn CLU ChFc is a financial writer, editor and trainer in the insurance industry. Past positions have included product developer, compensation officer, marketing VP, VP of strategic planning as well as being President of Maryland Financial Corporation. Mr. Winn has served on multiple Insurance Industry Boards including Baltimore Chapter of CLU and ChFC and Member/Secretary, Advisory Board to New York State Insurance Department. He is well known as a writer and editor of major mutual life insurance company’s agent-training ”university” and has created more than 100 training/continuing education courses. He is also a published book author.
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