Incoming and Outgoing Board Members—Second Quarter 2021
Jonathan Jackson
Executive Director, NACVA
To assure the integrity of the Association, NACVA members have the opportunity to direct key aspects of the organization through participation on one of our five boards. These boards oversee Association activity in critical areas that have the greatest impact on our members’ livelihood. Their purview also includes the formation and recommendation of policies that govern the affairs of the Association.
After the conclusion of this year’s election, we are pleased to announce the addition of 10 new board members who will work to maintain NACVA’s position as the leader in the business valuation and financial litigation fields.
These members volunteer their valuable time to impact the entire NACVA community and profession at large. Most of these board positions are elected by NACVA’s general membership and serve a 3-year term. Our boards aim for both diversity of perspective and depth of expertise. A strength is that with staggered terms, the makeup of the boards change every year, which cultivates fresh ideas and perspectives.
We welcome our incoming members, thank our outgoing members, as well as extend a heartfelt thanks to the many members that have served on boards over the last 30 years. Their contributions are represented throughout everything we do at NACVA.
Welcome to New Board Members
We want to congratulate the following new board members and are excited to have this dynamic group of individuals join our efforts by bringing their unique talents and vast experience to the work of the organization.
Executive Advisory Board
Tammy Richards, CVA, is a business broker with Country Business, Inc. (“CBI”), a regional brokerage firm specializing in the sale of privately held businesses throughout New England. Tammy has been an instructor for NACVA’s Business Valuation Fundamentals webinar series and served as chair of NACVA’s Valuation Credentialing Board. She is also a recipient of NACVA’s Outstanding Member Award.
Jason Pierce, CPA, CMA, CFM, CVA, MAFF, is a Senior Vice President with JS Held in Boston. Jason is a lead instructor for NACVA’s Master Analyst in Financial Forensics (MAFF), and has developed and taught many other courses. He is a past member of the Valuation Credentialing Board and served as the NACVA Alaska State Chapter President. He is also a recipient of NACVA’s Outstanding Member Award.
Ethics Oversight Board
Renee Fair, CVA, is the Managing Partner and Co-Founder of Trustee Capital, LLC, a certified business valuation and analytics consulting firm specializing in business valuations, custom analytics, and robotic automation (RPA) solutions in Tampa, FL. She graduated summa cum laude with a Bachelor of Science degree in Corporate Finance from Arkansas State University and a Master of Business Administration from the University of Tampa.
Ericka Heiser, CVA, served as the Director for Business Valuation Services for a western South Dakota firm for 14 years after working in the banking industry for nearly a dozen years. She moved to Sioux City, IA, in 2020 and started Heiser Valuation Services, LLC. She earned both a Bachelor of Science and a Master’s degree in Business Administration from the University of South Dakota. She is very active in her community and enjoys speaking to organizations and businesses.
Litigation Forensics Board
Michele Laws, CDFA, CVA, MAFF, owns and operates Turning Point Financial Group as an investment advisor representative with a Registered Investment Advisory Firm, Townsquare Capital, in the greater St. Louis area. She also owns and operates Divorce Dollars and Sense Corporation as a Certified Divorce Financial Analyst, Certified Financial Divorce Specialist and Pre-Divorce Planning Specialist.
Kimberly Ford, CPA, CVA, MAFF, is president of theKFORDgroup, a leading CPA firm in San Antonio. She has been recognized as a leader in the community by various organizations over the years for her contributions as a business owner and philanthropist. She has received SABJ’s Women’s Leadership Award and Who’s Who in Accounting, the Entrepreneurial Spirit Award from the National Association of Women Business Owners, and was recently inducted into the San Antonio Women’s Hall of Fame.
Standards Board
Meenal Aggarwal, MBA, CVA, is a Principal with Groots Valuation LLC, specializing in the valuation of business equity, shares, complex securities, and intangible assets. She received her Master’s in Business Administration in Finance from Narsee Monjee Institute of Management Studies, Mumbai. She has mentored many appraisers, provided oversight in complex valuations projects, and encouraged others to join the valuation community to advance their respective careers.
Jason LeRoy, ASA, CVA, CFE, is a Shareholder in the Valuation and Litigation Support Group at Doeren Mayhew and provides business valuation services for clients through their Troy, MI and Houston office locations. Jason received his Bachelor’s in Finance from Michigan State University and is a Life Fellow with the Oakland County Bar Foundation. He is a regular speaker and author on the topics of business valuation and litigation support.
Valuation Credentialing Board
Samantha Fisher, CPA, CVA, recently joined BDO USA LLP as an Experienced Senior Associate for Forensic Investigation & Litigation Services in Owings Mills, MD. Prior to BDO, she was a Supervisor for Business Valuation, Forensic and Litigation Support Department at Hertzbach & Company, P.A. She graduated with a Bachelor’s in Accounting and a Bachelor’s in Business Administration, Finance Concentration from Towson University.
Howard A. Lewis, M.A., M.S., CVA (Emeritus), ABAR (Emeritus), is the former Executive Director of the Institute of Business Appraisers, the nation’s oldest membership association serving the educational and accreditation needs of business appraisers. Prior to joining the IBA in 2008, Howard served as the National Program Manager for the Engineering and Valuation Programs at the Internal Revenue Service. Howard worked for the IRS for over thirty-two years, serving as a valuation engineer, and first-level, mid-level, and top- level manager, both in the engineering and valuation programs, as well as the corporate examination programs. Howard was also the IRS’ national quality improvement coordinator, where he assembled, trained, and facilitated dozens of teams in their system improvement activities, and is currently also consulting with clients on matters pertaining to the Federal and State research and development tax credits. He currently leads NACVA’s CPE On Demand Development Team, and assists clients with their BV controversy matters involving the IRS, as well as assisting clients of the alliantgroup (www.alliantgroup.com) with matters involving research tax credit studies.
Farewell to Outgoing Board Members
We are truly grateful to these outgoing board members who have volunteered to guide NACVA, dedicating significant time and energy to help chart our past, present, and future.
Executive Advisory Board
Alina Rivera-Chair
Peter Agrapides
Ethics Oversight Board
Karen Lascelle-Chair
Tonisha Pinckney
Litigation Forensics Board
Ronald Rudich-Chair
Robert Minniti
Standards Board
Robert Carter-Chair
Brian Crotty
Michael Saccomanno
Valuation Credentialing Board
Peter Vollers-Chair
Achille Ekeu
Anthony Marsala
To assure the integrity of the Association, NACVA members have the opportunity to direct key aspects of the organization through participation on one of our five boards. These boards oversee Association activity in critical areas that have the greatest impact on our members’ livelihood. Their purview also includes the formation and recommendation of policies that govern the affairs of the Association.
After the conclusion of this year’s election, we are pleased to announce the addition of 10 new board members who will work to maintain NACVA’s position as the leader in the business valuation and financial litigation fields.
These members volunteer their valuable time to impact the entire NACVA community and profession at large. Most of these board positions are elected by NACVA’s general membership and serve a 3-year term. Our boards aim for both diversity of perspective and depth of expertise. A strength is that with staggered terms, the makeup of the boards change every year, which cultivates fresh ideas and perspectives.
We welcome our incoming members, thank our outgoing members, as well as extend a heartfelt thanks to the many members that have served on boards over the last 30 years. Their contributions are represented throughout everything we do at NACVA.
Welcome to New Board Members
We want to congratulate the following new board members and are excited to have this dynamic group of individuals join our efforts by bringing their unique talents and vast experience to the work of the organization.
Executive Advisory Board
Tammy Richards, CVA, is a business broker with Country Business, Inc. (“CBI”), a regional brokerage firm specializing in the sale of privately held businesses throughout New England. Tammy has been an instructor for NACVA’s Business Valuation Fundamentals webinar series and served as chair of NACVA’s Valuation Credentialing Board. She is also a recipient of NACVA’s Outstanding Member Award. Jason Pierce, CPA, CMA, CFM, CVA, MAFF, is a Senior Vice President with JS Held in Boston. Jason is a lead instructor for NACVA’s Master Analyst in Financial Forensics (MAFF), and has developed and taught many other courses. He is a past member of the Valuation Credentialing Board and served as the NACVA Alaska State Chapter President. He is also a recipient of NACVA’s Outstanding Member Award. Ethics Oversight Board
Renee Fair, CVA, is the Managing Partner and Co-Founder of Trustee Capital, LLC, a certified business valuation and analytics consulting firm specializing in business valuations, custom analytics, and robotic automation (RPA) solutions in Tampa, FL. She graduated summa cum laude with a Bachelor of Science degree in Corporate Finance from Arkansas State University and a Master of Business Administration from the University of Tampa.Ericka Heiser, CVA, served as the Director for Business Valuation Services for a western South Dakota firm for 14 years after working in the banking industry for nearly a dozen years. She moved to Sioux City, IA, in 2020 and started Heiser Valuation Services, LLC. She earned both a Bachelor of Science and a Master’s degree in Business Administration from the University of South Dakota. She is very active in her community and enjoys speaking to organizations and businesses.Litigation Forensics Board
Michele Laws, CDFA, CVA, MAFF, owns and operates Turning Point Financial Group as an investment advisor representative with a Registered Investment Advisory Firm, Townsquare Capital, in the greater St. Louis area. She also owns and operates Divorce Dollars and Sense Corporation as a Certified Divorce Financial Analyst, Certified Financial Divorce Specialist and Pre-Divorce Planning Specialist.Kimberly Ford, CPA, CVA, MAFF, is president of theKFORDgroup, a leading CPA firm in San Antonio. She has been recognized as a leader in the community by various organizations over the years for her contributions as a business owner and philanthropist. She has received SABJ’s Women’s Leadership Award and Who’s Who in Accounting, the Entrepreneurial Spirit Award from the National Association of Women Business Owners, and was recently inducted into the San Antonio Women’s Hall of Fame.Standards Board
Meenal Aggarwal, MBA, CVA, is a Principal with Groots Valuation LLC, specializing in the valuation of business equity, shares, complex securities, and intangible assets. She received her Master’s in Business Administration in Finance from Narsee Monjee Institute of Management Studies, Mumbai. She has mentored many appraisers, provided oversight in complex valuations projects, and encouraged others to join the valuation community to advance their respective careers.Jason LeRoy, ASA, CVA, CFE, is a Shareholder in the Valuation and Litigation Support Group at Doeren Mayhew and provides business valuation services for clients through their Troy, MI and Houston office locations. Jason received his Bachelor’s in Finance from Michigan State University and is a Life Fellow with the Oakland County Bar Foundation. He is a regular speaker and author on the topics of business valuation and litigation support.Valuation Credentialing Board
Samantha Fisher, CPA, CVA, recently joined BDO USA LLP as an Experienced Senior Associate for Forensic Investigation & Litigation Services in Owings Mills, MD. Prior to BDO, she was a Supervisor for Business Valuation, Forensic and Litigation Support Department at Hertzbach & Company, P.A. She graduated with a Bachelor’s in Accounting and a Bachelor’s in Business Administration, Finance Concentration from Towson University.Howard A. Lewis, M.A., M.S., CVA (Emeritus), ABAR (Emeritus), is the former Executive Director of the Institute of Business Appraisers, the nation’s oldest membership association serving the educational and accreditation needs of business appraisers. Prior to joining the IBA in 2008, Howard served as the National Program Manager for the Engineering and Valuation Programs at the Internal Revenue Service. Howard worked for the IRS for over thirty-two years, serving as a valuation engineer, and first-level, mid-level, and top- level manager, both in the engineering and valuation programs, as well as the corporate examination programs. Howard was also the IRS’ national quality improvement coordinator, where he assembled, trained, and facilitated dozens of teams in their system improvement activities, and is currently also consulting with clients on matters pertaining to the Federal and State research and development tax credits. He currently leads NACVA’s CPE On Demand Development Team, and assists clients with their BV controversy matters involving the IRS, as well as assisting clients of the alliantgroup (www.alliantgroup.com) with matters involving research tax credit studies.
Farewell to Outgoing Board Members
We are truly grateful to these outgoing board members who have volunteered to guide NACVA, dedicating significant time and energy to help chart our past, present, and future.
Executive Advisory Board
Alina Rivera-Chair
Peter Agrapides
Ethics Oversight Board
Karen Lascelle-Chair
Tonisha Pinckney
Litigation Forensics Board
Ronald Rudich-Chair
Robert Minniti
Standards Board
Robert Carter-Chair
Brian Crotty
Michael Saccomanno
Valuation Credentialing Board
Peter Vollers-Chair
Achille Ekeu
Anthony Marsala
