Habif, Arogeti & Wynne, LLP is a leader in the CPA industry in providing risk management services to vendors and their customers. Our clients are leading cloud and technology service providers and companies that use those services in high risk industries such as healthcare and financial services and who need to meet the most stringent compliance and governance requirements.
With origins dating back to 1919, CohnReznick LLP is the 11th largest accounting, tax, and advisory firm in the United States, combining the resources and technical expertise of a national firm with the hands-on, entrepreneurial approach that today's dynamic business environment demands. CohnReznick serves a large number of diverse industries and offers specialized services for Fortune 1000 companies, owner-managed firms, international enterprises, government agencies, not-for-profit organizations, and other key market sectors.
Headquartered in New York, NY, CohnReznick serves its clients with more than 280 partners, 2,200 employees, and 26 offices. The Firm is a member of Nexia International, a global network of independent accountancy, tax, and business advisors. For more information, visit www.cohnreznick.com
Hancock Askew & Co., LLP is a regional accounting, tax and advisory firm tracing its origins back to 1910. Hancock Askew’s professionals are focused on providing quality service and the personal attention each client deserves. This is demonstrated through our high partner and director level involvement on each of our engagements. Hancock Askew provides services for a range of clients comprised of Fortune 500 companies to small private businesses; federal, state and local government agencies and not-for-profit organizations; multinational, international and national companies. With offices in Savannah and Atlanta, Georgia, and as part of the BDO Seidman Alliance, the firm has the technical expertise and resources of an international firm.
Marcum LLP is one of the largest independent public accounting and advisory services firms in the nation. Ranked among the top 20, Marcum LLP offers the resources of 1,200 professionals, including over 140 partners, in more than 20 offices throughout New York, New Jersey, Massachusetts, Connecticut, Pennsylvania, California, Florida, Grand Cayman and China. Headquartered in New York City, the Firm's presence runs deep with full-service offices strategically located in major business markets.
Dan is the partner-in-charge of Habif, Arogeti & Wynne’s Information Assurance Services practice that serves leading technology based companies on a national and international basis. Dan has over twenty-five years experience in IT management and risk management functions in both internal roles at a Fortune 100 company and in client serving roles with leading CPA firms.
The services Dan oversees include:
- Service Organization Control (SOC) reporting that replaced SAS 70,
- Security and Privacy compliance risk management, e.g., ISO 27001, PCI, HIPAA/HITECH, EU Safe Harbor, and banking regulations
- Security assessments including vulnerability scanning and penetration testing
- Data management and assurance
Dan is the immediate ex-chairperson of the AICPA Information Technology Executive Committee (ITEC) and serves on the AICPA task forces for Privacy and for SOC Reporting, and is lead designer of the new AICPA SOC reporting school. Dan is a frequent speaker and author on Information Assurance topics subjects including SOC reporting, security and privacy risk management, and data management.
Kelly A. O’Callaghan, CPA, CITP, is a partner with CohnReznick and has more than 18 years of diversified public accounting experience, including a concentration in auditing, IT audit, and accounting. Kelly is the Firm’s IT Audit Practice Leader and has extensive experience working with clients to meet their SOC 1 (Service Organization Controls examination under SSAE No. 16, formerly SAS No. 70), SOC 2, and SOC 3 needs. Kelly leads a dedicated IT Audit team that includes members with CPA, CISA, CITP, and CISSP credentials. She directs the IT audit procedures for approximately 200 financial statement audits and approximately 300 SOC 1 reviews related to employee benefit plan and financial statement audits.
Kelly has also developed an expertise in providing services to businesses in specialized industries, including hospitality, real estate, and not-for-profit. She leads the Hospitality Practice in CohnReznick’s New Jersey offices and provides strong leadership for the practice in all audit and governance areas. Kelly is currently the engagement partner for the American Institute of Certified Public Accountants and has been part of the audit team since 2000.
Greg Ameden is the Director of IT Assurance Services for Hancock Askew and leads the firm’s IT-related internal audit, risk advisory, and Service Organization Controls (SOC) reporting services. He has over 10 years of experience working in various information technology environments, starting in the IT field and then most recently 7 years at public accounting and advisory firms. Advising and assisting many organizations from a range of industries has enabled Greg to develop a deep understanding of business processes, operational control, and risk management principles.
Greg has experience working with clients to identify and evaluate financial, compliance and operational risks as part of their SOC 1, SOC 2 and SOC 3 examinations. In addition to AICPA SOC reports, Hancock Askew also issues ISAE 3402 reports, the international equivalent to SOC reports.
Heather B. Bearfield is a Principal in the Marcum Boston office and serves as the National Technology Assurance Services Practice Group Leader. Ms. Bearfield has extensive experience with SOC engagements internal and external audits, application reviews, internal and external vulnerability assessments, wireless assessments and penetration testing. Ms. Bearfield has comprehensive experience in multiple aspects of Risk Management across business operations including regulatory compliance. She executes compliance engagements according to various regulations. She identifies process and control weaknesses, analyzes complex systems and works with clients to streamline operations within time and resource constraints. Heather has her Masters of Business Administration from the University of Vermont.