Category Archives: Industry News

O.W. Krohn & Associates adds new Partner: Jarrod S. Hall

 

Jarrod S. Hall, CPA, CGMA & SEC Registered Municipal Advisor became a Partner with O. W. Krohn & Associates, LLP effective January 1st, 2018. Hall was admitted into the Partnership after joining the Firm as an intern in 2008 and as a full-time professional staff member immediately after graduation from Ball State University the following year. Hall is a Member of the Indiana CPA Society (“INCPAS”) and the American Institute of CPAs (“AICPA”). After earning his credentials as a Certified Public Accountant (“CPA”), Hall also received the AICPA’s international accreditation and is a Certified Global Management Accountant (“CGMA”). In 2017, Hall (and his partners) fulfilled the recently enacted standards of practice and examinations set forth by the Securities and Exchange Commission (“SEC”) qualifying Hall (and his partners) to be designated as SEC Registered Municipal Advisors.
A native of Noblesville, Indiana, Jarrod enlisted in the US Navy after graduation from Noblesville High School. Following his military service, he attended Ball State University earning degrees in Accounting, Risk Management and Insurance graduating in 2009. Jarrod and his wife, Trisha, reside in Noblesville and welcomed their first child in 2017, a son, Tate.
O. W. Krohn & Associates, LLP is a Westfield-based firm of CPAs and Independent Consultants that have a niche practice that serves the unique accounting and financial advisory needs of local governmental units, school districts and utilities: municipal bonds, utility rates, property tax rates, budgets, local income tax & local government finance.

By: Otto W.“Buzz” Krohn, Executive Partner & James W. Treat, Managing Partner

Indiana 811: Congratulations to Justin Shaffer of Decatur, IN

An Update from the #makethecall Winner
In March, Indiana 811 congratulated Justin Shaffer on winning the grand prize in the #makethecall app competition hosted by CGA and Phillips 66 Pipeline, LLC. Shaffer, of Decatur, Ind., received a gift card for Disney World worth $8,500 and visited Disney World with his family of six in the spring. In a recent update, Shaffer shared that he and his family had a blast enjoying the parks. He is currently planning another trip to use the rest of the gift card from the contest and is thankful to 811 for making a dream come true!

Umbaugh Announces New Partner & Promotion to Principal

 

Umbaugh Announces New Partner
By Umbaugh Announcements, January 11, 2018

We are proud to announce Belvia B. Gray became a partner at Umbaugh on January 1st. Belvia has been involved in many areas of practice at Umbaugh, but she is especially active in bond issues for schools and libraries, budgeting and legislative analysis. She is a registered municipal advisor with the U. S. Securities and Exchange Commission (“SEC”).
Belvia was a founding board member for the Indiana Women in Public Finance Association. She previously served on the Butler University Alumni Board of Directors.
She earned a Bachelor of Arts degree in political science and public relations from Butler University and a Master of Public Affairs degree from the School of Public and Environmental Affairs at Indiana University – Bloomington with concentrations in public financial management, policy analysis and economic development. She joined Umbaugh in 2005 and is based in the Indianapolis office.
We value all our personnel and are especially pleased to watch someone meet the challenges presented and grow into greater responsibilities.

Promotion to Principal
By Announcements, January 11, 2018

Andre J. Riley was selected for promotion based on his commitment to Umbaugh’s core values of Excellence, Innovation, Independence, Integrity and Collaboration.
Andre has been with Umbaugh since October 2003 and is based in the Indianapolis office. Andre is a registered municipal advisor with the U. S. Securities and Exchange Commission (“SEC”). Andre is a member of the American Institute of Certified Public Accountants, the Indiana CPA Society and the Indiana Water Environment Association.
Andre’s experience includes financial studies and projects for municipally-owned water, sewage and stormwater utilities, not-for-profit water, regional water and sewer districts and conservancy districts. In addition, he assists utility clients with financial management services ranging from financial management reports, financial accounting and reporting, budget services and utility controller assistance.
Andre grew up in Louisville, Kentucky and received his Bachelor of Science in Business Economics from the University of Kentucky. Andre obtained his Masters of Professional Accounting from Indiana University’s Kelly School of Business.

 

IRWA’s recent 2017 Water Institute was a great success……

IRWA’s recent 2017 Water Institute was a great success and we have so many fantastic supporters to thank!!

Thank you — M.E. Simpson Co. and Ford Meter Box for coordinating a new event — Shooting Clays. All participants had a great day — novices and pros alike!! A special thanks to Jeff Cunningham (M.E. Simpson Co.) for all of his efforts in making this happen!!

Thank you — Utility Supply Company for putting together a fun night at 33 Brick Street. We truly appreciate Ed Nugent’s (Utility Supply Company) hard work and support on this special occasion, and we would also like to thank the following for their participation as well:  GRW, JCM Industries, Mueller Co., Ford Meter Box, EJ, Neptune

Thank you — to all of our exhibitors and attending vendors!! We appreciate your support of IRWA events and also your patience and understanding as we settle in to our new December venue.

Finally — Thank you — to the French Lick Resort. The accommodations were awesome and the service was outstanding.