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Ohio's most influential CPAs: a commitment to the profession, a commitment to excellence.

The Ohio Society continues its Centennial anniversary celebration by recognizing members whose contributions have shaped the profession in Ohio and around the nation. The following members have been named "Ohio's Most Influential CPAs" by a member-led selection committee in recognition of their significant, positive influence on the growth, development and evolution of The Ohio Society of CPAs and the CPA profession.

CPAs recognized in the Most Influential CPAs program are nominated by OSCPA members and selected by a member committee. The nomination period closed Dec. 31, 2008.

Groups of honorees will be recognized in each issue of Catalyst magazine through June 2009. To view a complete list of Ohio's Most Influential CPAs to date, visit the Society's Web site at




During his distinguished 36-year career with Ernst & Young, Jim held the position of U.S. national director of human resources during the integration of the Ernst & Whinney and Arthur Young firms. As managing partner of Ernst & Young's Columbus location, Jim led the Big Four accounting firms' Ohio legislative initiative, which resulted in working relationships with state and federal office holders.

Since his retirement, Jim has remained highly active in the business community. In 2003, he was elected to serve on the boards for Abercrombie & Fitch Co., Nationwide Mutual Insurance Company, and the Lancaster Colony Corporation, where he serves as lead director. Jim currently chairs each organization's audit committee in addition to serving on several other committees. He also serves on The Ohio State University's Hospital Board of Trustees and is a public member of the university's audit committee.

Jim's extensive community service includes leadership positions on the boards of the Columbus Museum of Art, the Greater Columbus Chamber of Commerce, the deToqueville campaign for United Way, the Ohio Business Roundtable, and numerous community fund-raising committees, including the Center of Science and Industry.




A shareholder at Rea & Associates Inc. in Dublin and now CEO, Lee, through his firm, was a founding and continuing member of Ohio University's Ohio Center for Professional Accountancy, the first academic and business alliance for accounting in Ohio. He is also a founding and continuing member and past chair of the advisory board to OU's School of Accountancy. Lee has been highly active within the Society, including serving as chair of the Executive Board and the Chapter Operations Committee, and Finance Committee treasurer. While OSCPA Treasurer, Lee was instrumental in bringing professional CPA staff in-house. He has also been part of the Committee of 50 (now the Council of Leaders), Governmental Affairs Advisory Council, Nominating Committee, Strategic Planning Committee, Public Relations Committee and Executive Council, Membership Services Executive Council, and a continuing Legislative Keyperson and spokesperson. Lee also has served on AICPA Council. He is a founding and continuing board member of Columbus First Bank. His community service and volunteer activities include the Dublin Chamber of Commerce, serving as past board member and treasurer, the Dublin AM Rotary Club as a charter and continuing member, past International Fundraising chair and Sergeant at Arms Committee member, and fund-raising chair for the Ohio University Marching Band Alumni Board.




Dave is co-founder and managing director of Brockman, Coats Gedelian & Co. in Akron with responsibility for the firm's overall strategy and operational direction. His dedication to the profession is evident in his extensive record of service to the Society, which includes Executive Board chair and Akron/Canton chapter president, and serving on the following committees: Audit Committee; Steering Committee for The Centennial Campaign to benefit The Ohio CPA Foundation; Ohio CPA/PAC trustee; Finance Committee; Nominating Committee; Public Relations Advisory Council; and Strategic Planning Committee. Dave is a reviewer for the AICPA's Practice Monitoring Program and a past member of the AICPA's Professional Ethics Executive Committee. Dave's volunteerism doesn't end there. He currently serves as trustee and a past chair on the United Way of Summit County Executive Committee; trustee and president of the Beacon Journal Charity Fund, Inc.; trustee of the Akron General Development Foundation; and trustee of the Community Improvement Corporation of Summit, Medina and Portage Counties. He has also served on numerous other community organizations in the past.




Jerry's most recent leadership role for the Society is perhaps his most important. As chair of The Centennial Campaign, he drove the effort which raised more than $1.5 million for Ohio CPA Foundation programs. In 2003, he received the Gold Medal for Meritorious Service to the Accounting Profession, the Society's highest honor. Esselstein served seven years on the Accountancy Board of Ohio and currently serves on the Accountancy Board's Licensing Task Force. He is also an approved instructor for Professional Standards and Ethical Responsibilities for CPAs. Additional service to the Society includes trustee for The Ohio CPA Foundation, past chair of the Executive Board and service on the following committees: Nominating Committee, Professional Ethics Committee, Executive Committee, Future of CPE Task Force, Finance Committee, and Bylaws Committee, in addition to many other roles. Jerry has also served on the AICPA's Board of Directors, chaired the AICPA Finance Committee, and served on the Strategic Planning Committee and the Group of 100. As principal in Jerry L. Esselstein Company LLC, he advises private company owners, executives and senior management groups and specializes in strategic planning, implementation strategies, personnel development and performance measurement.




A partner with Ernst & Young LLP in Cleveland, Jim is part of the firm's national Quality and Risk practice. Prior to taking on current responsibilities, he served in a variety of national and local office roles within the firm. These have included national director of tax compliance; regional state and local tax leader; regional expatriate tax leader; and lead tax partner for various multinational corporations. His service and leadership roles for the Society include Executive Committee, chair of the Tax Practice Committee, Committee of 50, Nominating Committee, Bylaws Committee, Governmental Affairs Advisory Council, Strategic Planning Committee, and Council of Leaders. Jim co-authored the 1989 edition of the Prentice Hall Ohio/Michigan Tax Handbook. He is a past member of the IRS Electronic Tax Administration Advisory Committee in addition to various other professional and community volunteer positions.




With nearly 30 years of experience with Clark Schaefer Hacket& Co, Tom has served in many roles, including president, executive vice president and shareholder-in-charge of both the Middletown and Dayton offices, as well as treasurer. He has also served on several firm committees, including Accounting and Auditing, Tax, Marketing, Strategic Planning, Recruiting, Orientation and Retention.

Tom was active in The Centennial Campaign to benefit The Ohio CPA Foundation, serving on the campaign's Regional and Local Firms Committee. He has also served the Society as a member of the Executive Board, Council of Leaders, Nominating Committee, Endorsement Screening Committee, and Strategic Planning Committee.

His current and past professional affiliations include the accounting advisory boards of Miami University and Ohio University, in addition to serving in the AICPA's Keyperson program and Political Leadership Cabinet. Tom's community service includes past president of the Middletown Rotary Foundation, Rotary International's District Scholarship Committee, Board of Directors for the Middletown Chapter of the American Red Cross, the Business Technical Advisory Board for Miami University in Middletown, and the Anthony Munoz Foundation Advisory Board.




A practicing CPA for 40 years, Lynn has made many notable contributions to the profession and his community. Upon accepting the Society's Gold Medal for Meritorious Service to the Accounting Profession in 2005, he challenged the Society to develop The Concerned CPA Network, which offers assistance to those affected by alcoholism, chemical dependency or depression. Lynn and a group of volunteers, all of whom have experienced similar challenges, are dedicated to assisting CPAs who ask for help. His service to the Society also includes the Personal Financial Planning Committee, Publications Committee and Tax Section leader.

Lynn is a tax consultant and founder of Mares Nichols CPE, Inc., a developer of continuing education programs for CPAs. He serves as an adviser to CPA firms across the country on matters of federal income taxation and tax practice quality control. He is a regular contributor to Bisk Education's CPE Network, co-moderator of the Taxation Discussion Groups for, a member of the Tax Division of the AICPA, and a past chair of the Board of Visitors of the School of Accounting at the University of Oklahoma. His Current Federal Tax Developments CPE program is among the highest-rated in the nation.




Greta is controller for The Ohio State University. As past president of the National Association of Black Accountants (NABA), Greta was responsible for its 42 professional and 96 student chapters. She was a member of The Ohio Society's Black Executive Council, the group that launched the Accounting Careers Awareness Program (ACAP-Ohio) for minority high school students. With over 25 years in the profession, Greta has shared her expertise through service on many boards, including Ohio Dominican College, Southeast Mental Health, Seal of Ohio Girl Scouts Council, Arthur G. James Cancer Hospital and Richard J. Solove Research Institute, Transportation Research Center, the OSU Managed Health Care Board, YWCA, Rickenbacker Port Authority, Franklin County-Columbus Financing Authority, Columbus Medical Association Foundation Board, OSU Women's Council and the Ohio Accountancy Board.

In addition to her position as controller for The Ohio State University, Greta has also served on the City of Columbus Charter Revision, Columbus Mayor Michael B. Coleman's Transition Team, United Way Key Club as co-chair, and AICPA's 150 Hours and Member in Government committees. Her awards include the Blue Chip Profile Business Award, Alpha Kappa Alpha's Humanitarian Award, YWCA's Women of Achievement, the Urban League's Award of Excellence, Blacks in Government Achievement Award, Columbus Urban Banker's Community Award, and the NABA Outstanding Member Award.




A member of the profession for 29 years, Jeff is a shareholder with Rea & Associates, Inc. in New Philadelphia. He serves as a concurring reviewer on approximately 80 audits annually for nonprofits, hospitals, local governments, school districts, manufacturing and construction. He also researches complex accounting and auditing issues for the firm, including interpretation of ethics and independence rules, and coordinates CPE for the firm. Jeff's service to the Society includes chairing the Executive Board, the Strategic Planning Committee and the Endorsement Screening Committee. He has also served as vice chair-finance, member of the Board of Directors, the Accounting and Auditing Committee, AICPA Council as Ohio's designated representative, in addition to numerous other roles. He serves his community as president and board member of the United Way of Tuscarawas County; president and board member of Junior Achievement of Tuscarawas County; classroom instructor for Junior achievement; and co-chair of the Tuscarawas County Chamber of Commerce Business Education Committee.
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Title Annotation:Membership
Publication:Catalyst (Dublin, Ohio)
Date:Jan 1, 2009
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