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Curriculum Vitae Stern

PROFESSIONAL BACKGROUND:

Clumeck Stern Schenkelberg & Getzoff, Encino, CA, 1987 - Present
Finkel, Lewis & Joffe, C.P.A.s, Los Angeles, CA, 1985 - 1987
Weil & Company, C.P.A.s, Santa Monica, CA, 1984 - 1985
Kirsch, Stein & Kohn, C.P.A.s, Encino, CA, 1981 - 1984
Fox & Company, C.P.A.s, Los Angeles, CA, 1979 - 1981

EDUCATION:

  • University of Michigan, Bachelor of General Studies, 1979
  • Professional Development Courses - American Institute of Certified Public Accountants, California Society of Certified Public Accountants and University of California at Los Angeles

 

PROFESSIONAL EXPERIENCE:

  • Engaged in public accounting practice since 1979. Is also a Certified Forensic Accountant. and Certified in Financial Forensics Specializing in a broad range of areas including, but not limited to, tax and financial planning, business consulting, and fraud detection and prevention.
  • Designs and installs local and wide area Network systems for local CPA firms.
  • Implements wireless communication networks with various hand-held devices.
  • Advising clients in relation to acquiring & selling real estate, managing real estate and related accounting issues
  • Experienced in expert witness testimony regarding computer systems, damage calculations, loss of earnings and professional malpractice cases.
  • Consultation to business firms regarding valuations, mergers and acquisitions. Also experienced in auditing and accounting involving various types of manufacturing, distribution and professional service clients.
  • Experienced in various areas of bankruptcy and equity receivership on federal and state levels.
  • Has advanced training in business valuations techniques from the National Association of Certified Valuation Analysis and the American Institute of Certified Public Accountants.

 

PROFESSIONAL AFFILIATIONS:

  • Member, American Institute of Certified Public Accountants
  • Member, California Society of Certified Public Accountants
  • Member, American College of Forensic Examiners International, Inc.
  • Past Member, Board of Directors, California Society of Certified Public Accountants, serving 3 terms
  • Past Member, Board of Trustees, California Society of Certified Public Accountants Education Foundation
  • Chairman, 1987 Computer Show, California Society of Certified Public Accountants
  • Past-Chairman, California Society of Certified Public Accountants Management Advisory Services Committee, Los Angeles Chapter
  • Past Member, Steering Committee, California Society of Certified Public Accountants Micro Computer Users Group, Los Angeles Chapter, 5 years
  • Past-Chairman, California Society of Certified Public Accountants Statewide Management Advisory Committee
  • Member, Task Force on Commission and Contingency Fee Legislation, California Society of Certified Public Accountants
  • Member, California Society of Certified Public Accountants Computer Show Planning Committees, serving 9 times
  • Chairman and Speaker, 1990 MicroComputer Conference, California Society of Certified Public Accountants
  • Member, Nominating Committee, California Society of Certified Public Accountants Education Division, serving 2 times
  • Member, Nominating Committee, Los Angeles Chapter California Society of Certified Public Accountants, serving 2 times
  • Member, Task Force on Implementation of Strategic Plan, California Society of Certified Public Accountants
  • Arbitrator, American Arbitration Association
  • Former Editor In Chief, Los Angeles Chapter California Society of Certified Public Accountants Monthly Newsletter
  • Member, Task Force on CPA Personal Financial Crisis, California Society of Certified Public Accountants
  • Chair, Task Force on Implementing a Society Electronic Bulletin Board
  • Chair, Task Force on Leadership Development, California Society of Certified Public Accountants Education Foundation

 

TEACHING EXPERIENCE:

  • Professor, Marshall School of Business, University of Southern California - Laventhal School of Accounting
  • Recipient of the 2009 & 1991 Instructor Excellence Award, California Society of Certified Public Accountants
  • Co-author and Instructor of California Society of Certified Public Accountants course "Finding and Evaluating Frauds- A Case Study Approach"
  • Author and Instructor of California Society of Certified Public Accountants course "Finding and Evaluating Frauds- A Case Study Approach – Advanced Class"
  • Co-author and Instructor of California Society of Certified Public Accountants course "Legal and Financial Aspects of Restructuring and Liquidation"
  • Author and Instructor of California Society of Certified Public Accountants course "Stopping Fraud in Your Business"
  • Co-author and Instructor of California Society of Certified Public Accountants course "Microcomputer Consulting: Database Application"
  • Author and Instructor of California Society of Certified Public Accountants course "How to Buy and Sell CPA Practices"
  • Author and Instructor of California Society of Certified Public Accountants course "Excel for CPAs"
  • Author, American Institute of Certified Public Accountants self-study course "How to Start a CPA Firm"
  • Co-author and Instructor of FER course "Unmasking and Outsmarting the Culprits Defrauding a Business"
  • Co-author and Instructor of FER course "Preventing, Detecting & Reporting Fraud in Financial Statements"
  • Author, Spidell Publishing self-study course "Discovering Fraud – A Case Study Approach"
  • Author and Editor for Harcourt Brace book, "CPA's Complete Billing and Collection Handbook"
  • Author of 1998 updated to AICPA MAP Handbook section on Computer Security
  • Instructor of California Society of Certified Public Accountants course "Time and Billing Packages for Microcomputers"
  • Feature speaker, Missouri Society of Certified Public Accountants, 17th Annual Management an Accounting Practice Conference, serving 3 times
  • Guest speaker, American Institute of Certified Public Accountants 1991 Managing an Accounting Practice Conference, and numerous other conferences
  • Guest speaker, American Society of Women Accountants, serving 3 times
  • Guest speaker, 1991, 1992 and 1993 Washington Society of Certified Public Accountants Managing an Accounting Practice and Industry Conference
  • Guest speaker, 1991 California Society of Certified Public Accountants Tax Conference
  • Guest speaker, 1991 and 1992 California Society of Certified Public Accountants Office Administrators Conference
  • Organizer and speaker, 1992 Conference on "How to Thrive and Survive Tough Times”
  • Guest speaker, 2008 and 2009 California Society of Certified Public Accountants Central Coast Wine Conference
  • Guest speaker, 2009 California Society of Certified Public Accountants Bankruptcy Conference
  • Business Law Lecturer, Mark Dauberman CPA Review Course
  • Guest speaker, 1991 and 1994 Quantum PC Report Conference
  • Chair in 1992 and guest speaker, California Society of Certified Public Accountants, Annual Loss Avoidance Conference, serving 4 times
  • Guest speaker, California Society of Certified Public Accountants, Annual Computer Conference, serving 20 times

 

NON-PROFIT SERVICE:

  • Former Chair, Former Treasurer and Board Member of California Center For Public Health Advocacy. Harold Goldstein Executive Director. Mission is to build effective advocacy campaigns to ensure that all people have access to healthy food, water and exercise safely.
  • Former Chair, Former Treasurer and Board Member of Partners In Care Foundation. June Simmons Executive Director. Mission is to serve as a catalyst to shape a new vision of care by partnering with organizations, funders and community leaders.
  • Treasure First In Fire Foundation. Mission is to friend raise and fund raise for our local fire services.
  • Board Member of Child Care Resource Center. Michael Olenick Executive Director. Mission is to promote optimal child development and family well-being through access to quality child care, family support, economic development, and community education.

 

LITIGATION EXPERIENCE:

CALIFORNIA STATE SUPERIOR COURT

  • Designated as an expert for both Plaintiffs and Defendants in approximately 100 matters involving calculation of lost wages, earnings and profits, and general economic damages.
  • Qualified as an expert in Los Angeles and Orange County Superior Court
  • Appeared as a witness for both plaintiffs and defendants in a wide range of matters.

 

FEDERAL DISTRICT COURT

  • Testified in 3 matters involving calculations of lost profits and general economic damages
  • Appeared for both plaintiffs and defendants
  • Qualified as an expert in the Central District of California

 

ARBITRATION HEARINGS

  • Testified in approximately 10 matters in private arbitration hearings
  • Retained as a special master on several occasions by various arbitrators
  • Appeared for both plaintiffs and defendants

 

EQUITY RECEIVERSHIPS

  • Testified in approximately 10 matters in private arbitration hearings
  • Retained as a special master on several occasions by various arbitrators
  • Appeared for both plaintiffs and defendants

 

Appointed equity receiver State Court:

People of the State of California v. Roma Computer Solutions, et al., Ventura County Superior Court Case No. CIV 207490

 

Appointed equity receiver Federal Court:

Federal Trade Commission v. Jubilee Financial Services, Inc., et al., U.S.D.C. No. CV 02-6468-ABC

Federal Trade Commission v. Electronic Medical Billing, et al., U.S.D.C. No. CV 00368- AHS

 

Accountants for equity receiver on various cases brought by the Federal Trade Commission

Federal Trade Commission v. Productive Marketing, Inc., et al., U.S.D.C. No. CV 00-06502-NM

Federal Trade Commission v. Consumer Repair Service et al., U.S.D.C. No. CV 00-11218-FMC

Federal Trade Commission v. Keith Gill, et al., U.S.D.C. No. CV 98-1436 LGB

 

REAL ESTATE EXPERIENCE

  • Prepared partnership and corporate tax returns for over thirty years for various types of real estate properties including apartment buildings, office buildings, warehouses, strip centers, and regional malls.
  • Managing partner of numerous partnerships and limited liability companies. Responsibilities include leasing of properties, managing daily affairs, capital improvement projects and general operations of the properties.
  • Purchase and sold over twenty-five properties located in Southern California.
  • Responsible party for obtaining over fifty million dollars in purchase money debt and refinancing of various buildings.
  • Perform valuation on minority interest in relation to ownership of various real properties.
  • Assisted in performing appraisals of various real properties for clients in regards to estate valuation and dissolution of partnerships and limited liability companies.
  • Calculated damages in various real estate disputes between developers, limited liability members and financial institutions.
  • Testimony in several court cases regarding professional standards and fiduciary responsibility in relation to operations and management of real estate partnerships and limited liability companies.

 

 

 

adrian@clumeckstern.com