Jeannine P Birmingham CPA, CGMA
President & CEO, Alabama Society of CPAs
Jeannine P. Birmingham, CPA, CAE, CGMA
31 Waters View Drive
Pike Road, AL 36064
(334) 386-5750
"Be driven, be focused, but enjoy every moment because it only happens once."
PROFILE
Dedicated, accomplished executive leader with over twenty years of experience with the Alabama Society of Certified Public Accountants, preceded by nine years of professional experience in commercial lending and public accounting. Strong organizational, interpersonal and public relations skills; a strategist and creator of new programs, practices and policies.
PROFESSIONAL EXPERIENCE
Alabama Society of Certified Public Accountants December 1998 to present
President and CEO 2007 - present
Support ASCPA staff and their specific departmental projects and programs. Responsible for strategic initiatives of the ASCPA Board and Educational Foundation. Secretary/Treasurer of ALA/CPA/PAC. Liaison to Professional Ethics, By-laws, Taxation and Nominations Committees. Responsible for recruitment and management of ASCPA volunteers for task force groups, committee, conference planning groups, and service projects.
Registered lobbyist for the ASCPA; effective in lobbying the passage of CPA Practice Privilege in 2009; effective in lobbying the passage of the UAA definition of attest in 2014; effective in a collective business effort to pass Taxpayer Bill of Rights in 2014; effective in lobbying and passage of required hours for CPA Exam candidate in 2017; effective in lobbying annual appointments to Alabama State Board of Public Accountancy and appointments to Alabama Securities Commission. Member of the Business Council of Alabama Governmental Affairs Committee, Chair of the Business Council State Taxation Legislative Committee, Current Board Member of Business Council of Alabama.
Selected Accomplishments
Implemented 401(k) plan for staff that increased employee benefits
Spearheaded the development of a re-vamped company website, internet job boards, social media sites, professional networking events for local chapters, career fairs, and print media.
Oversaw company's new building construction, including exterior and interior design, equipment purchases and lease negotiations, and computer and audio-visual layout and design.
Successfully passed by-law amendment to restructure ASCPA governance.
Successfully raised approximately $700,000 for Educational Foundation which increased scholarship amounts and created seven diversity and financial needs scholarships.
Successfully transition the ASCPA Peer Review Administration into a multi-state administration
Deputy Executive Director 2003-2007
Represent the ASCPA at numerous events including chapter events, educational programs, governmental affairs meetings, and state and national boards.
Staff liaison to the GAAF, FAAC, Industry and CPE Committees. Coordinate with each of these committees their annual conference, speakers, topics, and other logistics, and plan the annual CPE schedule. Staff liaison to the Young CPA Board and the Young CPA Charity Golf Committee. Plan, develop and implement new programs, and confer with volunteer task force leaders to evaluate services and programs.
Ensure efficient resource utilization, including staff, technology, production, facilities and finance, and ensure that organizational activities and operations are carried out as planned. Responsible for the management of the website including the implementation of the web/database interface project.
Lead special projects as assigned by the Executive Director and ASCPA Council.
CFO 1998 - 2003
Responsible for the fiscal management and accounting practices of the ASCPA. Prepare and analyze financial statements and departmental financial reports and prepare quarterly financial statements for governing Council which summarize and forecast ASCPA business activity and financial position. Communicate with Secretary/Treasurer regarding financial statement and budget questions. Modify the budget as approved by Council. Assist the Executive Director with the planning and establishment of the annual budget.
Handle routine daily transactions such as cash receipts and cash disbursements and prepare routine monthly reports for CPE, peer review and membership. Prepare monthly financial statements and reconciles cash and investment accounts monthly. Balance all reports from membership, continuing professional education and peer review to general ledger activity. Prepare bi-monthly, quarterly and annual payroll reports. Responsible for the preparation of yearly 1099 and W-2 data and the reconciliation of corresponding federal and state reports.
Schedule audits of the Society and Educational Foundation and preparation of their respective tax returns. Prepare work papers as requested by the independent auditor. Review draft copy of financial statements. Communicate any matters of concern with the Executive Director.
Office Manager 1998-2003
Responsible for directing and coordinating the internal operations of the ASCPA: office operations and procedures, communications and student recruitment; continuing professional education, technical support/website maintenance, membership, flow of correspondence, requisition of supplies, office and building maintenance and other services. Coordinate activities of all staff members and assist all departments as needed. Conduct weekly staff meetings.
Responsible for hiring and training new employees. Troubleshoot and render decisions on personnel issues.
SouthTrust Bank, N.A., Dothan, AL May 1994 - November 1997
Vice President July 1996 - November 1997
Compliance Officer May 1994 - July 1996
Responsible for developing and implementing a compliance program for commercial and consumer lenders; coordinated lender training. Audited loan documentation and reviewed findings with lenders. Performed extensive demographic research which led to the development of a new minority lending program. Coordinated the Right Start Lending Program for SouthTrust Bank, Dothan; an eight-hour educational program structured for minorities. Program increased residential loans of SouthTrust Mortgage Company. Managed the commercial credit department staff and prepared financial forecasts to highlight significant lending opportunities.
Alabama Bankers Association, Montgomery, AL 1992 - May 1994
Chief Financial Officer
Complete financial responsibility for three entities: the Alabama Bankers Association, the Alabama Banking School and the Southern Trust School. Worked closely with the executive director and the staff lobbyist with the governmental affairs program. Responsible for a weekly publication sent to Alabama bankers regarding legislation relevant to financial institutions. Assisted the executive director as an event planner for political candidates fundraising events. Worked as the staff liaison to the ABA Trust Division by planning quarterly meetings and by planning the Annual Trust Conference.
Other Positions Held:
Senior Accountant Jackson Thornton & Co., P.C., Montgomery, AL July 1990 - October 1992
Junior Accountant Wilson, Price, Barranco & Billingsley, P.C, Montgomery, AL June 1988 - June 1990
Leadership, Professional Affiliations and Volunteer Activities
Chair, NASBA, State Society Relations Committee (begin October 2021, two-year term)
CPASEA Treasurer and Board Member (begin July 2021)
Senior Leader Committee St. James Church (begin March 2022)
Alabama State University School of Business Trustee (begin fall 2021)
Troy University School of Accountancy Dean Search Committee (begin spring 2022)
Member Trinity Presbyterian School Executive Search Committee, 2019
Member Montgomery Chamber of Commerce Chairman's Circle, 2019
ACAE Annual Members' Meeting Co-Chair, 2019
Board Member, Business Council of Alabama (begin December 2016)
Co-Chair, BCA State Taxation Committee, 2016-2019
Board Member, AICPA Peer Review Board, 2015-2019
Trustee, 2014-2018 Trinity Presbyterian School
Staff Parish Relations Committee, 2015-2018 St James UMC
Board Member, 2012-2015 Brantwood Children's Home
AICPA Future of Learning Task Force, 2013-2014
President, 2011, Alabama Council of Association Executives
Board of Directors, 2010-2012, CPA SEA
Past Member, 2010-2012, AICPA Women's Executive Committee (appointed 2009)
Accounting Advisory Board, Troy University
Accounting Advisory Board, University of Alabama
Board Member and Officer, 2008-2009, Alabama Council of Association Executives
Finance Committee, 2009-2011, St. James United Methodist Church
Various Fundraising Committees and Mentor, Troy University
HONORS AND ACHIEVEMENTS
Certified Association Executive American Society of Association Executives, Member June 2005
Accounting Hall of Honor Troy University, Department of Accounting and Finance August 2001
Certified Public Accountant American Institute of Certified Public Accountants, Member August 1992
Certified Global Management Accountant - Member 2012
EDUCATION
Institute for Organization Management University of Notre Dame
Alabama Banking School University of South Alabama
Bachelor of Arts, Magna Cum Laude, Accounting and Mathematics majors Troy University