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2015 TOCICO International Conference

Workshop


Rocco Surace
ROCCO SURACE
CPA, ABV, CVA, Jonah, Partner
Finance and Measures
September 9, 2015

Rocco’s primary focus areas are the disciplines of strategically driven improvement services and succession planning. Rocco is significantly involved in education and organizations to advance the CPA profession, as well as to continually upgrade his knowledge on advanced CPA accounting and tax skills. Rocco’s skills have been developed as a result of hands on training and leading projects with and for some of the world leaders in process based cost management (with the concept developers of Activity Based Cost Management), Certificate of Mastery in Re-Engineering through training with Dr. Michael Hammer, and Jonah designation from the Avraham Y. Goldratt Institute, TOC Disciplines Certifications from the TOC International Certification Organization. He is a frequent speaker for industry association groups and professional organizations on Succession Planning and Practice Development, and has received advance level training, practice, and designation in:

  • Succession planning for both company ownership and management in order to transition each successfully
  • Accredited Business Valuation Specialist (ABV) and Certified Valuation Analyst (CVA
  • Holistic-based strategic planning, operationally driven in achieving best-in-class performance and market driven to the most profitable segments for a company’s service levels. Under his leadership and direction as the Managing Partner of Gaines Kriner Elliott LLP, the firm received two national awards for its Professional Services program and services involving Business Process Improvement. These awards recognized the firm’s commitment to quality service, its people, and client satisfaction. Rocco’s current professional participation includes memberships and service in the following:
    • American Institute of Certified Public Accountants (AICPA)
    • New York State Society of Certified Public Accountants (NYSSCPA) • Buffalo Niagara Enterprise and the Manufacturing Council of BNE • National Association of Certified Valuation Analysts (NACVA)
    • Niagara University Board of Advisors
    • Former Advisory Board Member - SUNY at Buffalo - Department of Accounting
    • Serves as a Director on various local boards Rocco Surace is a graduate of Niagara University in Niagara Falls, New York, where he received a Bachelor’s of Science degree in Business and Accounting.

Rocco Surace is a Partner with The Bonadio Group and works with many client companies in various industries, directing their current accounting and tax needs.


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