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Board & Committee Information

The Board

The Oregon Board of Accountancy assures that approximately 9,400 CPAs, PAs, municipal auditors and public accounting firms registered to practice in Oregon demonstrate and maintain professional competency to serve the needs of their clients and other users of their services. The Board is authorized by ORS chapter 673 to establish and enforce standards and regulations and license qualified applicants to practice public accountancy in Oregon.

The Board composition is established in ORS 673.410.  Members of the board shall be appointed by the Governor for terms of three years, subject to confirmation by the Senate pursuant to Article III, section 4, of the Oregon Constitution.  The board members must be appointed as follows: four must have a current permit as a certified public accountant under the laws of this state and be actively engaged in public accountancy practice; one must have a current permit as a certified public accountant under the laws of this state and be employed in private industry, education or government or be actively engaged in public accountancy practice; one must be a member of the general public; and one must have a current license as a public accountant under the laws of this state and be actively engaged in public accountancy practice.


Board Roster

​Name​AffiliationEmail​
​Nancy Young-Oliver, CPA, CISA, CFE (Chair)​Trimet​youngn@trimet.org
​Joseph Sullivan, CPA (Vice Chair)
​Delap LLP
jsullivan@delapcpa.com​
Haley Lyons, CPA
​Kernutt Stokes LLP
hlyons@kernuttstokes.com
​Stuart Morris, PA
Stuart H Morris PA​shmorris@stumorristax.com​
vacant


​Jason Robinson, CPA (Treasurer)
Oregon Dept of Consumer Business Svcs​jason.robinson@oregon.gov​
​Raul Valdivia, CPA
Valdivia Financial Inc
​valdiviafinancial@myvfi.net
​Angela Hunt, Board Legal Counsel
Oregon Department of Justice​​


CLICK HERE for the Board Agendas and Minutes


Questions about the Board should be directed to Julie Nadeau, Licensing Manager, by email at julie.nadeau@boa.oregon.gov or by phone at 503-378-2270.


Complaints Committee (BOACC)

Membership
The Complaints Committee (BOACC) should consist of at least seven members. BOACC membership should include members with diverse practice specialties and expertise, which may include attest services, governmental accounting and auditing, income tax return preparation, estates and trusts, investments and bankruptcy.  
 
Functions
BOACC will provide technical assistance to Board staff as requested during the pendency of inquiries and investigations. BOACC will review investigation reports and make recommendations to the Board regarding resolution of the complaint, including possible disciplinary action.

Committee Roster

Tonya Moffitt, CPA, Chair
Bryce Wilberger, CPA
Greg Rogers, CPA
Sean Wallace, CPA
Eric Krone, CPA
Scott Wright, CPA
Adam Abplanalp, CPA
Bradley Bingenheimer, CPA
Azucena Gillaspey, CPA
Megan Kurz, CPA
Greggory Peat, CPA

Raul Valdivia, CPA, Board Liaison

CLICK HERE for the BOACC Agendas and Minutes


Questions about the BOACC should be directed to Joel Parks, Committee Coordinator, by email at joel.parks@boa.oregon.gov or by phone at 503-378-2262.

Qualifications Committee (QC)

Membership
The Qualifications Committee (QC) should consist of at least seven members. QC membership should include members in higher education, private industry, government and licensees involved in the practice of public accounting.
 
Functions
QC will review the experience requirements of individuals applying for an Oregon certificate or license to practice public accountancy and make recommendations to the Board regarding such applications. QC will review experience records submitted by the applicant to demonstrate achievement of the core competencies in other professional standards, including non-public accounting experience (equivalent experience) and experience obtained through Board approved experience programs.

Committee Roster

Norm Rush, CPA (Chair)

Brian Miller, CPA

Aaron Piazza, CPA

Mary Pinero, CPA

Michael Smoot, CPA

Ellen Vong, CPA

Mingyu (Gaby) Zhu, CPA

Stephen Maeda, CPA

Desiree Didier, CPA

Jason Robinson, CPA, Board Liaison


CLICK HERE for the QC Agendas and Minutes


Questions about the Qualifications Committee should be sent to board staff at boa.info@boa.oregon.gov or by phone at 503-378-4181.


Peer Review Oversight Committee (PROC)

Membership
The Peer Review Oversight Committee (PROC) should consist of at least five members but cannot fall below three members. PROC membership should include two or more members with a currently active license to practice and who have recent experience in accounting and auditing.  Only one member may be a non-licensee.  If a PROC member is a non-licensee, that member must have extensive experience in preparing and using financial statements.
 
Functions
The purpose of the PROC is to provide oversight of the administration of approved peer review programs in order to provide reasonable assurance that peer reviews of Oregon licensees are conducted reported in accordance with the minimum standards for performing and reporting on peer reviews.

PROC will review and submit to the Board for approval, peer review programs that comply with the  minimum standards for performing and reporting on peer reviews. PROC will provide oversight of approved peer review programs to the Board.  PROC will comply with all other requirements as provided for in OAR 801 Division 050. 

Committee Roster

Michael Rice, CPA (Chair)

Brenda Bartlett, CPA (Vice Chair)

Robert Moody, CPA

David Sacoolas, CPA

Kimberly Conway, CPA

Jonathan Howell, CPA


CLICK HERE for the PROC Agendas and Minutes


Questions about the PROC should be directed to board staff at boa.info@boa.oregon.gov or by phone at 503-378-4181.

Laws & Rules Committee (LRC)

Membership
The Laws and Rules Committee (LRC) should consist of at least five members.  Laws and Rules membership should include members who hold an active license and who have diverse practice specialties and expertise.

Functions
Laws and Rules will review as necessary all statutes and rules and make recommendations for revisions to the Board.

Committee Roster

The Laws & Rules Committee is currently inactive.


CLICK HERE for the LRC Agendas and Minutes


Questions about the LRC should be directed to Julie Nadeau, Licensing Manager, by email at julie.nadeau@boa.oregon.gov or by phone at 503-378-2270.

Committee Members
Committee members serve as volunteer members and will not receive compensation for their service. Committee members may be reimbursed for actual and necessary expenses incurred in the performance of official duties. Committee members are selected by the Executive Director from a Board approved list of qualified applicants. Committee members are selected based on knowledge or experience that will provide a valuable and necessary resource to the committee. Board staff will provide the Board with the licensing history of licensees who are considered for appointment to committees.
 
Term of Membership
Committee membership terms will be for two years. A committee member may be reappointed to serve six consecutive years on any one committee. Committee terms begin on January 1 and end December 31 of the following year. Committee members who are appointed at any other time serve for the remainder of the term in progress in addition to the maximum six years allowed.
 
Removal from Service as Committee Member
Committee members serve at the pleasure of the Board and may be removed from committee service at the discretion of the Board.
 
Attendance at Committee meetings
Committee members who are unable to attend a regularly scheduled meeting must request to be excused by the Executive Director. Unexcused absences and abstentions may be reviewed by the Board annually. Two consecutive unexcused absences may be considered notice of that member's resignation and the Executive Director, with approval of the Board liaison, may provide written notice of such resignation to the committee member.
 
In addition, prior to the last Board meeting of the calendar year, the Executive Director and Committee Chair will review the attendance and participation of each committee member. Upon review, the Executive Director and Committee Chair will provide the Board with a recommendation regarding which committee members will remain on the committee for the following calendar year regardless of how long the committee member has been on the committee.
Committee Chairperson
A Committee Chair will be selected by committee members and will serve as the chair for a one-year term of office. The Committee Chair may serve in office for a maximum of two consecutive terms.
 
Other Committees
The Board may appoint such other committees as it deems appropriate. Membership on such committees may include members of the Board, members of Board committees and other persons with special expertise.
 
Committee Charge
In the performance of duties as a member of a Board committee, all committee members will support the mission, goals and values of the Board. Committee members will not disclose confidential information that comes to their attention during the course of carrying out their responsibilities. Requests to any committee member for copies of public information or for a public statement relating to committee or board matters will be referred to the Executive Director.
 
Each committee will review all matters referred to the committee and make recommendations on such matters to the Board based on the appropriate statutes and rules. Every Committee will follow Board policies and directives that apply to the committee’s specific area of responsibility. Committees may recommend revisions to Board policies and procedures when appropriate.