Reading Chapter "Next Steps to Success" Leadership Panel and Networking Happy Hour

Roxanne N. McMurtry, CPA

Manager, Herbein + Company, Inc

Roxanne is a leader in the firms dedicated Government and Nonprofit practice.

Roxanne serves as a member on the firm’s Client Cornerstone Committee, where the mission is to ensure world-class value and solutions for our clients. Additionally she is the captain of the firms American Cancer Society Relay for Life team every May.

Specialization

Industries - Nonprofit and Government
Services - Accounting & Audit

Associations
Allinial Global – Firm Member
American Institute of Certified Public Accountants (AICPA) – Member
Pennsylvania Institute of Certified Public Accountants (PICPA) – Member; PICPA Reading Chapter – Executive
Committee Member; PICPA Reading Chapter Emerging CPAs Committee – Co-Chair
PICPA 2013 Young Leader Award Recipient

Education and Certifications
Shippensburg University – B.A. Degree in Accounting
Certified Public Accountant (CPA) – Commonwealth of Pennsylvania

Beyond Herbein
Roxanne enjoys spending time with her family, including her husband, son, daughter, and two cats.

Jessica Brunner, CPA

Manager of Finance, Supportive Concepts for Families

Jessica has over twenty years of experience working in the public accounting, corporate, and
not-for-profit industries.

Professional Experience

Not-for-profit and corporate audits and other attestation engagements
Not-for-profit and corporate tax return preparation
Not-for-profit and corporate accounting and financial statement preparation
Ten years of experience managing accounts payable and other accounting staff
Management of ERP system implementations and upgrades (Microsoft Dynamics AX and
SL)
Financial statement report writing (Crystal, Management Reporter)
Licensed CPA in Pennsylvania

Industry and Charitable Involvement

PICPA Reading Chapter Emerging CPAs Committee
PICPA Reading Chapter Community Engagement Committee
Past Director, Finance Committee Member and Treasurer, Family Guidance Center,
Wyomissing, PA
Pennsylvania Institute of Certified Public Accountants
American Institute of Certified Public Accountants

Notable

2015 PICPA Young Leader/Member to Watch

Education
Bachelor of Science in Business Administration, Kutztown University, Kutztown, PA

Christopher Phillips

Manager, Baker Tilly Virchow Krause, LLP

Chris is a tax manager with seven years of experience in public accounting. He serves a number of multinational commercial clients and high net worth individuals. Chris also works closely with subject matter experts to connect and align the full resources of the firm to provide effective solutions to our client’s needs.

Specific Experience

Represents clients in IRS examinations
Serves clients in all aspects of tax compliance
Provides tax research and consultations on mergers and acquisitions
Provides guidance on US reporting requirements for multinational companies
Licensed CPA in Pennsylvania

Industry Involvement

American Institute of Certified Public Accountants
Pennsylvania Institute of Certified Public Accountants
Chair of PICPA/Berks Bar Integration Committee
PICPA Reading Chapter Executive Committee

Education

Boston University
Bachelor of Science in Business Administration

Community Involvement

Greater Reading Young Professionals, Treasurer
Baker Tilly United Way Campaign Co-Chair
Berks County Law Foundation Events Committee Member