Public Meeting Notice  Board of Public Accountancy Meeting - 2.19.26

In accordance with the provisions of G.L. c. 30A § 20, the Board of Public Accountancy convened a regular monthly meeting on: 

Microsoft Teams Meeting February 19, 2026

Informational note: All votes were taken by roll call. Where each member voted in favor, the vote will be reported as unanimous.

Board members present: 

• Lunetta Kwan, Chair
• James Redmond, Secretary
• Richard Grueter, Board Member
• Angela Parziale, Board Member 

DOL Staff present: 

• Kerry Cassidy, Executive Director 
• Jennifer Fraga, Staff Member
• Stephen Pleva, Board Counsel

Acknowledged public attendees: 

• Molly Sullian, Vice President of Government Affairs, Massachusetts Society of CPAs  
• Liam Cahill, Government Affairs Manager, Massachusetts Society of CPAs

The topics shown below were discussed at the aforementioned meeting: 

1. 10:04 A.M. the Chair Lunetta Kwan called the open meeting to order. 

Board Business

2. a. January 15, 2026, Public Meeting Minutes

               The Board reviewed the minutes. Richard Grueter made a motion, and it was      seconded by James Redmond, and the members present by majority VOTED: to accept the minutes as written.

        Motion Passed - Roll Call:

b. January 15, 2026, Executive Session Minutes

               The Board reviewed the minutes. Angela Parziale made a motion, and it was      seconded by James Redmond, and the members present by majority VOTED: to accept the minutes as written.

        Motion Passed - Roll Call:

3. Executive Director:

               a. Executive Director Reported – Nothing to report

4. Board Counsel Report:

              a. Board Counsel Reported – Nothing to report

5. Discussion: 

                 a. Massachusetts Society of CPAs New England Merge

                 Molly Sullivan, Massachusetts Society of CPAs reported that the Massachusetts Society of Certified Public Accountants plans to finalize         their pending merge July 1, 2026, with the New England state CPA societies, resulting in a regional organization serving CPA professionals throughout New England.

                 b. Mass CPA Legislative Brief Update

                 Molly Sullivan, Massachusetts Society of CPAs reported that 26 states have enacted the additional licensure pathway. She noted that it is anticipated that similar legislation in Massachusetts will reach the Governor’s office this summer.

                 c. Education Inquiry from NASBA, Client Services Education & Research         Department.

               d. The Board reviewed the submitted documentation on Course: MBA 810 23753  business Analytics and Statistics and agreed it was acceptable course. Angela               Parziale made a motion, and it was seconded by James Redmond, and the members       present by majority VOTED:

        Motion Passed - Roll Call:

                 e. NASBA Pathways and Mobility Update

                 Read and filed.

                 f. NASBA Annual CPA Exam Fee Letter

                 Read and filed.

6. Application Review:

              a. Nothing to Review

7. Discussedother matters not reasonably anticipated 48 hours in advance of the meeting.

                     a. No Matters presented

At 10:34 A. M. James Redmond made a motion, and it was seconded by Richard Grueter, and the members voted unanimously:  to close the public session and enter executive session pursuant to G.L. c. 30A, § 21(a)(1).  Motion Passed – Roll Call:

8. Executive Session

-See separate Executive Session minutes.

At 11:12 A. M. James Redmond made a motion, seconded by Richard Grueter, and the members voted unanimously , to exit Executive Session and enter CLOSED Investigate Conference pursuant to G.L. c. 112, § 65C.  Motion Passed - Roll Call: 

9. Investigative Conference

               b. Settlements

               c. CPA Audits

                               a. Nothing to Review

               d. AICPA

                              a. Read and filed

               e. PCAOB 

                              a. No action taken

Adjournment. The next meeting is scheduled for May 21, 2026, at 10:00 P.M.

James Redmond made a motion, Angela Parziale seconded, and the members present voted unanimously, to exit Investigative Conference and enter open session, there upon adjourning the meeting at 12:17 P. M.

Items relied upon during the open meeting

• Agendas
• Draft minutes for January 15, 2026, Public and Executive Sessions
• NASBA Education Inquiry documents
• NASBA Pathways/ Mobility Update documentation
• NASBA CPA Fee Letter