Public Meeting Notice  Board of Public Accountancy Meeting - 5.21.26

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In accordance with the provisions of G.L. c. 30A § 20, notice is hereby given that the Board of Public Accountancy will be convening their monthly meeting. 

If you need reasonable accommodation to participate in the meeting, please reach out to Cheryl Yebba at 617- 701-8711. The Agency will make best efforts to accommodate requests received in a timely manner.

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 May 21, 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
• Richard Grueter, Board Member
• Angela Parziale, Board Member 

Board members absent:

• James Redmond, Secretary

DOL Staff present: 

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

Acknowledged public attendees: 

• Kent Absec, NASBA Vice President State Board Relations
• Tim Egan, CPA NASBA Regional Director Northeast
• Molly Sullian, Vice President of Government Affairs, Massachusetts Society of CPAs  

The topics shown below were discussed at the aforementioned meeting: 

1. 10:03 A.M. the Chair Lunetta Kwan called the open meeting to order. 
2. Tabled February 19, 2026, Public and Executive Meeting Minutes.
3. Executive Director:
   1. Executive Director Reported – Nothing to report
4. 4. Board Counsel Report:
   1. Board Counsel Reported – Nothing to report
5. 5. Discussion: 
   1. Kent Absec, NASBA presented for informational purposes, the Board was provided updates on Alternative Practice Structures (APS), private equity, the American Institute of Certified Public Accountants (AICPA), the CPE Task Force, the Uniform Accountancy Act (UAA), Pathways/Mobility initiatives, and NASBA fee implementation.
6. Application Review:
   1. Nothing to Review
7. Discussedother matters not reasonably anticipated 48 hours in advance of the meeting.
   1. No Matters presented.

Molly Sullivan, Vice Present of Government Affairs, Massachusetts Society of CPAs reported to the Board the current status of the Bill for CPA Pathway Modernization, it is currently in the Senate Ways and Means Committee. 

At 11:07 A.M. Richard Grueter made a motion, and it was seconded by Angela Parziale, and the members present voted unanimously:  to close the public session and enter executive session pursuant to G.L. c. 30A, § 21(a)(1).  Motion Passed – Roll Call:

The Chair announced that as the remaining agenda items would be in either executive session or closed session, the Board did not anticipate returning to open session, but the Board would adjourn upon conclusion of the deliberation, Executive Session and Investigative Conference matters.

8. Executive Session [M.G.L. c. 30A, §21 (a)(1)&(3) – Closed session]

A. See separate Executive Session minutes

At 11:39 A. M. Angela Parziale made a motion, seconded by Richard Grueter, to exit Executive Session and enter CLOSED Investigative Conference pursuant to G.L. c. 112, § 65C., and the members present voted unanimously.  Motion Passed – Roll Call:

9. Investigative Conference 

• CPA Audits
  • Nothing to Review
• AICPA
  • Read and filed
• PCAOB
  • No action taken

Adjournment. The next meeting is scheduled for June 18, 2026, at 10 A.M.

Angela Parziale made a motion, Richard Grueter seconded, and the members present unanimously, VOTED to adjourn.

Items relied upon during the open meeting

• Agendas
• NASBA Presentation materials
  • Power point presentation
  • NASBA Pathways informational documents
  • NASBA outline of 2027 fees

It is anticipated that the topics shown below will be discussed at the aforementioned meeting:

1. Meeting Called to Order
2. Board Business
   1. Review and Approve Public Meeting Minutes for February 19, 2026
   2. Review and Approve Executive Meeting Minutes for February 19, 2026
3. Executive Director Report
4. Board Counsel Report
5. Discussion
   1. Presentation by NASBA on Alternative Practice Structures, private equity, the American Institute of Certified Public Accountants, the CPE Task Force, and the Uniform Accountancy Act.
   2. Pathways/ Mobility Update
   3. NASBA Fee Implementation Letter
6. Application Review
7. Discuss matters not reasonably anticipated by the chair, 48 hours in advance of the meeting
8. Executive Session [Executive Session for the purpose of reviewing reputation or character rather than professional competence pursuant to G. L. c. 30A, §21(a)(1)]

Candidate Examination Credit Extension Requests

Application Review

Continuing Education for renewal Exemption Requests

9. Investigative and Settlement Conferences [Closed session pursuant to G.L. c. 112, §65C]
10. Cases
11. Settlements
12. CPA Audits
13. AICPA
14. PCAOB
15. Adjudicatory Conferences [Closed session pursuant to G. L. c. 30A, § 18, ¶ 5(d)]

Adjournment – the next scheduled meeting is June 18, 2026