Public Meeting Notice  Board of Public Accountancy Meeting - 6.18.26

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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 June 18, 2026

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

Board members present

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

Board members absent

• Angela Parziale, Board Member

DOL Staff present

Kerry Cassidy, Executive Director

Jennifer Fraga, Staff Member

Stephen Pleva, Board Counsel

The topics shown below were discussed at the aforementioned meeting:

1. 10:04 A.M. the Chair Lunette Kwan called the open meeting to order.
2. February 19, 2026, Public and Executive Session Meeting Minutes

               The Board reviewed both sets of minutes. Richard Grueter made a motion, and it was seconded by James Redmond, and the members present by majority VOTED: to accept the minutes pending noted grammatical and spelling errors.

Motion Passed – Roll Call:

3. May 21, 2026, Public and Executive Session Meeting Minutes

The Board reviewed both sets of minutes. James Redmond made a motion, and it was seconded by Richard Grueter, and the members present by majority VOTED: to accept the minutes pending noted grammatical and spelling errors.

Motion Passed – Roll Call:

4. Executive Director:

Executive Director Kerry Cassidy reported that since the transition to the eLIPSE licensing system, numerous licenses have successfully renewed while the program continues to provide support to those individuals who are having an issue linking their license. The Agency is working on clarifying the website’s instructional language to further remind individuals: when you’re creating a mass.gov account you must register your name exactly how it is listed on your license.  Ms. Cassidy further added that the Agency has allocated additional resources to provide support  on these cases.

5. Board Counsel Report:Nothing to report
6. Discussion: The Board reviewed submitted courses from the education evaluation department at NASBA for course eligibility and board verification.
7. Course Title: BL 555 Ethics and Negotiations for Accountants

The Board reviewed the submitted syllabus. Richard Grueter made a motion, and it was seconded by James Redmond, and the members present by majority VOTED: to deem the course as acceptable under the Business Law requirement.

Motion Passed – Roll Call:

2. Course Title: AF 450 Performance Management and Evaluation

               The Board reviewed the submitted syllabus. James Redmond made a motion, and it                was seconded by Richard Grueter, and the members present by majority VOTED: to              deny the course acceptability toward the accounting requirement.

Motion Passed – Roll Call:

3. Date Analytics

               The Board reviewed past correspondence between NASBA and the Board. Richard              Grueter made a motion, and it was seconded by James Redmond, and the members        present by majority VOTED: to deem the course as acceptable toward the Business       Information Systems requirement for business.

Motion Passed – Roll Call:

4. Report on NASBA Annual Meeting

            Richard Grueter reported on the topics covered at the annual meeting surrounding    private equity, the continuing education task force, and the current passing statistics of     the CPA Exams. The Board tasked staff to obtain the exam scores from 2025 – to present.   

7. Application Review:

            Nothing to Review

8. Candidate Examination Credit Extension Requests:

            Nothing to review, the proposed item resolved itself prior to the meeting.

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

   No matters presented.

At 10.44 A.M. James Redmond made a motion, and it was seconded by Richard Grueter, 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.

There were no matters presented or reviewed in Executive Session.

At 10:54 A. M. James Redmond made a motion, seconded by Richard Grueter, to exit Executive Session and enter CLOSED Investigate Conference pursuant to G.L. c. 112, § 65C., and the members present voted unanimously.

Motion Passed – Roll Call:

Investigative Conference

• CPA Audits
• Nothing to Review
• AICPA
• Read and filed
• PCAOB
• Read and filed

Adjournment. The next meeting is scheduled for July 16, 2026, at 10 A.M.

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

Motion Passed – Roll Call:

Items relied upon during the open meeting

• Agendas
• DRAFT Public and Executive Session Minutes
• February 19, 2026
• May 21, 2026
• NASBA Course Information Syllabus
• Candidate Examination Request from Jared Shepard

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. Review and Approve Public Meeting Minutes for May 21, 2026
   4. Review and Approve Executive Meeting Minutes for May 21, 2026
3. Executive Director Report
4. Board Counsel Report 
5. Discussion
   1. NASBA Course Eligibility Review and Board Verification Request
      1. Course Title: BL 555 Ethics and Negotiations for Accountants to be reviewed for Business Law requirement
      2. Course Title: AF 450 Performance Management and Evaluation
      3. Data Analytics 
   2. Report on NASBA Annual Meeting
6. Application Review
7. Candidate Examination Credit Extension Requests
   1. Credit Exam Extension Jared Sheperd
8. Discuss matters not reasonably anticipated by the chair, 48 hours in advance of the meeting
9. 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

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

Adjournment – the next scheduled meeting is July 16, 2026