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Directors

CPA Mutual Board of Directors Staff

The CPA Mutual Board of Directors meets at least three times per year to discuss our management and strategic direction. We also have four committees within the Board that meet throughout the year. Since we are a mutual company, member firms are given a vote in the selection of a new board member.

You may note that most of our board members are practicing CPAs. They have the same concerns as our member firms and ensure that the policies offered by CPA Mutual meet the needs of CPAs.

Our Board of Directors represent:

  • Policy holders
  • Strong leadership
  • Great business sense
  • Proven success within their firms
  • CPA industry insight
Stephen M. Tatone, CPA

CPA Mutual Board Member and Chairman
President and CEO of AKT Group, LLP in Lake Oswego, Oregon
View Stephen's complete bio on the AKT Group website.

Area of expertise: Budgeting, financial analysis, business mergers, sales and acquisitions. Expertise in meeting facilitation, leadership coaching and strategic planning sessions.

Professional activities: Board of Trustees Member, Executive Committee and Chairman of the Business Management Committee of George Fox University. Steve is a member of the Oregon Society of CPAs, the American Institute of CPAs and has served as past Chairman of the board of directors of CPAmerica International.

Email: statone@aktcpa.com

Douglas H. Thompson, Jr., CPA

CPA Mutual Vice Chairman

Area of expertise: Practice management consulting with CPA firms with special focus on strategic planning, profit enhancement, succession and mergers/ acquisitions.

Professional activities: Founder and Past President/CEO of CPA Mutual Insurance Company of America RRG, Past President/CEO of CPAmerica International, Founder of CPA Partners, Co-founder of Fisher School of Accounting at the University of Florida, Past Member of the Board of Governors of the Florida Institute of CPAs, Board of Directors of the National Association of State Boards of Accountancy, Founding Member and Steering Committee Member of the Fisher School of Accounting at the University of Florida, Chairman and Board Member of the National Risk Retention Association, Group of 100 Member of the AICPA

Email: dthompson@cpachoice.com

Kathleen H. Davis, Attorney

CPA Mutual Board Member and Secretary
Chair of Law Firm's Insurance Practice Group at Downs Rachlin Martin PLLC in Burlington, Vermont
View Kathleen's complete bio on the DRM website.

Areas of expertise: Regulatory and administrative law with a special emphasis on insurance

Professional activities: Member of the American and Vermont Bar Associations; Board member and Chair of the Audit Committee of Union Mutual Fire Insurance Company; Past Board Member of the Vermont Captive Insurance Association and the National Risk Retention Association

Email: kdavis@drm.com

Carl M. Alongi, CPA

CPA Mutual Board Member
REDW, LLC in Albuquerque, New Mexico

Area of expertise: Management consulting services, business valuation, litigation support, and wealth management

Professional activities: Past Member and Chairman of CPAmerica International, Past President of the New Mexico Society of CPAs, Past Chairman of the Business Valuation Committee for AICPA, Chair Ethics Committee of NM Society of CPAs, and Past Member of numerous committees for the AICPA.

Email: calongi@redw.com

Charles W. Hoyman, CPA

CPA Mutual Board Member
Engagement Partner at Carr Riggs & Ingram, LLC
View Chas' complete bio on the CRI website.

Area of expertise: Auditing, tax planning and tax compliance with a heavy concentration on audits of governmental entities throughout Central Florida

Professional activities: Member of AICPA, Member of the Florida Institute of Certified Public Accountants, Member and Past Chair of United Way of Brevard, Member and Past Chairman of Economic Development Commission of Florida's Space Coast, Member of the CivMil Foundation, Past Chairman of CPAmerica International

Email: choyman@cricpa.com

Phillip D. Neville, CPA

CPA Mutual Board Member

Area of expertise: Taxation, management and business consulting, financial services and litigation support

Professional activities: Past Chairman of CPAmerica International

Email: phil@awhitney.com