Lisa Whittemore
Forensic Accounting for Asset and Income Analysis in Litigation
Complex financial records can obscure key facts in legal disputes. Professional analysis can help legal teams clarify claims and inform strategy. Key Takeaways: Financial complexity often determines the outcome of legal disputes. Whether in divorce, trust, or civil business litigation, understanding the underlying financial picture is essential. Attorneys frequently face cases with tangled accounts, hidden […]
AAFCPAs Shares Nonprofit Audit Proofing Strategies at 2026 Institute for Trustees Conference
AAFCPAs has been invited to present a workshop as part of the 2026 Institute for Trustees Conference for nonprofit board members and executive directors presented by Essex County Community Foundation, Greater Worcester Community Foundation, Community Foundation for MetroWest, and South Coast Community Foundation. The conference brings together nearly 1,000 leaders from across the sector to […]
SOX 404 Compliance and the Value of Strong Internal Controls
Strong internal controls under SOX 404(a) help organizations prevent errors, improve operational consistency, and maintain confidence with stakeholders. Effective compliance turns regulatory requirements into a framework for reliable reporting and sound governance. Key Takeaways: Section 404(a) of the Sarbanes-Oxley Act requires management of public companies to establish, maintain, and annually evaluate effective internal controls over […]
AAFCPAs Adds Five to Partner Leadership Team
Worcester Business Journal (March 9, 2026) – Fresh off its acquisition of McLaren & Associates CPAs, AAFCPAs has added five partners to its leadership team, bringing the firm’s total partner count to 52. The additions include two new hires and three internal promotions, strengthening expertise across advisory, tax, and risk services.
Speaking The Same Language: Finance Fundamentals for Legal Teams
Key Takeaways: Aligning Legal Review with Financial Reality Legal teams are often asked to weigh in on decisions that carry financial consequences, even when the issue appears purely contractual or regulatory. A basic understanding of financial statements and reporting principles equips counsel to see those consequences more clearly. It also supports more informed discussions with […]
AAFCPAs Invited to Speak on Finance Fundamentals for In-House Legal Teams
Join AAFCPAs Consulting CFOs and Risk Advisory practice leaders for an engaging session hosted by New England Corporate Counsel Associations, Inc. (NECCA) focused on strengthening collaboration between legal, finance, and business teams. The session, Speaking the Same Language: Finance Fundamentals for Legal Teams, is designed for in-house counsel who want a clearer understanding of essential […]
AAFCPAs Celebrates 2025 Partner Class
AAFCPAs celebrates its 2025 partner class, recognizing the accomplishments of five outstanding professionals whose promotions and roles reflect both personal achievement and the firm’s continued growth. Each new partner has demonstrated a record of leadership, technical excellence, and a client-first approach. Together, they strengthen AAFCPAs’ ability to provide thoughtful, forward-looking solutions beyond our core audit […]
How IT Controls Keep Your Systems and Data Safe
During AAFCPAs’ recent webinar, Understanding Your ITGCs: Why They Matter and How to Strengthen Them (November 2025), Lisa Whittemore, CFE, CRMA, MBA and Vassilis Kontoglis presented a practical framework for assessing, strengthening, and monitoring IT general controls to protect data, ensure operational continuity, and support regulatory compliance. A single misstep in IT General Controls (ITGCs) […]
AAFCPAs Expands Risk Advisory Leadership with Appointment of Lisa Whittemore as Partner
AAFCPAs, a U.S. top 100 CPA and advisory firm, is pleased to announce the appointment of Lisa Whittemore, CFE, CRMA, as Partner, Risk Advisory. Lisa brings extensive experience in governance, risk and compliance for public and private companies across a wide range of industries. She has more than two decades of experience as a global […]