Board of Public Accountancy Meeting - DCCA Hawaii

Board of Public Accountancy Meeting

Board of Public Accountancy

Date:
Friday, 03/24/2023
Start Time:
08:30 AM
Place:
PVL Exam Conference Room, HRH King Kalakaua Building, 335 Merchant Street, Third Floor, Honolulu, Hawaii 96813

Agenda

    BOARD OF PUBLIC ACCOUNTANCY

    Professional and Vocational Licensing Division

    Department of Commerce and Consumer Affairs

    State of Hawaii

     

    AGENDA

     

    Date:                     March 24, 2023

     

    Time:                    8:30 a.m.

     

    In-Person             PVL Exam Room, Third Floor (Note: New Room)

    Meeting                HRH King Kalakaua Building

    Location:              335 Merchant Street

                            Honolulu, Hawaii 96813

     

    Agenda:                Posted on the State electronic calendar as required by Hawaii Revised Statutes (“HRS”) section 92-7(b).

     

    If you wish to submit written testimony on any agenda item, please email your testimony to accountancy@dcca.hawaii.gov or by hard-copy mail to Attn:  Board of Public Accountancy, P.O. Box 3469, Honolulu, HI 96801.  We request submission of testimony at least 24 hours prior to the meeting to ensure that it can be distributed to the Board members.

     

    1.               Public Notice, Quorum, Call to Order – HRS §92-3 Open Meetings and HAR §16-71-69 Oral testimony

     

    2.               Chair’s Report

    a.               Announcements

    b.               Approval of the Minutes of the January 27, 2023 Meeting

    c.                AICPA

    1)               8-Point Plan – Draft Response

    2)               Proposed Statements on Standards for Continuing Professional Education Programs – Deferred from January 27, 2023 meeting

    d.               NASBA Proposed Amendments to the Uniform Accountancy Act Model Rules

     

    3.               Executive Officer’s Report

    a.               Updates on Important Announcements Posted on the Board’s Webpage

    b.               Legislative Committee Report – 2023 Legislative Session

    HB 797, HD1, Relating to Occupational License

    Establishes procedures and eligibility criteria for a privilege to practice public accountancy in this State for public accountants and certified public accountants licensed in another state with comparable education, examination, and experience requirements. Subjects all holders of a practice privilege to the regulatory and enforcement jurisdiction of the board of public accountancy. Sunsets 6/30/2025. (HD1)

     

     

    4.         Standing Committee Report

    a.               Examination Committee

    1)               February 21, 2023 Exam Scores

     

    5.               Applications

     

    The Board may move into Executive Session in accordance with HRS §92-4 and §92-5(a)(1) and (4) “To consider and evaluate personal information relating to individuals applying for professional or vocational licenses cited in section 26-9 or both;” and “To consult with the Board’s attorney on questions and issues pertaining to the Board’s powers, duties, privileges, immunities, and liabilities;”, (Board will vote in Open Meeting.)

     

    a.               CPA License Applications

    1)               Kayla K. Hiroe

    2)               Joseph K. Kaai, Jr.

    3)               Jake C. Hamada

    4)               Yuri Hirata

    5)               Jonathan C. Kim

    6)               Kelli S. Kimura

    7)               Kristina W. L. Tommee

    8)               Eric M. Diemer

    9)               Robert A. Loke

    10)            Jasmine M. Wong

    11)            Jinying Chen

    12)            Moshe Bacharach

    13)            Grant K. Kaiama

    14)            Lindsay J. Tweeten

    15)            Marissa Y. H. Nishjima

    16)            Cherrie T. Liu

    b.               Ratification of CPA Permits to Practice

    1)     Tracey A. Jelly                              CPA-5891

    2)     Emily Lan                                      CPA-6136

    3)     Joshua D. Billiard                          CPA-6144

    4)     Richard J. Wilkens                        CPA-6146

    c.                Ratification of Firm Permits to Practice  

    1)     Tracey A. Jelly                              FPTP-1360

    d.               Delegation to EO

     

    6.               Chapter 91, HRS – Adjudicatory Matters

    In the Matter of the Certified Public Accountant’s License of Yuri Shimahara; ACC 2022-27-L; Settlement Agreement Prior to Filing of Petition for Disciplinary Action and Board’s Final Order.

     

    7.               Next Meeting – Tentative Dates:        May 19, 2023 or May 26, 2023

     

    8.         Adjournment

     

                                                        

    3/15/2023

     

    If you need an auxiliary aid/service or other accommodation due to a disability, contact

    Lee Ann Teshima at accountancy@dcca.hawaii.gov as soon as possible, preferably within two (2) business days of the meeting.  If a response is received after that date, we will try to obtain the auxiliary aid/service or accommodation, but we cannot guarantee that the request will be fulfilled. 

    Upon request, this notice is available in alternate formats such as large print, Braille, or electronic copy.