Steven D. Halpern, CPA Managing Partner

Areas of Expertise

Firm Management

As the Firm's managing partner, Steve is responsible for management of the Firm, overseeing all aspects of the operation, including quality controls, strategic direction, recruiting and human resources, client retention, as well as other business affairs of the Firm.

Community Banks and Employee Benefit Plans Practices

Steve is the partner-in-charge of the Firm's community bank and employee benefit plans practices.  In this role, Steve is responsible for assuring the highest quality service to clients served in these industries.  Steve also serves as technical reviewer for the Firm's FAR overhead audits performed for engineering firms as well as the Firm's internal audit engagements.

Specialties include:

  • Financial Statement Audits
  • Public Company Audits
  • Employee Benefit Plan Audits
  • Retirement Plan Audits
  • SEC Financial Reporting
  • Temporary CFO Services

Industry Involvement

  • Maryland Chapter of the Financial Managers Society
    • Served as President
  • Maryland Bankers Association Banking School
    • Graduated in 1997 and served as class President

Education and Professional Development

  • Graduate of University of Delaware with a Bachelor of Science Degree in Accounting in 1989
  • Member of the American Institute of Certified Public Accountants
  • Member of the Maryland Association of Certified Public Accountants
  • Member of the Financial Managers Society

Community Involvement and Interests

  • Steve has completed Maryland Bankers School and was President of the 1997 graduating class.
  • Federal Hill South Neighborhood Association
    • Served on the Board of Directors
  • Glenwood Life Counseling Center
    • Served on the Board of Directors