Carl R. George

Director at American Institute of Certified Public Accountants

Carl R. George

Carl R. George

Director at American Institute of Certified Public Accountants

Biography

Carl R. George, CPA
Senior Executive Partner
Areas of Specialization

Responsibilities include overall firm leadership, strategic planning, and overall firm growth and vision for the firm.
Professional Activities

Member, American Institute of Certified Public Accountants; Past Board Member, American Institute of Certified Public Accountants; named one of the "Top 100 Most Influential People in Accounting" by Accounting Today; Chairman of the National CPA Financial Literacy Commission; 2007 recipient of the AICPA's Special Recognition Award (Financial Literacy Initiative); Illinois CPA Society Strategic Planning Committee; Past Member, AICPA Future Issues Committee; Past Member, AICPA Strategic Planning Committee; Past Chairman of the AICPA Major Firms Group; Past Chairman of the Management of an Accounting Practice (MAP) Committee of the AICPA; speaks throughout the country on the need for enhanced financial literacy for all ages; serves as a speaker or moderator at many practice management conferences; Member of the Illinois CPA Society and the Indiana Association of CPAs.
Education

Master's degree, Ball State University, Bachelor's degree, Ball State University.
License Numbers

Illinois CPA license - #065-008688.

Overview
Career Highlights

Clifton Gunderson LLP

RelSci Relationships

1145

Number of Boards

3

Number of Awards

2

Contact Data
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Relationships
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President & Chief Executive Officer at American Institute of Certified Public Accountants

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Consultant at A.B. Watley Direct, Inc.

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Founder at Joel Isaacson & Co. LLC

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Partner at Mauldin & Jenkins LLC

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Former President & Chief Executive Officer at The Jewish Federation of Greater Houston

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Former Senior Principal at Bracewell LLP

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Chairman & Chief Executive Officer at Northfield Savings Bank - New York

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Member, Board of Directors at American Institute of Certified Public Accountants

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Former Finance Director at Stortech Electronics Ltd.

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Director at American Institute of Certified Public Accountants

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Carl R. George
Director at American Institute of Certified Public Accountants
Education
MA Degree

Founded in 1918, Ball State is a state-assisted residential university in Muncie, Indiana, a midsize Midwestern city one hour northeast of Indianapolis. Ball State is ranked a research university, high research activity by the Carnegie Foundation for the Advancement of Teaching and is accredited by the Higher Learning Commission. Individual programs are accredited by various regional and national organizations. At Ball State, they're more than just educators—they're educational entrepreneurs. Combining top-flight talent with the top-notch resources they have to offer, theirr students and faculty inject endless energy and creativity into what they teach and how they learn. The result—a university The Princeton Review calls one of the best in the Midwest. To fulfill Ball State's mission of fundamentally changing their students, researchers and external partners, they offer comprehensive academic opportunities, including about 180 undergraduate majors and preprofessional programs and more than 100 master's and doctoral degrees. Ball State's programs in architecture, telecommunications, landscape architecture, education, entrepreneurship and online master’s degree in nursing are consistently ranked among the best in the nation. That excellence is only possible because of the quality of Ball State's faculty and their commitment to teaching. More than 90 percent of Ball State's classes are taught by professors. That's almost unheard of at an institution of Ball State's size. Ball State believes that for an educational experience to be successful, it should be just that—an experience. So Ball State has made a unique commitment to immersive learning programs that incorporate research, projects with community partners and capstone experiences into the curriculum. Acting, musical theatre, and telecommunications students participate in talent showcases in New York, Chicago and Los Angeles. Students in Ball State's entrepreneurship program face the ultimate pass or fail test—to graduate, they must pitch a business plan that a panel of experts deems viable. Ball State enrolls about 21,000 students, with more than 17,800 attending on campus. Students come from 48 states, two U.S. territories, about 43 countries, and every Indiana county. Out-of-state students make up about 13 percent of on-campus enrollment, and ethnic minorities comprise about 12 percent. The university enrolls more than 675 international students. Today, Ball State’s entrepreneurial spirit continues to shine through numerous expansions and additions of degree offerings, technological resources, immersive learning opportunities, community outreach projects, and state-of-the-art facilities. These investments are preparing bright students to take advantage of current and emerging job opportunities, meet society’s most pressing needs and serve the communities in which they will live and work.

Memberships
Member
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member
Current

TO ENHANCE THE VALUE OF THE CPA PROFESSION THROUGH EDUCATION, INFORMATION, ADVOCACY AND CONNECTIONS.

Career History
Director
Current

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Professional
Current
Chief Executive Officer
Prior

Clifton Gunderson LLP is a certified public accounting and consulting firm. It provides a wide range of assurance, tax and consulting services to clients in a variety of industries. The company was founded in 1960 and is headquartered in Milwuakee, WI.

Boards & Committees
Member, Advisory Board
2013 - Current

1st Global Advisors' investment philosophy is based on the principles of diversification and strategic asset allocation. The firm's platform of investment advisory services is referred to as Investment Management Solutions (IMS). Through IMS, clients have access to a wide range of investment products, including, but not limited to, mutual funds, ETFs, common and preferred stocks, municipal, corporate and government fixed income securities, unit investment trusts, certificates of deposit and alternative investments such as fund-of-funds hedge funds, structured investments and private equity. The investment management solutions offered through IMS include Ultra-Conservative, Conservative, Moderate, Growth, and Aggressive Growth. All IMS programs, except Core/Satellite model portfolios, offer access to fund-of-funds hedge funds, private equity and structured investments. For qualified clients, the firm offer access to other illiquid investment alternatives, such as non-publicly traded REITs and limited partnership interests.

Board Member
Prior

The American Institute of Certified Public Accountants provides vocational education in accounting. The company provides services to the accounting community, regulatory bodies, and other organizations. It also operates in Jersey City, Washington, and Lewisville. It was founded in 1887 and is headquartered in New York City, NY.

Member, Strategic Planning Committee
Prior

Illinois Certified Public Accountants Society is an American private company located in Chicago, IL, that operates professional association of certified public accountants. Todd Shapiro is the CEO, in this role since 1998.

Non-Profit Donations & Grants

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2006

Illinois Certified Public Accountants Society is an American private company located in Chicago, IL, that operates professional association of certified public accountants. Todd Shapiro is the CEO, in this role since 1998.

$100 - $999
2004

Illinois Certified Public Accountants Society is an American private company located in Chicago, IL, that operates professional association of certified public accountants. Todd Shapiro is the CEO, in this role since 1998.

Awards & Honors
CPA (Certified Public Accountant)
Accounting Today Magazine - Top 100 Most Influential People
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