Alan D. Panter, CPA, CGFM
Principal
CPAs & Advisors
Alan Panter is a Principal in the Auburn Hills office audit department. He is a member of the firm’s Government Services Group and Employee Benefits Group. Alan joined the firm in 2017 with more than 28 years of experience in providing audit and consulting services.
Specializations
- Audit and consulting for state and local government entities, education, and nonprofit organizations.
- Single audit (2 CFR 200)
- Employee benefit plan audits
- Internal controls and procedures analysis
Professional Certifications and Education
- Certified Public Accountant (CPA)
- Certified Government Financial Manager (CGFM)
- Michigan State University – B.A. in Accounting
Professional Membership
- American Institute of Certified Public Accountants (AICPA)
- AICPA Employee Benefit Plan Audit Quality Center
- Michigan Association of Certified Public Accountants (MICPA)
- Government Finance Officers Association (GFOA)
- Michigan Government Finance Officers Association (MGFOA)
- Michigan School Business Officials (MSBO)
- Macomb-St. Clair School Business Officials
- Auburn Hills Chamber of Commerce
- Troy Chamber of Commerce
- Detroit Economic Club
Publications/Seminars
- ARPA for NEU’s – presented at MGFOA conference
- GASB Statement 84 Fiduciary Activities – developed and presented in-house and to government clients
- Financial Management for Nonprofits
- SAS 115 and Common Audit Findings – presented at MGFOA conference
- GASB 54 Overview and Implementation Strategies – presented to Central Michigan School Business Officials
- Career Fair and Interviewing Tips and Tricks – presented at Davenport University
- Budgeting Basics, Preparing for an Audit, and Introduction to New Financial Management Guide – presented at Michigan Library Association Conference
- Budgeting Basics – presented at Michigan Library Association Conference
- Breaking Down the Audit – presented at Michigan Municipal Treasurer’s Association
- GASB 84 – Planning Ahead for a Smooth Transition (two-part series) published in the firm’s Government Advisor eNewsletter
- Public Library Financial Management Guide – written for Library of Michigan
- Podcast: Single Audits for Government Entities, June 2021
- Podcast: Michigan Uniform Chart of Accounts for Local Government, June 2021
- GASB 84 – Planning Ahead for a Smooth Transition published in the firm’s Government Advisor eNewsletter
- GASB 84 – Defining Four Generic Types of Fiduciary Funds published in the firm’s Government Advisor eNewsletter
- How to Develop a Fund Balance Policy to Help Communicate With Governmental Stakeholders published in the firm’s Government Advisor eNewsletter
- COVID-19 Update for Local Governments published in the firm’s Government Advisor eNewsletter
- Looks Like We Need a Single Audit this Year – What Do We Need to Do? published in the firm’s Government Advisor eNewsletter
- The UCA is Here to Stay! published in the firm’s Government Advisor eNewsletter
Articles:
Community Involvement
- Clarkston-Independence District Library, Trustee
- Knights of Columbus, St. Daniel Council 15967, Treasurer