Presented by: James E. Gomes, CPA | Managing Partner

James is the firm’s Managing Partner. He has been in public accounting since 1998 and brings years of invaluable experience and leadership within the firm. This position is a natural progression in his career, reflecting his expertise and alignment with the firm’s core values and strategic goals. James oversees the operations and strategic direction of the firm. His focus is also on supporting partners and staff, and ensuring clients receive the highest standard of service.

James  has significant experience with not-for-profit organizations including labor unions, trade and professional associations, charitable organizations, foundations, advocacy groups and employee benefit funds. James serves as the North American Chair of Morison Global, an association the firm is affiliated with. He also serves on Morison’s International Board of Directors.

Presented by: Jesse C. Sargent | Principal

Jesse has significant public accounting experience in the specialized field of tax-exempt organizations including nonprofits, charitable entities, trade and professional associations, labor unions, employee benefit plans, and others. He is responsible for all aspects of client service and engagement management including engagement budgeting, supervision of staff personnel, preparation of financial statements, tax filings and informational returns. In addition to his client responsibilities, Jesse frequently assists with on-boarding of new employees/interns and facilitates continuing training and education programs for staff auditors. He is also a member of the firm’s Audit and Accounting Committee and has been instrumental in development of Calibre’s Diversity, Equity, and Inclusion (DEI) initiatives.

Presented by: Susan Davis, Managing Partner | Cohen, Weiss & Simon LLP

Ms. Davis has extensive experience in complex collective bargaining negotiations, union mergers, union restructuring and governance matters, internal union elections and related U.S. Department of Labor investigations. Ms. Davis is a registered parliamentarian and serves as such for her union clients at executive board meetings and conventions. Ms. Davis also represents her union clients as employers in a wide variety of workplace issues.

Presented by: James A. Poulos, CPA | Partner

James is an Audit partner at Calibre CPA Group and has been in public accounting since 2011. James has a wealth of experience providing audit and accounting services for the employee benefit plan and tax-exempt community. He has concentrated his career on single and multiemployer benefit funds, labor unions, associations, foundations, charitable organizations, and other exempt entities. James is a specialist in the firm’s Employee Benefit Plan practice, with expertise in a wide variety of plans including defined benefit, defined contribution, 401(k), pension, health and welfare, annuity, and other funds.

Presented by: Erin Gray Cranmer, CPA | Director

Erin Gray Cranmer, CPA, is a director in the tax department of Calibre CPA Group.  She has been in public accounting since 2011. Erin began her career initially working for a Big Four accounting firm in their private client advisory practice, performing tax planning for high-net-worth individuals.  In 2013, she was employed by Calibre CPA Group and found she is passionate about working to meet the needs of the tax-exempt organizations that are serving our community. Erin is considered an authority in our firm for tax matters relating to this sector of our client base.