Robert R. Craig, CPA, Managing Partner
Robert is responsible for leading and directing CF&M and he is also heads the firm’s non-profit and governmental services practice. On January 31, 2014 Robert celebrated 25 years of continual membership in the AICPA. Robert is licensed to practice in New York, Montana and Washington, DC and over his years in public accounting he has developed a comprehensive knowledge of the non-profit and governmental sectors.
Robert frequently lectures on the accounting standards governing not-for-profits and governmental entities. Over the years Robert has developed teaching skills that allow him to simplify the understanding of control objectives and the risks that could prevent an organization from meeting these objectives. Robert is often asked to instruct non-profit and governmental leadership on best control practices for governance in the public sector, this has developed into to a new line of services at CF&M focused on non-profit leadership training.
Robert has not only spent a significant portion of his professional career working for non-profits, he also works within non-profits. Through these internal relationships Robert has developed a vast network of professionals who can assist a non-profit or government with just about any issue they face. By sitting on a number of Boards over the years Robert has gained the unique perspective of being on “the other side of the table” when working with a non-profit. This experience working within a nonprofit allows him to bring a mature perspective to the issues facing today’s not-for-profit.
Robert is a highly sought after author and speaker on accounting and financial issues related to not-for-profit organizations. Robert currently serves on the Suffolk County Chapter of the NYSSCPA’s Not-for-Profit and Governmental Accounting Committee.
David P. Fitzsimmons, CPA, Partner
David has served the not-for-profit community since 1984. During his career David has served as the Secretary and technical advisor of the New York State Society of CPA’s Exempt Organizations Committee. This Committee is charged with providing continuing education and advice regarding tax and legal issues affecting the not-for-profit community. David has provided for the accounting and general business needs of religious orders of men and women, including the development of financial plans for funding retirement and health care needs. David has also aided in the development of investment policies and objectives for many religious communities.
Dennis Michaels, CPA, Partner
Dennis brings value from his unique knowledge of direct mail fund raising and marketing. Additionally, he is intimately familiar with the filing requirements for charitable gift annuity programs in New York, Wisconsin, Oregon and Florida. Based upon this knowledge and experience Dennis is an expert in tax related matters and possible annuity filings.
Joel Schleifer, CPA, Principal
On January 2, 2017 Joel Schleifer will be joining the CF&M team. Joel brings a broad-base of experience in public accounting to CF&M and the clients we serve. Throughout his career Joel has not only provided financial planning and tax advice to a wide array of organizations and their principals, he also has proven to be knowledgeable and experienced in the areas of commercial and not-for-profit attestation services. His client responsibilities at CF&M will include compilations, reviews and audits. Joel will also provide our clients with tax and management advisory services. Joel is very active in local politics and has been named as the Treasurer for numerous political campaigns throughout his career.
Currently, Joel serves as the Co-Chair of the Not-for-Profit and Government Audit Committee of the Suffolk County Chapter of the New York State Society of CPA’s. Joel also serves the Suffolk County Chapter of the New York State Society of CPA’s as a Director.
Conrad R. Sump, CPA, Founder (Retired)
Conrad is a Graduate of Gettysburg College and holds his MBA in Accounting from NYU’s Stern School of Business. Conrad founded the firm of Conrad R. Sump & Company in 1964 and was responsible for the day to day management and building of the practice for nearly 40 years. Conrad hired, supervised and trained each of the current partners of the firm. Conrad instilled a “culture of care” at the firm; building the practice based upon on a deep devotion and commitment to his clients.
This commitment continues today. We have built upon Conrad’s legacy, continuing to inform and guide our clients, putting their needs first. Conrad navigated the successful transition of Conrad R. Sump & Company to Craig, Fitzsimmons & Michaels, LLP. In doing so, Conrad proved that by developing a team of dedicated professionals skilled in providing the highest quality service and personal attention to their clients, a highly specialized firm can continue to grow and prosper in an ever contracting marketplace.