Professional Bank Names Fort Lauderdale Business Leader Patricia McKay to its Board of Directors

Templeton & Company, LLP, Partner has vast finance experience and substantial civic and community involvement

MIAMI, Fla. | March 8, 2019 – Professional Bank, one of Florida’s fastest-growing financial institutions, has made an addition to its Board of Directors. Templeton & Company, LLP, Partner Patricia “Pat” McKay is the board’s newest member.

A CPA, McKay brings her long-term experience in various finance-related executive roles to the Bank. She joined Templeton in 2009, a leading South Florida based accounting and management advisory firm with offices in Fort Lauderdale and West Palm Beach.  Prior to Templeton, McKay was the Executive Vice President and CFO at Office Depot and served on its Board of Directors. She was also the CFO at Restoration Hardware, Inc. and held senior finance leadership positions at AutoNation, Inc. and Dole Food Company, Inc.

“Pat is a great addition to our Board of Directors,” said Daniel R. Sheehan, Chairman and CEO of Professional Holding Corp., and Executive Chairman of Professional Bank. “The organization will benefit greatly from the breadth and depth of her experience.”

A highly sought-after adviser, McKay is often invited to speak to finance professionals, operational executives and board members. She was named an Influential Business Woman and a Key Partner by the South Florida Business Journal and inducted into Florida Atlantic University’s National Alumni Association Hall of Fame.

McKay is also a member of the Orange Bowl Committee. Other professional and civic affiliations include Women Corporate Directors (both on its Advisory Board and as Co-Chair of the South Florida chapter), and the Committee for Economic Development. She is the immediate past chair of the Florida Atlantic University Foundation and she serves on Holy Cross Hospital Board of Directors.

“I was incredibly excited to learn about the Bank’s vision for the tri-county area and beyond,” said McKay. “I gravitate to quality organizations and enjoy the challenge of implementing ambitious plans. I look forward to my role on the Bank’s board in supporting this endeavor.”

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About Professional Bank: Headquartered in Coral Gables, Fla., Professional Bank is one of Florida’s fastest-growing community banks. A subsidiary of financial holding company Professional Holding Corp. (OTC: PFHD), Professional Bank specializes in construction, residential and commercial real estate financing as well as business loans and lines of credit, including SBA financing. Known for high-touch customized concierge services, the Bank serves the needs of its customers through a full offering of deposit products, cash management services, online and mobile banking.

Founded in 2008, Professional Bank operates full-service branches and loan production offices in Miami-Dade, Broward and Palm Beach counties. For more information, visit www.professionalbankfl.com.

 

 

Jim D. Machen, Partner Emeritus, at Templeton & Company Has Passed Away

West Palm Beach, Fla. – January 22, 2019 – It is with heavy hearts that we announce the passing of Jim D. Machen, CPA, Partner Emeritus, of Templeton & Company.

Jim was one of the founding members of Machen Powers Disque & Boyle Chartered, along with Ray Powers, Philip Disque and J. Vince Boyle.    This CPA firm was founded in September of 1982 with offices in Boca Raton, Vero Beach and Fort Lauderdale, Florida.  Jim was the partner in charge of the Boca Raton office.  In 2005 Jim formed James Machen Chartered, which he combined with Templeton & Company in January of 2008.

Jim had an illustrious career and served as the trusted advisor to many well-known community leaders.  Among his clients were H. Wayne Huizenga Sr. and his family and business interests.  He handled Mr. Huizenga’s sports teams including the Miami Dolphins, the Florida Marlins and the Florida Panthers as well as other business ventures.

The thing that truly set Jim apart and made him unique was the genuine interest and affection that he expressed for his clients.  This was very evident in the personal interest that he took in their families and he was there for the birth of grandchildren as well as for the passing of their parents.  He expressed the same interest in his employees and their families and treated them as his own family.  It is a testament to Jim that his clients as well as his employees remained with him for many years.  This in addition to his keen business sense and tax expertise was the key to his success.

Jim was a fun loving guy with many friends and he loved a good joke.  He had an infectious laugh and immediately made people feel comfortable.  He had a great sense of style and art and also wrote beautifully.  Born and raised in Oklahoma and a proud graduate of the University of Oklahoma, he had minored in English and we always joked that his were the best written letters ever received by the IRS. Jim started his career at Arthur Andersen in Oklahoma, at a time when men had to wear top hats, he went on to become a partner at Coopers & Lybrand where he ran their Phoenix office tax practice.

“Jim was a great practitioner whose service to clients was impeccable, but he was an even more wonderful person and will be sorely missed by all of us at the firm,” said Steven Templeton, President, Templeton & Company, LLP.

To honor Jim’s memory, the Machen family suggests that contributions can be made to the Hospice of Santa Barbara, California.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

 

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Templeton & Company Consistently Ranks as One of South Florida’s Top Charitable Giving Firms

West Palm Beach, Fla. – December 12, 2018 – Templeton & Company, a leading accounting and management advisory firm, is pleased to be ranked among the top charitable giving corporations in South Florida by The South Florida Business Journal for the second year in a row.

The firm works with and supports a variety of nonprofit organizations throughout South Florida and encourages all team members to contribute to the communities in which they live and work. Templeton believes giving back to the community has a powerful impact with lasting benefits for everyone.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Walt Maxwell, CPA, Named Partner at Templeton & Company

West Palm Beach, Fla., – August 20, 2018 – Templeton & Company is pleased to announce Walt Maxwell, CPA, has been named a Partner.

Walt provides audit and tax services to Templeton’s clients across a variety industries, including governments, nonprofit organizations, construction, education, financial services, and real estate. His experience includes auditing financial statements in both the public and private sectors.

Walt is a member of the American Institute of Certified Public Accountants, Florida Institute of Certified Public Accountants, and the Florida Government Finance Officers Association. He is a graduate of Leadership Palm Beach County Class of 2014 and is a former Finance Committee Member of the Boys & Girls Clubs of Palm Beach County. Walt earned his bachelor’s degree from Florida State University; he is based in Templeton’s West Palm Beach office and can be reached at (561) 798-9988 or wmaxwell@templetonco.com.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale, and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Templeton & Company Ranked as One of South Florida’s Top Accounting Firms for Ninth Consecutive Year

West Palm Beach, Fla. – July 24, 2018–Templeton & Company, a leading accounting and management advisory firm, has been selected as a Top 25 Accounting Firm in South Florida by The South Florida Business Journal for the ninth year in a row. This ranking was based on 2017 billings and number of CPAs.

For more than 28 years Templeton & Company has provided high quality audit, tax and consulting services to its clients in a variety of industries. The firm has grown to include more than 60 professionals and two South Florida office locations; West Palm Beach and Fort Lauderdale. Templeton & Company consistently ranks as a Top 300 firm in the nation by Inside Public Accounting.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Patricia McKay Elected to Orange Bowl Committee

Patricia A. McKay, CPA - West Palm Beach CPAWest Palm Beach, Fla. – May 24, 2018 Templeton & Company is pleased to announce that Patricia McKay, Partner and Managing Director, has been elected as a member of the Orange Bowl Committee. The Orange Bowl Committee officially welcomed eight new Active Members for the 2018-19 year, who were elected at the March Membership Meeting. With the additions, the Orange Bowl Committee consists of 360 members.

The new class will play an integral role as the Orange Bowl will host College Football Playoff Semifinal at the Capital One Orange Bowl on Dec. 29, 2018, the 25th annual MetroPCS Orange Bowl Basketball Classic on December 22, 2018, as well as numerous other sporting events and community activities throughout South Florida.

“I am excited and honored to be joining the Orange Bowl Committee.  With the annual Orange Bowl college football game, the OBC supports one of the truly iconic elements of South Florida, and then so much more within our communities. I am pleased to be able to continue that tradition of support and community engagement,” said Pat McKay.

Prior to joining Templeton, Patricia served as the Chief Financial Officer of Office Depot, Restoration Hardware and various finance roles at AutoNation including CFO. She also served on the board of Office Depot. She is currently chair of the Florida Atlantic University Foundation and is on the board of Holy Cross Hospital. A Miami native, Patricia received her Bachelor of Business Administration from Florida Atlantic University and also attended Florida State University.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, M&A support. The firm also provides its high net worth clients a broad array of family office services. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Steven P. Leone Earns Certified Valuation Analyst Credential

Steven P. Leone, CPA - Ft Lauderdale CPAWest Palm Beach, Fla. – April 3, 2018  Templeton & Company is pleased to announce that Steven P. Leone, CPA, CVA, Managing Tax Partner, has successfully completed the certification process with the National Association of Certified Valuators and Analysts® (NACVA®) to earn the Certified Valuation Analyst® (CVA®) designation. The CVA designation is granted only to individuals who have met a high bar or both prerequisite qualifications and passed a substantive examination testing both understanding of theory and the application of skills in the field of private company business valuation.

“The CVA designation is an indication to the business, professional, and legal communities that the designee has met NACVA’s rigorous standards for professionalism, expertise, objectivity, and integrity in the field of performing business valuations, and the attendant financial consulting related to the discipline,” stated Parnell Black, MBA, CPA, CVA Chief Executive Officer of NACVA.

“NACVA’s CVA designation is the only valuation credential accredited by the National Commission for Certifying Agencies® (NCCA®), the accrediting body of the Institute for Credentialing Excellence™ (ICE™),” Black added.

Steve joined Templeton & Company in 2013. Prior to joining the firm, Steve worked with a Big 4 CPA firm for 18 years serving as the Managing Tax Partner working with clients in the information technology, financial services, retail, real estate, construction, communications, manufacturing and distribution, and entertainment industries.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale and West Palm Beach, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Templeton & Company Consistently Ranks as One of South Florida’s Top Accounting Firms

West Palm Beach, Fla. – July 14, 2017–Templeton & Company, a leading accounting and management advisory firm, has been selected as a Top 25 Accounting Firm in South Florida by The South Florida Business Journal. Based on 2016 billings, this marks the eighth year in a row that Templeton & Company has ranked as a top accounting firm in South Florida.

For more than 26 years Templeton & Company has provided high quality audit, tax and consulting services to its clients in a variety of industries. The firm has grown to include more than 60 professionals and three South Florida office locations; West Palm Beach, Fort Lauderdale and Wellington. Templeton & Company consistently ranks as a Top 300 firm in the nation by Inside Public Accounting.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale, West Palm Beach, and Wellington, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Heather Anstaett, CPA, Elected Chair of FICPA’s Palm Beach Chapter

West Palm Beach, Fla., – June 30, 2017 – Templeton & Company congratulates Heather Anstaett, CPA, Audit Supervisor, on her election as chair of the Florida Institute of CPAs (FICPA)’s Palm Beach Chapter for the 2017-2018 year.

Heather has been a member of the FICPA’s Palm Beach Chapter for approximately 15 years and has been on the Chapter’s Board the past three years, including one year as Secretary.

“I look forward to the challenges of leading the Chapter as we reassess, and hopefully, improve our efforts to serve our members and the community,” said Heather.

In addition to her involvement with the FICPA’s Palm Beach Chapter, Heather also volunteers her time to Habitat for Humanity of Palm Beach County and the Leukemia and Lymphoma Society’s Palm Beach Chapter. She is based in Templeton’s West Palm Beach office and can be reached at (561) 798-9988 or hanstaett@templetonco.com.

About Templeton & Company

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale, West Palm Beach, and Wellington, Fla., the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

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Templeton & Company to Sponsor Master of Accountancy Program

2017_02_24_Fleming_Steve_Templeton_29Templeton & Company, a Florida professional services firm, is the sponsor of Palm Beach Atlantic University’s Master of Accountancy program with a gift of $100,000.

“Templeton & Company is proud to support the Masters of Accountancy program at Palm Beach Atlantic University,” said Steven Templeton, founder and president of Templeton & Company.  “It has been very gratifying to witness the tremendous growth and development of the undergraduate accounting program at PBA and it is my hope is that our firm’s involvement with the master’s program will produce the same outstanding results.”

“Templeton & Company once again is leading the industry through this significant investment in accounting education,” President William M. B. Fleming said. “The Templeton tradition of excellence though this long-time partnership with University continues to benefit students, alumni and the profession.”

The Master of Accountancy at Palm Beach Atlantic is an accelerated program that fulfills the graduate credit hours required for the CPA while providing excellent CPA exam preparation and superior career preparation. Most students can earn the 30 credit degree in 12 to 18 months attending evening classes.

As the program’s signature sponsor, Templeton & Company will be involved in identifying students for internships and participate in recruiting graduates to fill positions in the firm. The second floor conference room in the Rinker School of Business on the Palm Beach Atlantic campus will be named “The Templeton & Company Conference Room,” in addition to other recognition.

Founded in 1990, Templeton & Company, LLP is a professional services firm providing comprehensive business solutions to help its clients discover and realize their vision for success. Located in Fort Lauderdale, West Palm Beach, and Wellington, Florida, the firm provides consulting services to businesses in multiple industries with a focus on audit, tax, technology, accounting, succession strategy, and business valuations. Templeton & Company is also an independent member of the BDO Alliance USA, a national network of leading CPA firms. For more information about Templeton, its people, services, experience, and alliances, visit www.templetonco.com.

For more information on the Master of Accountancy program, call West Palm Beach Graduate Admissions at (561) 803-2122 or visit http://www.pba.edu/macc