Galasso Learning Solutions specializes in creating and delivering custom training courses for the CPA profession. 

Continuing Professional Education courses with GLS are designed to promote genuine learning and drive improved outcomes within the profession.

THE MISSION

At GLS, we understand that the pace of change in the profession makes it hard for professionals with full-time client service roles to stay up to date with all the changes in regulations, standards, and developments impacting the profession.

Our mission is to deliver CPE that is practical, timely, and engaging, to help CPAs to grow professionally while focusing on providing the highest quality services to their clients.

We believe that the continuing education that CPAs receive should be impactful and relevant, so using our proven GLS process, we are committed to providing CPE credits to firms and entities like yours that fulfill real educational requirements for growth and excellence — not just for the sake of compliance.

OUR CORE VALUES

We are passionate about continuous learning. 

We share a commitment to excellence and quality.

We provide value through lasting client impact.

We treat our clients as partners in the learning process.

Galasso Learning Solutions is different from other CPE providers

engagements begin with a needs assessment

Our work with clients always begins with an assessment of their CPE needs. This discussion allows us to understand the nature of the work our clients perform within the industry, as well as any areas for improvement uncovered during internal or peer reviews. The findings from the assessment, in turn, allows GLS to customize course materials for a better return on training investment. The needs assessment also establishes the client as a valued and integral collaborator in the learning process, a core value that we hold dear.

an engaging, learner-focused environment

Our course design is based on proven in-person and virtual training techniques and the latest in adult learning methodologies. In 2017, Melisa received her Master Trainer™ designation through the Association for Talent Development. Then in 2020, she earned the Certified Professional in Talent Development (CPTD) designation. The CPTD credentials measure competency in twenty-two areas of expertise related to training delivery, instructional design, technology application, evaluating the impact of training, and talent management.

Up to date and cutting edge contenT

GLS is committed to providing up to date course content and to proactively stay on the cutting edge of proposed and potential future changes to standards. As a member of several committees related to technical accounting and auditing issues, Melisa participates in the standard setting process by researching and commenting on proposals and by monitoring new projects as they are developed. GLS offers a weekly video blog that overviews these proposed changes to allow clients to stay ahead of potential standard changes.

GLS is a National Association of State Boards of Accountancy (NASBA) approved sponsor of both Group Live and Group Internet Based delivery methods, so we can provide flexible options to meet your CPE needs.

ABOUT MELISA GALASSO, CPA, CPTD

Melisa F. Galasso is the founder and CEO of Galasso Learning Solutions LLC. A CPA with nearly 20 years of experience in the accounting profession, Melisa designs and facilitates courses in advanced technical accounting and auditing topics, including not-for-profit and governmental accounting.

Her passion is providing high-quality CPE that is meaningful, creates efficiencies and improves quality, and positively impacts ROI. She also supports essential professional development, audit level training, and train the trainer efforts.

Melisa is a Certified Professional in Talent Development (CPTD) and has earned the Association for Talent Development Master Trainer™ designation. Her passion for instructional design and adult learning techniques is one of the differentiators that set her apart from other CPE providers.

She also serves on the FASB’s Not-for-Profit Advisory Committee (NAC), AICPA Council, and the VSCPA’s Board of Directors. She previously served on the AICPA’s Technical Issues Committee (TIC) and is a past-Chair of the NCACPA’s A&A committee.  In addition, Melisa authors the AICPA’s State and Local Government Guide and serves as a SME for the Center for Plain English Accounting.

Melisa is a 2020 Enterprising Women of the Year Award recipient and was honored as a “40 under 40” by CPA Practice Advisor in 2017, 2018, and 2019. She was also named the 2019 Rising Star by her regional NAWBO chapter, received the Don Farmer award for achievement in technical content instruction, and earned several other awards for public speaking and technical training.

Prior to establishing Galasso Learning Solutions, Melisa worked in public accounting, industry, internal audit, and academia.

She received a Bachelor of Science in Business Administration with a concentration in Accounting and International Business from Georgetown University.

On a personal level, Melisa enjoys traveling, watching her daughter ride her horse, and spending quality time with family. She finds balance through yoga, is an avid reader, and frequents local performing arts shows. Melisa actively supports several causes that empower women.

AWARDS & CERTIFICATIONS

  • Certified Public Accountant, Licensed in Virginia and North Carolina
  • Certified Professional in Talent Development (CPTD)
  • Master Trainer™ Designation, Association for Talent Development
  • 2019 Rising Star Award, National Association of Women Business Owners
  • Don Farmer Award (2016), NCACPA
  • 40 Under 40 (2017, 2018, 2019), CPA Practice Advisor
  • 50 Most Influential Women (2016, 2019), Mecklenburg Times
  • Outstanding Discussion Leader (2016, 2017, 2018), AICPA
  • 5.0 Speaker (2015, 2016, 2017), NCACPA
  • Outstanding Professional Speaker  (2019), NCACPA
  • Enterprising Women of the Year Award (2020)
  • Top 5 Under 35 (2016), VSCPA
  • Top 25 National Instructor (2015, 2016), Becker Professional Education
  • Women to Watch Emerging Leader (2013), NCACPA
  • Super CPA (2007), Virginia Business Magazine

PUBLICATIONS

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MEET OUR OTHER ENGAGING TRAINERS

Melissa Critcher, CPA

Melissa brings over 20 years of experience and expertise in the area of employee benefit plans. She owns a CPA firm specializing in the audit of EBPs and in consulting with CPA firms and plan sponsors.  Melissa has authored several courses on topics including employee benefit plans, internal controls, risk assessments, and SSARS engagements. She has been repeatedly recognized as an outstanding discussion leader for her work with the AICPA, NCACPA, and other organizations.

Melissa has served in various roles with both the NCACPA and AICPA including serving as a member of the NCACPA Board of Directors and A&A Committee, as well as, local chapter positions. For the past six years, Melissa has also served as a volunteer on the AICPA Technical Standards Committee for Employee Benefit Plans which is responsible for evaluating referrals from the Department of Labor for deficient audits and makes recommendation for disciplinary actions.

Before dedicating her time to helping clients make sense of their EBPs, Melissa graduated from Appalachian State University with a bachelor of science degree in Accounting. Throughout the course of her career, she has had the opportunity to work with various size firms supporting clients in manufacturing, professional service, healthcare, and retail industries before settling in the Charlotte area.

 

Jennifer Louis, CPA

Jennifer has been designing, developing, and delivering high-quality, practical, up-to-date, and engaging A&A training for over 25 years.  She has authored courses on a variety of different technical and professional skills related topics and is highly engaging in both live and virtual training formats.  In addition to vast experience teaching a variety of A&A topics, Jennifer also specializes in an array of audit procedure related courses designed to help you execute effective and efficient audits.

Jennifer regularly serve as an audit expert in various capacities for Thomson Reuters, Becker, Surgent, Business Learning Institute, various State Societies, and CPA firms.  Previously Jennifer served as the Director of Audit Product Development at Surgent Professional Education.  Prior to that, she was Executive VP of Training Services at AuditWatch Inc., a training and audit process consulting firm later acquired by Thomson Reuters.  Earlier in her career, Jennifer’s experience included executive and managerial roles in both industry and Big 4 public accounting.  She graduated summa cum laude from Marymount University with a B.B.A. in Accounting.

On a personal level, Jennifer currently reside in Charlotte, NC with her fellow CPA husband and an adorable dog named Frodo Beggins.

Susan Stutzel, CPA

Susan Stutzel adds expertise and experience to the GLS team in the areas of government and nonprofit. In addition to training for GLS, Susan is the founder of S Stutzel, CPA, a firm specializing in nonprofit auditing and consulting. Over the last 19 years, she has worked in both public and private accounting, and in that time discovered her passion lies in serving clients in the nonprofit industry. Her desire to work with nonprofit organizations stems from a desire to be surrounded by equally passionate individuals who want to change the world.

This passion also lead Susan to serve in various volunteer roles including: board member of the Iowa Society of CPA’s, Treasurer of the Tipton School Foundation, Treasurer of Iowa City Hospice, Past Treasurer of Iowa Women’s Foundation, Adjunct Professor at her alma mater Coe College, IACPA’s Career Awareness Committee, Iowa Society of CPA’s Nonprofit Organization’s Committee, and more.

On a personal level, Susan believes in quality work and quality rest. She refuels by spending time with her husband and two children, reading, and working with her local youth group. She finds time to be actively involved in her children’s schools and believes, as C.S. Lewis observed, that “Children are not a distraction from more important work, they are the most important work.”

 

David Peters

David Peters, CPA, CFP, CLU, CPCU, MST, MBA

David Peters is a tax accountant, financial advisor, and professional educator. He has over fifteen years of experience in financial services, including 3 years in the hedge fund industry and six years in the insurance industry. David was the first-ever Chief Financial Officer at Compare.com – a position he held for over three years. He was an Adjunct Professor in Accounting & Finance at Winthrop University in Rock Hill, SC, and is a national CPE Instructor/Discussion Leader for the AICPA, Surgent, and Kaplan. He regularly teaches courses in accounting, finance, insurance, financial planning, and ethics throughout the United States. He holds four master’s degrees and is currently pursuing his PhD in Financial Planning. He contributes regularly to various CPA publications, including NCACPA’s Interim Report, SCACPA’s CPA Report, and VSCPA’s Disclosures. He was also a co-author of the 2018 and 2019 Virginia CPA Ethics course – a required course for all CPA’s licensed in the Commonwealth of Virginia.

Registered Representative of and securities offered through Cetera Advisor Networks, LLC, Member SIPC/FINRA. Advisory services offered through Carroll Financial Associates, Inc., a Registered Investment Advisor. Carroll Financial and Cetera Advisor Networks, LLC are not affiliated.

 

Sam Latimer

Sam Latimer, CPA, CFE

Sam’s experience as an Audit Partner at a regional firm specializing in local government and nonprofit audits, brings real-world experience resolving the types of challenges faced by GLS clients. He is a member of the Government Finance Officers Association, Association of Certified Fraud Examiners (ACFE), and the AICPA’s Governmental Audit Quality Center. Sam loves to teach, both as a training facilitator and in his day-to-day interactions with audit clients.

On a personal note, Sam volunteers his time and leadership skills serving on the board of Junior Achievement.

 

Future-ready CPA firms hire us to provide engaging, quality and custom CPE courses for their teams, and we are excited to serve you in this way.

Ready to see how we can support you?

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