James M. Dunn, Jr., CPA

Partner

716-856-3300

jdunn@LumsdenCPA.com

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Jim has over 30 years’ experience in public accounting. He is responsible for financial statements, corporate tax returns, and preparation of all required reports as well as the supervision of staff that assist him. He has extensive experience with budgeting, financing arrangements, and implementing accounting policies and procedures for commercial entities including the construction and manufacturing industries. He is an expert in self-insurance trust funds, providing specialized forensic accounting services for more than two dozen funds including those for the New York State Workers’ Compensation Board. In addition, Jim works with private high schools and nonprofit organizations.

EDUCATION

Canisius College, Bachelor of Science, Accounting

PROFESSIONAL

American Institute of Certified Public Accountants
New York State Society of Certified Public Accountants
Construction Financial Management Association

COMMUNITY

Better Business Bureau, Treasurer

FUN FACTS

Jim enjoys exercising at the gym, which he has done with his father every week for the last 35 years. He regularly plays cards with his friends from high school as well. Jim has also been called an Alice Cooper groupie.
 

Upcoming Events

Past Event - Slides Available: 2019 Exempt Organizations Conference

PAST EVENT - SLIDE DECKS AVAILABLE - 2019 Exempt Organizations Conference

View the slide deck from the Lumsden McCormick 25th Annual Exempt Organizations Conference held on November 22, 2019.

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AuditWatch University Level 6

AuditWatch University Level 6

December 01, 2020

AuditWatch University Level 6: Developing the Executive Within develops individuals who consistently interact and manage at the executive level.

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