Training
Seminars
The
Casterline
Associates Advisor
Newsletter
FREE
Operating
Fund Subsidy
Evaluation
Consulting
& Accounting
Services
Employee
Directory
Contact
Us
Home
"True Direction
in PHA Accounting
& Financial Management"
Casterline Associates, P.C. is a Certified Public Accounting
and Management Consulting firm that offers a world
of services to the Public Housing Industry.
Employee Directory
Jason
E. Casterline, CPA, President
jason@casterline.net
Qualifications:
Jason is the founder of Casterline Associates P.C.
Jason has over 15 years experience assisting housing authorities on financial
management issues, having consulted for Public Housing Agencies (PHAs)
since 1985. He has personally advised over 150 housing authorities, including
eight of the ten largest PHAs on financial management issues. He has delivered
accounting services, conducted audits, assessed PHA operations, developed
policies and procedures, and provided a variety of other technical assistance
to the subsidized housing industry. Jason has trained over 5,000 PHA and
HUD staff in PHA Financial Management and GAAP, and is the editor of his
own newsletter oriented toward the betterment of PHA accounting and budget
processes. He has been asked to make presentations before the National
Association of Housing and Redevelopment Officials (NAHRO), the Public
Housing Authority Directors Association (PHADA), as well as numerous regional
and state housing associations. Jason is an honors graduate with a B.S.
in Accounting from West Chester University, a Certified Public Accountant
in Pennsylvania and Texas, and is a member of the American Institute of
CPAs and Pennsylvania Institute of CPAs.
PHA clients assisted by Jason Casterline during the last few years (partial
list):
| Allegheny
County HA Atlanta HA Baltimore City HA Brownsville HA Chattanooga HA Chicago HA Cuyahoga Metropolitan HA Detroit Housing Commission FAHRO Fresno County/City HA Harrisburg HA Indianapolis Public Housing Agency Johnstown HA Lexington-Fayette HA Lorain Metropolitan HA Miami Beach HA Moline HA New Orleans HA OHAC Petersburg HA Puerto HA Richmond HA San Antonio HA San Joaquin HA Springfield HA Tallahassee HA Thomasville HA |
Annapolis
HA Austin HA Biloxi HA Camden HA Chesapeake Redevelopment & HA Contra Costa HA Dauphin County HA El Paso City HA Fairfax HA Guam HA Housing Opportunities Commission Inkster Housing Commission Lakeland HA Long Beach HA Manchester Hsg. & Redv. Authority Mississippi Yazoo HA NAHRO Oakland HA PAHRA Pittsburgh HA Reading HA Rockford HA San Bernardino HA South Delta Regional HA St John the Baptist HA Tampa HA Virgin Islands HA |
SENIOR VICE PRESIDENTS
Christina
Falcone, CPA, Senior Vice President
christina@casterline.net
Qualifications:
Christina joined the firm in the mid 1990s to supplement
our PHA and Section 8 financial consulting capability. Prior to joining
Casterline Associates, she was the Chief Financial Officer for a construction
firm. Christina is responsible for some of the firm’s most important
accounting clients, and provides ongoing accounting services and technical
support to large PHAs. She is currently the outsourced senior accounting
manager for the Long Beach Housing Authority, through Casterline Associates,
and has held this position for the last three years. Her most recent assignments
have been geared towards general ledger financial analysis and reporting
to the Real Estate Assessment Center in accordance with Generally Accepted
Accounting Principles. Christina has extensive knowledge of the Section
8 financial reporting requirements and maintains long-term relationships
with several clients. She has developed a Comprehensive Grant Program
tracking and reconciliation system for a large PHA. She has developed
Modernization contract control systems and was published in a major housing
journal regarding enhancing financial management of the Modernization
program. She was intimately involved in the development of a Cost Allocation
Plan for one of the five largest PHAs in the United States. She also has
been deeply involved in the Performance Funding System consulting department
and has assisted in the recovery of PFS dollars for several PHAs. In fact,
she was instrumental in the recovery of over $2 million for a western
Pennsylvania housing authority. In addition, she has published many articles
including such areas as Activity Based Costing and budgeting tools. Christina
is a Certified Public Accountant and an honors (cum laude) graduate of
West Chester University with a Bachelor of Science in Accounting.
PHA
clients assisted by Christina Falcone during few years:
| Alexandria
HA Annapolis HA Borrell Technology Incorporated Calexico HA Camden HA CVR Associates, Inc (New Orleans HA) Decatur HA Fairfax County RHA Gallup HA Houma HA Inkster Housing Commission Lexington HA Miami Beach HA Moline HA Omaha HA Paterson HA Quadel Consulting Corp. Richmond RHA South Delta Regional HA St James HA Suffolk HA Trenton HA |
Allegheny
County HA Biloxi HA B.W. Cooper, RMC Camden HA Chattanooga HA Dauphin County RHA Detroit HA Fort Wayne HA Harrisburg HA Indianapolis HA Lakeland HA Long Beach HA Minot HA Nelrod Company Orlando HA Pittsburgh HA Reading HA Sikeston HA South Gate HA St John HA Tampa HA Williamsport HA |
Michael Petro,
Senior Vice President
mike@casterline.net
Qualifications: Michael has specialized in Public Housing and Section 8 accounting since 1991. He started in the PHA industry as Director of Accounting Operations for a Connecticut PHA. In 1993, he joined Jason Casterline at another firm, where he specialized in PHA financial consulting. In 1995, he helped to found Casterline Associates, where he remained until joining a large and troubled New Jersey PHA as temporary Finance Director for six months. Michael has now rejoined Casterline Associates effective August 1, 1999. Michael has worked with more than 50 PHAs from 200 to 40,000 units, including severely distressed authorities as well as high performers. He has personally trained over 1000 PHA and HUD personnel in the course of delivering 20 workshops in 14 states. Michael has served as transitional controller for several large and small PHAs, and has expertise in implementing and maintaining several PHA software systems including Creative Computer Solutions, Memory Lane and Tenmast. He has turned around the Finance Department for numerous PHAs. Michael has a B.S. in accounting from Central Connecticut State University.
PHA clients assisted by Michael Petro during the last few years:
| Buffalo
Municipal HA Chesapeake Redevelopment & HA Cook County HA CVR Associates Inc Dayton Metro HA Hammond HA Housing Opportunities Commission Inkster Housing Commission Lakeland HA Livonia Housing Commission Lubbock HA Maricopa County HA Nelrod Company Ogden HA Puerto Rico HA Rockford HA San Antonio HA Springfield HA Ventura County HA West Haven HA Westmoreland Cty HA Youngstown Metro HA |
Camden
HA Chicago HA Creative Computer Solutions DC Dept of Public & Assisted Housing Detroit HA Harrisburg HA Indianapolis Public Housing Agcy Jacksonville HA Lexington-Fayette HA Long Beach HA Manchester Hsg & Redv Authority Murray HA North Las Vegas HA Pittsburgh HA Rock Island HA Saint Cloud HA Sarasota HA Troy HA Virgin Islands HA Western PAHRA Whiteside Cty HA |
Richard
Sissick, Senior Vice President
rich@casterline.net
Qualifications:
Richard joined Casterline Associates as a founding member in 1995. He
has over seven years of experience advising PHAs and is widely regarded
as one of the most knowledgeable Operating Fund consultants in the United
States. Recently, he represented a large PHA client on the Negotiated
Rulemaking Committee on the Operating Fund. Richard was the only consultant
on this committee and played an active role in designing the new funding
regulations. Over the course of his career, he has helped our PHA clients
increase their operating subsidy eligibility by more than $30 million.
He is an active member of our training team and has made numerous presentations,
to HUD, RMC, PHA, and private management personnel, on the topics of budgeting,
cost allocation and operating subsidy. Recently, he was invited to serve
as a panelist at the American Bar Association’s forum on mixed finance
development. Richard has also provided technical assistance in negotiating
private / resident management agreements, implementing energy performance
contracts, developing financial workout plans, comprehensive budgeting
models, cost allocation plans and comprehensive assessments of PHA financial
operations. He has worked with PHAs with as few as 200 units and as many
as 60,000 units. Richard is a graduate of LaSalle University with a degree
in Accounting.
Clients assisted by Richard Sissick during the last few years:
| Allegheny
(PA) Co. HA Atlanta (GA) HA Biloxi (MS) HA BW Cooper RMC (LA) Chattanooga (TN) HA Chicago (IL) HA CVR Associates Detroit (MI) Housing Comm. El Paso (TX) City HA Fair Housing Service Center (PA) Fresno (CA) County/City HA Harrisburg (PA) HA HUD / TARC Jo Daviess Co. (IL) HA Lakeland (FL) HA Livonia (MI) Housing Comm. Long Beach (CA) HA Madera (CA) Co. HA Miami Beach (FL) HA New Brunswick (NJ) HA Paterson (NJ) HA Pittsburgh (PA) HA Quadel Consulting Corp. Richmond (VA) HA Roizman Development, Inc. San Joaquin (CA) HA Savannah (GA) HA St. James Parish (LA) HA Stamford (CT) HA Thomasville (NC) HA Williamston (NC) HA |
Alpena
(MI) Housing Comm. Austin (TX) HA Brownsville (TX) HA Camden (NJ) HA Chesapeake (VA) Redev. & HA Corpus Christi (TX) HA Decatur (IL) HA DuBois City (PA) HA Erie (OH) Metro HA Fort Wayne (IN) HA Guam HA Honeywell Corp. Indianapolis (IN) HA Johnstown (PA) HA Las Cruces (NM) HA Local Initiative Support Corp. (LISC) Louisiana Housing Finance Agency Manhattan (KS) HA Minot (ND) HA New Orleans (LA) HA Petersburg (VA) Redev. & HA Puerto Rico (VI) HA Reading (PA) HA Rockford (IL) HA San Antonio (TX) HA Sanford (NC) HA South Delta Regional (MS) HA St. John Parish (LA) HA Tacoma (WA) HA William Guste RMC (LA) Wilmington (NC) HA |
SENIOR
ASSOCIATES
Terry
Coker, CPA – Senior Associate
Qualifications: Terry has 21 years of hands on experience with Financial Reporting, General Ledger, Payroll, Accounts Payable, Accounts Receivable, Fixed Assets, Grants, and Taxation. She is a former CFO for a very large Authority in Texas. In her capacity as CFO, she worked extensively on accounting, budgeting and planning issues related to the Public Housing, Housing Choice Voucher, HOPE VI, and Capital Fund programs. In addition, she worked with tax credits (mixed finance/mixed income development) and a variety of other federal and non-federal assisted housing programs. During her tenure as CFO, an accounting software conversion was successfully completed.
Terry is a recent addition to the firm. The clients she has assisted include:
| Detroit
Housing Commission Inkster Sacramento HRA |
Evansville
HA Petersburg RHA |
Laura
McCauley, Senior Associate
Laura@casterline.net
Qualifications: Laura was the Finance Director of a well-run Central Pennsylvania housing authority before joining Casterline Associates. Prior to working for the Housing Authority she served in the Finance Department of a private sector firm. She has an extensive background in accounting and financial management. Since joining Casterline Associates Laura has assisted our PHA clients in the areas of Accounting, turn-around of financial operations, independent assessments, Housing Choice Voucher program financial analysis, and PHAS Financial Condition confirmatory reviews.
Housing Agencies recently assisted by Laura:
| Alameda
Housing Authority Dekalb GA Housing Authority Sanford Housing Authority Vicksburg MS Housing Authority York Housing Authority |
Bogalusa
Housing Authority Dept of Housing and Urban Development Trenton Housing Authority Williamsport Housing Authority |
John Conway, CPA,
Senior Consultant
John@casterline.net
Qualifications: John is an experienced accounting and systems professional who has spent over twelve (12) years in the Public Housing field. In 1988, John joined Cuyahoga Metropolitan Housing Authority, (CMHA), in Cleveland Ohio as an audit manager. Prior to that, John has spent 3 years with the State Auditor’s Office of Ohio and 4 years with the Big 5 CPA firm, Ernst and Young where he was a Manager in the Computer Auditing division. John has a Bachelor’s degree in Business Administration and a Master’s degree in Accounting and Financial Information Systems.
John was with CMHA for 7 years during which time he held multiple management positions in Audit, Finance and Management Information Systems. During his early tenure at CMHA, John managed the Finance Department for two years during which time the PHA obtained ‘clean’ audit opinions for the first time in over 10 years. John then spent several years managing the Agency-Wide implementation of the Creative Computer Systems, (CCS), software at CMHA.
In 1996, John started his consulting career and went on to assist the Finance Department at the Chicago Housing Authority with their implementation of the next generation of Creative Computer System software. John worked ½ time in Chicago for nearly 3 years and concurrently worked as a contract software trainer for Creative Computer Systems for 2 years and managed an 18-month financial reconstruction project at the New Orleans Housing Authority. Since the fall of 1999, John has been an employee of Casterline Associates where his accounting, financial management, project leadership and computer systems skills are highly valued.
PHA clients assisted by John Conway during the last five years:
|
Connie Hill, CPA, Senior Associate
Qualifications: Connie recently completed the turn-around of a large financially troubled PHA, where she served as the Chief Financial Officer. This Authority was one of the ten largest PHAs and has recently been cited by the HUD-PIH Assistant Secretary as one of the successful turnarounds of a long-standing troubled Public Housing Agency. Connie has extensive experience in accounting and financial management, and previously worked for one of the “big four” accounting firms. She is a Certified Public Accountant.
Connie is a recent addition to the firm. The clients she has assisted include:
| Allegheny
County HA Detroit Housing Commission New Orleans HA |
Champaign
County HA Fulton County HA |
Miguel Morales,
Senior Associate
Qualifications:
Miguel worked for the largest PHA in Florida in the MIS department, including
four years as the MIS Director. He has 12 years of MIS experience. He
is currently an independent consultant who works closely with Casterline
Associates on a variety of projects. His primary focus is implementation
of Information Systems, as well as training and consulting. Miguel has
a BS in Information Systems.
PHA clients recently assisted by Miguel Morales:
| Chattanooga
HA Harrisburg HA Miami Dade HA |
Chicago
HA Houston HA |
Dwayne Tucker,
CPA, Senior Associate
dwayne@casterline.net
Qualifications: Dwayne’s has provided Accounting Services, Audit Services and Consulting Services to a variety of PHAs. He has worked with PHAs of all sizes. Most recently, Dwayne has been engaged in fiscal year end closings for PHAs that have lost their Finance Director. He has also been involved with outsourcing projects and as served as the Assistant Finance Director on an outsource basis for a large New Jersey PHA. Dwayne has approximately 10 years of accounting experience. Prior to joining Casterline Associates he was a financial analyst with a large lending institution. Dwayne is a Certified Public Accountant.
PHA clients recently assisted by Dwayne Tucker:
| Biloxi
HA Corpus Christi HA Detroit Housing Commission Maricopa Co HA Petersburg HA |
Camden
HA Dauphin County HA Harrisburg HA Palatka HA Pittsburgh HA |
ASSOCIATES
Allison Patten,
Consultant
allison@casterline.net
Qualifications:
Allison has provided a wide variety of services
to our PHA clients. Her major area of focus is accounting and financial
reporting. She has assisted in the reconstruction of books, and the turn-around
of financially troubled PHAs. Successful projects have included closing
books and submitting financial statements for a PHA that had not reconciled
its general ledger accounts for a full year. Allison also helps to maintain
books and compile reports for well-managed Housing Agencies. She has assisted
in compiling budgets, developing funding calculations, and maximizing
subsidies for our clients. Most recently, Allison participated in a team
to compile financial assessments for several Authorities participating
in a Capital Fund leveraging bond issue. Allison is integral to developing
Casterline Associates PHA Financial Management (“Nuts and Bolts”
and “Advanced Update”) training materials. She has a BS in
Accounting from Millersville University.
PHA clients recently assisted by Allison Patten:
| Albuquerque
HA Beaver County HA Butler County HA Camden HA City of Shamokin HA Columbiana Metropolitan HA Dauphin County HA Detroit Housing Commission Fayette County HA Fort Meyers HA Gallup HA Gary HA Greenville HA Harrisburg HA Houma HA Inkster HA Jefferson Parish Knoxville’s Community Development Corp Lawrence County HA Lebanon County HA Long Beach HA Lorain Metropolitan HA |
Los
Angeles HA Mercer County HA Mississippi Yazoo Development Corp New Britain HA Northumberland County HA Palatka HA Pasco HA Petersburg HA Pinellas County Richmond Redevel & HA Rockford HA Santa Clara County HA Savannah HA Schuylkill County HA South Delta HA Southgate HA St James HA St John HA Tacoma HA Tampa HA Williamsport HA |
ADMINISTRATIVE
STAFF
Grace Fuentes, Office Manager
grace@casterline.net
Grace
joined the firm in 1998, and since then has been our primary administrative
staff person. She works out of our central office in Valley Forge, Pennsylvania,
and is responsible for coordinating all of the firm’s administrative
efforts including administrative support for our Accounting and Auditing
Services, Consulting Services and Training Seminars divisions.
Jeannette
Casterline, Administrative Assistant
Jeannette@casterline.net
Before joining Casterline Associates,
Jeannette worked in the Planning Department at a large California PHA.
She takes care of all of Casterline Associates’ internal financial
matters including billing, payables, and bookkeeping.
Seminars | Newsletter | Subsidy Evaluation | Consulting & Accounting Services
Employee Directory | Contact Us
Casterline Associates, P.C. ~
Valley Forge Office Colony ~ Suite 230
Davis Road ~ Box 962
Valley Forge, PA 19482-0962
Phone 610-783-6844 ~ Fax 610-783-6845