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David Stone, CPA, MBA, CFE

Senior Manager | Berry, Dunn, McNeil & Parker, LLC

David Stone is a Senior Manager in BerryDunn’s Financial Services Practice, where he delivers expert accounting and audit services to broker-dealers, mutual holding companies, community banks, investment funds, employee benefit plans, and other financial services providers. His work includes financial statement and internal control audits and advising clients on internal controls testing, regulatory compliance, and related matters.

As a Certified Fraud Examiner, David plays a key role in the firm's forensic accounting engagements, contributing to the investigation, detection, and prevention of suspected fraudulent activity.

A recipient of the AICPA’s Elijah Watt Sells Award and a graduate of the AICPA Leadership Academy, David exemplifies excellence in both technical proficiency and professional development. David was also named to the Forbes 2026 list of America’s Best-In-State CPAs.

Attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.

David Stone is a Senior Manager in BerryDunn’s Financial Services Practice, where he delivers expert accounting and audit services to broker-dealers, mutual holding companies, community banks, investment funds, employee benefit plans, and other financial services providers. His work includes financial statement and internal control audits and advising clients on internal controls testing, regulatory compliance, and related matters.

As a Certified Fraud Examiner, David plays a key role in the firm's forensic accounting engagements, contributing to the investigation, detection, and prevention of suspected fraudulent activity.

A recipient of the AICPA’s Elijah Watt Sells Award and a graduate of the AICPA Leadership Academy, David exemplifies excellence in both technical proficiency and professional development. David was also named to the Forbes 2026 list of America’s Best-In-State CPAs.

Attest services are provided by BDMP Assurance, LLP, a licensed CPA firm.

Experience highlights

David combines deep technical expertise with a strong commitment to building trusted client relationships. He is known for helping organizations navigate complex accounting, auditing, regulatory, and operational challenges by delivering practical solutions tailored to their unique needs. David leverages his strengths in leadership, collaboration, critical thinking, and problem-solving to help clients address evolving business and compliance requirements while maintaining a focus on quality, efficiency, and risk management.

David works with clients across a broad range of industries, with particular expertise serving financial institutions, broker-dealers, investment funds, employee benefit plans, and other regulated entities. He assists clients with:

  • Financial statement audits for community banks, credit unions, mutual holding companies, broker-dealers, investment funds, and other financial services organizations
  • Employee benefit plan audits, including defined contribution, defined benefit, ESOP, and health and welfare plans
  • Internal control assessments, audits, and process improvement initiatives
  • Adoption and implementation of new accounting standards and regulatory requirements
  • Risk assessment, governance, and compliance matters
  • Financial reporting and disclosure requirements, including SEC reporting
  • Forensic accounting and investigative engagements
  • Accounting and auditing considerations related to mergers, acquisitions, and organizational changes
  • Emerging technology and AI governance considerations affecting financial reporting and assurance functions

Presentations and publications

  • The Future of Finance: How AI and Tech Can Transform Finance, FMS East Coast Regional Conference, 2026
  • Banking on Vigilance: Modern Fraud Trends and Prevention Strategies for Financial Institutions, Northern New England CFO Conference, 2026
  • Credit Crunch to Recovery: Mastering Credit Risk, Loan Workouts, and OREO Accounting, FMS East Coast Regional Conference, 2025
  • Seasoning CECL: Industry Insights from Validation, Benchmarks, and Governance, FMS Forum Annual Conference, 2024
  • Current Fraud Trends in the Banking Industry, New Hampshire Bankers Association Fraud/Risk Committee

Articles

Memberships and committees

  • American Institute of Certified Public Accountants
  • Association of Certified Fraud Examiners
  • New England Society of Certified Public Accountants (NECPAs), Board Member, AICPA Elected Representative, and Former President of the Maine Society of Certified Public Accountants (which merged into NECPAs)

Community service

United Way of Greater Portland, Loaned Executive

Conferences and tradeshows

Podcasts

Speaking engagements

Videos

Webinars

Insights

Articles

Podcasts

Press Releases

Resources

Education

BS, summa cum laude, Accounting and Economics, University of Southern Maine

MBA, Accounting, Thomas College

Certifications

  • CPA
  • MBA
  • CFE

"Changing auditors can be a challenging process; however, the BerryDunn team made the process much easier to navigate. They were responsive, collaborative, and transparent as we worked together to meet our regulatory filing deadline."

- Richie Yeates and Mike Prendergast, President and Chief Compliance Officer, APA Securities, LLC

Testimonial
Responsive, collaborative, and transparent

BerryDunn Senior Manager David Stone joins Journal of Accountancy® host, Neil Amato, to discuss his recent Forensic and Valuation Services (FVS) Eye on Fraud report, “Banking on Vigilance: Modern Fraud Trends and Prevention Strategies for Financial Institutions.” The report focuses on modern fraud trends and practical prevention strategies for financial institutions. 

Additional highlights:  

  • The evolution of bank fraud from the earliest recorded case 

  • An overview of both occupational (insider fraud) and external fraud 

  • What makes dormant accounts targets 

  • Check fraud, AI, and emerging threats like deepfakes, ransomware, and quantum computing 

Listen in for David’s fresh perspective, expert insights, and strategic guidance for financial institutions.  

Podcast
Ancient Greece to AI: The past and future of bank fraud