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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, 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.

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, 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.

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

Experience highlights

David is known for combining his passion for technical topics with a strong commitment to relationship building. He leverages his strengths in leadership, teamwork, decision-making, problem-solving, and auditing to help clients navigate complex challenges and implement practical, effective solutions. David helps clients through a variety of issues, including:

  • Employee benefit audits
  • Forensic accounting
  • Internal control audits and reviews
  • Adoption of new accounting pronouncements
  • Financial statement audit services for mutual holding companies, community banks, and other financial services providers

Presentations and publications

  • 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
  • Maine Society of Certified Public Accountants, Board Member, AICPA Elected Representative, and Former President

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