s kerrick mcm

Steven Kerrick

CPA, ABV, MBA, CGMA

Partner, Advisory Services Team Leader

502.882.4454

Steve was previously associated with the international accounting firm of Price Waterhouse. He serves many different industries including emerging businesses, professional service organizations, not-for-profits, restaurants, real estate development, and manufacturing and distribution. Steve has served as chairman of the Kentucky Society of CPAs Committee for Bankers, Lawyers, and Other Users of Financial Statements, and as chairman of the Federal Tax Committee. He has performed various audit, tax, business valuations and consulting services for many different types of entities. Steve leads our Consulting group and is a past member of the firm’s Executive Committee.

Education & certifications
  • University of Louisville-BSC in Accounting
  • University of Louisville–MBA
  • Certified Public Accountant
  • Accredited in Business Valuation
  • Chartered Global Management Accountant
  • Personal Financial Specialist
  • Series 7 and 66 Licenses
Professional & community associations
  • American Institute of Certified Public Accountants
  • Kentucky Society of Certified Public Accountants
  • Chair, Board of Directors, Blackacre Conservancy
  • Chair, Board of Directors, Greater Louisville Regional Board of the CommonwealthFund for Kentucky Educational Television (KET)
  • Board of Directors, Wellspring for Mental Health Recovery
  • Speaker/Guest Lecturer University of Louisville
  • Past Board Member, Kentucky Humane Society, Louisville Forum, Salvation Army
  • Past Board Member, University of Louisville; Alumni Board, Letterwinners Club, College of Business and Public Administration Alumni Board
  • Regional Leadership Coalition Graduate
  • Leadership Louisville Graduate
Lecturer / Instructor
  • AnnualKyCPACommercial Real EstateConference
  • National Federation of Independent Businesses(NFIB)–KyModernization Tax Act
  • Co-Author, Journal of Taxation, March 2009,Choice of Entity for Professional Practice
  • Author of “Save Some Green in 2011 andBeyond”, published nationally by ConstructionExecutive Magazine in August, 2011
  • Annual KCREC Real Estate Taxation Speaker
  • U of L Tax Institute Tax Update
Professional Expertise
  • Awarded 2018 Kightlinger & Gray, LLP Sam Day Professional of the Year ACE Award, 1SI.
  • Awarded 2008 Outstanding Chair, Ky CPA Small Business Committee
  • Earned designation as Certified ValuationAnalyst (CVA)
  • Awarded 2004 Outstanding Chair, Ky CPA FirmDevelopment and Administration Committee
  • Series 7, 66 and Indiana/Kentucky Life Insurance License