At a glance

Bart McGloin serves as the partner-in-charge of the Firm’s Assurance Services Department.  He specializes in forensic accounting matters including fraud and embezzlement cases, litigation support services, and fraud prevention techniques. He also has substantial experience effectively working with organizations with respect to matters of financial reporting, internal controls and governance.

Bart has prepared and consulted with clients on numerous business interruption insurance cases, representing both the insured and insurance company positions. Among his noteworthy client representation cases, Bart provided expert testimony on behalf of an insurance company in New York State Supreme Court in a matter involving damages in connection with a business insurance claim of a family owned business with multiple locations.

A frequent lecturer on fraud and forensic topics to industry trade groups and educational forums, Bart routinely provides forensic accounting services relating to embezzlement investigations, often resulting in the prosecution and conviction of the perpetrator.  Clients served in this manner include entities from the health care, legal and not for profit industry sectors.

Principal Areas of Expertise

• Fraud investigations
• White collar crime
• Litigation support
• Expert witness testimony
• Fraud prevention techniques
• Turnaround and restructuring
• Lease Standard Implementation & Accounting Services
• Transaction Advisory Services

Industries/Clients Served

• Closely-Held/Family Owned Businesses
• Health Care
• Legal Services
• Not-For-Profit

Designations

• Certified Public Accountant
• Certified Fraud Examiner (CFE)

Professional Affiliations

• Member, American Institute of Certified Public Accountants (AICPA)
• Member, New York State Society of Certified Public Accountants (NYSSCPA)
• Member, Association of Certified Fraud Examiners (ACFE)

Community Service

• Member, Board of Trustees, St. Joseph’s Collegiate Institute (Chair, 2012-2017)
• Former Member, Board of Directors, Greater Niagara Frontier Council, Boy Scouts of America
• Past Chairman of School Board, St. Amelia’s School

Awards & Achievements

• Listed, Who’s Who in Banking and Finance, published by Business First of Buffalo

Education

• B.S. in Accounting from D’Youville College

Speaking Engagements

• Presenter, Navigating the Effects of a Business Dispute or Dissolution (March 2023)
• Presenter, The Anatomy of a Workplace Fraud Case (June 2021)
• Presenter, Strategically Planning for Executive Succession: A conversation about lessons learned from the road, to members of the Northeast Cooperative Council (NECC) at the 70th Annual Meeting & Leadership Forum (February 2020)
• Fraud Update: “A Profile of Fraud and Forensic Investigations” (May 2017)

News & Events

• Table of Experts: Family Owned Business; Buffalo Executives discussed planning for a smooth transition for Family Owned Businesses in Western New York, published in Business First of Buffalo (April 2023)
• Competition for talent drives CPA firms to start early with offers, internships (October 2019)
• Calculating losses not an exact science Buffalo Law Journal (March 2018)
• Bart McGloin Joins Greater Niagara Frontier Council, Boy Scouts of America Board of Directors

Blog Posts

• Can you afford $145K in employee fraud?