Rebecca M. Lee, CPA

Rebecca Lee, CPA, CGMA, licensed as a CPA in Alabama and South Carolina, is a Group Practice Leader for Loscalzo Institute, a Kaplan company, and a Principal with Brooke, Freeman & Lee, having offices in Anniston and Birmingham, Alabama. She serves as the assurance, quality control, and compliance principal with responsibilities for the audit practice.

She has served on numerous AICPA and state society committees, including the AICPA Management Consulting Service Professional Practice Subcommittee, Small Business Consulting Practices Subcommittee, Council of the AICPA, and is a past member of the Institute’s MAS Executive Committee and Personal Financial Planning Executive Committee. She has chaired both the Management Advisory Committee and the Personal Financial Planning Committee of the Alabama Society of CPAs. She currently serves on the South Carolina Association of CPAs’ Peer Review Committee and has chaired the Continuing Professional Education Committee. In 2015, Rebecca was included in South Carolina Association of CPA’s Centennial 100 Influential People in Accounting.

Rebecca is a group practice leader for all staff level audit training programs, as well as other accounting and auditing technical courses. She is a frequent speaker at CPA conferences and has lectured extensively in the area of management advisory services at professional meetings and seminars for state societies and the American Institute of CPAs. With more than 30 years of experience in the audit and accounting field, Rebecca has served as a discussion leader, technical reviewer, and author of courses for audit and accounting technical courses. She has served as professor of management accounting in the graduate studies (Master in Public and Private Management) program at Birmingham-Southern College in Birmingham, Alabama.

Rebecca holds a BS degree in accounting from Jacksonville State University, Jacksonville, Alabama, along with a master’s degree in accounting from Birmingham Southern College, Birmingham, Alabama. She is a member of the Alabama Society of CPAs, the South Carolina Association of CPAs, and the AICPA.

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