CalCPA has presented Patricia Cochran, CPA, with its Distinguished Service Award. Cochran served as president of the CalCPA Education Foundation from 2007 to 2008. In 2009, she retired as chief financial officer of Vision Service Plan, Rancho Cordova.
Jared Duncan has been promoted to senior staff accountant in the tax services department by Sponsel CPA Group.
Roderick Winters was honored with the Victor Z. Brink Award for Distinguished Service during the Institute of Internal Auditors 73rd International Conference in London. Andrew Chambers picked up the Bradford Cadmus Memorial Award for his contributions to the global profession. Chambers is a recognized authority on corporate governance and is founder and general editor of the peer-reviewed journal, Blackwell’s International Journal of Auditing.
Grants Management Systems Inc., a provider of nonprofit accounting and financial management/reporting and revolving loan servicing software, has appointed Deann Hasbrouck to the company’s board of directors. Before joining GMS, Hasbrouck was the fiscal officer at Headwaters Regional Development Commission in Bemidji, MN where she used the GMS Nonprofit Accounting and Financial Management/Reporting System for over 4-years. Eddie Heppes, a member at the regional CPA and advisory firm DeLeon & Stang, has earned his license as a CPA. Heppes became a DeLeon & Stang team member in 2009 and specializes in audit and employee benefit services for nonprofits as well as commercial industries. He graduated from the University of Maryland and Robert H. Smith School of Business, where he received his Bachelor of Science in Accounting. Lydia Samonds has joined the HeimLantz team. Samonds earned a Certificate in Financial Accounting from Anne Arundel Community College, having previously studied at the University of Maryland, Baltimore County, earning a Bachelor of Arts in Mathematics.
Howard Rosen has been elected to serve as World Chairman of the global association BKR International. Rosen is president of Conner Ash P.C., a member firm since 2003, based in St. Louis.
Ben Ellingson has moved up to partner at the Mankato office of Eide Bailly LLP.
Patricia Hennelly has joined CohnReznick as a director in CohnReznick Advisory Group. She has more than 20 years of financial and operational experience within the healthcare and life sciences industries and is well qualified to provide revenue, expense, and strategic planning services in these areas. Hennelly will lend her expertise in the areas of forensic accounting, financial operations, mergers and acquisitions, and bankruptcy and restructuring
Samantha Southall was recently promoted from senior manager to director at Freed Maxick CPAs PC in Batavia, NY. Southall joined Freed Maxick in 2004 after spending five years at a Big Four firm. Lisa Osofsky, a partner in charge within the client services practice of WeiserMazars LLP, was named to the firm's executive committee. Osofsky has served as a tax partner for the past 17 years. She specializes in assisting with income taxation, estate and gift strategies, and collaborative wealth planning. As head of the Private Client Services group, Osofsky manages a unique practice offering coordinated and integrated tax, accounting, and financial planning services to the firm’s clients. Marc Minker, managing director at CBIZ MHM and Leader of the National Private Client Services practice, received SmartCEO’s Service Area Award. CBIZ was also named a finalist in the following categories: Accountant of the Year went to Marc Minker, while Accounting Rising Star awards went to Michael Sacco, Kelly Cunningham and Brian Ryniker. Kenneth Mortensen has joined PwC US’s Risk Assurance practice as a managing director specializing in data protection and privacy. Grant Thornton LLP has named Greg Westfall the Metro New York Cluster’s assistant managing principal for Industries and Markets. He succeeds Nichole Jordan, who was recently named national managing partner of markets, clients and industries for the firm.
Bryan Bishop will serve as a tax partner in PwC’s Charlotte office. Bishop is currently on a two-year international tour of duty in London. Todd Eldredge was admitted as an assurance partner in the firm’s Greensboro office. Dominic Henriques was admitted as an assurance partner in PwC's financial services risk assurance practice in Charlotte and Jim Holloway was admitted as an advisory principal.
Michael Dembitsky was admitted as an advisory principal based in PwC’s Columbia, office. Chris Clem has joined SuggsJohnson LLC, Anderson, as senior manager at the firm’s tax team.
Mack Lawhon, CPA and chairman of Weaver, received the 2013-14 Meritorious Service Award, given by the Texas Society of Certified Public Accountants.
Glenn Bunting has joined Moss Adams as director in the firm’s health care consulting practice. Bunting is a 20-plus-year veteran in the health care finance industry and specializes in appeal services.
Rachael Gibson and Tom LaSalvia have joined Raffa PC as part of the consulting firm’s growing Nonprofit Sustainability, Search and Succession practice. Gibson most recently served as the president/CEO of Mosaica, a nationally known consulting organization focused on capacity building and program evaluation for nonprofits, foundations, and government entities. She brings more than a decade of management consulting experience related to strategic planning, leadership development, board development, fundraising, and program evaluation. LaSalvia will serve as a senior consultant on the Nonprofit Sustainability, Succession and Transition Planning team. Prior to joining Raffa, LaSalvia was the manager of consulting and executive transitions at Third Sector New England, where he led their organizational transition and executive search practice. Karen Schuler has been appointed to managing director at BDO Consulting in the Washington, D.C. office. Schuler has 20 years of experience working with organizations and their counsel on litigation and complex investigations, advising clients on computer forensics and e-discovery, as well as governance, risk management and compliance programs that enhance their ability to respond to future matters in an efficient and cost-effective manner.
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