Heather McGee, a senior manager at Vicenti, Lloyd & Stutzman LLP, was elected second vice president of the Community College Internal Auditors Board. David Downing has joined the financial software company, BlackLine Systems, as the chief marketing officer. Prior to BlackLine, Downing was the CMO of cloud Enterprise Resource Planning leader NetSuite. In this new role, he will be responsible for driving BlackLine’s global marketing strategy as the company seeks to capitalize on the growing worldwide demand for solutions that drive greater efficiency, financial governance and risk management across the spectrum of financial operations.
FAF Board of Trustees added Neria Douglass and Richard Larkin to its Governmental Accounting Standards Advisory Council.
Kathy Schultz, a director at Belfint, Lyons & Shuman PA, has earned her certification of Accredited Estate Planner by the National Association of Estate Planners & Councils.
Matt Wilgus has joined BrightLine CPAs & Associates Inc as practice director and will lead the company's security testing and assessment practice. Wilgus will have the responsibility for expanding BrightLine's existing technical offerings while developing emerging compliance solutions.
Michelle Brooks has joined Moore Colson, Atlanta, as a senior associate in the firm’s corporate accounting practice.
Becky Goldy has joined Blue & Co. as a human resource manager. Will DeClercq , Preston Theiss and Austin Fisher joined as staff accountants, while Corey Lawson joined as the firm’s receptionist.
Bruce Gold, a principal at Abrams Little-Gill Loberfeld PC, has been appointed as a member of the board of directors of the Massachusetts Society of Certified Public Accountants for 2014-2015.
MaryPat Davitz, manager of business services for Mueller Prost, is now a member of PKF North America’s Employee Benefit Plan Community of Practice. As a member of this community (CoP), Davitz will participate in PKF NA’s time-honored tradition of bringing together members with similar interests, where they share best practices, insights, and resources to be world-class advisors in their industry specialty.
The AICPA has honored CPAs Vern Hoven and Sharon Kreider with the 2014 Sidney Kess Award for Excellence in Continuing Education at its Conference on Tax Strategies for the High-Income Individual in Las Vegas.
Executive Women of New Jersey honored Ellen McSherry, COO of the New Jersey Society of Certified Public Accountants, at its “Salute to the Policy Makers” 2014 Awards Dinner.
ACG New York elected Todd Kinney, who is the National Relationship Director of BDO US A LLP's private equity practice, as executive vice president. ACG also elected Ted Chasinoff, managing director at CBIZ MHM, LLC, as treasurer. ... Mary Carroll Ford has joined WeiserMazars LLP as a principal in the Health Care Group. In her previous position as the senior vice president and chief information officer at Lakeland Regional Health System in Lakeland Florida, Ford was at the forefront of implementing significant changes in governance structure, project management, security, and enterprise architecture. Charles Aikman, tax manager at WTP Advisors, has been named a “Wunderkind’ by 914 Inc Magazine, a publication of Westchester Magazine. Andrew Jassin, founder and managing director of Jassin Consulting Group, was honored at the Big Brothers Big Sisters of New York City, 17th Annual Accountants and Bankers Reception on May 14th at The Harmonie Club. Laust Helmig, who is a member of the Institute of Internal Auditors in the New York chapter, is the winner of the 2014 Glenn E. Sumners Student Highest Achievement Award. David Gette has joined Marks Paneth LLP as a tax partner. Rick D'Avino has joined PwC as a managing director with the US tax practice. D’Avino will support key clients globally, helping with tax policy and sharing insights and best practices from his extensive experience in the corporate tax world. Prior to joining PwC, D’Avino spent 22 years at The General Electric Company, most recently as Vice President and Senior Tax Counsel. While at GE, D’Avino also served on the Boards of Directors of GE Capital Corporation and GE Capital Services. Rishi Agarwal has joined the firm as a principal in the firm’s Human Resource Services practice focused on Workforce Analytics. Prior to joining PwC US, Agarwal spent over 15 years with Deloitte and IBM, most recently serving as the national leader of Deloitte's Workforce Reporting & Analytics transformation practice. Greg Mansur has joined as a principal in the firm’s Human Resources Services practice. Mansur has more than 23 years of experience in the area of health and welfare benefits. Prior to joining PwC US, he served as a national leader in the Health and Group Benefits practice at Towers Watson. Sian Rayson has joined PwC US as a principal in the firm’s Tax Projects Delivery Group. Most recently, Rayson was a principal at KPMG and led its US National Research Credit practice within Financial Services. Before this, Rayson led the Financial Services Research Credit Practice in the UK for EY after a number of years of Research Credit experience in the U.S. Peter Baum has joined O’Connor Davies LLP the firm as a tax partner. Baum has more than 30 years of industry experience working with multinational firms, high net-worth individuals and privately held companies and will lead the firm’s International tax and tax accounting practices. John Belpedio has joined WTP Advisors to lead its national fixed asset practice and advise clients on issues surrounding federal tax depreciation. He is a cost segregation expert who spent the last 20 years in public accounting, of which the last 10 years were spent as the practice leader of fixed Assets in the New York metro region.
Jonathan Kraftchick, a senior manager at Cherry Bekaert, has received the 2014 NCACPA 5.0 Discussion Leader Award from the North Carolina Association for Certified Public Accountants. Kraftchick was selected for the honor due to his outstanding professional education presentations at NCACAP seminars. Scott Linch, partner-in-charge of Dixon Hughes Goodman’s national Private Equity and Transaction Advisory Services, was named a winner for the Service Provider Category during the M&A Advisor 40 Under 40 Recognition Awards ceremony.
Reginald Novak, of Macedonia, Ohio, has been awarded the globally-preferred Certified Fraud Examiner credential. ... Dave Brockman, managing partner and co-founder of Brockman, Coats, Gedelian & Co, has been honored with the distinction of Small Business Advocate of the Year’ award.
John Forni has joined Smart Devine as a managing director in its business advisory consulting practice. Forni will focus on expanding Smart Devine’s domestic and international tax, financial services industry, restructuring and transaction advisory services, specifically in the Greater New York and Mid-Atlantic markets. Rich Everhart, Ed Kollar and Theresa Racek have been appointed as principals at ParenteBeard. Everhart provides business advisory, financial reporting, tax planning and tax compliance services to privately held businesses and individuals. A certified public accountant in Pennsylvania, he holds his bachelor’s degree from the University of Pittsburgh at Johnstown and a master’s degree from Pennsylvania State University. Adam Poutasse was named partner at Savran Benson LLP. He has been with the firm since September 2009. Poutasse specializes in tax consulting and compliance for real estate professionals, high net worth individuals and families, and individuals working overseas. Prior to joining Savran Benson, Poutasse worked at both a boutique tax firm in Ohio and PricewaterhouseCoopers.
Stephanie Roth has joined MiddletonRaines+Zapata LLP as partner. Roth will direct the firm's accounting and advisory team. Before joining MiddletonRaines+Zapata, Roth served as a partner at a local firm. She has also served as a senior tax manager at Gainer Donnelly & Desroches and as a staff accountant at Van Every Moore. Roth received her B.B.A. from the University of New Mexico.
Rob Wheeler has been elected to succeed Dave Katri as president and CEO of Clark Nuber effective October 1, 2014. Wheeler has been with Clark Nuber for 29 years and has been a shareholder for 14 years. During his tenure as a shareholder, he has headed the firm’s tax department, which has grown significantly under his leadership. He has also served on the firm’s Management Board and has been very active in community and professional activities.
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