CalCPA announces the retirement of longtime CEO Loretta Doon, HBK launches a philanthropic initiative and more CPA news.
Albanian Consultancy, Tirana, was named a member firm of global network Russell Bedford International.
Collins Barrow National Cooperative Inc., Waterloo, Ontario, has rebranded its global network of independent chartered accounting firms to Baker Tilly Canada Cooperative.
BeachFleischman and GML CPA, both in Tucson, have partnered to launch virtual firm MOD Ventures, which will serve the outsourced accounting services clients of both firms. (Read the full story.)
The California Society of CPAs announced that CEO Loretta Doon, who also serves as CEO of the CalCPA Education Foundation, will retire in June and will be succeeded by former American Institute of CPAs executive Anthony Pugliese. Doon became CEO in 2006. Pugliese will join the society on May 1 to help with the transition and head up the Education Foundation. (Read the full story.)
The 2019 Mary T. Washington Wylie Internship Preparation Program class.
The Illinois CPA Society, Chicago, announced that more than two dozen minority accounting college students have graduated from its 2019 Mary T. Washington Wylie Internship Preparation Program, three days of training that help young professionals prepare for their first real-world experiences in accounting. (Read the full story.)
Ostrow Reisin Berk & Abrams, Chicago, opened a new wealth advisory subsidiary, ORBA Wealth Advisors, an Independent Registered Investment Advisor. The ORBA Wealth Advisors team is: James Petitpren, executive private wealth advisor and chief investment officer; Luke Schillo, director of planning and portfolios; Alexandra Coquoz, private wealth analyst; Frank Washelesky, chief compliance officer; and investment advisors Steve Lewis and James Pellino.
RSM, Chicago, has joined the Sheltered Harbor alliance partner community in the assurance and advisory capacities. Sheltered Harbor is a nonprofit subsidiary of Financial Services Information Sharing and Analysis Center and the industry standard for protecting and recovering customer account data in the event that a catastrophic event causes critical system failure.
Cray, Kaiser, Chicago, was appointed a member firm of global network Russell Bedford International.
HBK CPAs & Consultants, Youngstown, launched philanthropic initiative HBK Cares, giving employees at each office the opportunity to contribute to programs in their local communities.
Whitley Penn building in Dallas
Courtesy of Whitley Penn
Whitley Penn, Fort Worth, was named to Fort Worth Inc.’s inaugural Fastest Companies in Fort Worth list. It will be recognized at a reception honoring all the companies that made the list.