Firms on the move: Rodman CPAs president bikes for charity
November 17, 2017 1:49 PM
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Anders CPAs + Advisors coaches two local startups to competition victory; the AICPA honors a host of forensic and valuation accountants; and more news from CPA offices across the country.
FLORIDA
Kabat, Schertzer, De La Torre, Taraboulos and Co., Miami, announced it will be a prominent sponsor of the three JD Motorsports NASCAR racers participating in the Ford EcoBoost 300 race Nov. 18 at the Homestead-Miami Speedway. (Read the full story .)
FRANCE
Cogesten SFEC, Paris, Northern France and the Burgundy region, has joined Alliott Group as a member firm in the worldwide alliance of accounting, law and consulting firms.
ILLINOIS
Grant Thornton, Chicago, received a perfect score of 100 percent on the 2018 Corporate Equality Index, a national benchmarking survey and report on corporate policies and practices related to lesbian, gay, bisexual, transgender and queer workplace equality, administered by the Human Rights Campaign Foundation. Grant Thornton was one of 609 major U.S. businesses to be recognized with a high score.
INDIANA
Blue & Co., Carmel, announced the winners of the firmwide David Windley Client Service Award, recognizing employees who deliver outstanding service to clients. The winners are: Gavin Fix in Carmel; Cathy Reed in Seymour; Kyle Smith in Indianapolis; Nick Ficklin and Rob Kester in Louisville, Ky.; and Ryan Graham in Lexington, Ky.
LOUISIANA
Postlethwaite & Netterville, Baton Rouge, announced the release of its CyberVeil Security solution, a full suite of cybersecurity and forensic services to help clients identify, protect, monitor and respond to cyber threats.
MASSACHUSETTS
Rodman CPAs president Steve Rodman participated in the Maine AppleCycle bike tour Oct. 14 to raise money for Community Bicycle Center's free afterschool programs for children. Two hundred and fifty cyclists biked the 100-mile tour through four different apple orchards in Southern Maine, raising more than $15,000.
MISSOURI
Anders CPAs + Advisors, St. Louis, helped coach two local startup companies competing in the Southern Illinois University Edwardsville Metro East Startup Challenge to second and third place. In the challenge, which Anders sponsored, 15 MESC semi-finalists worked with a group of business mentors and startup advisors on developing their business plan. Joshua Snyder, Anders tax supervisor, worked with Nicole Grimm of Idea Factory Education Services on her business plan from an accounting and tax perspective. Grimm won the second place prize of $6,000 to help grow her business. Anders tax senior manager Adam Prest worked with mother-daughter team Robyn and Emma Starkey of Harvest Market, which won $4,000 in third place, on accounting tax planning opportunities.
NEVADA
The American Institute of CPAs named Anna Maria Cicirello, senior manager with KPMG’s forensic practice in Toronto, as the Forensic and Litigation Services Volunteer of the Year and Michelle Gallagher, owner and operator of Gallagher Valuation & Forensics and principal at Gallagher, Flintoff & Klein in Lansing, Mich., as the Business Valuation Volunteer of the Year, at the AICPA Forensic and Valuation Services Conference in Las Vegas. Also at the conference, the AICPA announced the 20 young CPAs who received the third annual Forensic and Valuation Services Standing Ovation for significant contributions in their accounting specialty areas and in their communities. The winners are: Howard Berkowitz, Berkeley Research Group, New York; Joshua Downey, SC&H Group, Sparks, Md.; Dan Etherton, Stout Risius Ross, Los Angeles; Bill Fellows, Deloitte, New York; Alexander Gershner, StoneTurn, New York; Jeremy Golnick, RSM US LLP, Dallas; Michael Haugen, HSNO Accountants, Scottsdale, Ariz.; David Hern, Alvarez and Marsal, Suwanee, Ga.; Lynsey Honegger, Davis & Hosfield Consulting LLC, Chicago; Jessica Krushensky, Brinig Taylor Zimmer, Inc., San Diego; Frank Pina, Mercadien, Hamilton, N.J.; B. Steven Purdy, Aronson, LLC, Rockville, Md.; Graham Quast, Edmonton, Alberta; Avi Reichman, Frankel Reichman & Rizzo, Los Angeles; Marylee Robinson, Stout Risius Ross, Baltimore, Md.; Scott Romans, Enderle Besten Dieruf, PLLC, Lexington, Ky.; Megan Thompson, Thompson Accounting, San Jose, Calif.; Ben Towne, Towne Advisory, San Jose, Calif.; Amy Yurish, Veris Consulting, Inc., Reston, Va.; and Sacha Zadmehran, Hemming Morse, San Francisco.
NEW HAMPSHIRE
Nathan Wechsler & Co., Concord, celebrated 60 years of service to the New Hampshire community.
NEW JERSEY
Nisivoccia, Mount Arlington, is hosting its annual not-for-profit seminar, “Are you using all of your resources to attract donors?” at the Meadow Wood Manor of Randolph from 9 a.m. to 12:30 p.m. The three-hour session is for executive directors and board members of nonprofit organizations.
Courtesy of EisnerAmper
NEW YORK
EisnerAmper won Inavero’s Best of Accounting Award for excellence in client service, receiving a net promoter score of 75 from the satisfaction survey tool provider, which measures how likely clients are to actively recommend a firm. EisnerAmper’s score, based on more than 700 responses from its clients, translated to a rating of 4.6 out of 5 stars.
NORTH DAKOTA
Eide Bailly announced the winners of its Resourcefullness Awards, providing $60,000 to nonprofits in four states to honor their creative, sustainable, and impactful revenue generating initiatives. (Read the full story .) In other firm news, the Eide Bailly Alliance, a member-based association of non-competing CPA firms formed by Eide Bailly, added two new CPA firms: Lee Suess in Williston and Wendling Noe Nelson & Johnson in Topeka, Kan.
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OHIO
Rea & Associates, New Philadelphia, honored four employees with 2017 Spotlight Awards for their contributions to community, client service, the public accounting profession and the firm. The firm gave Sharon Cole the Marcia Stutzman Award for Community Service; Laurie Braun received the Richard Rea Award for Service to the Client; Lee Beall received the Chet Stocker Award for Service to the Profession; and JoAnn Edie received the Rea Way Award.
Grants Management Systems, in partnership with the Ohio Association of Community Action Agencies, will be offering a one-day accounting software user training on Jan. 23, 2018, from 8 a.m. to 5 p.m. at the Sheraton on Capitol Square in Columbus.
Grants Management Systems, in partnership with the Ohio Association of Community Action Agencies, will be offering a one-day accounting software user training on Jan. 23, 2018, from 8 a.m. to 5 p.m. at the Sheraton on Capitol Square in Columbus.
SPAIN
Euskaltax, Bilbao, entered a collaboration agreement with Andersen Global to become a member firm of the international association.
TENNESSEE
Thomson Reuters announced the winners of the Customer Superstar Awards at its Synergy users conference in Nashville. The winners are: for the Taxologist Award, recognizing the firm that has mastered the use of cloud technology to optimize tax workflow effectiveness: Friedman & Huey Associates; the Ideas Communities Award, recognizing the individual whose collective Ideas Community suggestion entries received the highest number of votes from practitioner community members over the past 12 months: Dayna Roane, Perry & Roane, PC.; the Innovation Award, recognizing the firm that did the most in the last year to innovate, invigorate and grow their business: Papin CPA, PLLC; the Rookie of the Year Award, recognizing the new, within the last year; Thomson Reuters client that had the most successful implementation of products and is also attending SYNERGY for the first time: Warren Sasser & Associates; the myPay Solutions Partner Award, recognizing the firm that did the most to grow their business through a partnership with myPay Solutions: Robert & Jolie Palmer, Robert Palmer and Associates, LLC; the Excellence in Tax & Accounting Research Workflow Award, recognizing the firm who mastered their tax, accounting or audit research and workflows to produce new levels of firm efficiency and client benefits: Knoble Ingle CPAs.
Also at Synergy, Thomson Reuters announced the winners of its fourth annual Taxologist Awards, recognizing exceptional tax departments and professionals who have added significant value to their organizations by embracing tax technology. For Taxologist of the Year – Corporate Tax Department and Individual Contributor: Marina Zivik, vice president and chief tax officer, Trinseo; Jodi Jones, director of tax accounting and compliance and Elsa Jacobs, senior manager of tax accounting, Asurion; Fiona Gibson, tax systems lead, John Wiley & Sons; Terri Milstead, second VP, corporate accounting and tax, Protective Life Corporation; Deanna Williams, manager of international tax, FedEx Express International. For Taxologist of the Year – Certified Implementer: Joe Habak, senior manager, tax transformation, KPMG. For Taxologist of the Year – Trust Tax Management: Frank Lochinger, vice president, The Northern Trust Company. For New Customer of the Year: Joseph Cobb, tax compliance manager, Synchrony Financial.
Also at Synergy, Thomson Reuters announced the winners of its fourth annual Taxologist Awards, recognizing exceptional tax departments and professionals who have added significant value to their organizations by embracing tax technology. For Taxologist of the Year – Corporate Tax Department and Individual Contributor: Marina Zivik, vice president and chief tax officer, Trinseo; Jodi Jones, director of tax accounting and compliance and Elsa Jacobs, senior manager of tax accounting, Asurion; Fiona Gibson, tax systems lead, John Wiley & Sons; Terri Milstead, second VP, corporate accounting and tax, Protective Life Corporation; Deanna Williams, manager of international tax, FedEx Express International. For Taxologist of the Year – Certified Implementer: Joe Habak, senior manager, tax transformation, KPMG. For Taxologist of the Year – Trust Tax Management: Frank Lochinger, vice president, The Northern Trust Company. For New Customer of the Year: Joseph Cobb, tax compliance manager, Synchrony Financial.
TEXAS
The Texas Society of CPAs announced a three-year strategic plan, TSCPA 2020, focusing on three pillars: professional excellence, advocacy and community and connection.
