NATP returns to in-person education events; BerryDunn, Whitley Penn and Crowe announce large slate of promotions; and more CPA news.
On the move: Bober Markey Fedorovich elects new partner
July 2, 2021 11:42 AM
ARIZONA
CALIFORNIA
Tony Klaich was named managing partner of markets and industries at Crowe, San Francisco.
COLORADO
Nadine Pietrowski was named managing partner of the cannabis services group at Crowe, Denver.
CONNECTICUT
The Financial Accounting Standards Board, Norwalk, appointed two new members to the Emerging Issues Task Force: Jack Ciesielski, founder, R.G. Associates, and Brandon Coleman, partner—national office accounting & reporting services, Deloitte.
FLORIDA
Joe Magyar was named managing partner of the retail dealership services group at Crowe, Tampa.
GEORGIA
PrimeGlobal, Duluth, reported a combined annual firm revenue of U.S. $3.5 billion, increasing revenue 20% in 2020-21. The firm also launched its new global Strategy 2025 this year,
ILLINOIS
John Epperson was named managing partner of the financial services group and Scott Spencer was named managing partner of the manufacturing and distribution services group at Crowe, Chicago.
INDIANA
Crowe promoted: Gary Fox to corporate development leader; Michele Sullivan to managing partner in the insurance services group; Herschel Frierson to principal in consulting and strategic client solutions leader; Adam Lawrence to managing partner of the food and commodities services group; Mindy Herman to managing principal of the life sciences services group; Tony Barnes to managing principal of the metals services group; and Clayton Mitchell to managing principal of the fintech services group.
The Indiana CPA Society, Indianapolis, announced its directors for 2021-22. On the executive committee, chair: Barry Hall, partner, Kruggel Lawton CPAs; chair-elect: Diane Sturek, senior lecturer, Kelley School of Business; vice chair: Jeremy Gallion, assurance partner, EY, vice chair: Carrie Minnich, director, DWD CPAs & Advisors; vice chair: Lisa Tressler, partner, RBSK Partners. As directors: E. ZeNai Brooks, corporate responsibility & foundation controller, Cummins; Jacob Buehler, member, Dauby O'Connor & Zaleski; Douglas Fahrnow, principal, Somerset CPAs and Advisors; Trevor Gregory, senior manager, PwC; Matthew Howard, president, Polycor West; Melanie King, CFO, The Hagerman Group; Corbin Miller, auditing & accounting partner, Insight Accounting Group; Kyle Simmerman, managing partner, BGBC Partners. And as public members: Mandy Parris, executive director, JPMorgan Chase Bank; and Ron Pelletier, founder and chief customer officer, Pondurance.
The Indiana CPA Society, Indianapolis, announced its directors for 2021-22. On the executive committee, chair: Barry Hall, partner, Kruggel Lawton CPAs; chair-elect: Diane Sturek, senior lecturer, Kelley School of Business; vice chair: Jeremy Gallion, assurance partner, EY, vice chair: Carrie Minnich, director, DWD CPAs & Advisors; vice chair: Lisa Tressler, partner, RBSK Partners. As directors: E. ZeNai Brooks, corporate responsibility & foundation controller, Cummins; Jacob Buehler, member, Dauby O'Connor & Zaleski; Douglas Fahrnow, principal, Somerset CPAs and Advisors; Trevor Gregory, senior manager, PwC; Matthew Howard, president, Polycor West; Melanie King, CFO, The Hagerman Group; Corbin Miller, auditing & accounting partner, Insight Accounting Group; Kyle Simmerman, managing partner, BGBC Partners. And as public members: Mandy Parris, executive director, JPMorgan Chase Bank; and Ron Pelletier, founder and chief customer officer, Pondurance.
KENTUCKY
The Association of Accounting Marketing, Lexington, appointed six members to its board of directors: Greg Cole, chief marketing officer at BKD CPAs & Advisors; Cheryl Foster, director of practice growth at Brown Smith Wallace (effective Aug. 1, Brown Smith Wallace will join Armanino and Cheryl will assume the role of director, demand generation—industry); Jessica Hekmatjah, chief marketing officer at BPM; Laura Metz, marketing & communications manager at Moore North America; Randy Mowat, partner, SVP marketing at MNP; and Chris O’Day, director of marketing at ALL CPAs.
MAINE
BerryDunn, Portland, announced several promotions and appointments. On the leadership team, the firm announced: Renee Bishop, chief operating officer of tax, assurance and advisory; Colleen Oakley, chief sales and marketing officer; Robert Moore, chief administrative officer; and Chad Snow, chief operating officer of consulting. The firm also elected Kathy Parker to a three-year term on the board, replacing Tim Masse, who is completing his second three-year term, the limit for consecutive terms. BerryDunn named Todd Desjardins to quality assurance principal, and also named to principal: Danielle Ewing, Nicolle Field, Ryan Gough, Brandon Milton, Emily Parker and Kevin Price. The firm also named, as new practice group leaders: Bill Brown, government assurance; Tammy Brunetti, health care audit; Ed Daranyi, Medicaid; Jim Highland, health analytics; Julie Keim, general group; Charlie Leadbetter, state government; Tammy Michaud, not-for-profit audit; Rob Smalley, financial services audit; and Chad Snow, local government. Finally, the firm named the new training room facility in the Portland headquarters office as the John M. Chandler Learning & Development Center, in recognition of Chandler’s 22 years of leadership as the firm’s managing principal/CEO.
MARYLAND
Paul Previti was promoted to supervisor, Michael McCartney to senior associate, and Hannah Bumbaugh to senior human resources associate, at SEK CPAs & Advisors, Hagerstown.
MASSACHUSETTS
MISSOURI
William Koch was hired as a staff accountant at KPM CPAs & Advisors, Springfield.
NEW HAMPSHIRE
NEW JERSEY
Stephen McNally was appointed chair of the global board of directors for the Institute of Management Accountants, Montvale, for its 2022 fiscal year.
NEW YORK
EisnerAmper, New York, announced that its FAS group won the Turnaround Atlas Award in the category of Health Care Restructuring Deal of the Year from the Global M&A Network, recognizing the firm’s contributions to the Bellwether Behavioral Health Group restructuring.
Wojeski & Co., Albany, joined Russell Bedford as a member firm of the global network.
BKR International, New York, appointed four new board members to the Americas regional board: Alicia Brockland, managing partner, Conner Ash, St. Louis; Clarence Kehoe, partner, Anchin, Block & Anchin, New York City; Francisco Perdomo, managing partner, PSV & Co., San Juan, Puerto Rico; and Charlotte Tay, managing partner, Lindquist, von Husen and Joyce, San Francisco.
Wojeski & Co., Albany, joined Russell Bedford as a member firm of the global network.
BKR International, New York, appointed four new board members to the Americas regional board: Alicia Brockland, managing partner, Conner Ash, St. Louis; Clarence Kehoe, partner, Anchin, Block & Anchin, New York City; Francisco Perdomo, managing partner, PSV & Co., San Juan, Puerto Rico; and Charlotte Tay, managing partner, Lindquist, von Husen and Joyce, San Francisco.
NORTH CAROLINA
Lisa Sawicki, partner at PwC US, Charlotte, was elected to chair the firm’s Global Governance Board.
OHIO
William Watts was named managing principal of the consumer markets services group at Crowe, Columbus.
Clark Schaefer Hackett promoted, in the Columbus office: Brian Mosier to shareholder and Natosha Dilley to senior manager; in the Cincinnati office: Brittany Bischoff, Eric Linneman and Justin Vanderglas to senior manager; in Miami Valley: Randy Smith to chief information officer, and Cody Cain and David Rich to senior manager.
PENNSYLVANIA
Colleen Hall was named managing principal of the health care services group at Crowe, Pittsburgh.
Victoria Fiorino was promoted to tax manager at SEK CPAs & Advisors, Hanover.
Victoria Fiorino was promoted to tax manager at SEK CPAs & Advisors, Hanover.
TEXAS
Shane Miller, WPWealth partner at Whitley Penn, Fort Worth, was named to the 2021 Fort Worth Business Press’s 40 Under Forty list. In other firm news, Whitley Penn announced more than 80 firm promotions. The full list is available
VIRGINIA
The Virginia Society of CPAs, Richmond, launched a new, enhanced career center offering job postings, résumé review services, and other career and talent management resources.
WEST VIRGINIA
Emily Signorelli, a director in the Charleston office of Brown Edwards, was named an honoree of the 2021 Class of Generation Next: 40 under 40 by the State Journal.
WISCONSIN
The National Association of Tax Professionals, Appleton, announced upcoming in-person education events this fall, including its annual two-day Tax Forum & Expo event in Las Vegas (Sept. 21-22); Atlantic City (Sept. 28-29); and Orlando (Oct. 20-21).
