CSH also names next CFO; Weaver promotes 16; and more CPA news.
On the move: Clark Schaefer Hackett appoints new COO
June 24, 2022 2:00 PM
FLORIDA
Camille Heckmann, audit senior, and Stephen Helms MacBeth, financial institutions manager, at Saltmarsh, Pensacola, were accepted to the Greater Pensacola Chamber Leadership Pensacola class of 2023.
ILLINOIS
MARYLAND
MASSACHUSETTS
The Massachusetts Society of CPAs, Boston, appointed 19 members to the board of directors for its 2022-23 fiscal year. The board officers are: board chair: Karen McElroy, Deloitte; chair-elect Laura O’Brien, LGA; board vice chair, finance committee chair Laura Felice, BJ's Wholesale Club, Inc.; board vice chair, audit committee chair John Geraci, LGA; board vice chair Carol Ruiz, PwC LLP; immediate past chair Robert Miller, Stone & Co., LLC; and president/CEO Amy Pitter, Massachusetts Society of CPAs. The directors are: Mark Audi, Baker Newman Noyes; Charlotte Cathro, Cathro; Marquis Cooper, Boston Scientific; Lauren Davides, State Street; Matthew Dyment, BDO USA; Rose Jardim, Jardim & Marotta LLC; Adnani Johari, Brighthouse Financial Inc.; Declan Lee, KPMG LLP; Arthur Marshall, EY; Amy Phelan, Tonneson + Co.; Julie Quink, Burkhart, Pizzanelli; and Sandra Richtermeyer, University of Massachusetts Lowell.
NEBRASKA
ConvergenceCoaching, Bellevue, announced the graduates of its spring Transformational Leadership Program: Aaron O'Dell, senior manager, Kreugel Lawton; Ben Cotlar, manager, Weinstein Spira; Ben McKinney, senior manager, Windes; Ben White, senior manager, Brown Edwards; Brad Pauley, tax director, KROST; Chris Zingalli, partner, Janover LLC; Erica Blumberg, audit principal, Andrea & Orendorff; Gianluca Carrabs, partner, Janover LLC; Jenni Bieck, director of technology, Huberty; Jim Reeve, partner, LattaHarris LLP; Kate Serpe, senior manager, Wegner CPAs; Maria Keepers, senior audit manager, Woltman Group; Matthew Gardiner, audit manager, Gardiner + Company CPAs; Melanie Urwiller, manager, Lenhart Mason & Associates; Robert Ingrasci, partner, Lumsden McCormick LLP; Seth Brittenham, senior auditor, Gardiner + Company CPAs; Seth Sailors, director, Katz, Sapper & Miller; Seth Heller, partner, Lilling & Co. LLP; Steven Lyons, senior manager, GRF CPAs & Advisors; Sumit Sharma, director, KROST; Susie Warsal, tax director/co-head of tax, Rosen, Sapperstein & Friedlander LLC; and William Clark, director/senior manager, Brown Edwards.
NEW JERSEY
The New Jersey Society of CPAs, Roseland, announced Michael Polito, retired partner at Deloitte & Touche, as the recipient of the 2022 Lifetime Leader award.
NEW YORK
Elizabeth Coffin was hired as the principal-in-charge of the office of government affairs and public policy at KPMG, New York.
The New York State Society of CPAs bestowed its 2022 Excellence in Financial Journalism Awards. (More information available
The Bonadio Group, Rochester, launched To Be Greater, a campaign supporting the firm’s continued investment in its people by emphasizing the unique attributes of the firm’s culture and commitment to the future.
Grassi, New York, launched its annual benchmarking survey of nonprofit organizations, “2022 Nonprofit Leadership Survey.”
Thomas Gray, CPA, was hired as a partner in the tax and benefits practice group at Troutman Pepper, New York.
BKR International honored a founding member by naming the annual Americas regional scholarship after him, renaming it the BKR Americas Sheldon B. Webster Scholarship Award.
OHIO
PENNSYLVANIA
Surgent Accounting & Financial Education, Radnor, announced Lydia McLuen, a student at Portland State University, as the inaugural recipient of the Paul Wiese Bridge Builder Scholarship Award, recently renamed to honor a Surgent team member who passed away in 2021.
TEXAS
Weaver, Houston, promoted 16 people across five offices to partner. The firm promoted, in Austin, Texas: Jordan Baker in energy compliance services; in Houston: Greg Dean in assurance services, David Nolan and Deanna Warren in tax services, Morgan Page in digital transformation and automation services, and Craig Epstein in international tax services; in Dallas: Blake Fuqua and Mayur Naik in state and local services, Tim Savage in tax services, Brian Teefey in transaction advisory services, Scott Winkler in investment fund audit services, and Trip Hillman in IT advisory services; in Midland, Texas: James Jones and Meredith McKeehan in assurance services; in Fort Worth, Texas: Alexis Kennedy in advisory services; and in Los Angeles: Tigran Hovasapyan in assurance services.
VIRGINIA
The Virginia Society of Public Accountants Educational Foundation selected its college scholarship recipients for the 2022–23 academic year. More information is available here .
