On the move: EisnerAmper names ESG director

By Danielle Lee

Published January 7, 2022 11:41 AM

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Updated January 7, 2022 11:59 AM

1 Min Read

Armanino elects a record 24 partners; Windes awards inaugural STEM scholarships at local university; and more CPA news.

ARIZONA

Stacy Thompson

Stacy Thompson, a manager in the consulting services practice at Keegan Linscott & Associates, Tucson, earned the Certified Insolvency and Restructuring Advisor certification.

ARKANSAS

Michael Cole

Michael Cole was hired as chief financial officer at HCJ CPAs & Advisors, Little Rock.

CALIFORNIA

Paul Kangail

Paul Kangail was hired as tax director in the financial services group at EisnerAmper, San Francisco.

Felix Jandoquile and Matt Lundgren were hired as tax managers at Lavine, Lofgren, Morris & Engelberg, San Diego.

Luanna Tang and David Yuan were promoted to partner at Seiler, Redwood City, where they have worked since 2007 and 2006, respectively.

Armanino, San Ramon, elected a record 24 new partners, of which 54% are women; in tax: Surbhi Bordia and Leena Gupta in San Jose, Pamela Huelsman in St. Louis, Bryce Johnson in Dallas, Connie Liu and Matt Petroski in San Ramon, Eugenie Ooi in Los Angeles, and Mike Mansour in Woodland Hills; in consulting: Sharon Bhalaru in Austin, Tom Brunton in Dallas, Sam Kashy in Naperville, John Kogan in San Jose, Matt Megargel in St. Louis, John Stewart in El Segundo; in audit: Emily Conley in St. Louis, Kathy Ferguson in Dallas, Milton Tse in San Jose, and Grace Williams in San Francisco; in risk assurance and advisory: Ryan Goodbary in San Francisco, Bianca Sarrach in St. Louis; in business management: Catherine Catherine and Crystal Do in Los Angeles and Susan Van in Dallas; and Noah Buxton in San Francisco.

Windes, Irvine, announced the Windes Scholars in STEM Education program, supporting Chapman University students. Jesse Smith and Cole Matsueda were named awardees for the program's inaugural year.

CONNECTICUT

The Financial Accounting Standards Board, Norwalk, appointed seven new members to the not-for-profit advisory committee: Brian Conner, partner, Moss Adams; Alex Galeano, senior executive vice president and chief financial officer, Independent Community Bankers of America; Andrea Kantor, senior vice president, group head: not-for-profit banking, BHI; Brian McAllister, professor, University of Colorado—Colorado Springs; JR Miller, executive vice president, chief financial officer, Leukemia & Lymphoma Society; Deana Paradis, chief financial officer, Louisville Collegiate School; and Ksenia Popke, partner, Eide Bailly.

DELAWARE

Stephanie Chapman

Kelli Wilke

Stephanie Chapman was named a shareholder and director in the international services practice group at Belfint, Lyons & Shuman, Wilmington, where she has worked for 12 years.

DOMINICAN REPUBLIC

FHS, Santo Domingo, was named a member firm of INPACT.

FLORIDA

The Florida Institute of CPAs, Orlando, held its second annual Virtual Advocacy Day on Jan. 6, which included a legislative briefing and an interactive CPA lawmaker panel. (Read the full story.)

ILLINOIS

Photo courtesy of RSM US LLP

RSM, Chicago, promoted 87 staff to partner and principal roles.

INDIANA

Adam Schwelnus

Adam Schwelnus was promoted to partner in the client accounting and advisory services group at Kruggel Lawton CPAs, South Bend.

Blue & Co. promoted to director: Gavin Foxin and Annmarie Novotney in audit and accounting in the Carmel office; Maddie Gookins on the Indianapolis Revenue Cycle team in Indianapolis; Ryan Graham in the audit department in Lexington, Kentucky; and Stephen Stringer, who focuses on tax planning and compliance for closely held businesses.

MICHIGAN

Doeren Mayhew elected six new shareholders: Joseph Basilico, leader in the transaction advisory services group, Perry McBride, audit shareholder, Linda Pelczarski, member in the international practice Moore Doeren Mayhew and Nicole Preston, leader in the tax group, all in the Troy office; Stephen LaBarbera, member in the financial institutions group in the Charlotte office; and John Zasada, leader of the nationwide regulatory compliance practice for the financial institutions group.

Marisa Ahrens, Michael Evrard, Jessica Rolfe and Jennifer Tobias were promoted to principal at Yeo & Yeo CPAs & Business Consultants, Saginaw.

MOROCCO

Khalifi Audit & Conseil, Casablanca, joined INPACT as a member firm.

MONTANA

Richard Reisig, CEO at ZurMuehlen & Co., Great Falls, was elected vice chair of the National Association of State Boards of Accountancy’s 2021-22 board of directors.

NEW JERSEY

Members of the New Jersey Society of CPAs, Roseland, visited high schools in the state to inform students about careers in accounting through its CPA Awareness program, designed to connect NJCPA members with students and faculty at high schools to encourage students to enter the accounting field.

NEW YORK

Danielle Barrs

Danielle Barrs was named director of ESG strategic solutions at EisnerAmper, New York.

Berdon, New York, added seven to the partnership: Melissa Abbott in the personal wealth services practice; Nicole Barthelemy in the real estate practice; Joshua Landman and Joseph Most in the tax department; Jigar Shah ad Taylor Ulezalka in the real estate practice; and Elizabeth Zabludoff in the family offices service practice.

PENNSYLVANIA

Thomas Reardon

Thomas Reardon, senior wealth manager at RKL Wealth Management, was named partner, and William Hill was hired as a senior manager in the audit services group, at RKL, Wyomissing.

HBK CPAs & Consultants relocated to a new office in King of Prussia, at 200 N. Warner Road, Suite 210.

TEXAS

Jamie Matte

Jamie Matte was promoted to business advisory director at Pannell Kerr Forster of Texas, Houston.

VIRGINIA

Matthew Dean (left) and Monte Glanzer

Hantzmon Wiebel, Charlottesville, admitted to the partnership: Matthew Dean, who has been with the firm since 2005 and specializes in audit and accounting services for nonprofit organizations and business advisory services; and Monte Glanzer, who joined the firm in 2009 and primary areas of focus include audit and accounting services for nonprofit organizations and manufacturers.

WASHINGTON

Matt Roetcisoender

TIFFANY BROOKS

Matt Roetcisoender was named a partner at VSH CPAs, Bellingham. VSH also announced the retirement of partner Mark Roetcisoender, who began his career nearly 40 years ago and joined VSH in 2015.

WASHINGTON, D.C.

Anthony Thompson was sworn in as a board member of the Public Company Accounting Oversight Board for a term running through Oct. 24, 2022.

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