On the move: Forvis appoints nat'l loan review leader

Published March 1, 2024 1:08 PM

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Updated March 5, 2024 2:45 PM

1 Min Read

Crowe collaborates with Intuit QuickBooks; Bonadio Group raises nearly $25,000 through firmwide Big Give campaign; and more news from across the profession.

ALABAMA

Kelly Myers

BMSS, Birmingham, created two new roles: an advisor in residence, Kelly Myers, who is also a tax consultant with Myers Consulting Group in Huntsville; and a scholar in residence, Steve Platau, professor of accounting for the University of Tampa, who advises BMSS leadership on assurance, tax and risk management issues.

GEORGIA

Bennett Thrasher, Atlanta, will be launching a new service, Bennett Thrasher Finance Executive Search, led by John Pope, director of external recruiting.

ILLINOIS

Ryan Lubinski

Ryan Lubinski was appointed partner at MichaelSilver, Deerfield.

Ingrid Boyd was hired as a partner and Yolanda Alvarado as a director on the employee benefits plan audit team at Sikich, Chicago.

Alasdair Trotter was hired as national managing principal of growth advisory within the advisory services practice at Grant Thornton, Chicago, assuming the role from interim leader Scott McGurl, a principal who will continue to provide transaction advisory services to clients.

Mark Quiroz was hired as a managing director focused on tax transformation at Forvis, Chicago.

Crowe, Chicago, announced a collaboration with Intuit QuickBooks on a new Crowe Beacon small business advancement initiative, which will source funding from several financial institutions and sponsors. The pilot initiative is focused on helping Black, Indigenous, people of color, women and veteran-owned small businesses grow, enhance financial maturity and become more capital-ready, giving an initial 1,000 qualifying U.S. small businesses access to the QuickBooks financial technology platform along with accounting and consulting services from Crowe.

INDIANA

Ryan Swope

Ryan Swope was appointed the next national practice leader for loan review at Forvis, Indianapolis, succeeding John Bourquard, who will retire May 31.

KANSAS

Laurie Bizzell

Laurie Bizzell was hired as a tax partner in the insurance tax practice at MarksNelson Advisory, Kansas City.

MISSOURI

Mindy Teeter was hired as the firm controller and Shanna Cass as an accounting assistant at KPM CPAs & Advisors, Springfield.

NEW JERSEY

CLM Advisors, Sewell, made a donation to the Washington Township, New Jersey, Police K-9 Unit that will be used to offset the costs of purchasing additional dogs, highly specialized K-9 academy training, required medical insurance and food.

NEW YORK

The Bonadio Group, Rochester, announced the results of its second annual "The Big Give" fundraising campaign, including nearly $25,000 of donations, 1,250 staff volunteer hours and support to over 50 nonprofit organizations during the campaign, which ran from Oct. 1 through Dec. 31, 2023.

Peter Blumkin and Philip Pasmanik were admitted as partners at Hertz Herson, New York.

Micheal Burch was appointed chief executive officer at BKR International, New York, succeeding Tim Morris, who had been BKR's CEO since 2021. Burch was previously managing partner and chairman of the executive committee of BKR's member firm in Ottawa, Welch LLP, and more recently established The Evolution Hub.

The American Institute of CPAs and the Chartered Institute of Management Accountants announced they have become members of the International Financial Reporting Standards Foundation's Partnership Framework and a contributor to the standard-setting organization's Knowledge Hub, two initiatives designed to raise global awareness about the IFRS Sustainability Disclosure Standards and support implementation.

KPMG, New York, released a new publication, "SEC Cybersecurity Disclosure Rules: Cracking the Code on Materiality and Reporting," exploring how companies can identify triggers for material cybersecurity incidents and considerations for how to strengthen their cybersecurity reporting processes.

TEXAS

Lane Gorman Trubitt, Dallas, was named to the Best Places to Work in Texas 2023 list by Best Companies Group.

UTAH

Platform Accounting Group, Salt Lake City, was selected as the winner of the 2023 Karbon Excellence Award for Practice Excellence.

WASHINGTON

Laura Murphy

Laura Murphy was hired as a senior tax accountant at Account Sense, Kennewick.

WASHINGTON, D.C.

Sulolit Mukherjee and Seth Wilks were hired as executive advisors by the Internal Revenue Service to help its efforts in the cryptocurrency and other digital assets arena.

Send firm and personnel news to Danielle Lee at danielle.lee@arizent.com.

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