On the move: HCVT hired CAS co-leader

June 6, 2025 11:35 AM

Grant Thornton names new CFO; CTCPA installs board of directors; and more news from across the profession.

ARIZONA

The Association for Accounting Marketing Hall of Fame celebrated the 35th anniversary of the annual AAM Summit in Phoenix May 12-14.

CALIFORNIA

Janet Shepard

Janet Shepard was hired as a business management partner and co-leader of the client accounting services practice at HCVT, Irvine.

CANADA

CPA Canada and FP Canada, Toronto, signed a new memorandum of understanding to enhance collaboration between the accounting and financial planning professions, offering professional accountants who are part of CPA Canada opportunities to enhance their credentials, along with improved access to FP Canada courses and conferences.

CONNECTICUT

Mary Manfredi

The Connecticut Society of CPAs elected and installed its board of directors for the 2025-26 year: chair Mary Manfredi, manager of finance at General Dynamics Electric Boat; chair-elect Muhammad Malloy, tax manager at CohnReznick; treasurer Amber Moore, partner at Goldblatt Bokoff; secretary Katherine Patnaude, partner at PKF O'Connor Davies; advisory council chair Eliot Bassin, partner, tax & advisory services, at Fiondella, Milone & LaSaracina; and members-at-large: Kariann McDougall, partner of the firm tax practice at EY; Michael Sabol, partner at MahoneySabol; Jennifer Schempp, partner at Beers, Hamerman, Cohen & Burger; and Rachel Tressy, executive vice president and chief auditor at Voya Financial.

ILLINOIS

Rick Surett was named the new chief financial officer at Grant Thornton, Chicago, succeeding Muhammad Bhayat, who is retiring after more than 20 years at the firm.

BDO USA, Chicago, was named a 2025 honoree of The Civic 50 by Points of Light, recognizing the most community-minded companies in the United States based on an annual survey.

MICHIGAN

Kristy Short, author and former partner at Rootworks, announced today the release of her new book, "Civil Warrior," about anxiety, depression and burnout in today's workplace.

MINNESOTA

Dyanne Ross-Hanson

BGM, Bloomington, launched a new succession and exit planning service line and hired Dyanne Ross-Hanson to lead it.

Forvis Mazars opened a new office in Minneapolis, to be spearheaded by audit director Tyler Aldridge.

MISSOURI

Tony Spratte was named the next managing partner of the St. Louis and Decatur, Illinois, practice unit at Forvis Mazars.

NEW JERSEY

John Szczomak

John Szczomak, member of Smolin, Lupin & Co., was elected president of the New Jersey Society of CPAs, Roseland, for the 2025-26 term, replacing June Toth, principal at WilkinGuttenplan, on June 1.

RRBB opened a new office at 2107 Route 34 in Wall, New Jersey, the firm's seventh office.

Henry Mercer was named chief investment officer at Withum Wealth Management, Red Bank.

NEW YORK

Ernst & Young, New York, launched a new practice, EY Studio+, designed to deliver customer experience, product and service innovation, and marketing, sales and service transformation for clients.

TEXAS

Christy Baumann

Christy Baumann, recently named the San Antonio office managing partner at EY, won a Women's Leadership Award from the San Antonio Business Journal.

Brown Graham, Amarillo, is marking its 70th anniversary this year.

UTAH

Tanner, Salt Lake City, launched Tanner Vanguard, a new internal leadership academy designed to empower firm staff with the skills, mindset and confidence to lead.

VIRGINIA

Brown Edwards, Roanoke, admitted as partners: Lisa Reecher in process operations, and Brittany Quinn and Danielle Nikolaisen.

Forvis Mazars appointed: Amy Smith as chief talent officer; Tim York and Fran Russell to the U.S. governing board; John Kmetz and Rob Pruitt to vice chairs of the global network board; and four new national sector leaders: Aprille Bell in infrastructure; Lindsay Conley in consumer and logistics; Jason Myers in real estate; and Bryan Wright in manufacturing.