On the move: KSM names new leaders

April 26, 2024 9:30 AM

Indiana-based Top 100 Firm Katz, Sapper & Miller created five new leadership roles; the Kansas Society of CPAs gave out a number of scholarships; the Financial Accounting Standards Board named three new members of its Small Business Advisory Committee; the Accounting MOVE Project announced a mini summit; and other firm and personnel news from across the profession.

CHILE

Jullian Consultores, Santiago, has joined international accounting firm network MGI Worldwide. The firm has two partners and offers tax, auditing, accounting and labor services. It focuses primarily on investment companies and high-net-worth clients.

CONNECTICUT

Patrick Dorsman/Financial Accounting Foundation

The Financial Accounting Standards Board has appointed three new members to its Small Business Advisory Committee:

Mark Hamel, principal at Assay Research;
Urooj Khan, associate professor at the University of Texas at Austin—McCombs School of Business; and,
Bob Ruckh, a managing director at Alvarez & Marsal.

GEORGIA

The Accounting MOVE Project announced its MOVE Mini Summit, a free virtual event that will be held May 6-10 via CPA Academy and feature sessions on empowering women of color in accounting, the future of work, and lessons from DEI leaders. For more information on the summit, visit CPA Academy, and click here for more information on the MOVE Project.

INDIANA

Erin Eberly

Katz, Sapper & Miller, Indianapolis, recently appointed five people to newly created leadership roles:

Erin Eberly has been named partner-in-charge of tax services;
Jason Patch has been named partner-in-charge of audit services;
Mike North has been named partner-in-charge of advisory services;
Mike Lee has been named partner-in-charge of key industries; and,
Current COO Jamie Ellis has been named partner-in-charge of operations.

KANSAS

Aurora Ortega

The Kansas Society of CPAs announced the most recent recipients of the KSCPA Education Foundation Scholarships:

The Byron Bird Scholarship: Blake Bruno, University of Kansas;
The John J. Killian Scholarship: Antonio Watson, McPherson College;
The Mary Ellen Kirkpatrick Scholarship: Ryan Kramer, Washburn University; and,
The KSCPA Ethnically Diverse Student Scholarship: Aurora Ortega, Kansas State University.

To learn move (and to contribute to future scholarships), visit the society's website.

MARYLAND

Rosen, Sapperstein & Friedlander, Towson, has released "The Family Office Source," by RS&F partner David Rosen and managing partner Jeffrey Rosen. The reference book provides an overview of everything that matters to a family office, including formation, operations, investments, estate planning and more. It is available for download on RS&F's website, and hard copies are available on Amazon.

NEW YORK

LMC, New York City, has been named one of the 2024 Best Companies to Work for in New York, by the New York State Council of the Society for Human Resource Management, together with Best Companies Group, BridgeTower Media and Rochester Business Journal.

The Bonadio Group, Rochester, ranked No. 45 on the 2024 USA Today Best Places to Work list for companies with 500-999 employees.

Karin Ecroyd has joined Forvis in New York as a managing director in its state and local tax practice. She brings 34 years of experience to the firm, including roles in corporate and public accounting.

PENNSYLVANIA

Shane Gastecki

Jen Worley

Shane Gastecki, a senior manager at Schneider Downs & Co., Pittsburgh, has been approved to join the AICPA's Auditing & Attestation Subcommittee, which oversees the Audit and Attestation CORE section of the current Uniform CPA examination. They are responsible for reviewing and approving questions, deciding on section strategy based on professional trends and monitoring question inventory.

TENNESSEE

Lee Ferguson

Lee Ferguson has joined HHM CPAs, Chattanooga, as tax director. He brings more than 17 years of public accounting experience to the firm.

Scott Smith has joined Forvis in Nashville as a managing director in its state and local tax practice. He brings 34 years of experience to the firm.