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ARIZONA

Hattie Mitchell, director of client advisory and accounting services at REDW Advisors & CPAs, Phoenix, was appointed to the Governmental Accounting Standards Advisory Council.

CALIFORNIA

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Justin Betyar
Justin Betyar was elevated to audit partner at Lavine, Lofgren, Morris & Engelberg, San Diego.

Angela Ty was hired as a financial services partner at CohnReznick, San Francisco. 

Keri Gohman, fintech executive, and Dan Wernikoff, software executive, joined the board of directors at Bill, San Jose. 

Rawan Sakatan was hired as a director in audit at Weaver, Pasadena. 

CANADA

Caseware's David Marquis
David Marquis
David Marquis was appointed chief executive officer at Caseware, Toronto. (Read the full story.)

Kelly & Creaghan, Calgary, joined global association BKR International.

CONNECTICUT

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Amanda Bristol
Amanda Bristol was hired as a senior tax manager at CironeFriedberg, Shelton. 

FLORIDA

Stacey Craig was elected shareholder at Saltmarsh, Cleveland & Gund, Orlando. 

GEORGIA

Aprio logo on wall
Aprio, Atlanta, promoted 13 to partner, in tax: Madeleine Batson, wealth management, Gary Bedsole, transaction advisory services, Carl Budenski, international, Stacy Cullen, nonprofit, Chelsea Dorfeld, professional services, Sarah Garcia and Kevin O'Brien, private client services, and Chris Henderson, manufacturing and distribution; in managed services: Emily Cheshire, technology, Jacelyn Ferriell, government contracting; and in audit: Grant Gooding, real estate/affordable housing, Marcus Oglesby, insurance, Casey O'Keefe, technology.   

ILLINOIS

BDO's building in Akron, Ohio
BDO USA, Chicago, announced a cause partnership with Big Brothers Big Sisters of America, marking the firm's first national strategic nonprofit collaboration and beginning a three-year relationship with BBBSA to invest in future generations and enhance youth well-being.

Ryan Spohn, chief financial officer, assumed the additional role of chief operating officer at Sikich, Chicago, where he also serves on the board of managers. 

The Illinois CPA Society and its charitable partner, the CPA Endowment Fund of Illinois, recognized the 13th and largest cohort of its Mary T. Washington Wylie Internship Preparation Program, welcoming 49 scholars to the three-day virtual program, held Jan. 7-9, 2025. The program provides prospective CPAs with resume guidance, interview coaching, and advice on internships, the CPA exam and more. 

INDIANA

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Angie Monahan
Katz, Sapper & Miller, Indianapolis, promoted to partner: Angie Monahan and Amy Zimmer, members of the state and local tax group; Sarah Schenkel, member of the audit and assurance services group; Ali Todd, member of the business advisory and veterinary services groups; and Jacob Weide, member of the business advisory group.

KENTUCKY

The Association for Accounting Marketing, Lexington, appointed three new members to its board of directors: Alex Drost, managing principal, Connection Builders; Sunshine Escolarchua, national senior marketing manager, BDO Canada; and Jeremy Shen, director, chief marketing officer, YHB CPAs & Consultants.

MASSACHUSETTS

KLR, Boston, promoted to partner: Jeff Beckwith in the A&A practice, and Justin Nelson in transaction advisory services. 

NEW HAMPSHIRE

Garrett Kelly was hired as a senior manager at Nathan Wechsler, Concord. 

NEW MEXICO

Dorine Sanchez was appointed principal in the wealth management practice of REDW, Albuquerque, REDW Wealth LLC.

NEW YORK

KPMG logo on wall
The International Auditing and Assurance Standards Board added five new members following their appointments by the Public Interest Oversight Board in November: Nancy Cheng, board chair of Icddr,b; Amaro Gomes, independent consultant and member of the audit committee at Banco Bradesco; Mikiko Ono, director of sustainability disclosure regulation and investor & stakeholder engagement at Recruit Holdings Co.; and Xiaoyue Sun, partner with BDO China and a member of the Auditing Standards Board of China. The IAASB also announced two members were reappointed by the PIOB for terms that also began Jan. 1, 2025: William Edge, chair of the Auditing and Assurance Standards Board for Australia from 2021 to 2023, and the chair of Financial Reporting Council in Australia from 2016 to 2020; and Neil Morris, global head of assurance and ESG methodology at KPMG. Additionally, IAASB vice-chair Josephine Jackson was reappointed as vice-chair for a final year of service.

The International Ethics Standards Board for Accountants added two new members following their appointments by the PIOB in November 2024: Nancy Miller, managing director in risk management - audit and independence, KPMG; and Obichukwu Nwazota, managing consultant, UGN Consulting Services Ltd. The IESBA also appointed Channa Wijesinghe as the board's vice chair, and reappointed Mark Babington, Christelle Martin and Rich Huesken to the board.

Grassi, New York, joined international association PrimeGlobal. 

KPMG announced it is sponsoring the annual Historically Black College and University Showcase Jan. 18 at The Armory in New York for the third consecutive year, an event that brings together track and field programs from HBCUs across the country.

EY released its 2024 EY Nature Risk Barometer report, which provides insights into nature-related corporate disclosures against Taskforce on Nature-related Financial Disclosures recommendations.

Deloitte launched its Q4 2024 CFO Signals survey, which provides a detailed view of CFOs' perspectives on the economy and their most pressing concerns.

OHIO

Laura Hay OSCPA
Laura Hay
Laura Hay, CPA, executive vice president of the Ohio Society of CPAs, was appointed the new CEO and president, succeeding Scott Wiley. (Read the full story.) Additionally, Hay announced the creation of a new leadership team for the OSCPA: Tiffany Crosby was promoted to senior vice president; Lori Brown was promoted to vice president of talent pipeline and advancement; Gregory Saul was appointed vice president of government relations; and Amber Epling-Skinner was hired as vice president of external affairs. 

Rea, New Philadelphia, launched a new brand identity, with a new look and tagline, "Let's Build Together."

PENNSYLVANIA

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David Reichman
David Reichman was promoted to partner at Isdaner & Co., Bala  Cynwyd.

Boyer & Ritter, Camp Hill, hired two new associates: Keefer Neidig, who began interning with the firm in 2023; and Ellyn Gomulka. 

Brown Plus, Camp Hill, received the 2025 Financial Services Excellence Award, recognizing financial service providers across the nation for their greatness in social responsibility, sustainability and customer service, through Newsweek's 2025 Excellence Index.

POLAND

Taxenbach, Warsaw, joined global association BKR International. 

TENNESSEE

PYA, Knoxville, announced a new international tax service line to be led by Joe Engel, who joins the firm as tax principal. 

UNITED KINGDOM

Matthew Howell was appointed the new chief executive officer at Nexia, London. 

WASHINGTON, D.C.

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Paul Munter
Paul Munter, chief accountant at the Securities and Exchange Commission, announced he plans to retire from federal service, effective Jan. 24. (Read the full story.) Additionally, the SEC announced Jessica Wachter, chief economist and director of the division of economic and risk analysis, will depart the agency on Jan. 17.

Dave Libbares was hired as an audit partner in the Metro D.C. office at Forvis Mazars. 

The Internal Revenue Service appointed 18 new members to the IRS Advisory Council. (Read the full story.)

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Danielle Lee
Editor-in-Chief
Danielle Lee, editor-in-chief of Employee Benefit News, was most recently managing editor of Accounting Today, and previously served as technology... Read full bio
Practice management Career moves IRS SEC Associations
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