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CALIFORNIA

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Francesca San Diego
Francesca San Diego was named the new CEO at PBO Advisory Group, San Diego, succeeding founder and former managing director Mike Ford, who has transitioned to the role of president and founder. San Diego has been with the firm since 2015, most recently in the role of chief financial officer, which will now be assumed by Jennifer Rebis.

Kayla Schultz, partner, and Michelle Jackson, manager, at CohnReznick, were recognized by the San Diego Business Journal as Women of Influence in Accounting & Finance for 2024.

ILLINOIS

The living room in Grant Thornton's Chicago headquarters
Grant Thornton, Chicago, named two new independent members to its Audit Quality Advisory Council: Kurt Schacht, executive director of the CFA Institute Systemic Risk Council in Washington, D.C., and Helen Munter, co-founder and CEO at ADIGEO Consulting. Additionally, the firm deployed Grant Thornton CompliAI, which utilizes generative artificial intelligence and was developed using Microsoft technology, including Microsoft Azure OpenAI Service.

Crowe, Chicago, issued its 2023 Transparency Report, available here, covering the firm's diversity, equity and inclusion initiatives and progress. 

MISSOURI

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Skyler Whitworth
Skyler Whitworth was hired as a financial associate at KPM Wealth Advisors, the wealth management practice of KPM CPAs & Advisors, Springfield. 

NEW HAMPSHIRE

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Nathan Bulluck
Nathan Bulluck, associate at Nathan Wechsler, Concord, attained dual CPA and CVA certifications. 

NEW YORK

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Ryan Coleman
Ryan Coleman was hired as a partner in tax provisions and research and development at Weaver, New York. 

Rob Meiner was hired as a tax partner in the registered funds group at Cohen & Co., New York.

Bowers CPAs & Advisors will be relocating to a new office in Rochester at 200 Meridian Centre Blvd., Rochester, NY 14618, Suite 130. 

NORTH CAROLINA

Jon Howard was promoted to partner at Williams Overman Pierce, Raleigh. 

OHIO

Bober Markey Fedorovich, Akron, won the Best of Accounting Award for providing superior service to its clients for the fourth consecutive year.

PENNSYLVANIA

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John Swanick
John Swanick was hired as a senior director and Joe Hayes as a managing director in the insurance practice at Centri Business Consulting, Philadelphia. 

Brown Plus hired, in the Camp Hill office: Lori Muri as an outsourced accounting associate; Alexis Petrides as an audit associate; Canyon Zeigler as a tax associate following his tenure as an intern; and in the Frederick, Maryland, office: Gwen Jeffers as an administrative assistant. 

Schneider Downs, Pittsburgh, launched SD Digital, an update of its technology and data service practice that will include solutions and services in data analytics, digital modernization, intelligent automation, Microsoft Dynamic ERP solutions and custom development.

Barsz Gowie Amon & Fultz, Media, launched season two of its leadership podcast, "Follow Our Lead with Alaina Kearney," with their first guest former ambassador to the Kingdom of Norway and the 77th secretary of the United States Navy, Kenneth Braithwaite.

TENNESSEE

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Christina Edwards
Christina Edwards was named shareholder in the audit division at LBMC, Chattanooga. 

Shannon Sumner, chief compliance officer and managing principal of the Nashville office at PYA, received a Nashville Business Journal 2024 Women of Influence Award in the Top Executive category.

WALES

Kudos International, Swansea, announced it recruited 15 new firms to its network. 

WASHINGTON, D.C.

The Public Company Accounting Oversight Board announced the 2024 members of its two advisory groups: the Investor Advisory Group and the Standards and Emerging Issues Advisory Group. To the IAG, the PCAOB appointed: James Andrus, Mary Bersot, Denise Dickins, Jonathan Grabel, Kenneth Goldman, Tracy Sophia Harris, Paul O'Brien, Sanford Rich, Gina Sanchez and Lynn Turner. The PCAOB appointed to the SEIAG: Christine Davine, David Fabricant, Colleen Theresa Honigsberg, James Hunt, Jennifer Joe, Carole McNees, Steven Morrison, Dane Mott, Christian James Peo, Shivaram Rajgopal, Kecia Williams Smith and Lynn Turner.            
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Christina Edwards
Rachel Pauletti was hired as a director and leader of the higher education consulting practice at Forvis. 

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Danielle Lee
Managing Editor
Danielle Lee, managing editor of Accounting Today, previously served as technology editor of Accounting Today and editor-in-chief of... Read full bio
Practice management Career moves Career advancement PCAOB
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