People & firms on the move: Anderson ZurMuehlen appoints new CEO

By Danielle Lee

October 2, 2020 10:49 AM

Crowe releases survey on 2020 business challenges; Katz, Sapper & Miller names first non-CPA CEO; and more CPA news.

CALIFORNIA

Ken Harvey was hired as a partner in the international tax practice at Armanino, San Jose.

COLORADO

Jason Fellows

Larry Laszlo

Jason Fellows was hired as a partner in the assurance services group at RubinBrown, Denver.

GUYANA

Templar Chambers entered a collaboration agreement with Andersen Global to become a member firm of the international association.

ILLINOIS

Jeff Krull

Jeff Krull (pictured), partner at Baker Tilly, Chicago, was appointed to lead the firm’s cybersecurity services.

The Illinois CPA Society, Chicago, is launching a research project to gain insight into what is driving the decline in individuals pursuing the CPA credential, with a central component being a survey of accounting students and young professionals, which can be found here.

Crowe, Chicago, released a new survey report, “Crowe Business Challenges Survey: Part II,” tracking executive sentiment on the pandemic, the economy, racial injustice and other issues. According to the survey, 68 percent of respondents in the last weeks of July indicated high concern about the pandemic, up from just 51 percent a few weeks earlier, representing a 17-point jump. The report is available here.

INDIANA

Tim Cook

Square Mouth Studios

Tim Cook was named CEO and president of Katz, Sapper & Miller, Indianapolis, succeeding managing partner David Resnick, effective Jan. 1, 2021. Cook has been with the firm for 17 years, running the state and local tax group and KSM Location Advisors, a national site selection and incentives practice. He will be the first non-CPA to lead the firm.

KENTUCKY

Dean Dorton, Lexington, launched a new COVID-19 Health Check Solution to help businesses comply with federal and state reporting requirements as employees return to work.

MASSACHUSETTS

Grassi has acquired Levine, Caufield, Martin & Goldberg, adding three partners — Bruce C. Levine, Sherri L. Martin and S. Bernard Goldberg — and one principal, Thomas M. Kreckler, to Grassi's leadership team, who will continue working out of their Needham office.

MONTANA

Rick Reisig

Rick Reisig (pictured), shareholder at Anderson ZurMuehlen, Great Falls, was named the new CEO, succeeding Don Laine, who served in the role for 10 years and was with the firm for more than 34 years. Reisig has been with the firm since 2011.

NEBRASKA

ConvergenceCoaching, Bellevue, announced the 2019-20 graduating class of its Transformational Leadership Program: Bill Allen, principal, Brisbane Consulting Group, LLC; Katie Brabec, senior team lead II, Bland & Associates, P.C.; Sarah Land, program coordinator, ConvergenceCoaching, LLC; Jordan Chandler, manager, SKDO; Ming Fang, partner, Spott, Lucey & Wall, Inc.; Anne Marie Flynn, partner, Janover LLC; Sarah Hammond, director, Katz, Sapper & Miller; Robert Henn, client service director, Fair, Anderson & Langerman; Cyndi Hintz, COO / assurance shareholder, Huberty; Naveid Jahansouz, manager - IRS defense services, Goldin Peiser & Peiser, LLP; Stephanie Kraus, assurance senior manager, EHTC; Samantha Mansfield, founder, Samantha Mansfield LLC; Jackie Meils, audit & assurance manager, SKDO; Matthew Roetting, senior manager, Munninghoff, Lange & Co.; Brittany Schutter, tax director, Katz, Sapper & Miller; Adam Schwelnus, director, Kruggel, Lawton & Co., LLC; Scott Styck, tax manager, SKDO; Stephen Varner, senior tax manager, Kruggel, Lawton & Co., LLC; Kim Wegner, partner, MBE CPAs; and Mike Young, tax senior manager, EHTC.

NEW JERSEY

The New Jersey Society of CPAs, Roseland, kicked off its annual food drive, now in its 11th year, which benefits the Community FoodBank of New Jersey and will run until Nov. 16. This year includes enhanced virtual donation opportunities due to the COVID-19 pandemic.

NEW YORK

Pamela Cianciotta

Marks Paneth, New York, celebrated four members being named to Crain’s New York’s 2020 Notable Women in Accounting & Consulting list: Pamela Cianciotta (pictured), partner in the commercial business group; Magdalena Czierniawski, partner in the nonprofit, government and health care group; Angela Sadang, principal in the advisory services group; and Xixi Dong, director in the nonprofit, government and health care group.

David Weinstein was hired as a managing director and Southeast leader for the restructuring and dispute resolution practice at CohnReznick, New York.

Anthony Caterino was named senior vice chair and deputy managing partner of EY Americas, covering the EY US firm and the EY Americas geographic area for EY, New York. Caterino joined the firm in 1991 as an intern and has held several client-serving leadership roles over nearly 30 years with the firm. Since 2015, he has served as the Americas financial services organization regional managing partner.

Alisha Jernack, Adam Liebman, Gina Omolon, Marine Rollinger and Ryan Vaughan were named partners at Mazars USA, New York.

EisnerAmper, New York, launched SafeWork, a return-to-work mobile application to keep employees safe as they re-enter the workplace. The app offers capacity management and scheduling capabilities that enable employees to work across offices in a safe, socially distant manner. (Read the full story.)

Prager Metis, New York, created a new affiliate company PM Internal Audit Services, which will provide full-service internal audit and risk management solutions and is led by Joel Dunn.

DSJCPA, Westbury, held a firmwide Top Chef competition following the success of the inaugural DSJCPA Bake Off, which named one staff member Top Chef for his chicken wings dish, along with second and third-place winners.

OHIO

David Toth was hired as a consultant with a focus in marketing and business development at Winding River Consulting, Cleveland.

PENNSYLVANIA

Marybeth Olree

Marybeth Olree was admitted to the partnership at Herbein + Co., Reading, where she has worked since 2012 serving as the firm’s advisor on guidance affecting nonprofit organizations.

TEXAS

Pathway Forensics, a subsidiary of Briggs & Veselka, Houston, was recently voted best in Texas for the 10th straight year by readers of Texas Lawyer magazine.

UNITED KINGDOM

HLB, London, launched the “HLB Cybersecurity Report,” which found that cyber attacks have risen as companies work from home amid the COVID-19 pandemic. The report is available here.