People & firms on the move: Armanino achieves B Corp certification

Published March 19, 2021 11:34 AM

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Updated March 19, 2021 12:45 PM

1 Min Read

Citrin Cooperman co-founder Niles Citrin announces his retirement; BKD names a regional managing partner; and more CPA news.

CALIFORNIA

Armanino, San Ramon, was certified as a B Corporation after undergoing the rigorous assessment to ensure it meets the highest standards of verified social and environmental performance, public transparency and legal accountability.

Intuit, Mountain View, partnered with the Congressional Award Foundation to provide students with resources to manage their personal finances. Kicking off the partnership, CAF hosted a webinar on entrepreneurship and financial empowerment featuring Congressman Anthony Gonzalez; Congresswoman Joyce Beatty; Congressman Donald Payne; Donald Remy, COO and chief legal officer of the NCAA; and Sheldon Cummings, chief diversity, equity and inclusion officer and sales leader at Intuit. CAF and Intuit also launched an online financial literacy module designed for students of diverse economic and social backgrounds.

COLORADO

Michael Nouguier was hired as director of cybersecurity services at Eide Bailly, Denver.

CONNECTICUT

Robert Hamilton was appointed to the Governmental Accounting Standards Advisory Council by the board of trustees of the Financial Accounting Foundation, Norwalk. He is the statewide accounting and reporting manager for the State of Oregon.

GEORGIA

Tom Quinn was hired as chief financial officer at Bennett Thrasher, Atlanta.

ILLINOIS

Grant Thornton, Chicago, named Foster Nation as the seventh nonprofit in its Purple Paladins initiative, a program helping nonprofits move from start-up to sustainable by providing funding, business advice and volunteer support. Foster Nation, which launched in 2016 in partnership with The Pritzker Foster Care Initiative and Foster Care Counts, helps former foster youth overcome the challenges associated with “aging out” of the foster-care system.

LIECHTENSTEIN

Actus ag, Triesen, joined international association Andersen Global.

MASSACHUSETTS

Bob Taylor was hired as a managing director on the business services team at Deloitte Tax, Boston.

MISSOURI

Troy Gilstorf was selected to serve as regional managing partner for the east region at BKD CPAs & Advisors, Springfield, effective June 1. Gilstorf succeeds Rob Pruitt, who was recently appointed the firm’s first chief practice officer.

NEW HAMPSHIRE

Renee Beauchemin

Renee Beauchemin was hired as a supervising senior at Nathan Wechsler & Co., Concord.

NEW YORK

Dana Marti

Dana Marti and Jennifer Leelaviwatana, partners in the private client services group of Marks Paneth, New York, were recognized with Gold Awards at the 2021 PowerwomenAwards sponsored by Citywealth, which recognize women in the wealth sector. Marti won Gold in the category USA - Woman of the Year – Professional Services and Leelaviwatana won Gold in the category USA - Woman of the Year Future Leaders – Partner/Director.

Niles Citrin, co-founder at Citrin Cooperman, New York, announced his planned retirement from the firm on June 30. Citrin has worked at the firm alongside co-founder and CEO Joel Cooperman for 40 years.

Jeffrey Smith was appointed vice chairman and U.S. real estate leader at Deloitte, New York. He succeeds Jim Berry, who assumed leadership of the U.S. real estate practice in 2017 and will be retiring from Deloitte after nearly 36 years in May.

CohnReznick, New York, has retained boutique government relations firm MG Housing Strategies to support its work in the affordable housing industry. MG Housing Strategies, led by CohnReznick alumnus Bob Moss and industry veteran David Gasson, will provide education and advocacy to expand federal housing resources. In other firm news, CohnReznick was recognized by the Cybersecurity Maturity Model Certification accreditation body as both a CMMC Third-Party Assessment Organization and a Registered Provider Organization.

Brad Cone was promoted to regional controller at UHY Advisors, Albany.

KPMG, New York, released its first diversity, equity and inclusion report, “Diversity, Equity and Inclusion: 2020 KPMG U.S. Transparency Report.” (Read the full story.)

Julio Gonzalez, CEO of Engineered Tax Services, founded Rockerbox, New York, which assists CPA firms in helping small-business owners take advantage of federal employer-based tax credits. (Read the full story.)

OHIO

GBQ, Columbus, formalized a strategic joint venture with retirement and employee benefit plan provider The Siekmann Company to bring integrated business planning and consulting capabilities to current and prospective clients.

PANAMA

CPA / Tax Chambonett y Asociados, Panama City, joined global network MGI Worldwide.

PENNSYLVANIA

Jed Davis

Jed Davis was hired as a senior consultant at Herbein + Co., Reading, where he will serve the dairy industry client base. In other firm news, Herbein launched an in-depth business leader webinar series, “The Herbein Conversation,” with Phillies CFO John Nickolas joining Herbein senior consultant Mark Caltagirone to discuss the team’s financial operations. More details on the webinar, scheduled for March 24, are available here.

Brown Smith Schultz Sheridan & Fitz, Camp Hill, started a scholarship with the National Association for Black Accountants to creatae a scholarship for black students entering the accounting, finance and business professions. Additionally, the firm is sponsoring a Harrisburg-area minority student to attend the American Institute of CPAs Foundation’s Accounting Scholars Leadership Workshop, which is designed to strengthen students’ professional skills and understanding of the benefits of the CPA designation.

TEXAS

Mike Holmes was named chief marketing officer, Mike Kobs was named vice president of enterprise relationships and business consulting, and Jamila Ramnanan was named vice president of human resources, at Avantax Wealth Management, Dallas.

UTAH

William James, principal and leader of the national pricing team at BKD CPAs & Advisors, Salt Lake City, was elected to the board of directors of World Trade Center Utah.

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