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The CPA Endowment Fund of Illinois announces board of directors; Grassi & Co. adds cybersecurity practice; and more personnel and CPA news.


SD Mayer & Associates, San Francisco, will hold a series of financial planning workshops providing an overview of best practices for financial and retirement planning on May 3 in Menlo Park and May 17 in San Francisco. More information is available here.


Elizabeth Ann Garti was hired as the vice president of human resources at the Financial Accounting Foundation, Norwalk. Garti, who has more than 25 years of global human resources experience, will head FAF’s efforts to attract and retain top talent to the organization, including the Financial Accounting Standards Board, the Governmental Accounting Standards Board, while providing support to the FAF trustees as they identify and appoint members to the FAF board and the standard-setting boards.

BlumShapiro, West Hartford, will be the founding platinum sponsor of the American Manufacturing Hall of Fame Annual Induction Ceremony for the fifth consecutive year. The 2018 induction ceremony takes place October 9 at the Trumbull Marriott, 180 Hawley Lane, Trumbull, at 5:30 p.m.


The CPA Endowment Fund of Illinois, Chicago, announced its board of directors, to serve April 1, 2018 to March 31, 2019. The 2018-19 officers are: president Deborah Rood, CNA Insurance; vice president Sara Mikuta, CPA, Wipfli LLP; secretary Howard Blumstein, BDO USA, LLP; treasurer Kimberley Waite, Marcum LLP; and immediate past president Kenton Klaus, Deloitte LLP. The 2018-19 members of the CPA Endowment Fund board of directors are: Brent Baccus, Terry A. Bishop, Martrice Caldwell, Vilma Chan, Lee Gould, Edward Hannon, Scott Lehman, Elizabeth Murphy, Jason Parish, Floyd Perkins, Daniel Rahill, Kimberly Rice, Elizabeth Sloan, and Connie Watkins. The CPA Endowment Fund of Illinois ex-officio directors are Lisa Hartkopf and Todd M. Shapiro.

Crowe Horwath, Chiacgo, has developed a technology tool to assist companies with preparation and ongoing compliance for the new lease accounting standards that are soon to go into effect. The Crowe Lease Accounting Optimizer solution enables companies to efficiently manage their lease accounting processes while complying with the new standards. In other firm news, Crowe Horwath was named a 2018 leader in the ALM Vanguard of Strategic Risk Management Consulting Providers by ALM Intelligence – consulting division.


Trevor Durbin has joined the technology team at Dean Dorton Allen Ford PLLC, Lexington.


Nexus Business Advisory Ltd., Nairobi, became a member firm of Andersen Global, marking the debut of the international association’s name in Kenya.


Joseph Zarkowski was hired as partner-in-charge of the advisory group and public company audit practice at Prager Metis, Basking Ridge.

Withum, Princeton, released the latest edition of its annual Timeshare Benchmarking Study of 14 years of historical data and more than 100 timeshare resorts, compiled by Withum’s hospitality services team.

Magnuson, McHugh & Co., Princeton, Princeton, was selected to join CPAsNET, a consortium of independent accounting firms that represent more than 100 partners, 300 professional associates and 500 employees.
Grassi & Co


Grassi & Co., New York, has added a new cyber and information security practice, to be spearheaded by Karl Kispert. (Read the full story.)

American International Group and Ernst & Young, New York, announced a new global tax compliance and technology operating agreement involving a combination of managed tax services and the transfer of select AIG employees to EY. Members of AIG’s global tax compliance and tax technology teams were integrated into EY’s tax technology and direct and indirect tax compliance practices at the U.S. federal, state, local and global levels. The five-year agreement was effective as of Feb. 5, 2018.


James Giombetti, Louis Marcoccia and Richard Roupe were hired as consultants at Schneider Downs Meridian, Pittsburgh, a subsidiary of Schneider Downs & Co.

Stephanie Kessler, a partner in the senior living services consulting group at RKL, York, earned the Certified HIPAA Professional designation.


JDR Consulting, Dallas, announced a partnership with Sage Intacct to sell, implement and support the cloud financial management software. (Read the full story.)


Mark Davies & Associates, London, signed a collaboration agreement with Andersen Global to become a member firm of the international association.


Risë Flenner and Jesse Morton were hired as directors at PBMares, Hampton Roads. Flenner works directly with clients in the area of estate planning and Jesse Morton leads the firm’s business and organizational growth initiatives.


Duane DesParte was sworn in as a board member at the Public Company Accounting Oversight Board, in a ceremony at the Securities and Exchange Commission that made him the fifth and final new member to join the board this year.