ARIZONA
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Sean Tanner
Sean Tanner was hired as a principal in the consulting services department at Keegan Linscott & Associates, Tucson.
CALIFORNIA
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Tracy Pham
Tracy Pham (pictured) and Quillyn Brown were promoted to tax manager and Adam Kemp to audit manager at Lavine, Lofgren, Morris & Engelberg, San Diego.
CHILE
HLB Surlatina Chile, Santiago, previously Grant Thornton Chile, became a member firm of HLB International.
GEORGIA
Brandi Samuel was named director of international tax, and Natalie Lewis and Andrea Blanchard were promoted to principals, at Windham Brannon, Atlanta.
ILLINOIS
Janet Malzone was named incoming national managing partner of audit services at Grant Thornton, Chicago, effective Aug. 1, 2021. Malzone will serve on the firm’s senior leadership team when she assumes the role from Jeff Burgess, who is retiring from the firm at the end of the fiscal year, July 31, 2021, after nearly 20 years in leadership roles at Grant Thornton. In other firm news, Jeff Hughes was named national managing partner of audit quality and innovation, effective Nov. 1, 2020, assuming the role from Trent Gazzaway, who will become the global quality leader at Grant Thornton International.
INDIA
S. K Naredi & Co., Kolkata, joined international association INPACT Global.
MARYLAND
MACPA
The Maryland Association of CPAs, Towson, formalized its commitment to a more diverse, equal and inclusive accounting and finance profession by restructuring its 28-year-old Education Foundation to focus more on DEI-related issues. The association also appointed a new 12-person Education Foundation board to oversee the group. The Education Foundation board members are: Kimberly Ellison-Taylor, executive director of finance thought leadership for Oracle, who will chair the board; MACPA president and CEO Tom Hood, who will serve as the board’s secretary/treasurer; Pat Byer, managing partner of CliftonLarsonAllen’s Baltimore office; Avonette Blanding, CFO for Maritime Applied Physics and chair of the MACPA’s board of directors; Sharonne Bonardi, deputy comptroller for the State of Maryland; Samantha Bowling, partner with Garbelman Winslow; Susan Chutka, a managing director with Deloitte; Herb Geary, partner with TGM Group; Jessica McClain, controller for Brand USA; Anoop Mehta, CEO of Science Systems and Applications, Inc.; Nik Tatum, senior director, corporate and global accounting for UnderArmour; and George Willie, managing partner with Bert Smith & Co.
MINNESOTA
CliftonLarsonAllen Wealth Advisors, Minneapolis, was named to Barron’s Top 100 RIA Firms list, at the No. 48 spot.
MISSOURI
BKD building
BKD, Springfield, announced that BKDpulse, a tool that allows users to measure financial information against other health care organizations in the country, has expanded into the post-acute care space.
NEW YORK
Deloitte, New York, was named one of the World’s Best Workplaces for 2020, ranking No. 22 on this year’s list.

EY, New York, announced Chandra Pemmasani, founder and CEO of UWorld, was selected winner of the EY Entrepreneur of the Year Southwest Region Award, presented to entrepreneurs and leaders of high-growth companies from North Texas, Arkansas, Oklahoma, and Wichita, Kansas.

KPMG, New York, announced its new Americas partner class. The full list is available here.

The International Ethics Standards Board for Accountants, New York, announced appointments and reappointments, taking effect Jan. 1, 2021. Caroline Lee from Singapore was appointed deputy chair for 2021. Lee has over 30 years of experience in the public accountancy profession and is a partner at KPMG and Asia Pacific Head of Quality & Risk Management. The four new IESBA board members are: Saadiya Adam, senior professional manager: standards, Independent Regulatory Board for Auditors, South Africa; Vania Borgerth, retired accountant and a PhD candidate in accountancy, Fucape Business School, Brazil; Sung-Nam Kim, non-partner advisor, EY Korea, Korea; and Yaoshu Wu, director of professional standards and technical guidance deptartment, the Chinese Institute of Certified Public Accountants, China. The three current board members continuing their service for a second term are: Brian Friedrich, principal, Friedrich & Friedrich Corp., Canada; Winifred Kiryabwire, associate professor of law, Makerere University, Uganda; Jens Poll, audit committee chair, non-executive/supervisory board member, Germany.

The International Auditing and Accounting Standards Board, New York, announced appointments and reappointments to take effect Jan. 1, 2021. Len Jui was named deputy chair for 2021. Jui, who has served as an IAASB member since 2017, is a partner at KPMG China and serves as the head of public policy and regulatory affairs. The new IAASB board members are: Edo Kienhuis, partner, PwC, the Netherlands, nominated by Forum of Firms; Diane Larsen, deputy to the global quality enablement leader, EY, USA, nominated by Forum of Firms; and Wendy Stevens, partner, national practice leader, quality & risk management, Mazars, USA, nominated by the Association of International Certified Professional Accountants. The reappointed board members are: Chun Wee Chiew, regional head of policy ASEAN ANZ for the Association of Chartered Certified Accountants, Singapore, nominated by ACCA; Kai-Uwe Marten, director of the Institute of Accounting and Auditing at the University of Ulm, Germany, nominated by Institut der Wirtschaftsprüfer and Wirtschaftsprüferkammer in Germany; Fernando Ruiz Monroy, regional assurance risk management partner, EY, Mexico, nominated by Instituto Mexicano de Contadores Públicos, A.C., in Mexico; and Isabelle Tracq-Sengeissen, audit partner, EY, France, nominated by Compagnie Nationale des Commissaires aux Comptes and Conseil Supérieur de l'Ordre des Experts-Comptables in France.
NORTH CAROLINA
DMJ & CO., Greensboro, announced Roberson CPA FIrm, Durham, will become DMJ & Co., effective Nov. 1.
PENNSYLVANIA
RKL, Lancaster, released its 2020 “Year-End Tax Planning Guide,” available here.
TENNESSEE
Amy Snyder was hired as an audit staff at Reynolds, Bone & Griesbeck, Memphis.
TEXAS
Coleman Rowland was hired as the national consulting leader of the national energy and natural resources practice at BKD, Dallas.
UNITED KINGDOM
Morison KSi, London, announced eight new directors on four of its regional boards: Peter Asemah from Pedabo, Lagos, Nigeria joining the KSi Africa board; Afwaz Alkhuzam from Alkhuzam & Co, Kuwait City, Kuwait, and Harsh Bhuta from Bhuta Shah & Co, Mumbai, India, joining the Morison KSi Asia Pacific board. The Morison KSi Europe board welcomes Isabelle Strecker-Hazan from Aplitec, Paris, France; Jonas Derycke from Van Havermaet, Brussels, Belgium and Sachin Ramaiya, from Jeffreys Henry, London, UK. Joining the Morison KSi Latin America Board are Carlos Urbina from Urbina & Asociados, Panama City, Panama and Leonel Villamar from ACOFI - Villamar & Asociados, Guatemala City, Guatemala.
VIETNAM
CPA Vietnam, Hanoi, joined international association INPACT Global.
WASHINGTON, D.C.
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PCAOB member James Kaiser speaking at the AICPA Conference on Current SEC and PCAOB Developments
James Kaiser (pictured) will leave the Public Company Accounting Oversight Board after completing his term as a board member, the Securities and Exchange Commission announced, and will be replaced by chief auditor Megan Zietsman. (Read the full story.)
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