People & firms on the move: Maner Costerisan names first director of marketing

GEORGIA

Mark Koziel (pictured) will become president and CEO of Allinial Global following the retirement of current chief Terry Snyder in August, and marking a transition from his current role as executive vice president of firm services at the American Institute of CPAs. (Read the full story.)

John McElderry was admitted as a partner at Hancock Askew & Co., Atlanta, which he joined as a principal in January 2019 through a merger of McElderry & Associates.

ILLINOIS

Sergio de la Fe

Sergio de la Fe (pictured) was appointed national industry leader at RSM, Chicago, where he will also now serve as national enterprise accounts leader.

Grant Thornton, Chicago, named new office managing partners and principals in 14 offices. The firm appointed Mark Sullivan to office managing principal in Chicago; and to office managing partner: Jason Perry in Atlanta; Doreen Griffith in Dallas; Mike Desmond in Charlotte, N.C.; Barbara Koosa Ryan in Columbia, S.C.; Bryan Merrigan in Metropark, N.J.; Brett Beightol in Orange County, Calif.; David Gifford in Phoenix; Adam Steinmetz in San Diego; Rimma Tabakh in San Francisco; Amanda McCarty in San Jose, Calif.; Seth Siegel in Miami and Ft. Lauderdale; and Dan Powers in Seattle.

MichaelSilver, Skokie, was recently named one of the Best Places to Work in Illinois 2020, an awards program promoted by The Daily Herald Business Ledger in partnership with the Illinois Chamber of Commerce, MRA-The Management Association, the Small Business Advocacy Council, and Best Companies Group.

MICHIGAN

Julie Ross

Matthew Dae Smith

Maner Costerisan, Lansing, announced several new hires: Julie Ross (pictured) as the firm’s first director of marketing; Michael Nordmann to head a new division, Maner Wealth, as principal and chief wealth officer; David Henson as a business development manager; Gina Vermeersch as an associate in the tax department; Tessah Sperry, Trevor Polewka, Kyle Feguer, Brendan Baker, Matthew Bainor and Victoria Argyle as associates in the audit department; Abagail Miller as an associate in the accounting and outsourced department; and Emily Harris as director of association solutions in the association management services division.

Yeo & Yeo, Saginaw, joined PrimeGlobal as a member firm of the international association.

Clayton & McKervey, Southfield, announced three new service offerings related to loan forgiveness compliance and consulting with the Paycheck Protection Program. The three levels of review offered are: loan tracking, forgiveness calculator and forgiveness review.

MISSOURI

Jerry Henderson was appointed regional manager or national advisory services at BKD, Springfield, effective June 1. He succeeds Mike Burlew, who will retire May 31. Henderson currently serves as managing partner for transaction advisory services and on BKD’s governing board. In other firm news, BKD announced that, as of June 1, its national manufacturing & distribution group will change its name to BKD National Commercial Services Group, reflecting the firm’s efforts to better serve clients’ needs with more capabilities and a broader range of services to industries outside the traditional M&D industry.

NEW YORK

Lisë Stewart

EisnerAmper, New York, launched the Center for Individual and Organizational Performance, led by Lisë Stewart, principal-in-charge. The center works with business leaders using methodologies based on the principles of business psychology, neuroscience, and strategic HR and business practices. The center focuses on six service areas: strategic HR consulting, leadership development and executive coaching professional assessment center, family business excellence, board development, and conflict resolution and relational mediation.

Paul Deonarine was hired as a partner in the accounting services practice at Grassi, Jericho.

Berdon, New York, launched “Berdon’s Kids Corner” in lieu of the traditional Bring Your Child to Work Day, meant to take place as the world is in quarantine. The goal of Kids Corner, scheduled for every Friday, is to entertain and educate attendees, get to know the Berdon family’s youngest members, and provide them and their parents with quality time together during working hours. Each week a partner or department head will lead parents and children in storytime or an arts and crafts lesson.

KPMG, New York, announced a new solution offering for midsized companies to enhance performance, Performance on Demand for Finance. The platform is built to unify processes, tech platforms and application support in one SaaS service. (Read the full story.)

VIRGINIA

The Virginia Society of CPAs, Richmond, announced its officers and board of directors for the 2020-21 fiscal year. The VSCPA named Henry Davis of Virginia Commonwealth University in Richmond as the new chair of the board and Anne Hagen of the Masonic Home of Virginia in Henrico as the new chair-elect. Named as vice chairs are: George Forsythe of WellsColeman in Richmond; Nammy Lee of University of Virginia in Falls Church; Jennifer Lehman of Hantzmon Wiebel LLP in Charlottesville; and Gabriele Lingenfelter of Christopher Newport University in Newport News. The society’s at-large board members include George Crowell of Harris, Hardy & Johnstone in Richmond; Hope Cupit of SERCAP in Roanoke; Melisa Galasso of Galasso Learning Solutions in Charlotte, N.C.; Daniel Hudgens of Deloitte & Touche LLP in Richmond; LaToya Jordan, auditor of public accounts in Richmond; Jason Navon of Rossen Landscape in Sterling; John Reynolds of Block.one LLC in Blacksburg; Neena Shukla of PBMares, LLP in Fairfax; Charles Valadez of TechnoServe Inc. in Arlington; and Christine Williamson of CohnReznick LLP in Tysons.