People on the move: Belfint, Lyons & Shuman admits new shareholder
June 30, 2017 11:32 AM
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Sikich names new nonprofit partner-in-charge; Baker Tilly appoints M&D tax partner; and other recent hires, promotions and personnel news from firms across the country.
CALIFORNIA
René Lacerte, CEO and founder of Bill.com, received the Entrepreneur of the Year 2017 Award in Financial Services in Northern California from EY, for his commitment to innovation and development in his company and community. Selected by an independent panel of judges, Lacerte was presented with the award at a special gala event in San Jose on June 23.
COLORADO
Jeffrey George was appointed director, RGL Forensics, Denver.
CONNECTICUT
Leslie Zoll, principal at BlumShapiro, West Hartford, created nonprofit Family Promise of Central Connecticut with co-founder Kara Russell, Connecticut’s first affiliate of the national organization that uses places of worship to help families with children remain intact and become self-sufficient. Created in 2015, the organization received a $10,000 donation from the Catalyst Fund of the Community Foundation of Greater New Britain in 2016 and in June 2017, they opened a Family Promise Day Center at 40 Cornelius Way in New Britain. The Family Promise Day Center enables participant families to spend the day looking for housing and employment, while having a stable address for resume and school registration. It currently includes 11 host congregations of all denominations, 7 supporting congregations, more than 100 volunteers and an additional 350 trained people.
DELAWARE
Anne Mary Kluska was named shareholder and director of Belfint, Lyons & Shuman, Wilmington. Kluska specializes in the consultation, preparation and review of financial statements and tax returns for a variety of small businesses.
IDAHO
Bill and Amy Dempsey, formerly of Riche, Dempsey & Associates, have joined CliftonLarsonAllen, Boise, along with Desiree Berg, Kellie Flory and Anna Rydman.
ILLINOIS
Richard Lynch was named partner-in-charge of not-for-profit and higher education practices, Sikich, Springfield. Lynch has more than 15 years of experience providing audit, tax, accounting and consulting services in these industries.
KANSAS
Christina Wyatt was hired as a staff accountant, Lewis, Hooper & Dick, Garden City.
MARYLAND
Kenneth Kelly, former vice president and controller for McCormick and Co., was named chair of the 2017-18 Board of Directors of the Maryland Association of CPAs, Clarksville. Additionally, MACPA’s full slate of directors, also installed at its annual meeting June 26: As vice chair, Samantha Bowling, partner, Garbelman Winslow CPAs; as secretary / treasurer, Ray Speciale, associate professor, Mount St. Mary's University; as immediate past chair, Lisa Cines, director, Radius; Christine Aspell, audit partner, KPMG; Raj Bhaskar, founder and CEO, Hurdlr; Avonette Blanding, chief financial officer, Maritime Applied Physics Corporation; Wallace Boston, American Public Education; Mark Cissell, CEO president, director, KatzAbosch; Robert Jirsa, partner, RSM US; Andrew Page, vice president and corporate controller, Under Armor; and Keith Parker, financial advisor, Morgan Stanley.
MINNESOTA
Lou Rohman, vice president of XBRL, Merrill, St. Paul, was appointed as chairman of the XBRL US Data Quality Committee.
MISSOURI
Anders CPAs + Advisors, St. Louis, announced several employee promotions at the firm meeting June 28: auditors Lesley Larsen, Brian Loose, Sarah Mills, Adam Werner and Kaitlin Woodshank; tax promotions of Rachel Hartnett, Ryan Huff, Jane Maddox, Dan Schindler, Joshua Snyder, Abby Tonkin, Greg Wiszkon, Pam Ditch, Cindy Gray, Scott Brightman, Rebekah Eyre, Savannah Greatting, Miranda Huelsmann and Zach McDowell; marketing promotions for Lindsay Suelmann, Lindsay Beauchamp and Ally Gramlich; Jennifer Sides in human resources; Chasitity Werner of the health care services group; Sheila Askren, Michele Edwards, Renee Meyer and Linda Reibold from the administrative staff; and Scott Iverson and Chris Bettonville of Claris Advisors, an affiliate of Anders, have also been promoted.
Robert Metcalf, partner at MarksNelson, Kansas City, will serve a four-year term as Region 4 governor of the American Society of Appraisers.
Matt Randolph has been hired as a staff accountant and Cassidy Cook has been hired as an administrative assistant at KPM CPAs & Advisors, Springfield.
Robert Metcalf, partner at MarksNelson, Kansas City, will serve a four-year term as Region 4 governor of the American Society of Appraisers.
Matt Randolph has been hired as a staff accountant and Cassidy Cook has been hired as an administrative assistant at KPM CPAs & Advisors, Springfield.
NEW YORK
The New York State Society of CPAs’ Foundation for Accounting Education appointed sour society members to its board of trustees: Steve Mezzio, professor of accounting at Pace University’s Lubin School of Business, as president; Kevin Matz, a trusts and estates partner at Stroock & Stroock & Lavan, as president elect; Denise Stefano, associate professor and the accounting department chair at Mercy College, to serve on the board; and Frank Aquilino, acting associate dean and former chair of the Accounting, Law and Taxation Department at Montclair State University, as a member. All four terms began on June 1, 2017.
Chris Halterman, executive director of advisory services at EY, New York, was given a Special Recognition Award from the American Institute of CPAs for his work on AICPA Assurance Services Executive Committee, contributions to ASEC’s Trust Information Integrity Task Force, and leadership of ASEC’s Cybersecurity Working Group.
Chris Halterman, executive director of advisory services at EY, New York, was given a Special Recognition Award from the American Institute of CPAs for his work on AICPA Assurance Services Executive Committee, contributions to ASEC’s Trust Information Integrity Task Force, and leadership of ASEC’s Cybersecurity Working Group.
PENNSYLVANIA
Senahid Zahirovic and Jaclyn Davidson, supervisors, and Zachary Boyd, senior associate, Boyer & Ritter CPAs and Consultants, Camp Hill, graduated from three Central Pennsylvania community leadership programs, respectively: Leadership Harrisburg, Leadership Franklin County and Leadership Centre County.
SOUTH CAROLINA
Kim Hearn Johnson was hired as senior accountant in tax and advisory services, Scott and Co., Columbia.
TEXAS
Candus Hinderer, CPA, was appointed senior director, disputes and investigations practice, Alvarez & Marsal, Houston.
TENNESSEE
Carlye Dooley, tax principal at Windham Brannon, was accepted as a member of nationwide association Nonprofit CPAs Alliance, Nashville.
WISCONSIN
Rob Kane, with more than 25 years of experience, was named tax partner, manufacturing and distribution, Baker Tilly Virchow Krause, Madison.
