People on the move: Crowe Horwath Int'l elects new CEO
September 29, 2017 12:24 PM
<p>
Baker Newman Noyes hires 23 and promotes 19; the NSA installs new executive committee; and other recent hires, promotions and personnel news from firms across the country.
CALIFORNIA
Justin Deitrick was hired as senior vice president of fund accounting at Phoenix American Financial Services, San Rafael.
ILLINOIS
Kephanie Landess was hired as a director in the consulting practice at Baker Tilly Virchow Krause, Chicago.
KENTUCKY
Dawn Cottrell was hired as a full charge bookkeeper at Louis T. Roth & Co., Louisville.
MAINE
Baker Newman Noyes announced 11 promotions and 10 new hires in its Portland office. Ryan Dubois, Sarah Warner, Justin St. John, Sonya Walker and Dylan Moulton were promoted to seniors in the audit practice; Danielle Hansen, Nate Marcet and Kelly Pelletier were promoted to seniors in the tax practice; Josie Hajdysz was promoted to finance manager in the operations department; Kelly Parks was promoted to supervising senior in the tax practice; Dianne Rodrigue was promoted to senior manager in the healthcare consulting practice; Malcolm Barfield, Erin Luce, Meredith Wicks, Andrew Murry and Morena Smith were hired as staff members in the audit practice; Darren Brown was hired as a staff member in the risk and business advisory practice; Nick Smetana was hired as a supervising senior in the tax practice; and Benjamin Staples, Dylan Wetmore and Sarah Wyman were hired as staff members in the tax practice.
MARYLAND
Carter Heim, CEO of HeimLantz CPAs, Annapolis, earned Gazelles International’s executive coaching certification, completing a program of leadership and service obligations to join 234 other coaches who have received certification from the international executive education and coaching association.
MASSACHUSETTS
Mark Minassian was named a tax partner at Rodman CPAs, Waltham, after his firm, Minassian CPA, Concord, merged into Rodman. Minassian will focus primarily on real estate, partnership tax and tax planning for high net worth individuals.
Baker Newman Noyes announced one promotion and three new hires in its Boston office. Ross Harrington was promoted to senior in the audit practice; Molly Rowe and Megan Wittine were hired as staff members in the audit practice; and Doni Stoyanova was hired as a supervising senior in the tax practice.
Baker Newman Noyes announced one promotion and three new hires in its Boston office. Ross Harrington was promoted to senior in the audit practice; Molly Rowe and Megan Wittine were hired as staff members in the audit practice; and Doni Stoyanova was hired as a supervising senior in the tax practice.
MISSOURI
Adam Herman, partner and chief visionary officer at Mueller Prost CPAs + Business Advisors, St. Louis, was named the 2017 Outstanding Visionary by the Missouri Society of CPAs, recognizing a Missouri accountant who has shown a commitment to the industry and their practice, has introduced innovative strategies to help grow their firm, and who serves the community.
NEW HAMPSHIRE
Baker Newman Noyes announced seven promotions and 10 new hires in its two New Hampshire offices. In Manchester: Doug DeLara and Marrissa MacLeod were promoted to managers in the audit practice; Matthew Good and Abby Lamothe were promoted to seniors in the audit practice; Allison Thibodeau was promoted to manager in the tax practice; Dylan Clark, Benjamin Dutton, Jason Huot, Nathan LaChance, Lieu Nguyen and Derrick Scanlon were hired as staff members in the audit practice; and Nathan Walker was hired as a staff member in the tax practice. In Portsmouth: Caroline Cole was promoted to senior in the tax practice; Shaun Cote was promoted to manager in the tax practice; Robert Gilbert was hired as a senior manager in the health care consulting practice; Judith Hoyt was hired as a staff member in the tax practice; and Ben Kieley was hired as a manager in the tax practice.
NEW JERSEY
Joseph Maruca was promoted to managing director of The Mercadien Group, Princeton, and principal in Mercadien, PC, CPAs, and Joseph Galdo, member of the forensic and litigation support services group, was promoted to manager. The firm also announced it promoted 23 other professionals, from the nonprofit, individual, family office, government, compliance oversight, and financial institutions services groups.
Hand-out
NEW YORK
David Mellor, former chief executive of Crowe Clark Whitehill, was elected as the new chief executive officer of Crowe Horwath International, New York, effective April 1, 2018, succeeding Kevin McGrath, who will retire on March 31, after serving as CEO since 2012. Mellor, who was most recently chief executive at Crowe Clark Whitehill, the U.K. member firm of Crowe Horwath International, was elected through a year-long succession process led by the network’s board of directors. Mellor has served on the Crowe Horwath International board of directors for four years and has more than 25 years of professional experience advising international businesses and their shareholders on tax matters. McGrath and Mellor will work closely to prepare for the CEO transition.
Rob Kucenski was hired as an audit director at Arthur Bell, New York.
Rob Kucenski was hired as an audit director at Arthur Bell, New York.
OHIO
Michael Trabert, partner and leader of the value acceleration/exit planning and transaction advisory services groups, Skoda Minotti, Cleveland, was named the Peter Christman Exit Planner of the Year by the Exit Planning Institute at its annual Excellence in Exit Planning Awards. The award is given to a Certified Exit Planning Advisor who either practices exit planning, manages exit planning engagements, educates business owner and advisors, or provides industry-changing exit planning solutions or tools that can be directly tied to changing outcomes for business owners and leading advisors.
PENNSYLVANIA
RKL, Lancaster, announced five promotions: Samuel Gantz, Stephanie Kane and Kyle Weller, tax services group, to manager; Thomas Reardon, RKL Wealth Management, to senior wealth advisor; and Laura Rineer, small business services group, to manager.
Jennifer Feist-Johns, manager in CliftonLarsonAllen’s Philadelphia office, was granted the 2017 Young Leader Award by the Pennsylvania Institute of CPAs, honoring members under the age of 40 who demonstrate an extraordinary commitment to the accounting profession through the PICPA or community service.
Herbein + Co. announced four promotions to partner. In the Reading office: Josh Pollet in the audit department; Craig Mengel, who specializes in working with owners of privately-held businesses; and Randall Raifsnider, leader within the management advisory services group. In the Allison Park office, David Cordier, who is manager of that office. In other firm news, Stacy Weller, manager, was named an Emerging Leader by Wolters Kluwer, and will be a guest at the CCH Connections: User Conference 2017 in San Francisco.
Stephanie Krupp was promoted to manager in the accounting services department and Susan Gibble was promoted to manager in the audit services department at Dunlap & Associates, Chalfont.
Jennifer Feist-Johns, manager in CliftonLarsonAllen’s Philadelphia office, was granted the 2017 Young Leader Award by the Pennsylvania Institute of CPAs, honoring members under the age of 40 who demonstrate an extraordinary commitment to the accounting profession through the PICPA or community service.
Herbein + Co. announced four promotions to partner. In the Reading office: Josh Pollet in the audit department; Craig Mengel, who specializes in working with owners of privately-held businesses; and Randall Raifsnider, leader within the management advisory services group. In the Allison Park office, David Cordier, who is manager of that office. In other firm news, Stacy Weller, manager, was named an Emerging Leader by Wolters Kluwer, and will be a guest at the CCH Connections: User Conference 2017 in San Francisco.
Stephanie Krupp was promoted to manager in the accounting services department and Susan Gibble was promoted to manager in the audit services department at Dunlap & Associates, Chalfont.
david j studios
VIRGINIA
Lea Rasmussen and Melissa Sikes were promoted to partner; Carmon Faison and Robert Saur were promoted to senior manager; and Josh Morrison was promoted to manager, at Mitchell Wiggins, Richmond.
The National Society of Accountants, Alexandria, elected new officers, district governors and state directors. Installed to the NSA executive committee for 2017-18 are: president Brian Thompson, Little Rock, Ark.; first vice president Christine Freeland, Chandler, Ariz.; second vice president Joel Grandon, Marion, Iowa; secretary-treasurer Curtis Lee, Raleigh, N.C. District governors elected to new terms are, in District I, Joseph Santoro, Wolfeboro, N.H.; in District III, Paul Thompson, Alexandria, Va.; in District V, Robert Thoma, Columbia, Ill.; in District VII, Eric Hansen, Omaha, Neb.; in District IX, Susan Robertson, Portland, Ore.; in District XI, Dick Isoo Oshima, Honolulu. Elected state directors include, in District II, New York: Elizabeth Rodriguez, Lagrangeville; Pennsylvania: Andrew Piernock, Philadelphia; Puerto Rico: Maria Maiz-Aguilar, Hormigueros. In District IV, Florida: Robert Huisinga, Jacksonville; Georgia: Rhonda Marshall, Bowdon; North Carolina: Margie Strider, Asheboro. In District VI, Alabama: Martha Drake, Vinemont; Mississippi: Pamela Stamps, Brookhaven; Tennessee: Gene Damron, Olive Branch. In District VIII, Arkansas: Christopher Clatworthy, Marvell; Louisiana: Danette Daigle, Baton Rouge; New Mexico: Mae Yee, Albuquerque; Oklahoma: Dean Taylor, Oklahoma City; Texas: Lloyd Thelemann, Garland. In District X, Arizona: Nancy Weinstein, Mesa; California: Roger S. Kent, Los Gatos. New state director Robert Iadeluca of Cranston, R.I., is also filling a vacancy.
The National Society of Accountants Scholarship Foundation, Alexandria, announced its 2017-2018 board of trustees: Sharon Cook of Kuenne Accounting & Tax, Inc., Saint Louis, continuing as president; Harlan Rose of Data Flow Corp., Marshfield, Wis., continuing as treasurer; Donny Woods of Woods & Woods, PA, Ltd., Nashville, Ark., continuing as a trustee; Sandra Rene' Hall of S.H.P. Inc., Enid, Okla., continuing as a trustee; Terry Bakker of O'Leary's Tax Service Ltd., Vancouver, Wash., appointed to the board as a new trustee; Paul Bowman of Bowman Accounting, Inc., Rock Island, Ill., appointed to the board as a new trustee; Joel Grandon of Joel Grandon Accounting Services, PC, Marion, Iowa, as a new trustee by virtue of his position as second vice president of the NSA; and John Ams, NSA executive vice president, continuing as an ex-officio member of the board of trustees by virtue of his position as the chief staff executive of NSA.
The National Society of Accountants, Alexandria, elected new officers, district governors and state directors. Installed to the NSA executive committee for 2017-18 are: president Brian Thompson, Little Rock, Ark.; first vice president Christine Freeland, Chandler, Ariz.; second vice president Joel Grandon, Marion, Iowa; secretary-treasurer Curtis Lee, Raleigh, N.C. District governors elected to new terms are, in District I, Joseph Santoro, Wolfeboro, N.H.; in District III, Paul Thompson, Alexandria, Va.; in District V, Robert Thoma, Columbia, Ill.; in District VII, Eric Hansen, Omaha, Neb.; in District IX, Susan Robertson, Portland, Ore.; in District XI, Dick Isoo Oshima, Honolulu. Elected state directors include, in District II, New York: Elizabeth Rodriguez, Lagrangeville; Pennsylvania: Andrew Piernock, Philadelphia; Puerto Rico: Maria Maiz-Aguilar, Hormigueros. In District IV, Florida: Robert Huisinga, Jacksonville; Georgia: Rhonda Marshall, Bowdon; North Carolina: Margie Strider, Asheboro. In District VI, Alabama: Martha Drake, Vinemont; Mississippi: Pamela Stamps, Brookhaven; Tennessee: Gene Damron, Olive Branch. In District VIII, Arkansas: Christopher Clatworthy, Marvell; Louisiana: Danette Daigle, Baton Rouge; New Mexico: Mae Yee, Albuquerque; Oklahoma: Dean Taylor, Oklahoma City; Texas: Lloyd Thelemann, Garland. In District X, Arizona: Nancy Weinstein, Mesa; California: Roger S. Kent, Los Gatos. New state director Robert Iadeluca of Cranston, R.I., is also filling a vacancy.
The National Society of Accountants Scholarship Foundation, Alexandria, announced its 2017-2018 board of trustees: Sharon Cook of Kuenne Accounting & Tax, Inc., Saint Louis, continuing as president; Harlan Rose of Data Flow Corp., Marshfield, Wis., continuing as treasurer; Donny Woods of Woods & Woods, PA, Ltd., Nashville, Ark., continuing as a trustee; Sandra Rene' Hall of S.H.P. Inc., Enid, Okla., continuing as a trustee; Terry Bakker of O'Leary's Tax Service Ltd., Vancouver, Wash., appointed to the board as a new trustee; Paul Bowman of Bowman Accounting, Inc., Rock Island, Ill., appointed to the board as a new trustee; Joel Grandon of Joel Grandon Accounting Services, PC, Marion, Iowa, as a new trustee by virtue of his position as second vice president of the NSA; and John Ams, NSA executive vice president, continuing as an ex-officio member of the board of trustees by virtue of his position as the chief staff executive of NSA.
WISCONSIN
Bill Laakso was hired as executive human resources officer and partner at Wipfli, Milwaukee, where he will be responsible for developing the strategies related to associate recruitment, development and engagement, and will oversee human resources operations for the firm, in addition to working with the firm’s talent and culture team.
