RSM names a chief strategy and innovation officer; new partners at AKA; and other personnel news from across the profession.
RSM names a chief strategy and innovation officer; Crowe names a chief data science officer; and other personnel news from across the profession.
Adam McArthur has joined the Los Angeles office of Weaver as a partner in forensics and litigation services.
The Connecticut Society of CPAs elected and installed its 2018-2019 Board of Directors: Susan A. Martinelli, managing partnerof the New Haven office of RSM US LLP, will serve as president; Dennis W. Cole, a partner with Beers, Hamerman, Cohen & Burger PC in New Haven, as president-elect; Marie L. Benedetto, the owner of Marie L. Benedetto CPA MST Innovative Business Solutions in Middlefield, as treasurer; Mitchell R. Insero, of the CIGNA Financial Development Program in Bloomfield, as secretary; Brian P. Reilly, asenior vice president and chief auditor with Travelers in Hartford, and Mark R. Torello, partner-in-charge of Whittlesey Technology in Hartford, as members-at-large; Michael P. Jordan, managing director at Andersen Tax in Old Greenwich, as member-at-large at Advisory Council chair.
Renee Villano and Curtis Lavigne were promoted to partner at Albero, Kupferman & Associates, Wilmington. Both have over two decades of experience in accounting, Villano as a financial and tax consultant serving individuals, closely held business and nonprofits, and Lavigne overseeing complex financial statement and tax issues for small businesses.
Anothony LaFratte was hired as a staff II accountant in the rotational development program at Belfint, Lyons & Shuman, Wilmington.
Kathi Ray was promoted to chief operating officer and Samantha Phillips was hired as chief financial officer, at BIP Wealth, Atlanta.
Jeff Johannesen, currently national tax leader at RSM US, was named chief strategy and innovation officer at the firm, effective June 1. He will be responsible for assisting with the development, communication, execution and sustainability of firm strategic objectives, leveraging innovation as a mechanism to enhance current and future strategy decisions.
Justin Bass was named the first chief data science officer at Crowe Horwath, Chicago, where he will lead the new data science business unit, which includes more than 20 data scientists. He joined the firm in 2015 as its first data scientist.
Jeffrey Biesadecki was hired as a tax manager at Rodman CPAs, Waltham, returning to the firm where he previously worked.
Neil Berger, Anthony Giorgio and Brian Murphy were promoted to partner at Adeptus Partners, Ocean. Both Berger and Giorgio previously worked at Metro Metro & Associates; Murphy joined Adeptus in 2013.
Chip Niculae was hired as a director in the International Tax Services Group at EisnerAmper, New York. In addition, Lisë Stewart, director of EisnerAmper’s Center for Family Business Excellence, was named a Top 25 Leading Women Intrapreneur for 2018 by the Leading Women Entrepreneurs organization, recognizing women who take responsibility for turning an idea into a profitable, finished product through risk-taking and innovation.
John Bober was hired as a senior advisor, assisting teams in offering enhanced lease accounting services, at EY, New York.
The New York City Chapter of Financial Executives International announced the election of five new officers: president Nicholas Mitrakis, corporate controller at WSP USA; vice president of sponsorship Jill Zunshine, former vice president, head of global real estate at Hewlett-Packard; and directors Robert Kane, chief financial officer of the Educational Records Bureau; Robert MacKay, senior vice president & controller of S&P Global; and Kevin Neylan, CFO and senior vice president of the Federal Home Loan Bank of New York.
Eide Bailly LLP, Fargo, admitted 13 staff members into the partnership: Kristin Diggs, Jim Donovan, Brittany Dunn, Shane Husar, Jeremy Jennings, Deb Nelson, Jordan Salo, Cindy Spence, Rachael Thomsen, Travis VanDyke and Tracey Welcher as partners; and Anders Erickson and Ryan Havick as principals.
Kenneth Haffey, partner and leader of the advisory services group at Skoda Minotti, Cleveland, was reappointed by Ohio Gov. John Kasich as the Audit Committee chair on the Bureau of Workers’ Compensation Board of Directors, for a three-year term.
Bober Markey Fedorovich, Akron, announced seven new hires: Bryan Smith as an IT network manager, senior technical lead; Tiffany Spaller, Kevin Patrick and Jessica Martinelli as audit staff accountants; David Borisenko as a tax staff accountant; Roxanne Owens as an administrative assistant/tax processor; and Susan Russo as a receptionist.
Weaver announced three promotions: Sean Muller to chief operating officer of tax services; Trey Hunt to partner-in-charge of a new national commercial services industry practice; and Kevin Sanford to partner-in-charge of the national financial services industry practice. In addition, in Dallas the firm promoted Sara Dempsey to partner-in-charge of the public sector industry practice. In Fort Worth, VaLissa Padgett was promoted to partner in tax services and Kris Mihelich to director of information technology; in Houston, Weaver hired Michael McConnell as director of quality risk management; and in San Antonio, the firm hired Andrew Nicholas as a tax partner.
The Internal Revenue Service is giving taxpayers and practitioners some extra time if they tried to file their returns on Sept. 15 through CCH Axcess, but were unable to do so because of a system outage.
The new product comes after Avalara bought Compli, which provides compliance services, technology and software to producers, distributors and importers of alcoholic beverages in the United States, last year.