KPMG International assembles global management team; BLS and Aprio both welcome back executives; and other recent hires, promotions and personnel news from firms across the country.
Thomas Herrick was hired as a senior accountant in the Phoenix tax team of REDW. In other REDW news, Steve Harris, principal, was elected to the board of directors for the Cancer Support Community of Arizona.
Therese Tucker, founder and CEO of BlackLine, was named the Top Woman Leader in SaaS (Software-as-a-Service) by The SaaS Report, a media outlet covering SaaS and related software markets. Tucker took the No. 1 spot on the 2017 list, compiled by the writers and editors of The SaaS Report and based on key factors, including company performance, industry recognition and influence, and overall impact on their organizations.
The Leading Edge Alliance honored three marketing professionals with On the Edge of Innovation Awards at the 2017 LEA EDGE Awards in Denver, recognizing individuals who have made long-term, meaningful impacts on the profession. While the recognition is typically presented to someone outside of LEA, this year the recipients are all members of affiliate firms: Donna Erbs, chief marketing officer at Anders CPAs + Advisors, St. Louis; Leisa Gill, director of client experience at LBMC, Brentwood, Tenn.; and Karen Love, director of practice growth at PKF Texas, Houston.
Valerie Middlebrooks was hired as a principal in the tax and small business department at Belfint, Lyons & Shuman, marking a return to the firm, which she originally joined in 2005, after working for a Top 100 firm in Bethesda, Md., and a local firm in Delaware.
Anne Morris was promoted to principal at Windham Bannon, Atlanta, where she has worked since 2001 and leads the employee benefit plan and not-for-profit practices.
Kelli Winter was hired as an assurance partner in the real estate and construction group at Aprio, Atlanta, rejoining the firm where she started her career in 1991.
Weiss & Co., Glenview, announced eight promotions: Bryna Kurtz, Eve Fugiel and Lisa Hahm to senior manager; Adam Cornelius, Brian O’Toole and Daniel Bailey to supervisor; and Andrew McCue and Yesenia Malagon to senior accountant.
Robert Allen was named the food and beverage sector leader in the consumer and industrial products industry practice at Grant Thornton, Chicago. Allen, who will also continue to serve as a principal in the technology solutions practice, replaces Dexter Manning, who retired earlier this year.
Postlethwaite & Netterville, Baton Rouge, announced that two professionals were appointed to the Society of Louisiana CPAs, and that the LCPA recognized two others with awards. Gina Rachel, tax director in the New Orleans practice, will serve as chair of the LCPA, and Jason MacMorran, director in the Baton Rouge practice, will serve as LCPA treasurer for 2017-18. The LCPA recognized Gary Dressler for his work sharing updates and changes to Louisiana tax law in numerous presentations throughout the past year, and Bill Potter was honored for his service as a volunteer member of the Task Force on Structural Changes in Budget and Tax Policy, for his work leading the effort to create the Louisiana Tax Institute, and for giving his time to educate LCPA members on tax changes.
Chad Anschuetz was appointed managing shareholder and board chairman at Doeren Mayhew, Troy, after being elected by the firm’s board of directors and fellow shareholders. Anschuetz, who has been at the firm for 26 years, succeeds Mark Crawford, who served as managing shareholder and chairman since 1995. (Read the full story.)
Douglas Bohrer, office managing partner in the Detroit office, and Amanda Ward, senior audit manager in the Southfield office, at Plante Moran, were recognized by the Michigan Association of CPAs at its annual awards dinner. Bohrer received MICPA’s Diversity and Inclusion Award, and Ward received the Women to Watch - Emerging Leaders Award.
Lisa Snyder was appointed national assurance partner in charge of independence at BDO USA, Woodbridge, where she will be leading BDO’s U.S. independence group. Snyder was previously the senior director of professional ethics at the American Institute of CPAs.
KPMG International, New York, announced a new global management team, to join Bill Thomas, assuming the role of chairman for a four-year term. The team includes: Bill O’Mara, global head of audit; Jane McCormick, global head of tax; Mark Goodburn, global head of advisory and global head of new business innovation; Shaun Kelly, global chief operating officer; Christian Rast, global head of technology and knowledge; Diane Jeffreys, global chief administration officer; Susan Ferrier, global head of people, performance and culture; Gary Reader, global head of clients and markets; Larry Leva, global head of quality, risk and regulatory; Anne Collins, global general counsel; and Rebecca Shalom, global head of strategy.
Cathy Engelbert, CEO of Deloitte, was elected chair of the Catalyst Board of Directors, effective Jan. 1, 2018, and succeeding Peter Voser, chairman of ABB Ltd. With this appointment, Catalyst, a nonprofit organization dedicated to accelerating progress for women through workplace inclusion, will now have a total of nearly 65 percent women serving as members on its board of directors and board of advisors, according to the organization.
Craig Stanley was appointed national managing principal of the financial services industry practice at Grant Thornton, New York. Stanley has more than 20 years of experience delivering strategic consulting services to clients in the financial services industry with a focus on large, global account management.
Matthew Jessup was named office managing partner of the Cincinnati office of Grant Thornton.
Diane Gramil, former campus recruiting leader for the West region of EY, was hired as vice president of market development, Western US, at Surgent CPA Review, Devon.
KPMG South Africa announced a number of executive appointments: Gary Pickering was appointed leader of the audit practice; Granville Smith was appointed to lead the advisory practice; Joubert Botha, currently the chief operating officer for tax, will serve as interim leader of tax; Modise Maseng will lead public sector work; Makgotso Letsitsi will be the leader for KPMG People; Andrew Cranston, previously chief operating officer of KPMG International, was appointed interim COO; and Brian Stephens was appointed to the newly allocated, full-time position of head of risk.
Kirk Hesser was hired as managing director in the Atlanta practice of Cherry Bekaert, serving as national leader of its transfer pricing services group.
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.