People on the move: Kernutt Stokes names new MP

Published
  • August 11 2017, 12:26pm EDT

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Citrin Cooperman adds two partners and a principal; LBMC promotes 19 professionals to senior; and other recent hires, promotions and personnel news from firms across the country.

CALIFORNIA

Ashwani Verma was appointed partner and leader of the risk assurance and advisory practice of BPM, San Francisco. In other firm news, Meredith Johnson, director in the tax practice, was elected to the California Society of CPAs’ state board of directors, becoming one of four council representatives who will serve staggered two-year terms.

William Chapman, an undergraduate student at James Madison University, was awarded Beta Alpha Psi’s Medal of Inspiration Award, sponsored by the American Institute of CPAs and presented at the honor organization’s annual meeting in Anaheim. The award is bestowed to a student who has experienced extreme hardships and demonstrated an unusually high level of success despite that adversity, and includes a $5,000 cash stipend. Now a high performing student and community leader, Chapman battled Post Traumatic Distress Disorder after serving in the Marines in Afghanistan, for which he was awarded the Honor of the Purple Heart. At JMU, Chapman earned a spot on the Dean’s List, tutored his fellow students, and worked with the Skyline Literacy program to help refugees studying for their naturalization test. He was also recognized at the James Madison University - Evening of Excellence for earning nearly 100 percent in his accounting principles classes, and will be serving on the executive board of his Beta Alpha Psi chapter, on track to become chapter president.

Panos Patatoukas, associate professor at Berkeley-Haas, won the won the 2017 Notable Contributions to Accounting Literature Award, sponsored by the American Institute of CPAs and recognizing his article, “Customer-Base Concentration: Implications for Firm Performance and Capital Markets,” which appeared in The Accounting Review in 2012. The award, which includes $2,500, was announced at the American Accounting Association Annual Meeting in San Diego Aug. 8. (Read the full story.)

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CANADA

Kathryn Jones was promoted to manager at Presley & Partners, Courtenay, B.C.

FLORIDA

Steve Brettholtz, president and shareholder of Myers, Brettholtz & Co., Fort Myers, was re-elected to the board of trustees of the Southwest Florida Symphony.

Richard Ornstein, partner at Glickstein Laval Carris, Altamonte Springs, Fla., was named chairman of the internal executive committee of association CPAsNET.

Alfredo Cepero, office managing partner for assurance services at BDO USA, Miami, was awarded the Lifetime Achievement Award by the Association of Latino Professionals for America for his commitment to diversity in the profession. (Read the full story.)

LOUISIANA

Lindsay Stevenson, vice president of finance and tax at 1st Financial Bank USA, was awarded the 2017 American Institute of CPAs’ Outstanding Young CPA Award in Honor of Maximo Mukelabai at the AICPA EDGE Conference in New Orleans. (Read the full story.)

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MASSACHUSETTS

Judi Nichols was hired as a tax manager at Rodman CPAs, Watertown.

MICHIGAN

Martin Holzhacker, assistant professor of accounting and information systems at the Eli Broad College of Business at Michigan State University, was named recipient of the 2017 Best Early Career Researcher Award by Association of International Certified Professional Accountants and the Management Accounting Section of the American Accounting Association. For his research, Holzhacker was honored with the award and a $2,000 grant at the annual AAA Conference in San Diego.

NEW JERSEY

Guy Miller was appointed partner in the financial services practice of the New Jersey office at Citrin Cooperman, Livingston.

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NEW YORK

Ron Honka was appointed assurance partner in the financial services industry practice at Weaver, in the firm’s new New York City office.

Emilio Escandon was promoted to managing principal in the New York office of MBAF, with full oversight of the firm’s regional operations in Manhattan and Valhalla, while continuing his duties as principal-in-charge of national operations for the tax and accounting department.

Jan Sylvis, who recently served on the Governmental Accounting Standards Board and was named GASB vice chair in January 2015, was given the 2017 Outstanding CPA in Government Career Contribution Award by the American Institute of CPAs, honoring her lifelong contribution to the profession. Gloria Jarmon, deputy inspector general for Audit Services who leads independent audits of the U.S. Department of Health and Human Services, was awarded the AICPA’s 2017 Outstanding CPA in Government Impact Award at the federal level. The AICPA’s 2017 Government Impact Award at the local level was bestowed on Timothy O’Brien, who was elected in 2015 to a four-year term as the auditor of the City and County of Denver. Both Government Impact awards recognize the impact of recent significant contributions of CPAs to the efficiency, effectiveness or innovative service delivery of their respective local, state or federal employer organizations. The awards were presented at the AICPA’s 33rd annual National Governmental Accounting and Auditing Update Conference Aug. 7 in Washington, D.C.

Preston Quesenberry was appointed managing director in the exempt organizations tax group at KPMG, joining from the law firm Loeb & Loeb, where he advised nonprofit and tax-exempt clients on a wide variety of legal and strategic issues.

Gino Cammilleri, Kristen Robillard and Emilie Wuerch were hired as staff accountants in the tax department at Lumsden & McCormick, Buffalo.

Victor Miesel was appointed partner and national transfer pricing practice leader and chief economist at Mazars USA, New York.

Alexander Reyes was appointed partner in the New York City office and leader of the financial services practice, and Steve Ronan, founder of Ronan Consulting Group, was admitted as a principal and practice leader of new service line, strategy and business transformation, at Citrin Cooperman.

OREGON

Steven Ritchie was named managing partner of Kernutt Stokes, Eugene, the fifth managing partner in firm history, succeeding Warren Barnes, who will remain a full-time partner. Ritchie has been with the firm for more than 20 years and was promoted to partner in 2007.

PENNSYLVANIA

Jeshanah McLeod, marketing director at Brown Schultz Sheridan & Fritz, Camp Hill, received the Rookie Accounting Marketer of the Year award at the 2017 Association for Accounting Marketing (AAM) Awards Gala, given to an up-and-coming marketer who has been in the profession for less than two years and demonstrated distinction in the field. Additionally, Brown Schultz Sheridan & Fritz announced five new hires in its Camp Hill office: Kyle Bushong as staff accountant for the nonprofit team, Hector Cabrera as audit staff accountant, Amanda Caviston as a human resources assistant, Sean Dougherty as a tax senior staff accountant, and Angela “Annie” Olivers as a supervisor in the tax department.

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TENNESSEE

LBMC announced the following promotions to senior in the Nashville offices: Summer Brooks, Jordan Felts, Sabrina Greninger, Paige Hill and Jingting Zhou in the tax department; Marlo Elmore and Brooke Reinlie in the litigation valuation mergers and acquisitions department; Michael Franz, Corrie Heinzelmann, Jessica McAlister, Daniel McFadden, Kaylee Mills, Brenna Newport, Abby Parsons, Stephen Reed, Michael Royer, Brandon Sanslow and Chelsey Shaffer in the audit department; and Chris Jones in the risk services department.

TEXAS

Michael Granof, professor at the University of Texas at Austin, was named the winner of the 2017 American Institute of CPAs’ Distinguished Achievement in Accounting Education Award, recognizing full-time college accounting educators distinguished for excellence in teaching and for national prominence in the accounting profession. The award was was announced at the annual meeting of the American Accounting Association in San Diego.

UNITED KINGDOM

Robert Aziz was appointed global head of tax at BDO, succeeding John Wonfor, who is returning to BDO Canada to become national tax office leader. Aziz, who has 30 years of experience in advising U.K. and non-U.K. multinational on coproate tax affairs, currently leads BDO’s Corporate International Tax Centre of Excellence and is also the U.K./U.S. tax liaison partner for BDO UK.

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WASHINGTON, D.C.

Chris Alabi was named a professional practice fellow at the Center for Audit Quality, Washington, D.C.