Brian Billett has joined Planitax Inc., Emeryville, as vice president of product strategy. He brings more than a decade of tax experience at Big Four firms.
Ehrhardt Keefe Steiner & Hottman PC, Denver, has elected three new principals: M. Scott Burk and Yvonne Z. Hergett, in tax services; and Sandra L. Shoemaker, in audit services.
Dale A. Dollenbacher has joined American Bank & Trust Co., Rock Island, as executive vice president and chief financial officer. He was previously with McGladrey &Pullen LLP. ... Monty D. Meyer, of Crippen Reid & Bowen LLC, Moline, has become president of the 2003-2004 Quad City Estate Planning Council. ... Nabeel Ahmed has been promoted to assurance manager in the Chicago office of Grant Thornton LLP. ... Emily Blaha has joined Legacy Professionals LLP as marketing coordinator. She graduated from Saint Mary’s College in 2003, and joined the firm in October.
Katz, Sapper & Miller LLP, Indianapolis, has admitted Peter N. Reist as a partner. Reist has been with the firm since 1988, and works in the Tax Department. In addition, the firm promoted Matthew C. Alber and Gregory A. Kirkland to directors. Alber has been with the firm since 1995, Kirkland since 1997. Also, Brian Cate has joined the firm in information systems.
Rachelle K. Thompson has joined Hogan-Hansen PC, Mason City, as an audit senior. She was previously with Larry Pump CPA. ... Barbara A. Archer has joined the AIB College of Business, Des Moines, as an accounting instructor. She was formerly with Meredith Corp.
Myra Oliver-Hall has joined Klausner Dubinsky & Associates PC, Bethesda, as accounting manager of the Tax and Accounting Services Division. She brings over 13 years of experience, and previously worked for PricewaterhouseCoopers and Ernst & Young. ... Reznick Fedder & Silverman, Bethesda, has named three new principals: Amy Blocker, of the Atlanta office; and Jill Paskoff and Ira Weinstein of the Baltimore office. In addition, the firm named Timothy Kemper principal-in-charge of the Atlanta office. ... Kathryn E. Petrillo has been named an officer of Aronson & Co., Rockville, where she leads the Employee Benefit Plan Group.
Wolf & Co. PC, Boston, announced a number of promotions: Michael D. Cohn, Matthew J. Putvinski and Thomas J. Tuniewicz were named IT audit managers; while Jeffrey W. Cassidy, William J. Nowick and Shannah C. Saunders were named ITaudit seniors. The firm also announced the hiring of a number of recent college graduates: Vanessa L. Bannick, Michael P. Brennan, Cecilia M. Cheng, Brendan P. Donovan, Kenneth Y. Lim, Buseh M. Romania, Matthew C. Silvestri, and Amy B. Venskus. In addition, Luba Grigoryan joined the firm’s audit staff. She brings two years of public accounting experience.
Mark Sellner, principal-in-charge of tax services at LarsonAllen, Minneapolis, was appointed to the AICPA Tax Practice Improvement Committee. He also chairs the Tax Practice Management Committee of Baker Tilly International, a network of independent accounting firms. ... Lynne Gummo, a partner in the Bethesda, Md., office of McGladrey & Pullen LLP, Bloomington, was named the firm’s 2003 Partner of the Year. Bill Major and Don Natenstadt were named finalists. ... Tony Szczepaniak has been named a managing director at RSM McGladrey, Bloomington. He joined the firm in 2001. ... John Kightlinger has joined LarsonAllen Financial LLC, Minneapolis, as vice president of investment management. He brings over 25 years of experience, most recently with Windsor Financial Group. ... Mary Jepperson, a practice leader at Matrix Associates Inc., Minneapolis, was one of the recipients of the third annual Top Women in Finance Awards, sponsored by Finance and Commerce magazine. The award is given to 12 women in the Twin Cities area who have achieved success in the financial field and contributed to the growth of their companies and communities.
Jason T. Baker, a manager with Richardson & AssociatesPC, Omaha, has been appointed vice chair of the 2003-2004 CPAConnect Advisory Committee, which sets the goals of the national network of CPA firms.
Mary Pizzichino has been appointed director of U.S. sales and marketing at Global Investment Systems Ltd., Hackensack, a supplier of accounting software to the securities industry. Prior to this, she was a senior vice president and product manager at Sungard Shareholder Systems.
Tracey Segarra has joined Citrin Cooperman & Co. LLP, New York, as marketing director. She previously was editor of WebCPA.com, and an editor at Accounting Today. ... J. Michael Stanley, an executive vice president with Rosenthal & Rosenthal Inc., New York, was honored at the American Jewish Congress’ 39th Annual Financial Services Industries Awards, in recognition of his exemplary service to the business community. ... Sherry Tomaselli has been promoted to firm administrator at Vanacore, DeBenedictus, DiGovanni &Wedell LLP, Newburgh and Poughkeepsie. ... Anca S. Munteanu has joined Lazar Levine & Felix LLP, New York, as director of marketing. Prior to this, she was marketing director at Eisner & Lubin LLP. ... Mengel, Metzger, Barr & Co. LLP has named Katherine Stickler and Mark Kovaleski partners of the firm. Both work in assurance. ... Hernan Serrano and F. Peter Logrieco have joined Weinick Sanders Leventhal & Co. LLP, New York, as, respectively, director of corporate recovery and insolvency services, and partner and director of the Litigation Consulting and Investigative Department. Serrano was formerly with Mahoney Cohen & Co.; Logrieco was a managing director with American Express Tax and Business Services. ... Dean J. Mercier, a staff accountant with Fagliarone Group CPAs PC, Syracuse, had received his CPA license. He joined the firm in 2002. ... Holtz Rubenstein & Co. LLP, Melville, has hired three new staff auditors, all recent graduates of Hofstra University: Fred Catalano, Christine DiPasquale, and Lara Speranza. ... John B. Dubiel, an audit manager with Grimaldi &Associates CPAs PLLC, Syracuse, has qualified for the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners.
Alicia B. Cavender has joined Lowman, Knapp & Lowman LLP, Kitty Hawk, as senior staff accountant. She has been practicing in accounting and auditing since 1995, with expertise in real estate, construction, manufacturing and nonprofits.
Brea Jennings has joined the Entrepreneurial Services Group of Saltz, Shamis & Goldfarb, Columbus, as an associate. In addition, Linda Hodge joined the Franchise Accounting Department, and Joanne Peterman the Administration Department, of the firm’s Cincinnati office, and Mary Liggett has joined the Entrepreneurial Services Group of the firm’s Solon office as an associate.
KFMR Katz Ferraro McMurtry PC, Pittsburgh, has promoted Kathleen Monteverde to manager of accounting software solutions, and Karen Frazier, to senior accountant. In addition, Tara Connelly joined the firm as a staff accountant. ... Tyler Ridgeway, of Kreischer Miller & Co., Horsham, has been elected treasurer of the Philadelphia Bar Association’s Young Lawyers Division Executive Committee. ... Joseph W. Beach has joined Asher & Co. Ltd., Philadelphia, as an accounting and auditing director. He had previously worked for the firm from 1983 to 1995, before leaving for various industry management and Big Four roles, most recently as the chief financial officer of an international public company.
The Texas Society of CPAs, Dallas, recently named the recipients of its 2003 Outstanding Educator Awards: Dr. Marina Nathan, of Houston Community College; Ron Huntsman, of Texas Lutheran University; Dr. Bill Thomas, of Baylor University; and Dr. TerryAnn Glandon, of the University of Texas-El Paso.
Marla A. Cummings has been promoted to senior at Schenck Government and Not-for-Profit Solutions, Stevens Point. She joined the firm in 2001.
Gray, Gray & Gray, Westwood, Mass., was named Corporate Citizen of the Year by the Neponset Valley Chamber of Commerce, in recognition of the firm’s contributions to the communities served by the chamber, and its support of and participation in chamber initiatives. Partner John Nardozzi, right, accepted the award on the firm’s behalf, from chamber member Don Isles, left, of the Dedham Institution for Savings.
Baker Newman & Noyes, Portland, has launched an independent management consulting firm, Crescendo Consulting Group LLC. The new company was previously the accounting firm’s Growth Management Division.
Matson, Driscoll & Damico LLP, Boston, has acquired Carrigan Associates PC. Carrigan founder Charlie Carrigan will head the office in Portsmouth, N.H., while Carrigan employee Matt Adrian will manage the Boston office and Tom Ross will be supervisor of the Boston office. ... Novidian Corp. has moved from its old address to Accord Executive Park, 200 Cordwainer, Suite 301, Norwell, Mass. Its phone number is (781) 924-1190. The firm has nearly tripled in size since its inception in 2001.
CPA Associates International Inc., Rutherford, had admitted three new members: Perez Castro y Asociados SC, of Lima, Peru; Jes Pace & Co., of Malta; and Velez Tellez y Asociados, of Villahermosa, Tabasco, inMexico.
Ernst & Young has opened an office in Las Vegas, naming Peter M. Zofrea as managing partner and Thomas M. Roche as the firm’s gaming industry leader for the Pacific Southwest.
Kreischer Miller & Co., Horsham, was named one of the Best Places to Work in PA, a list of 100 companies compiled by a public/private partnership of the Pennsylvania Department of Community and Economic Development, Team Pennsylvania Foundation, Kuntz Lesher LLP, Central Penn Business Journal, the Great Place to Work Institute and the Pennsylvania Chamber of Business and Industry.
ATICA, a newly established network of independent professional services firms in Spain, has joined Russell Bedford International, a global business consulting group based in the U.K.
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