People
CALIFORNIA
John Packwood has joined Holthouse Carlin & Van Trigt LLP, Los Angeles, as an audit partner. Prior to joining the firm, he was an audit partner at KPMG. ... Amy Smith has joined O’Dowd Franklin & Rabanal LLP, Napa, and will lead the firm’s Tax Department. She was previously a tax partner at Motto Kryla Fisher.
FLORIDA
Jim Tokryman and Bruce Weinberg have become equity partners in Weinberg & Co., Boca Raton and Los Angeles. Weinberg will serve as managing partner, and Tokryman will focus on client service for the global SEC practice group. In addition, Victor Hollander and Don Seffinger have been admitted to non-equity partnership.
GEORGIA
Frazier & Deeter LLC, Atlanta, has hired William J. Marsh, Amanda Harrell, Ashley B. Sheber, Ricardo Zertuche, Todd LaTourette and Alice Lassiter-Thorn as staff accountants, and Tracy Davis as an accounting assistant.
ILLINOIS
Bradley S. Schneider has been appointed a senior manager in the strategic services practice of Blackman Kallick Bartelstein LLP, Chicago. He brings over 18 years of experience working with large and small businesses, and was previously managing principal of Davis Dann Adler Schneider LLC.
MAINE
Graham M. Smith has become president of Macdonald Page Schatz Fletcher & Co. LLC, succeeding Charles J. Kean, who will remain with the firm as chairman. Smith joined the firm in 1984, specializing in retailers, wholesalers, financial institutions and equipment dealers.
MARYLAND
Michael J. Kresslein and Dawn M. Heinen have joined the Forensic Accounting and Dispute Analysis Department of Klausner Dubinsky & Associates PC, Bethesda. Kresslein was previously general counsel to a technology company; Heinen previously worked for a Big Four firm.
MASSACHUSETTS
Albert J. Cappelloni has joined Vitale, Caturano & Co. PC, Boston, as a leader in the firm’s tax practice. He was formerly a tax partner in the Boston office of Ernst & Young, and before that was with Arthur Andersen for 23 years.
MICHIGAN
Russ Molinar has joined Plante & Moran, Southfield, as director of marketing and practice development in the Marketing and Communications Department. He was previously national director of business development at PDI Global Inc.
MINNESOTA
Rene Ordogne has joined RSM McGladrey Business Services, Bloomington, as chief financial officer. He formerly served as global controller of Andersen Worldwide. ... Paul Longsdorf has been promoted to officer at HLB Tautges Redpath Ltd., White Bear Lake. He has been with the firm for more than 11 years, and has been in public accounting since 1988. ... Jack Rominger, a partner in the Irvine, Calif., office of McGladrey & Pullen, has been named western region coordinator of audit and accounting, the first of five regional coordinators the firm expects to put in place over the next two years as part of a plan to improve client service. In addition, Lynne Schoenl, a partner in the Bethesda, Md., office, has been named to the Employee Benefit Plan Industry Expert Panel of the AICPA.
MISSOURI
James K. Torti, of Schowalter & Jabouri PC, St. Louis, has received the Certified Fraud Examiner designation from the Association of Certified Fraud Examiners.
NEW JERSEY
Karen Kerby has joined Untracht Early & Associates LLC, Florham Park, as a senior audit manager. She was previously an accounting director with a financial services firm. In addition, Michael F. McHale has joined the firm as an audit manager. He was formerly a manager with a large independent accounting and health care consulting group. ... Barbara Bessemer and Dina Ragucci have been appointed managers at Smolin, Lupin & Co. PA, Fairfield. ... David Poillucci has joined Weeks Holderbaum Huber & DeGraw LLP, Bridgewater, as a supervisor.
NEW YORK
The American Institute of CPAs and Ajilon Finance announced the winners of the 2003 AICPA Business and Industry Hall of Fame awards: Glen M. Elias, corporate controller with CH2M Hill; Keith L. Jones, of St. Joe Timberland; and Charles Maddy III, president and CEO of Summit Financial Group. ... Robert Buschman, a tax supervisor with Fagliarone Group CPAs PC, Syracuse, has been appointed to the Board of Directors of Evergreen Heights, an adult care facility in Weedsport. In addition, firm founder Robert Fagliarone will be honored at the Third Annual Hall of Fame Dinner of the Syracuse Northeast Community Center, in recognition of his professional excellence and service to the community. ... Bill Kriesel, a partner at Grimaldi & Associates CPAs PLLC, Syracuse, and Chris DeVito, a senior accountant, have completed Intuit’s QuickBooks certification coursework and have become Certified QuickBooks ProAdvisors. ... John Johnston has joined Mahoney Cohen & Co. CPA PC, New York, as a principal. He previously worked at PricewaterhouseCoopers. ... Robert Dyson, director of quality control at Friedman, Alpren & Green LLP, New York, has been named to the Section 404 Task Force of the Accounting and Auditing Oversight Board of the New York State Society of CPAs. In addition, firm managers Christopher Arato and Michael Steirman recently presented their second annual two-hour workshop on real estate investment and taxation to students at the Sy Syms School of Business at Yeshiva University, while tax partners Theodore Port and Richard Hoffman addressed a seminar at the 2003 Bronx-Manhattan North Association of Realtors Trade Show.
NORTH CAROLINA
Alicia B. Cavender has joined Lowman, Knapp & Lowman LLP as a senior staff accountant. She has been in accounting and auditing since 1995.
OHIO
Jeremy Harrison and Yuelin Lee have joined Ciuni & Panichi Inc., Cleveland, Harrison as a staff accountant in the Accounting and Auditing Department and Lee as a staff accountant in the Tax Department. Both were previously interns with the firm. In addition, the firm has promoted Lisa Andreani and Adam Dible, both to senior accountant in the Accounting and Auditing Department. They joined the firm in 2001. ... SS&G Financial Services announced a number of promotions. In its Cincinnati office, the following have been promoted: Sharon Callahan, to senior associate; Lisa Haffer, to manager; and Brian P. Berning and Teresa Moore, to associate director. In the Cleveland office, Dmitriy Berkovich, Heather Brady-Ginley, Giselle El Biri, Maureen Fertig, Stacey Fox, Melanice C. Hicks, Faith Noble, Jaclyn M. Prots, Gordon Short, Chris Smith, Karen Stell, Arlene Urso, Alisa Vitantonio and Shelly Wujek have been promoted to senior associate; while Jackie Epstein, Sandra Howard, Deborah Lopilo, Jim Moavero, Janet Rice, Tina Salminen, Cliff Sussman and Kim Zagar have become managers; and Edward P. Blaugrund and M. Cathryn Green have become associate directors. In the Akron office, Ron Antal, Ed Decker, Richard Gary, and Steve Goyhkberg have been promoted to associate director; while Michael Gheen, Steven L. Schmidt, Christopher Seguin and Paul Woznicki have become managers; and JoAnne Bellamy, Tom Fantin, Kimberly Flett, Stacey R. Hannan, Mary S. Mihaly-Galloway, Tami Whatley and Mary Miller have become senior associates.
PENNSYLVANIA
Stacy Y. Clemmer has been promoted to staff II accountant at Pritchard, Bieler, Gruver & Willison PC, Colmar. She has been with the firm since 2001. ... Scott A. McPherson has joined Croft, Drozd & Co. PC, Exton, as a senior vice president/accountant. Prior to this, he was a partner with a regional public accounting firm.
SOUTH CAROLINA
Charles L. Talbert, a partner with McAbee Talbert Halliday & Co., has been appointed to a second term on the South Carolina Board of Accountancy by Gov. Mark Sanford. He currently serves as secretary of the board.
WASHINGTON, D.C.
Dale Peck, a partner with Beers & Cutler, has completed the certification process to earn the Certified Valuation Analyst designation from the National Association of Certified Valuation Analysts.
Firms
COLORADO
Accountants Global Network, Aurora, announced that DeJoy, Knauf & Blood LLP, Rochester, N.Y., has joined the association of independent accounting and consulting firms. DK&B was formed in 1990, and has four partners and 23 professionals on staff.
ILLINOIS
Remer & Associates, Northbrook, has merged with Steinberg Advisors Ltd. Remer & Associates partner Sam Remer will become a partner with Steinberg Advisors, which has been pursuing a strategy of acquisitions and mergers.
MARYLAND
Hertzbach & Co. PA, Baltimore, has joined the BDO Seidman Alliance, an association of independent accounting and consulting firms.
MISSOURI
Winning Technologies Inc., St. Louis, has joined the St. Louis Regional Chamber and Growth Association.
NEW YORK
Citigate Global Intelligence & Security, New York, has formed a strategic alliance with The Outsourcing Partnership to integrate the firms’ business controls and compliance services.
NORTH CAR0LINA
The Public Company Accounting Oversight Board has approved the registration application of Dixon Odom PLLC, High Point.
PENNSYLVANIA
Croft, Drozd & Co. PC, Exton, has completed the required transition audit from the ISO 9001:1994 quality standard to the ISO 9001:2000 quality standard. The audit was performed by an independent auditor from the Quality Management Institute, and yielded zero non-conformances. The firm also formed an Advisory Board for 2003-2004, consisting of 12 elected regional business leaders.
TEXAS
BizNet Software Inc., Dallas, has been named a Rising Star on the 2003 Deloitte & Touche Fast 500, a ranking of the fastest growing tech companies in North America.
WISCONSIN
Wifpli LLP, Wausau, and Williams Young LLC have merged to create a firm with 17 offices in Wisconsin and Minnesota, close to 600 staff, and projected 2003 revenue of $80 million. Bill Young, managing director of Williams Young, will serve as head of the firm’s Madison office, and will hold a seat on Wipfli’s Executive Committee.
