CALIFORNIA
For his volunteer work in the Fresno area, Robert Price has received the 2015 Public Service Award from the California Society of CPAs.
Jim McGeever was appointed as president of NetSuite. The role of president was previously held by NetSuite Chief Executive Officer Zach Nelson. McGeever was also appointed to the NetSuite Board of Directors.
Mark Hooley office managing partner for the San Diego office of CohnReznick LLP has been elected to the Board of Directors for the Association for Corporate Growth in San Diego.
Eric Krienert joined Moss Adams LLP’s Food & Beverage and Agribusiness practices as a tax director.
Michael Silvio has been named director in the tax services department of Hall & Company CPAs. Silvio has more than 25 years of experience in public accounting, serving a variety of businesses in the technology, consumer product, software, biotech, healthcare, manufacturing, construction, professional service and nonprofit sectors.
Matt Woodard has been promoted to partner at JLK Rosenberger. Woodard has experience with property and casualty insurance companies and public companies.
Ron LaVelle, the managing director of Seiler LLP’s Family Office Services; and Lynne Born, the firm’s Chief Operating Officer were promoted to partners.
Gregory Kniss, a managing principal at Krost Baumgarten Kniss & Guerrero of Pasadena, Calif., has been appointed to the board of directors at PrimeGlobal. Click
COLORADO
Leslie Bittle and Sheila Sharples were promoted to managers at RubinBrown.
FLORIDA
Victoria Bartlett, Bo Brault and Scott Pearce were promoted to shareholders at Gregory, Sharer & Stuart. Matt Nicholas was hired as a senior tax associate at the Tampa Bay office of CBIZ MHM, LLC. Nicholas holds his Bachelor of Science in Accounting from Florida State University and his Master of Science in Accounting from the University of Tampa. He previously worked in the tax department with Clifton Larsen Allen LLP in Tampa. The Institute of Internal Auditors appointed Ann Cohen as chief financial officer. Cohen, currently CFO at Woodfield Country Club in Boca Raton, Fla., will assume her new role Aug. 31. Learn more in the attached news release. In recognition of IIA President and CEO Richard Chambers’ contributions to the practice of corporate governance, the National Association of Corporate Directors recently selected him for the third consecutive year as one of Directorship magazine’s 100 leading governance professionals.
GEORGIA
Chris Tierney was admitted as a partner in Moore Colson’s Consulting Practice. Lloyd Lane was also hired in the firm’s consulting practice as a director. Ross Christen has joined the National Tax Department as an Executive Director in Atlanta with EY’s Business Tax Services focused on Tax Performance Advisory. Most recently, he was a Partner at The Kratos Group. Prior to that Christen was at PwC where he served as Director of Information Management/Enterprise Decision Management. He has also worked for BearingPoint and Deloitte Consulting. Robert Wardwell has joined Warbird Healthcare’s CFO Consulting Network as director and senior CFO consultant. Previously, Wardwell served as vice president of finance, CFO for Dignity Health Southern California Service Area. Jordan Melick joins Warbird Consulting Partners as healthcare director, client relationship management/delivery management. Previously, Jordan served as a managing director at Cain Brothers. Tom Cole joins Warbird Consulting Partners as director of healthcare IT consulting. Prior to Warbird, Tom served as an interim executive director clinical ancillary systems at WellStar Health System through consulting firm ROI Healthcare Solutions. Keara Dowling was promoted to manager in the healthcare practice of Draffin & Tucker. Robert Cook promoted to senior in the firm’s healthcare practice. Brad Bernard, Michael Hyatt and Sarah Sellers were promoted to associate II in the firm’s healthcare practice.
ILLINOIS
Terrance Bilbo, Grant Thornton LLP’s chief administrative officer, has been appointed to the firm’s Senior Leadership Team, effective Aug. 1. The Senior Leadership Team sets strategy and oversees operations for Grant Thornton. Bilbo joined Grant Thornton in August 2014 and is based in the firm’s McLean, Va., office. In his role as chief administrative officer, he oversees the firm’s IT, Real Estate, Procurement, Travel, Information Governance and Security functions. Krisztina Dommer has joined Sikich LLP as a senior member on its government services team. Prior to joining Sikich, Dommer was as a senior program manager at the Government Finance Officers Association. Scott Meek has joined FROST as new strategic marketing and business development director.
INDIANA
Benjamin Scoles has joined Sponsel CPA Group as a staff accountant in its Entrepreneurial Services department.
KENTUCKY
Carla Dowell has been appointed director of audit and assurance services at Riney Hancock CPAs. She joined Riney Hancock CPAs in 1996. Carla has a strong background in both audit and tax. She has extensive experience with non-profit, governmental organizations, and retirement plan auditing.
LOUISIANA
Postlethwaite & Netterville has promoted Tabatha Broussard and John Piland to directors in its Baton Rouge Tax Department, and Laura Soileau was also promoted to director in the firm’s consulting department. Brandy Smith moved up to director in the firm’s New Orleans office in its audit department.
MAINE
Lisa Openshaw and Jason Fournier were elected as principals at BerryDunn. Tim Masse was elected to the firm’s Management Committee.
MARYLAND
Anita Sheckells, a director at and vice president on the board of directors at KatzAbosch, was appointed treasurer of the Baltimore Chapter of the Associated Builders & Contractors. The firm’s shareholder, Kent Thomas, was appointed to the board of directors for the Construction Industry CPAs/Consultants Association. Catherine Krupey has been promoted to chief information officer at KatzAbosch.
Jeffrey Jacobson has joined Weyrich, Cronin & Sorra, Chartered as a tax director. Jacobson holds a BS in Accounting & Finance from Penn State University and J.D. from the University of Baltimore School of Law. He is chairman and board member of Goodwill Industries of the Chesapeake, a member of the AICPA and Maryland Association of Public Accountants and the Maryland Bar Association.
Dan Keefer was promoted to audit manager at CBM. Valeryia Mikharava and Abyot Wondimu were promoted to supervisors, Jack Treanor and maria Luck were promoted to seniors in charge, and Linda Murphy was promoted to firm administrator. Amy Stark, the firm’s marketing manager, has been appointed to board of directors of the Subcontractors Association of Metro Washington.
Arthur Bell CPAs congratulates nine employees in the audit, tax, and family office departments on their recent promotions. For a full list, click
MASSACHUSETTS
Dan DeRocco has joined EY’s National Tax Department. He previously worked at the Tax Performance Advisory practice of Deloitte, where he was a director focused on developing and deploying data orchestrators or the ability for users to align, interact with, and leverage a single source of data across the entire tax and finance domains for Fortune 15 to 400 companies. This data is then used by Tax to drive data models and analysis in support the overall Tax strategy. Prior to Deloitte, DeRocco worked as a global tax manager at Accenture for six years and also worked at Bell & Howell as the Manager of Tax research and planning and he started his career at Arthur Andersen. DeRocco is based in Boston.
MEXICO
Miguel Sepulveda, a partner at Traust of Monterrey, Mexico, has joined the board of directors of PrimeGlobal.
MICHIGAN
Kellie Becker was promoted to leader Plante Moran’s International Tax Practice. Becker replaces retired partner Bill Hermann, who led Plante Moran’s international tax practice after serving as the firm’s managing partner from 2001 to 2009. Jon Coffey and Ryan Van Dam were promoted to managers at DeBoer, Bauman & Company. Aaron Abood, Tyler Baker and Ashley Yallup have joined Maner Costerisan’s professional team. Abood joins the firm as an associate in the tax department and assists clients with their tax return preparation needs. He earned his Bachelor of Arts degree in Accounting in 2014 and Master of Science degree in Accounting in 2015 from Michigan State University. While in school, Abood received the Daniel Collins Accounting Research Award. Outside of the office, he enjoys playing the piano, guitar and watching MSU sports. Abood is a current resident of Lansing Michigan. Baker serves as an audit associate. He earned his Bachelor of Science degree in Accounting in 2015 from Spring Arbor University. Baker enjoys playing sports and spending time outdoors when he is not at work. He is a current resident of Lansing. Yallup currently serves as an audit associate. She graduated summa cum laude from Central Michigan University with a Bachelor of Science in Business Administration degree in Accounting in 2015. When she is not assisting clients with their audit needs, Yallup enjoys running. She currently residence in Mason, Michigan.
MISSOURI
Daniel Holmes, a practice leader for accounting firm RubinBrown’s national gaming practice, was named one of the St. Louis Business Journal’s 30 Under 30.
MONTREAL
Bruno Ciolfi will be joining Crowe BGK in September 2015 as senior advisor. A recently retired banker, Ciolfi has worked for 36 years at TD Bank in various leadership roles within commercial banking.
NEW JERSEY
The Institute of Management Accountants has announced Benjamin Mulling as Chair of IMA’s Global Board of Directors for the Fiscal Year 2015-2016. Tim Tracy has been appointed to Northeast Assurance Managing Partner at EY, and Rebecca Burke will succeed him as the firm's New Jersey Office Managing Partner. Tracy, who has been the current Office Managing Partner of the New Jersey Office since 2012, will now be responsible for over 2200 assurance professionals in 16 offices throughout the region
NEW YORK
Laura Stair was promoted to manager in the healthcare practice of Draffin & Tucker. Shawn Boltin was promoted to senior in the firm’s healthcare practice. Richard Crum was promoted to associate II in the firm’s healthcare practice. Merrit Smith promoted to associate II in the firm’s commercial practice.
Layne Albert has joined Grant Thornton LLP as a partner in the firm’s tax practice.
Shannon Forkin has been promoted to senior tax manager at Dannible & McKee; Ryan Furman and Brian Potter were promoted to tax managers; Michael O’Connor and Benjamin Sumner were promoted to audit managers; Lauren Paone and Jeffrey Singer were promoted to audit seniors; Kaitlyn Klima and Alexis Lyon were promoted to tax seniors.
Professionals from Harold Zoref LLP have joined the staff at EisnerAmper. Led by founder Harold Zoref, the team of 10 professionals will support and extend the capabilities and scope of the firm’s Personal Wealth Advisory practice.
Mark Belford and Robert Glowniak are the new co-leaders at KPMG Corporate Finance Consumer & Retail Investment Banking Group, which has recently been expanded to included dedicated services for leisure and wellness organizations.
Darren Mills has rejoined Alvarez & Marsal Taxand LLC as a managing director. Mills first joined Alvarez & Marsal’s start-up tax advisory practice nearly a decade ago to help build a more responsive, entrepreneurial and world-class alternative to audit-based accounting firms subject to related conflicts of interest.
Tim Spadaro has joined Teal, Becker & Chiaramonte as a senior valuation analyst. Spadaro is a licensed Certified Public Accountant with both a Masters and Bachelor of Science in Accounting from Bentley University. He has experience in business valuations and is working towards attaining the Chartered Financial Analyst credential, as he has passed Levels I and II of the CFA exam.
Citrin Cooperman has made several promotions throughout the firm’s locations in the U.S. For a complete list, click
OHIO
Chris Liebtag, a director of CPA consulting services at Rea & Associates, has successfully completed the Project Management Professional certification for project managers.
ONTARIO
The former executive director of the Certified Management Accountants New Brunswick will lead The Institute of Internal Auditors Canada, the organization announced. Shelley Pelkey was introduced as IIACanada’s executive director at The IIA’s 74th Annual International Conference in Vancouver earlier this month.
TEXAS
John Toth has been promoted to shareholder at Weinstein Spira. Toth joined Weinstein Spira in 2003 as a staff accountant. He has more than 15 years of professional experience in accounting with private and public companies. Candace Blair has been promoted to tax partner at Sanford, Baumeister & Frazier and hired Delan Paulsen as senior audit manager. The firm promoted Megan Terrell to audit partner. The firm also hired new tax associates: Adrian Perez, Amberly Tosh, Andrew Cagle and Sarah Holtermann; and an executive assistant, Sheryl Myrick. The firm also made additional promotions: Andy Hughes, is now senior tax associate, Kay Dixon, promoted to tax associate II, Audra Kirby and Kourtney Jenke were both promoted to audit associate II, Sandra Hinckley was promoted to tax associate, Maira Raza to audit associate and Connie Bryant who was promoted to staff development manager. Josh Reynolds, a senior tax associate, recently received his CPA certification CaseWare Analytics and Audimation Services Inc. have selected Alexander Muina, Assistant Director for IT Audits with the University of Miami Office of Audit and Advisory Services, as the recipient of the 2015 U.S. IDEA User of Excellence Award. He is being recognized for effectively using CaseWare IDEA to achieve organizational goals and involve department leaders in the process of strengthening controls. ... Quinn Gormley was appointed as director at CohnReznick’s Real Estate Consulting practice in the Firm’s Austin office. Art Johnson has joined EY as an executive director with the Indirect practice in Dallas. Johnson previously ran an independent consulting firm, helping clients open and run their own internal shared service organizations. Prior to his consulting experience, he was SVP of Leveraged Operations at Xerox HR Outsourcing and Solutions. His 20 plus years of experience include HR Operations and Service Center leadership roles at Xerox, SumTotal Systems, Convergys HR Management, and Mercer Human Resources and Fidelity Investments. According to the American Institute of Certified Public Accountants, only two percent of all individuals entering accounting firms will reach the partner level. Reaching this coveted position has been a journey of hard work and determination for George Qin, an audit partner at Houston-based CPA firm, MaloneBailey. Qin’s accomplishments are impressive and include relocating to the United States where he achieved fluency in the English language, obtaining a Master in Business Administration degree from a leading Texas university, working for four CPA firms, including two of the Big Four firms as well becoming partner at MaloneBailey. The American Institute of CPAs presented Jeremy Weaver, a financial planner and investment manager with PlanFIRST, Inc. with the 2015 P. Thomas Austin Personal Financial Planning Division Scholarship. Weaver was presented with the scholarship earlier today at the AICPA Estate Planning Conference in Salt Lake City.
VIRGINIA
Andreea McCann has joined EY as an executive director in International Tax Services, based in McLean, Va. McCann was previously with GE Capital Real Estate where she worked as the International Tax Reporting Leader since 2010. She has also worked in Tax at Deloitte and Fidelity National Information Services. Melissa Stanley has joined Brown Edwards & Company as a partner in the Roanoke office. Prior to joining Brown Edwards, Stanley was a partner in one of the top 20 firms in the nation where her practice concentrations were in not-for-profit organizations, employee benefit plan audits, and a variety of closely held businesses, including manufacturers, distributors and service organizations. At Brown Edwards, she will focus on delivery of accounting and audit services to larger organizations including public, private, and not-for-profit sectors.
WASHINGTON
David Terry has joined Moss Adams LLP as a new partner and Chad Gumm joined as a director in the firm’s Transaction Services practice.
WISCONSIN
Sara Johnson and Brian Kaker have been promoted to managers at Vrakas CPAs + Advisors.
