Karen Burns, an assurance partner at Sensiba San Filippo LLP, has been recognized as one of the "Most Influential Women of the Bay Area" by the San Francisco Business Times. The "Most Influential Women in Bay Area Business" list honors women professionals who demonstrate exceptional leadership, achievement, and influence within their industry and across their communities. Recipients are featured in the May 2 edition of the San Francisco Business Times, and will gather at a June 12 event bringing together the highest-ranking, most prominent women in regional business to celebrate their contributions in leadership, community service, and mentorship.
Veronica Larriva, a forensic accountant at McHale, Caruso, Scullion & Knox in Fort Meyers, Fla., has passed the American Institute of CPAs examination and met the requirements to become a licensed certified public accountant. Mark Howard, senior vice president and chief audit executive for the United Services Automobile Association, was appointed chairman of The Institute of Internal Auditors’ Financial Services Advisory Board, a group that advises The IIA on services and learning opportunities for financial services industry members.
Brett Seekins, a senior manager in the Baker Newman Noyes Healthcare Management Consulting Practice, was recently appointed to the newly formed Cape Elizabeth Town Council Senior Citizens Advisory Committee and elected in as Chairman.
Allen DeLeon, a partner of DeLeon & Stang, has been nominated for membership in the Asbury Community Inc. System’s Audit Committee. The Asbury Community System Audit Committee meets four times a year. The Committee performs not only the typical role of Audit Committee, but in addition has a dotted line of authority to their Associate General Counsel who is also their Compliance Officer. DeLeon will join several other professionals in handling the following; compliance systems, hotline, annual conflict of interest disclosure statements, monitoring conflicts of interest and generally concerned with integrity and compliance controls in the organization
Jeffrey Naeger has joined RubinBrown as a partner in the firm’s Federal Tax Services Group. Naeger has over 30 years of corporate tax consulting experience, such as guidance of business transactions, tax risk assessment, corporate restructuring, and mergers and acquisitions. He works with clients in a variety of industries, including manufacturing and distribution, healthcare and natural resources. He is a member of the AICPA, Missouri Society of Certified Public Accountants, and the Missouri Bar Association. In addition, Naeger serves as an assistant scoutmaster for National Youth Leadership Training Camps for the Boy Scouts of America. He received his bachelor’s degree in accounting from the University of Missouri Columbia and his Juris Doctor from Saint Louis University School of Law.
John Dugan has joined CohnReznick Wealth Management LLC, an affiliate of CohnReznick LLP, as a director of insurance. Dugan is responsible for overseeing the insurance operations for the firm. Following a career in law enforcement, Dugan entered the financial services industry and has spent the past 25 years in a number of capacities including retail, financial services, and management roles at Morgan Stanley, UBS, MetLife, and Nationwide Insurance. He most recently served as Vice President of Business Development at Zenith Marketing Group, an insurance brokerage agency that CohnReznick Wealth Management LLC utilizes for insurance business services. Kimberly Wright, a manager in the tax department of SaxBST, recently passed the CPA exam. Bethany Lillie has joined the firm’s accounting and auditing team as an associate. Robert Glaser, a chairman of the board at Freed Maxick CPAs, has been named a member of the board of directors of both Financial Institutions, Inc. and Five Star Bank. Deloitte Touche Tohmatsu Limited and its member firm network secured the top spot on DiversityInc's Top 10 List for Global Diversity. The organization also maintained its 11th place position on the publication's Top 50 Companies for Diversity ranking.
Gary Smith, a partner at Eide Bailly, has been named the new director of financial institutions at the firm. Smith officially assumed his new role on May 1. He succeeds previous director Linda Koerselman, who will continue in her roles as partner-in-charge of the firm’s Mankato office and as chairman of the Eide Bailly board.
Calvin Weeks has joined Eide Bailly LLP’s forensic accounting team in Oklahoma City. Weeks, who previously was president of Calvin Weeks and Associates, has more than 25 years of experience in the computer and communication technology industries. He is a certified police officer who has been involved with law enforcement, criminal investigations and security for more than 20 years. He is also the founder and president of the Teens Against Predators Foundation, a non-profit that helps protect children from internet predators. Isaac De La Garza, an IT security professional who previously worked with Weeks, will also join the firm’s forensic team. In addition, Susan Curtiss, a computer forensic analyst; and Kathy Jennings, administrative support professional will also join the team.
The board of directors of Valuation Research Corporation has appointed several officers: Ron Ewing has been promoted to senior vice president. Ed Hamilton has been promoted to senior vice president. Charles Sapnas has been promoted to senior vice president.
E-mail your personnel announcements to Tamika.Cody@SourceMedia.com
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