FLORIDA
Robert Kaufman a principal at Kaufman Rossin has been appointed for the third consecutive year to the American Institute of Certified Public Accountants’ Investment Companies Expert Panel. This appointment gives Kaufman the opportunity to guide the direction of the accounting profession, protect public interest and deliberate on key accounting and regulatory issues. The panel provides guidance on financial and business reporting and audit matters.
GEORGIA
Matt Natho and Jeremy Thurman were promoted to managers in Decosimo assurance practice in the Atlanta office. Kayla Sharp was promoted to senior accountant. Sara Lawson-Vineyard was promoted to senior accountant in the firm’s Dalton, Ga. office.
ILLINOIS
SS&G made several promotions throughout is Chicago locations, including Larry Borgman to senior associate, assurance, Matt Long to manager, enterprise services group, Kristina Oleynik to manager, tax, Megan Stern to manager, assurance, Diane Zinnel to senior administrative assistant, Sean Gregersen to senior administrative assistant, Elise Gardner to senior associate, assurance, Amber Oltman to manager, assurance, Steve Weiner to manager, assurance, Gail Wittenstein to senior administrative assistant. Jose Molina has joined Grant Thornton LLP as a principal and leader of its Financial Services Advisory Enterprise Risk Management practice, based in Chicago.
MAINE
Ryan Warren, a senior in BerryDunn’s Commercial Services Group, has been selected as a member of the 2014 Leadership Academy class of the American Institute of CPAs. The Leadership Academy is comprised of rising stars under age 36 in the accounting profession.
MASSACHUSETTS
Scott Levy joins David Landau & Associates LLC as a senior managing director in the firm’s Boston office. Levy will be responsible for some of the firm's core clientele and growing the firm's practice in New England. Prior to joining DLA, Levy was the Northeast Regional Audit Practice Leader and New England Managing Partner for Grant Thornton LLP. His responsibilities were focused on delivering client service, business development, and managing the business operations. Levy has more than 25 years of professional experience advising clients on business and accounting issues. He has significant experience in SOX Compliance, SEC Reporting, SEC Filings and U.S. GAAP, with a focus on serving public and private companies in various industries. Scott specializes in working with public companies and has taken numerous companies public, as well as assisted in raising money for public and private offerings.
NEW JERSEY
Frank Salluce and David Smokler have been named principals at Cowan, Gunteski & Co. PA, where they will oversee the firm’s IT Advisory Services Group. Messrs Patrick Julian, Samuel Kenworthy, and Digesh Patel have been promoted to directors at The Mercadien Group, while Emily Hoffman and Stephen Noon have been promoted to managers.
NEW YORK
Jared Forman has joined Dixon Hughes Goodman LLP as a principal with the firm’s Risk Advisory Practice. Forman has experience as a risk practitioner consulting with large global financial institutions, including banks and insurance companies. Kenneth Gardiner, a partner at Dannible & McKee LLP, has been elected Vice President and Head of Marketing of the Construction Industry CPAs/Consultants Association. Gardiner has been on this national industry association’s Executive Board since 2011; he was formerly the Secretary/Treasurer.
OHIO
Lucinda Dunbar and Joe Schuch were promoted to senior managers in Decosimo’s Cincinnati office. . Kael Campbell and Bryan Haas have joined the Audit and Accounting Services Department as staff accountants at Ciuni & Panichi, Inc. Sherri Dorsch has joined Blue & Co LLC as a senior accountant in its Columbus office. Kristi Blausey joined the firm as senior manager. SS&G made several promotions throughout its Akron offices, including Megan Bair to manager, Nicole Benden to senior associate, Bambi Bibey to senior administrative assistant, Margaret Jordan to senior associate, in marketing, Teresa Loll to senior associate, SS&G Wealth Management, Kelli Miller to senior associate, assurance, Kimberly Nelson to senior associate, SS&G Wealth Management, Bonnie O’Donnell to senior administrative assistant, Debbie O’Malley to senior administrative assistant, Mary Rutt to senior associate, finance, Jeanine Souders to senior associate, retirement plan design and administration, and Sarah Wise to associate, retirement plan design and administration. In its Cincinnati office the firm promoted the following, Alyssa Hissam to senior associate, assurance, David Rice to manager, assurance, Samuel Slonaker to senior associate, tax, and Samantha Koeppe to senior associate, assurance. In Cleveland, the firm promoted the following. Jordan Batch to senior associate, assurance, Olena Bilsky to manager, tax, Michael Ferkovic to manager, Anna Friedman to manager, tax, Kim Hocevar-Claxon to senior associate, finance, Alicia Huffman to senior associate, tax, Brandon Morris to manager, assurance, Samantha Pirc to senior associate, marketing, Ryan Praschan to manager, assurance, Kiran Tang to senior associate, marketing, Lindsay Toth to manager, assurance, and Michelle McCue to manager, assurance. In Columbus, the firm promoted the following. Tony Cerasi to manager, assurance, Cassidy Fograscher to senior administrative assistance, Michael Martin to senior associate, assurance, Marissa Nelson to senior associate, tax, Ajay Phadke to senior associate, assurance, and Ashley Poeppelman to associate, enterprise services group.
SOUTH CAROLINA
Ronnie Head and Sarah Judge have joined Scott and Company LLC’s assurance and advisory services team. Elliott Davis has admitted six new shareholders into the firm. The new shareholders includes: Claudia Gibbons who is located in the firm’s Greenville, South Carolina, office, serves as the firm’s Quality Control Director for Tax Services. With nearly 25 years of public accounting experience, Gibbons oversees the design and maintenance of quality control policies and procedures to ensure compliance with applicable professional standards, regulatory requirements and the firm’s quality control standards. Gibbons is a member of the American Institute of Certified Public Accountants, the South Carolina Association of Certified Public Accountants and the Greenville Estate Planning Council. She holds a bachelor of business administration in accounting from Eastern Michigan University. Leah Maybry has more than 15 years of public accounting experience. Maybry focuses on individual income tax compliance and planning for high net worth individuals and their related entities. She is located in the Charlotte, North Carolina, office. Maybry is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants, the South Carolina Association of Certified Public Accountants and the Charlotte Estate Planning Council. She holds a bachelor’s degree in accounting from Wofford College. Chris Purvis provides audit and consulting services for financial institutions and leads compliance consulting service efforts firmwide. He is located in the firm’s Charlotte office. Purvis is a member of the American Institute of Certified Public Accountants, the North Carolina Association of Certified Public Accountants and the North Carolina Bankers Association. He holds both a bachelor’s degree in accounting and a bachelor of business administration in finance from the University of Kentucky. Brandon Renaud has more than 15 years of public accounting and private industry experience. He has served clients of all sizes, with a particular focus on large-scale restaurant groups, common interest realty associations, nonprofits and contractors. Renaud is located in the firm’s Charleston, South Carolina, office. He is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. He holds a bachelor’s degree in accounting from the University of South Carolina. Drew Rogers provides income tax planning and compliance services to closely held businesses and high net worth individuals. He has extensive experience in providing tax services to partnerships, corporations, trusts, estates and individuals. Rogers is located in the firm’s Greenville office. He is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. He holds a bachelor’s degree in financial management and a Masters of Professional Accountancy from Clemson University. Jeff Walker specializes in audit engagements and financial reporting of closely held businesses. He is located in the firm’s Greenville office. Jeff is a member of the American Institute of Certified Public Accountants and the South Carolina Association of Certified Public Accountants. He holds a bachelor’s degree in accounting from Furman University and a Masters of Accountancy from the University of Georgia.
TENNESSEE
Kim Perry has been promoted to senior manager in Decosimo’s assurance practice with the Chattanooga office. Trey Johnson and Marcus Williamson were promoted to senior accountants. David Barrowclough and Anthony Upchurch were promoted to senior accountants in the firm’s Knoxville, Tenn. office. John Krenson has joined The Rainmaker Companies as the Vice President of Consulting and as a Senior Trainer for The Rainmaker Academy. Jennifer Kernan joined the firm as the Member Services Coordinator for the company’s consulting services.
TEXAS
Hill Johnson has joined BDO Consulting’s Valuation & Business Analytics practice as a director in the Dallas office. Johnson, an Accredited Senior Appraiser in Business Valuation from the American Society of Appraisers, brings significant experience working with companies and their owners to provide business valuation appraisals and valuation consulting services, as well as to render independent opinions of value on a range of transactions. Crystal Knepler, Caleb Mullins and Eric Olsen have been promoted to tax managers at Goldin Peiser & Peiser LLP in Dallas.
WASHINGTON
David Katri, president and CEO of Clark Nuber was recently named the 2014 Innovative Firm Leader by the Leading Edge Alliance, a global association with 200 accounting firm members in more than 100 countries. Katri is known throughout the accounting profession for his ability to motivate and empower others, his deftness at implementing an inspiring vision for his firm.
WASHINGTON, D.C.
Christian Heffron has joined RyanSharkey as an Internal Audit Director. Heffron previously worked at Freddie Mac as a senior director of Mortgage Servicer Audits.
