Carl George Advisory Partners with The Platt Group / INSIDE Public Accounting

Carmel, Ind.-based The Platt Group, publishers of INSIDE Public Accounting (IPA), the IPA National Benchmarking Report, and the annual PRIME Symposium announce a strategic partnership with Carl George Advisory to bring deeper expertise and a wider range of services to the profession.

Carl George, who retired last year from CliftonLarsonAllen and founded Carl George Advisory of Fishers, Ind., brings an unprecedented level of experience to The Platt Group, to the annual IPA survey, and the annual PRIME Symposium, built around the IPA Best of the Best firms. George is best known for leading growth at Clifton Gunderson, where he served 16 years as CEO. He played a critical role in the 2012 mega-merger with Minneapolis-based Larson Allen to form CliftonLarsonAllen, an IPA Top 10 firm.

The Platt Group will benefit from George’s knowledge and experience in strategic planning, goal-setting and data analysis. IPA subscribers can learn from George’s insights into solving some of the most persistent management challenges facing firms: partner accountability, successful M&A, leadership development and sustainable growth.

George will work with IPA to author articles, assist in the development of the annual PRIME Symposium agenda, and will be available through The Platt Group for service and consulting offerings to firms looking to move to the next level or striving to become the “Best of the Best.”

“As a longtime thought leader in the profession who has played a huge part in the growth of Clifton Gunderson, Carl will be a tremendous asset. The Platt Group is looking forward to offering a greater variety of services through this alliance,” says Kelly Platt. Platt adds that George’s insights as COO and CEO of his former firm will be applied to the data collected through the annual IPA National Benchmarking Report, benefiting firms looking to grow and plan for the future.

“Carl will help us to dig down deep and quickly identify gaps and areas of improvement for firms,” she says. “I see the challenges and opportunities of many firms when reviewing their survey data, and our team will be better positioned to assist participating firms not only in collecting their data, but in helping them improve their performance metrics, through different offerings. Carl will be a great asset for uncovering best practices, authoring articles and assisting firms willing to make a change in moving forward in best practice style.”

“I’ve long respected the work of The Platt Group, and look forward to bringing my years of experience to this dynamic team in order to assist firms, and the growth of The Platt Group,” George says.

Mike Platt comments, “We have tremendous respect for Carl and have admired his accomplishments for a long time. We’re looking forward to bringing our collective talents together to enhance the value of what The Platt Group can deliver to the profession and to firms individually.”

The Platt Group continues to expand. In May, The Platt Group hired Christie Lugenbeal as the company’s marketing director, and also expanded the 10+ year relationship with Christina Camara, who joined The Platt Group in a much expanded role and currently serves as managing editor of INSIDE Public Accounting. “We are in a positive growth mode,” says Kelly Platt. “We plan to expand our offerings, products and enhance the experience of our clients.”

Save the Date: The PRIME symposium, Nov. 4 – 6, 2013, The Conrad Indianapolis

About The Platt Group

The Platt Group ( is the publisher of the award-winning newsletter, INSIDE Public Accounting (IPA), and the award-winning National Benchmarking Report. With more than 25 years of independent reporting and more than 23 years of survey and benchmarking experience, IPA works with managing partners, CFOs and thought leaders across the nation to provide practical ideas, benchmarking data and information to help firms succeed. Reach The Platt Group at

About Carl George Advisory

Carl George began Carl George Advisory after his retirement from CliftonLarsonAllen. George has received numerous awards, including being named one of the “Top 100 Most Influential People in Accounting” by Accounting Today, and special recognition from the American Institute of CPAs (AICPA) for its Financial Literacy Initiative, and from Ball State University as an Alumnus of Distinction. He was inducted into Ball State’s School of Business Hall of Fame in 2007. Reach George at