Archives for August 2013

BDO Adds to San Antonio Practice

Chicago-based BDO USA (FY13 net revenue of $683 million) announced the expansion of its San Antonio, Texas, practice through an agreement with Travis Wolff. The move adds three partners – Kevin Petermann, Gary Hoyack and Janet Stigent-Burns – and 25 employees to BDO, bringing total staff in San Antonio to approximately 70, effective immediately.

BDO CEO Wayne Berson said of the Travis Wolff move, “Their large, private company client base complements our existing strength in the nonprofit sector in San Antonio.”

Petermann said, “Our growing clients will still receive the local, hands-on service they value, but will now have access to a wider array of services, extensive industry experience and the resources of BDO’s extensive global network. Moreover, BDO’s strength in the natural resources industry will enable us to compete more effectively for oil and gas business.” Petermann will serve as the tax managing partner for the combined San Antonio practice. Hoyack will serve as the assurance managing partner. Stigent-Burns is a tax partner.

In addition to the three partners, Edward L. Rishebarger, one of the founders of Burnside & Rishebarger, has also joined BDO USA.

The firm now has more than 300 professionals serving Texas clients from offices in Austin, Dallas, Houston and San Antonio. BDO plans to consolidate its San Antonio staff into one office in the near future.


Deloitte Ranks No. 1 in Forensics and Dispute Advisory Services

Deloitte Touche Tohmatsu Limited (DTTL) announced that New York-based Deloitte (FY12 net revenue of $13.1 billion) was ranked No. 1 globally based on revenue in the forensics and dispute advisory (F&DA) services sector, the company announced.

In addition, Deloitte was named a Vanguard leader in both forensic and investigative services and dispute advisory and analysis services for its depth and breadth of capabilities, in the Kennedy Forensics and Dispute Advisory Services report, 2013. Deloitte’s F&DA practices were recognized for “an outstanding reputation with inside and outside counsel and strong credibility with regulatory authorities. It is one of only three practices that excel in both sub segments of F&DA.”

Davie Kaplan Partner Dies in Car Crash

Vincent Sirianni Jr., who co-founded Daly, Sirianni and Co. CPAs of Victor, N.Y., in 1987 before joining Davie Kaplan CPA of Rochester, N,Y., in 2009 as a partner, died in a car accident on Aug. 13, the Rochester Business Journal reported.

Sirianni, 54, was killed when the car he was driving crashed on Gibson Street in Canandaigua, N.Y., police said. Sirianni, a Canandaigua resident, was a partner in the tax and small business department at Davie Kaplan.


Grant Thornton Names Several Partners

Chicago-based Grant Thornton (FY12 net revenue of $1.25 billion) announced several personnel moves. Jacqueline Akerblom has been named West region MP. Akerblom succeeds Joel Anik, who will be responsible for all operations, including client service and professional matters for 11 offices in the western United States. Akerblom will also continue to lead the firm’s Southern California practice as the OMP. She will be based out of Los Angeles. The move was effective Aug. 1.

Also, in the firm’s Atlanta office, David Sites has been admitted as International Tax Services partner. Andy Tarquinio was named PIC of the firm’s Melville, N.Y., tax practice. Those moves became effective Aug. 1. In the firm’s Denver office, Lori Davis has been named OMP. She was previously the OMP for the firm’s Wichita practice. She is succeeding Jim Burton, who has been named national partner of auditing methodologies. Those changes wee effective immediately.

Albany MP Loses Battle With Cancer

Arthur Place, MP of Arthur Place & Co. of Albany, N.Y., lost a valiant battle with cancer on Aug. 11.

Placee began practicing in public accounting in 1968 and founded Arthur Place & Company in 1980. Over the years he mentored many accountants and advised many individuals and business owners using a hands-on, creative approach, according to PrimeGlobal, the third largest association of independent accounting firms. Arthur Place & Co. is an independent member of PrimeGlobal.

PrimeGlobal World Board Chairman Edward A. Davis said in a statement, “Art loved his chosen profession and truly embodied the spirit of our association, establishing deep relationships that extended beyond work and were very personal. He was loved by all who knew him and was a shining example of getting the most out of life.”

In lieu of flowers, donations may be made to the Make-A-Wish Foundation of Northeast New York, 1 Mustang Drive, Cohoes, NY 12047 or to the Regional Farm and Food Project, Albany, 148 Central Ave., Albany, NY 12206. Online remembrances may be made at and email condolences may be sent to the family via firm partner Chris Cannucciari at

RI CPA Society Begins Training Program

The Rhode Island Society of CPAs has launched a program to provide young CPAs with real-world training to become business leaders. The program will feature several three-hour classes, beginning at the end of the summer. The program is spearheaded by CPAs David Lucier and John Ayers of Morgan Stanley Smith Barney. They serve on the RI Society of CPAs board of directors.

“It is not good enough to have technical skills and management tools, you have to be a mentor to people who work for you, and you have to know how to motivate people,” Lucier told CPA Practice Advisor. He also noted that a large number of CPA firms across the country are looking to merge or sell. That, he said, suggests there is an opportunity at hand for young professionals with the desire to lead. For more information about the Leadership Program, call the RISCPA office at 401-331-5720 or visit


Business Learning Institute Launches ‘The Bounce’

The most talented professionals want to know: What’s my career path with your organization, and how are you going to help me develop and advance. That’s according to the Business Learning Institute, which is launching a new curriculum called “The Bounce,” which maps critical competencies CPAs need for the future with the five major career steps in most firms (staff, supervisor, manager, senior manager/junior partner and partner).

“We are building these career curriculums mapped to courses that provides firms with a strategic and systematic way to approach succession planning and talent development,” said Tom Hood, CEO of the Business Learning Institute and the Maryland Association of CPAs. Learn more at

Wipfli Adds Four to Partnership

Milwaukee-based Wipfli (FY13 net revenue of $165.2 million) recently admitted Kevin Cherney, Lee Christensen, Vicki Johnson and Larry Lester to partnership.

With more than 20 years of accounting experience, Cherney specializes in serving the auto dealership industry. Christensen has over 27 years of experience in public accounting, specializing in serving financial institutions. Drawing from over 30 years of combined experience in public accounting and private industry, Johnson is the leader of the business advisory services group and the financial accounting outsourcing (FAO) services team for the firm’s Minnesota region. With more than 20 years of experience, Lester is a member of the firm’s health care industry practice, where he specializes in serving the senior living industry. With the addition of these four partners, the firm has a total of 142 partners.

Rudolph Named As OMP of Elliott Davis’ Richmond Office

W. Mark Rudolph has been tapped as OMP of the Richmond office of Greenville, S.C.-based Elliott Davis (FY13 net revenue of $60.8 million).

Rudolph will provide day-to-day office management while overseeing the execution of the firm’s strategic market plan. “We relocated our Virginia office to Richmond last year in order to be more centrally located to our clients across the state,” said Rick Davis, MP of Elliott Davis. “As our local leader, Mark will drive the next phase of our office’s expansion which will include additional practice growth and diversification initiatives.”

PwC Announces Changes to Leadership Team

New York-based PwC (FY12 net revenue of $10.2 billion) has announced creation of two new leadership roles. Dana Mcilwain, who has served as advisory leader responsible for the U.S. firm’s consulting, deals, and forensics services, will assume the new role of services leader. Tim Ryan, who has served as assurance leader, will assume the new role of markets, strategy, and stakeholders leader. Vin Colman, previously the firm’s East region vice chair, will now lead assurance practice and Miles Everson, previously financial services advisory leader, will now lead the advisory practice. Gary Price, previously the firm’s market MP in Greater Atlanta, will succeed John Carter, who will retire in June 2014, as the firm’s chief administrative officer and partner affairs leader.