The Platt Group Expands Staff

The Platt Group, publishers of INSIDE Public Accounting, added three staff members this month: Mandi Heiny, executive administrator, Lee Morgan, director of analytics, and Chelsea Page, brand ambassador.

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Kelly Platt

“The Platt Group has been enjoying steady growth over the last few years, and adding additional talent to our team will help aid in the overall strategic growth planned during the next 12 to 18 months,” says IPA Publisher Kelly Platt. “We’re excited to welcome Mandi, Lee and Chelsea to the fold as we prepare for our next phase of expansion.

Heiny will serve as the company’s office administrator, working closely with clients, vendors and assisting the principals of The Platt Group, as well as overseeing the company’s accounting department. Heiny, who is pursuing an accounting degree, worked for more than eight years at Indiana Farm Bureau Insurance as a senior tax analyst. She lives in Indianapolis. She can be reached at mheiny@plattgroupllc.com

Morgan, along with Michael Platt, principal of The Platt Group, will be responsible for the annual IPA surveys and benchmarking report compilation. Morgan will assist with data analysis and providing online tutorials on best practices for completing the annual surveys, and how to extract data for future use, along with ongoing webinars covering key metrics garnered from the IPA surveys.

He last served as an assistant vice president, senior financial strategist and eServices team leader at the Federal Home Loan Bank of Indianapolis, where he worked for nine years. He has extensive financial and technical experience and is pursuing a doctoral degree in informatics at Indiana University’s School of Informatics and a Project Management Professional credential. He has also earned a master’s degree at Indiana University’s School of Informatics, an MBA at the University of Indianapolis and a bachelor’s degree in financial planning at Purdue University. He is a Navy veteran and lives in Zionsville, Ind. He can be reached at lmorgan@plattgroupllc.com.

Page will be responsible for expanding the company’s brand and product lines. She will oversee IPA’s social media presence and will work closely with participants in the annual Survey and Analysis of Firms, assisting them with their marketing, accolades and overall brand awareness stemming from the annual IPA survey. Page is a Purdue University graduate with a bachelor’s degree in public relations. She lives in Zionsville, Ind. She can be reached at cpage@plattgroupllc.com