Archives for July 2016

PrimeGlobal Announces First Female Appointment to World Board of Directors

Bert Mills

Bert Mills

PrimeGlobal North America is pleased to announce that the association named two new North American members to its World Board of Directors, including the first woman to sit on the board.

The following people have already actively assumed their new roles in the global governance of one of the top five largest associations of independent accounting firms in the world – Bert Mills, MP of Moore Colson of Marietta, Ga. and Elaine Pantel, partner of Shimmerman Penn of Toronto, Ontario, Canada. As of June 2016, the association was comprised of approximately 300 highly successful independent public accounting firms in 85 countries.

Elaine Pantel

Elaine Pantel

“We are delighted to welcome two new members to the board of directors. They both offer visionary and diverse thought leadership and will be influential to the association,” says Kevin Mead, president and CEO of PrimeGlobal. “We are grateful to have their strategic insight and diverse perspectives, as our association expands and evolves, to meet the demands of the accounting community and its clients around the world.”

Additionally, the association extended its thanks and regards to the following retiring World Board members, whose insights were of tremendous value during their tenure: Brian Mandell-Rice, Retired MP of Denver-based Hein & Associates and Rick Fisher, partner of Berntson Porter of Bellevue, Wash.

“It has been a privilege to serve with these gentlemen and to benefit from their vision and guidance as the association experienced growth,” says Tim Davidson, chairman, PrimeGlobal World Board of Directors.

LBMC Announces Leadership Moves

Janice Sansing

Janice Sansing

Brentwood, Tenn.-based LBMC (FY16 net revenue of $84.4 million) has announced executive leadership appointments to bolster strategic initiatives centered on client service and company growth.

The company, which recently surpassed 500 employees, brought in physician practice tax leader Janice Sansing from Elliott Davis Decosimo effective July 1. She brings with her a team of six, further enhancing LBMC’s health care expertise as the firm expands to accommodate the vast growth in this arena.

Jeff Drummonds, CEO of LBMC, says, “Their leadership, commitment and expertise and their comprehensive capabilities align with our core values attracting the best clients by providing solutions offered by the industry’s best talent. That is what has made LBMC the firm of choice in Tennessee and we look forward to what these additional team members will do in the future in Knoxville.”

Sansing directs and assists physicians and physician practices with tax and accounting needs in the ever-changing landscape of health care tax. She has more than 30 years of experience providing tax compliance and planning services for physicians and their practices. She also coordinates personal tax planning with individual physicians and advises medical clients in determining the allocation of income among physicians in group settings, and serves clients in the areas of physician group mergers and sales.

“After being with LBMC for a few weeks, it has become obvious that our desire to connect with an established firm with an outstanding platform of service offerings has been met,” says Sansing. “That our client base, including health care and physician services, fits well within LBMC’s family of companies causes me to believe that we have found a perfect partner – a larger, well-equipped partner – to help ensure that our clients maintain continuity of service for decades to come.”

Cherry Bekaert Admits Brady as Partner

Matthew Brady

Matthew Brady

Richmond, Va.-based Cherry Bekaert (FY16 net revenue of $164.2 million) announces that Matthew Brady has been as admitted as a tax partner.

Brady was previously a senior manager with the firm. Sharing time between the firm’s Richmond and Virginia Beach, Va., practices, Brady guides international, multi-state large corporations and high-net-worth individuals with tax planning and compliance matters.

He is a member of Cherry Bekaert’s THInc practice and serves clients within Cherry Bekaert’s industrial and government contractor services groups, specializing in large corporate and pass-through entity tax compliance with added focus on state and local taxes, credits and incentives, and tax provisions (ASC 740).

“Matt’s background and skills reflect the quality tax services Cherry Bekaert has offered for almost 70 years,” says Kurt Taves, MP of tax services. “I look forward to collaborating with Matt in advancing the firm’s tax service line, as well as in providing tax solutions tailored to our clients’ needs.”

Throughout Brady’s 11-year career, he has handled diverse issues with respect to accounting for income taxes, international and multi-state tax compliance, research and development tax credits, cost segregation studies, and Internal Revenue Service and state audit defense, and domestic production activities deductions.

Skoda Minotti Announces Promotions

Marilea Campomizzi

Marilea Campomizzi

Cleveland-based Skoda Minotti (FY15 net revenue of $50.1 million) has announced promotions of Marilea Campomizzi and Bob Goricki.

Campomizzi now serves as a principal in the accounting and auditing department. She is focused on driving value for her clients; continuing to find ways to increase their economic and strategic opportunities. With over 10 years of experience, she is responsible for supervising and managing audits, reviews and compilations in various industries.

Bob Goricki

Bob Goricki

Goricki has been promoted to director of digital marketing. Joining the firm in 2006, he assists clients in implementing and managing online marketing programs focused on building awareness and customer acquisition.

“Marilea and Bob have both demonstrated exceptional client service and teamwork, and we are proud to announce their promotions,” says Gregory Skoda, chairman. “Their hard work will continue to be an asset in helping their clients build and grow their businesses.”

BKD Admits Santner as Partner

Isabel Santner

Isabel Santner

Springfield, Mo.-based BKD (FY16 net revenue of $537.6 million) has admitted Isabel Santner as a partner.

She has worked for more than 17 years in tax and business consulting and is a member of BKD’s national construction and real estate group. She won the 2015 BKD PRIDE Award, which honors individuals who exemplify BKD’s PRIDE values in extraordinary ways. Winners are nominated by their peers within the firm.

Santner is a graduate of Manchester University, North Manchester, Ind., with a bachelor’s degree in accounting and master’s degree in accounting.

PYA Names Physician to its Executive Team

Dr. Amy Mechley

Dr. Amy Mechley

Knoxville, Tenn.-based PYA (FY15 net revenue of $39.5 million) has announced that Dr. Amy Mechley has been named to its executive team.

A board-certified family practice physician licensed in the state of Ohio, Mechley has led primary care transformation as medical director for a nationally recognized health care system, and serves with the Ohio Governor’s Office of Health Transformation on the task force for patient-centered medical homes (PCMH) redesign for Ohio providers.

According to PYA President Marty Brown, “Dr. Mechley’s addition to our firm will enhance the quality and diversity of our service offerings. With an extensive background in health care transformation, she will take a prominent role in helping develop our value transformation services, and will assist clients with their value transformation projects.”

Mechley’s experience also includes service as a PCMH model design team member and PCMH provider advisory team member for the state of Ohio; providing clinical innovation mentoring for startups in digital health and wellbeing; providing mentoring for peers in both clinical and non-clinical settings; supervising a Comprehensive Primary Care initiative in a national demonstration project for multiple practices and physicians; designing and piloting behavioral change software to be used in patient health promotion and population health applications; and serving as a partner at a 12-clinician independent primary care practice.

“It was important for me to align with an organization that matches my dedication to quality of care and innovation in health care,” says Mechley. “I am happy to have found both in PYA. I look forward to collaborating with PYA’s outstanding team of health care professionals and assisting clients and colleagues as they implement care transformation in their practices.”

DeLeon and Stang Partner Earns Firm Administrator Award

Jeanie Price

Jeanie Price

Jeanie Price, partner and director of administration at Gaithersburg, Md.-based DeLeon and Stang CPAs and Advisors has been recognized as the top CPA firm administrator in the nation.

Price, an Accredited Administrator in Accounting Practice Management (AAAPM), was announced as the recipient of the CPA Firm Management Association’s Ace Administrator Award at CPA FMA’s national conference in Baltimore in June.

DeLeon and Stang co-founder Richard Stang, in nominating Price for the award, says that having Price oversee firm operations and engage in client development and business development has freed up his time and that of all the partners, so they can focus more on client service.

Talent development is valued at DeLeon and Stang, and Price has been a key part of that strategy. “Jeanie’s involvement on our learning and mentoring committee has been strategically significant to DeLeon & Stang this year,” says Stang, noting Price is a member of the AICPA’s Private Company Practice Section. He adds that she encourages everyone at the firm to teach as well as learn, beyond the required CPE. “She has driven the firm to make hiring decisions and create mentorships based on the longevity of the firm beyond the careers of its founding partners.”

One of the most valuable – and often scarce – commodities in professional and personal lives is time. CPAs, CFOs and other professionals, feeling challenged just to ‘keep up’ in these fast-changing times, can sometimes put off planning for the future. Jeanie Price makes sure that doesn’t happen, the firm announced.

“Jeanie keeps the other partners moving forward even as we grow weary of taking time to meet about strategy instead of serving clients and working billable hours,” says Stang, who adds, “Because she takes time to orchestrate all of this, the firm has gained bigger clients and the talent pool has grown in size and breadth.”

Somich Joins Baker Tilly


Michael Somich

Michael Somich

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522.3 million) welcomes Michael Somich, Duke University and Health System’s former executive director of the Office of Audit, Risk and Compliance, to the firm’s advisory practice.

“Mike’s leadership experience in transforming Duke’s internal audit function into a valued strategic partner and effectively integrating risk and compliance management into senior leaders’ critical daily decision-making further strengthens Baker Tilly’s ability to bring innovative and impactful solutions to our higher education and health care clients,” says Raina Rose Tagle, Baker Tilly’s higher education advisory services leader.

Somich served in the Office of Audit, Risk and Compliance for almost 12 years, reporting to the three chairs of the board committees focused on internal audit, risk and compliance at Duke University, Duke University Health System and DUMAC Inc. During his time at Duke, Somich established an integrated compliance and risk management governance approach and framework, and advised leaders on critical risk issues and responses.

“The perspective Mike has gained while serving as a key advisor to leaders of a prestigious and complex research institution will help our clients to navigate the complexities they face on a daily basis,” Rose Tagle says.

“I am excited to join Baker Tilly and have the opportunity to work for a premier higher education and health care consulting practice where I can make an impact on risk and compliance programs,” says Somich, a frequent public speaker and industry luminary.

PKF O’Connor Davies Names Perri to Top HR Job

Dawn Perri

Dawn Perri

New York-based PKF O’Connor Davies (FY15 net revenue of $123 million) has announced that Dawn Perri has been named chief human resources officer.

PKF O’Connor Davies has added more than 150 professionals during a period of unprecedented growth over the past two years. Perri’s hire reinforces the firm’s commitment to attracting and retaining top talent to best serve the needs of its growing client base.

“Talent is the key to winning in the professional services space and we’re thrilled to have Dawn help us continue to build out one of the industry’s best teams,” says MP Kevin Keane. “She brings proven expertise in talent management and in building out a top-notch HR function. Her hire is the latest step in our growth process as we continue to expand our client base and drive greater value in every engagement and every interaction with clients and associates.”

Prior to joining PKF O’Connor Davies, Perri spent more than 25 years managing human resources departments at several accounting and law firms in New York City, where she refined her skills in employee relations, conflict resolution, policy development and compensation planning and administration. She most recently worked at a large regional accounting firm as senior human resources manager, overseeing 450 employees.

“The firm has earned a reputation as one of the industry’s most highly respected organizations not only for the value it delivers to clients but for the atmosphere it has created for its professionals,” Perri says. “I’m excited to bring my expertise to the team to help build on the firm’s success.”

Oliveri of Grassi & Co. Announced as the Secretary/Treasurer of CICPAC

Carl Oliveri

Carl Oliveri

Carl Oliveri, PIC of the construction practice of New York-based Grassi & Co. (FY16 net revenue of $52.9 million), has been named the secretary/treasurer of the Construction Industry CPAs/Consultants Association (CICPAC) effective Aug. 1.

CICPAC is a national association of accounting firms that serve more than 9,000 construction companies by providing educational programs and opportunities for members to engage through various technology avenues, as well as in-person events. Membership is exclusive to those who demonstrate proficiency in construction, according to their website.

“Being an integral part of such an exclusive association of national construction accountants is a great honor for me. It is a testament to the Grassi & Co. brand and the clients we serve,” says Oliveri. “I look forward to my service to CICPAC and continuing to bring cutting edge solutions to the Grassi & Co. construction clients.”

Oliveri possesses over 18 years of experience working with clients in the construction industry, particularly with regards to financial statement preparation, income tax preparation, cash flow and operations forecasting as well as litigation and cost claim support with related negotiations.