INSIDE Public Accounting Appoints 2018 Advisory Board Members

INSIDE Public Accounting has named six accounting firm leaders to its 2018 Advisory Board. The mission of the Advisory Board is to assist The Platt Group / INSIDE Public Accounting in identifying new business opportunities, and expanding products and services to better serve current and future clients.

The 2018 Advisory Board members include:

  • Kelly Bernakevitch, Executive VP of Operations, Finance & International, Calgary, Alberta-based MNP LLP
  • Lynne Born, CEO, New York-based Perelson Weiner
  • Lori Colvin, Chief Marketing Officer, San Ramon, Calif.-based Armanino LLP
  • Cody Page, Chief Operating Officer, Peterson Sullivan of Seattle
  • Shaun Powell, Director of Finance, Columbus, Ohio-based GBQ Partners
  • Steve Williams, Managing Partner, HMWC CPAs & Business Advisors of Tustin, Calif.

Bernakevitch is a member of MNP’s executive team and is responsible for overseeing the firm’s international interests, procurement, operations, finance and real estate groups. He previously served as the Executive Vice President, Prairies, as well as Regional Managing Partner. He was an elected member of MNP’s Board of Directors and has chaired a number of committees.

Born focuses on strategic planning and go-to-market initiatives in a variety of niche, industry and service areas that drive Perelson Weiner’s business objectives forward. She has extensive expertise in professional service firm management, specifically in the financial services and high-net-worth arena. She specializes in succession planning, change management and the design of best-in-class leadership and development programs for next-generation career growth.

Colvin started with Armanino in 1999 and leads the marketing efforts for the core accounting, tax and consulting services along with the expanding services of information technology consulting and financial planning. She has more than 25 years’ experience in sales and marketing.

Page is responsible for overseeing the business operations of Peterson Sullivan across all departments and practice areas. He works closely with the administrative directors and managers responsible for human resources, IT, resource management, accounting, facilities and office services.

Powell, director of finance at GBQ, joined the firm in 2002. Always looking for ideas to save the firm money, improve its efficiency or to provide better benefits for its employees, he knows that a company is made up of more than just debits and credits – it’s made up of people.

Williams specializes in consulting services to medical practices, as well as tax and financial planning. He is PIC of two practices at HMWC CPAs: health care services and information and technology services. His tax and financial planning services include tax minimization strategies, retirement planning, planning and structuring for complex business/personal transactions, and estate planning.

The Platt Group, based in Indianapolis, was founded in 2006 by husband and wife team Mike and Kelly Platt. The highly regarded publication was formerly known as Bowman’s Accounting Report. Today, IPA features interviews with top leaders in the profession on all aspects of firm management, and annually ranks and analyzes data from the top 300 firms in the nation. The Platt Group is dedicated to helping firm leaders, and their firms, achieve their ultimate potential by researching the latest trends, benchmarking leading firms and working with leaders to share and garner knowledge.