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Salt Lake City Firm Joins BKD

Stayner Bates of Salt Lake City is joining Springfield, Mo.-based BKD (FY18 net revenue of $594.6 million) on June 1, BKD announced.

Stayner Bates specializes in assurance, tax, consulting and business valuation services, and has about 35 team members, including four partners. They will work from their existing office in Salt Lake City.

“With the addition of Stayner Bates, BKD has accomplished a long-standing goal of joining the Utah market,” says Jeff Ronsse, MP of BKD’s Colorado offices. “The combination enhances BKD’s resources and provides Stayner Bates with greater growth opportunities and market presence.” BKD CEO Ted Dickman adds, “Stayner Bates’ commitment to client service and true expertise will assist us in accomplishing our goals as we move forward.”

Steve Hanni, president of Stayner Bates, calls the union a win-win. “We’re happy to be joining BKD and using our industry knowledge and familiarity with this region to help better serve our clients and grow the firm.”

Last year, Rylander Clay & Opitz LLP of Fort Worth, Texas, and Loeb & Troper LLP of New York joined the firm. The firm also acquired a portion of the Wichita, Kan., audit and tax practices at Chicago-based Grant Thornton LLP and the financial institution practice of Harper & Pearson Company of Houston.

BKD, which ranked No. 12 on the 2018 IPA 100 list, has 38 offices in 17 states and more than 2,710 personnel, including more than 300 partners.

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BKD Announces 23 New Partners, Managing Directors

Springfield, Mo.-based BKD (FY18 net revenue of $594.6 million) has announced that 12 professionals have been admitted to the partnership effective June 1. In addition, 11 were promoted to managing director.

CEO Ted Dickman says, “While their respective transitions will bring new challenges, these seasoned professionals are well-prepared to take on the responsibility. We take great pride in shining a spotlight on outstanding individuals and their achievements.”

Partner

  • Scott Bormet, Transaction Services
  • Tim Eischeid, Chicago
  • Amy Frizzell, Wealth Advisors
  • John Griffin, Dallas
  • Jenifer Hitschmann, Wichita, Kan.
  • Justin Kensinger, Springfield
  • Matt Klauser, Transaction Services
  • Kieth McGovern, Kansas City, Mo.
  • Jennifer Sanders, Louisville, Ky.
  • Nate Scott, Omaha, Neb.
  • JoAnna Simek, Chicago
  • Chris Woosley, Louisville, Ky.

Managing Director

  • Brian Bell, HCPAS
  • Jeff Bodkin, Indianapolis
  • Heather Broyles, Wealth Advisors
  • Christie Clements, Enterprise Risk Solutions
  • Nicole Fishback, Indianapolis
  • Glenn Grigsby, Louisville, Ky.
  • Jason Jobgen, Cost Segregation Services
  • Troy Lindsey, St. Louis
  • Mike Summers, Indianapolis
  • Allen Wong, Houston
  • Tomi Yoshitomi, Indianapolis

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BKD Announces New MP for Dallas, Fort Worth & Waco

Todd Lisle

Todd Lisle has been appointed MP of the Dallas, Fort Worth and Waco, Texas, offices of Springfield, Mo.-based BKD (FY18 net revenue of $594.6 million).

Lisle succeeds Tom Watson, who has been appointed to regional MP for BKD’s South Region, effective June 1.

Lisle says he looks forward to building on the work Watson has done in the market. Watson says, “I’ve had the privilege to work with Todd as a fellow South Region managing partner and also on BKD’s governing board. I’ve always been impressed with his thoughtful approach and passion for building tomorrow’s leaders.”

CEO Ted Dickman says, “Todd has displayed outstanding passion and commitment to BKD’s Oklahoma offices, and I’m excited to see him further develop the Dallas, Fort Worth and Waco practice unit.”

Lisle previously was the MP for BKD’s Oklahoma City, Enid and Tulsa offices. He began his career with BKD when Lisle Compton joined the firm through a 2006 merger. Lisle has previously served two terms as a member of the firm’s governing board and is a three-time Most Admired CEO honoree by Oklahoma City’s The Journal Record.

BKD Names New Managing Partner

Carley Williams

Carley Williams has been appointed to MP of Springfield, Mo.-based BKD’s (FY18 net revenue of $594.6 million) Oklahoma City, Enid, Okla., and Tulsa, Okla., offices, effective Jan. 2. Williams succeeds Todd Lisle, who recently transitioned to the MP role for BKD’s Dallas, Fort Worth, Texas and Waco, Texas offices.

“Carley is a tremendously talented partner. I’m excited to see what new ideas he brings to the MP role to help take the Oklahoma practice unit to even greater heights,” said Lisle.

“I’m truly humbled and honored to be chosen to lead such a tremendous group of partners and employees who make up the Oklahoma team, and I’m thankful for the leadership Todd has provided to our practice unit and the successes we’ve achieved as a result,” said Williams. “I’m very passionate to continue building on Oklahoma’s success and to further develop the next generation of up-and-coming leaders.”

Williams has been a partner in the firm’s Tulsa office for more than eight years. Over his 20-year tenure with BKD, Williams has provided audit and advisory services to health care organizations across the country, which has helped define his deep industry expertise. He has served as the relationship manager for key BKD clients in the health care, manufacturing and distribution, higher education and not-for-profit industries, among others.

Loeb & Troper Joins BKD

Springfield, Mo.-based BKD LLP (FY18 net revenue of $594.6 million) announced that Loeb & Troper LLP of New York, will join the firm effective July 15.

“We want to extend a warm welcome to our new BKD team members,” says Ted Dickman, CEO. “Loeb & Troper’s commitment to client service will help us achieve our mutual goals as we move forward. In addition, their location in New York City—America’s financial capital—gives us greater access as a firm to key areas of our strategic growth, such as the private equity and capital markets.”

Loeb & Troper—which specializes in audit and consulting services for the health care, managed care, special needs, not-for-profit and education industries—will join BKD’s approximately 2,650 personnel and 280 partners. Their specializations match BKD’s strengths well, as both have a strong focus in health care.

“We are pleased to enter the New York City market with the talented Loeb & Troper team,” says BKD East Region MP Rob Pruitt. “They have been very successful building deep industry expertise by serving the health care and not-for-profit markets. We are excited to leverage the strong foundation they have been building since 1919.”

Loeb & Troper’s staff will stay at their current location on 655 Third Avenue, and the office will be led by BKD MP Ryan Reiff.

BKD Wealth Advisors Expands to Denver

Jack Thurman, president of BKD Wealth Advisors, a subsidiary of Springfield, Mo.-based BKD (FY17 net revenue of $564.4 million) announced the expansion of Wealth Advisors into Colorado. Justin Wheeler, a senior managing advisor, will relocate to serve clients from BKD’s new Denver location.

Justin Wheeler

Justin Wheeler

“We are excited for Justin to transition and expand our presence to Denver,” says Thurman. “He has been an important asset to our team and we believe he will continue to be one as we expand.”

Wheeler provides wealth management services to affluent families, foundations and small businesses and helps clients develop their goals into solutions. He is a Certified Financial Planner and a member of the Financial Planning Association®.

“We’re happy to have BKD Wealth Advisors expanding to our Denver office to better serve our clients and grow the firm,” says BKD Denver MP Jeff Ronsse. “This is certainly a win-win situation for all involved.”

Rylander Clay & Opitz Joins BKD

Springfield, Mo.-based BKD (FY17 net revenue of $564.4 million) CEO Ted Dickman announced that Rylander Clay & Opitz LLP of Fort Worth, Texas, will join the firm effective June 1.

“We want to extend a warm welcome to our new BKD team members,” says Dickman. “RCO’s commitment to their ‘Five Star’ client service model aligns perfectly with our standard of unmatched client service, and their True Expertise will help us achieve our goals as we move forward.”

RCO offers a variety of accounting and consulting services for clients across a broad range of industries and will join BKD’s approximately 2,650 personnel and 280 partners.

“With the addition of RCO, BKD will fulfill our strategic vision of having a presence in Fort Worth, the 16th largest city in the U.S.,” says Dallas, Fort Worth and Waco MP Tom Watson. “The combination capitalizes on RCO’s deep roots in the Fort Worth market and BKD’s wide range of audit and advisory services that RCO’s clients can now access.”

RCO will grow the overall capabilities of BKD’s South Region and its existing offices in Dallas, Houston, San Antonio and Waco, Texas. Staff will stay at their current location in Fort Worth, and the office will be led by RCO’s current MP, Rob Opitz.

“This is certainly a win-win situation for all involved,” says Opitz. “We’re happy to be joining BKD and are excited to bring enhanced career opportunities for our professionals and greater access to services for our clients.”

BKD Acquires Portion of Grant Thornton’s Wichita Operations

Springfield, Mo.-based BKD LLP (FY17 net revenue of $564.4 million) announced that they will acquire a portion of the Wichita, Kan., audit and tax practices at Chicago-based Grant Thornton LLP (FY16 net revenue of $1.7 billion) effective June 1.

“We want to extend a warm welcome to our new BKD team members,” says Ted Dickman, CEO of BKD. “Grant Thornton’s commitment to client service in Wichita, and its deep experience in this market, will help us achieve our goals as we move forward.”

This will grow the capabilities of both BKD’s North Region and its existing Wichita office.

“We are excited to welcome Grant Thornton staff members and clients to our office,” says BKD Wichita MP Bill Pickert. “The combination of our two practices allows us to enhance our service and provide even more long-term advancement opportunities to our combined staff. The Grant Thornton practice brings a deep bench of experience and capabilities to our team and a tremendous group of clients.”

The members of the Wichita team that BKD is acquiring from Grant Thornton—which includes one partner and 16 professionals—will join BKD’s local operations. With approximately 2,650 personnel and 280 partners, BKD provides a wide range of assurance, tax and accounting outsourcing services.

“BKD is an impressive firm with a sterling track record of quality client service; by adding members of our talented team, BKD will be even better positioned to serve the Wichita business community,” says Dan Powers, OMP of Grant Thornton in Wichita. “Grant Thornton will continue to provide professional services in Wichita.  This sale allows us to focus on providing core clients and industries with advisory, tax and audit services that are aligned to our market strategy.”

BKD Admits New Partners and Managing Directors

Springfield, Mo.-based BKD CPAs & Advisors (FY17 net revenue of $564.4 million) admitted new partners and managing directors, effective June 1.

“I want to congratulate our newest partners and managing directors on this major career milestone,” says Ted Dickman, CEO. “Both positions require significant personal and professional investment. The new responsibilities these leaders face will bring challenges, but I’m confident they’ll find innovative ways to transform them into opportunities.”

The newly admitted partners include:

  • Chad Back
  • Kristen Bright
  • Bryan Callahan
  • Tim Chitwood
  • Robb Conner
  • Michael Earls
  • Chad Garber
  • Michael Gerber
  • Scott Humphrey
  • Corey Jennings
  • Susan Jones
  • Lindsey Oakley
  • Juli Pascoe
  • Anthony Pasternak
  • Don Rawe
  • Erica Smith

The new managing directors include:

  • Bill Clark
  • Tod Eastlake
  • Denise Gros
  • Marcus Mitchell
  • Michael Pallas
  • Nancy Schoolman
  • Tammy Totzke

BKD Acquires Harper & Pearson Financial Institution Practice

Springfield, Mo.-based BKD CPAs & Advisors (FY17 net revenue of $564.4 million) acquired the financial institution practice of Harper & Pearson Company (FY16 net revenue of $15.6 million) of Houston, effective Jan. 9. Harper Pearson will continue to serve their clients under the Harper & Pearson name in other capacities.

“Harper & Pearson’s commitment to client service and true expertise will help us achieve our goals as we move forward,” says Ted Dickman, CEO of BKD.

“They have a strong reputation and will help us to expand our footprint in Texas. As the financial institution industry continues to experience consolidation, we believe the strength of the combined teams will better position us to serve our clients,” says Harper & Pearson Houston MP Kimberly McKay.

“This combination of talent and expertise positions BKD for the expansion of our dynamic financial institution practice both in Houston and around Texas,” says Debbie Scanlon, BKD’s south region financial services leader.