Search Results for: Baker Tilly

Baker Tilly Adds New Partner to Commercial Practice in New York

Brian Francese

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Brian Francese has joined the firm and been admitted as a partner in the firm’s commercial practice.

Baker Tilly’s New York market leader Christine M. Fenske says, “His depth of knowledge in a variety of industries combined with his understanding of the New York metro market will make him an invaluable asset to Baker Tilly’s numerous commercial clients in this region.”

With over 13 years of experience, most of it specializing in privately held companies, Francese will focus on a variety of commercial clients. He will lead phases of audit and attest engagements including audits of annual consolidated financial statements, internal controls and other agreed-upon procedures.

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Baker Tilly Partner Jonathan Marks Joins AICPA Task Force

Jonathan Marks

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that partner Jonathan T. Marks has been appointed a member of the AICPA Forensic and Litigation Services (FLS) Fraud Task Force.

The FLS Fraud Task Force serves to foster growth in the Forensic and Valuation Services (FVS) section and increase CPAs’ recognition of forensic accounting services as a growing practice niche by identifying, collecting, developing and disseminating technical, industry, legislative and regulatory issues related to fraud prevention, detection and response.

Marks says, “I hope my extensive experience in the fraud and forensic space will help in identifying opportunities to enhance or develop practical solutions related to fraud prevention, detection and response that ultimately help address the risks facing today’s businesses.”

Marks is partner and leader in Baker Tilly’s FLVS practice. He has more than 30 years of experience working closely with clients, boards, senior management and law firms on global and cross-border fraud and misconduct investigations, including bribery, corruption and compliance matters.

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Baker Tilly Expands Philadelphia Life Sciences and Technology Practices with New Partner

Immanuel John K.

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Immanuel John K. has joined the firm and was admitted as a partner in the Philadelphia commercial practice. He will focus on the firm’s growing life sciences and technology industries.

John K. has more than 30 years of experience advising and auditing private and public companies in the following industries: technology, life sciences, professional services, medical devices, telecommunications, manufacturing and distribution. His experience includes advising and assisting clients in the IPO process and in secondary offerings.

“Immanuel’s experience as an advisor, auditor, thought leader and community advocate will greatly contribute to the growth and success of our firm in the Philadelphia market,” says Fred Massanova, Philadelphia MP and commercial practice leader.

John K. has authored many articles, frequently speaks at industry events and serves as the treasurer of the Philadelphia-Israel Chamber of Commerce.

In his previous position at a multinational accounting and consulting firm, John K. led the technology and life sciences industry practice in Philadelphia and the Northeast U.S. for several years. He also served as that firm’s national leader of the software and life sciences industry segments, advising companies on various business issues.

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Baker Tilly Admits 20 New Partners

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) admitted 20 new partners specializing in a variety of industries and services across the firm, effective June 1.

“Each of our new partners is a role model who demonstrates leadership and superior technical knowledge in their area of specialization,” says Baker Tilly CEO Alan Whitman. “We are proud of these new partners and look forward to them helping us become the advisory CPA firm of the future.”

Baker Tilly’s newest partners are:

  • Yunis Altahami, Assurance – Manufacturing and Distribution (Southfield, Mich.)
  • Carol Bolles, Assurance – Financial Services (Minneapolis)
  • Kevin Brandt, Consulting – Business Information Systems (Washington, D.C.)
  • Jeremy Chapman, Assurance – Commercial (Philadelphia)
  • Ashley Deihr, Consulting – Risk, Internal Audit and Cybersecurity (Washington, D.C.)
  • Brigid Elliott-Boger, Tax – Baker Tilly Advantage (Madison, Wis.)
  • Jennifer Finger, Assurance – Manufacturing and Distribution (Chicago and Houston)
  • Paul Frantz, Assurance – State and Local Government (Milwaukee)
  • Shanté George, Consulting – Forensic, Litigation and Valuation Services (New York)
  • Patrick Heavens, Assurance – Health care (Philadelphia)
  • Andrea Jansen, Assurance – State and Local Government (Madison)
  • Zachary Keenan, Assurance – Manufacturing and Distribution (Allentown, Pa.)
  • Amanda Klein, Consulting – Enterprise Transformation Services (Milwaukee)
  • Joseph McCaffrey, Consulting – Government Contractor Advisory Services (Washington, D.C.)
  • Tracey Nguyen, Consulting – Transactions (Philadelphia)
  • John Romano, Consulting – Risk, Internal Audit and Cybersecurity – Financial Services (Philadelphia)
  • Donna Scaffidi, Tax – Specialty Tax (Milwaukee)
  • Christopher Schmidt, Assurance – Commercial (Appleton, Wis.)
  • Renee Schwartz, Tax – Construction and Real Estate (Minneapolis)
  • Mallory Thomas, Consulting – Risk, Internal Audit and Cybersecurity (Minneapolis)

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Baker Tilly Makes Leadership Changes

Monica Modi Dalwadi

Monica Modi Dalwadi

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) has announced three leadership changes.

Monica Modi Dalwadi has been selected to serve as MP for the Washington, D.C. market effective June 1. She is succeeding Todd Stokes, who has been appointed to lead the firm’s people strategy.

“Monica brings an impressive background in consulting and a fresh perspective as managing partner of the metro D.C. market,” says Stokes. “Her passion and commitment to our clients and our people along with her willingness to try new things will serve her well in her new role.” The office is located in Tysons, Va., and has more than 400 team members.

Todd Stokes

Todd Stokes

Dalwadi, in her new role, will provide leadership, management and strategic direction for the firm’s metro D.C. market. She will continue serving clients focusing on internal auditing, risk assessment, fraud and forensics reviews and strategic consulting on a wide range of business issues. Dalwadi serves on numerous Baker Tilly committees and serves as a board member for various nonprofit organizations.

Stokes, in his new role, will lead a team to drive leading-edge practices in recruiting, learning and talent management and workplace culture. Stokes will be “laser-focused” on creating talent strategies at all career stages that anticipate and adapt to the future of work, the firm says. Last year, he was recognized by the Washington Business Journal as one of America’s top influencers in finance.

Baker Tilly CEO Alan Whitman called him a “creative leader,” and notes that his business acumen and curiosity push boundaries and challenge assumptions.

Fred Massanova

Fred Massanova

Additionally, the firm appointed Fred Massanova to serve as MP for the firm’s Philadelphia market. Effective June 1, Massanova will succeed Jeffrey Ferro, who will continue in his role as Baker Tilly’s East region MP.

“Fred is uniquely positioned for continuing our success in the Philadelphia marketplace,” Ferro says. “His strong relationship skills, commitment to the Philadelphia community and overall leadership will continue to be a significant asset to our Philadelphia market and firm.”

In his new role, Massanova will have responsibility for providing leadership, management and strategic direction for the firm’s Philadelphia market. He will continue serving clients and leading the firm’s Philadelphia commercial practice as well as Baker Tilly’s East region private equity practice.

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Baker Tilly Names Lynette Stolarzyk Specialty Tax Leader

Lynette Stolarzyk

Lynette Stolarzyk

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) has announced that principal Lynette Stolarzyk will lead the firm’s new specialty tax group.

In her new role, Stolarzyk will be responsible for driving growth and expanding the capabilities of Baker Tilly’s specialty tax group, which brings together the practices of international tax, IRS practice and procedures, methods and credits, and state and local tax.

Joseph C. O’Neill, Baker Tilly MP of tax services, says, “Bringing together these technically complex practice areas within a firmwide specialty tax group provides our clients with distinctive, value-added tax services, helping them solve complex business problems and interpret evolving rules and regulations.”

Stolarzyk has extensive experience providing tax consulting and compliance services for public and private companies, as well as historic experience in academia as a senior lecturer and director of professional programs in accounting at the University of Wisconsin, Madison. Over the last 20 years she has served as both advisor and client, which gives her a full perspective on how specialty tax services can help clients. Last year, she was named to Finance and Commerce’s Top Women in Finance and Minnesota Business Magazine’s Women Who Lead.

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Baker Tilly Partner David Duffus Appointed President of Nonprofit

David Duffus

David Duffus

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announced that partner David Duffus has been appointed president of the Pittsburgh chapter of the Turnaround Management Association (TMA).

TMA is a global non-profit organization comprised of turnaround and corporate renewal professionals with 9,000 members in 49 chapters, including 32 in North America. TMA members are a professional community that seeks to strengthen the global economy by working to save distressed businesses, and help companies manage the challenges and avoid pitfalls in the future.

“It is an honor to be named president of TMA Pittsburgh,” Duffus says. “I will work closely with TMA Pittsburgh members and TMA Global to ensure that our influence on the restructuring industry and community continues to grow in both value and importance.”

Duffus specializes in applying forensic accounting techniques for damage analysis and valuations. Additionally, he provides services related to forensic investigations and frequently serves as an expert witness in federal and state court and in alternative dispute settings.

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Baker Tilly Partners with Visual Lease

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces a partnership with leading lease accounting and management software provider, Visual Lease. The enterprise level lease accounting software provides:

  • Flexible, cloud-based lease accounting software
  • Compatibility with all lease types
  • Highly efficient automated lease accounting
  • Ability to import lease data
  • Classification of leases with an automated lease test
  • Automated lease calculations, journal entries and disclosures
  • Easily configurable Excel-based reporting

The new ASC 842 standard on accounting for leases changes the financial reporting obligations of companies that enter into leasing transactions for assets such as real estate, vehicles and equipment.

“This scalable solution offers exceptional value by creating efficiencies for clients who want a user-friendly solution for high-volume lease portfolios,” Jere Shawver, Baker Tilly’s MP of assurance and risk, says. “They need to comply with the new ASC 842 standard, but without this solution they would have to manually account for their leases, driving up their internal costs and reducing available resources to complete high value projects.”

Marc Betesh, CEO of Visual Lease, says, “By implementing the Baker Tilly / Visual Lease solution, companies can quickly comply with the new lease accounting standard through a proven solution that combines a leading lease administration software solution with excellent implementation and consulting support from a top firm in the industry. In the end, Baker Tilly’s clients will have improved financial and operational control over their leases.”

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Baker Tilly Expands Health Care Practice

Jennifer Schwalm

Jennifer Schwalm

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Jennifer Schwalm has been admitted as a partner in its health care practice.

Schwalm has more than 25 years of experience in health care and senior services. She will serve as Baker Tilly’s senior services sector leader.

“Her vast industry experience will help our clients confront the challenges of today and develop strategies for the future,” says Mark Ross, Baker Tilly’s national health care firm leader.

Schwalm will work with senior services providers to develop and execute strategic plans; facilitate merger, acquisition, partnership, and affiliation discussions and transactions; enhance their market positioning and alignment with health care systems; identify and implement operational changes that accommodate efficiencies, and analyze the financial impacts of expansion, renovation and repositioning projects.

In her previous position as chief mission development officer with Masonic Villages of the Grand Lodge of Pennsylvania (MV of PA) and president of Ashlar Creative Solutions, a subsidiary of MV of PA, Schwalm was responsible for evaluating, developing and implementing strategic initiatives to grow the organizations while supporting their core mission.

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Baker Tilly Expands Further into Texas Market with Merger

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million), the 13th largest accounting firm in the country, has announced a merger with  Plano, Texas-based Montgomery Coscia Greilich (FY17 net revenue of $54 million).

The combination is expected to finalize on June 1, and is seen as way to expand the firm’s presence in Texas, where the firm already has office in Houston, Dallas, Austin and Fort Worth.

Alan Whitman, Baker Tilly CEO, calls Montgomery Coscia Greilich (MCG) one of the fastest-growing firms in the country – “a real testament to their progressive culture, innovative approach to business and deep-rooted relationships.”

Baker Tilly says MCG’s expertise in assurance, tax services, sales and use tax, and consulting services complement its own industry specializations in manufacturing and distribution, private equity, health care, real estate and international services.

“There is genuine respect and a strong cultural alignment between MCG and Baker Tilly,” MCG MP Gary Boyd said in a statement. “Each firm has an entrepreneurial spirit that brings together exceptional talent and complementary skillsets with a focus on people and a commitment to maximizing client value.”

Allan Koltin, CEO of Koltin Consulting Group, who advised both firms in the deal says MCG is a firm that has grown quickly through organic growth. “Equally impressive is the outstanding talent and leadership they have been able to attract. Baker Tilly is well on their way to becoming a national powerhouse – while keeping their entrepreneurial culture and passion for serving clients. These fundamentals shared by MCG are ultimately what brought the two firms together.”

Last fall, the firm expanded to Houston by merging in MiddletonRaines+Zapata. In August, Baker Tilly merged in RGL Forensics, a global financial investigations and forensic accounting firm. Earlier this month, Baker Tilly announced a three-way combination with municipal advisory firms Indianapolis-based H.J. Umbaugh and Associates (FY17 net revenue of $24.2 million) and Springsted Inc., which has eight offices around the country.