Search Results for: Moore North America

Moore North America Appoints New Regional Director

Brendan Quirk

Moore North America has brought on Brendan Quirk as its regional director, responsible for almost 40 firms in the association spanning the United States, Canada and Mexico.

Quirk, who will also join the Moore North America executive team, is a CPA who has spent the past decade as a regional leader for Latin America with RSM.

“Brendan’s arrival marks a major step forward for Moore North America,” says chairman Tony Caleca. “He brings a wealth of experience in building associations, developing services and encouraging collaboration.”

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Moore North America Adds Landa Umpierre

Moore North America has accepted San Juan, Puerto Rico-based audit and tax firm Landa Umpierre as its 37th North American member.

“We are pleased to welcome Landa Umpierre into the Moore network,” says Moore Global CEO Anton Colella. “Their experience and expertise in the San Juan community, and throughout Puerto Rico, will be crucial to addressing client needs and enhancing member growth.”

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Moore North America Recognizes New Graduates of Dynamic Growth Academy

Moore North America recently completed the second program of its Dynamic Growth Academy (DGA) with 14 graduates from eight firms. The DGA features leadership and business development training from The Center for Character-based Leadership (CCBL) and LVG Advisors, as well as individual coaching, peer coaching and mentor support.

“We found this group to be exceptionally motivated and engaged to grow as leaders,” says the CCBL’s Kateri Topitzhofer. “They took risks to get out of their comfort zone, asked for honest feedback, tried new behaviors and integrated learnings from their efforts.”

This year’s DGA graduates are:

  • Todd Britt, HCVT
  • Jason Buhlinger, Brown Smith Wallace
  • Cathy Davis, MSPC
  • Fahad Haddad, Topel Forman
  • Julie Helms, Lurie LLP
  • Kiley Judge, Doeren Mayhew
  • Naoko Lech, CDH
  • Patrick McGuire, Brown Smith Wallace
  • Jason Montgomery, Segal LLP
  • Angela Remington, Lurie LLP
  • Bill Runowski, Topel Forman
  • Bianca Sarrach, Brown Smith Wallace
  • Josh Wilson, HCVT
  • Katie Zahner, Brown Smith Wallace

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Moore North America Launches U.S. National Tax Office

The accounting firm association, Moore North America (Moore NA), has collaborated with member firms to launch a U.S. national tax office.

The office will provide members and their clients with access to deeper tax knowledge across multiple tax specialty areas. It is comprised of tax partners and senior-level staff that will work collaboratively with Moore member firms and shared clients.

“In today’s environment, where our clients are facing change faster than ever before, we want to collaborate with Moore member firms to provide responsive, in-depth expertise that differentiates us,” says Moore Global CEO Anton Colella.

San Ramon-based Armanino LLP (FY18 net revenue of $267.2 million) was the driving force behind this initiative, Moore NA announced. St. Louis-based Brown Smith Wallace (FY18 net revenue of $50 million) and Maple Grove, Minn.-based Global Tax Network US (FY18 net revenue of $15.4 million) have provided tax professionals in property tax and expat tax services, respectively, to assist members. The office expects to grow in resources and incorporate more members as the program continues.

“Since Moore members already collaborate on a regular basis, the office is meant to supplement those efforts,” says Moore NA CEO Tony Szczepaniak. “We hope the addition of these resources can help our members continue to grow and thrive alongside their clients.”

In addition to collaboration, the office seeks to increase communication and education among members. Through tax alerts, events and webinars, the office provides members with the increased confidence that no matter what issues or questions clients are facing, they have the answers and resources readily available.

The regular communications will provide expanded insights into emerging legislation, including strategic tax opportunities across state, national and international jurisdictions and the impact of new tax pronouncements.

Moore NA is one of eight regional members of Moore Global Network Limited.

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Moore North America Announces Tony Caleca as Chair, Appoints Three New Members to Executive Board

Matt Armanino

The accounting network Moore North America (Moore NA), one of eight regional members of Moore Global Network Limited (MGNL), has voted for three new members to join the Moore NA executive board.

“Our membership in Moore has been invaluable,” says Matt Armanino, CEO at San Ramon, Calif.-based Armanino LLP (FY18 net revenue of $267.2 million). “It has allowed us to expand our relationships and capabilities across the network. As a board member, I look forward to helping Moore continue to differentiate itself as client-centered organization during this time of incredible change in our profession.”

In addition to Armanino, Moore NA appointed the following board members, effective Jan. 1: Alan Badey, president and MP of the headquarters office at New York-based Citrin Cooperman (FY18 net revenue of $277 million), and Greg Hutchins, partner at Los Angeles-based Holthouse Carlin & Van Trigt (FY18 net revenue of $150 million).

Alan Badey

“Citrin Cooperman has been a member of Moore NA for almost a decade during which I have seen both our firm and the network evolve alongside each other,” says Badey. “I am proud to have been appointed to the board of Moore NA and am looking forward to working together on opportunities to focus on the future for us, our clients and communities.”

Hutchins says, “As a board member, my goal is to help drive more effective collaboration and knowledge sharing among our member firms. We learn from each other, regardless of the size of the firm, and that is the power of the association.”

Greg Hutchins

Tony Caleca, MP at St. Louis-based Brown Smith Wallace (FY18 net revenue of $50 million), has ascended to the role of chair, following his previous role of vice chair of the board.

“As chairman of Moore North America, I look forward to collaborating with Moore leaders across North America and the world in serving our colleagues and our clients with transformative and innovative strategies,” Caleca says.

Tony Caleca

“With the guidance of Tony and the addition of our new members, I am certain this board will bring new and exciting insights and perspective to help members thrive,” says Tony Szczepaniak, CEO of Moore NA.

Leaving the board is Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY18 net revenue of $63.6 million) and Andy Armanino. Since stepping down from his role of CEO and MP of Armanino at the end of 2018, he has served on the Moore Global board and will succeed Richard Moore as Moore Global chairman on Jan. 1.

Moore NA’s 39 member firms in the United States, Canada and Mexico have over 120 offices and eight member firms on the INSIDE Public Accounting Top 100 Firms List.

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Moore Stephens North America Rebrands

Moore Stephens North America has become Moore North America.

The change is part of a wider rebrand of the Moore Stephens global accountancy and consultancy network, of which Moore Stephens North America is a regional member. The rebrand includes a new logo, visual identity and brand positioning.

Moore North America CEO Tony Szczepaniak says, “Our North American members have always exemplified the values of Moore Stephens, and this updated identity helps us better communicate those strengths. We present our new brand position – “Helping you thrive in a changing world” – to our members and their clients to ensure we’re doing our best to help them succeed today and tomorrow. It’s more than a brand…it is our message to the world that we’re here and we care.”

Moore Global CEO Anton Colella says the new brand means the following for clients: “In our changing world, business is increasingly conducted internationally and digitally. Everyone must adapt.”

He adds, “So as we look to the future, our brand honors our Moore Stephens heritage, reflecting the strengths that clients have, and can always expect from us: straightforward advice, high quality, and the passion we bring every day to our belief that relationships with clients are about much more than simply a job.”

Moore is an international network of more than 260 independent firms in 112 countries and a professional community of more than 30,000 people.

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Moore Stephens North America Announces Award Winners

The accounting association Moore Stephens North America (MSNA) has announced the winners of its second annual MSNA awards that recognize significant contributions to the advancement of the organization.

The winners were announced recently at the MSNA Spring Conference in Chicago.

The 2019 Collaboration Award was presented to the team at Beene Garter of Grant Rapids, Mich. (FY18 net revenue of $14.5 million).

“Over the years, Beene Garter has been a firm that consistently collaborates in areas we are both working in, as well as areas each other may be exploring,” says Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million).

Moore Stephens Award Winners

Caleca notes the regular collaborations in audit and tax, as well as the opportunities Beene Garter has made possible through the sharing of new software and processes. With a “what can we do to help” approach, their eagerness to collaborate has led to great referrals and additional business on both ends.

The 2019 Improvement Award was presented to the team at Vancouver, British Columbia-based DMCL. DMCL has grown by more than 40% in the past three years, and the firm plans to continue serving the community as the largest independently owned accounting firm in the Lower Mainland.

The 2019 Innovation Award was presented to the team at Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million). Through its weekly comedy program, “The Breather,” DGC has introduced a form of stress release through these four-minute videos, while also helping their growing firm get to know their coworkers a little better. With a huge impact on company morale, these videos prove the different ways that innovation can help move firms forward.

“While our members have seen substantial growth and success across the board, we feel it’s important to highlight those firms and individuals who have gone above and beyond,” says MSNA CEO Tony Szczepaniak. “We are proud to acknowledge their accomplishments and give them the accolades they deserve.”

Employees from member firms nominated the individuals, teams or firms the awards, with winners selected by the MSNA Executive Office.

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LeaseCrunch Partnering with Moore Stephens North America

The lease accounting software company LeaseCrunch has announced that it is now a strategic partner of Moore Stephens North America (MSNA).

“In addition to delivering an expanded distribution channel for LeaseCrunch software to over 40 firms with more than 150 offices and nearly 7,000 professionals, the program offers LeaseCrunch the ability to partner with Moore Stephens North America member firms by providing products that are integrated into their member client solutions,” says Joel Hess, principal at LeaseCrunch.

“We’re always looking to deepen our bench, and LeaseCrunch delivers solutions to problems our members have faced in the past, and the tools to help them plan for the future,” says Laura Metz, MSNA marketing and communications manager.

The LeaseCrunch software is customizable to the size of the company and enables the accounting firm to either act as bookkeeper or set clients up within the system to manage their own lease portfolio. LeaseCrunch is designed to reduce the time it takes clients to prepare for an audit and for CPA firms to perform the audit.

MSNA has 43 member firms in the United States, Canada and Mexico, with 130 collective offices in most major North American markets and nine member firms on the INSIDE Public Accounting Top 100 Firms list.

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Moore Stephens North America Appoints Three New Board Members

Bruce Zicari

Bruce Zicari

Members of Moore Stephens North America (MSNA) have voted in three new members to join the MSNA Executive Board.

“The Bonadio Group has been proud to be part of the MSNA Team for over two decades, delivering great value to our firm, our people and our clients,” says Bruce Zicari, incoming MP at Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million). “I am honored to be appointed to the MSNA Board and look forward to working with my fellow board members, as well as the member firms, to collaborate, innovate and improve.”

In addition to Zicari, Patrick Fuelling, partner at Troy, Mich.-based Doeren Mayhew & Company (FY17 net revenue of $72.6 million), and Dan Natale, managing partner at Segal LLP of Toronto, Ontario, joined the board, effective Jan. 1.

Patrick Fuelling

Patrick Fuelling

“At Doeren Mayhew, we see the benefits of being a member firm with Moore Stephens on a daily basis. Leveraging a network of specialized resources across the globe has helped us gain opportunities we might not have otherwise been able to,” says Fuelling.

Natale says, “Since joining MSNA, Segal LLP has developed strong, mutually rewarding relationships with member firms across the association and I look forward to working with my colleagues on the board to help MSNA and its members meet our goals.”

The executive board is democratically elected by their peers to set the direction for North America, so clients are assured the same professional standards and quality services are provided everywhere.

Dan Natale

Dan Natale

“Each new board provides a unique set of insights and perspectives to propel our association forward, and the addition of Bruce, Pat and Dan will certainly keep that momentum going,” says Tony Szczepaniak, chief executive officer of MSNA.

The executive board consists of nine members. In addition to Zicari, Fuelling and Natale, Andy Armanino, MP of San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million), and Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million), will remain as chair and vice-chair, respectively. Also retaining their seats on the board are Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY17 net revenue of $59.6 million), Rick Davis, CEO of Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million), Cheryle Burke, COO of Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million) and Beth Leonard, MP of Lurie LLP of Minneapolis (FY17 net revenue of $28 million).

Leaving the board is Greg Hutchins, partner at Los Angeles-based Holtin Carlin & Van Trigt (FY17 net revenue of $135.9 million).

Moore Stephens North America Announces Marcil Lavallée As New Member

The accounting association, Moore Stephens North America (MSNA), has announced the addition of the Candian firm Marcil Lavallée to the MSNA association. Marcil Lavallée joins the 39 member firms that make up MSNA, with over 110 offices in most major North American cities.

Marcil Lavallée was founded in 1980 with headquarters in Ottawa, Ontario, and an additional office in Gatineau, Quebec. Marcil Lavallée’s team is comprised of approximately 85 public accountants and tax specialists, providing services across a variety of industries. A francophone firm, they pride themselves on tailoring solutions to best fit their clients’ needs.

Tony Szczepaniak, CEO of MSNA, says, “Adding Marcil Lavallee to our North American landscape has been extremely valuable. Their strong presence throughout the Ontario and Quebec regions will be instrumental in expanding our member service and collaboration efforts.”

“We are convinced that MSNA will support us in our strategic planning, our continued growth and our aim to continuously improve our client service offering,” says partner Valerie Marcil.