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Withum Admits Six Partners

(l-r): Anthony Aniello, Chaya Siegfried, Ryan Shannon, Joseph Malfettano, Jessica Hollobaugh Giresi, Erik Halluska

Princeton, N.J.-based WithumSmith+Brown (FY189net revenue of $223.3 million) has admitted six principals and senior managers to the partnership group.

“Each of these professionals represents Withum’s next generation of leaders tasked with carrying on the tenets of our enduring company values and Withum Way traditions,” says MP and CEO Bill Hagaman. “Collectively and individually, they represent cooperation, integrity, giving back and a vision for growth that welcomes innovation and change.” The six new partners join a corporate leadership team of more than 120 partners.

The new partners are:

  • Anthony Aniello, U.S. and international tax compliance and consulting, Boston
  • Erik Halluska, assurance and accounting, Orlando, Fla.
  • Jessica Hollobaugh Giresi, litigation consulting, Princeton, N.J.
  • Joseph Malfettano, team leader for New York construction services group, New York and Red Bank, N.J.
  • Ryan Shannon, team leader for technology services group, New York
  • Chaya Siegfried, leader, international business tax services, Red Bank, N.J.

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Withum Marks Opening of its Learning Lab at the University of Central Florida

Princeton, N.J.-based WithumSmith+Brown (FY18 net revenue of $207.6 million) has partnered with the University of Central Florida (UCF) to establish a new learning lab, which offers students a place to seek tutoring services as well as collaborate with fellow accounting majors.

The lab, which was designed by Withum’s Creative Director Jin Park, features state-of-the-art workstations and amenities. The décor also features inspirational messages that align with Withum’s corporate culture.

“The Withum Learning Lab is an extension of our ties to UCF and its College of Business, where the next generation of business advisors and accountants are being challenged to refine their skills and creativity,” says Russell Goldberg, PIC of Withum’s office in Orlando, Fla. “At Withum, we take our responsibility very seriously to contribute to and pave the path for the future of our profession, which will only soar to new heights that not-too-long-ago once seemed unfathomable.”

The Withum Learning Lab was established in memory of three of the firm’s late team members who were an inspiration to their peers: Sandi Breitenstein and Barb Sorenson, who passed in 2015, as well as Robin Word, who passed in 2016.

Gregory Trompeter, director of the Kenneth G. Dixon School of Accounting at UCF College of Business, says, “For those who are being tutored, they obviously receive one-on-one education from more senior-level students. Less obvious, is the expertise developed by the tutors who really solidify their knowledge of the subject by teaching it to others. In both instances, Withum is helping UCF develop future leaders for the community and the profession.”

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Withum Admits Oates as Tax Partner

Michael Oates

Michael Oates has joined Princeton, N.J.-based WithumSmith+Brown PC (FY18 net revenue of $207.6 million) as a tax partner in its financial services and investment group.

Prior to joining Withum, Oates was the tax hedge fund industry leader for one of the Big 4 firms and the PIC of the national tax practice for Rothstein Kass.

Oates, who is based in the firm’s New York office, joins a team of specialists focused on all audit, tax and compliance issues related to venture capital firms, hedge fund managers, private equity firms, mortgage bankers, broker-dealers, credit unions, banking institutions and regulated investment companies.

Bill Hagaman

“As an industry leader known for his tax abilities as they relate to alternative investment clients, Michael brings an entirely new depth of expertise to Withum that will advance our already-prominent posture and strength in the financial services sector,” says Bill Hagaman, the firm’s MP and CEO. “His insight, knowledge and leadership are a tremendous asset to our team and an extremely diverse client roster that is continually evolving on the fund and investor front.”

An industry veteran with more than 30 years’ experience in the alternative investment fund sector, Oates specializes in tax research and planning, from initial organizational structure to maximum tax efficiency. He also serves as a trusted operational-matter tax advisor throughout the business and economic cycles.

“Withum has emerged as a leader in the publicly and privately held financial services sector and has propelled itself to the forefront, bypassing rival firms that once had the market cornered,” Oates says.

Withum Releases Latest Culture Video, New Website

Princeton, N.J.-based WithumSmith+Brown PC (FY18 net revenue of $207.6 million) has released its popular annual culture video. What started in 2012 with the firm’s “Party Rock” flash mob video – which has been viewed more than 70,000 times – the firm releases a new dance and music video at its annual State of the Firm event.

The video’s soundtrack, “We Live the Withum Way,” was written by creative services team member Madison Klarer and emphasizes components that make Withum unique, the firm says.

The latest culture video coincides with the launch of the firm’s new corporate website and firm’s tagline has been subtly amended to reflect Withum’s sequential business emphasis on advisory, tax and audit services.

“Withum’s general business philosophy has been – and continues to be – focused on expanding the advisory practice areas as well as our role as a trusted advisor to clients, regardless of their industry, annual revenue, personal income or geography,” says Rhonda Maraziti, chief marketing officer, and the Association for Accounting Marketing’s 2016 Marketer of the Year, which is sponsored by INSIDE Public Accounting. “We remain committed to being a forward-thinking, technology-driven firm to help our clients succeed in the modern business landscape.”

WithumSmith+Brown Welcomes New Business Developer

Heather Murphy- Walker

Princeton, N.J.-based WithumSmith+Brown PC (FY18 net revenue of $207.6 million) announces the appointment of Heather Murphy-Walker to its New York office team.

In her role as business development executive, Murphy-Walker will spearhead all office-growth initiatives and serve as the conduit for the firm’s client base.

Murphy-Walker has more than 10 years of marketing and business development experience in the professional services sector. Prior to joining Withum, she was a consultant for NABA. In this role, she spearheaded all marketing and communications efforts, as well as key operations aspects related to their annual convention. Previously, Murphy-Walker was a consultant with a technology CPE firm and held communications and marketing management roles with AICPA during the course of an eight-year period.

“Heather’s background of leading product development and refining and focusing marketing and sales strategies are a tremendous value add to our team roster of talent,” says Mike Stallone, PIC of Withum’s New York office. “We welcome her contributions and track record for success in building relationships throughout New York City and beyond.”

Murphy-Walker says, “I’m eager to assist current and prospective clients by helping them articulate and understand their unique business needs and how Withum can help them achieve – and exceed – their goals.”

WithumSmith+Brown Announces Formation of Digital Currency and Blockchain Technology Services Group

Princeton, N.J.-based WithumSmith+Brown PC (FY18 net revenue of $207.6 million) has announced the formation of a digital currency and blockchain technology services group to address the unique challenges posed by digital assets, cryptocurrencies and blockchain technology. As an extension of the firm’s technology services group, the team provides a deep level of expertise to a diverse client base involved with and entering into today’s new alternative asset class.

“Blockchain technology and the rising use and influence of digital assets/tokens are not a passing trend, they are becoming part of the fabric of our technology community and the possibilities of their impact and disruptions across all industries are unlimited. We are embarking into a new era that can permanently and dramatically change how we do business,” says Chris DeMayo, partner and team leader of the new group. “Cryptocurrencies and blockchain technology pose highly unique challenges, from technology to accounting and regulatory issues – all of which our experienced, forward-thinking team is uniquely prepared to address on a client-by-client, industry-by-industry basis.”

Led by DeMayo, the digital currency and blockchain technology services group is made up of a team of 12 experts including thought-leaders Deep Gujral, principal; Carl Scheuten, partner; Joe Murray, manager; and Ryan Babiak, partner among others. The firm also is a member of, or accredited by, several prominent industry groups including the Accounting Blockchain Coalition, established to foster best practices in navigating accounting issues related to digital assets, and the Wall Street Blockchain Alliance.

WithumSmith+Brown Admits Three New Partners

Ryan Babiak

Ryan Babiak

Princeton, N.J.-based WithumSmith+Brown PC (FY17 net revenue of $175.4 million) has announced that three senior managers have been admitted to partnership. Ryan Babiak, Joseph Cassano and Shawn Gillon are the newest partners to join the firm’s growing corporate leadership team, effective July 1.

“Ryan, Joe and Shawn represent a new generation of firm partners who embody our enduring company values and Withum Way traditions,” says Bill Hagaman, MP and CEO. “Collectively and individually, they represent passion, innovation, community and strength for their profession, clients, colleagues and peers. We congratulate each on this pinnacle of professional achievement.”

Joseph Cassano

Joseph Cassano

Babiak, based in the firm’s Whippany, N.J., office, specializes in accounting for income taxes, federal and multi-state income tax for business entities, equity-based compensation and U.S. international taxation. He also is a member of the firm’s start-up and emerging growth technology services group.

Cassano is based in Withum’s New York office, where he specializes in financial reporting, tax and accounting services for hedge fund clients and also has experience working with domestic and offshore investment funds, fund-of-funds vehicles, investment advisors and related management entities. A 14-year industry veteran, he serves a diverse roster of clients as a member of the firm’s financial services/alternative investments group, including broker-dealers, private equity groups and hedge funds.

Shawn Gillon

Shawn Gillon

Gillon, based in the firm’s East Brunswick, N.J., office, is a CPA with more than 15 years of experience focusing on auditing, accounting and consulting services. A member of the firm’s insurance services team, he works with an array of insurance companies and captives. He also serves a variety of clients in the real estate and not-for-profit sectors.

The three new partners join an impressive corporate leadership team at Withum comprised of more than 120 partners. Established in 1974, Withum is a public accounting firm providing advisory, tax and audit services to businesses and individuals on a local-to-global scale. Withum also is a member of HLB International, a worldwide network of independent professional accounting firms and business advisers committed to assisting clients to build and expand globally.

WithumSmith+Brown Welcomes Ruggieri as a Principal

Kathy Ruggieri

Kathy Ruggieri

Kathy Ruggieri has joined Princeton, N.J.-based WithumSmith+Brown PC (FY17 net revenue of $175.4 million) as a principal in the firm’s Healthcare Services Group.

In addition to traditional tax and audit services, Withum’s Healthcare Services Group provides consulting and advisory services, including those related to revenue cycle, internal audit and corporate compliance, valuations and fair market value assessments and opinions, cloud solutions and cybersecurity.

“Highly accomplished and results-driven, Kathy brings to her new role a depth of expertise that will advance Withum’s posture and strength in healthcare during this increasingly complex post-reform era,” says Bill Hagaman, MP and CEO. “Her insight, knowledge and leadership are a tremendous asset to our firm and a diverse healthcare client roster that is continually evolving to provide the highest quality of care.”

Ruggieri has more than 34 years of health care experience who most recently served as vice president of a New Jersey-based, health care finance and technology consulting firm. In this role, she oversaw revenue cycle, revenue integrity, reimbursement and emerging payment model strategy.

“I am pleased to join Withum’s Healthcare Services Group and galvanized by the talent and vision of our team members, who not only keep pace with – but remain in front of – the latest industry advancements and trends,” says Ruggieri. “I’m looking forward to helping shape the firm’s future health care services path, including a leadership role with revenue cycle consulting services.”

WithumSmith+Brown SOC Team Authors and Presents Inaugural AICPA SOC for Cybersecurity Certification

When the AICPA hosted its flagship System and Organization Controls (SOC) for Cybersecurity Certification course this past week, members of Princeton, N.J.-based WithumSmith+Brown’s (FY17 net revenue of $175.4 million) SOC for Cybersecurity Services Group served as lead instructors for the curriculum. This first-of-its-kind program also was authored by the professionals from the advisory, tax and audit firm. In total, seven Withum professionals also are among the first CPAs nationwide to earn the AICPA’s SOC for Cybersecurity digital badge.

A market-driven, flexible and voluntary reporting framework, SOC helps organizations communicate their cybersecurity risk management program initiatives as well as effectiveness of controls.

Withum’s certified SOC for Cybersecurity team members includes Tony Chapman, partner and SOC practice leader; Anurag Sharma, principal; Scott Mahoney, senior manager; Jim Bourke, partner, director of advisory practice; Stephanie Fitzgerald, SOC senior manager; Anupam Goradia, SOC senior manager; and Andrea Fernandez, SOC staff auditor. These certifications have earned Withum the distinction of having more AICPA-authorized SOC specialists, to perform peer reviews on SOC engagements, than any other CPA firm nationwide.

“As a leader in SOC and cybersecurity and information security services, Withum has once again distinguished itself – this time as it relates to the new cybersecurity risk management reporting framework,” says Chapman. “Our firm is among the first and has the highest concentration of fully designated SOC professionals authorized to provide peer reviews.”

AICPA has retained Withum to write, present live and record on-demand viewings of the first SOC for Cybersecurity Certificate training course for SOC professionals. Three of Withum’s professionals, Chapman, Sharma and Mahoney, served as course authors and presenters. Topics addressed in the AICPA-sponsored course offer an overview of the cyberthreat landscape and terminology, various SOC services, components of a cybersecurity risk management program, utilization of criteria to assess an entity’s controls, key steps for performing the cyber risk-management examination and factors to consider while forming the opinion and preparing the practitioner’s report.

SOC for Cybersecurity is a new entity-wide cybersecurity audit that allows organizations to report on their cybersecurity management programs to internal and external stakeholders with credibility. For clients whose cybersecurity risk management programs are mature, an independent third-party firm can perform a comprehensive examination to assess cybersecurity risk management programs.

WithumSmith+Brown’s Digital Solutions and Services Group Welcomes Williams

Fabian Williams

Fabian Williams

Princeton, N.J.-based WithumSmith+Brown (FY17 net revenue of $175.4 million) welcomed Fabian Williams as a principal in the digital solutions and services group.

“Fabian’s deep expertise and years of experience with Office 365 and SharePoint is a tremendous asset to Withum’s digital solutions and services group,” says Daniel Cohen-Dumani, partner and group leader. “As a recognized Microsoft most valuable professional (MVP), Fabian will provide insight and technical leadership to drive us into the future.”

“I am extremely happy and excited to join Withum and energized by the leadership and technical talent of our team members,” says Williams. “I’m looking forward to helping shape the firm’s future path within our Office 365, Azure and SharePoint solutions and offerings.”