Boomer Launches New Certified Consultant Training Program

Boomer Consulting has started a year-long training program for accountants wishing to learn about adding consulting, forecasting and strategy services for clients.

The program is available to accounting firm partners, managers and directors to help deepen client relationships, deliver more value and increase profits for their firms, Boomer Consulting announced. Participants will learn how to build a consulting service line, including business development, trends analysis, and sales and marketing best practices, during an intensive workshop, scheduled for July 14-17 at the Boomer Accounting Innovation Center in Kansas City, Mo.

In addition, industry leaders teach the skills needed to confidently deliver new consulting services. Following the workshop, trainees receive ongoing coaching and support, including progress assessment and guidance.

“Many accountants are looking for a clear path to becoming more consultative with clients, and Boomer Certified Consultant Training provides just that through foundational training and access to key tools,” says Sandra Wiley, president of Boomer Consulting. “Combined with a professional’s current knowledge and strong understanding of their clients’ business, the advanced skillset they gain allows them to serve clients in new beneficial ways while growing their own bottom line. It truly is an investment in their own firms’ future.”

EisnerAmper Announces Regional Office Changes

New York-based EisnerAmper (FY19 net revenue of $380.6 million) has announced changes to its regional office structure with the following promotions, effective Feb. 1:

  • Nicholas Tsafos is PIC of the New York office and is responsible for the day-to-day operations and long-term growth strategy for the office of 700 professionals. He also serves on the board of directors of EisnerAmper Global.
  • Diane Wasser is PIC of the New Jersey offices and is responsible for their day-to-day operations and long-term growth strategy. The offices have more than 400 professionals. She is also the founder and PIC of the firm’s pension services group.
  • Peter Cogan is MP of the financial services industry and is responsible for practice growth, which includes adding services. He is also the leader of the firm’s financial services audit and assurance services practice, a director of the Cayman Islands practice, and a director and the board chair of EisnerAmper Global.
  • Matthew Maulbeck is MP of audit and is responsible for overseeing the practice and leading technology changes within the practice.

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Scott Woznicki Joins CBIZ as Managing Director

Scott Woznicki

Scott Woznicki

Cleveland-based CBIZ (FY18 net revenue of $785 million) has hired Scott Woznicki as a managing director to lead the System and Organization Controls (SOC) practice in New England. He works from the Boston and Providence, R.I., offices.

“Scott brings a depth of specialized expertise in SOC reporting services, an area that continues to grow in importance to a broad spectrum of companies,” states Scott Wragg, senior managing director of the New England offices. “Scott’s addition is an important part of building out our IT risk and assurance practice and further enhancing the advisory services we provide to our clients.”

He provides global consulting, accounting, advisory and attest services to privately held and public companies in the financial services, health care, manufacturing, technology, retail, IT services and telecommunications industries. In addition to providing SOC examinations, he has extensive experience in operational reviews, risk assessments, internal and IT audits, Sarbanes-Oxley (SOX) and cybersecurity.

Prior to joining CBIZ & MHM, he worked at a Big 4 firm, and most recently served as the internal audit director for a large publicly traded organization.

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PB Mares Hires Two Partners to Expand Retirement Plan Services

Newport News, Va.-based PBMares (FY18 net revenue of $41.4 million) has admitted two new partners to lead the retirement plan services team. Gary Kitts and Cindy Kochersperger will operate out of the firm’s Norfolk, Va., location.

“Their years of experience combined with their technical and industry knowledge will undoubtedly aid our growth,” says CEO Alan Witt. “They are problem-solvers and solution-providers and are valued resources for PBMares’ clients seeking retirement plan design, administration and audit services.”

Kitts has led a retirement plan third-party administration practice serving more than 1,200 plans. Areas of expertise include compliance services and employee benefit plan audits under the laws and regulations of the Employee Retirement Security Act of 1974, or ERISA, the IRS and the U.S. Department of Labor.

Kochersperger has served as a partner in retirement plan administration. Focusing on 401(k) and profit-sharing plans for businesses of all sizes, she consults with clients on plan design and assists with plan administration and compliance. Areas of expertise include daily valuation products, investment platforms and traditional balance forward plans.

The expanded PBMares practice includes administration services, benefit plan-related tax compliance services and a portion of its employee benefit plan audit services.

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Grant Thornton Announces New Roles for David Platt, Nichole Jordan

Chicago-based Grant Thornton (FY18 net revenue of $1.87 billion) has named David Platt as its MP for the firm’s East region while expanding the role of regional MP Nichole Jordan by adding the Midwest to a portfolio that previously consisted of Kansas, Missouri, Nebraska, Oklahoma and Texas.

The roles complement an existing position held by Grant Thornton partner Tony Perazzo, who is the MP for the firm’s West region – a position he has held since 2019. He also serves as the OMP in the San Francisco Bay area.

The triumvirate of roles will allow Grant Thornton to more quickly respond to market opportunities and clients, while also supporting people and culture initiatives, the firm says.

Prior to his new role, Platt served as the Northeast region MP. Before that, he was the firm’s New England MP. He works with organizations on financial matters that include strategic planning, corporate board governance, profitability enhancements, and merger and acquisition services. He has served clients as an audit partner in a variety of industries.

Jordan became Grant Thornton’s MP for the Central region in December 2019. She has held a number of senior leadership roles since joining the firm in 2003. She most recently served as the national MP of markets, clients and industry, overseeing more than 1,000 client relationships, industry sectors, regions, sales, market intelligence and analytics.

Perazzo serves public and private audit clients, primarily in the technology and manufacturing industries, with a specialty in the food and beverage sector. He has also worked extensively with large multi-national companies, handling key financial matters. These include initial public offerings and due diligence for mergers and acquisitions. Prior to his current role, he was the firm’s California market leader.

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Tim Lyons Named PIC of Mauldin and Jenkins’ Columbia Office

Tim Lyons

Tim Lyons

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) announces that Tim Lyons has been appointed PIC of the Columbia, S.C., office.

He will be responsible for the management and strategic expansion of the office, which serves clients throughout the Carolinas. Lyons succeeds Chuck Statler, who has served in the role since 2017 when Mauldin & Jenkins merged with Derrick Stubbs and Stith.

“Tim is a forward-thinking and capable leader whose guidance will help support the firm’s overall strategy and grow our presence in the South Carolina region,” says MP Hanson Borders.

Lyons specializes in serving clients in a wide range of industries including state and local governments, higher education and not-for-profit organizations. His experience covers audits and attestation services, consulting and advisory work.

He joined the Atlanta office in August 2009 and relocated to the Columbia office in 2018.

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UHY LLP Welcomes COO, New Partner in Capital Region

Chicago-based UHY LLP (FY17 net revenue of $140.8 million) has admitted Michael Poveda as a partner, and UHY Advisors has hired Michael Antovski as its COO.

Poveda has joined the firm as an assurance and advisory partner. Based in the Albany, N.Y., office, Poveda advises clients on emerging issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement.

Poveda provides assurance, accounting and advisory services to national and international clients in various industries, from successful start-ups to the dynamic middle-market and multinational Fortune 500 companies.

“Mike joining our firm is a testament to UHY’s continued investment in our people, clients and to our community commitment in upstate New York,” says Howard Foote, MP of the New York-Capital Region. “Mike has made a significant impact in our community since returning to his home here in Albany. Given his experience as the managing partner for another top-tier global audit, tax and advisory services firm, and his two decades as a trusted advisor to senior leaders, Mike will help us provide clients with our ‘next-level service’.”

Poveda also served as a partner at a Big 4 firm, and he served as the lead client service partner and audit partner on public and privately held organizations. He advised clients on structured transactions, including strategic investments, business acquisitions and financing arrangements. He has extensive experience assisting clients with financial reporting matters, complex accounting standards and internal controls.

In other news at the firm, Antovski, as the new COO, will be responsible for the oversight of the firm’s national shared services including finance, information technology, marketing, corporate compliance and human resources. He will be active in all facets of the firm’s acquisition initiatives.

Antovski, based in Farmington Hills., Mich., office, comes to UHY having worked at a Wall Street law firm, a multi-national accounting firm and a number of law firms focused on the middle market. He has served as the lead tax partner on many mergers and acquisitions, and has led corporate restructuring initiatives. He has extensive experience working with entrepreneurs, private equity firms and financial services organizations.

“Michael’s depth of knowledge and hands on experience complements our strong performance-oriented culture. He will fill a key role on our national leadership team as we witness an unprecedented amount of professional services firms desiring to merge up,” says UHY Advisors CEO Steve McCarty.

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Baker Tilly Adds New Partner Bridget Quinn to Banking Practice in New Jersey

Chicago-based Baker Tilly (FY19 net revenue of $754.8 million) has admitted Bridget Quinn as a partner in the firm’s financial services practice.

Quinn has worked extensively with clients in the financial services, insurance and banking industries. She serves clients in both the private and public sectors, and has advised clients on financial statements and related disclosures, as well as the implementation and application of accounting rules, regulations and regulatory remediation issues.

Quinn has led assurance engagements for financial institutions, including large global institutions, regional and community banks, mortgage banks, asset managers and brokerage entities.

She was a founding member and former vice chair of the Baker Tilly International network’s financial institutions committee.

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Mauldin & Jenkins Announces New IT Subsidiary

Atlanta-based Mauldin & Jenkins (FY19 net revenue of $52.5 million) announces a new subsidiary – Advisory Information Technology LLC (AdIT) of Marietta, Ga.

As a division of Mauldin & Jenkins, AdIT will function as an independently operated subsidiary. The deal is expected to augment Mauldin & Jenkins’ current IT capabilities and expand its offering of technology-related services and support to a wide variety of clients.

AdIT, founded in 2012 by Jerry Jones and Matisse Long, helps clients improve processes and increase efficiency while minimizing risk, fulfilling regulatory and compliance responsibilities, and solving complex business problems.

MP Hanson Borders says, “We believe that in addition to traditional business advisory and accounting services, it is critical that top-tier firms find new ways to meet client needs in an era of rapid technological change and an ever-evolving risk environment.” He adds, “Our existing IT offerings have proven extremely popular. Having access to AdIT’s certified professionals and highly specialized skills will allow us to further elevate these services to meet the challenges and opportunities of a technology dependent business environment.”

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Marks Paneth Names Lisa Tenore as PIC of Forensics Practice

New York-based Marks Paneth (FY18 net revenue of $136 million) has announced that Lisa Tenore has been appointed PIC of the trade remedies, forensics, litigation and valuation services practice in the firm’s advisory services group.

Tenore leads a team of CPAs, financial analysts and data analysts in forensic and fraud investigations, calculation of economic damages, business valuations, business consulting, trade remedies consulting and calculation of customs duty interest payments. Her expertise will be instrumental in growing these services and in managing the group’s ongoing performance, the firm announced.

“I look forward to working with Lisa to expand our advisory services practice,” says Dean Nelson, the firm’s PIC of advisory services. “As the practice continues to grow, her impressive skills and experience further enhance the value we deliver to clients in the increasingly important areas of trade remedies, forensics, litigation and valuation services.”

Tenore’s background includes serving as a computer capacity planner for the U.S. Department of Justice and in the U.S. Air Force. She is based in the firm’s Washington office.

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