Nominations Open For 2020 Marketer of the Year; INSIDE Public Accounting Again Sponsors Top Honor for Association for Accounting Marketing

INSIDE Public Accounting (IPA) is seeking nominations for the Association for Accounting Marketing’s (AAM) 2020 Marketer of the Year award. Nominations will be accepted through Feb. 3.

The annual award, presented at AAM’s Summit, recognizes a marketing professional who has demonstrated exemplary performance in the profession of accounting firm marketing. To be eligible, nominees must have held a senior-level marketing position in an accounting firm for at least three years, although not necessarily at the same firm.

All nominations should be submitted online no later than Feb. 3. Nominations are not anonymous, and self-nominations are welcome. Previous nominees are encouraged to participate as well. All nominees will be required to complete an online application no later than Feb. 18. Additional details will be outlined once a nomination form has been received.

“Accounting firm partners are faced with changing the way they do business to survive over the next decade, and firm marketers are playing key roles in driving this transformation,” says IPA publisher Kelly Platt. “Sponsoring the most prestigious award in accounting marketing is our opportunity to recognize the creativity and leadership needed to reinvent public accounting.”

The nominees will be ranked by an anonymous panel of judges on accomplishments, strategic thinking, financial impact, tactical development, collaboration, business development, analytics and technology, and leadership within the firm and community.

“I’m always impressed by the talent of AAM members and their generosity in sharing what works and what doesn’t in their firms. This award is a great way to showcase the new ideas that will bring accounting marketing into the next decade. Don’t be shy about nominating yourself or another impressive marketer,” says AAM president Jen Lemanski, senior manager of practice growth at Houston-based PKF Texas.

The 2020 Marketer of the Year award will be presented by IPA at AAM’s Summit, set for May 5-8 at the Loews Philadelphia Hotel.

Past award winners include Holly Shier of Troy, Mich.-based Rehmann in 2019, Nicole Gantz of Dubuque, Iowa-based Honkamp Kruger & Co. in 2018, Laura Kucera of New York-based Citrin Cooperman in 2017, and Rhonda Maraziti of Princeton, N.J.-based Withum in 2016.

Please contact Christina Camara at moy@plattgroupllc.com with questions about the award. For information about AAM and the 2020 summit, call AAM at (859) 402-9769.

About INSIDE Public Accounting
The Platt Group publishes the award-winning INSIDE Public Accounting newsletter and the IPA Annual Survey and Analysis of Firms and corresponding national Benchmarking Report. The Platt Group surveys and publishes annual reports for the accounting profession in Human Resources, Firm Administration and Information Technology. Grow your firm, become more profitable and improve operations with IPA. IPA provides resources, analysis and tools to transform your firm. To learn more about The Platt Group and IPA, please call (317) 733-1920 or visit www.insidepublicaccounting.com.

About the Association for Accounting Marketing
The Association for Accounting Marketing (AAM) promotes excellence, and elevates the professional stature of marketing, business development and other practice growth professionals to the accounting profession, directly impacting members’ professional development and careers through education, networking and thought leadership. Founded in 1989, AAM has more than 700 members, comprised of marketing professionals, business developers, CPAs, consultants, service providers, educators and students. To learn more about AAM, please call (859) 402-9769 or visit www.accountingmarketing.org.

CPAmerica Gets New Board Chair

Ernie Gelpi

Ernie Gelpi

CPAmerica, an accounting association of independent CPA firms, has announced that the new chair of the board is Ernie Gelpi, lead partner of Kushner LaGraize (FY18 net revenue of $11.3 million) of Metairie, La.

He succeeds Sharon Thompson, MP of Hughes Snell & Co. of Fort Myers, Fla.

The new board will have its first meeting of the year Jan. 21 at CPAmerica headquarters in Gainesville, Fla., to discuss 2020 initiatives and other long-term goals.

Gelpi says, “We have improved client service, staff retention and firm profitability in large part due to the member sharing we’ve gained at CPAmerica’s events, staff training, sharing calls and discussion lists. As chair I look forward to helping the association continue to grow and expand services to its members.

Greg Hammonds, leading partner of McDonough, Ga.-based Whaley Hammonds Tomasello Accountants and Advisors (FY18 net revenue of $5.8 million) located in has been elected to the vice chair/chair-elect position.

Along with Gelpi, Hammonds and Thompson, returning board members include: James Barrett of Meyers Brothers Kalicka; Dane Floyd of Aldridge Borden & Company; Brian Malthouse of VonLehman & Company; and Frank Monaco of 415 Group.

The two newly elected board members include Jackie Cardello of GRF CPAs & Advisors and Greg Denning of Larson & Company.

More news from CPAmerica

Cendrowski Corporate Advisors Joins Geneva Group International’s Alliance

Bloomfield Hills, Mich.-based Cendrowski Corporate Advisors (CCA) (FY18 net revenue of $4.6 million) has joined Geneva Group International (GGI).

CCA provides accounting, litigation support, risk management, tax and compliance consulting services for public and private companies, family offices and professional associations. GGI focuses on serving the needs of family offices.

“Today, the opportunities for cross-border business and investment have never been greater,” says CCA managing director Harry Cendrowski, “and so too is the need for expert, on-the-ground counsel around the world. The CCA-GGI alliance is poised to deliver precisely the type of deeply expert and customized analysis and execution that clients need.”

“The reputation of the firm’s experts is second to none. We are very glad to welcome Cendrowski Corporate Advisors to the GGI family,” says Claudio G. Cocca, GGI founder and chairman of the board of directors. “It’s a great addition to our alliance with only carefully selected member firms of good standing.”

GGI member firms partner with a broad range of accounting and other professional services firms. GGI has 605 members representing 817 offices in more than 120 countries.

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.

More news from Moore North America

PKF North America Partners with INSIDE Public Accounting to Provide Comprehensive Benchmarking Services to Member Firms

PKF North America has selected INSIDE Public Accounting (IPA) to collect, analyze and report on the financial and operational well-being of its member firms.

IPA is nationally known for its Survey and Analysis of Firms, which attracts more than 550 participating accounting firms annually. The collected data is then analyzed to determine IPA’s rankings of largest accounting firms in the country, IPA’s Best of the Best firms and IPA’s award-winning National Accounting Firm Benchmarking Report. Additionally, accounting associations tap IPA to specifically survey member firms for the purpose of information sharing and benchmarking.

PKF North America, which represents 30 offices in the U.S., joins the following international associations that use IPA for their benchmarking services: CPAmerica, DFK, INPACT, Leading Edge Global, Moore NA and PrimeGlobal. PKF North America is part of PKF International, a global association of more than 200 independent firms in 150+ countries.

“PKF members learn from each other in so many ways, and this is one more tool they can use to improve their operations. Information from the survey can go a long way toward giving member firms a clearer picture of where they stand compared to others and where they can improve,” says Carolyn Morgan, Regional Director for PKF’s North America Region.

IPA Publisher Mike Platt says, “Firm leaders have trusted IPA to collect sensitive financial information for more than 30 years and they turn to the insights and analysis that result from the surveys to help make better decisions for the firm. We look forward to bringing that focused value to PKF and their member firms.”

If your association would like to learn how IPA can bring its decades of data collection, analysis and benchmarking expertise to benefit your members firms, please contact IPA at survey@plattgroupllc.com.

PKF International Ltd. is a global network of legally independent firms providing high quality audit, accounting, tax and business advisory solutions.

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Aycock & Company Joins BDO Alliance

BDO Alliance USA welcomes Aycock & Company, a $5 million firm in Houston, as its newest CPA member firm.

The BDO Alliance USA, a subsidiary of Chicago-based BDO USA (FY19 net revenues of $1.64 billion) now has 215 CPA member firms in over 500 locations nationwide.

Aycock & Company specializes in serving wealthy families and small to medium-sized businesses with revenues of between $20 million and $100 million in the greater Houston area.

Michael Horwitz, BDO partner and executive director of alliance services, says, “They were the top-scoring firm in the 2019 Best of the Best from INSIDE Public Accounting’s survey of 550 firms, and we believe their professionals share BDO’s commitment to exemplary client service.”

More news from BDO Alliance USA

Wheeler Accountants Joins Accounting Association CPAmerica

San Jose, Calif.-based Wheeler Accountants has joined CPAmerica, an accounting association of independent CPA firms. Wheeler Accountants is the 10th firm to join the accounting association in 2019.

Founded in 1950, Wheeler Accountants offers a full range of audit, accounting, taxation, consulting and compliance services to a wide variety of individuals and businesses – from high-net-worth individuals running public companies to small business owners and individuals looking for financial and tax advice.

MP Matthew O. Wheeler says he is looking forward to collaborating with member firms. “The alliance will offer additional national and international resources for our clients and staff. As our clients continue to grow and request additional services, CPAmerica will enable us to meet our clients’ needs, while maintaining our independence and focus here in Silicon Valley.”

CPAmerica is a member of Crowe Global, which has members in more than 750 offices in more than 130 countries and ranks among the top 10 global accounting networks.

Alan Deichler, president of CPAmerica, says, “They belong to a group that is determined to improve through sharing, where members support each other’s success through discussing best practices, sharing experiences and building professional relationships.”

More news from CPAmerica

Jessica Levin Takes on Role as Abacus North America Regional Director

Jessica Levin

Jessica Levin

Julio Gabay, Abacus Worldwide’s president and CEO, announced that Jessica Levin has been named the Abacus North America regional director.

She will focus on three areas in U.S. and Canada: membership recruitment/retention, membership engagement and member referrals/collaboration.

“Jessica has a wealth of experience working with professional service firms as well as marketing and business development and I am confident she will add tremendous value to the region and Abacus as a whole,” Gabay says.

Last year, Werner Trieloff was announced as the Abacus Latin America regional director.

Three CPA Firms Join BDO Alliance USA

Chicago-based BDO Alliance USA has added three new CPA firms as members.

Moody & O’Neal CPAs of Mount Pleasant, S.C., provides tax services to small and medium-sized businesses, especially in the real estate, construction and professional services industries, in the greater Charleston, S.C., area.

Spoor Bunch Franz of St. Petersburg, Fla., provides tax, audit and CAS/consulting services to small and medium-sized businesses in the greater St. Petersburg/Tampa area.

Stockman Kast Ryan + Company (FY18 net revenue of $9.8 million) of Colorado Springs, Colo., specializes in serving real estate and construction clients, high-net-worth families, nonprofits, employee benefit plans and small businesses in the southern Colorado.

BDO Alliance USA now has 214 CPA member firms in more than 500 locations nationwide.

“We know that members share a desire to keep pace and evolve with where the industry is going,” says Michael Horwitz, BDO USA partner and executive director of alliance services. “They find they can do that with the BDO Alliance USA and enjoy the camaraderie of fellow members. We welcome these new firms and their talents into our program.”

More news from BDO Alliance USA

MGI Worldwide and CPAAI To Merge in January

Two professional accounting organizations, MGI Worldwide and CPA Associates International (CPAAI), are planning to merge on Jan. 1, and will represent more than 250 accounting, tax and consulting firms in almost 100 countries.

MGI Worldwide is a global network of independent audit, tax, accounting and advisory firms, headquartered in the U.K., and CPAAI is headquartered in Glen Rock, N.J. The new organization will have revenues approaching $1 billion, placing it in 16th position in the current global accountancy network ranking.

MGI Worldwide and CPAAI have complementary cultures and client service philosophies, the organizations say. They were both formed more than 60 years ago and are well established and active in their markets. The combination offers clients access to more than 9,000 professionals with a wide range of specialists.

Clive Viegas Bennett, CEO of MGI Worldwide, says, “This merger greatly strengthens the already solid market positions of both organizations and enhances our global reach, knowledge base, member offerings and services to valued clients. Our new global and regional management team will provide the leadership to take the combined organization to greater levels of success. The shared goal is to help keep all members up to date on the latest technical and business developments, exchange business best practices and expertise, and deepen our strong regional structure.”

Michael Parness, president of CPAAI, states, “Clients remain at the heart of all members’ firms and their goals and objectives are always paramount. The merger ensures that they will have additional ‘trusted advisors’ to call on for the industry expertise and support they need – regardless of where they operate in the world.”

The new group will be co-chaired by Roger Isaacs, chairman of MGI Worldwide, and Jim Holmes, the international chairman of CPAAI. Bennett will serve as CEO with Parness as COO.