Prager Metis Expands Forensic and Dispute Advisory Practice; Admits New Partner

New York City-based Prager Metis CPAs (FY17 net revenue of $82.5 million) welcomes Yasmine L. Misuraca to the firm as PIC of the forensic and dispute advisory practice.

Yasmine L. Misuraca

“Bringing Yasmine on board is essential for our plans to expand our resources and further strengthen our reputation as the ‘go-to’ experts in forensic and dispute advisory,” says Glenn Friedman, CEO and co-MP. “She possesses a unique and extensive background in this arena and she is a valuable addition to the team.”

Misuraca is a forensic accounting specialist providing consulting and expert witness services and has more than 25 years of experience in both public accounting and private industry. Working for both plaintiffs and defendants, Misuraca’s clientele includes private individuals, attorneys, corporations and government agencies. She specializes in conducting forensic examinations and assisting clients in complex disputes, such as contract disputes, SEC actions, mergers and acquisitions, and matrimonial disputes.

The practice provides quality investigative, expert witness and consulting services.

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PKF O’Connor Davies Merges In Hodulik & Morrison

New York-based PKF O’Connor Davies (FY17 net revenue of $160 million) has merged in Hodulik & Morrison of Highland Park, N.J.

The firm says the move was designed to expand expertise in its public sector practice.

“Hodulik & Morrison has earned its reputation as a leading accounting resource for the public sector,” says MP Kevin J. Keane. “We’re excited to work with talented individuals who are as passionate about serving clients as we are. We welcome Bob, Andy and the entire Hodulik & Morrison team and look forward to combining our efforts.”

Two partners and more than a dozen team members will join the firm’s Cranford, N.J., office. For nearly three decades, Hodulik & Morrison has provided government accounting services with a focus on auditing, management advisory and financial advisory services for county, municipal, authority, school district and commercial clients.

“We’re thrilled to combine our experience in government audits with PKF O’Connor Davies’ industry-leading client service,” said Andrew Hodulik. “It’s exciting to join a network of professionals who share our commitment to serving central and northern New Jersey public entities.”

PKF O’Connor Davies has 11 offices in five states as it continues to expand through organic growth and acquisitions on the East Coast. Hodulik & Morrison is the third firm to join PKF O’Connor Davies in the last six months.

In February, the firm announced that Batchelor Frechette McCrory Michael & Co. (BFMM) of Providence, R.I., joined the firm. And in December of last year, Chestnut Ridge, N.Y.-based GKG CPAs joined PKF O’Connor Davies.

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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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Eide Bailly Plans Big Expansion into California With Merger

Fargo, N.D.-based Eide Bailly (FY18 net revenue of $299.2 million) has acquired Vavrinek Trine Day & Company (VDT).

Effective July 22, the combination will add 11 California offices and an expanded Phoenix office to Eide Bailly, ranked No. 20 on the 2018 IPA 100 list.

“The addition of VTD launches us into California with exceptional local talent and a culture that matches our own dedication to client service and being an employer of choice for our staff,” Dave Stende, Eide Bailly MP and CEO says in a statement. “This combination deepens our expertise in several key industries that Eide Bailly serves.”

VTD, established in 1948, specializes in government, education, commercial, tax and financial institutions. Becoming part of Eide Bailly will bring tremendous opportunities for both clients and staff, says Kevin Pulliam, VTD MP.

“Eide Bailly’s knowledge, resources and consulting services will allow us to help our clients more fully. Whether it is technology consulting, wealth planning, or some other industry-specific advisory services, we’re excited to be able to offer more,” Pulliam says in statement. “On top of this, Eide Bailly is a firm of talented and down-to-earth people. They care deeply for the well-being of their clients, staff and communities; this describes us, too.”

VTD will add 42 partners and 280 staff to Eide Bailly, bringing totals to 331 partners and 2,400 staff. The firm will have more than 40 offices in 15 states.

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Armanino Launches AI Lab

An IPA Best of the Best firm, San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million) has launched the Armanino AI Lab, designed to help businesses interested in using AI technologies.

“More than 75% of companies believe AI is fundamental to their future success, but the majority of those aren’t taking advantage of AI technology today and don’t know how to,” says Tom Mescall, PIC of Armanino’s consulting practice. “Armanino’s AI Lab will serve as a one-stop shop that enables its members to harness the opportunities that AI offers without being left behind by their competitors.”

The announcement came May 20 at the Artificial Intelligence (AI) Executive Roundtable, hosted by Armanino at its offices for C-level executives to see a demonstration of AI and discuss practical ways to apply it.

The three components of AI are predictive analytics, robotic process automation and virtual assistants. Members of the Armanino AI Lab can access peer-to-peer meetings, exclusive product and vendor reviews, Armanino’s data scientists and AI developers and consultants. Members can also learn about AI best practices and execute on AI proof of concepts.

The firm says that in a survey of the Roundtable event attendees, more than 75% ranked predictive analytics as most important to their organizations. Additionally, 83% believe their data infrastructure will need further improvement to achieve the best results. Meanwhile, 60% of event attendees have not started their first initiative.

Prior to launching its AI Lab, Armanino researched the most common business cases for using AI – from finance, supply chain, customer experience and talent management to compliance and privacy.

“As we continue to build out the Armanino AI Lab, we are proud to align ourselves with many of the world’s technology and software leaders in the AI space,” says John Horner, PIC of Armanino’s data and analytics practice. “This makes it easy for clients to access our knowledge and relationships, thereby decreasing their investment time and increasing their benefits of embracing AI technology.”

Armanino has already accepted several existing clients into the Armanino AI Lab and will continue to add members. To submit your membership application, visit: learn.armaninollp.com/ailab.

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Katz Sapper & Miller Names New KSM Location Advisors Director

Indianapolis-based Katz Sapper & Miller (FY18 net revenue of $94.6 million) announces that it has hired Brian Szymanski as a director in the firm’s site selection advisory affiliate, KSM Location Advisors.

Brian Szymanski

He is the director of national projects and specializes in assisting clients with identifying, negotiating and maximizing economic incentives throughout the country.

Prior to joining the firm, he spent over 10 years with Grant Thornton’s national credits and incentives practice. His current and former clients cover a variety of industries, including manufacturing, warehouse and distribution, retail and professional services.

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Mark Witte Admitted as Partner at UHY Advisors

Mark Witte

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announces that Mark Witte has been admitted to the partnership group.

Based in the firm’s Albany, N.Y., office, Witte advises business leaders on a wide range of tax issues with both large multinational businesses as well as small, closely held domestic businesses. His expertise also includes corporate accounting for income taxes and planning, compliance and consulting for closely held businesses and their high-net-worth owners.

“Mark works closely with C-suite executives across a variety of industries and is a tremendous asset to our firm. We’re excited to have him join the partner team as he continues to work with some of the largest companies in the capital region,” says James Daniels, lead tax partner for UHY LLP in Albany.

Witte says, “I look forward to continuing to deliver the next level of service to our clients as well as being a part of the continued growth of UHY.” Witte joined UHY LLP in 1999.

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Moss Adams Appoints New MP of Consulting Practice

Eric Miles

Seattle-based Moss Adams (FY18 net revenue of $691 million) has announced that Eric Miles will become the new MP of the consulting practice.

Miles, a 22-year veteran of Moss Adams, will lead the firm’s numerous consulting lines, including information technology, strategy and operations, specialty tax, transactions, wealth management and other consulting services. The practice has grown rapidly and now generates more than $170 million in annual revenue.

“The continued expansion of our consulting group is a cornerstone of our growth strategy, ensuring that we not only provide exceptional services today but also anticipate our clients’ evolving business needs,” says Chris Schmidt, chairman and CEO of Moss Adams. “Eric’s prior leadership experience and history with aligning services and teams will be integral to his success managing this fast-paced practice.”

Miles previously led the fast-growing technology and media practice and several of the firm’s consulting lines.

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BDO USA Expands Advisory Practice With AC Lordi Acquisition

Chicago-based BDO USA LLP (FY18 net revenue of $1.46 billion) has announced the acquisition of AC Lordi (FY17 net revenue of $18.7 million) of Malvern, Pa., effective June 1.

The addition brings 100 professions to BDO and expands its foothold in the Philadelphia area while expanding its advisory offerings. AC Lordi CEO Frank Lordi, along with the firm’s six other principals, will become BDO partners.

Founded in 2001, AC Lordi specializes in accounting, risk and compliance, business advisory and CFO services. The firm’s practice areas include SEC reporting, technical accounting, internal and IT audit, SOX compliance and finance transformation, among others. The firm has performed work throughout the U.S. and in more than 20 countries for a broad range of clients.

“As part of such a high-caliber advisory practice, we can take advantage of BDO’s resources and relationships nationally and around the world,” Lordi says, “In turn, our team will deepen BDO’s management consulting and regulatory compliance credentials in addition to strengthening its presence in the mid-Atlantic region. We are stronger together than apart.”

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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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