Aprio LLP Admits Partner in Information Assurance Services

Brett Williams

Atlanta-based Aprio LLP (FY18 net revenue of $96.1 million) has hired Brett Williams and admitted him as a partner in the information assurance services group.

He will focus on serving the information risk and compliance needs of small to mid-market companies that are experiencing an increasing escalation of security compliance requests by providing attestation and certification reporting.

Dan Schroeder, PIC of the practice, says, “We can now leverage Brett’s expertise to grow our practice nationally and provide mid-market companies and their trading partners with the highest level of confidence that the appropriate measures are in place to protect their businesses.”

Williams joins Aprio from Grant Thornton where he served as the Southeast special attestation reporting practice leader. Williams has over 20 years of experience focused on business process and information technology controls, and he has served clients in a variety of industries.

“As businesses of all sizes continue to see an increased threat from cybersecurity-related activities, the work we are doing to protect these businesses is more important than ever,” he says.

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Crowe Appoints First Chief Information Security Officer, New Chief Risk Officer

Chicago-based Crowe (FY19 net revenue of $951.9 million) has named Rex Voorheis as the firm’s first chief information security officer and Steve Strammello as the new chief risk officer.

Voorheis has been with Crowe for 20 years, leading the enterprise information security and privacy functions for the past decade. During this time, the Crowe information security and privacy team has grown to nearly 30 security professionals. In his new officer role, Voorheis is responsible for the Crowe information security and privacy functions, developing information security strategy, defining information security requirements and practices, and working with clients to address security-related questions.

“Our clients entrust us with their sensitive data and it’s our responsibility to put policies, processes and technologies in place to allow us to best serve our clients while protecting data and addressing any regulations that may apply,” Voorheis says.

Strammello, a 26-year veteran of the firm, succeeds Fred Bauters, who is retiring in April 2020. Strammello’s responsibilities include oversight of the firm’s general counsel and audit quality functions, as well as management of the firm’s enterprise risk management program.

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New blumshapiro Office Gets Two Co-Leaders

Alan Osmolowski

West Hartford, Conn.-based blumshapiro (FY18 net revenue of $83.4 million) announces that partners Alan Osmolowski and William Tarzia have been appointed co-leaders for the firm’s new Worcester, Mass., location.

“The appointments of Alan and Bill as co-leaders of our new Worcester location reflect their strong knowledge of the market and the integral role they will play in the growth of our business in Massachusetts,” says Joseph Kask, CEO of blumshapiro. “Both men have a deep understanding and experience of our business, the industry and the markets in which we operate. They are strong, dynamic and values-driven leaders delivering consistent, high-quality performance.”

William Tarzia

Osmolowski has over 29 years of experience assisting clients in identifying, evaluating and implementing tax planning strategies that result in significant tax and cash flow savings. He works with other members of the blumshapiro team to address client tax issues and implement innovative and sustainable tax savings strategies. Osmolowski’s areas of technical expertise include tax accounting methods, inventory methods, ASC 740, state and local taxation, tangible property regulations, international tax and corporate tax planning.

Tarzia has 25 years of experience working with public and private entities, including several with international operations. His areas of technical expertise include revenue recognition, equity issuances, complex debt offerings and stock compensation. In addition, Tarzia has extensive experience providing public companies with second accounting firm services such as advising on non-recurring complex accounting issues, new accounting standards implementation, due diligence and SEC filing reviews.

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Eric Sampson Named Principal at SVA Consulting

Eric Sampson

SVA Consulting, which offers technology consulting, has announced the hiring of Eric Sampson as principal to lead the team and guide business development.

SVA Consulting is part of the SVA family of companies, which also includes Madison, Wis.-based SVA CPAs (FY18 net revenue of $65.8 million), wealth management and business consulting services.

Sampson came to SVA as former COO of a successful health care IT services firm, which happened to be an SVA Consulting client. He knows firsthand what it is like to sit on the opposite side of the table. This perspective and client experience, coupled with his background, makes him the perfect fit for his new role inside of SVA, says John Baltes, CEO of SVA.

Apple Growth Partners Creates New Leadership Role

Jeff Stinson

Akron, Ohio-based Apple Growth Partners (FY18 net revenue of $17.1 million) has announced a newly created leadership role in response to the firm’s rapid growth over the past three years. Jeff Stinson will join the firm as the director of strategic core services.

Apple Growth Partners’ growth has come about as a result of two consecutive mergers and opening a new office in Canton, Ohio, as well as its marketing efforts and technology investments, the firm announced.

Recognizing that accelerated growth can put pressure on internal processes if not adequately managed, the executive committee developed a role solely dedicated to advancing the firm’s strategic plan through comprehensive management and processes.

Stinson, a chartered financial analyst, brings a wealth of experience to the recently established position. For 12 years, Stinson served as the founder of the investment research firm, the Cleveland Research Company, and as COO from 2015 to 2018.

The new role of director of strategic core services will work closely with the department leaders for the firm’s tax, audit and business valuation teams to lead client services professionals in executing, delivering and growing client offerings. Stinson will join the firm’s executive committee.

“Our firm’s sights are set on continuing our growth trajectory, specifically becoming a $100 million revenue/Top 50 USA firm within the next decade,” states chairman Chuck Mullen. “To do so without straining our employees and existing processes, Jeff’s expertise will help align our inner workflows to accommodate expansion.”

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Weaver Adds Oklahoma City Office

Zeeshan Khan

Houston-based Weaver (FY19 net revenue of $141.1 million) has added an office in Oklahoma City with audit partner Zeeshan Khan leading it.

“Oklahoma has been a target market for Weaver’s strategic growth,” says MP John Mackel. “Zeeshan’s deep energy industry experience and broad commercial industry experience, combined with his established relationships and knowledge of the local market are an ideal match for the firm.”

Weaver’s newest office, at 101 Park Ave., will initially focus on working with energy companies and middle market businesses across other industry sectors. The Oklahoma City office marks the firm’s 12th U.S. location.

Khan says, “I see tremendous opportunity with Weaver’s culture and my background that will prove successful in helping us grow a strong practice.”

Khan was formerly with PwC for almost 14 years, providing assurance services to both public and privately held companies across a range of industries including oil and gas, manufacturing (industrial products) and retail. One of his industry accomplishments is co-authoring select chapters and making numerous edits throughout the widely used and respected PwC oil and gas textbook, Petroleum Accounting – Principles, Procedures & Issues, 8th Edition.

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Berdon Adds Depth To SALT Practice, Adds Co-Leader

Richard Goldstein

New York-based Berdon (FY18 net revenue of $122.2 million) has hired Richard Goldstein as co-leader of its state and local tax (SALT) practice.

Goldstein, a state and local tax lawyer and tax consultant, will join Berdon as a senior principal. He has guided Fortune 500 companies, middle market businesses and high-net-worth clients on the changing state and local tax laws. Industry expertise includes real estate, entertainment and media, hospitality, publishing, retail, SaaS (cloud computing) and manufacturing. He also represents clients in SALT audits, mediations, appeals (including administrative appeals, tax tribunals and tax court), and voluntary disclosures and closing agreements.

Goldstein also writes and presents on numerous state and local tax topics.

“The Berdon approach is to continuously expand and reinforce our skill sets to anticipate client needs, and SALT is one of our key areas of strategic growth,” says Wayne K. Berkowitz, partner and co-leader of Berdon’s SALT Practice. “Richard’s addition adds further strength to our niche expertise in this important area.”

AICPA Announces Annual Leadership Academy Graduates

The AICPA says 36 promising young CPAs from around the country have graduated from its four-day 2019 AICPA Leadership Academy in Durham, N.C.

The AICPA Leadership Academy uses interactive workshops to give participants access to advanced leadership training, networking activities and presentations from some of the profession’s top thought leaders.

The 2019 class discussed key issues and interacted with influential leaders in the profession including AICPA Chair Bill Reeb, AICPA President and CEO Barry Melancon and Mark Koziel, executive vice president of firm services.

“This year’s Leadership Academy class is an impressive group of diverse professionals who are well-positioned to take the next step in their careers,” says Reeb. “New technology is disrupting the profession and creating new opportunities and challenges for CPAs. These talented CPAs are a great example of the forward-thinking leaders who will not only help steer us through this transition but lead us beyond it.”

The AICPA Leadership Academy is meant to serve as a succession plan for the CPA profession, ensuring a strong base of future leaders to address the challenges of an ever-changing global business environment. The event also encourages self-reflection and a thoughtful exploration of how leadership impacts their personal and professional lives.

The program was designed to strengthen and expand the leadership skills of promising young professionals while they network with a peer group of talented and motivated CPAs. The 2019 participants comprised the eleventh graduating class, and nearly 400 CPAs have now graduated from the program.

“The Leadership Academy really helped me identify what skills I need as I establish myself as a leader in the profession,” says Brittany Cummings, 2019 Leadership Academy graduate. “The program has given me the tools and confidence to navigate our changing profession successfully and strengthened my confidence that I am steering my career in the direction I want it to go.”

This year’s class included representatives from 31 states. Participants were selected from public accounting firms of all sizes, business and industry, academia and consulting firms.

The full 2019 Leadership Academy class:

  • Lauren Aldrich, Heard McElroy & Vestal, Shreveport, La.
  • Robert Allen, The Allen CPA Firm, PLLC, Houston
  • Karen Bartlett, O’Brien Shortle Reynolds & Sabotka, Rutland, Vt.
  • Jose Borbon, Kearny Bank, Fairfield, N.J.
  • Chris Brown, Beall Barlcay & Company, Fort Smith, Ark.
  • Clara Cohen, Bedrock Wealth Strategies, Elmsford, N.Y.
  • Kelly Crow, Reynolds Bone & Griesbeck, Memphis, Tenn.
  • Brittany Cummings, BKD, Springfield, Mo.
  • Sarah Flischel, Kundinger Corder & Engle, Denver
  • Jessica Foster, Cohen & Company, Youngstown, Ohio
  • Austin Foust, HoganTaylor, Tulsa, Okla.
  • Amanda Gessner, Schmitz-Holmstrom, Bismarck, N.D.
  • Matt Heo, Aronson, Rockville, Md.
  • Michael Jamison, OnTarget CPA, Indianapolis
  • Andrew Jordan, Jordan CPA Services, Carthage, Mo.
  • Shakor Jukes, Target, Minneapolis
  • Brian Klintworth, HBE LLP, Lincoln, Neb.
  • Jennifer Koffman, Bellows Associates, Plantation, Fla.
  • Ryan LaRue, StoneTurn, Boston
  • James McGettigan, Stoker Ostler, a part of BMO Financial Group, Scottsdale, Ariz.
  • Lacy McMoarn, Marcum, Portland, Maine
  • Jessica Mytrohovich, Georgia Society of CPAs, Atlanta
  • Eugene Park, HeinfeldMeech Co., Phoenix
  • Becky Peterson, Woltman Group, Sioux Falls, S.D.
  • Colin Proctor, Marshall Retail Group, Las Vegas
  • Charlene Rhinehart, CEO Unlimited, Chicago
  • Alexandria Romero, McPherson Goodrich Paolucci & Mihelich, Pueblo, Colo.
  • Adam Schrom, Bloomberg BNA, Arlington, Va.
  • Navneet Sharma, KNAV, Atlanta
  • Jordyn Sherman, Advantis Credit Union, Clackamas, Ore.
  • Ashley Sullivan, Haddox Reid Eubank Betts, Jackson, Miss.
  • Dalton Sweaney, Gray Salt & Associates, Claremont, Calif.
  • Jana Walker, Northwestern Oklahoma State University, Alva, Okla.
  • Brittany Wilson, MHP, Cheyenne, Wyo.
  • Kendall Wilson, Dixon Hughes Goodman, Raleigh, N.C.
  • Samantha Young, Cohos Advisors, Lancaster, N.H.

More news from the AICPA

HHM CPAs Management Team Grows in Chattanooga Office

Chattanooga, Tenn.-based Henderson Hutcherson & McCullough (FY18 net revenue of $30.2 million) has hired five senior-level professionals in its Chattanooga office: two partners, a director, a manager and a senior accountant.

HHM has admitted John Klisch as a partner in the accounting and assurance department. He supports the department by providing specialized financial, accounting and auditing experience to mid-sized companies in various industries. For over 30 years, he has helped clients with mergers and acquisitions, regulatory requirements, complex technical issues and corporate governance best practices.

Also joining the firm’s leadership is Stuart McCallum, who was admitted as a partner in the management advisory services department. Bringing years of experience with one of the nation’s top accounting firms, he will provide businesses with due diligence support, transaction closing support and financial modeling. Prior to joining HHM, he was the vice president of investment banking for a boutique investment bank where he focused on the technology industry.

Additionally, Terry Winstead is HHM’s newest director in the accounting and assurance department, Brian Miller is now tax manager and Diane Mahoney joins HHM as a senior accountant.

“Bringing in additional talent will help HHM increase the value we can add to our clients and their businesses,” says MP Donnie Hutcherson.

Aldrich Announces John Lauseng as CEO-Elect

John Lauseng

Aldrich Group of Companies, based in Salem, Ore., announces that the board of partners has selected John Lauseng as CEO-Elect. He will serve as the fourth CEO in the 45-year history of Aldrich and assume the position of CEO on July 1, 2020.

Lauseng joined Aldrich in 2009 as an auditor in Aldrich CPAs + Advisors LLP (FY18 net revenue of $52.6 million). He served as the leader of the firm’s manufacturing industry niche and more recently he oversaw service quality, processes and technical staff across Alaska, Oregon, California and remote employees.

“When I joined Aldrich, I was looking for a company that was focused on impacting the lives of both the people who work here and the clients it proudly serves,” says Lauseng. “I look forward to continuing to listen to the needs of our clients and the ideas and aspirations of our people.”

Scott Daniels, chairman of the board of partners, says of Lauseng, “He is dedicated to the culture, people and clients of Aldrich and will continue to cultivate our entrepreneurial spirit that drives our desire to be leaders in the markets we serve.”

The Aldrich Group of Companies is comprised of the IPA 100 accounting firm, which offers traditional accounting services, and Aldrich affiliates, which provide technology, wealth management, retirement, business transition and employee benefit consulting services.