Citrin Cooperman Appoints New Co-Leader of Franchise Practice

Michael Iannuzzi

Michael Iannuzzi

New York-based Citrin Cooperman (FY15 net revenue of $207 million) announces that Michael Iannuzzi, audit partner, has been appointed co-leader of the franchise practice.

As active members of the International Franchise Association, Citrin Cooperman’s franchise practice works with franchisors, multi-unit franchisees and private equity firms in many key niche areas, including restaurants, QSRs, fitness centers, entertainment services, educational service and junk removal companies.

“I have had the pleasure of working with Michael for over 10 years and he has proven himself as an ambassador and resource to the franchise community – domestically, internationally and operationally,” says Aaron Chaitovsky, the partner who leads the practice.

Iannuzzi has been advising franchisors and multi-unit franchisees for over a decade on various matters, including franchise performance representations, franchisee unit matrix, franchise disclosure document presentations, advertising fund structure, corporate structuring and restructuring, revenue recognition and asset protection. One of Iannuzzi’s primary responsibilities has been managing the domestic audit of one of the largest QSR franchisors in the world.

Iannuzzi says, “I am looking forward to creating new ideas, relationships and strategies to continue growing and enhancing the firm’s franchise practice for the next generation.”

New Leadership Roles for Two at Rehmann

John Pridnia

John Pridnia

Saginaw, Mich.-based Rehmann (FY15 net revenue of $116 million) announces that two leaders are taking on new roles June 1 – John Pridnia becomes Rehmann’s new firmwide director of tax and Chris Morse moves from director of tax to regional managing principal of Rehmann’s Greater Michigan region, which covers Saginaw, Grand Rapids, Traverse City and other important Rehmann locations.

Pridnia previously served as a regional tax director. Morse, after succeeding in a variety of firm and community leadership roles, “will carry his passion and infectious enthusiasm to further enhance client service capabilities throughout the firm,” Rehmann announces.

Chris Morse

Chris Morse

“John and Chris have proven to be great leaders and strong contributors at Rehmann,” says Rehmann CEO Randy Rupp.

Wayne Pahssen will transition from his position as regional managing principal as Morse steps in to focus on individual tax and wealth management clients. “Chris, John and I all know that Wayne leaves big shoes to fill in this leadership role,” says COO Stacie Kwaiser. “His work ethic and determination have put the firm in a strong position to leap forward in growth and client service over our next 75 years.”

Warren Averett Member Appointed to Alabama State Board of Public Accountancy

Steven Barranco

Steven Barranco

Birmingham, Ala.-based Warren Averett (FY15 net revenue of $115.4 million) announces that Steven Barranco was recently appointed by the governor, and confirmed by the Alabama Senate, to serve a four-year term on the Alabama State Board of Public Accountancy.

The board is responsible for enforcing Alabama’s accountancy laws and regulations, which govern Alabama CPAs and Public Accountants.

Barranco joined Warren Averett in 1989 and is a member of the firm’s health care consulting division and of the health care reform advisory team. His specialization includes physician group practices and other health care-related companies. Barranco also provides assurance and tax services to individuals and small businesses. He served as president of the Alabama Society of CPAs in 2006-2007 and is very involved in the Montgomery community having served on several nonprofit, charitable and professional boards.

Pervez Joins CohnReznick to Lead Private Client Services for New York Office

Stephanie Pervez

Stephanie Pervez

New York-based CohnReznick (FY16 net revenue of $589 million) has selected Stephanie Pervez to lead the private client services practice in the New York office.

Before joining CohnReznick, Pervez was a managing director in the private client services group at a major accounting firm. She brings more than 17 years of experience with tax and financial matters affecting entrepreneurs, executives and wealthy individuals. She has worked with numerous families in developing leading edge tax strategies and structures including alternative investments, domestic and foreign entities, and trusts.

“Our private client services practice is an important function of our New York office, providing private clients with solutions that help them maximize wealth and preserve their assets through proper planning and guidance,” says Alan Wolfson, OMP of the New York office. “I’m looking forward to the contributions that Stephanie will bring as a leader in this office.”

Her primary practice areas are federal and state tax consulting and compliance for individuals, partnerships, fiduciaries, estates and charitable organizations as well as family wealth transfer and estate planning. She is also knowledgeable in international and cross-border planning.

Fenske Named MP for Baker Tilly’s New York Practice

Christine Fenske

Christine Fenske

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522 million) announced that partner Christine Fenske has been named MP of the firm’s practice in metropolitan New York.

Fenske is a prominent and influential leader at Baker Tilly. She is currently a partner in Baker Tilly’s financial services group and leads the firm’s asset management team. Additionally, Fenske serves on the firm’s board of partners. She also was a founding member of Baker Tilly’s Growth and Retention of Women (GROW) initiative, a program that has accomplished much to advance women leaders at the firm.

“Chris will play a key role in serving our clients in the greater New York region. She will also work to strengthen and heighten the firm’s presence and influence with clients in this very important strategic market,” says Jeff Ferro, executive MP of Baker Tilly’s East region.

Fenske joined Baker Tilly in 2004 with expertise in financial services audit and advisory engagements, mergers and acquisitions, SEC filings including initial public offerings and other complex business issues.

“I am pleased and honored to be named managing partner for the New York business unit and to lead this great team,” Fenske says. “We have tremendous people and talent and I am very much looking forward to empowering and enhancing their efforts to serve our exceptional clients throughout the region.”

As MP, Fenske will be responsible for the day-to-day operations and management of the firm’s offices in Manhattan, Metropark and Melville, Long Island. She will continue to serve as the leader of the firm’s asset management team, focusing on the New York market.

BKD Announces New Leadership Positions for Webb, Ronsse

Travis Webb

Travis Webb

Springfield, Mo.-based BKD (FY16 net revenue of $537.6 million) announces the following leadership changes: Travis Webb, MP of the Denver and Colorado Springs, Colo., offices since 2008, is taking the helm of the firm’s auditing practice in the headquarters office. The new Denver and Colorado Springs MP is former Tulsa, Okla., chief Jeff Ronsse. Both will take their new posts on June 1.

“I’m confident Jeff is ready for new challenges as he steps into his new role,” said BKD CEO Ted Dickman. “His skills and talents will undoubtedly take the Colorado offices far.”

Jeff Ronsse

Jeff Ronsse

Webb says, “It’s difficult to leave a role I’ve enjoyed so much, but I have no doubt Jeff will lead the team to even greater results and accomplishments.”

During his tenure in Oklahoma, Ronsse served in many leadership roles, including accounting and auditing director, recruiting director and commercial team niche leader. His practice areas of focus are in the energy, manufacturing and distribution sectors, with an emphasis on private equity-backed companies.

BKD has 2,600 employees in 50 states. The Denver office launched in 1993. One year ago, the office moved its 100 local employees into new space in downtown Denver.

Soileau to Serve on IIA North American Board

Laura Soileau

Laura Soileau

Baton Rouge, La.-based Postlethwaite & Netterville (FY16 net revenue of $57.6 million) has announced that director Laura Soileau has been elected to serve on the Institute of Internal Auditors (IIA)’s North American board, as well as a North American director on The IIA’s global board.

The mission of the IIA North American board is to ensure that volunteer and staff activities of the IIA adequately address the needs of the members and chapters through monitoring programs and services, as well as budgeting. The new board members will take office in July 2017.

Aprio Announces New Leader for CEO Tools

Jim Canfield

Jim Canfield

Atlanta-based Aprio (FY15 net revenue of $73.5 million) announces Jim Canfield as the new leader for CEO Tools.

Aprio, formerly Habif Arogeti & Wynne, says CEO Tools offers easy-to-use management tools and assessments that provide business leaders with greater insights into the financial mechanics of their business and how to improve operational performance and profitability.

CEO Tools by Aprio is based on the work of Kraig Kramers, a nationally known speaker and business consultant. In 2001, Kraig authored CEO Tools: The Nuts-n-Bolts of Business for Every Manager’s Success; Aprio acquired the intellectual property of CEO Tools in 2015.

Throughout his career, Canfield has focused on empowering CEOs and senior leaders to improve their businesses and their leadership skills through leadership development, executive coaching, business mentoring and peer-to-peer sharing. Under his leadership, CEO Tools will expand its offerings to include a modernization of the CEO Tools book, originally written by Kramers, expanded online tools, executive leadership coaching, and speeches and presentations on critical topics for growing businesses.

“CEO Tools by Aprio is another example of how we strive to bring value to our clients beyond traditional tax and accounting services,” says Richard Kopelman, CEO and MP.

HLB International Welcomes New CEO

Marco Donzelli

Marco Donzelli

HLB International, a global accountancy network with presence in 140 countries, has announced that Marco Donzelli has been appointed CEO.

Donzelli, previously COO, is leading the network’s mission to ensure that HLB International cements its position as a global player in the industry.

Donzelli joined HLB International in February 2012 as head of strategic network development and then moved to the position of COO in August 2015. During that time, he has diligently helped grow the network’s cross-border business, and drove HLB International’s growth rate.

David Stene, HLB International chairman, says, “We are delighted to have Marco in place as our CEO. His efforts have led to the significant growth of the network and he is well respected by members and clients alike. He has a great vision for the network and is dedicated to ensuring the future success of HLB International.”

Donzelli’s career has focused on leading business development projects, entrepreneurial initiatives, business transformation and change management programs. He started his career in Italy, where after a brief period with Deloitte, he moved to Deutsche Bank, where he spent over six years in both commercial and internal consultancy roles before moving to the U.K. There, he set up a food-tech business and then joined MagicSolver, a top U.K. mobile innovator.

Donzelli says, “I am excited to be taking up my new position and delivering on our mission to help support our member firms and their clients leverage business advantages that will result in growth.”

Peric Appointed to Illinois Department of Revenue Group

Gary Peric

Gary Peric

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522.3 million) announces that partner Gary Peric has been appointed by Illinois Department of Revenue (IDOR) Director Constance Beard to serve on the director’s advisory group. The group comprises state tax practitioners willing to devote time to advise the director on issues faced by the IDOR and the state of Illinois.

“This is a great opportunity for Baker Tilly to give back to the business community by advising in a nonpartisan manner on significant tax changes,” Peric says.

Peric leads Baker Tilly’s state and local tax (SALT) practice. Baker Tilly’s SALT professionals offer specialized expertise that helps businesses and individuals understand and comply with increasingly complex state and local tax and unclaimed property requirements.