EY Names Boland as Vice Chair and Central Region MP

Julie Boland

Julie Boland

New York-based EY (FY16 gross revenue of $11.2 billion) named Julie Boland as EY vice chair and central region MP, succeeding Kelly Grier, effective July 1, 2018.

In her new role, Boland will be responsible for driving market leadership, developing and retaining talent, creating high-performing teams and providing exceptional client service for a regional practice of 10,000 professionals spanning 15 states and 17 offices.

“The central region is one of EY’s largest regions and its strong position comes from our purpose of building a better working world,” says Grier. “Julie has a passion for our people and culture having led Cleveland, the region’s second largest office, with outstanding growth, people engagement and recruiting results. During her 30-year career, she has served a variety of EY clients and is known for quality and integrity. Julie knows our region well and has the passion, mindset and experience to move it forward.”

“EY’s central region is known for its innovation, exceptional client service and its best-in-class execution of the talent agenda and people engagement. Under Kelly’s leadership, EY’s central region has built impressive momentum that I look forward to building upon,” says Boland.

Boland began her career as a CPA in the audit practice of another Big 4 firm. She then worked at J.P. Morgan and Goldman Sachs leading up to her CFO roles at publicly- and privately-held companies. Boland has served as EY’s Cleveland OMP since 2014.

RSM US Names Le Bihan Global Growth Leader

Frank Le Bihan

Frank Le Bihan

Chicago-based RSM US (FY17 net revenue of $2 billion) named Frank Le Bihan the new global growth leader.

In his new role, Le Bihan will lead growth strategies that maximize the firm’s U.S. and overseas strengths and resources. He will also continue to lead RSM US foreign desk strategy, currently covering eight countries.

“The multitude of business, regulatory, economic and geopolitical issues that come with international expansion are constantly evolving,” says Bill Gorman, COO. “Frank’s background and expertise will serve as a tremendous asset as we continue to identify and develop opportunities to work with our teams around the world to deliver the power of being understood.”

“As our clients are increasingly active in the global economy, Frank will be invaluable as they look to us to help them navigate and prepare for these challenges and new opportunities,” says Tom Ferreira, northeast regional MP. “Frank will provide leadership and coordination of resources to expand services to our internationally active clients and deliver a consistent RSM client experience across the U.S., Canada, Mexico and our other major trading partners in the world.”

Le Bihan has more than 20 years of experience working with U.S., Canadian and European companies on international strategic planning, cross-border expansion, and global compliance and financial reporting.

“I’m incredibly honored to lead growth strategies for the firm,” says Le Bihan. “This is an exciting time for our talented RSM team as we accelerate our journey to be the first-choice advisor to middle market leaders, globally.”

Alliott Group Welcomes Farmer as Worldwide Chairman

Colin Farmer

Colin Farmer

Colin Farmer has been named chairman of the Worldwide Board of Alliott Group.

Farmer helped to develop Alliott Group over the last 20 years from a relatively small and informal grouping of firms into a more commercially focused organization that now has a foothold in many of the world’s commercial centers.

“Colin brings unique personal and business attributes to the role of chairman that will help us to grow our geographic reach and the commercial value of the organization,” says James Hickey, CEO of Alliott Group. “His deep understanding of the needs of the owner and managers of international companies based in the U.K. and internationally combined with the strong relationships he has built through the years with member firms across the world will contribute significantly to his impact as worldwide chairman. Colin’s energy and entrepreneurial flair will be huge assets.”

Farmer states, “We are seeing a lot of disruption in the professions – it creates threats to the status quo, but also opportunities for those organizations that have a vision and are bold enough to take the steps needed to meet the changing needs of clients. Alliott Group is a pioneer in its sector and is implementing a strategic plan which differentiates it from less nimble competitors that tend to follow rather than lead. This is resulting in greater return on investment for our member firms and the community of international businesses and high net worth individuals we serve on an individual and collective basis. We have enjoyed strong leadership under Ken Miles – I now look forward to continuing his good work to develop Alliott Group – it’s a very exciting place to be right now.”

Former worldwide chairman Ken Miles, who steps down following the merger of his firm NSBN comments, “It is with a heavy heart that I leave my post as worldwide chair before the end of my term. While the merger is a very positive development for our firm, our clients and our hard-working staff, we are also extremely sad to exit such a high caliber group of entrepreneurial professional firms in which we have played an active part for over six years. It is of course difficult to quantify, but it could be that without the extra boost Alliott Group provided our visibility and reputation in the Los Angeles accounting market, we might not have been able to reach this next stage in our journey as a firm. On the other hand, our departure opens up an attractive opportunity for another growing, ambitious Los Angeles accounting firm. I am very confident that the organization will go on to achieve its innovative growth plans under the leadership of Colin Farmer.”

With Farmer being elevated to worldwide chairman, Asia Pacific chairman Jamie Towers, partner at Hanrick Curran in Brisbane, Australia, steps up to become deputy worldwide chairman.

Indiana CPA Society Names New President and CEO

Jennifer Briggs

Jennifer Briggs

Jennifer Briggs has been named as president and CEO of the Indiana CPA Society. She is the fifth CEO in the organization’s 103-year history.

Briggs joined the society staff in 2002 as the special projects manager and subsequently served as marketing manager, marketing director, director of member services, vice president – member services, senior vice president and chief operating officer.

“Jennifer is well prepared to take on this role,” says INCPAS chair-elect, Doug York. “She brings talent in many areas, not least of which is her ability to connect with all our members, regardless what field or stage of their career they’re in.”

Kernutt Stokes Announces New Chief Financial Officer

Cheri Aiello

Cheri Aiello

Eugene, Ore.-based Kernutt Stokes (FY17 net revenue of $10.4 million) welcomed Cheri Aiello as chief financial officer. She will be responsible for managing the financial actions of the firm.

“Her experience and attitude make her a great fit for the Kernutt Stokes team – we look forward to the positive contributions she will make to the firm, her co-workers, and our clients,” says Steven Ritchie, MP.

Kernutt Stokes provides comprehensive accounting and business consulting services to diverse groups of entrepreneurial businesses and individuals. In addition to core accounting services, Kernutt Stokes provides technology consulting, 401(k) plan administration, retirement planning and business consulting.

Blue & Co. Announces New Directors-in-Charge

Larry King

Larry King

Carmel, Ind.-based Blue & Co. (FY16 net revenue of $77.5 million) announced that Larry King has been appointed to succeed Steve Sheridan as the Columbus, Ohio office director-in-charge, effective Jan. 1, 2019. Kurt Beier has been appointed to succeed Bob Abel as the Carmel Office director-in-charge, effective Jan. 1, 2018.

King began his career at Blue & Co. in September 1994 as a staff accountant in the audit department of the Carmel office. He transitioned to the firm’s Indianapolis office and the health care practice in 1999, before moving to the Columbus office in 2004. He was promoted to director in Jan. 2013. He currently leads the audit and attestation services in the Columbus office and he has served on multiple internal committees.

Kurt Beier

Kurt Beier

Sheridan has lead the Columbus office since 2015 and has influenced significant office growth in that time. He will be retiring as of Dec. 31, 2018 and will assist in transitioning the responsibilities of director-in-charge to King throughout the coming year.

Beier joined Blue & Co. in 2002 as an intern, while completing his degree at Butler University in Indianapolis. He was promoted to director in Jan. 2016 and has played a pivotal role with key construction and not-for-profit clients while also transitioning to lead the manufacturing/distribution niche in Carmel. He is also an active participant on the firm’s manufacturing committee, charged with further developing the thriving niche across the firm.

Abel will transition to director emeritus next year and will continue to work full-time, serving clients while leveraging his considerable experience and expertise to support the growth and development of the Carmel office.

Yeo & Yeo Elects New Members to Board of Directors

David Youngstrom

David Youngstrom

Saginaw, Mich.-based Yeo & Yeo CPAs & Business Consultants (FY16 net revenue of $30.7 million) elected David Youngstrom and Michael Georges to the board of directors effective Jan. 1. They will serve a two-year term.

Youngstrom, principal, is the assurance service line leader. He is responsible for all audits performed throughout Michigan, and provides audit services for school districts, government entities and for-profit businesses. He is a frequent presenter on audit topics at statewide conferences and provides various consulting services. He has 22 years of public accounting experience.

Michael Georges

Michael Georges

Georges principal in the Ann Arbor, Mich., office, joined Yeo & Yeo in 2014 and has 35 years of public accounting experience. He leads the firm’s nonprofit services group. His areas of expertise include audit services for nonprofit organizations, government entities and school districts, as well as tax planning and preparation for individuals, small and medium-size businesses, and nonprofit organizations.

Eide Bailly Board Re-Elects Officer and Adds New Member

Jeremy Hauk

Jeremy Hauk

Jeremy Hauk has been re-elected to a three-year term on the board of directors for Fargo, N.D.-based Eide Bailly (FY17 net revenue of $269.4 million).

Hauk is a partner in the firm’s Billings, Mont., office. With 28 years of experience, he provides tax, consulting and business advisory services to a wide range of industries, including financial institutions, real estate, dentist and physician groups, as well as income tax and estate planning for individuals.

“I am very grateful to have the support of my fellow partners to represent the firm in this capacity,” Hauk says. “It is an exciting time in our profession. Rapid changes in technology will dramatically change how our clients and, consequently, we ourselves do business. Developing a culture of innovation – and embracing the rapid pace of change – are the keys to our firm’s success.”

Ben Ellingson

Ben Ellingson

Ben Ellingson also joins the board of directors for a three-year term as a new member. As the PIC of the firm’s Mankato, Minn., office, Ellingson focuses primarily on nonprofit and closely-held businesses, including the construction, manufacturing and wholesale distribution industries. In addition to traditional tax and audit services, Ellingson holds expertise in operational efficiencies, tax strategies, internal controls and strategic business planning.

“I hope to represent the partnership’s objectives of growth, attraction and retention of high-performing team members and capitalizing on the opportunities presented by our ever-changing environment,” says Ellingson.

ABBB Partner Named Experienced Leader of the Year

Michelle Ryan

Michelle Ryan

Michelle Ryan, partner at Great Bend, Kan.-based Adams Brown Beran & Ball Chtd. (FY16 net revenue of $18.2 million) has been named the recipient of the Woman to Watch Experienced Leader award, given by the AICPA and the Kansas Society of Certified Public Accountants (KSCPA).

“Michelle’s dedication to the firm and her community exemplify her as a Woman to Watch Experienced Leader,” says Brian Staats, MP at ABBB. “Congratulations to Michelle on this prestigious accomplishment. We are honored to have her on our team!”

The Woman to Watch Experienced Leader award recognizes those who have established their roles as leaders in their organizations by advancing to the highest levels of management or ownership and by mentoring those following in their footsteps.

Ryan reviews business, individual and estate tax returns, and consults on a variety of tax planning issues, including business consulting, new entity setup, retirement and succession planning. In addition, she leads the firm’s CFO/Virtual Back Office Service Line and manages the firm’s Colby and Atwood office operations.

BDO Names New Co-Leaders to International Private Equity Competency Center

Scott Hendon

Scott Hendon

BDO Global has named Scott Hendon, Jamie Austin and John Stephan as the new co-leaders of BDO’s International Private Equity Competency Centre (IPECC).

IPECC is a collaborative global initiative that connects private equity firms pursuing international investments with advisors based in their target countries. It has a network of more than 2,000 corporate finance professionals spanning more than 100 countries.

“Whether a private equity firm is looking to break into a new international market or sustain steady cross-border deal flow in familiar regions, it is essential to have a team of advisers on the ground, and IPECC is key to facilitating those connections,” says Hendon. “There’s no substitute for first-hand experience with a country’s specific regulatory requirements and tax structures.”

Jamie Austin

Jamie Austin

“There is a rich history of collaboration among BDO’s global private equity professionals, which equips our clients to excel in their international pursuits,” says Keith Farlinger BDO Global’s CEO. “I’m confident the new leadership team will continue to accelerate cross border collaboration across the firm.”

Hendon is leader of BDO USA’s private equity practice and on the board of directors of BDO Capital Advisors, the investment bank affiliated with BDO USA. With more than 31 years of experience providing tax consulting services, Hendon is involved in structuring and due diligence work for portfolio company acquisitions for strategic buyers and private equity funds.

John Stephan

John Stephan

Austin is a corporate finance partner and head of private equity at BDO United Kingdom.

Stephan is a partner in BDO United Kingdom’s mergers and acquisitions team and is the UK partner on BDO’s international mergers and acquisitions steering committee.