Weaver Announces Tax Services Restructure and Leadership Changes

Houston-based Weaver (FY18 net revenue of $127.1 million) has restructured and expanded its tax services to enhance the firm’s ability to deliver specialized services and greater value to clients. The restructuring also expands the opportunities for employees to develop their leadership and specialized technical skills.

Effective June 1, Weaver’s tax practice includes three groups: business tax services, private client services and investment fund services. Sean Muller is the COO for all tax services. Business tax services is now led by two partners: Clint Siddons, promoted to PIC for the North Texas region; and Robert Henry, promoted to PIC for the South Texas region. For the private client services group, Elizabeth Bunk was promoted to PIC for the South Texas region and Justin Reeves to PIC for the North Texas region. For the investment fund services group, Lisa Head was promoted to PIC of investment fund tax services. Working with Mark Watson, PIC of tax quality and risk management (QRM), are Sam Wren, promoted to the PIC of business tax QRM, and Laura Roman, promoted to a new role as the PIC of tax education.

“Recently, we’ve added several new partners and practices such as our investment fund group,” says Muller. “We have seen a significant increase in value from placing more focus on tax work for private equity and other alternative investment funds, as well as their portfolio companies. Growth in this sector helps us enhance the technical expertise of our team members and provide more insightful service to these niche clients.”

“This opportunity allows us to work with all of our partners and staff to take our tax service line to new heights,” Muller continued. “Together, we will deliver new value to our current and future tax clients. I look forward to what the future holds for the firm and the tax practice.”

The business tax services group focuses on compliance and consulting for public companies; private equity portfolio companies and large companies.

Weaver’s private client services group captures the majority of the firm’s current tax clients, focusing on individuals and small to mid-size businesses. They will provide tax compliance and consulting as well as estate, gift and trust tax services.

Weaver’s investment fund services group focuses on compliance and consulting for hedge funds, venture capital funds and private equity funds.

Herringer Elected President of NYSSCPA

Jan Herringer

Jan Herringer

Jan Herringer, partner at Chicago-based BDO USA LLP (FY18 net revenue of $1.5 billion), began her one-year term as president of the New York State Society of CPAs (NYSSCPA) on June 1.

A member of the NYSSCPA since 2005, one of Herringer’s goals as president will be diversity and inclusion within the profession, expanding the work of the NYSSCPA Diversity and Inclusion Committee, which aims to attract and advance aspiring professionals regardless of race, gender, sexual orientation, religion or disability status. She has been an integral part of the NYSSCPA’s Women’s Initiative for the profession, which will culminate with a Women’s Initiative Conference in January 2019.

Prior to her presidency, Herringer also served as a member of the NYSSCPA Board of Directors and Executive Committee, and as past chair of the Accounting and Auditing Oversight and Auditing Standards committees, and was a member of the Board’s Audit Committee in 2014. Throughout her membership, she served on multiple statewide and chapter committees. Herringer is the current member of the NYSSCPA Legislative Task Force. She also serves as a member of the governing council for the AICPA.

Herringer is currently BDO USA’s National Assurance Group partner, responsible for ensuring firm compliance with all applicable auditing standards through the review, development, and updating of firm methodology and supporting forms and templates, as well as responding to questions from the field on audit-related matters. She actively participates in the standards-setting process through the development of comment letters on auditing and reporting matters. Herringer spent more than 11 years with BDO as part of the firm’s National Assurance practice, focusing on the auditing standards of the Public Company Accounting Oversight Board (PCAOB), the AICPA’s Auditing Standards Board and the International Auditing and Assurance Standards Board.

“Jan’s inclusion initiatives will be crucial in continuing our goal of building a diversified profession that values and attracts the best talent for the future of the profession,” says Joanne Barry, NYSSCPA Executive Director and CEO. “That, coupled with Jan’s respect on a national level in the auditing standards arena, will provide a year of robust representation for the members of the NYSSCPA.”

ConvergenceCoaching Announces Transformational Leadership Program™ Graduates

ConvergenceCoaching LLC announced the 2017-18 Spring Transformational Leadership Program™ (TLP) graduating class.

“Our Spring 2017-2018 program completed on May 30th and we are pleased to congratulate our most recent TLP graduating class,” says Tamera Loerzel, partner at ConvergenceCoaching. “We are honored to have been a part of our graduates’ leadership journey. It is truly our privilege to guide NextGen leaders as they practice new leadership and management techniques and position themselves for future leadership with their firms.”

Congratulations to the graduates of the Spring 2017-2018 program:

  • Marianna Willey, tax senior manager with Bader Martin PS
  • Kevin Majchrowicz, partner with Brock Schechter & Polakoff LLP
  • Laura Clark, tax senior manager with Caler Donten Levine Cohen Porter & Veil PA
  • Breanna Howard, senior manager with Cooper Norman
  • Sharon Cook, senior tax manager with Gelman Rosenberg & Freedman CPAs
  • Walt Derengowski, audit partner with Gelman Rosenberg & Freedman CPAs
  • Ricardo Trujillo, partner with Gelman Rosenberg & Freedman CPAs
  • David Sternberg, partner with Green Hasson Janks
  • Debby Baker, manager with Grimbleby Coleman
  • LeeAnne DeCosta, supervisor with Grimbleby Coleman
  • Kathy Wilson, shareholder with Grove Mueller and Swank PC
  • Chad Pfeiffer, partner with HBE LLP
  • Sarah Langham, senior manager with HoganTaylor LLP
  • Melania Powell, senior manager with HoganTaylor LLP
  • Zach Chalifour, partner with James Moore & Co.
  • Kari Young, senior manager, Jones & Roth PC
  • Ashley Christie, director with Katz Sapper & Miller
  • Chris Baxter, senior manager with Peterson Sullivan LLP
  • Erika Allen, senior manager with Peterson Sullivan LLP
  • Kristi Meier, principal with Presley & Partners
  • Carrie Steffen, president with The Whetstone Group
  • David Schwartz, manager with Wilkin and Guttenplan PC

“Our firm has accessed the TLP to help nine of our future leaders increase their self-awareness and develop new skills. Through TLP, they refine their performance, identify their passions and interests and clarify their pathway with our firm,” says Clive Grimbleby, MP with Grimbleby Coleman CPAs Inc. “We truly appreciate ConvergenceCoaching’s shared faith and values and their personal investment in our leaders’ success.”

The ConvergenceCoaching®, LLC Transformational Leadership Program™ is a one-year accelerated “finishing school” for CPA firm high potentials. “With the rapid pace of succession and leadership transition, part of our mission is to provide truly transformative leadership development so future leaders are ready to take on new and meaningful leadership roles in their firms,” says Jennifer Wilson, co-founder and partner. “Each bright graduating class affirms our enthusiasm about the future of the profession. And we are grateful to have just kicked off our 2018-2019 Spring program with a new group of 26 talented NextGen leaders.

LBMC Names New Leaders

Courtney Bach 

Brentwood, Tenn.-based LBMC (FY17 net revenue of $89.8 million) announced executive leadership appointments to help accommodate company growth in the areas dedicated to serving a variety of health care client needs. The company has named three professionals as new leaders: LBMC Healthcare specialists Courtney Bach and Meredith Douglas as audit and advisory division shareholders and the addition of former KPMG’s health care information security expert, Mark Johnson, to lead the LBMC Healthcare Cyber Security Division.

“I am pleased to congratulate Courtney and Meredith as our newest shareholders and to welcome Mark to our LBMC family,” says Jeff Drummonds, CEO of LBMC. “These exceptional leaders bring nearly 50 years of collective experience and expertise in health care audit and advisory, compliance, risk and information security and join us at a transformational time for our firm. I look forward to seeing them lead the way as we continue to provide solutions for our clients’ expanding needs – both in the near and long term.”

“Courtney, Meredith and Mark are all proven to be leaders in their respective areas of healthcare expertise,” says Greg Eli, Healthcare Practice Leader of LBMC.  “As we continue to focus on expanding our Healthcare Practice nationally, these three specialists will allow us to sustain our significant growth, while maintaining our commitment to client service that has helped make LBMC the firm of choice in Tennessee. These individuals are very deserving of their promotion within our Healthcare Practice.”

Meredith Douglas

Bach has more than 10 years of professional experience in health care audit and advisory services. Over the past 10 years, Bach has directed audit, consulting and due diligence health care engagements for hospitals, behavioral health providers, continuing care retirement communities, independent and assisting living facilities, nursing homes and hospice care organizations.

Douglas began her career with LBMC and has more than 13 years of professional experience in health care audit and advisory services. She manages and oversees teams on audit, review and consulting engagements for all types of health care organizations. Douglas works with a number of hospitals, both for-profit and not-for-profit, behavioral health and long-term care providers, health care technology companies, ambulatory surgery centers and independent physician associations, providing these organizations annual attest services, as well as advising and consulting on complex financial accounting and reporting matters.

Mark Johnson

Johnson has more than 26 years of information security experience providing solutions to commercial companies, non-profit organizations and various United States Federal Government agencies, including the design, development, implementation and administration of information security strategic programs. He is a nationally recognized leader in information security and comes to LBMC from KPMG where he led the national healthcare industry cyber security services.

Johnson joins the nationally acclaimed LBMC Healthcare Information Security division where he will lead the growing healthcare security client needs as they build and maintain security programs that reduce risk, mitigate threats and maintain compliance.

New President for DFK Canada

Nigel Jacobs

Nigel Jacobs, CEO of Hamilton, Ontario-based Taylor Leibow (FY17 net revenue of $12.4 million) has been appointed as president of the national group of DFK International.

He officially took over from Andrew Logan, senior partner of Teed Saunders Doyle, at the annual conference of DFK Canada held in New Brunswick in June.

Chad Knippel, partner at Kingston Ross Pasnak, was made president elect and Beth Porter, partner at Noseworthy Chapman, was welcomed as vice president, becoming the newest member and first woman to serve on its executive committee.

Jacobs joined Taylor Leibow after moving to Canada from his native South Africa in 1994, the same year that the firm joined DFK International, and has since progressed within both organizations.

He was appointed CEO of Taylor Leibow in 2002, one of the largest independent regional accounting and advisory firms in Southern Ontario, and was made vice president of DFK Canada in 2014 prior to becoming president elect in 2016.

“I am really excited to take on the role of president,” says Jacobs. “DFK Canada is in a strong position and Andrew did a great job in terms of furthering our leadership program by making sure we train our future leaders. I intend to build on this platform by focusing on strategic new member recruitment but not forgetting about effective succession planning within our member firms, and engaging more with our younger partners to make us stronger.”

“Technology is also important and we want to help our firms prepare for change so that they stay ahead of the curve,” Jacobs continued. “The beauty of DFK is that we are independent and yet we share best practices to learn from each other which is very valuable for our firms, and I will be looking to further enhance this as part of a strategic review that I am undertaking with our Executive Director Lynn Morrovat.

Reflecting on his term as president, Logan said, “We have made some significant changes in the last two years or so and I think they put DFK Canada in a much stronger position. We moved to an association management firm to run our affairs – and we hit a home run.  We are seeing the rewards and it will leave a very good legacy going forward.”

RSM Names Banse National Franchise Leader

Chris Banse

Chris Banse

Chicago-based RSM US LLP (FY18 net revenue of $2.1 billion) announced that Chris Banse has been named as the firm’s national franchise leader.

In his new role, Banse will provide insights to the marketplace about issues and trends affecting franchisors and franchisees. He will also enable retail and restaurant client service teams to provide franchise-specific insights. Banse, an audit partner in Dallas, has more than 15 years of experience serving retail and restaurant companies.

“The franchise industry is set up for another year of growth,” says John Nicolopoulos, national retail and restaurant sector leader with RSM US LLP. “Chris’ background and expertise will serve as a tremendous asset as we continue to serve middle market franchise clients and deliver ‘the power of being understood’ to help them navigate this exciting time in the marketplace.”

“I am excited for this opportunity to lead the franchise team for the firm,” says Banse. “I look forward to working closely with our retail and restaurant industry teams as we continue to successfully serve a growing number of middle market franchises.”

Grant Thornton Names Baril National Managing Principal of Innovation

Kevin Baril

Kevin Baril

Chicago-based Grant Thornton LLP (FY17 net revenue of $1.8 billion) has named Kevin Baril as the firm’s national managing principal of innovation.

In this newly created role, Baril will ensure that innovation is central to Grant Thornton’s services model. This will include launching new internal and client platforms and leading innovation investment and commercialization, as well as co-innovation with Grant Thornton’s clients.

“Our clients’ needs are changing fast: Technology and automation are upending the status quo, and they’re creating new ways for Grant Thornton to generate value for our clients,” says Mike McGuire, CEO of Grant Thornton. “Kevin will help our clients take what we call a ‘Status Go’ approach — to play the same course as everyone else but with a unique game.”

“All companies struggle with transformation,” says Baril. “That’s why Grant Thornton approaches innovation differently – putting the business strategy before the technology, and innovating alongside our clients, not off in some distant center. The result is the best solution, instead of something miniaturized from the largest corporations.”

Baril has more than 27 years of consulting experience focused on strategy, technology transformation and systems implementation. He has consulted clients across industries on a broad range of business technology issues. These include cloud solutions, service offering strategy and formulation, application management, go-to market execution, and sales and business development management.

Previously, Baril was a principal on Grant Thornton’s Business Consulting & Technology team in Advisory Services. Prior to joining Grant Thornton, he served as vice president of Global Business Services at IBM.

Caleca, MP of Brown Smith Wallace, Named MSNA Board Vice Chair

Tony Caleca

Tony Caleca

Tony Caleca, MP of St. Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million) has been named vice chair of the Moore Stephens North America executive board. MSNA is one of eight regional members of Moore Stephens International Limited (MSIL).

As vice chair, Caleca will serve on the MSIL international policy board alongside leaders of other top performing CPA and business advisory firms throughout the world. This will provide Brown Smith Wallace clients expanded depth of the Moore Stephens worldwide organization, while still maintaining the highest level of local accounting firm attention on a regular basis. Caleca is the first Brown Smith Wallace MP to serve on the MSNA executive board.

Brown Smith Wallace has been an independent member firm of MSNA since its inception. This affiliation allows Brown Smith Wallace to extend its reach to serve middle-market companies across the U.S. and the world.

Hansen Named Chairman of The Association

Eric Hansen

Eric Hansen

Eric Hansen has been named chairman of the Association of International Certified Professional Accountants (the Association) – the global accounting organization formed by members of the Chartered Institute of Management Accountants (CIMA) and the AICPA to advance public and management accounting worldwide.

The governing councils of the AICPA and CIMA approved the one-year appointment of Hansen, who also serves as chair of the AICPA. He will work closely with CIMA President Steven Swientozielskyj, who will serve as Association vice chairman, to meet the needs of 667,000 members and students across 184 countries and territories.

Steven Swientozielskyj

Steven Swientozielskyj

“The competency and integrity we stand for as a profession has never been more important than it is right now as businesses and clients navigate intensifying complexity at hyperspeed,” says Hansen. “To help them keep pace, we have to push ourselves further and faster – reimagining services, seizing new technologies and developing new skills. The Association is leading the profession to meet the needs of this transformational time, and I am humbled and honored to serve in this role.”

Hansen brings significant experience to the post. He is COO at Springfield, Mo.-based BKD (FY17 net revenue of $564.4 million), where he oversees firmwide operations and acts as a liaison between BKD’s national office and its four regions. He has provided audit, tax and consulting services to companies in the manufacturing, health care, construction, transportation and the financial services industries.

He also has a legacy of service to the profession. In addition to his tenure as chair of the AICPA, he has served as chair of the AICPA finance committee and as a member of the AICPA’s Major Firms Group, among other activities.

Swientozielskyj also brings extensive experience to his role as vice chair of the Association. His career includes a number of senior finance roles across the private, public and consultancy sectors. During his tenure at Network Rail, he led the setup of its financial shared services, which within three years was benchmarked as a world-class facility. Swientozielskyj has been a member of CIMA since 1980 and has held numerous volunteer leadership positions.

BRC Names Moody as Firm’s First CEO

Alisa Moody

Alisa Moody

Greensboro, N.C.-based Bernard Robinson & Co. LLP (FY17 net revenue of $16.1 million) is proud to announce the appointment of Alisa Moody as the firm’s first CEO. Moody has contributed to the firm in numerous roles over her 27 years. She has significant experience as a firm resource serving most recently as the firm’s COO. Her focus will be to implement strategy and guide the firm’s financial, administrative and operational structure.
“Alisa will sustain our forward and upward trajectory,” says Wade Pack, BRC’s MP. “She will ensure we properly support the firm and everyone in it. I couldn’t be happier for Alisa, or for our firm.”

“Alisa’s vision and unique ability to assess firm operations brings excitement to everyone as our first Chief Executive Officer,” says Andy Harding, director of Practice Development. “Alisa knows how to leverage all practice areas to successfully grow a professional services firm”.

Today BRC operates as a leading CPA firm with trusted business advisors engaged in guiding middle market companies, family businesses, private companies, not-for-profit organizations, estates, trusts and government entities with dedicated teams who also serve several key industry sectors. BRC serves clients across North Carolina and throughout the Southeast.