AAM Announces New Board of Directors

The Association for Accounting Marketing (AAM) announces its board of directors for the term beginning July 1. The association will be led by Laura Snyder, senior manager at Crowe Horwath, who assumes a one-year term as president.

Joining Snyder on the executive committee are:

  • Craig Browning, director of marketing, KWC, president-elect
  • Jen Lemanski, manager of practice growth, PKF Texas, vice president
  • Caren Rodriguez, director of marketing, DMJ & Co., secretary
  • Carrie Steffen, president and co-founder, The Whetstone Group, treasurer
  • Kristen Lewis, director of marketing, EisnerAmper, immediate past president

The officers are joined by 11 elected board members-at-large including:

  • Brian Swanson, founder/principal at Flashpoint Marketing
  • Mitch Reno, director of client experience/principal, Rehmann
  • Becca Davis, director of practice growth, Rea & Associates
  • Bonnie Buol Ruszczyk, president, BBR Marketing
  • Melissa Brogan, marketing director, Barnes Dennig
  • Chuck Ludmer, chief marketing officer, CohnReznick
  • Cheryl Bascomb, director of marketing and business development, BerryDunn
  • Mark Koziel, vice president, AICPA
  • Græme Gordon, executive director, Praxity
  • Pauline Gonnering, director of growth and operations, Cummings Keegan & Co.
  • Nathan Wozniak, marketing operations manager, BKD

CPAFMA Announces Top Award Recipient

Norman D. Saale

Norman D. Saale

Norman D. Saale, COO with McDermott & Miller and now Lutz employee in Grand Island, Neb., received the CPA Firm Management Association’s ACE (Achievement, Commitment, Excellence) Award at its June 2017 National Practice Management Conference in Fort Worth, Texas.

Selected offices of Grand Island, Neb.-based McDermott & Miller joined forces May 1 with Lutz of Omaha, Neb., (FY16 net revenue of $32.6 million).

During the awards presentation, Robert E. Biddle Jr., outgoing CPA Firm Management Association (CPAFMA) president, noted Saale’s skills in professionally managing Lutz’s practice, including internal operations of the firm with respect to financial oversight, budget preparation, human resources, CPE, technology, benefit and risk management insurance and programs, banking, campus recruiting and executive functions for the board of directors/shareholders.

According to Andrew Janzen, president and CEO of McDermott & Miller, now partner at Lutz, “Norm has always functioned as if he was an owner as he took care of everyone from shareholder to the new employee in some fashion. Norm’s only weakness may be that he tries too hard, but that is a great weakness to possess.”

Saale was instrumental in holding the McDermott & Miller offices together these last several years, until the fall of 2016 when three of the four offices would make the decision to join Lutz with one office venturing out on its own, according to CPAFMA. McDermott & Miller had four offices with a lot of local autonomy, practicing more as an association than a firm. Saale served as the primary lead during the decision-making and initial implementation process.

Once a new CEO was named, Saale served as an advisor and confidant. Saale’s retirement announcement was the springboard for many to make a determination of their future plans. Originally slated to retire at the end of 2016, the executive team at McDermott & Miller asked him to stay on through the transition. Saale is now scheduled to retire Aug. 31.

Allan Koltin, KCG Koltin Consulting Group says, “Norm has a way of not just seeing when things are wrong or need to change, but more importantly he always has a win-win solution to problems. His selfless passion allows him to see the firm succeed and it’s never about him but rather always what is best for the firm.”

Saale served on the CPA Firm Management Association’s National Board of Directors for eight years including the position of national chair.

Weiner Named Chair and CEO of Marcum, Bukzin Named Vice Chair

Jeffrey Weiner

Jeffrey Weiner

The executive committee of New York-based Marcum (FY15 net revenue of $412.4 million) has named Jeffrey Weiner chair and CEO and David Bukzin vice chair.

Weiner previously served as MP, a position he had held since 1990. Bukzin held several titles, including PIC of Marcum’s SEC services practice group. He will continue to lead the national SEC practice as well as the firm’s New York office.

Other leadership titles at the office and service line management levels have also been changed.

David Bukzin

David Bukzin

“All of these changes will help support Marcum’s continued growth and better align the firm with others in the accounting industry,” Weiner says. “As Marcum has expanded into new geographies and service offerings and absorbed other firms with their own cultures, it has become more complex over time to maintain a clearly defined leadership system. These changes will simplify things and make it easier for clients and future partners to understand our structure.”

Under Weiner’s leadership, Marcum has expanded from a one-office regional firm of 20 employees to a firm ranked among the largest in the United States.

CohnReznick Adds Three New Members to Its Executive Board

David Kessler

David Kessler

New York-based CohnReznick (FY16 net revenue of $589 million) has elected the following partners to serve as the newest members of the firm’s executive board: David Kessler, Mike Micholas and Alan Wolfson.

The board, including CEO, is responsible for the firm’s business and growth strategy and oversees the day-to-day operations of the management committee.

Each member’s term is three years with provisions for reelection. This year, Risa Lavine, principal and chief of staff, was re-elected to the board.

“As our newest board members, David, Alan and Mike bring diverse perspectives as representatives of distinct regions and industries in our firm,” says CEO Frank Longobardi.

Mike Micholas

Mike Micholas

Kessler is national director of the commercial real estate practice. He has more than 30 years of experience providing audit, tax and management advisory services to the real estate and financial services industries, representing clients nationally

Micholas is regional MP of CohnReznick’s Mid-Atlantic region. He has more than 30 years of auditing, accounting, tax and consulting experience. His responsibilities include developing profitable business opportunities, coordinating federal government contracting work and charting the future direction of the region.

Alan Wolfson

Alan Wolfson

Wolfson is OMP of the fim’s New York office, CohnReznick’s headquarters. He has more than 30 years of diversified public accounting, tax and consulting experience, and provides advisory services to his clients that help them position their businesses for growth and maximize available tax benefits.

The other members of CohnReznick’s Executive Board are: Longobardi, Lavine, Kevin Clancy, Keith Denham, George Klenovich, Michael Monahan, Scott Sachs, Ira Weinstein, Michelle Fleishman (ex-officio), Robert DeMeola (ex-officio).

BDO International Network Announces New CEO

Keith Farlinger

Keith Farlinger

Keith Farlinger, former CEO of BDO Canada and a member of the network’s Global Leadership Team in the role of CEO Americas, will succeed Martin van Roekel as CEO of the international BDO network.

Martin will step down as CEO Oct. 31, having been in the role for more than six years. During Martin’s time as global CEO, the BDO network has seen impressive growth and development, accomplishing global coverage.

“I am grateful to all BDO firms and their partners and staff for their great cooperation in the past years, supporting the ongoing changes and being very helpful and accommodating in the process of investing and building an even stronger and more successful BDO network – all the time maintaining our unique BDO culture,” says the outgoing CEO, who will continue with BDO in the capacity of vice chairman.

Farlinger was the CEO of BDO Canada for seven years and the Canadian member of the network’s global board from 2008 until 2015. Prior to that he was active for many years as an audit partner in BDO Canada. Immediately after completing his CEO term at BDO Canada, Keith joined BDO’s Global Leadership Team as CEO Americas. He remains heavily involved in the multiple audit innovation and IT developments within the BDO network.

“I intend to continue the same pace of development and level of activity that he has set in motion and trust that I can actively contribute to the further growth and success of the BDO network,” Farlinger says.

The global board’s agreement to appoint Farlinger as the new CEO of BDO International Limited was unanimous.

Freed Maxick Names New Firm Leader

Henry Koziol Jr.

Henry Koziol Jr.

Buffalo, N.Y.-based Freed Maxick (FY16 net revenue of $45.2 million) has announced that Henry Koziol Jr. has been named managing director, effective July 1. Koziol has been with Freed Maxick for more than 30 years and has served in a leadership role at the organization for more than 15 years.

“There is a long legacy of strong leaders at Freed Maxick who have guided us to serve our clients and our community by building personal relationships and I look forward to carrying on that legacy,” states Koziol. “What differentiates us is our people and depth of knowledge and I am committed to continued development of both to better serve our clients every day.”

The current firm leader, Timothy McPoland, has decided to return to a director role focused on business development as the firm expands its geographic footprint. He will also support the directors leading the assurance, SEC, litigation support and business valuation practice areas.

McPoland states, “I’m looking forward to getting back to what I really enjoy doing – business development and working directly with clients. This is where my passion is and I look forward to using my strengths in these areas to help our clients and continue the firm’s growth.”

Freed Maxick is an IPA 100 firm, with 36 directors and more than 300 employees in five New York offices – Buffalo, Batavia, Rochester, Syracuse and Albany.

New President at New Mexico Society of CPAs

Kelcy Flanagan

Kelcy Flanagan

The New Mexico Society of CPAs has announced that is has selected Kelcy Flanagan, the society’s continuing professional education and communications director, to serve in the role effective July 1.

Flanagan will replace John Carey and was chosen by the society’s search committee. “Kelcy has taken on every assignment she’s been given with efficiency, dedication and thoroughness,” Carey said in a statement. “She is richly deserving of this promotion. I look forward to working with her to ensure a smooth transition during the next few weeks.”

Established in 1930, the New Mexico Society of CPAs is an association uniting professionals who provide their time, talents and resources toward strengthening and enhancing the CPA profession in New Mexico.

Sneed Named President of DHG Wealth Advisors

Will Sneed

Will Sneed

Will Sneed has been named president of DHG Wealth Advisors (DHGWA), an independent investment advisory firm owned by Charlotte, N.C.-based Dixon Hughes Goodman (FY16 net revenue of $394 million).

Since joining the firm in 2006, Sneed has served in various leadership roles and most recently has served as managing director, working closely with Woody Hoyle, former president, to ensure continuity of leadership. While stepping down as president, Hoyle will continue working with his individual clients.

“I have worked with Will for many years now. His knowledge, paired with his ability to truly inspire others, makes him the ideal person to lead DHGWA into the future,” Hoyle says.

As a 30-year veteran of the investment industry, Sneed says, “With the incredible team of professionals at DHGWA, the culture we have established and the everyday synergies of working with DHG, I could not be more excited about the future. We have witnessed tremendous growth these past few years and I look forward to building upon the success of the past 16 years.”

Baker Tilly Partner is New President of New York State Society of CPAs

Harold Deiters III

Harold Deiters III

Harold Deiters III, partner at Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522 million) has been installed as the president of the New York State Society of CPAs (NYSSCPA). His one-year term starts June 1.

“Harold’s support and dedication to the NYSSCPA has continuously grown over the years and we are proud to have him take on this new role as president,” says Christine M. Fenske, MP of the firm’s practice in metropolitan New York. “His more than 20 years of experience have not only greatly benefitted our firm, but now will benefit the thousands of professionals he represents in the NYSSCPA as well.”

The NYSSCPA is one of the largest CPA state societies in the nation with over 26,000 members

Deiters is the PIC of the litigation and valuation consulting team in the New York regional offices of Baker Tilly. He specializes in business appraisal and forensic accounting and is experienced in valuations for matrimonial settlements, estate tax purposes, gift planning, shareholder disputes, buy/sell agreements and complex forensic accounting projects.

Yim Joins Sikich as CFO

John Yim

John Yim

Naperville, Ill.-based Sikich (FY15 net revenue of $116.6 million) has announced that John Yim has been hired as the firm’s new CFO.

He will oversee the firm’s financial strategy and processes as well as its internal information technology operations.

“John is a well-rounded finance professional with strong technical skills and strategic vision,” Sikich CEO Chris Geier says. “He will help advance our finance, treasury, accounting and IT operations, which will be crucial as we execute on our ambitious growth plans. John will also be a key player on our leadership team, and I expect him to make an immediate impact on the firm.”

Yim brings expertise in financial planning and analysis, cost accounting, enterprise resource planning implementations, and mergers and acquisitions to Sikich. He also has experience working in large partnership organizations. Yim previously served as global finance director for the human capital and benefits business segment at Willis Towers Watson. Before that, he held other financial roles at Towers Perrin and Towers Watson.

Yim says, “I look forward to helping Sikich enhance its financial processes and treasury management to ensure the company’s finance function supports and enables continuous growth.”