Boomer Consulting Announces Leadership Changes

Arianna Cambell

Boomer Consulting has announced that Arianna Campbell, Lean Six Sigma Black Belt, has been named director and will lead Boomer Consulting’s Lean Six Sigma process improvement practice.

In her role as a director, she will blend concepts from Lean Six Sigma with the Boomer Consulting team’s expertise. She has been a member of the team since 2008.

“Arianna is a strong, respected leader and consultant who has proven her abilities to excel time and time again,” says Jim Boomer, CEO of Boomer Consulting. “Our Lean Six Sigma consulting, training and community will thrive under her leadership. With Arianna at the helm, we have tremendous opportunity to fully integrate our process offerings with the other critical areas driving success in CPA firms.”

Dustin Hostetler has transitioned out of Boomer Consulting to spend more time with his family and pursue other endeavors outside of consulting to public accounting firms.

“We appreciate everything Dustin has contributed to the success of our clients and company over the last three years and wish him well in the future,” Boomer says.

Rittenhouse Named to the Leadership Fort Worth Leading Edge Class of 2019

Felix J. Lozano

Fort Worth, Texas-based Whitley Penn (FY17 net revenue of $97.6 million), an IPA 100 firm, announces that audit manager Jonathan Rittenhouse has been named to the Leadership Fort Worth Leading Edge Class of 2019.

Rittenhouse has worked in public accounting for more than six years providing audit and assurance advisory services to public and private companies and has extensive experience advising clients on generally accepted accounting principles (GAAP). He focuses primarily on the following industries: manufacturing, distribution, construction, non-profit organizations and employee benefit plans.

“It is an honor to be named to this prestigious group and we support him as he continues to strengthen his leadership skills,” says Felix J. Lozano, PIC of the audit department.

Rittenhouse recently participated in a work-abroad program with a Nexia International accounting firm in Melbourne, Australia.

Mazars USA Key Leadership Changes

Tifphani White-King

New York-based Mazars USA LLP (FY17 net revenue of $189 million) has announced leadership changes.

In addition, the firm announces a 9% increase in its annual revenues for the fiscal year ended Aug. 31, 2018.

“Our firm is experiencing long-term, sustained growth, both organically and through acquisitions,” noted Mazars USA Chairman & CEO Victor Wahba. “With such growth, coupled with strong forces impacting our industry, transformation is a key focus of Mazars USA.  We are committed to continually assessing our business and making modifications consistent with our values, vision, goals and strategy. As part of this, we are ensuring that those leading our teams are innovative, inspiring, and elevate performance. The experience and enthusiasm that these individuals bring to the table are sure to contribute to many more years of success for our firm.”

Jim Welsh

Principal Tifphani White-King has been named the national tax practice Leader. White-King will work closely with the firm’s market sectors, advisory and geographic leaders to implement the firm’s tax services strategies, while strengthening collaboration with the Mazars global tax teams. Her expertise includes international tax structuring, transaction planning, mergers and acquisitions, tax provision, compliance reporting, and other related services.

Ethan Kahn

Partner Jim Welsh has taken on the role of OMP in the firm’s Fort Washington, Pa., office. Welsh’s prior leadership experience, track record of results and significant presence in the Philadelphia and surrounding markets makes him a natural fit for the role. He has more than 35 years of experience providing auditing and advisory services to public companies, privately held businesses and not for profit organizations. His clients range across many industries, including manufacturing, freight and logistics, professional services, real estate, healthcare and higher education.

Partner Ron Lagnado will be the New York OMP for the audit and accounting practice. Lagnado has been with the firm for 15 years and has more than 25 years of experience delivering audit and accounting services to real estate companies.

Ethan Kahn became the leader of the firm’s not-for-profit practice. Kahn takes over as head of the practice with the mission of continuing to provide support to Mazars USA’s nonprofit clients in a time of regulatory and industry changes. Kahn has more than 20 years of experience delivering audit, accounting and consulting services to a range of clients, particularly in the government-funded, not for profit sector and charitable organizations.

Dimmick Named Chair of Briggs & Veselka’s Houston Audit Department

Adam Dimmick

Houston-based Briggs & Veselka Co. (FY17 net revenue of $36.2 million) announced that Adam J. Dimmick, audit shareholder in the Houston office, has been named chair of the firm’s audit department.

Meresa Morgan, who had served as department chair since 2010, will continue to lead the firm’s employee benefit plan practice, in addition to serving her longtime clients.

Dimmick started with the firm 13 years ago as a staff associate after moving from Southern California, and was promoted to shareholder in 2015. “From the time I started with the firm, I’ve always felt supported, encouraged and challenged. Assuming the responsibility of department chair is a great honor. Throughout the years, the culture at Briggs & Veselka has remained unmatched, and the opportunities for our future leaders is tremendous,” he says.

In addition to leading the construction and industrial services niche, Dimmick has led the department’s recruiting, retention and mentoring committees for several years.

“We are excited and fortunate to have Adam in a leadership position to help guide the firm over the next several years and continue to scale up and expand our core services and consulting practice,” says managing shareholder Sheila Enriquez.

Loretta Doon, CalCPA CEO, to Retire in June

Loretta Doon

The California Society of CPAs (CalCPA) and the CalCPA Education Foundation has announced that CEO Loretta Doon will be retiring in June.

After a nationwide search, the CalCPA board of directors and the foundation board of trustees have named Anthony Pugliese as the incoming CEO of both organizations. Pugliese will join CalCPA on May 1 and will work closely with Doon on the transition.

“I’m incredibly grateful to have worked with my talented staff, dedicated boards and committee volunteers, our diverse members and our partners over these years to build CalCPA into the largest state CPA society,” says Doon. “Our goal is to continually meet the evolving professional and education needs of our members so that they can protect the public interest. We accomplish this through a collaborative, diverse and inclusive culture that leads us to more innovative solutions for our members.”

Anthony Pugliese

Anthony Pugliese

Doon is recognized for her many achievements as head of CalCPA and the foundation, including surpassing a record-setting 45,000 in membership and purchasing the headquarters building in Burlingame. She has been named one of Accounting Today’s Top 100 Most Influential People in Accounting numerous times. Doon was also the chief architect for constructing a platform that attracted 53 education partners across the country, including 48 state CPA societies, four associations and a national CPE vendor.

Pugliese was most recently the executive vice president of membership, technology and learning for the AICPA. Prior to that, he served as AICPA’s chief operating officer.

“I look forward to sharing my experience in all aspects of the profession with our staff and members, and all our partners and being inspired by their diverse perspectives,” Pugliese says. “We will draw upon these collective experiences to lead CalCPA and the foundation into the next era.”

CalCPA chair Lewis Sharpstone says, “It was important for us to select an incoming CEO with a strong vision for the future of CalCPA and the foundation. Anthony’s vision not only builds off of Loretta’s accomplishments to date, it will keep us focused on our mission to serve the profession’s needs as it evolves and to protect the public interest.”

CalCPA, founded in 1903, has 14 chapters throughout California.

PKF O’Connor Davies Add Two Members to Executive Committee

Christopher Petermann

New York-based PKF O’Connor Davies (FY17 net revenue of $160 million) has added two new members to its executive committee – Christopher Petermann and Garrett Higgins.

The professionals were approved following recommendations by the firm’s recently established governance committee.

“These nominations show the importance of attracting and growing talent at the firm,” says MP Kevin J. Keane. “Chris and Garrett have demonstrated exemplary leadership qualities throughout their careers and specifically during their time as partners at PKF O’Connor Davies.”

Garrett Higgins

Petermann serves as co-PIC for the private foundation practice and specializes in accounting for exempt organizations and private foundations, as well as closely held businesses and financial services entities. Higgins serves as PIC for the exempt organization tax and advisory services group and specializes in providing tax compliance and advisory services to tax-exempt organizations.

To avoid having multiple partners finish their duties in the same year, the governance committee recommended Petermann serve a six-year term and Higgins serve a four-year term. The executive committee accepted these recommendations upon appointment on Jan. 1.

CBM Names Drolet as Chair

Patricia Drolet

Patricia Drolet, executive vice president of Bethesda, Md.-based Councilor Buchanan & Mitchell (CBM) has been elected board chair. She took the post Jan. 1.

Drolet has served on the firm’s executive committee for four years with CBM president and MP Peter B. Reilly, tax practice director Richard E. Morris, and financial planning practice director Debora E. May. The addition of Drolet as chair brings a new perspective to decision-making, which will help determine the future direction of CBM, the firm announced.

Drolet has served as an executive vice president at CBM since the Washington, D.C.-based firm she founded, Drolet & Associates, merged into CBM in 2014. She continues to serve as one of the firm’s experts in not-for-profit and professional services tax and accounting.

“I appreciate the confidence of the other leaders on CBM’s executive committee,” says Drolet. “This reflects the benefits of having new voices in a decision-making capacity and also of focusing on the strength of CBM’s diversity at the highest levels of our practice.”

Approximately 60% of CBM’s staff is female and 22% are minorities, while 50% of CBM’s leadership group is female.

“On the cusp of celebrating our 100th year anniversary, the partners at CBM elected our first female chair of the board of directors,” says Reilly. “I congratulate Pat on demonstrating outstanding leadership and providing pertinent insights. Personally, I look forward to assisting Pat in executing her vision and goals for CBM.”

CBM has nearly doubled in size since 2014. In 2018, the firm merged in the practice of Chaconas & Wilson, a Washington, D.C.-based tax and advisory firm, and the investment management firm, May Barnhard Investments. CBM also opened a new downtown office in Washington, D.C., on Dec. 1.

Wipfli Financial Advisors Names New CEO

Jeff Pierce

Wipfli Financial Advisors, affiliated with Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million), has announced that Jeff Pierce has been named CEO, effective Feb. 11.

Pierce joins Wipfli Financial Advisors from Austin, Texas-based Dimensional Fund Advisors, where he served as vice president of advisor practice management.

“Our entire team looks forward to working with Jeff in growing our holistic, personalized planning approach, which will deliver even greater impact to our current and future clients in the months and years ahead,” says Julie Nichols, Wipfli Financial’s interim CEO and CFO. She will continue in her CFO role moving forward.

While at Dimensional Fund Advisors, Pierce provided guidance to hundreds of financial advisory firms on a wide range of practice management areas, including financial performance, operations, human capital, technology, and succession and ownership transition. He also developed and led two of the industry’s largest global practice management benchmarking studies.

“Jeff embodies Wipfli’s culture, core values and client-focused approach and is passionate about expanding the wealth management model and CPA-based philosophy we are building with Wipfli Financial,” says Rick Dreher, Wipfli’s MP.

Deloitte Board Nominates New U.S. CEO to Replace Engelbert

Joseph Ucuzoglu

Joseph Ucuzoglu

According to The Wall Street Journal, Deloitte LLP’s board has nominated Joseph Ucuzoglu, who leads the firm’s audit practice, as its official candidate to replace CEO Cathy Engelbert, who will apparently serve just one term.

The Journal, citing internal emails, reports that Janet Foutty, head of Deloitte’s consulting business, was nominated to be U.S. chairman. Both candidates are subject to a vote by Deloitte’s partners and principals early next year.

The board chose Ucuzoglu after deciding earlier this year not to nominate Engelbert for a second term. The Journal reported in June that the move stunned partners.

“Until this week, there was still a chance Ms. Engelbert’s name might be put back into consideration as part of Deloitte’s elaborate CEO-selection process,” writes reporter Michael Rapoport.

In an email the Journal obtained, Mike Fucci, Deloitte’s current U.S. chairman, said that while Ucuzoglu and Foutty are “the most qualified and best prepared candidates” to lead the firm, write-in candidates have been submitted to the board for consideration.

Engelbert says in a prepared statement that it had been “my privilege” to serve as CEO. “I am excited for the future and look forward to supporting a successful and smooth transition process to new leadership through the end of my term.”

Engelbert became the first woman CEO of a U.S. Big 4 firm when she took the job in 2015.

Moore Stephens North America Appoints Three New Board Members

Bruce Zicari

Bruce Zicari

Members of Moore Stephens North America (MSNA) have voted in three new members to join the MSNA Executive Board.

“The Bonadio Group has been proud to be part of the MSNA Team for over two decades, delivering great value to our firm, our people and our clients,” says Bruce Zicari, incoming MP at Pittsford, N.Y.-based The Bonadio Group (FY18 net revenue of $97.9 million). “I am honored to be appointed to the MSNA Board and look forward to working with my fellow board members, as well as the member firms, to collaborate, innovate and improve.”

In addition to Zicari, Patrick Fuelling, partner at Troy, Mich.-based Doeren Mayhew & Company (FY17 net revenue of $72.6 million), and Dan Natale, managing partner at Segal LLP of Toronto, Ontario, joined the board, effective Jan. 1.

Patrick Fuelling

Patrick Fuelling

“At Doeren Mayhew, we see the benefits of being a member firm with Moore Stephens on a daily basis. Leveraging a network of specialized resources across the globe has helped us gain opportunities we might not have otherwise been able to,” says Fuelling.

Natale says, “Since joining MSNA, Segal LLP has developed strong, mutually rewarding relationships with member firms across the association and I look forward to working with my colleagues on the board to help MSNA and its members meet our goals.”

The executive board is democratically elected by their peers to set the direction for North America, so clients are assured the same professional standards and quality services are provided everywhere.

Dan Natale

Dan Natale

“Each new board provides a unique set of insights and perspectives to propel our association forward, and the addition of Bruce, Pat and Dan will certainly keep that momentum going,” says Tony Szczepaniak, chief executive officer of MSNA.

The executive board consists of nine members. In addition to Zicari, Fuelling and Natale, Andy Armanino, MP of San Ramon, Calif.-based Armanino LLP (FY17 net revenue of $242.7 million), and Tony Caleca, MP of Creve Coeur, Mo.-based Brown Smith Wallace (FY17 net revenue of $46.3 million), will remain as chair and vice-chair, respectively. Also retaining their seats on the board are Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY17 net revenue of $59.6 million), Rick Davis, CEO of Greenville, S.C.-based Elliott Davis (FY18 net revenue of $119 million), Cheryle Burke, COO of Woburn, Mass.-based DiCicco Gulman & Company (FY17 net revenue of $26.4 million) and Beth Leonard, MP of Lurie LLP of Minneapolis (FY17 net revenue of $28 million).

Leaving the board is Greg Hutchins, partner at Los Angeles-based Holtin Carlin & Van Trigt (FY17 net revenue of $135.9 million).