Doeren Mayhew Names Anschuetz as Managing Shareholder and Chairman

Chad Anschuetz

Chad Anschuetz

Troy, Mich.-based Doeren Mayhew (FY16 net revenue of $73.7 million) named Chad Anschuetz as its new managing shareholder and board chairman. Elected by the firm’s board of directors and his shareholder peers, he will guide the firm’s client service, growth, cultural and strategic direction.

“I look forward to the challenges ahead and helping carry on our legacy of being one of the nation’s top and “Best of the Best” CPA firms,” says Anschuetz. “Fortunately, we have exceptional shareholders and staff in all our offices which helps make this achievable year after year. I am committed to upholding and fostering the values and client service model that has made our firm great.”

Anschuetz has been at Doeren Mayhew for 26 years. Over his career, he focused on meeting the accounting, audit, business advisory, and merger and acquisition needs of a wide range of businesses – which he will continue to do for his clients.

KPMG International Welcomes Thomas as Global Chairman

William Thomas

William Thomas

William Thomas is now the global chairman of KPMG International. He will lead the KPMG global network of professional services firms for a 4-year term, succeeding John Veihmeyer, who completed his term as chairman and is retiring from KPMG.

Thomas previously served as chairman of KPMG’s Americas region beginning in 2014 and has been a member of the Global Board since 2009. He was CEO and senior partner of KPMG in Canada from 2009 to 2016.

In his 28 years with KPMG, Thomas has also held a number of leadership roles in the Canadian firm and within KPMG International, and has served as an audit partner for prominent clients in a variety of industries.

“We have been driving innovation across all parts of our business and I intend to continue and accelerate that trend,” says Thomas. “I believe the transformation that will take place in business and our profession over the next 5 years will eclipse what we’ve experienced in the past 50 years and I’m convinced the opportunities for KPMG will be greater than ever. KPMG is well placed to be at the heart of this transformation.”

The 2017 Most Admired Peers

The individuals below represent the 2017 IPA Most Admired Peers. These individuals received a significant share of the responses to the survey question: “Please name one peer in the profession that you admire,” in the IPA Annual Survey and Analysis of Firms this year. IPA congratulates all the MPs, whose dedication and leadership is a credit to the profession.

Andy Armanino

Armanino LLP
San Ramon, Calif.

Ray Buehler

Schneider Downs & Co.
Pittsburgh

Bob Hottman

EKS&H
Denver

Steven Knebel

Maxwell Locke & Ritter
Austin, Texas

Gordon Krater

Plante Moran
Southfield, Mich.

Mellor Named CEO-Elect of Crowe Horwath International

David Mellor

David Mellor

Crowe Horwath International has elected David Mellor as chief executive officer. Mellor, who will succeed Kevin McGrath, will lead Crowe Horwath effective April 1, 2018.

Mellor was elected CEO through a rigorous, disciplined and year-long succession process led by the network’s board of directors.

Until recently, Mellor was Crowe Clark Whitehill’s chief executive, the UK member firm of Crowe Horwath International. He has served on the Crowe Horwath International board of directors for four years. Mellor has more than 25 years of professional experience advising international businesses and their shareholders on tax matters. He will continue to provide input, support and counsel to Crowe Clark Whitehill until the end of March 2018.

“Crowe Horwath is a network that distinguishes itself in the market by bringing smart decisions that deliver lasting value to clients, talent and the communities where we live and work,” says Mellor, who is based in London.

Mellor adds, “I am committed to building on the strong foundation Kevin has created. Under Kevin’s leadership, Crowe Horwath has gained position to become the eighth largest global professional services organization and achieved five years of sustained revenue growth. He has also expanded our member footprint so that our firms can successfully serve clients wherever they choose to do business and moved the network toward becoming a more integrated global brand.”

IPA Spotlight On … Mary Elliott

Mary Elliott

Mary Elliott

Name: Mary Elliott

Title: Elliott is currently the firm’s Chief Operating Officer, but will transition to Chief Executive Officer in January 2018.

Firm: Birmingham, Ala.-based Warren Averett (FY16 net revenue of $124.4 million)

Accomplishments:

  • First female CEO in Warren Averett’s history.
  • Appointed as Warren Averett’s Chief Operations Officer in 2012.
  • Developed operations board for the firm, and served as chair for six years.
  • Started Warren Averett’s health care consulting division more than 30 years ago. Drove it from a startup to one of the top service areas in the firm.

The firm announced that you’ve been named CEO, but you don’t take over until the end of this year. How will you prepare over the next several months?

I will spend the next few months meeting with our leadership, reviewing new responsibilities that fall under the role of CEO and taking opportunities to engage with our employees to ensure that my transition is a smooth process.

You’ve served as both COO and the PIC of the health care consulting group – at the same time. Will partners continue to take on administrative functions like this, or do you envision a different structure in the future?

Our firm is built on opportunity, and our structure will continue in that mindset under my leadership. We will continue to look for ways provide A+ service to our clients, while providing employees the opportunity to grow, innovate and thrive.

You say you have a passion for women’s opportunities and issues in the work force. Do you feel any special responsibility as a woman in this role, considering you are one of only two women leaders within the Top 100, outside the Big 4?

I’ve never felt that being a female at Warren Averett has been a hindrance or a catalyst for my growth within the company. However, I am a woman, and I’m proud of who I am and the path that I’ve been able to take. I see this as an opportunity to reach out with and for other women – how can we make our workforce better? I’m not alone though. We have a strong group of talented females coming up within the firm today. In fact, our leadership team also includes a female CFO and firm administrator.

With the advent of artificial intelligence, blockchain technologies, Big Data and the rest, how can you help make Warren Averett future-ready?

Innovation is key. We will embrace change, continue to look for opportunities to stay ahead of the curve and make strides in these areas through our specialty groups and experts.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Brown & Campbell Announces New MP

Dayton, Ohio-based Brown & Campbell CPAs named Kurtis Campbell as MP. Campbell joined the firm in 1999 and became partners with Alan Brown on Jan. 1, 2009.

“As we expand our range of services and geographic reach, it’s important to have a forwarding-thinking and future-focused leader. Kurtis will carry on, and expand our tradition of providing financial services to our valued clients. I am excited about working with him in the coming years in pursuing the firm’s vision,” says Alan Brown, founding partner.

IPA Spotlight On … Dan Gardiner, P&N

Name: Dan Gardiner
Firm: Postlethwaite & Netterville (P&N)
Title: CEO and Managing Director-Elect

Accomplishments:

Dan Gardiner

Dan Gardiner

  • Selected as incoming Chief Executive Officer and Managing Director of one of the largest CPA and consulting firms in the Gulf Coast and the only IPA 100 firm based in Louisiana
  • Leads P&N’s tax and consulting services groups to provide innovative business consulting services for clients throughout Louisiana
  • Serves as president of the Baton Rouge Chapter of the Society of Louisiana CPAs.
  • Served as corporate controller for a regional consumer packaged goods and distributions company and as corporate controller and financial reporting manager for a publicly traded international leasing company

It will be one year until you take over the top role at the firm. How are you preparing now?

Our firm has a well-defined succession process, which began over a year ago. In this last year of the transition, I will continue to work alongside P&N’s current CEO, Bill Balhoff, and the executive team on the strategic initiatives of our firm. Our firm was founded on the principle of providing the highest quality client service and that principle has been the hallmark of our growth and success over the years. A good portion of my time this year will be spent ensuring that our team knows that our culture and our foundation will not change with this transition.

P&N is a fast-growing firm and the largest based in Louisiana. With one office outside the state, in Houston, is the firm planning to expand in that area?

While we’ve had a Houston office for just over two years, we have had a strong client base for much longer, and are continuing our plans for growth in that market. Our main focus is ensuring our clients receive the highest in quality service. We have very talented resources in Houston and expect to continue our expansion of all service areas, assurance, tax, consulting and technology, in the greater Houston area. While we have growth goals for each our markets, we are more focused as a practice on having the right talent in place to ensure healthy growth that will lead to long-term relationships. Fortunately, given the close ties between Louisiana and Houston, we already have strong brand recognition, which is helping attract great talent.

You took an eight-year hiatus from the firm to work in industry. What did that experience teach you that you brought back to the firm?

I’ve always enjoyed the accounting profession, but in industry I did not feel the same level of passion about my work as in public accounting and consulting. For me the relationships you build with clients, the diversity of the engagements, and the focus on continual improvement are what drew me back to professional services. P&N’s consulting practice was the perfect fit for me and my experience, as it allowed me to leverage many of the experiences I had in industry. Additionally, being on the client side of the equation has reinforced to me the client service values our firm lives. I have plenty of real world experiences to share with our team members as they learn how to become trusted advisors.

As tax leader for the firm, are you concerned about automation changing the way you do business? Excited? Both?

Cognitive computing is predicted to automate or eliminate up to 40% of basic accounting work by 2020, according to Accenture. I believe that technology is going to be one of our greatest opportunities in the years to come. Automation can benefit our teams and clients by providing efficient and consistent delivery of service. In our own practice, we focus on integrating technology into business and accounting processes, which has helped many of our clients overcome significant challenges. However, I am certain that now more than ever we must have more personal relationships with our clients. Clients still want someone who can sit across the table and give them confidence that they have the professional team that can solve their challenges.

Final thoughts?

Our industry is going through tremendous change. We are doing things differently than ever before and thinking of things in different ways. And it is going to take our talented professionals to bring about the change that we need to continue to thrive as a firm. With innovation and a focus on our clients’ needs, we will be able to compete now and into the future.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Martini Iosue & Akpovi Names Passmore as New MP

Christopher Passmore

Christopher Passmore

After serving in the position of MP for 25 years and helping grow the firm to 50 people, Don Iosue and the management team at Martini Iosue & Akpovi (FY16 net revenue of $9.2 million) of Encino, Calif., have named Christopher Passmore as the new MP and audit and consulting partner.

“Don has done an outstanding job during his tenure. He set the standard for excellence and integrity and created a firm culture of dedication and service to staff and clients. We owe a debt of gratitude to Don for a job well done,” says Passmore.

“Chris has been with the firm for a decade, and in that time he’s developed the unique skill set that is required for this position. It is a combination of strategic thinking and management skills, and you can’t be a successful leader without each one,” says Steve Martini, one of the founding partners. “Chris brings to the role the new generation’s ability to incorporate cutting-edge technology coupled with strategic thinking. This will ensure the firm maintains its commitment to client service and support its future expansion including satellite offices throughout Southern California.”

Seim Johnson Names New Managing Partner

Jerry O'Doherty

Jerry O’Doherty

Omaha, Neb.-based Seim Johnson (FY16 net revenue of $16.2 million) named Jerry O’Doherty as the new MP.

He succeeded Roger Thompson, who in addition to serving the firm’s clients, had been the MP since 2011. The MP chairs the executive committee, a committee of five partners that helps make final decisions on policies and procedures at the firm as well as provides recommendations and solutions to the full partner group regarding how the firm operates.

O’Doherty has been with Seim Johnson since 1998 and a partner since 2006. As a result of O’Doherty’s appointment to MP, the firm named Brent Friehauf to the executive committee.

Warren Averett Names Elliott as CEO

Mary Elliott

Mary Elliott

Birmingham, Ala.-based Warren Averett (FY16 net revenue of $124.4 million) named Mary Elliott as CEO. Elliott will succeed Jim Cunningham who is retiring from the role at the end of 2017.

Elliott has worked her entire career at Warren Averett, serving clients in their health care consulting division for more than 30 years, and has served as COO and chair of the operations board since 2012.

“Our focus has always been on adding value to our clients and providing opportunity for our people,” says Jim Cunningham. “Mary understands Warren Averett’s mission, knows our culture and values, and leads by example. She tackles problems head on, and consistently makes good decisions with speed and accuracy.”

Elliott will be the first female CEO at Warren Averett and one of only three female CEO’s among the top 35 firms in the United States.

“Having been here for 33 years, I hold Warren Averett close to my heart and I’m honored and humbled to be given this opportunity to serve as the CEO of this great firm,” says Elliott. “Jim Cunningham has led our firm through opportunities, challenges and growth that has set us at the top of the accounting industry today. We are going to continue to lead in a unified vision by embracing change, being relentless about innovation and providing a level of service to our clients that sets us apart.”