Ernst & Young Names Kelly Grier as Next MP for the U.S.

Kelly Grier

Kelly Grier

New York-based EY (FY16 gross revenue of $11.2 billion) named Kelly Grier as U.S. chairman and MP, and EY Americas area MP, effective July 1, 2018.

In her new role, Grier will lead the EY U.S. firm and the EY Americas geographic area. She will succeed Steve Howe, who has served as U.S. chairman and MP, and EY Americas area MP since 2006.

Mark Weinberger, EY Global chairman and CEO, says, “Kelly has demonstrated uncompromised integrity and an ability to manage high-performing teams, while delivering exceptional results for EY clients.”

During her tenure with EY, Grier served many of the largest EY audit and advisory clients and has global experience, working in Germany and Switzerland. She has held a variety of roles including EY Americas vice chair (talent) and Chicago OMP.

“Kelly is an extraordinary leader who has skillfully run one of our largest regions, and brings a depth of experience across client service, the boardroom and our talent function. She is passionate about EY’s values and culture, has developed high-performance teams and has proven to be an agile and effective leader who is well-suited to lead in this time of unprecedented change and opportunity,” says Howe.

“EY people come to work every day excited to solve clients’ challenges and to make a difference. We will seize the opportunities of our changing world, realizing our bright future and building on our purpose and the great strength of the EY culture,” says Grier.

Hantzmon Wiebel Names Lehman CEO

Jennifer Lehman

Jennifer Lehman

Hantzmon Wiebel (FY16 net revenue of $13 million) of Charlottesville, Va., names Jennifer Lehman as chief executive officer. She previously served as chief operating officer and is the first female CEO of Hantzmon Wiebel.

“We have been working together on this transition for some time now and I know that Jennifer will be a great CEO and leader for us going forward,” says Phillip Shiflett, previous CEO, who will continue to work with clients on a full-time basis. “I see her guiding the firm through its 100-year anniversary and beyond. She has the vision and abilities to continuously improve our organization and promote our shared values.”

Lehman joined Hantzmon Wiebel in 1997 and served as the COO since 2007. She is a co-PIC of employee benefit plan audits, and also works with high net worth individuals and a variety of clients.

“We are poised to embrace the fast-paced change in our profession with an outstanding team of professionals. I am honored by this opportunity to continue facilitating the success of the community and businesses that we serve as we prepare for our centennial anniversary in the next decade,” says Lehman.

IPA Spotlight On … Chad Anschuetz, Doeren Mayhew

Name: Chad Anschuetz

Title: Managing shareholder and chair

Firm: Troy, Mich.-based Doeren Mayhew (FY16 net revenue of $73.7 million)

Accomplishments:

Chad Anschuetz

Chad Anschuetz

  • Recently elected as managing shareholder and chair of the firm, ranked No. 58 on the 2017 IPA 100 list.
  • Instrumental in developing the firm’s culture, infrastructure and growth strategies as a member of the firm’s management committee and chair of the human resources committee.
  • Guided more than 50 clients in successfully buying or selling their companies.
  • Assisted in the collaborative development of the firm’s community outreach program, “Difference,” which fosters giving back to our local communities through volunteering efforts.

You’ve just started your term as managing shareholder on Oct. 1, replacing Mark Crawford, who’s been in the top job since 1995. Are there any special challenges in replacing someone who has been with the firm for four decades?

As with any leadership change, overcoming employee and client uncertainty is always a big challenge. Yet, when you’re replacing someone who has been doing it for two-plus decades it’s much more intensified. Over the next year, a main agenda item will be reassuring our employees and clients that the firm’s founding principles, culture and service model won’t change, but by constantly improving, it will get better. I’ve been fortunate enough to have worked closely with Mark throughout my 26-year career with Doeren Mayhew. As part of our firm’s succession plan, my active role in the firm’s management committee and continued mentorship from Mark will help create a smooth transition.

Doeren Mayhew has locations in four states and Zürich. Does the firm have plans to expand its footprint, either in the U.S. or internationally?

Doeren Mayhew’s long-term vision has always been to create a triangle effect linking our efforts in the Midwest, Southwest and the Southeast. Both acquisitive and organic growth is always in the plans for Doeren Mayhew, especially if the right opportunity presents itself, at the right time — like Zürich. Our international arm, Moore Stephens Doeren Mayhew, had been working diligently overseas to continue to find ways to better service our global clients. The merger with Emerson & Partner U.S. Tax GmbH allowed us to do just that by providing key leadership roles locally for our growing European client base. Our strategic plan includes expansion focused on service and industry resources in our existing markets, and less emphasis on geographic expansion.

You’ve said that the firm’s client service model has helped it become a great firm. Can you tell us what that looks like, and how can the firm work at developing innovative ways to add value for clients?

Doeren Mayhew’s most valuable asset – its clients – is the driving factor of our firm’s success. Our firm places an immense amount of focus on fostering their success. We go beyond what clients might expect, leveraging our entrepreneurial mindset to provide insightful solutions while introducing opportunities for growth. Delivering on our promise of providing insight, oversight and foresight requires the firm to continuously evaluate where we are able to add value to our clients. Whether that’s through the use of artificial intelligence in engagements or expanding service line expertise, I’m confident that our firm’s talented professionals have what it takes to bring about the change and continue to add value to our clients and thrive as a firm.

Firms named IPA ‘Best of the Best’ firms are successful, financially and operationally. How is the firm preparing to stay ahead of the technological changes (AI etc.) that may transform the profession?

Continued innovation will be key for Doeren Mayhew to stay ahead of the technology-induced paradigm shift happening in the accounting industry and remain a ‘Best of the Best’ firm. Doeren Mayhew has formed a committee dedicated to developing and implementing changes into our firm’s engagement processes. We are looking at the use of artificial intelligence in our audit, tax, forensic and litigation support engagements as an opportunity to increase efficiencies and drive new value to our clients, which is always our goal. More important, we are closely tracking how regulatory standards will modify current guidance and monitoring mechanisms for this new technology to allow us to continue delivering our service offerings with integrity.

Final thoughts?

Technology is dramatically reshaping our industry. Artificial intelligence is hardly a fad. A successful firm will embrace the opportunity to streamline operations and redeploy staff’s efforts on delivering creative, value-added client services. The firm I started with back in 1991 is not the same firm today. And, to continue this progression we will need to keep imagining what the firm will look like in five, 10 and even 15 years from now to prosper long term.

Cherry Bekaert Names Thompson as Firm MP

Michelle Thompson

Richmond, Va.-based Cherry Bekaert (FY17 net revenue of $174.8 million), named Michelle Thompson firm MP and chief executive officer. Thompson will transition from her current position as MP of assurance services practice and assume her new role effective May 1, 2018.

“I am thankful to all the leaders of the past and present who have built this firm, and I am honored to have been selected by the partnership to lead the firm into the future,” says Thompson, who is based in the Raleigh, N.C., practice.

Her leadership will include serving as chairman of the executive board, in addition to the day-to-day administration and financial management.

“My vision is ‘sustaining success through transformation and innovation.’ I want to honor our 70-year history by positioning the firm to quickly absorb, process and respond to the changing world through the services we offer and the way we offer them,” Thompson says. “We cannot ignore the impact technology has and will continue to have on our firm and our clients. We must form a close partnership with technology to be truly effective guides for our clients.”

Thompson will succeed Howard Kies, who will be stepping down on May 1, 2018, as firm MP after serving in this role for the past 27 years.

“I am pleased that Michelle is the one my fellow partners have chosen to lead Cherry Bekaert into the future,” says Kies. “During a time when the firm is experiencing unprecedented growth and planning for additional expansion, I am confident Michelle will be an asset as firm managing partner and guide Cherry Bekaert forward for many years to come.”

 

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.