Aldrich Announces John Lauseng as CEO-Elect

John Lauseng

Aldrich Group of Companies, based in Salem, Ore., announces that the board of partners has selected John Lauseng as CEO-Elect. He will serve as the fourth CEO in the 45-year history of Aldrich and assume the position of CEO on July 1, 2020.

Lauseng joined Aldrich in 2009 as an auditor in Aldrich CPAs + Advisors LLP (FY18 net revenue of $52.6 million). He served as the leader of the firm’s manufacturing industry niche and more recently he oversaw service quality, processes and technical staff across Alaska, Oregon, California and remote employees.

“When I joined Aldrich, I was looking for a company that was focused on impacting the lives of both the people who work here and the clients it proudly serves,” says Lauseng. “I look forward to continuing to listen to the needs of our clients and the ideas and aspirations of our people.”

Scott Daniels, chairman of the board of partners, says of Lauseng, “He is dedicated to the culture, people and clients of Aldrich and will continue to cultivate our entrepreneurial spirit that drives our desire to be leaders in the markets we serve.”

The Aldrich Group of Companies is comprised of the IPA 100 accounting firm, which offers traditional accounting services, and Aldrich affiliates, which provide technology, wealth management, retirement, business transition and employee benefit consulting services.

BKD Announces Three OMP Appointments in 2020

Springfield, Mo.-based BKD (FY19 net revenue of $662.9 million) has announced three new OMP appointments, all effective June 1.

Abe Cole and Jerry Henderson are taking on regional MP roles, creating openings for Rachel Dwiggins, who will step into the MP role of the Kansas City, Mo., office, and Jeff Naig, who will become MP of the Des Moines, Iowa, and Madison, Wis., offices. Chris Dalton will serve as MP of the transaction advisory services (TAS) division.

Rachel Dwiggins

Dwiggins has significant experience providing audit and consulting services for not-for-profit and governmental organizations, colleges, universities and charitable organizations. She was a 2010 BKD PRIDE Award winner and was selected to serve as a reviewer for the AICPA’s Peer Review Oversight Program with respect to single audits.

Cole, who has played a major part in helping the Kansas City office achieve high levels of success and efficiency, will continue his MP duties while assisting her through the transition, the firm announced. “Rachel is a proven collaborative leader who is very well respected in our office and throughout the firm. I’m confident Rachel’s leadership will bring fresh, innovative ideas that will take the Kansas City office to new heights,” he says.

Naig has more than 25 years of public accounting experience, including serving as the leader of BKD’s telecommunications industry team. He is the past chairman of the board of directors for the Telergee Alliance, a nationwide organization made up of seven CPA firms serving the telecommunications market.

Jeff Naig

Cole will continue to serve as MP while working with Naig to help make the transition smooth. “I am very proud of the growth and development of our Des Moines and Madison offices, and I’m confident we will continue to flourish as a separate practice unit under Jeff’s leadership,” Cole says.

Chris Dalton

TAS consists of BKD Capital Advisors as well as BKD’s transaction services division, which Dalton leads. He has more than 25 years of accounting experience, including about 16 years dedicated to mergers and acquisition services. He has extensive experience in financial due diligence analysis, transaction structuring, deal negotiation support and post-transaction planning assistance in a wide variety of industries.

“I look forward to working with the team to help grow both TAS and the overall firm,” Dalton says.

Henderson previously led the TAS division. He says, “Chris has demonstrated outstanding leadership of our transaction services practice, having helped fuel double-digit growth for each of the last several years while maintaining excellent financial discipline.” Henderson will finish out his time as MP while Dalton transitions into the role.

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SC&H Group Names Director Pritpal Kalsi CEO

Pritpal Kalsi

Sparks, Md.-based SC&H Group (FY18 net revenue of $54.6 million) has named Pritpal Kalsi as CEO of the company, succeeding Ron Causey, who co-founded SC&H in 1991 and has held the position the past nine years.

Kalsi, a director of SC&H’s business performance management (BPM) practice, assumes the CEO position Jan. 1, 2021, and reports to the company’s board of directors. He will continue to oversee BPM, which is the firm’s largest service line. He joined SC&H in 2008 as a senior consultant with BPM and was promoted to director in January 2017.

“The announcement of Pritpal is the culmination of years of planning by our organization, which has always been focused on results. We have the governance and structure in place to ensure we are providing the firm our clients need,” says Causey, who will remain with the company. “Pritpal is brilliant, dynamic and humble. More important, his ability to listen, collaborate, innovate and bring ideas of his own are some of his finest qualities.”

As CEO, Kalsi will oversee the day-to-day operations of SC&H, whose more than 250 employees own the firm through an Employee Stock Ownership Plan. The firm also operates SC&H Capital, which was formed in 2005 to advise clients interested in selling or merging their businesses.

“The future here is bright and our opportunities are endless,” says Kalsi. “For us to maximize on those opportunities, we can’t lose sight of who we are, a people-focused firm.”

Prior to joining SC&H, Kalsi was a consultant with a Big 4 firm, where he led the design and implementation of Oracle-Hyperion applications for Fortune 500 clients. Kalsi specializes in providing finance and accounting business process reengineering and optimization advisory to CFOs. He has more than 15 years of experience in providing business design and system implementation consulting.

When Kalsi takes over in 2021, Causey will focus on business development, recruiting, career development and training, and developing new services. He will also continue to work within the community. Causey now sits on eight boards.

Anchin Names Russell Shinsky as Co-Managing Partner

Russell Shinsky

Russell Shinsky

New York-based Anchin Block & Anchin (FY18 net revenue of $102 million) announced that Russell Shinsky has been elected as Anchin’s co-MP, and will take the reins next year.

Shinsky will serve alongside current MP Frank Schettino, who is scheduled to retire Sept. 30, 2020. Shinsky will become the seventh MP in Anchin’s nearly 100-year history, and like Schettino, has spent his entire professional career at the firm.

Shinsky has been with the firm for 27 years and has served as a member of Anchin’s executive committee since 2015. He has been the practice group leader of the firm’s services group and leads the firm’s assurance practice. He has built a strong reputation for the firm among industry stakeholders, particularly in legal services, and has been instrumental in consulting with law firms on traditional accounting and tax matters, as well as improving operational aspects of their businesses, the firm announced

“I am looking forward to working alongside Frank during the next year to shape how we will continue to deliver outstanding service to our clients, helping them grow and achieve their objectives in an increasingly complex landscape. I have always deeply valued the people, unique culture and history of our almost 100-year-old firm, and am honored to continue that tradition of excellence,” Shinsky says.

Schettino will work with Shinsky and the other members of the executive committee on firm strategy, client service and operations decisions. “In this period of rapid industry change, Russell sees the inherent challenges, yet more importantly, the opportunities for growth,” Schettino says.

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New MP Named at Mathieson Moyski Austin & Co.

Ron Austin

Ron Austin has been elected MP of Mathieson Moyski Austin & Co. of Wheaton, Ill., to replace Mike Moyski, who is retiring in December.

Austin, who assumed the role Sept. 1, was admitted as a partner in 1999. He specializes in tax strategies for businesses, trusts and individuals, with expertise in multi-state taxation.

“We are well-poised for exponential growth,” he says. “Following our former leaders Mike Moyski and Jim Mathieson, I am excited about what the future holds. We plan to continue to leverage our experience and technology, investing in our talented team members who are the key to our growth.”

The firm, founded in 1987, works with individuals and closely held businesses, offering tax, audit and accounting services.

“The firm has experienced tremendous growth since Ron joined the firm,” Moyski says. “Ron’s contributions and his commitments to the team, as well as his technical and management skills, all support this transition.”

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Evan Stowell Appointed MP of Leone McDonnell & Roberts

Evan Stowell

Wolfeboro, N.H.-based Leone McDonnell & Roberts announces that Evan Stowell has been named MP of the firm, succeeding Jack Callahan, who served as MP for seven years.

Stowell began his career with the firm in 2002 and was admitted to the partnership in 2012. He has been part of the management team since then.

As MP, he will oversee the firm’s five New Hampshire offices, while continuing to serve clients with audit, tax and accounting services. Callahan will also continue to serve clients.

“The firm is poised for continued growth and success under Evan’s leadership,” Callahan says. “He puts people first, and is passionate about finding and mentoring the next team of leaders who will best serve our clients in the spirit of collaboration, efficiency and innovation. Given the regulatory changes to our industry and emerging technologies in the accounting profession, Evan is well suited to advance the firm with our clients’ goals in mind.”

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Pease & Associates Appoints Kuno Bell as MP

Kuno Bell

Cleveland-based Pease & Associates (FY18 net revenue of $15.7 million) has announced the appointment of Kuno Bell as MP, replacing founder Joe Pease, who will step away from the MP role but remain as chairman and a member of the executive board.

Bell directs the tax department, and has led the team’s growth efforts. He joined the company as an intern in 1990. While still employed at Pease, Bell went on to earn a Juris Doctor degree from Case Western Reserve University School of Law.

In his new role, Bell will be instrumental in the firm’s continued growth and success. His key areas of expertise and experience are in the manufacturing, real estate and nursing home practice areas. He is responsible for originating and growing the health care niche at Pease, which is now nearly half the firm’s revenue.

“We are excited to have Kuno assume the role of managing partner, and continue the memorable journey we began decades ago,” says Pease, who at 62 decided the time was right to hand over the reins to the next generation. “Kuno aspired to be in this role from the time of his interview way back as an intern, and now it has become a reality.”

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Brad Smith Assumes MP Role at MCM CPAs & Advisors

Brad Smith

Louisville, Ky.-based MCM CPAs & Advisors (FY18 net revenue of $56.8 million) has transitioned the MP role to Brad Smith, the firm’s former assurance services team leader. Smith, who has been with the firm for the past 17 years, is replacing Diane Medley, who will assume the role of executive chairman at MCM.

They’ve been working together on the transition for the past year. “The accounting profession is evolving, and we’re responding to those changes, but I want to ensure we’re always building on the strong foundation provided by our firm’s founders,” Smith says.

Smith will lead the strategic direction of the firm for its nearly 350 employees who work across its five offices in Kentucky, Indiana and Ohio. He will steward MCM from a business perspective, lead client service and growth initiatives, and work with the firm’s partners and industry and service leaders to set and achieve short- and long-term objectives.

In her new role as executive chairman, Medley will remain with MCM full time and continue to work with select clients, manage firm governance and lead several strategic initiatives. She will also take on a strategic leadership role with Meritrust Wealth Management, an MCM-affiliated financial services firm that she originally founded. She will continue to represent the firm through her various community leadership roles.

Smith’s primary focus with clients is middle market growth-oriented companies in the manufacturing, distribution, services and construction industry niches. He is also active in community endeavors.

“I know that Brad will always have the best interest of MCM’s clients, partners and team members in the forefront of his vision and execution of strategy for the firm,” says Medley.

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Prager Metis Names New OMP in New York

Stuart Mayer

New York-based Prager Metis CPAs (FY18 net revenue of $98.2 million) announces that partner Stuart Mayer has been named OMP in the New York office.

His key responsibilities include growth, profitability, management and leadership, and  organization and personnel. He will also continue to lead the firm’s private companies group from the Manhattan office.

“This achievement is a testament to Stuart’s professional growth and dedication to the success of the firm,” says Lori Roth, MP of the Northeast region of Prager Metis. “We are excited to see him excel in this role and I am certain his leadership will allow for continued success and growth in our New York office.”

Mayer focuses his practice on new business and client development in a variety of industries including fashion, online media and interactive services companies. He also works extensively with the real estate industry, including CIRAs, developers, management companies and rental companies.

He has been featured as “Executive of the Month” by New York Real Estate Journal, and was selected as a “Top 40 Under 40” by Long Island Business News.

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Grant Thornton Announces Leadership Transition

Chicago-based Grant Thornton LLP (FY18 net revenue of $1.9 billion) announced that CEO Mike McGuire will assume the role of CEO emeritus, effective Aug. 1. In this role, McGuire will serve as a brand ambassador for the firm, focusing on business development and supporting key client relationships. McGuire also will help execute a seamless leadership transition for the firm.

“It has been the honor of my life to lead Grant Thornton over the past five years, and I am so proud of all we’ve accomplished as a team,” says McGuire. “Our firm is on a great path to continue to create value for our clients, build on our leading quality and culture, accelerate innovation and growth, and disrupt our profession.”

Mike McGuire

“As fast as the marketplace is changing,” McGuire continued, “I believe we now need to transition as quickly as possible to new leadership that can take us on the next leg of our journey to become the ‘firm of the future’ over the next five years or more. I will do everything in my power in the coming years to help the firm navigate this transition and continue to succeed.”

Since becoming CEO in 2015, McGuire and his leadership team have steered Grant Thornton to record-setting revenue and driven its audit quality results to the top of the profession, while also investing in the firm’s culture and brand. In addition, under McGuire’s leadership, Grant Thornton has invested in innovative capabilities aimed at transforming the professional services industry in the years to come. The Partnership Board released a statement saying that, “Mike McGuire has taken our firm from the ‘now’ to the ‘next’ and on to the ‘new,’ and we thank him for his vision and leadership.”

The Partnership Board will continue its previously announced long-term CEO succession process that is currently underway with a leading executive consulting firm.

Bradley J. Preber

The firm will be led by Bradley J. Preber who will serve as interim CEO-elect, effective immediately, working closely with McGuire and other members of the senior leadership team until formally accepting the position of interim CEO on Aug. 1. Preber is currently the chairman of the Partnership Board and national managing partner of Business Risk Services for the firm. He also serves as the Phoenix OMP. Preber will temporarily step aside from these roles while he serves as interim CEO. Preber has served in a number of executive roles since joining the firm from another global public accounting firm in 2003.

Preber said, “Mike McGuire has positioned the firm well for future success, and I am prepared to lead our firm forward as our board continues the succession process.”

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