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.”

Kolzow Named Managing Director of DHJJ Certified Public Accountants and Business Advisors

Patrick Kolzow

Patrick Kolzow

Naperville, Ill.-based DHJJ Certified Public Accountants and Business Advisors named Patrick Kolzow as managing director.

“After 25 years of being the managing director of DHJJ, it’s very reassuring to have the next managing director be a person of character and experience who will continue the firm’s values, including its culture and client service,” says Tom Jordan, former managing director.

Kolzow has more than 20 years of public accounting experience and serves a wide variety of industries, helping clients develop successful tax and business strategies. He has been with DHJJ for more than 10 years.

“It is truly an honor to be named the managing director of a firm with outstanding core values and a history of success,” says Kolzow

Kernutt Stokes Names Ritchie as MP

Steven Ritchie

Steven Ritchie

Steven Ritchie was named as MP of Kernutt Stokes (FY17 net revenue of $10.4 million) of Eugene, Ore. on June 1.

“I value his experience and energy. I know he will promote excellence by continuing our firm’s focus on superior service and strong client relationships. Stepping back as a managing partner allows me to spend more time with my clients and I am looking forward to that,” says Warren Barnes, the firm’s most recent MP, who will remain a full-time partner at the firm.

Ritchie has been with the firm for more than 20 years, having been promoted to partner in 2007. He focuses on privately held, owner-managed, entrepreneurial businesses in the manufacturing, distribution, forest products, wholesale, retail and insurance industries.

“When I started my career with Kernutt Stokes, I never imagined I would one day lead this amazing firm,” says Ritchie.

IPA Spotlight On … Henry Koziol, Freed Maxick CPAs

Name: Henry Koziol

Firm: Buffalo, N.Y.-based Freed Maxick CPAs (FY16 net revenue of $45.2 million)

Title: Managing Director, Chairman, Board of Directors


Henry Koziol Jr.

Henry Koziol Jr.

  • Joined Freed Maxick in 1983 and elected managing director this year, responsible for directing the strategic growth of the firm.
  • Develops and institutes firm’s technology plan, and has served as a member of the peer review team and the development, construction and executive committees.
  • Past chairman, board of the Western New York Chapter of the American Diabetes Association; board of directors, Buffalo Niagara Partnership.

How are you preparing now to step into the top job at Freed Maxick July 1?

I have been on our executive committee for a number of years, and have been involved in most of the firm’s significant decisions. Therefore, the amount of time to get up to speed should not be too considerable. Lately, I have been spending a lot of time meeting with my partners and our clients – trying to listen more and talk less.

You’ve said that what differentiates Freed Maxick is its people and depth of knowledge. How do you hope to enhance both as managing director?

We are constantly looking for individuals with unique talents and skills, in anticipation of the rapid changes in the industry and to deliver the type of services we provide. However, that’s not all we look for in potential candidates. We recently created our purpose statement, which highlights our beliefs in making a difference in people’s lives through our passion for helping others and inspiring those around us. It’s important to us that our people and processes live this every day.

The firm now has four offices in New York. Do you plan to expand beyond the state? Are you looking to merge in smaller firms?

Our strategic plan includes expansion in two areas – our geographic footprint and services offered. Conversely, many of our services such as asset-based lending have a national scope, so the physical office is not necessarily a factor. We are constantly evaluating merger candidates both in and outside of our current markets, but our requirements are very high. The candidate must have a similar culture in addition to fitting into our strategic plan. We won’t do a merger just to increase the top line.

Looking ahead, how do you see AI and automation changing the way Freed Maxick does business?

We have already invested in business intelligence as a client service, and will continue to do so. We know there will be rapid changes in how accounting firms service clients, and we remain committed to providing world-class service.

Final thoughts?

It is an exciting time to be in the industry. I have been heavily involved in our firm’s technology platform, which gives me a unique perspective of the rapid technological changes that continue to happen. I believe that there will be wonderful opportunities ahead for our firm, our clients and our people as we utilize these technologies to deliver highly valued and desired services.

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

CSH President Begins New Role, Two Admitted to Partnership

Clark Schaefer Hackett (FY16 net revenue of $64.6 million) has admitted two team members to the partnership: David Coomer and Tiffany White. In addition, Kerry Roe, who was elected as new president last year, began serving in his new role July 1.

Kerry Roe

Kerry Roe

Roe, who has been with CSH for 22 years, has led the firm’s government services group and also served as the firm’s executive vice president for seven years. “We will continue to provide the trust, vision, guidance and outcomes needed by our clients as they face very diverse business challenges and opportunities.”

Carl Coburn has been the firm’s president since 2008. He will remain at CSH, serving clients and offering support to the officers, as well as continuing his involvement in the leadership of the AGN–North America Executive Committee.

In addition, Doug Michel has been elected as an executive vice president. He has been involved in several practice areas over his 29 years with CSH, and has led the firm’s focus on recruitment, orientation and retention of staff.

David Coomer

David Coomer

Coomer specializes in serving clients operating outside the U.S., helping them to navigate the complex tax and financial reporting issues associated with international operations. In addition, he is part of the firm’s private equity group, where he provides buy-side due diligence and quality of earnings services to private equity funds, as well as assurance services to portfolio companies.

Tiffany White

Tiffany White

White has developed an expertise in employee benefit plan audits. She is a recognized leader of this practice in the Columbus area and is well versed in the complex area of ERISA compliance.

“One part of fulfilling our firm’s mission to better the lives of our clients, people and communities includes supporting the growth and development of our professionals. Our investment in our people is critical to our success on a firmwide and an individual level,” the firm announced.

Proppe Assumes Role as Plante Moran Managing Partner

Jim Proppe

Jim Proppe

Jim Proppe became MP of Southfield, Mich.-based Plante Moran (FY16 net revenue of $480.7 million) on July 1, succeeding Gordon Krater who was MP since 2009.

Proppe will guide Plante Moran’s client service, growth, people development, risk management and strategic direction. Plante Moran has a staff of more than 2,200 professionals in 23 offices throughout Michigan, Ohio and Illinois with international offices in China, Mexico and India.

“I’m incredibly honored to serve as the seventh managing partner in Plante Moran’s 94 year history,” Proppe said. “We have a strong legacy to maintain: a rich culture and dedication to client service while increasing service offerings, investing in top talent and helping the firm to compete in a digital world where technology provides new opportunities.”

Elected for this position by his partners in October 2016, one of Proppe’s first decisions was selecting the following partners to serve on the firm’s new management team:

  • Frank Audia, group MP, assurance and tax services and Plante Moran’s chief risk officer
  • Beth Bialy, group MP, nonprofit and public sector industries
  • Dennis Graham, group MP, management consulting services
  • Chris McCoy, group MP, firm administration
  • Teresa Pollock, group MP, offices
  • Brad Virkus, group MP, commercial industries

Proppe joined Plante Moran in 1984 after graduating from the University of Michigan and has served as a firm group MP for more than 12 years.

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.

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.

Bodin Named Global CEO-Elect of Grant Thornton

Peter Bodin

Peter Bodin

Peter Bodin will lead Grant Thornton International Ltd (GTIL), the global entity of the professional services network with 47,000 people at member firms in over 130 countries. Bodin, the former CEO of Grant Thornton Sweden, will assume the role on Jan. 1, 2018, for a five-year term, succeeding Ed Nusbaum, who will retire at the end of this year after eight years as CEO of GTIL.

“I have always believed sustainable business success is built on having the right people, leadership and culture,” Bodin says. “My role will be to create an environment that allows Grant Thornton people and firms to collaborate, not just with each other but with clients and other stakeholders, to grow into the world’s best professional services organization.”

Nusbaum adds, “I am delighted that the board has chosen a strong, innovative leader in Peter who will inspire the people of Grant Thornton, our clients and our communities throughout the world.  I have worked closely with him over the years and I am confident that after a smooth transition he will continue the journey to execute our Growing Together 2020 strategy and continue to build an exciting future for this great organization.”

Bodin was the CEO of Grant Thornton Sweden for 16 years. He received unanimous support from the board, including CEOs of Grant Thornton member firms from 14 countries and two independent directors.

KPMG Names Thomas as Global Chairman

Bill Thomas

Bill Thomas

New York-based KPMG (FY15 gross revenue of $7.9 billion) has named Bill Thomas as its new global chairman, succeeding John Veihmeyer on the completion of his term on Oct. 1.

Thomas was elected by KPMG International’s Global Council. He has been chairman of KPMG’s Americas region since 2014 and a member of the firm’s global board since 2009. Before that, he was CEO and senior partner of KPMG in Canada from 2009 to 2016. He has worked at KPMG for more than 28 years, holding other leadership roles in the Canadian firm and within KPMG International.

John Veihmeyer

John Veihmeyer

Veihmeyer will be completing his term as chairman and retiring from the firm at the end of September. He was previously in charge of the U.S. firm, which is now helmed by chairman and CEO Lynn Doughtie. Veihmeyer became chairman of the international firm when Michael Andrew fell ill in 2014.

“I am extremely proud to announce that Bill Thomas has been elected to succeed me as chairman of KPMG International,” says Veihmeyer in a statement. “Bill brings an exceptional range of skills and experience that will benefit KPMG and the clients our professionals serve. As leader of KPMG’s Americas region and the Canadian firm, Bill has an outstanding leadership record of quality growth, innovation and collaboration. But what distinguishes Bill most are his qualities of integrity, sincerity, passion and personal commitment. I’m confident that Bill’s authentic leadership will bring tremendous value to KPMG, our people and to clients.”

“It is a great honor to be elected chairman of KPMG International,” says Thomas in a statement. “John Veihmeyer has been an exceptional leader and role model, who has strengthened KPMG immensely with his commitment to quality and integrity, and his focus on the culture of our global organization. I intend to build on the foundation John has put in place, and help KPMG’s 190,000 professionals around the world to fulfill their potential and bring their best in meeting the rapidly expanding needs of clients. I’m convinced the next few years will be among the most dynamic our profession has ever seen, and I’m excited about the opportunities that are in front of KPMG.”