The Highlands Accounting Group Admits Harney Shareholder

The Highlands Accounting Group of Hoover, Ala., admitted Brian Harney as a shareholder.

Harney has spent the last 16 years working at two large firms in Alabama. He has experience in employee benefit plans, specifically 401(k) plans and defined benefit plans. In addition, he focuses on audit, review and compilation services for general contractors, specialty contractors and subcontractors, as well as other industries, including, manufacturing, financial institutions, insurance and technology.

“Brian brings a depth of experience to our firm and demonstrates incredible commitment to our clients and to the management of the firm,” says founding and managing shareholder, Jaime Sweeney. “As a collaborative advisor with extensive knowledge with employee benefit plans and construction, Brian understands the value of listening carefully to his clients before offering solutions. This allows him to guide clients through the complexities of the audits.”

Calibre One Admits New Partner and Strengthens Financial Services Capabilities

Calibre One, an executive search firm and an affiliate of Bethesda, Md.-based Calibre CPA Group (FY16 net revenue of $23 million), admitted David Schumer as a partner in its New York office. Schumer will further strengthen Calibre One’s global financial technology practice and lead the company’s broader expansion into serving financial services clients, including investment management and insurance.

“Calibre One is continually looking to expand into new industries that are undergoing digital transformation,” says Dan Grosh, MP in San Francisco. “One such area is the financial services sector where investment management firms are facing increased competition, fee pressures, shifting client preferences and ever-changing regulation. Of all of the changes confronting investment managers, artificial intelligence, robotics and distributed ledger technologies hold the most potential to transform the industry. With the addition of David, we have substantially strengthened our technical expertise and access to senior executives in financial services to bring clients the global talent they need to thrive in the era of technological and regulatory change.”

Schumer has more than a decade of investment management experience. Most recently, he served as principal for an executive search boutique and strategic advisor specializing in talent management for the asset and wealth management industry. Prior to that, he was a consultant at David Barrett Partners. Schumer also previously served as an equity investor at Tribe Capital Management and at HBK Investments. He started his career as an investment banker at Lehman Brothers.

Mazars USA Opens Los Angeles Office and Admits Two Partners

Karine Philippon

Karine Philippon

New York-based Mazars USA (FY16 net revenue of $187 million) opened a new office in Los Angeles. Karine Philippon and Jessica Cluzeau, who were admitted as partners, will move to the new office.

Cluzeau, who has more than 15 years of experience providing accounting and advisory services in the U.S. and in Europe to international middle market and large companies within the manufacturing and distribution sector, will continue to focus on assisting international businesses.

Philippon has more than a decade of experience providing accounting and advisory services to middle-market and multinational corporations and will focus on expanding the firm’s technology and media practice.

Jessica Cluzeau

Jessica Cluzeau

“Companies, particularly those in technology, are facing many challenges right now. Jessica’s and Karine’s experience working with international entities will be of significant benefit to our clients. By expanding our practice reach, we’re demonstrating our dedication to maintaining a leadership position in this sector, including continuing to attract exceptional individuals with expertise in technology,” says Kathryn Byrne, partner, and manufacturing and distribution practice leader.

“I am excited about the opening of our new office in Los Angeles which will enable Mazars USA to increase its national presence, further building on our brand in the southern California market and provide opportunities to strengthen our capacity in serving our clients,” says Philippon.

“I am excited to be part of Mazars expansion in California, and its focus on technology and the international marketplace. I know that my expertise in these areas will be of significant value to the firm’s clients. In addition, being able to leverage the deep, global resources of Mazars Group will be critical for helping clients stay competitive,” says Cluzeau.

BT Wealth Management Admits McDaniel as Partner

Clay McDaniel

Clay McDaniel

BT Wealth Management, an affiliate of Bennett Thrasher (FY17 net revenue of $47.3 million) of Atlanta, admitted Clay McDaniel as partner. McDaniel has served as the director of research since 2015 and has more than 13 years of experience with family offices, hedge funds and registered investment advisors.

“Clay is a differentiator,” says MP and chief investment officer Scott Craig. “Not only has he helped take the firm’s research process to another level, but through his network we find opportunities not typically seen by firms like ours.”

McDaniel is a member of the firm’s six-person investment committee and has a strong background in private and alternative investments and has performed full investment and operational due diligence on funds across a wide variety of sizes and strategies. His role also includes risk modeling, communications, consulting and working with specific clients to construct and tailor portfolios to meet their needs.

“I am grateful for this promotion and am excited to continue the partnership with Scott that we forged nearly 30 months ago,” says McDaniel. “We are still in the early stages of what is possible for a firm like ours. We have a deeply experienced and talented team, intensely focused on helping each individual client achieve financial success. It is very satisfying to play a role in that success, to build a portfolio that helps meet his or her financial goals.”

Elliott Davis Expands Cybersecurity and Risk Advisory Services Practice

Jimmy Buddenberg

Jimmy Buddenberg

Greenville, S.C.-based Elliott Davis (FY17 net revenue of $118 million) named Jimmy Buddenberg as director of the cybersecurity and risk advisory services practice.

“As the information security landscape continues to evolve and cyber threats become more sophisticated, the need for innovative solutions that mitigate risk has become paramount to business success and sustainability,” says Rick Davis, CEO. “Jimmy brings a wealth of experience in managing and delivering IT services, strategy and technical assessments for companies in a wide range of industries, and his expertise will enable our clients to maximize investments while achieving necessary regulatory compliance.”

Under Buddenberg’s direction, the cybersecurity and risk advisory services practice will help companies implement solutions to safeguard their businesses, as well as their customers’ critical assets and data. Specifically, he will work with clients to: assess their current cybersecurity posture; develop tools, policies and procedures that minimize exposure; and integrate a business continuity plan to be used in the event of a cybersecurity breach.

“The threat from cyberattacks is one of the most formidable challenges facing today’s businesses,” says Buddenberg. “Regardless of an organization’s size or the industry in which it operates, the impact of even a single data breach can be devastating. As a team, we’ll work with clients to identify risks and create strategies to protect their businesses. This, in turn, will empower them to focus on running their enterprises.”

Prior to joining Elliott Davis, Buddenberg most recently served as senior vice president and managing director for Atos, a global IT services company. In this role, he was responsible for managing an information technology outsourcing business servicing the technology, telecommunications, media, utilities, energy and finance industries for North America.

Piehl Hanson Beckman Admits LaCanne as Partner

Brian LaCanne

Brian LaCanne

Hutchinson, Minn.-based Piehl Hanson Beckman admitted Brian LaCanne as partner, according to Hutchinson Leader.

LaCanne joined the firm in 1998 was promoted to senior accountant in 2008. He practices in a variety of accounting and tax areas, focusing on business and individual tax planning and preparation, corporate accounting, lawful gambling auditing, business consulting and multi-state taxation.

Bauknight Pietras & Stormer Admits Glenn as Partner

Benjamin Glenn

Benjamin Glenn

Bauknight Pietras & Stormer (FY16 net revenue of $8.6 million) of Columbia, S.C., admitted Benjamin Glenn as partner.

Glenn, who has been with the firm for 13 years, is the lead tax professional on the captive insurance team where he serves captive insurance companies and their parent corporations throughout the U.S. He routinely consults on the formation of new captive insurance companies, helping to assess risk transfer and risk distribution matters key to the successful formation of a captive insurance enterprise. In addition, Glenn’s experience includes successfully defending captive insurance companies in IRS examinations and submitting private letter ruling requests to the IRS.

“It’s gratifying that our firm is ‘growing our own’ talent and creating leadership opportunities for our CPA staff. Since joining BPS, Ben has focused on building an industry-leading knowledge base in the areas of captive insurance and telecommunications, which in turn has contributed to BPS’ growth. He’s an asset to our clients and our firm,” says managing shareholder, Ken Bauknight.

EY Names New Ohio MPs

Monte Repasky

Monte Repasky

New York-based EY (FY16 gross revenue of $11.2 billion) named Monte Repasky as Cleveland OMP, succeeding Julie Boland.

With 27 years of experience, Repasky has served a wide variety of global clients primarily in the manufacturing, transportation and construction sectors. He’s also served as the corporate controller of an international manufacturing company. He has experience working with international corporations in acquisitions, divestitures and spin-offs, revenue recognition, accounting for income taxes, and SEC reporting and filing matters.

Earlier this year, Boland was named vice chair, central region managing partner-elect. Since 2014, she has served as Cleveland’s MP leading the office to outstanding growth and recruiting results, according to EY. The succession will see Repasky lead the firm’s second-largest office with 1,200 people.

Whitt Butler

Whitt Butler

EY also named Whitt Butler, Akron, Ohio OMP, succeeding Jerry Gootee. Butler has been with EY for more than 17 years. He was admitted to the partnership in 2010, previously serving as the central region advisory growth platform leader, and currently serves as the diversified industrial products advisory market segment leader.

Gootee will remain in northeast Ohio, while taking on his new leadership role as the Americas advisory leader for the diversified industrial products and automotive and transportation sector.

Schulze Oswald Miller & Edwards Admits Partners

Alpena, Mich.-based Schulze Oswald Miller & Edwards admitted Julia Oswald, Claudia Miller and Sandra Edwards as partners.

Oswald joined the firm with nine years of accounting experience specializing in tax preparation for individuals and auditing both governments and nonprofits.

Miller has 20 years of public accounting experience concentrating in governmental accounting, taxation and consulting.

Edwards has been with the firm for the past 10 years with concentration in small business and small governments.

“Julia, Claudia and Sandra bring a depth of experience to our firm. They all have special niches that make them a tremendous asset to our clients,” says Kristy Schulze, co-founder and MP.

CohnReznick Names Duffany MP of Tax Practice

Patrick Duffany

Patrick Duffany

New York-based CohnReznick (FY17 net revenue of $617 million) named Patrick Duffany the new MP of the firm’s tax practice. Duffany succeeds Kenneth Kanter who is retiring.

Duffany previously led CohnReznick’s state and local tax and national tax consulting practices. Based in the Hartford, Conn., office, he has more than 25 years of public accounting experience.

In the wake of the tax cuts and jobs act, Duffany will direct CohnReznick’s efforts in helping clients effectively deal with the intricacies of the new tax laws. His experience includes providing strategic tax planning and compliance services across a broad range of clients and industries.

“We congratulate Patrick on his new role as CohnReznick’s tax leader. His enormous wealth of tax and accounting experience, along with his vision, track record, and leadership skills, will enable him to successfully lead our tax teams and clients through the opportunities and challenges of an ever-changing tax landscape,” says Frank Longobardi, CEO.

“In my new role, I will continue providing the quality, relevant and timely services that drive growth for our clients by leveraging the talents of our tax professionals and building our firm’s capabilities,” says Duffany. “Through technological innovation, and by collaborating with our clients and our audit and advisory practices, I am committed to uncovering new opportunities to drive efficiency, deliver value and more effectively manage risk.”