AAFCPAs Admits O’Reilly as Partner

Janice O’Reilly

Janice O’Reilly

Westborough, Mass.-based AAFCPAs (FY16 net revenue of $26.7 million) admitted Janice O’Reilly as partner in the consulting division and head of the managed accounting solutions (MAS) practice.

O’Reilly has more than 30 years of experience. She started her career in public accounting, as an audit manager at Deloitte, and transitioned to private accounting. She has experience in strategic and financial consulting services to privately-held and public companies in diverse industries, including: software, technical services, digital media and professional services.

O’Reilly will lead and deliver CFO-level consulting solutions, including advice on international expansion, foreign subsidiary establishment, growth strategy, IPO, secondary offerings, mergers and acquisitions, joint ventures, capital raising and investor relationships.

“Janice’s diverse finance and operational management experience makes her a great fit to spearhead our fast-growing MAS practice, and she is perfectly aligned with our culture, mission and core values,” says Matthew Boyle, partner. “She knows how to assess, build and execute the ideal accounting function and her charisma and collaborative approach make her an extremely valuable and exciting addition to our consulting team.”

Marcum Admits Clark Assurance Services Partner

Adam Clark

Adam Clark

New York-based Marcum LLP (FY16 net revenue of $449 million) admitted Adam Clark as a partner in the technical review and quality control group of the assurance services division. He will be based in the Melville, N.Y., office.

Clark is responsible for establishing, implementing and maintaining the assurance policies and procedures and compliance with regulatory guidelines. In addition, he provides guidance to firm professionals on technical accounting and auditing matters.

Clark has more than 20 years of experience in accounting, auditing, internal controls, root cause analysis and regulatory oversight. He has an in-depth knowledge of generally accepted accounting principles, SEC reporting, and PCAOB auditing and related professional practice standards. His extensive experience spans multiple industries and technical areas, including oil and gas, manufacturing, retail, software, revenue recognition and business combinations. He also has experience with foreign private issuers and IFRS.

EY Names Six to the EY Global Executive Leadership Team

New York-based EY (FY16 gross revenue of $11.2 billion) named six to the EY Global executive leadership team, effective July 1, 2018.

Kelly Grier has been appointed to the combined post of EY U.S. chairman and MP and EY Americas area MP. Grier is an audit partner at EY U.S. and was most recently regional MP for the U.S. Central region. In her 27-year tenure with EY, she served many of the largest and multinational EY clients.

Pat Winter has been appointed EY Asia-Pacific area MP. Winter, a partner at EY for 19 years, was previously EY Asia-Pacific deputy area MP. He has experience in transactions and corporate finance experience, due diligence and initial public offerings, growth initiatives and strategic acquisitions.

Jay Nibbe has been appointed EY Global Vice Chair – markets. He is responsible for leading the globally integrated, account focused go-to-market strategy and business planning across all EY service lines, sectors and geographic areas. As part of this, Nibbe will also lead EY global solutions, EY research teams, all alliance partnerships, business development, digital services and the global alumni program. In his most recent role as global vice chair – tax, Nibbe led the global tax service line.

As EY Global Vice Chair – talent, Trent Henry will actively recruit and develop talent, and meet growing demands for digital, specialist data and analytical skills across the global organization. Henry was most recently EY Canada regional MP. Henry, who has been at EY for 28 years, has experience in the tax business.

Alison Kay has been appointed chair of the EY Global accounts committee, in addition to her current role as EY Global Vice Chair – industry. In her EY Global accounts committee role, Kay is responsible for growth across EY top accounts. She will help develop innovative, sector-specific solutions.

Jessie Qin joins the EY Global executive leadership team in a three-year rotating role reserved for an early-stage member firm partner. Qin is a partner in the EY advisory service line based in Zurich and has 14 years of consulting experience across EY and other organizations.

“These appointments showcase our talented bench of diverse and highly skilled people at EY. Our new leaders will continue to build upon our strong foundation of shared values and purpose. They have demonstrated an ability to manage high-performing teams and deliver high-quality results.,” says Mark Weinberger, EY Global chairman and CEO

Cummings Keegan & Co. Admits New Partner

Melissa Carlson

Melissa Carlson

Melissa Carlson has been admitted to partner at Minneapolis-based Cummings Keegan & Co.

Carlson, who joined the firm in 1998, advises closely-held businesses, non-profits and individuals in various areas as tax planning, strategic consulting, audit and review of financial statements. She is a certified QuickBooks ProAdvisor and co-manager of the firm’s accounting services team.

“Throughout her career at CK&Co., Melissa has continually developed the intangible traits and leadership skills required for advancement. Her contributions will enhance the firm’s strategic initiatives related to client relations, employee engagement, and innovative growth strategies,” says Kathy Klang, MP.

Murphy Miller & Baglieri Admits Capobianco as Partner

Diane Capobianco

Diane Capobianco

Diane Capobianco has been admitted to partnership at Murphy Miller & Baglieri of Glen Rock, N.J.

Capobianco served as a senior manager with the firm for the past seven years, concentrating her practice in corporate and individual tax as well as estate and trust.

“Diane brings a depth of tax experience to our firm. As a CPA, she is a tremendous asset to our clients and a mentor to our team,” says Phil Murphy, MP of MMB. “We are glad to call her our partner.”

Friedman Admits Resnick and Bokiess as Partners

New York-based Friedman LLP (FY16 net revenue of $94 million) admitted Jeffrey Resnick and Steven Bokiess as partners.

Resnick has more than 30 years of experience. He advises clients across a variety of industries with a focus on closely-held businesses in the apparel and consumer products, real estate, health care and nonprofit arenas. His specializations include:

  • Advising closely-held and family-owned businesses on strategic tax planning opportunities
  • Guiding apparel and manufacturing clients on succession planning strategies
  • Assisting consumer product companies in structuring international operations

Bokiess has more than 20 years of experience. He specializes in advising prominent real estate organizations involved in a wide range of properties and brings extensive expertise to the financial arena. His specializations include:

  • Advising organizations on entity structuring alternatives
  • Providing tax consulting on complex Subchapter K partnership matters and Subchapter S corporate matters
  • Advising on transfer pricing and international structuring

Grant Thornton Welcomes Council as Leader for Enterprise Digital Strategy and Innovation

LaVerne Council

LaVerne Council

Chicago-based Grant Thornton (FY16 net revenue of $1.7 billion) has named LaVerne Council as the national managing principal for enterprise digital strategy and innovation.

In her new role, Council will focus on helping chief innovation officers solve their most challenging issues through the firm’s innovative enterprise digital and technology strategies and offerings. These include new approaches in digital delivery, technology management, effectiveness and efficiency, and data strategy and solutions.

“LaVerne is a true leader and her passion for using technology and innovation to solve the issues that CIOs face will be integral in expanding the firm’s advisory services offerings,” says Srikant Sastry, national managing principal of advisory services. “Her broad-based leadership experience, action-oriented approach and irrefutable industry acumen will help our clients create, protect and transform value across their businesses.”

Council has more than 30 years of experience, in both the public and private sector, implementing global technology solutions and supply chain strategies that drive growth and innovation in industries, including health care, consumer products and telecommunications. She also has experience in process design and implementation, IT strategy and solution development, organizational transformation, digital solution creation and implementation, change management, risk management and supply chain strategies.

Cherry Bekaert Names Patrick MP of Nashville Practice

Dawn Patrick

Dawn Patrick

Richmond, Va.-based Cherry Bekaert (FY17 net revenue of $173.8 million) named Dawn Patrick MP of the Nashville, Tenn., practice. In this capacity, she will oversee the execution of the firm’s growth strategy and ensure a coordinated and seamless service experience for clients throughout the Nashville market.

“Dawn is the perfect match to lead our growth and branding efforts in Nashville,” says Kip Plowman, MP of strategic markets. “Dawn is well-known in the Southeast for her work in the technology and health sciences arena, and her 25 years of public accounting experience will allow us to expand our reach in working with leading entrepreneurs and growth companies in the Nashville metro area.”

Dawn is a tax partner with Cherry Bekaert and serves as the leader of THInc, the specialty practice focused on the innovation needs of clients in the technology, health and life sciences, and industrial sectors.

RKL Admits Mink to Partner

Hunter Mink

Hunter Mink

Lancaster, Pa.-based RKL LLP (FY16 net revenue of $61.5 million) admitted Hunter Mink to partnership, effective Jan. 1, 2018.

“Hunter’s admittance to the RKL partnership is a testament to the strategic guidance he provides to clients, the role he’s played in the firm’s continued success and the positive impact he makes on our community,” says Edward Monborne, RKL CEO.

Currently a manager in RKL’s audit services group, Mink plans and oversees audit engagements for a cross-section of the firm’s client base. He specializes in serving the consulting and assurance needs of many architecture and engineering firms throughout the Mid-Atlantic. Mink is also a key member of RKL’s real estate development and construction industry group.

Alexander Thompson Arnold Admits Puckett as Partner

Mark Puckett

Mark Puckett

Mark Puckett has joined Union City, Tenn.-based Alexander Thompson Arnold (FY16 net revenue of $20.3 million) as a partner in the Memphis, Tenn., office.

Puckett has more than 35 years of experience with BDO USA at their Memphis office. He held top leadership positions including OMP (tax), regional MP (tax) and managing director (tax).

“As a BDO Alliance firm, we have worked closely with Mark over the years, so our relationship is long-standing. We understand how one another works and know Mark will bring a great deal of expertise and experience to our growing Memphis presence,” says John Whybrew, MP of ATA.