REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

Blue & Co. Welcomes DiFrancesco to the Firm

Julie DiFrancesco

Julie DiFrancesco

Carmel, Ind.-based Blue & Co. (FY15 net revenue of $70.7 million) announces that Julie DiFrancesco joined the firm as a principal on the reimbursement team in the Columbus, Ohio, office April 3.

With more than 26 years of experience in the health care industry, and more than 20 years working specifically in reimbursement, she brings a wealth of knowledge and expertise to the table, the firm says.

Before joining Blue & Co., DiFrancesco served in multiple leadership positions within very large firms. As a principal at Ernst & Young, she led the national wage index team. She has been a national speaker on wage index and taught a Medicare cost report class nationally for the Healthcare Financial Management Association for nine years.

K·Coe Isom Admits Three to Partnership in the Firm

Shellee Callahan

Shellee Callahan

Shellee Callahan, Peter Martin and Shasta Weatherman have been admitted to the partnership at Salina, Kan.-based K·Coe Isom (FY16 net revenue of $61 million).

Callahan serves the firm as its tax functional champion, orchestrating the firm’s tax practice across all 19 K·Coe Isom offices. She also works closely with manufacturers to offer business management and tax strategies, and she oversees clients’ business financial statements and audit services. She is based in Salina, Kan.

“Shellee is a keystone in the success of our firm’s tax practice,” says K·Coe Isom CEO Jeff Wald. “In the time she’s led our firm’s complex and specialized tax function, she’s dramatically increased the sophistication of our processes and provided excellent leadership. In addition, many customers rely heavily on Shellee’s specific technical knowledge to make decisions that allow them to be more profitable, productive and successful.”

Peter Martin

Peter Martin

Martin acts as a strategic finance and growth consultant, leading the K·Coe Isom team and customers of the firm to their next stage of development, specializing in assessing financial health and developing strategic plans for business leaders across the country. He splits his time between Colorado and California.

“Peter is both a visionary and an encourager,” says Wald. “Whether working with principals and team members, or thoughtfully advising outside businesses, Peter has the unique ability to see future potential and chart the path to capitalize on it. In addition to his strong technical expertise, we rely on him as a leader and a skills builder, helping others inside and outside the firm pursue and achieve their goals.”

 

Shasta Weatherman

Shasta Weatherman

A highly regarded business advisor and leader of the firm’s construction, real estate, architects and engineers practice, Weatherman collaborates with business owners to develop creative strategies that help them achieve goals in the most tax-effective, cost-beneficial way. Weatherman dynamically manages internal staff across the country. She is based in Salina.

 

“Shasta is a true team builder,” says Wald. “Her energy and positive attitude develop huge trust, both on the part of her colleagues and the companies she serves. No matter what the business might need, Shasta has the ability to assemble a great team to tackle tough issues and exceed expectations. Her excellence as a business advisor and dedication to her customers’ success set her apart as a leader others want to learn from.”

Armanino Welcomes New Partner to Lead CFO Advisory Services Practice

Nate Collins

Nate Collins

San Ramon, Calif.-based Armanino (FY15 net revenue of $164.2 million) has announced that Nate Collins has joined the firm as a consulting partner to lead the firm’s CFO advisory services practice, a team of experts in valuations, equity management and accounting, and financial management consulting.

Armanino’s CFO advisory services team has supported a variety of Silicon Valley’s hottest tech firms with services including financial management, transaction advisory, including mergers and acquisitions (M&A) and IPO preparation, equity management and valuation consulting services.

Collins joins Armanino after 12 years at BDO, most recently serving as the lead partner for BDO’s transaction advisory services practice for the Western United States. There he directed buy-side/sell-side due diligence and related negotiations for a wide variety of transactions. He has significant experience in both the domestic and multi-jurisdiction arenas, as well as supporting the M&A-related special project needs for strategic buyers, financial investors and acquisition targets.

Prior to joining BDO, Collins held positions at Deloitte, Aon Corporation and Leo Burnett Worldwide.

BDO Consulting Expands Corporate Real Estate Advisory Services

Ross Forman

Ross Forman

BDO Consulting, a division of Chicago-based BDO USA (FY16 revenue of $1.29 billion), announced the expansion of its corporate real estate advisory services practice, appointing Ross Forman as managing director and leader of portfolio strategy.

Forman brings more than 25 years of strategic real estate management experience to his new role, where he will work with clients to evaluate their current real estate portfolio performance and identify opportunities to reduce cost and enhance operating efficiencies. The addition of portfolio strategy and performance optimization services is the latest in a series of moves by BDO Consulting to grow its corporate real estate advisory service offerings.

“In today’s competitive business environment, companies have recognized the impact that real estate choices can have on their bottom line,” says Michael Pappas, practice leader of corporate real estate advisory services at BDO Consulting. “Ross brings a strategic lens to our comprehensive service model that will marry savings opportunities at individual locations with overall portfolio performance optimization.”

Along with the expansion, the firm has implemented a new diagnostic methodology, which provides real-time, reliable, industry-specific data used for the critical analysis of clients’ real estate assets. The approach streamlines the benchmarking process.

“Changing workforce demographics, emerging technologies and an expanding global economy have underscored the need for a more sophisticated approach to corporate real estate,” says Forman, who served as the global real estate strategy lead at Accenture before joining BDO.

Cherry Bekaert Admits New Partner

Chase Wright

Chase Wright

Richmond, Va.-based Cherry Bekaert (FY16 net revenue of $164.2 million) announces that Chase Wright has been admitted as a new assurance and advisory partner with the Tampa, Fla., practice.

Wright will work with middle-market public corporations, private equity-backed businesses and private companies in the technology, life sciences, health services, manufacturing and distribution industries. He will also be a member of THInc, the specialty practice that focuses on guiding and helping clients maximize opportunities for innovation in the technology, health and life sciences and Industrial sectors.

Wright has more than 20 years of experience advising and auditing publicly traded and privately held companies, ranging from venture-backed startups to multi-billion-dollar SEC registrants. His background includes experience assisting companies with financial reporting and internal controls testing and optimization.

“Chase brings deep experience in the areas of IPO filings, SEC reporting, risk advisory and complex corporate finance issues,” says Christopher F. Rux, market leader of Cherry Bekaert’s Tampa Bay practice. “Our clients will greatly benefit from his knowledge and expertise as they continue to look for ways to expand and grow.”

Before joining Cherry Bekaert, Wright was an audit partner with a Big 4 accounting firm and a regional CPA firm.

KMSS Welcomes Two New Partners

Jolene Cashin

Jolene Cashin

Calgary, Alberta-based Kenway Mack Slusarchuk Stewart (FY15 net revenue of $11.9 million) announces the admission of Jolene Cashin and Mark Servello into the firm’s partnership.

Cashin’s role in the firm involves managing client engagements and providing client advisory and tax services in the accounting and auditing area to a diverse client base. She has significant experience in land and real estate development, construction and oil and gas, working with mid-sized private companies. In addition, she services many not-for-profit organizations.

Mark Servello

Mark Servello

Servello joined the firm in 1997 and has been an integral part of the team ever since. As part of the tax group, he provides in-depth tax advice to the firm’s clients. He works with personal and corporate clients and he is the firm’s commodity tax expert.

Margolin Winer & Evens Names Two New Partners

Scott Saulino

Scott Saulino

Garden City, N.Y.-based Margolin Winer & Evens (FY15 net revenue of $40.6 million) announces the admission of Scott Saulino and Paul Becht as the firm’s newest partners.

Saulino joined the firm in 2002 as an auditor and is a member of the real estate practice group, where he advises a variety of clients on complex acquisitions, development project financing, debt restructurings and other matters. He has also authored a number of articles for trade and business publications and is active in internal mentoring and training.

Paul Becht

Paul Becht

Becht joins the firm from Baker Tilly Virchow Krause, where he had been an audit partner for five years. Becht’s practice focuses on REITs, debt buyers, manufacturers, distributors and employee benefit plans. He is a frequent speaker at conferences and a source for leading business and trade publications.

Wragg Named Senior Managing Director of CBIZ Tofias; Gallagher Retiring

Scott Wragg

Scott Wragg

Cleveland-based CBIZ (FY15 net revenue of $610 million) announced the appointment of Scott Wragg to senior managing director of CBIZ Tofias, the New England division of CBIZ.

This move marks CBIZ’s transition into a new generation of leadership and growth within the New England accounting industry.

“CBIZ is thrilled to have Scott lead the New England offices during an exciting time of growth and expansion,” says Chris Spurio, president of CBIZ Financial Services. “Scott has a comprehensive understanding of our clients’ needs, and the vision and leadership skills to take New England to new heights.”

Wragg is the successor to Tracy Gallagher, who is retiring after 32 years with the company, including nearly 20 years as senior managing director of CBIZ Tofias.

Tracy Gallagher

Tracy Gallagher

Gallagher and Wragg will serve as co-senior managing directors until Gallagher retires on May 31. Wragg will then take over as senior managing director effective June 1.

“Scott has been a leader at CBIZ Tofias since the day he joined 12 years ago,” says Gallagher, outgoing senior managing director. “His experience, passion and commitment to our clients’ success have made him an invaluable and trusted advisor. His dedication to both our clients and our people, among many other attributes, will make this a very smooth transition.”

Wragg joined the company as a managing director in 2005. He has been working in public accounting for more than 30 years. Prior to taking on the role of senior managing director, Wragg was the New England tax practice leader.

“Our growth is due to focusing on our top priorities: our clients and our people,” says Wragg. “We will continue to find more ways to provide insights and ideas to our clients, serving as valuable business advisors year-round. We plan to invest even more resources in key industries and specialized areas of expertise to effectively service our clients as their businesses grow and evolve.”

Marks Paneth’s Goldstein Named Co-PIC of Nonprofit, Government and Healthcare Group

Hope Goldstein

Hope Goldstein

New York-based Marks Paneth LLP (FY15 net revenue of $110.9 million) announced that Hope Goldstein was named co-PIC of its nonprofit, government and health care (NGH) group. In this role, Goldstein will direct Marks Paneth’s NGH group alongside Michael McNee, who has served as the group’s leader since 2002.

“Since Hope joined Marks Paneth in 2005, our practice has grown significantly to more than 60 dynamic professionals serving over 20% of the region’s extraordinary nonprofit organizations,” says McNee. “This rapid growth merits additional leadership, mentorship and expertise. With her long-standing and proven track record within our group and with our clients, Hope is a natural fit for the role.”

Goldstein has more than 25 years’ experience providing accounting and auditing services to the nonprofit, higher education and government sectors. Her experience includes audit and attest engagements as well as projects involving mergers, initial bond offerings, governance structures, forecasts, internal control and systems studies, risk assessments and assurance activities.