Allen Admitted as Partner at BlumShapiro

Amy Allen

Amy Allen

West Hartford, Conn.-based BlumShapiro (FY16 net revenue of $76.5 million) has admitted Amy Allen as partner, leading the firms Human Resource Consulting Services.

With more than 25 years of experience, Allen has held human resources executive roles at Suffolk Construction, The Boston Globe, Staples and other large national organizations before launching Amy Allen Human Resources Consulting, which provided advisory services consisting of organizational change, talent management, human resources functions, benefits & rewards and learning & development.

“Amy’s multi-year tactical and strategic experience in human resources brings a comprehensive skill set to the people side of our clients’ business,” says Brian Renstrom, managing partner Massachusetts and managing partner consulting of BlumShapiro.

As a certified Senior Professional in Human Resources, Allen brings best practices in the areas of recruiting, benefits, compensation, organizational development, performance management, employee relations, policy development and compliance, HRIS, retention strategies, success planning, project management and executive coaching.

Cherry Bekaert Adds International Tax Director to Growing South Florida Practice

Randall Cathell

Randall Cathell

Richmond, Va.-based Cherry Bekaert LLP (FY17 net revenue of $173.8 million) announced that Randall Cathell has been named as International Tax director in the firm’s South Florida practice. Cathell brings to Cherry Bekaert more than 20 years of experience regarding federal, international, and state tax compliance and consulting matters.

Cathell’s expertise covers the areas of structuring and repatriation, income tax withholding, the Foreign Account Tax Compliance Act (FATCA), and the international tax aspects of income tax accounting and reporting. Additionally, Cathell’s knowledge spans foreign tax credit modeling and optimization, Subpart F planning and analysis, earnings and profits analysis, related-party debt financing, and expatriate tax planning and compliance.

“In his role at Cherry Bekaert, Randall will oversee the International Tax practice for the firm’s Florida market. His primary focus will be C corporations and outbound tax matters for both public and privately-held companies. Randall brings an added layer of competency to our Florida market which is critical given the recent Tax Reform Act,” says David Appel, Cherry Bekaert’s South Florida MP. “Further, Randall’s knowledge, expertise and experience strengthen our international tax engagements and reinforce our position at the forefront of professional service providers.”

Before joining Cherry Bekaert, Cathell spent nine years as an international tax director for one of the nation’s largest public accounting, consulting and technology firms. He also served as a tax director for two global companies, in both transportation and manufacturing.

O’Beirne Named Leader of EisnerAmper’s International Tax Services Group

Gerard O’Beirne

Gerard O’Beirne

New York-based EisnerAmper LLP (FY17 net revenue of $352.6 million) announced that Gerard O’Beirne has been named the leader of the firm’s International Tax Services Group, specializing in international taxation, advisory and compliance services, publicly traded and closely held businesses, and high-net-worth individuals.

O’Beirne has more than 25 years of experience with both inbound and outbound structuring, including mergers and acquisitions. He also works with expatriates on their financial management and tax issues, including pre-departure and subsequent-return tax planning and tax compliance.

His clients span public, private, multistate and multinational entities. His practice has involved serving clients with operations throughout Western Europe and Asia. He is a frequent speaker at international conferences and writes extensively on international tax matters.

“Brexit, corporate repatriation and a host of other issues continue to greatly impact the global marketplace,” says Christopher Loiacono, MP of services. “Thanks to his experience and unique skill sets, Gerry is the ideal person to lead the firm’s international tax efforts to service clients with these broad-based, often-complex issues.”

BKD Admits New Partners and Managing Directors

Springfield, Mo.-based BKD CPAs & Advisors (FY17 net revenue of $564.4 million) admitted new partners and managing directors, effective June 1.

“I want to congratulate our newest partners and managing directors on this major career milestone,” says Ted Dickman, CEO. “Both positions require significant personal and professional investment. The new responsibilities these leaders face will bring challenges, but I’m confident they’ll find innovative ways to transform them into opportunities.”

The newly admitted partners include:

  • Chad Back
  • Kristen Bright
  • Bryan Callahan
  • Tim Chitwood
  • Robb Conner
  • Michael Earls
  • Chad Garber
  • Michael Gerber
  • Scott Humphrey
  • Corey Jennings
  • Susan Jones
  • Lindsey Oakley
  • Juli Pascoe
  • Anthony Pasternak
  • Don Rawe
  • Erica Smith

The new managing directors include:

  • Bill Clark
  • Tod Eastlake
  • Denise Gros
  • Marcus Mitchell
  • Michael Pallas
  • Nancy Schoolman
  • Tammy Totzke

Cherry Bekaert Names COO and Practice Leaders

Richmond, Va.-based Cherry Bekaert (FY17 net revenue of $173.8 million) named Kurt Taves as chief operating officer. Taves has more than 30 years of experience and previously served as the MP of the Hampton Roads, Va., practice and the tax services practice. In his COO role, Taves will oversee the firm’s three service lines: tax, assurance and advisory.

Tax partner Christine Pierce will take over as MP of tax services. In this capacity, Pierce will leverage her 30 years of knowledge to direct and manage the client service delivery process for the tax service Line. Pierce will continue to be based in the Atlanta office.

Collin Hill was named MP of assurance services practice. He will manage resource utilization and client experience associated with the delivery of assurance services. Hill is based in the Raleigh, N.C., office.

Briggs & Veselka Expands Risk Advisory Practice

Sonny Brandtner

Sonny Brandtner

Houston-based Briggs & Veselka (FY16 net revenue of $35.4 million) welcomed Sonny Brandtner as senior director in the risk advisory practice. Brandtner has more than 30 years’ experience in industry and in public accounting, providing internal audit, risk advisory and process improvement consulting experience in the energy, health care, restaurant and financial services industries.

“The firm’s market reputation is first rate among clients and referral sources, and it was a pleasant surprise over the course of our conversations with leadership to hear not only the size of the firm, but the scope of services that in my opinion, rival any regional firm,” says Brandtner.

“As the firm expands its value-added services to help our growing clients address and navigate through new and different risks, Sonny will be a valued resource in helping solve – or avoid – the issues oftentimes associated with growth,” says Sheila Enriquez, leader of the advisory practice.

“His presence will help expand our evolving internal audit, SOX, and routine accounting processes through use of robotic process automation. And Sonny’s deep experience in all four segments of the energy value chain will provide a valuable resource to our energy clients, as well as other OFS, upstream, midstream and downstream companies in the region.”

The Bonadio Group Names New Syracuse OMP

Kristen Gill Clark

Kristen Gill Clark

Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million) named Kristen Gill Clark as OMP of Syracuse, N.Y., effective May 1. As OMP, Gill Clark will oversee a team serving the central New York region.

Voted the firm’s first female partner, Gill Clark is also the first leader of the professional excellence division, a role she will continue while in the Syracuse office.

“Kristen is an exceptional talent and a natural problem-solver,” says Thomas Bonadio, CEO and MP. “She is dedicated to elevating those around her and is a true people person.”

EY Names New Greenville MP

Jessica Donan

Jessica Donan

New York-based EY (FY16 gross revenue of $11.2 billion) named Jessica Donan MP of its Greenville, S.C., office, effective June 29. Donan succeeds Phil Snipes, who has been with EY for 39 years, upon his retirement.

“EY Greenville has thrived alongside Phil’s outstanding leadership, and I know Jessica’s extensive background as an assurance partner and passion for people make her uniquely suited to build upon the momentum established,” says Sam Johnson, Americas vice chair and southeast region MP. “I am confident under Jessica’s guidance we will continue to make a meaningful impact on the businesses we serve by expanding and significantly investing in this market and we will continue to make valuable contributions to the community.”

With 19 years of public accounting experience, Donan has served public and private clients in the global industrial manufacturing, automotive, health care, transportation and technology industries. Donan has experience in initial public offerings, debt offerings and private equity offerings. Additionally, she has knowledge in the areas of inventory, business combinations, mergers and acquisitions, and restructuring while serving a diverse client base in multiple cities.

Prager Metis CPAs Admits Zarkowski as PIC

Joseph Zarkowski

Joseph Zarkowski

New York-based Prager Metis CPAs (FY16 net revenue of $60.8 million) admitted Joseph Zarkowski as the PIC of the advisory group and public company audit practice. He will be based out of the Basking Ridge, N.J., office.

“Bringing Joe on board is essential for our plans to expand our resources and further strengthen our reputation and expertise as the “go-to” expert in both advisory and public company audit services,” says Glenn Friedman, co-MP. “With his extensive background he is a perfect choice for us to lead the two critical areas.”

Zarkowski is responsible for developing, managing and delivering the advisory group’s service lines that include system and organizational control attestations, out-sourced internal audits, internal control risk assessments, integrity monitoring, custody surprise examinations, technology audits, regulatory and compliance reviews, and specialized attestation engagements.

K·Coe Isom Promotes Four Principals

Jeanne Bernick

Jeanne Bernick

Salina, Kan.-based K·Coe Isom (FY17 net revenue of $63.8 million) promoted four to principals: Jeanne Bernick, Danielle McCormick, Justin Mentele and Chris Pfannenstiel.

Bernick leads the firm’s market and growth strategies in food and agriculture, managing the needs of large commercial producers. She specializes in the future of family businesses, helping them to optimize, grow and transition their legacy businesses.

Danielle McCormick

Danielle McCormick

McCormick serves as the functional leader for the HR external consultancy team. She provides the service and product development for K·Coe Isom customers needing organizational services. McCormick has experience in leading HR teams and providing culture and compliance solutions, as well as providing succession, executive coaching, performance, talent and recruitment guidance.

Justin Mentele

Justin Mentele

Mentele has experience with closely-held manufacturers and biofuels companies working in all facets of their business, from tax and audit to compliance and entity structuring. He has experience in finding solutions for clients’ unique scenarios and issues.

Pfannenstiel delivers specialized tax, financial and estate planning for agriculture producers in Kansas, Oklahoma, Ohio and Indiana. He has experience in sustaining and creating client relationships, contributing to business growth, and the mentorship and development of his team.

Chris Pfannenstiel

Chris Pfannenstiel

“As young, bright leaders, their promotions demonstrate K·Coe Isom’s continued commitment to recognizing and providing the best people with long-term career opportunities,” says Jeff Wald, CEO. “The future looks bright as we bolster the firm with this new level of advisory leadership.”