Baker Tilly Makes Leadership Changes

Monica Modi Dalwadi

Monica Modi Dalwadi

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) has announced three leadership changes.

Monica Modi Dalwadi has been selected to serve as MP for the Washington, D.C. market effective June 1. She is succeeding Todd Stokes, who has been appointed to lead the firm’s people strategy.

“Monica brings an impressive background in consulting and a fresh perspective as managing partner of the metro D.C. market,” says Stokes. “Her passion and commitment to our clients and our people along with her willingness to try new things will serve her well in her new role.” The office is located in Tysons, Va., and has more than 400 team members.

Todd Stokes

Todd Stokes

Dalwadi, in her new role, will provide leadership, management and strategic direction for the firm’s metro D.C. market. She will continue serving clients focusing on internal auditing, risk assessment, fraud and forensics reviews and strategic consulting on a wide range of business issues. Dalwadi serves on numerous Baker Tilly committees and serves as a board member for various nonprofit organizations.

Stokes, in his new role, will lead a team to drive leading-edge practices in recruiting, learning and talent management and workplace culture. Stokes will be “laser-focused” on creating talent strategies at all career stages that anticipate and adapt to the future of work, the firm says. Last year, he was recognized by the Washington Business Journal as one of America’s top influencers in finance.

Baker Tilly CEO Alan Whitman called him a “creative leader,” and notes that his business acumen and curiosity push boundaries and challenge assumptions.

Fred Massanova

Fred Massanova

Additionally, the firm appointed Fred Massanova to serve as MP for the firm’s Philadelphia market. Effective June 1, Massanova will succeed Jeffrey Ferro, who will continue in his role as Baker Tilly’s East region MP.

“Fred is uniquely positioned for continuing our success in the Philadelphia marketplace,” Ferro says. “His strong relationship skills, commitment to the Philadelphia community and overall leadership will continue to be a significant asset to our Philadelphia market and firm.”

In his new role, Massanova will have responsibility for providing leadership, management and strategic direction for the firm’s Philadelphia market. He will continue serving clients and leading the firm’s Philadelphia commercial practice as well as Baker Tilly’s East region private equity practice.

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Windes Admits Cheevers, Fazio to the Partnership

Long Beach, Calif.-based Windes announced that Therese Cheevers and Ed Fazio have been admitted as partners in its employee benefit services and tax and accounting practices, respectively.

Therese Cheevers

Cheevers joined Windes in 2007 and has served the retirement plan needs of small- to middle-market corporations and unincorporated entities since 1984. Her practice focus includes pension and cash balance plans, 401(k) plans and cross-tested, profit-sharing plans, along with plan compliance, correction and IRS reporting. Her specialty services are consultation on qualified plan issues, plan documents, and design and implementation.

Ed Fazio

Fazio started with Windes in 2006 and has more than 20 years of experience in public accounting. His practice includes tax planning for business owners and analysis of multi-state corporations, as well as facilitating mergers and acquisitions, reorganizations, succession planning and real estate tax deferral strategies. He specializes in the manufacturing, energy, real estate, retail, construction, aerospace, technology, restaurant and personal services sectors.

“These are well-deserved promotions for Therese and Ed,” says MP John Di Carlo. “Both have been instrumental with leadership roles in the firm and have been exemplary with practice development, client management and administrative responsibilities. Therese is an expert in her field and we look forward to the direction and growth that she will bring to our employee benefit services practice. Ed has been a strong contributor to the development, growth, and expansion of the firm’s Orange County tax practice.”

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Sensiba San Filippo Names New Audit PIC

Bob Belshe

Pleasanton, Calif.-based Sensiba San Filippo (FY18 net revenue of $30.1 million) announces that Bob Belshe has been appointed PIC of audit.

Belshe, who became a partner in 2015, has more than 15 years’ of experience providing sophisticated accounting and management services to companies in the San Francisco/Silicon Valley area. He works extensively with venture-backed, emerging technology companies with an emphasis on the software, SaaS, semiconductor and medical device industries.

“Bob’s commitment to client service and technical excellence, coupled with his passion for developing other professionals, make him an ideal leader for our thriving audit practice. He is an innovative and fearless practitioner, and we’re so pleased he has agreed to step into this important role,” says MP John Sensiba.

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Mark Witte Admitted as Partner at UHY Advisors

Mark Witte

Chicago-based UHY Advisors Inc. (FY17 net revenue of $140.8 million) announces that Mark Witte has been admitted to the partnership group.

Based in the firm’s Albany, N.Y., office, Witte advises business leaders on a wide range of tax issues with both large multinational businesses as well as small, closely held domestic businesses. His expertise also includes corporate accounting for income taxes and planning, compliance and consulting for closely held businesses and their high-net-worth owners.

“Mark works closely with C-suite executives across a variety of industries and is a tremendous asset to our firm. We’re excited to have him join the partner team as he continues to work with some of the largest companies in the capital region,” says James Daniels, lead tax partner for UHY LLP in Albany.

Witte says, “I look forward to continuing to deliver the next level of service to our clients as well as being a part of the continued growth of UHY.” Witte joined UHY LLP in 1999.

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Moss Adams Appoints New MP of Consulting Practice

Eric Miles

Seattle-based Moss Adams (FY18 net revenue of $691 million) has announced that Eric Miles will become the new MP of the consulting practice.

Miles, a 22-year veteran of Moss Adams, will lead the firm’s numerous consulting lines, including information technology, strategy and operations, specialty tax, transactions, wealth management and other consulting services. The practice has grown rapidly and now generates more than $170 million in annual revenue.

“The continued expansion of our consulting group is a cornerstone of our growth strategy, ensuring that we not only provide exceptional services today but also anticipate our clients’ evolving business needs,” says Chris Schmidt, chairman and CEO of Moss Adams. “Eric’s prior leadership experience and history with aligning services and teams will be integral to his success managing this fast-paced practice.”

Miles previously led the fast-growing technology and media practice and several of the firm’s consulting lines.

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Friedman Welcomes International Tax Practice Director

David Slemmer

David Slemmer

New York-based Friedman LLP (FY17 net revenue of $101.5 million) has announced that David Slemmer has joined the New York office as a director in the firm’s international tax practice with a specialized focus in the area of transfer pricing.

He brings more than 20 years of experience evaluating and planning projects for large multinational companies as well as mid-market businesses across several industries. He has worked closely with clients in the life sciences, consumer business and manufacturing sectors.

His expertise includes:

  • Helping taxpayers determine appropriate transfer prices for future transactions
  • Performing economic studies for use in the defense of transfer prices under examination
  • Delivering industry-specific analyses for negotiations with the Internal Revenue Service and non-U.S. taxing authorities

Chris Fifis Joins Grassi & Co. as Director of Business Development

Chris Fifis

Chris Fifis

New York-based Grassi & Co. (FY17 net revenue of $60.8 million) announces that Chris Fifis is joining the firm’s leadership team as director of business development.

Fifis will cultivate new business opportunities and further the growth of the firm’s practice areas. Previously, he worked in business development for an insurance broker where his role focused on mid-sized companies – primarily in food processing, distribution and manufacturing – and helped them reduce risks and establish new policies and procedures.

He will be based in the Park Ridge, N.J., office and will focus his initial efforts on the northern New Jersey and New York markets, the firm says.

“Chris’s areas of expertise, particularly in prospecting in the northern New Jersey and Philadelphia markets, make him a desirable addition to our team as we continue to branch out into new territories,” says MP and CEO Louis C. Grassi. “We have an extremely strong presence in both Long Island and New York City and I am confident that Chris will help our firm build new and deeper relationships in New Jersey as well.”

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David Hartley Joins Anders as Partner to Expand Advisory Services

David Hartley

David Hartley

St. Louis-based Anders CPAs + Advisors (FY17 net revenue of $31.8 million) has admitted David Hartley as a partner to lead growth of the advisory services practice.

Hartley has more than 25 years of experience in C-suite leadership roles and consulting with privately held businesses on technology strategy and enterprise risk services.

Prior to joining Anders, Hartley was a principal at a Top 100 accounting firm, working with closely held, private and middle-market businesses on technology audits and enhancements. Named the 2018 Outstanding Visionary by the Missouri Society of CPAs, Hartley also served as CIO at a publicly traded coal producer, where he was responsible for overseeing the company’s technology, including strategy, applications development, infrastructure and cybersecurity. Hartley is a frequent speaker and writer.

“Anders already has a strong reputation for delivering high-impact services to clients, with all the right ingredients in place for continued growth,” explains Hartley. “I’m excited to join as a catalyst to accelerate the firm’s growth in high value advisory services. Today’s middle market companies navigate a myriad of opportunities and challenges and need valuable advisors to bring expertise and wisdom along the way.”

MP Robert Minkler says Hartley’s hiring marks a new focus on non-traditional accounting services. “We believe this is where the profession is heading, and it is an opportunity to provide additional value to our clients and to grow the firm purposefully.” With technology driving change in the accounting industry, the firm believes bringing in Hartley is a natural step in developing the firm of the future.

Anders advises clients in areas of technology, outsourced accounting, banking, fraud, valuation, litigation, business transition planning, cybersecurity and data analytics, among others.

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BKD Announces 23 New Partners, Managing Directors

Springfield, Mo.-based BKD (FY18 net revenue of $594.6 million) has announced that 12 professionals have been admitted to the partnership effective June 1. In addition, 11 were promoted to managing director.

CEO Ted Dickman says, “While their respective transitions will bring new challenges, these seasoned professionals are well-prepared to take on the responsibility. We take great pride in shining a spotlight on outstanding individuals and their achievements.”

Partner

  • Scott Bormet, Transaction Services
  • Tim Eischeid, Chicago
  • Amy Frizzell, Wealth Advisors
  • John Griffin, Dallas
  • Jenifer Hitschmann, Wichita, Kan.
  • Justin Kensinger, Springfield
  • Matt Klauser, Transaction Services
  • Kieth McGovern, Kansas City, Mo.
  • Jennifer Sanders, Louisville, Ky.
  • Nate Scott, Omaha, Neb.
  • JoAnna Simek, Chicago
  • Chris Woosley, Louisville, Ky.

Managing Director

  • Brian Bell, HCPAS
  • Jeff Bodkin, Indianapolis
  • Heather Broyles, Wealth Advisors
  • Christie Clements, Enterprise Risk Solutions
  • Nicole Fishback, Indianapolis
  • Glenn Grigsby, Louisville, Ky.
  • Jason Jobgen, Cost Segregation Services
  • Troy Lindsey, St. Louis
  • Mike Summers, Indianapolis
  • Allen Wong, Houston
  • Tomi Yoshitomi, Indianapolis

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RKL Wealth Management’s Stephanie Etter Promoted to Chief Compliance Officer

Stephanie J. Etter

Stephanie J. Etter

RKL Wealth Management LLC, a subsidiary of Lancaster, Pa.-based RKL LLP (FY17 net revenue of $67.9 million), announced that Stephanie J. Etter has been promoted to chief compliance officer.

In her new role, Etter is responsible for developing and monitoring the firm’s compliance program, ensuring that all activities of the firm meet regulatory requirements and acting as a liaison with legal and regulatory bodies on compliance-related issues.

“We congratulate Stephanie on her promotion to this significant leadership role for our firm. Her years of experience in operations working in conjunction with our compliance professionals combined with her dedication to client service excellence make her a natural choice for this new role,” says president Laurie Peer.

Etter most recently served as the firm’s operations manager and served as a liaison between the operations team and top management while establishing and implementing processes and procedures. Prior to joining the firm, she spent 16 years in the wealth management industry.

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