Friedman LLP Promotes Three to Director

New York-based Friedman LLP (FY16 net revenue of $94 million) announced the promotion of three professionals to director, effective July 1.

Kimberly Iaconelli, director tax services group, Philadelphia: Iaconelli has more than 25 years of experience in public accounting, specializing in providing tax planning, consulting, research and compliance services to closely held businesses in a broad range of industries, and to high-net-worth individuals.

Leonard Lubin, director audit services group, Long Island, N.Y.: Lubin has more than 25 years of experience in public accounting, working with clients in the fashion, manufacturing and distribution, import/export, real estate and electronic media industries.

Sheru Kagalwalla, director audit services group, New York: For more than 20 years Kagalwalla has worked in public accounting, servicing clients in the real estate industry, including investment companies, construction companies, hotels and restaurants, and in the diamond and jewelry industry.

Westerkom Joins the Atlanta Office of BDO USA as Managing Director for Risk Advisory Services

Robert Westerkom

Robert Westerkom

Chicago-based BDO USA LLP (FY17 net revenue of $1.4 billion) announced that Robert Westerkom has joined Atlanta’s risk advisory services practice as managing director. In this role, Westerkom will oversee risk advisory service offerings that assist clients with their risk, internal control and compliance needs, including internal audit, vendor audits, Sarbanes-Oxley compliance, contract and regulatory compliance, governance, IT audit risk assessment and risk management.

“Robert brings a wealth of public, private, and broad industry experience, as well as a depth of knowledge in internal audit to this role,” says Jay Duke, national MP for advisory services.

Westerkom has more than 19 years of business experience, with eight specifically related to providing risk advisory services to public and private companies, across many divisions and business units with interests in numerous countries. His experience will bring more depth to BDO’s risk advisory services practice as they work with clients proactively to manage risk through the creation of internal controls. Westerkom will also assist clients as they seek to design and implement global compliance programs and drive results through internal audit.

Bober Markey Fedorovich Admits German as Partner

Eric German

Eric German

Akron, Ohio-based Bober Markey Fedorovich (BMF) admitted Eric German to partner. German joined the firm in 2014 as a senior manager in advisory and assurance services.

German’s client experiences at BMF include negotiation and settlement of multi-million-dollar working capital disputes, navigating nine-figure goodwill and intangible impairment charges, implementing share-based equity compensation arrangements, and exiting and entering international jurisdictions. German has provided counsel to a variety of multi-national organizations as they have navigated some of the most complex areas of generally accepted accounting principles.

“Eric’s experience in both public accounting and private industry has allowed him to be well versed in a number of disciplines critical to our profession and the firm’s mission,” says Richard Fedorovich, MP and CEO for BMF. “We are confident that his extensive professional and technical background will complement the strategic growth initiatives and future vision and growth we are pursuing for our practice.”

Dannible & McKee Admits Forkin and Michalski as Partners

Shannon Forkin

Shannon Forkin

Syracuse, N.Y.-based Dannible & McKee LLP admitted Shannon Forkin to tax partner and William Michalski to audit partner.

Forkin started with the firm in 2004. She has experience in all areas of income taxation, including multi-state taxation and strategic planning, and specializes in working with health care, nonprofit and professional-service clients.

William Michalski

William Michalski

Michalski joined Dannible & McKee in 2004 and has experience in audit, assurance and advisory services. He is well versed in federal acquisition regulation overhead audits. Michalski concentrates in the industry specialties of health care, manufacturing and architecture and engineering.

Raffa Admits Gilbert as Partner and Tarpey as COO

Jean Gilbert

Jean Gilbert

Washington, D.C.-based Raffa PC (FY16 net revenue of $47.9 million) admitted Jean Gilbert as partner, and Laurie Tarpey as COO.

Raffa’s demographics contrast sharply with national industry trends. More than 70% of partners, managers and employees are women, people of color, LGBT or born outside the U.S.

With Gilbert’s admission, 12 of 18 partners at the firm are women. In May of 2014 Raffa earned certification as a B (as in “Benefit”) Corporation, meeting rigorous standards of social and environmental performance, accountability and transparency.

“We are proud of the diversity and experience that our leadership teams offer our clients,” says Tom Raffa, founder and CEO. “And as a B-Corp, we are part of a community of just 2,100 businesses across the globe whose core values and guiding principles have redefined success in business to include not only financial success, but also adherence to stringent standards of transparency and social and environmental accountability. Both Jean and Laurie have proven their commitment to this vision time and again with our clients and with our internal team. I know that they will help us continue to grow the firm and do more in our community.”

Gilbert joined Raffa’s managed accounting services in 2006. She works with more than 100 staff accountants providing outsourced and accounting services to more than 200 clients. Her team will also conduct financial and operational risk assessments, evaluate internal controls, make efficiency recommendations and provide expert support for spin-offs, mergers and dissolutions.

“I am honored to be a part of such an innovative firm and talented team. I know Raffa will continue to provide more value and insight to our clients than other firms can because of the strength and diversity of our leadership,” says Gilbert.

Laurie Tarpey

Laurie Tarpey

In a newly created role, Tarpey will work closely with Raffa’s partners on the company’s overall strategic goals and execution. She joined Raffa’s managed accounting services group in 2016 where she has proven herself as a valuable asset to the firm and her clients by providing services that have included partnering with the CFO of a $70 million, multi-entity nonprofit on organizational process improvements and financial analysis.

“I look forward to joining an already successful, energetic leadership team to spearhead our internal operations to continue to align our strategy and practices with Tom’s vision of a firm that not only does well but that also does good in the world,” says Tarpey.

Kemper CPA Group Admits New Partners

Evansville, Ind.-based Kemper CPA Group (FY17 net revenue of $41.9 million) admitted six new partners, effective May 1.

They are: Michelle DePew (Mount Vernon, Ill.), Christopher Hays (Livermore, Calif.), Jill Koester (Evansville), Jason Shaw (Champaign, Ill.), Eric Williams (Henderson, Ky.) and Ryan Masterson (Evansville and Mount Carmel, Ill.).

Kemper CPA Group LLP was founded by Morris Kemper in Mount Carmel, Ill., in 1958. Services offered include tax return preparation and consulting, asset management services, medical practice management, computer network design and installation as well as accounting software implementation. Additional services include employee benefit plan administration, as well as auditing, bookkeeping and payroll services.

Green Hasson Janks Expands Its Expert Witness and Litigation Practice

Ben Sheppard

Ben Sheppard

Ben Sheppard joined Green Hasson Janks (FY16 net revenue of $27.8 million) of Los Angeles as a principal to lead the expert witness and litigation support service line.

“Ben will be bringing substantial knowledge and experience to our litigation support practice,” says partner Ilan Haimoff. “Having Ben join our firm is a reflection of our commitment to, and investment in, growing our consulting practice.”

“By investing in our people we deepen our firm capability and continually provide innovative solutions to our clients,” says Leon Janks, MP. “I am energized to have Ben Sheppard as part of our growing team.”

Sheppard has expertise in litigation support and expert witness services, as well as forensic investigations and valuations. By working closely with clients, he assists them in finding answers to situations that may pose a threat to their business. Sheppard has offered expert witness opinions in more than 35 separate matters in state courts, federal courts and arbitrations.

Sheppard’s substantial entertainment industry experience includes theatrical, home video, video games, television, radio, cable/satellite, live entertainment, music/book publishing and digital cinema. For more than 17 years, Sheppard has served as consultant on litigation, forensic investigation and valuation projects in the entertainment industry, but also other industries, such as sports, consumer products, insurance/financial, manufacturing and software, retail and government.

LBMC Admits Eckstein as Partner

Andrew Eckstein

Andrew Eckstein

Brentwood, Tenn.-based LBMC (FY17 net revenue of $89.8 million) admitted Andrew Eckstein as a partner, helping lead the firm’s transaction advisory services practice. Eckstein has more than 13 years of professional experience in audit and M&A transaction services.

“He has been instrumental in our efforts to expand this service line to accommodate the vast growth as we problem-solve for our clients in this ever-changing climate,” says Lisa Nix, partner and practice leader, transaction advisory services.

Within health care, Eckstein’s recent transactions include leading deal teams in behavioral health, dermatology, eye care, home health, home infusion, acute and urgent care facilities, medical supplies, nurse staffing, transcription services, and physical and speech therapy.

In addition to health care, Eckstein has participated in financial due diligence engagements within precision manufacturing, packaging, rubber, plastics, industrial services, Internet and software technology entities, printing/publishing, business services, food and beverage, and specialty finance industries.

He specializes in quality of revenue analyses, proof of cash assistance, cash to accrual conversion, excess and obsolete inventory analysis, and working capital projections/negotiations.

RyanSharkey Admits Sherman as Partner

Travis Sherman

Travis Sherman

RyanSharkey (FY16 net revenue of $7.6 million) of Reston, Va., admitted Travis Sherman as partner in its tax practice. Sherman has more than 25 years of experience in public accounting, including significant involvement with international companies of all sizes. He has assisted various types of businesses with particular focus on government contractors, professional service businesses and technology companies.

Sherman provides tax consulting and compliance services to complex organizations while viewing the tax consequences of any planning activity from an international tax perspective. He has broad experience in assisting numerous clients with international tax compliance, ASC 740 implementation and review, mergers and acquisitions, foreign business investments, offshore profits planning, transfer pricing and other tax strategies.

“Travis has demonstrated remarkable leadership and expertise in advising clients on complex ASC 740, mergers and acquisitions, corporate restructuring and other domestic and international tax planning matters throughout his career,” says tax practice leader and co-founder David Sharkey. “Our clients are relying on well-seasoned experts to help them navigate complex compliance and accounting regulation changes throughout 2017 and beyond as the tax landscape around the world continues to evolve. Travis will be instrumental in accelerating the growth of our services, particularly to our international corporate clients.”

Weaver Admits Seven Professionals to Partner

Fort Worth, Texas-based Weaver (FY17 net revenue of $115.2 million) admitted seven professionals to partner.

“Each of them has demonstrated outstanding dedication, expertise and leadership during their time with the firm. They will continue to deliver exceptional service to our clients. We look forward to seeing their continued growth and leadership in their service lines and locations as they take on their new roles as partners,” says John Mackel III, Weaver’s MP and CEO.

Cory Bunyard – tax and strategic business services, Houston
Bunyard joined Weaver in 2007 and has more than a decade of experience managing tax compliance and consulting services for corporations, S corporations, trusts and estates, partnerships and high-net-worth individuals. He works primarily with clients in the construction, manufacturing, real estate and service industries.

Dan Graves – risk advisory services, Austin, Texas
Graves joined Weaver in 2007 and has more than 10 years of internal control process and IT risk management experience. He provides internal audit, internal control consulting, risk management, fraud prevention, business management, process improvement and technology consulting services for public sector, private sector and publicly held organizations. He regularly works with state agencies, institutions of higher education and multi-national public companies.

Shelby Lackey – assurance services, Conroe, Texas
Lackey has nearly 20 years of experience in public accounting and plays a key role in providing audit services to clients in the public sector industry. She manages complex audits, including those with single audits over federal funds.

Reema Parappilly – IT advisory services, Houston
Joining Weaver in 2008, Parappilly has more than 10 years of experience delivering IT advisory services to public and private sector entities. As a core member of the firm’s IT advisory practice, she concentrates on IT audits, Sarbanes-Oxley compliance, System and Organization Control (SOC) reporting, internal control/process-focused IT consulting and data analytics.

Aracely Rios – assurance services, Dallas
Rios joined Weaver in 2002 and has 15 years of experience in public accounting. She plans and supervises numerous types of employee benefits plan audits, including defined contribution, such as savings, employee stock ownership plans, and 401k/403b plans; defined benefits plans and master trust investment accounts, which include auditing and verifying valuations of alternative investments.

Jon Roberts – tax and strategic business services, Houston
Roberts joined Weaver in 2013 and focuses on federal and state taxation of partnerships, corporations, S corporations and limited liability companies. His industry focus is primarily on oil and gas exploration, production and service companies. He provides tax planning for businesses and individual clients, as well as closely held family groups.

Sarah Roberts – assurance services, Houston
Roberts joined Weaver in 2008 and has 10 years of experience in public accounting. She focuses on financial and compliance audits, as well as attestation engagements for clients in the financial services, public sector and renewable energy industries.