Schenck Investment Solutions Welcome Fenlon and Isaacson

Mark Fenlon

Mark Fenlon

Appleton, Wis.-based Schenck SC (FY16 net revenue of $80.5 million) named Mark Fenlon president and CEO and Dave Isaacson chief investment officer of Schenck Investment Solutions, a subsidiary of Schenck.

Fenlon succeeds Tom Vonck, investment advisory practice leader, as he nears his anticipated retirement, and will work closely with Vonck to transition leadership of Schenck Investment Services through June 2018. As leader of Schenck Investment Solutions, Fenlon will provide strategic direction for the team as they work closely with Schenck’s retirement planning, estate and wealth succession, and private tax professionals to provide clients with an integrated approach to their financial security needs.

“The ability to coordinate a client’s accounting and tax needs with their investments to create a more complete financial solution is powerful,” says Fenlon. “This practice could benefit the client in realizing their goals and objectives.”

Dave Isaacson

Dave Isaacson

As CIO of Schenck Investment Solutions, Isaacson will drive the investment performance delivery model and then communicate the investment results and economic trends to business partners and clients. He is responsible for managing the firm’s investment management platforms and portfolios, including review of capital market expectations and strategy, manager selection and monitoring, and portfolio construction.

“Dave brings incredible expertise and a proven track record of success,” says Fenlon. “With his addition, we’re supplementing an already effective team to provide clients more robust services through our integrated wealth advisory model.”

Fenlon has more than 35 years of experience, and Isaacson more than 25 years of experience, delivering investment advisory services to a wide variety of clients, as well as years of executive management experience guiding financial advisory teams. Prior to joining Schenck, Fenlon served as senior vice president, national sales manager at Johnson Financial Group in Wisconsin and Arizona. Isaacson served as senior portfolio manager and director of complements strategy at Johnson Financial Group in Racine, Wis.

Brown Smith Wallace Names Foster as Director of Practice Growth

Cheryl Foster

Cheryl Foster

St. Louis-based Brown Smith Wallace (FY16 net revenue of $43.2 million) named Cheryl Foster as director of practice growth, formerly marketing and business development. She has been with the firm for seven years.

In this role, Foster will lead the practice growth team in developing and implementing the firm’s integrated marketing and business development strategies to drive revenue growth and enhance the reputation of the firm. She played an integral role in the launch of the Brown Smith Wallace startup industry group, as well as the client growth committee.

Prior to joining Smith Brown Wallace, Foster held marketing roles at Build-A-Bear Workshop, start-up toy retailer RIDEMAKERZ and GroupM Search, formerly the search marketing specialist division of GroupM – a WPP company.

She has a marketing background that includes branding, marketing communications, website development, direct marking, creative development and business development. She has created marketing promotions in addition to planning and managing celebrity events.

Brock Schechter and Polakoff Welcomes Majchrowicz as Director

Kevin Majchrowicz

Kevin Majchrowicz

Brock Schechter and Polakoff (FY16 net revenue of $6 million) of Buffalo, N.Y., promoted Kevin Majchrowicz to director of audit and accounting.

Majchrowicz has more than 15 years of experience in public accounting and has worked with BS&P for 13 years. He specializes in audit and accounting work, including the performance of audits, reviews, compilations, internal control attestations of service organizations and business valuations. He has experience dealing with contractors, collection agencies, real estate developers, manufacturers, restaurants and employee benefit plans.

For 45 years, Brock Schechter & Polakoff has provided services including accounting, auditing, taxation, wealth management, business and human resource consulting.

Moss Adams Welcomes New Leadership

Jim Brendel

Jim Brendel

Seattle-based Moss Adams (FY16 net revenue of $527 million) welcomed two new national practice leaders, a regional MP and admitted three partners.

“Our growth, both current and future, is strongly tied to the exceptional leaders we have here at Moss Adams,” says Chris Schmidt, chairman and CEO. “We’re very fortunate to have a strong leadership team that focuses on anticipating and resolving client needs. It makes me very optimistic about our continued growth and success.”

Following the combination with Hein & Associates, Jim Brendel was named the regional MP of the central region which includes Colorado, Texas, New Mexico and Kansas. Brendel served as Hein & Associates’ MP prior to the combination and has more than 35 years of experience in public accounting.

Joe Blice is the leader of the new energy practice. An assurance partner, Blice also joined Moss Adams as part of the Hein & Associates combination. He has significant experience with SEC disclosures and reporting requirements, specializing in oil and gas activity and foreign currency translation.

Kelvin Tetz was named the leader of the real estate and hospitality practice. Tetz has been with Moss Adams for nearly 20 years and provides audit and advisory services to real estate and hospitality clients.

Bill Gaskins was admitted as a partner in the Denver office. Gaskins has practiced public accounting since 2005, providing audit, accounting and review services to public and private companies in the energy industry – including exploration and production, midstream and oilfield services – and manufacturing and distribution.

Jessica Monford was admitted as a partner in the Houston office. Monford has practiced public accounting since 2005, providing audit and consulting services to public and private companies in the oil and gas upstream, oilfield service, petrochemical and manufacturing and distribution industries.

Glenn Walsh has joined the firm as a state and local tax partner. Walsh has practiced public accounting for 25 years and assists clients with numerous state and local tax matters, including tax implications related to restructuring, mergers and acquisitions.

Mapp Awarded ’40 Under 40′ Distinction

Crystal Mapp

Crystal Mapp

Crystal Mapp, marketing director at Springfield, Mo.-based KPM CPAs & Advisors (FY17 net revenue of $15.7 million) has been named a Springfield Business Journal ’40 Under 40’ honoree. Since its debut in 1999, the awards program continues to honor individuals under the age of 40 for their professional and community accomplishments.

“Crystal has been instrumental in helping KPM grow and gain national recognition for being a top tier accounting firm. This would not have been possible without her initiatives including rebranding, strategic PR placement, an increased online and social presence, and the many local and national awards the firm has received,” says KPM shareholder Barb Houser.

“In addition, Crystal has been instrumental in establishing an increased culture of giving within KPM. Two and a half years ago, she developed KPM CARES (community action requires engaged societies), a program to increase awareness, promote volunteerism and allocate funding to non‐profits here in our community. She is a strategic thinker with the ability to see the big picture and maximize each step of a marketing plan, and this has been a huge advantage for our firm,” says Houser.

EisnerAmper Expands Tax Group Leadership

Michael Laveman

Michael Laveman

New York-based EisnerAmper (FY17 net revenue of $352.6 million) named Michael Laveman as co-head of the firm’s tax practice. He will join Jeffrey Kelson and both will continue to focus on service quality, growth, technology transformation, expansion of service offerings and tax staff professional development.

Laveman will also be the tax practice leader for New York, managing the New York corporate tax practice and handling recruiting, training and establishing policies and procedures for financial services taxation. He has also worked on the firm’s private equity initiative and led its Dallas expansion.

“Firm growth and advances in technology, together with increasing tax regulations and tax reform, are rapidly changing the way we need to service clients,” says Christopher Loiacono, MP of services. “Having Jeff and Mike spearhead our tax group best positions us to continue as a national leader in tax services for years to come.”

AICPA Appoints Chair of Certified in Financial Forensics Credential Committee

Jeffrey Buchakjian

Jeffrey Buchakjian

AICPA appointed Jeffrey Buchakjian chair of the certified in financial forensics (CFF) credential committee. Buchakjian is a partner and forensic accounting specialist in the financial advisory services group of New York-based EisnerAmper (FY17 net revenue of $352.6 million).

The CFF credential committee plays a role in promoting the growth of financial forensics services by raising the level of awareness of the CPA and CFF credential, as well as the CPA’s role in financial forensics. In addition, the committee works to develop and maintain qualification requirements for credential applicants, develops initiatives to recruit and retain credential holders, and serves as technical advisors to the AICPA regarding educational offerings for potential credential holders.

Buchakjian specializes in providing litigation consulting and forensic accounting services to attorneys, public and private corporations, and governmental agencies. He provides consulting and investigation services on matters involving financial fraud, commercial litigation and disputes, insurance claims and asset tracing. Buchakjian is frequently asked to conduct seminars, and continuing professional and legal education programs in the areas of forensic accounting and fraud.

“The CFF is a highly recognized and well-respected credential in the field of forensic accounting,” says Buchakjian. “I look forward to working with my fellow committee members across the country to continue to develop thought leadership and increase awareness of our growing profession.”

Lumsden & McCormick Admits Two Partners

Jill Johnson

Jill Johnson

Lumsden & McCormick (FY16 net revenue of $16 million) of Buffalo, N.Y., admitted Jill Johnson and Brian Kern partners, effective Jan. 1.

Johnson, who has been with the firm since 2002, works in the assurance division with a focus on audit and information technology controls serving health care institutions, nonprofit organizations, and health and human service agencies.

Brian Kern

Brian Kern

Kern joined the firm in 2006. He is a commercial tax expert, focusing on structuring tax strategies, high-net-worth individuals, privately owned commercial businesses, manufacturing and real estate.

Grant Thornton International Welcomes Ramey to Global Leadership Team

Jason Ramey

Jason Ramey

Jason Ramey will join the global leadership team at Grant Thornton International Ltd. (GTIL), serving as global leader for service lines and industries. He will report to GTIL’s chief executive, Peter Bodin.

Ramey will drive deeper consistency, alignment and collaboration across all service lines including audit, tax and advisory across the global network of member firms. He will also guide global teams to expand capabilities in strategic markets.

“Technology and automation are transforming our clients’ needs, not to mention their expectations,” says Ramey. “I look forward to helping the Grant Thornton network better serve our global clients through new initiatives and services grounded in collaboration and innovation.”

Ramey previously served as the national MP of international client services for Chicago-based Grant Thornton (FY16 net revenue of $1.7 billion).

He joined Grant Thornton U.S. as a partner in 2007 and served in several leadership roles, including international business center director and senior adviser while on assignment in China. He returned to the U.S. in 2011 and served as national MP of international client services, where he was responsible for driving U.S. strategy implementation for global initiatives and development of international business. In this role, he chaired GTIL’s international business center steering committee and also served as partner sponsor for the firm’s global mobility program. Ramey has also led efforts to launch the firm’s Japan, China, India, and Latin American business groups in the U.S.

CS&L CPAs Admits Messal as Principal

Jennifer Messal

Jennifer Messal

Bradenton, Fla.-based CS&L CPAs (FY16 net revenue of $7.8 million) admitted Jennifer Messal as principal.

Messal provides full service tax consulting and compliance, specializing in federal taxation. With more than 15 years of experience, she has experience working with family businesses spanning multiple generations placing importance on estate and succession planning. She focuses her talents on delivering personalized service in valued relationships as a trusted advisor.

“Jennifer has been a key player in driving the growth of our tax practice and we value her exceptional contributions to the firm,” says Bob Stanell, managing principal of CS&L CPAs.