AICPA, CPA Practice Advisor Announce 2019 Most Powerful Women

The American Institute of CPAs and CPA Practice Advisor have recognized 25 leaders in the accounting profession with the 2019 Most Powerful Women in Accounting Award.

These women represent a broad spectrum of roles and perspectives within the profession, including executives from Top 100 CPA firms and Fortune 500 companies, small to midsize firm partners, state society leaders and consultants. In addition, members of CPA Canada were eligible for recognition for the first time.

The awards were created by CPA Practice Advisor and are jointly administered by the AICPA. The recognition came during the AICPA ENGAGE conference in Las Vegas June 12.

“This recognition of women leaders in the accounting profession shines a bright light on the role models and the inspiration needed by women finding their way in the profession and those who are considering accounting as a career,” says editor-in-chief Gail Perry.

A group of independent judges selected the award recipients, using the following criteria:

  • Demonstrates she is a driving force in creating a culture of innovation or excellence within her organization or helped, as a vendor, to develop technologies that empower firms to be more productive and profitable
  • Reached a level of management and ownership within her company, with demonstrable impact on its success
  • Actively mentors those following in her footsteps

“We received substantially more nominations in 2019 than a year ago and it was a strong group of women,” says Jacquelyn H. Tracy, chair of the AICPA Women’s Initiatives Committee (WIEC). “Asking our judges to choose among a fabulous nominee pool is a good problem to have as we start to see more women leaders rising in our profession.”

The 2019 winners are:

  • Tommye Barie, senior consulting shareholder, Succession Institute, LLC
  • Samantha Bowling, partner with Garbelman Winslow, CPAs
  • Danielle Supkis Cheek, director of entrepreneurial advisory services, PKF Texas
  • Susan Coffey, executive vice president of public practice, Association of International Certified Professional Accountants
  • Lynne Doughtie, U.S. chairman and CEO, KPMG
  • Sarah Elliott, principal and co-founder, Intend2Lead, LLC
  • Kimberly Ellison-Taylor, global strategy leader for the cloud business group, Oracle
  • Cathy Engelbert, retired CEO of Deloitte US and incoming commissioner of WNBA
  • Tracey Golden, AICPA vice chair and an audit partner with Deloitte
  • Kelly Grier, U.S. chairman and managing partner and Americas managing partner, EY
  • Kacee Johnson, strategic advisor, CPA.com, and founder, Blue Ocean Principles
  • Elizabeth Pittelkow Kittner, controller, Litera Microsystems
  • Samantha Mansfield, director of professional development and community, CPA.com
  • Gail Perry, editor-in-chief, CPA Practice Advisor
  • Amy Pitter, president and CEO, Massachusetts Society of CPAs
  • Natasha Schamberger, president and CEO, Kansas Society of CPAs
  • Lindsay Stevenson, founder and CEO, Origin Evolution, LLC
  • Joy Thomas, president and CEO, CPA Canada
  • Michelle Loyd Thompson, CEO and firm managing partner, Cherry Bekaert LLP
  • Jacquelyn Tracy, partner, Mandel & Tracy, LLC
  • Amy Vetter, creator, The B3 Method Institute
  • Jennifer Warawa, executive vice president of partners, accountants and alliances, Sage
  • Sandra Wiley, president, Boomer Consulting, Inc.
  • Jennifer Wilson, co-founder and partner, ConvergenceCoaching, LLC
  • Candace Wright, director, accounting and assurance services group, Postlethwaite & Netterville

More news from AICPA

Baker Tilly Expands Philadelphia Life Sciences and Technology Practices with New Partner

Immanuel John K.

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) announces that Immanuel John K. has joined the firm and was admitted as a partner in the Philadelphia commercial practice. He will focus on the firm’s growing life sciences and technology industries.

John K. has more than 30 years of experience advising and auditing private and public companies in the following industries: technology, life sciences, professional services, medical devices, telecommunications, manufacturing and distribution. His experience includes advising and assisting clients in the IPO process and in secondary offerings.

“Immanuel’s experience as an advisor, auditor, thought leader and community advocate will greatly contribute to the growth and success of our firm in the Philadelphia market,” says Fred Massanova, Philadelphia MP and commercial practice leader.

John K. has authored many articles, frequently speaks at industry events and serves as the treasurer of the Philadelphia-Israel Chamber of Commerce.

In his previous position at a multinational accounting and consulting firm, John K. led the technology and life sciences industry practice in Philadelphia and the Northeast U.S. for several years. He also served as that firm’s national leader of the software and life sciences industry segments, advising companies on various business issues.

More news from Baker Tilly

New Jersey Society of CPAs Names Deloitte’s Kyle Sell President

Kyle Sell

The New Jersey Society of Certified Public Accountants (NJCPA) has named Kyle Sell, audit and assurance partner at Deloitte & Touche LLP in Parsippany, N.J., president for the 2019/2020 term.

Since joining the NJCPA in 2004, Sell has served on numerous committees and interest groups. From interviewing NJCPA scholarship candidates interested in the accounting profession to teaching at his alma mater, Lafayette College, he knows first-hand how to inform the next generation about the benefits of becoming a CPA. As president, he will focus on engaging more young professionals as well as work to ensure the accounting field remains open and diverse to all.

“Taking on the role of president seems to be a natural fit for Kyle, whose dedication to the next generation and to furthering the profession are truly commendable,” says Ralph Albert Thomas, executive director at the NJCPA. He succeeds Sarah Krom, MP of SKC & Co. CPAs, in Boonton Township, N.J., who served as president for the 2018/2019 year.

More news from the New Jersey Society of Certified Public Accountants

Wipfli Announces Changing Roles for Leaders

Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million) has announced several changes to its leadership team, which became effective on June 1.

Seven of the firm’s senior partners are taking on expanded leadership roles as Wipfli welcomes Kurt Gresens as its new MP and 12 new partners from within the firm’s ranks. These changes are a result of Wipfli’s continued growth and its focus on preparing the firm for the future.

Partners with new roles are:

Kelly Arduino — Health Care Industry Leader 

Arduino has over 18 years of experience in health care, with an emphasis in health care finance and strategy. She functions as a business advisor and facilitator for her clients and is often the liaison between and among health care organizations as they develop “partnerships” or other joint planning efforts.

Stephanie Cavadeas – Audit and Accounting Quality Control Partner

Cavadeas has more than 16 years of experience working in the nonprofit and governmental practice group overseeing audits of grant-funded nonprofits, community-based organizations, and associations/membership organizations. For the past several years, she has been in charge of Wipfli’s internal inspection program and has been highly involved with our triannual outside peer review.

Kelly Fisher — Practice Partner

Fisher has more than 17 years of public accounting experience in manufacturing, technology, professional services and international operations, including experience with a Big 4 accounting firm. Most recently, she focused on leadership and management of the firm’s tax practice. In her new role, innovation and strategic transformation will be a primary focus.

Ken Kortas — Business Solutions Group Leader 

Kortas has more than 25 years of management and information technology consulting experience. He is a specialist in identifying business requirements and defining and implementing management plans. Business processes, organizational designs and information technology strategies are integral parts of his skill set.

Scott Nelson — Audit and Accounting Leader 

Nelson has more than 30 years of experience serving clients in the manufacturing, wholesale, broadcasting, relocation and service industries. As a client relationship executive, he focuses on gaining an understanding of the client’s goals and managing Wipfli’s client service team to assist in achieving those goals.

Scott Schumacher — Tax Practice Leader

Schumacher has more than 20 years of experience working with businesses to claim and substantiate a tax incentive for research and development activities. In addition, he works with closely held and family-owned businesses in the manufacturing and distribution sectors, providing them and their ownership group with tax compliance and planning services.

Dan Szidon — Core Services Leader 

Szidon has nearly 30 years of professional experience at Wipfli, working in audit and accounting services, as well as consulting on various business issues. More recently, he has focused the practice on providing financial and consulting services and firmwide management.

More news from Wipfli

Michael Leigh Joins Grassi & Co. to Lead Cyber and Information Security Practice

Michael Leigh

New York-based Grassi & Co. (FY17 net revenue of $60.8 million) has hired Michael Leigh, a nationally recognized cyber and information security expert, to lead the firm’s practice.

By bridging the gap between the executives and practitioners of an organization, Leigh addresses cyber risk by focusing on empowering his clients to approach their security strategy from a business standpoint, not just a technical one – making him a valuable asset to the businesses and organizations the firm services.

He has held the position of global head of digital forensics and incident response for NCC Group, an international security consulting firm; and has held senior leadership positions in information security for major technology providers, including Cisco Systems and Oracle Corporation.

Services include incident response, analyzing and remediating cyber security incidents; penetration resting, assessing an organization’s security posture by simulating threat-actor actions; and virtual chief information security officer (VCISO), which act as an organization’s senior security management by defining the security strategy and converting that strategy into action. The team designs programs that are tailored to clients’ needs.

“By bringing someone with Michael’s expertise to the firm, we are able to save our clients from security risks that could have a catastrophic impact on their financials, their reputations and those of the clients they serve,” says CEO Louis C. Grassi. “With data being the core of nearly every business decision made today, this role is one of the most vital as we help navigate our clients in the direction of success they desire.”

Leigh says he is able to identify risks that are most important to clients’ businesses and build protections around these assets. “My approach results in saving the client precious time, effort and money – not to mention many sleepless nights and headaches.”

More news from Grassi & Co.

Canada’s MNP Acquires Technology Firm

Calgary, Alberta-based MNP has acquired Mantralogix, a technology firm that will merge with MNP on July 1.

Kerry Mann, president and CEO, and COO Jess Mann will be made new partners and bring a staff of 20 experts to MNP. Mantralogix is located in Mississauga, a suburb of Toronto.

Sean Murphy, MNP’s regional MP of consulting for eastern Canada, says, “Merging in Mantralogix, a full-service business management software solutions company and IT consulting firm, will allow us to build on our existing strengths and offer new solutions, particularly in the area of cloud and on-premise enterprise resource planning (ERP) solutions, in order to bring even greater value for our clients.”

According to the Canadian Accountant, the move is part of a trend of national accounting firms providing ERP software solutions and IT consulting. All Big 4 firms have partnerships with software businesses: PwC with SAP, Deloitte with Oracle and SAP, KMPG with Oracle, Microsoft and IBM, and EY with IBM, Microsoft and SAP.

MNP says Mantralogix’s partnership with the Acumatica and Sage enables them to build, support and maintain successful IT solutions.

“In this dynamic environment the needs of Canadian companies are always evolving, so we are constantly working with our clients to better understand how we can best support them,” says Jeremy Cole, executive vice president for MNP’s Ontario, Quebec and Atlantic region. “MNP has a strong presence serving diverse clients right across the country and we are committed to helping more businesses reach their full potential.”

Kerry Mann says the union will add more specialized services and a broader range of industry expertise and experiences to clients.

“We are always looking at new ways to help our clients achieve their goals. That starts with having the ability to look at a business from every angle to make sure we understand the challenges and opportunities they face and how we can truly help to bring value to the relationship,” says Mann. “This merger is a great example of how two firms can come together to enhance each other’s service offerings and give our clients the edge they need to stay competitive and grow for the future.”

The Mantralogix team plans to move into MNP’s Mississauga office in the future. MNP has more than 4,500 employees in more than 75 locations.

More news from MNP

Prager Metis Names New OMP in New York

Stuart Mayer

New York-based Prager Metis CPAs (FY18 net revenue of $98.2 million) announces that partner Stuart Mayer has been named OMP in the New York office.

His key responsibilities include growth, profitability, management and leadership, and  organization and personnel. He will also continue to lead the firm’s private companies group from the Manhattan office.

“This achievement is a testament to Stuart’s professional growth and dedication to the success of the firm,” says Lori Roth, MP of the Northeast region of Prager Metis. “We are excited to see him excel in this role and I am certain his leadership will allow for continued success and growth in our New York office.”

Mayer focuses his practice on new business and client development in a variety of industries including fashion, online media and interactive services companies. He also works extensively with the real estate industry, including CIRAs, developers, management companies and rental companies.

He has been featured as “Executive of the Month” by New York Real Estate Journal, and was selected as a “Top 40 Under 40” by Long Island Business News.

More news from Prager Metis

 

Wipfli Admits 11 New Partners

Milwaukee-based Wipfli LLP (FY18 net revenue of $317.9 million) announced the continued growth of the firm with the promotion of 11 new partners effective June 1.

The newly promoted partners are based in the firm’s various offices across Colorado, Illinois, Minnesota, Montana and Wisconsin.

“We are very pleased to welcome this diverse group of partners to Wipfli’s partnership. They embrace the firm’s core values and the outward mindset and will play a key part in helping us create a lasting, positive impact,” says Kurt Gresens, MP.

The firm’s new partners include:

  • Jaili Fajardo
  • Brian Gaumont
  • Casey Kretz
  • Chris Lockhart
  • Anita Mahamed
  • Kevin Scully
  • Nick Smith
  • Dana Springer
  • Ryan Swiderski
  • Michelle Swoboda
  • Mike Vaccarella

Wipfli’s 2019 partner class joins amid continued growth for the firm, which has also announced a new managing partner.

More news from Wipfli

Baker Tilly Admits 20 New Partners

Chicago-based Baker Tilly (FY18 net revenue of $578.4 million) admitted 20 new partners specializing in a variety of industries and services across the firm, effective June 1.

“Each of our new partners is a role model who demonstrates leadership and superior technical knowledge in their area of specialization,” says Baker Tilly CEO Alan Whitman. “We are proud of these new partners and look forward to them helping us become the advisory CPA firm of the future.”

Baker Tilly’s newest partners are:

  • Yunis Altahami, Assurance – Manufacturing and Distribution (Southfield, Mich.)
  • Carol Bolles, Assurance – Financial Services (Minneapolis)
  • Kevin Brandt, Consulting – Business Information Systems (Washington, D.C.)
  • Jeremy Chapman, Assurance – Commercial (Philadelphia)
  • Ashley Deihr, Consulting – Risk, Internal Audit and Cybersecurity (Washington, D.C.)
  • Brigid Elliott-Boger, Tax – Baker Tilly Advantage (Madison, Wis.)
  • Jennifer Finger, Assurance – Manufacturing and Distribution (Chicago and Houston)
  • Paul Frantz, Assurance – State and Local Government (Milwaukee)
  • Shanté George, Consulting – Forensic, Litigation and Valuation Services (New York)
  • Patrick Heavens, Assurance – Health care (Philadelphia)
  • Andrea Jansen, Assurance – State and Local Government (Madison)
  • Zachary Keenan, Assurance – Manufacturing and Distribution (Allentown, Pa.)
  • Amanda Klein, Consulting – Enterprise Transformation Services (Milwaukee)
  • Joseph McCaffrey, Consulting – Government Contractor Advisory Services (Washington, D.C.)
  • Tracey Nguyen, Consulting – Transactions (Philadelphia)
  • John Romano, Consulting – Risk, Internal Audit and Cybersecurity – Financial Services (Philadelphia)
  • Donna Scaffidi, Tax – Specialty Tax (Milwaukee)
  • Christopher Schmidt, Assurance – Commercial (Appleton, Wis.)
  • Renee Schwartz, Tax – Construction and Real Estate (Minneapolis)
  • Mallory Thomas, Consulting – Risk, Internal Audit and Cybersecurity (Minneapolis)

More news from Baker Tilly

LBMC Admits Seven New Shareholders

Brentwood, Tenn.-based LBMC (FY18 net revenue of $104.3 million) announced leadership appointments to accommodate company growth in areas dedicated to serving a variety of middle market and health care client needs. LBMC has named seven new shareholders, the largest new shareholder class in the firm’s more than 30-year history.

“I am pleased to welcome seven new shareholders to the LBMC family and congratulate them on their outstanding achievements,” says Jeff Drummonds, CEO of LBMC. “These exceptional leaders represent the largest new shareholder class in the history of our firm. This milestone is indicative not only of our significant growth, but also our commitment to providing opportunities to leaders that exemplify our shared vision to make LBMC the best choice for clients and colleagues. I look forward to seeing them lead the way as we continue to expand our national reach while maintaining our high level of client service delivery.”

The promotions include experts from seven different practice areas: health care and private equity tax services, wealth advisory, transaction advisory, valuation and litigation, health care valuation, information security and assurance. The new shareholders include three leaders in the firm’s Knoxville, Tenn., office and four in the Brentwood office.

Ben Carver specializes in the health care and health care IT industries with an emphasis on private equity and venture capital backed companies. Carver assists clients with a variety of tax issues including tax compliance, tax accounting assistance, financial statement reporting, multi-state tax planning and merger integration.

Bill Dean is the East Tennessee market lead for Information Security. He is responsible for incident response, digital forensics, electronic discovery and litigation support for the Information Security Services division.

Andy Lowe serves as the Knoxville Market Leader and head of the Valuation & Litigation Support Services group in the firm’s Knoxville office. Lowe performs valuation engagements of closely held businesses and business interests for gift, estate and income tax planning and financial reporting, intangible asset valuations including business combinations and goodwill impairment testing. He also provides litigation support services for family law and commercial litigation, as well as merger and acquisition and business transition services.

April Mitchell advises high wealth individuals and families, trusts and estates on complex tax matters. Her experience includes coordinating tax services to closely held businesses in various industries as well as consulting in areas including wealth transfer, real estate holdings, investment partnerships, foreign investment reporting and private foundations.

Jayme Parmakian works with private-equity backed and closely held companies in the health care industry. In addition to tax compliance and consulting work, Parmakian coordinates tax services for the firm’s transaction advisory group working on both buy and sell side diligence and structuring.

Katie Tarr specializes in Compensation Valuation (CV) services including assisting health care organizations in determining the fair market value of physician compensation arrangements. Tarr also has experience in the valuation of physician practices and other types of health care service arrangements, as well as due diligence and clinician compensation consulting.

Andrew Usery manages assurance engagements for family owned, private-equity backed and other closely held entities. His industry experience includes manufacturing, distribution, foreign-owned, services, construction and broker-dealers. He also serves retail companies and FINRA-regulated broker-dealer clients. He is a firm leader in the use of data mining and analytics.

More news from LBMC