Baker Tilly Senior Manager Recognized as a Forty Under 40 Honoree

Zachary Keenan

Zachary Keenan

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522.3 million) announces that senior manager Zachary Keenan has been selected as one of the 2017 Lehigh Valley Business’s Forty Under 40 honorees.

The awards program celebrates 40 of the Greater Lehigh Valley’s most accomplished young professionals who have been making headlines in their field and share a commitment to business growth, professional excellence and the local community.

“Zack’s professionalism, enthusiasm and passion for serving Baker Tilly’s clients, the firm and our community make him an exemplary recipient for the Forty Under 40 recognition,” David Zinkler, Lehigh Valley office partner, says. “

As a senior manager at Baker Tilly, Keenan specializes in serving manufacturing and distribution and financial institution industry clients with an emphasis on accounting and assurance services.

Aprio Announces New Leader for CEO Tools

Jim Canfield

Jim Canfield

Atlanta-based Aprio (FY15 net revenue of $73.5 million) announces Jim Canfield as the new leader for CEO Tools.

Aprio, formerly Habif Arogeti & Wynne, says CEO Tools offers easy-to-use management tools and assessments that provide business leaders with greater insights into the financial mechanics of their business and how to improve operational performance and profitability.

CEO Tools by Aprio is based on the work of Kraig Kramers, a nationally known speaker and business consultant. In 2001, Kraig authored CEO Tools: The Nuts-n-Bolts of Business for Every Manager’s Success; Aprio acquired the intellectual property of CEO Tools in 2015.

Throughout his career, Canfield has focused on empowering CEOs and senior leaders to improve their businesses and their leadership skills through leadership development, executive coaching, business mentoring and peer-to-peer sharing. Under his leadership, CEO Tools will expand its offerings to include a modernization of the CEO Tools book, originally written by Kramers, expanded online tools, executive leadership coaching, and speeches and presentations on critical topics for growing businesses.

“CEO Tools by Aprio is another example of how we strive to bring value to our clients beyond traditional tax and accounting services,” says Richard Kopelman, CEO and MP.

Little Joins Partnership at Marks Paneth

New York-based Marks Paneth (FY15 net revenue of $111 million) has announced that Donald Little has been admitted to the partnership in the firm’s advisory services group.

“Donald’s expertise in the areas of international trade disputes and remediation, including anti-dumping and subsidy proceedings, brings significant value to our clients in Washington, D.C., and across the region,” says PIC Steven Henning.

With more than 20 years of experience in international trade, Little has participated extensively in antidumping and countervailing duty cases before the U.S. Department of Commerce, The Ministry of Commerce in the People’s Republic of China, the Mexican Secretaria de Economia, the Canadian Border Services Agency, the International Trade Administration Commission of Southern African Customs Union, and the Directorate General of Anti-Dumping & Allied Duties of India.

Prior to joining Marks Paneth, Little served as a senior manager with ITR, a Washington, D.C.-based consulting firm that combined with Marks Paneth in October 2014. In addition, he previously served the U.S. Department of Commerce’s International Trade Administration as a senior accountant.

HLB International Welcomes New CEO

Marco Donzelli

Marco Donzelli

HLB International, a global accountancy network with presence in 140 countries, has announced that Marco Donzelli has been appointed CEO.

Donzelli, previously COO, is leading the network’s mission to ensure that HLB International cements its position as a global player in the industry.

Donzelli joined HLB International in February 2012 as head of strategic network development and then moved to the position of COO in August 2015. During that time, he has diligently helped grow the network’s cross-border business, and drove HLB International’s growth rate.

David Stene, HLB International chairman, says, “We are delighted to have Marco in place as our CEO. His efforts have led to the significant growth of the network and he is well respected by members and clients alike. He has a great vision for the network and is dedicated to ensuring the future success of HLB International.”

Donzelli’s career has focused on leading business development projects, entrepreneurial initiatives, business transformation and change management programs. He started his career in Italy, where after a brief period with Deloitte, he moved to Deutsche Bank, where he spent over six years in both commercial and internal consultancy roles before moving to the U.K. There, he set up a food-tech business and then joined MagicSolver, a top U.K. mobile innovator.

Donzelli says, “I am excited to be taking up my new position and delivering on our mission to help support our member firms and their clients leverage business advantages that will result in growth.”

Peric Appointed to Illinois Department of Revenue Group

Gary Peric

Gary Peric

Chicago-based Baker Tilly Virchow Krause (FY16 net revenue of $522.3 million) announces that partner Gary Peric has been appointed by Illinois Department of Revenue (IDOR) Director Constance Beard to serve on the director’s advisory group. The group comprises state tax practitioners willing to devote time to advise the director on issues faced by the IDOR and the state of Illinois.

“This is a great opportunity for Baker Tilly to give back to the business community by advising in a nonpartisan manner on significant tax changes,” Peric says.

Peric leads Baker Tilly’s state and local tax (SALT) practice. Baker Tilly’s SALT professionals offer specialized expertise that helps businesses and individuals understand and comply with increasingly complex state and local tax and unclaimed property requirements.

REDW Welcomes Jacobson as Principal

Michael Jacobson

Michael Jacobson

Albuquerque, N.M.-based REDW (FY15 net revenue of $26.9 million) has announced the addition of Michael Jacobson as a principal in the firm’s Phoenix office. Jacobson brings nearly two decades of experience serving commercial clients in the Phoenix market.

“The addition of Michael to our team is both timely and exciting,” says Managing Principal Steve Cogan. “Strategic hires and firm/practice acquisitions are key components of our firm’s overall strategy for achieving manageable, steady revenue growth and increasing profitability. Michael’s primary role will be to help expand our commercial audit, tax and advisory services practice, further develop our capabilities firm-wide, and demonstrate our commitment to serving the growing needs of our construction and real estate clients.”

Jacobson’s career includes 18 years working with national accounting firms such as Deloitte and Moss Adams. He joins REDW after serving as a senior vice president and chief accounting officer of a Scottsdale, Ariz.-based real estate investment trust, where he built their financial reporting department and was a key contributor to the company’s growth from $400 million to a $1.7 billion in real estate assets over a three-year period.

“As I evaluated my options to return to public accounting, REDW immediately stood out in the market as a forward-thinking organization with a clear focus on innovation and client service,” Jacobson says. “REDW has the right mix of values and people to allow me to grow, serve and make a meaningful impact.”

Blue & Co. Welcomes DiFrancesco to the Firm

Julie DiFrancesco

Julie DiFrancesco

Carmel, Ind.-based Blue & Co. (FY15 net revenue of $70.7 million) announces that Julie DiFrancesco joined the firm as a principal on the reimbursement team in the Columbus, Ohio, office April 3.

With more than 26 years of experience in the health care industry, and more than 20 years working specifically in reimbursement, she brings a wealth of knowledge and expertise to the table, the firm says.

Before joining Blue & Co., DiFrancesco served in multiple leadership positions within very large firms. As a principal at Ernst & Young, she led the national wage index team. She has been a national speaker on wage index and taught a Medicare cost report class nationally for the Healthcare Financial Management Association for nine years.

EY Announces New MP for Seattle

Tim Tasker

Tim Tasker

Big 4 firm Ernst & Young (EY) has announced the appointment of Tim Tasker as MP of its Seattle office.

Tasker will be responsible for maintaining high-performing client-serving teams, developing EY’s people, fostering a strong culture of exceptional client service, and furthering strong relationships with community, government and business leaders in Seattle.

Tasker has more than 27 years of experience providing audit services to public and private companies, including extensive experience working with entrepreneurs and multinational growth companies and their leadership teams. He has worked with some of the most recognizable technology and life sciences companies in the Pacific Northwest and around the world, and has led several successful IPOs, mergers and acquisitions and debt financings. Tasker succeeds Dan Smith, who will focus exclusively on the firm’s Seattle-based market-leading technology client before he retires in 2018, after 38 years with the firm.

During his tenure at EY, Tasker also has served as the program director for Entrepreneur Of The Year® in the Pacific Northwest. In addition to his leadership at the firm, Tasker is passionate about helping young people prepare for and succeed in the global market through entrepreneurship education and financial literacy.

“It’s truly an exciting time to take on this role and to lead the firm’s Seattle practice. The entrepreneurial community and the financing environment are flourishing here, and the strength of our technology ecosystem is palpable,” Tasker says.

EY Appoint Two MPs in California

Joe Muscat

Joe Muscat

New York-based Ernst & Young (EY) (FY16 gross revenue of $11.2 billion) has announced the appointments of Joe Muscat to MP of its Redwood Shores, Calif., office and Ibi Krukrubo to MP of its San Jose, Calif., office.

Muscat and Krukrubo will be responsible for maintaining high-performing client-serving teams, developing EY’s people, fostering a strong culture of exceptional client service, and furthering strong relationships with community, government and business leaders in the Silicon Valley.

Muscat succeeds Dianne Glynn, who will resume full-time client service for a growing roster of tech-enabled emerging companies. Muscat, an assurance partner, has been with the firm for nearly three decades and has extensive experience serving innovative and high-growth entrepreneurial clients in the cleantech, life science and technology industries. Muscat has helped some of the world’s most admired brands complete successful high-profile public offerings, collaborations, acquisitions and private placements.

Muscat says, “We have been advising and guiding entrepreneurs in the West for the past five decades, supporting innovators as they grow great ideas into global brands and I’m looking forward to continuing and building on this legacy of exceptional client service.”

Ibi Krukrubo

Ibi Krukrubo

Krukrubo, an assurance partner, succeeds Kailesh Karavadra, who will transition into his new role as the firm’s West Growth Markets Leader, focusing on taking companies public and recognizing the world’s most exceptional entrepreneurs through the Entrepreneur of the Year program. Krukrubo has extensive experience serving market-leading tech clients and is one of the youngest professionals to assume the MP role.

“San Jose is a dynamic place to be right now and we’re fortunate to work with the top innovators and game changers who are driving growth here and around the world,” Krukrubo says.

“Joe and Ibi are exceptional leaders and I am confident that they’ll thrive in their new roles and build on the impressive legacies of their predecessors,” says Kay Matthews, Ernst & Young West Region MP. “Their commitment to building a better working world and deep experience working with high-growth entrepreneurs and leading technology companies will serve our clients and the Silicon Valley community well.”

Muscat and Krukrubo are also deeply committed to creating social impact in their local communities and are involved in numerous organizations.

Montana Society of CPAs Announces New Executive Director

Allen Lloyd Jr.

Allen Lloyd Jr.

The Montana Society of CPAs (MSCPA) announced that Allen Lloyd Jr. will become executive director in June, replacing the retiring Jane Egan, who has led the association since 2000.

Lloyd, an Ohio native, was selected by a search task force and leaders of MSCPA. Lloyd has 13 years of experience working with the accounting profession.

Since 2010, he has held various roles at The Ohio Society of CPAs (OSCPA), the fifth largest state CPA association in the country with 25,000 members. Most recently, as senior manager, board and executive operations, Lloyd has helped manage key initiatives including modernizing the association’s governance structure, developing an assessment process to evaluate and bring new member programs on board while sun-setting others, and planning a series of member town hall events each year in more than 20 cities.

Prior to OSCPA, Lloyd worked for former Columbus, Ohio-based public accounting firm Norman Jones Enlow & Co. as firm administrator.

“The Montana Society of CPAs has a strong history of influence in the accounting profession,” Lloyd said. “I’m excited to join an organization that is focused on the future and on leveraging Montana’s qualify of life to grow the CPA profession in the state and engage members in shaping the accounting profession of the future.”