Reyes Admitted as Partner at Cherry Bekaert

December 9, 2019 by

Luis Reyes

Richmond, Va.-based Cherry Bekaert (FY19 net revenue of $219.7 million) has admitted Luis Reyes as an assurance partner in the Atlanta practice.

Reyes will provide clients with audit, assurance and consulting services. He will serve clients in numerous industries including medical device and technology, professional services, specialty retailers, construction and real estate, health care and pharmaceutical companies.

With nearly 20 years of experience, he has extensive experience providing transaction advisory services to private equity groups, as well as strategic buyers, by performing accounting and financial due diligence in connection with mergers and acquisitions.

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Filed Under: IPA 100, Partnership, People

RoseRyan Vice President David Roberson Named CEO

December 9, 2019 by

David Roberson

RoseRyan of Newark, Calif., announced that David Roberson will lead the firm as CEO on Jan. 1.

Roberson, who led Hitachi Data Systems as CEO, joined the firm last year as vice president. He is also the chief executive of RoseRyan subsidiary Kukuza Associates, which concentrates solely on the cannabis market.

Founder Kathy Ryan will transition from CEO to chair while retaining ownership of the Silicon Valley finance and accounting consulting firm she co-founded 26 years ago.

She will continue to work with clients, and will play a large role in RoseRyan’s strategic planning and investments, and serve as director of Bizinta, a business management software company spun out of RoseRyan.

Says Ryan about the change, “Dave is a strong leader – he’s ready to lead RoseRyan as we reach for the next stage of growth, and he’s the right person to take us there.”

Roberson became vice president after leading RoseRyan’s execution of the transition services agreement in DigiCert’s purchase of Symantec’s web security business, which was RoseRyan’s largest engagement to date.

Roberson says, “We’ll be propelling growth across the firm’s solution areas, and we’re well positioned, given the meaningful culture and brand that Kathy and the team have created and fostered over the years. What continues to impress me about RoseRyan is its clear strengths as well as the can-do attitudes and operational savviness that our consultants bring to every engagement.”

Roberson was a senior vice president at HP and worked at Hitachi for 26 years. He is chairman of the board of Push Technology, a global API management company.

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Filed Under: Leadership, Managing Partner, People

Thomas Blaney to Lead New England Growth for PKF O’Connor Davies

December 9, 2019 by

Thomas Blaney

New York-based PKF O’Connor Davies (FY18 net revenue of $170 million) has appointed partner Thomas Blaney to lead the New England region.

Blaney serves as director of the private foundations practice. He also leads the firm’s governance committee. In his new role, Blaney will be responsible for financial and operational oversight of the firm’s New England offices while leading growth from Stamford, Conn., to Boston.

“As we expand our footprint in New England and build out the services and solutions we offer, we need a leader who can ensure that growth matches our culture and our commitment to next-level client service,” says MP Kevin J. Keane. “Tom’s long career with the firm and his experience in governance and executive leadership make him the perfect choice to oversee this ongoing effort.”

Blaney has more than 35 years of experience specializing in the accounting and tax aspects of exempt organizations and has been with the firm for nearly two decades. In his role as regional head of New England, he will lead cultural and operational partnerships with firms joining PKF O’Connor Davies in the New England area. This will include ensuring efficient transitions and collaboration throughout New England and with all 11 offices.

“I’m proud of the role I’ve played in shaping the direction of the firm as it’s expanded into new geographic areas and service capabilities, and this new position enables me to further focus on advancing the firm’s reach in this important market,” says Blaney.

Blaney is a recognized thought leader and frequent speaker, author and contributor to events and articles related to private foundations and not-for-profit topics. He sits on the boards of several not-for-profits.

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Filed Under: IPA 100, Leadership, People

Smolin Admits Joseph Montero as Partner

December 9, 2019 by

Joseph Montero

Fairfield, N.J.-based Smolin (FY19 net revenue of $19.8 million) announces that Joseph Montero has been admitted as a partner.

Montero’s primary responsibility has been managing audit engagements involving entities of all stages of their business life cycles from start-up entities to multi-million-dollar entities with complex organizational structures. He is knowledgeable in manufacturing, distribution, life sciences, technology, real estate, and the food and beverage industries.

“Joseph’s advancement at the firm is essential to strengthen our practice as he has demonstrated integrity and team spirit along with many other admirable attributes in his everyday work ethic,” says Ted Dudek, MP of Smolin, formerly known as Smolin Lupin & Co. “With his expertise in public accounting and extensive audit background, he proves that he will be a vital member to the success of not only the firm but also of our clients’ businesses.”

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Filed Under: IPA 200, Partnership, People

George Gans Joins KPMG as Partner

December 9, 2019 by

George Gans

George Gans has joined Big 4 firm KPMG and been admitted as a partner in the firm’s business tax services practice.

Gans, who will operate from Pittsburgh, brings to KPMG more than 20 years of diverse experience working with U.S. multinational enterprises in areas such as federal tax, M&A and structuring, accounting methods planning and international tax.

Most recently, he served as the tax MP of Deloitte’s Pittsburgh business unit. His Big 4 background also includes providing business and inbound tax services to multinational corporations and acting as a country tax liaison with France and Israel.

“We’re confident he will be a great source of leadership and experience for our clients and our team in Pittsburgh and throughout Pennsylvania,” says Pete Beale, KPMG’s business tax unit partner for Pennsylvania.

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Filed Under: IPA 100, IPA Insider, Partnership, People

Jackson Thornton Admits Three New Partners

December 9, 2019 by

Montgomery, Ala.-based Jackson Thornton (FY18 net revenue of $29.8 million) announces that Christine Cook, William Sheffield and Eden Thornton have been admitted as the firm’s newest partners.

Cook, who works from the firm’s headquarters office, specializes in taxation of exempt organizations in addition to tax compliance and consulting services for closely held businesses and individuals.

Sheffield, who works in the firm’s Opelika, Ala., office, specializes in tax planning and consulting for individuals and closely held businesses.

Thornton, who also works from the headquarters office, specializes in tax planning and consulting services for closely held businesses and individuals. In addition, she leads the Montgomery office’s client accounting practice.

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Filed Under: IPA 200, Partnership, People

BDO USA Names Kelly Johnson as Board Chair; Four Partners Elected to Board of Directors

December 5, 2019 by

Kelly Johnson

Chicago-based BDO USA (FY19 net revenue of $1.64 billion) announced the appointment of Kelly Johnson as board chair, along with Mark Ellenbogen, Hoon Lee and Steven Shill as new board directors. Tony Lawrence was re-elected as a board director for his second three-year term. All changes were effective Nov. 1.

“Since being elected as a board director two years ago, Kelly has made a significant impact with her strategic foresight and innovative mindset,” says Wayne Berson, CEO of BDO USA. “As the first woman board chair, her appointment marks an important milestone for our firm. This is something I’m particularly proud of, as I strongly believe inclusive leadership leads to stronger business outcomes. I am equally pleased to welcome Mark, Hoon and Steven as new members of the board and congratulate Tony on his second term.”

  • Johnson leads the firm’s business services and outsourcing national practice, with more than 25 years of experience in finance and accounting. She oversees a team that evaluates and benchmarks key business functions to develop an integrated accounting, finance and human capital approach to meet client objectives.
  • Ellenbogen is the Atlantic assurance regional MP and president and CEO of the firm’s public sector practice. With more than 25 years of public accounting experience, he is responsible for the Atlantic region’s audit practice, with a focus on the software and technology, government contracting and private equity industries.
  • Lawrence is the Central assurance regional MP. He led the Grand Rapids, Mich., assurance practice as an OMP for seven years. He has more than 20 years of experience in public accounting, working with public and privately held companies, with international and domestic ventures.
  • Lee is the West tax regional MP. He was one of the first dedicated research and development (R&D) professionals in the West region. He became the San Francisco OMP in 2012, while continuing his role as the West region leader for the R&D tax credit practice. With 22 years of public accounting experience, he has successfully helped to identify and document over $200 million of R&D credit claims.
  • Shill is an assurance partner and national co-leader for the BDO Center for Healthcare Excellence & Innovation. With nearly 30 years of experience, he serves both public and privately held and nonprofit companies in the health care provider, payer and insurance sectors.

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Filed Under: IPA 100, IPA Insider, Leadership, People

Moore North America Announces Tony Caleca as Chair, Appoints Three New Members to Executive Board

December 5, 2019 by

Matt Armanino

The accounting network Moore North America (Moore NA), one of eight regional members of Moore Global Network Limited (MGNL), has voted for three new members to join the Moore NA executive board.

“Our membership in Moore has been invaluable,” says Matt Armanino, CEO at San Ramon, Calif.-based Armanino LLP (FY18 net revenue of $267.2 million). “It has allowed us to expand our relationships and capabilities across the network. As a board member, I look forward to helping Moore continue to differentiate itself as client-centered organization during this time of incredible change in our profession.”

In addition to Armanino, Moore NA appointed the following board members, effective Jan. 1: Alan Badey, president and MP of the headquarters office at New York-based Citrin Cooperman (FY18 net revenue of $277 million), and Greg Hutchins, partner at Los Angeles-based Holthouse Carlin & Van Trigt (FY18 net revenue of $150 million).

Alan Badey

“Citrin Cooperman has been a member of Moore NA for almost a decade during which I have seen both our firm and the network evolve alongside each other,” says Badey. “I am proud to have been appointed to the board of Moore NA and am looking forward to working together on opportunities to focus on the future for us, our clients and communities.”

Hutchins says, “As a board member, my goal is to help drive more effective collaboration and knowledge sharing among our member firms. We learn from each other, regardless of the size of the firm, and that is the power of the association.”

Greg Hutchins

Tony Caleca, MP at St. Louis-based Brown Smith Wallace (FY18 net revenue of $50 million), has ascended to the role of chair, following his previous role of vice chair of the board.

“As chairman of Moore North America, I look forward to collaborating with Moore leaders across North America and the world in serving our colleagues and our clients with transformative and innovative strategies,” Caleca says.

Tony Caleca

“With the guidance of Tony and the addition of our new members, I am certain this board will bring new and exciting insights and perspective to help members thrive,” says Tony Szczepaniak, CEO of Moore NA.

Leaving the board is Lou Grassi, CEO and MP of New York-based Grassi & Co. (FY18 net revenue of $63.6 million) and Andy Armanino. Since stepping down from his role of CEO and MP of Armanino at the end of 2018, he has served on the Moore Global board and will succeed Richard Moore as Moore Global chairman on Jan. 1.

Moore NA’s 39 member firms in the United States, Canada and Mexico have over 120 offices and eight member firms on the INSIDE Public Accounting Top 100 Firms List.

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Filed Under: Association News, Best of the Best, IPA 100, Leadership, People

Ross Burden Joins Cherry Bekaert as Assurance Partner

December 4, 2019 by

Ross Burden

Richmond, Va.-based Cherry Bekaert (FY19 net revenue of $219.7 million) has announced that Ross Burden has joined the firm and been admitted as an assurance partner in its Nashville office.

Burden will focus his practice on providing financial statement audit, financial reporting and advisory services to growing, middle-market clients. Dawn Patrick, MP of the Nashville, Tenn., practice, says that Burden’s skills will expand assurance services to better serve clients in the Nashville area.

With extensive experience with SEC reporting and compliance, and IPO readiness, Burden provides guidance to clients on a variety of transactions, including debt and private equity financing, initial public offerings, and mergers and acquisitions. He primarily focuses on serving the health and life sciences, consumer markets, industrial and technology sectors.

Burden’s background includes working with development stage/start-up enterprises, private equity-backed companies, and both privately held and publicly traded corporations. Prior to joining Cherry Bekaert, he was an audit senior manager at a Big 4 accounting firm and previously worked for a large regional CPA firm.

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Filed Under: IPA 100, Partnership, People

MNP’s Founding Partner Passes, Leaves Lasting Legacy

December 2, 2019 by

Don Penny

Calgary, Alberta-based MNP, formerly known as Meyers Norris Penny, announced today that founder Don Penny, 80, passed away Nov. 28 in Brandon General Hospital in Brandon, Manitoba.

“As we reflect on Don’s legacy, we are filled with admiration and gratitude for his vision, courage, leadership and passion. He will forever be remembered for his entrepreneurial drive to take risks and pursue a vision of a different type of accounting firm – one that saw a future in a holistic offering of professional services and that served clients in diverse markets across Canada,” Jason Tuffs, MNP’s CEO, says in a statement. “Don put in place the elements that allowed the firm to grow rapidly, but gracefully – from its beginnings as a regional accounting firm based in Brandon, Manitoba, to the national firm we have become today. MNP is the firm that was born out of Don Penny’s vision.” MNP is now Canada’s fifth-largest accounting firm.

Penny was born and raised in Virden, Manitoba. His small-town roots played a role in enticing him in 1962 to join the Brandon firm Laird Sprague, the predecessor to MNP. He was admitted as partner in 1965 and became CEO in 1977. He retired from the partnership in 1998 and from the MNP board in 2005.

Penny sat on various committees and in multiple board positions for the Institute of Chartered Accountants of Manitoba, becoming the first president from outside Winnipeg, the capital of Manitoba, in the organization’s 100-year history. He served on the Canadian Institute of Chartered Accountants board of governors and became chair from 1997 to 1998. He also served on dozens of community organizations and corporate boards and was a mentor to many entrepreneurs across the country.

“We honor Don’s contributions to the firm, his profession and his community through an uncompromising commitment to the values and passions he held dear,” says Tuffs. “His legacy will always be a guiding light for MNP, and we are forever grateful for his wisdom, vision and – most importantly – his friendship.”

Penny is remembered by his loving wife Sandra, their four children and five grandchildren.

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