RKL Admits Mink to Partner

Hunter Mink

Hunter Mink

Lancaster, Pa.-based RKL LLP (FY16 net revenue of $61.5 million) admitted Hunter Mink to partnership, effective Jan. 1, 2018.

“Hunter’s admittance to the RKL partnership is a testament to the strategic guidance he provides to clients, the role he’s played in the firm’s continued success and the positive impact he makes on our community,” says Edward Monborne, RKL CEO.

Currently a manager in RKL’s audit services group, Mink plans and oversees audit engagements for a cross-section of the firm’s client base. He specializes in serving the consulting and assurance needs of many architecture and engineering firms throughout the Mid-Atlantic. Mink is also a key member of RKL’s real estate development and construction industry group.

IPA Spotlight On … Stacie Kwaiser

Name: Stacie Kwaiser

Stacie Kwaiser

Stacie Kwaiser

Title: Chief Operating Officer (COO)

Firm: Troy, Mich.-based Rehmann (FY16 net revenue of $115 million)

Accomplishments:

  • Oversees the firm’s client service operations and internal corporate services including finance, human resources, information technology and marketing teams as first female COO of Rehmann.
  • Received the Rehmann’s annual firm-wide award, recognizing her as an associate who has gone above and beyond in support of women’s career advocacy in the firm.
  • Named to DBusiness’s 2016 Powered by Women list, which recognized Detroit-area women who hold leading positions in their organizations.

You’ve said that it can be “incredibly frustrating” for women to work in a male-dominated field. How so?

Women are facing inflexible policies and unwritten expectations that were established many years ago when the workforce was male-dominated and work-life balance was not a priority. While women represent 50% of candidates entering the work force in accounting, only 25% make it to principals in the profession. Organizations that don’t make a concerted effort to provide equal opportunities for women are quickly pushing some of their most talented employees out the door. The accounting profession as a whole must actively work to combat this.

As Rehmann’s first female COO, how do you help empower women at the firm?

I am honored to be involved in helping women thrive in our firm, and, ultimately, see themselves here for the long haul. Empowering female employees means providing opportunities for their development at every point in their career. It also means ensuring employees are aware of unconscious biases that impact their interactions with the women they work with every day. I am proud to work for a company that recognizes its female leaders and makes a place for them at every table. At the same time, we won’t be fully satisfied until there is complete parity for women in our organization.

Can you tell our readers about Rehmann’s Women’s Initiative Network (WIN) Council?

The WIN, established 10 years ago, acts as an advisory council for our firm, is one of the primary ways in which we work to develop our female employees. WIN advocates for women and provides ideas on how to keep trending in the right direction. WIN also provides educational opportunities, including keynote speakers and networking events for female employees. We have also created what we call our STEP and Emerging Leaders initiatives – programs that focus on employees who are within reach of leadership positions to ensure they have the mentorship and tools needed to achieve those ranks.

Do you have any advice for firms looking to implement women’s initiatives?

A key to being successful in any profession is to build relationships and identify sponsors. Women in Rehmann’s programs receive additional coaching and a counselor helps them navigate their career path. The programs also provide time for both men and women to talk about issues that affect them, such as networking, professional development and work-life balance. Firms can build the confidence of women in their ranks by encouraging them to ask for help and pursue opportunities that may seem out of reach.

Final thoughts?

With programs and plans in place to help women thrive, the barrier to break into a male-dominated field slowly starts to fade away. To create these opportunities, all organizations should start with a clear understanding of the issue at hand and a willingness to work toward a better, equal opportunity future for all employees.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Ernst & Young Names Kelly Grier as Next MP for the U.S.

Kelly Grier

Kelly Grier

New York-based EY (FY16 gross revenue of $11.2 billion) named Kelly Grier as U.S. chairman and MP, and EY Americas area MP, effective July 1, 2018.

In her new role, Grier will lead the EY U.S. firm and the EY Americas geographic area. She will succeed Steve Howe, who has served as U.S. chairman and MP, and EY Americas area MP since 2006.

Mark Weinberger, EY Global chairman and CEO, says, “Kelly has demonstrated uncompromised integrity and an ability to manage high-performing teams, while delivering exceptional results for EY clients.”

During her tenure with EY, Grier served many of the largest EY audit and advisory clients and has global experience, working in Germany and Switzerland. She has held a variety of roles including EY Americas vice chair (talent) and Chicago OMP.

“Kelly is an extraordinary leader who has skillfully run one of our largest regions, and brings a depth of experience across client service, the boardroom and our talent function. She is passionate about EY’s values and culture, has developed high-performance teams and has proven to be an agile and effective leader who is well-suited to lead in this time of unprecedented change and opportunity,” says Howe.

“EY people come to work every day excited to solve clients’ challenges and to make a difference. We will seize the opportunities of our changing world, realizing our bright future and building on our purpose and the great strength of the EY culture,” says Grier.

The Bonadio Group Welcomes Mosher as Tax Principal

Michael Mosher

Michael Mosher

Pittsford, N.Y.-based The Bonadio Group (FY17 net revenue of $92.1 million) welcomed Michael Mosher as a principal in the firm’s tax practice. Mosher will be based in The Bonadio Group’s Buffalo office. Prior to joining The Bonadio Group, Mosher directed the corporate tax department at Delaware North, one of the world’s largest, privately held hospitality companies.

“Michael’s experience leading a team focused on tax structuring for both foreign and domestic entities—as well as planning and compliance for income, sales, and property tax filings – is an asset to The Bonadio Group,” says Thomas Bonadio, CEO.

In addition to leading the corporate tax department at Delaware North, Mosher served as the main tax resource for all of the company’s subsidiaries, which includes a variety of business lines within the gaming, parks, resorts, specialty retail, sports and travel industries.

Dean Dorton Names New Market Leader

Jim Tencza

Jim Tencza

Lexington, Ky.-based Dean Dorton Allen Ford (FY16 net revenue of $27.3 million) named Jim Tencza as Louisville market leader. In this role, Tencza will direct the strategy and operations of Dean Dorton’s Louisville office. He will succeed Gwen Tilton, who has been with the firm for 35 years.

Tencza has 28 years of experience in public accounting and has experience working with companies including SEC-registered, privately-held and nonprofit entities, as well as private equity funded clients in various industries. Tencza is a member of the board of directors and the assurance executive team and leads Dean Dorton’s internal audit and risk advisory practice.

“Our focus is on sustaining the strong growth and client relationships that we have built in Kentucky and southern Indiana among expanding key industries and providing crucial innovative technological advancements to clients including access to real-time financials,” says David Bundy, president and CEO. “We will continue to listen and respond to the market, with an emphasis on delivering a distinct experience for our clients, our people and the community with Jim providing guidance and assistance in this role.”

“I look forward to building on the legacy of Gwen Tilton who has fostered the strong team oriented culture of Dean Dorton in Louisville. Gwen’s commitment to our people and the broader business community has been unmatched and she has built a strong foundation for us,” says Tencza.

Slemmer Joins PKF O’Connor Davies as Principal

David Slemmer

David Slemmer

New York-based PKF O’Connor Davies (FY16 net revenue of $146.6 million) welcomed David Slemmer as principal to serve as leader of the national transfer pricing practice.

“David is known throughout our industry as an expert in the economics of transfer pricing, and we couldn’t be happier to bring him on board in this key leadership position,” says Kevin Keane, MP. “We are quickly expanding our national transfer pricing division, and his experience building a successful team will be invaluable as we look to better serve clients in this expanded role.”

Slemmer previously led national transfer pricing practices, where his responsibilities included cross-line-of-service business development as well as recruiting and training. He also shared responsibility for setting up and developing the Dutch transfer pricing office of a leading professional services firm in the Netherlands.

In addition to growing the new national transfer pricing practice through recruitment and developing client relationships, his new responsibilities with the firm will include preparing and analyzing U.S. transfer pricing documentation and intercompany transfer pricing results.

NASBA Announces 2017-2018 Board of Directors

NASBA has announced the members of its board of directors for 2017-2018.

Theodore Long, Jr., was elected to the office of chair. Long has held numerous leadership positions as a member of the board of directors, including vice chair, director-at-large, Great Lakes regional director and treasurer.

Newly elected board members:

  • Janice Gray was elected vice chair and appointed a member of the administration and finance committee and strategic planning task force.
  • Jack Emmons was elected Southwest regional director and appointed CBT administration committee chair. Emmons is the current chair of the New Mexico Public Accountancy Board.
  • James Ladd, was elected Pacific regional director and appointed bylaws committee chair.
  • Casey Stuart was elected Southeast regional director and appointed accountancy licensee database and CPAverify committee chair.

View the full list here.

Alexander Thompson Arnold Admits Puckett as Partner

Mark Puckett

Mark Puckett

Mark Puckett has joined Union City, Tenn.-based Alexander Thompson Arnold (FY16 net revenue of $20.3 million) as a partner in the Memphis, Tenn., office.

Puckett has more than 35 years of experience with BDO USA at their Memphis office. He held top leadership positions including OMP (tax), regional MP (tax) and managing director (tax).

“As a BDO Alliance firm, we have worked closely with Mark over the years, so our relationship is long-standing. We understand how one another works and know Mark will bring a great deal of expertise and experience to our growing Memphis presence,” says John Whybrew, MP of ATA.

Abbott Stringham & Lynch Welcomes Boitano as a Tax Principal

San Jose, Calif.-based Abbott Stringham & Lynch (FY16 net revenue of $18.6 million) welcomed Frank Boitano as a tax principal. Boitano, formerly MP with Boitano Sargent & Lilly, also of San Jose, will be accompanied by his professional and administrative staff in joining ASL.

“Frank and his team will enhance our ability to continue serving high-net-worth individuals and closely held businesses and their owners in the Silicon Valley. This expansion demonstrates our continuing commitment to contributing to the financial well-being of our clients by enhancing our service ability and rendering superior technical and business advice,” says ASL’s managing principal, Ray Scheaffer.

Boitano Sargent & Lilly was founded 70 years ago, while Abbott Stringham & Lynch is celebrating its 40th anniversary this year. The addition of Frank and his team brings ASL’s principal count to 14, supported by more than 80 professionals.

“In our ever changing financial and tax world, a larger group of professionals working together can and will enable the sharing of more up-to-date and beneficial planning ideas and recommendations,” says Boitano.

KyCPA CEO Gold Retires

Penelope Gold

Penelope Gold

Penelope Gold has announced her retirement from Kentucky Society of Certified Public Accountants (KyCPA), after 14 years of service.

Under Gold’s leadership, KyCPA worked with policymakers at both the state and national level to strengthen accounting education and public protection policies. She also expanded the society’s educational scholarships, adding a variety of new publications and programs.

The KyCPA Board of Directors has named Darlene Zibart as the new CEO of the society. Zibart served the previous 14 years as the organization’s CFO and COO. Prior to joining KyCPA, she served as a finance professional in the manufacturing sector.

In addition, Charles George has been promoted to vice president of government affairs and general counsel of KyCPA.