Mike Herman Joins Whitley Penn as COO

Mike Herman

Fort Worth, Texas-based Whitley Penn, an IPA 100 firm, announced that Mike Herman has joined the firm as COO.

Herman has 30 years of operational management, strategic and financial leadership experience with a diverse background in accounting, finance, treasury, compliance, information technology security, risk management, human resources and commercial transactions (M&A).

Prior to joining Whitley Penn, Herman served as finance director for TOTAL’s TEP Barnett USA subsidiary and as CFO for Newark E&P Operating and First American Payment Systems.

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Consultant: As Productivity Starts to Lag, Encourage Staff to Take Time Off

Productivity is taking a hit as employees are continuing to work from home, a consultant asserts.

Sabina Nawaz, a CEO coach and keynote speaker, recently wrote in the Harvard Business Review that adrenaline boosted productivity when stay-at-home orders were first issued. Now, however, as working from home wears on, any ‘free time’ once spent commuting has been eaten up by meetings and the line between work and personal time gets fuzzier by the day.

Her clients are telling her that the pace feels frantic, work demands are rising and hours worked are soaring, yet stress and exhaustion are killing productivity. Nawaz asserts that managers are “deluding themselves” about their own and their team’s productivity.

“Companies are offering a range of wellness options but also vary in their policies about taking time off, from ‘we trust you, take care of what you need to’ to ‘take some of your allotted vacation time’ to ‘we need all hands on deck right now and we can figure out time off later.’ ”

While research shows that time off to recharge increases productivity, employees aren’t taking it. “With nowhere to go and much to adjust to, most people have cancelled not only their travel reservations but their time off as well,” Nawaz writes.

Nawaz surveyed clients and came up with six ways managers can encourage vacation time.

  • Provide clarity – Make sure everyone understands the time-off policy and offer employees information on government or health official guidance.
  • Redefine vacations – Encourage stay-at-home vacations that feature novelty, such as sketching, singing, flower arranging or camping on the deck.
  • Demonstrate care – Reinforce the often-repeated statement that people are your strongest asset by offering flexibility, such as informal breaks or fewer limits on vacation time. Show you understand that everyone’s home environments are different and that competing priorities take a toll, so workers will feel confident that taking time off is OK.
  • Model behaviors – Take time off yourself and share what you did. Employees will follow your lead. If you don’t do what you’re encouraging others to do, they won’t unplug either.
  • Change durations – Allow more frequent, shorter breaks because staff may benefit more from an immediate long weekend than waiting for a full week off far down the road.
  • Activate a team – Make sharing responsibilities part of the culture. Employees who know they’re covered are more likely to take time off.

Nawaz cited one of her CEO client’s advice: “Share the rules, show care, model the behaviors, and trust people to do the right thing.”

Two Hires Expand Health Care Team for Carr Riggs & Ingram

Enterprise, Ala.-based Carr Riggs & Ingram, an IPA 100 firm, has expanded its health care accounting practice with the addition of Shane Hariel and David Williams in the Jackson, Miss., location.

With more than 35 years of experience in health care accounting, Williams provides assurance, reimbursement and advisory services for a wide range of organizations. Hariel provides a number of services with a primary focus on hospitals, rural health clinics and long-term care facilities.

“The depth and breadth of their exclusive experience serving health care entities all over the country is invaluable to us and will broaden the services and solutions that we can offer our health care industry clients,” MP Bill Carr says. “Their specific concentrations in Mississippi will increase the level of service we offer there as we continue to expand in this vibrant geographical market.”

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Cary Mailandt to Lead Baker Tilly Business Advisory Services

Cary Mailandt

Chicago-based Baker Tilly Virchow Krause, an IPA 100 firm, has appointed partner Cary Mailandt to lead the firm’s business advisory services practice.

“Cary brings a unique background as a trained engineer with years of experience building teams in management consulting across different industries and disciplines,” consulting MP Angela MacPhee says.

In his new role, Mailandt will be responsible for strategy and operations of the growing business advisory services practice which includes transactions advisory services and CFO advisory. He has worked across a number of industries, including manufacturing, technology, health care, distribution, retail and hospitality.

“Our business advisory professionals bring an impressively broad range of backgrounds, including engineering, finance, manufacturing, accounting, marketing and data analytics – all working together,” Mailandt says. “Each client is unique and it is more important than ever that we deploy collaborative teams with deep and diverse expertise to address their complex challenges.”

Mailandt joined Baker Tilly in 2019 when Plano, Texas-based Montgomery Coscia Greilich combined with the larger firm.

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Philip Rebowe Joins P&N as Director of Client Services

Philip Rebowe

Baton Rouge, La.-based Postlethwaite & Netterville, an IPA 100 firm, announced that Philip Rebowe has joined the firm as director of client services, a new position.

Rebowe has more than 40 years’ experience in the accounting profession in the New Orleans market. He managed his own practice, Rebowe & Company CPAs and Advisors, for more than 20 years, and most recently worked for a top 20 public accounting firm, where he provided assurance and advisory services in a variety of industries.

He consults on financial, operational and compliance matters concerning financial statements, mergers and acquisitions, forecasting, processes and procedures, and other complex business issues. Rebowe focuses on client relationships, satisfaction and success, while mentoring P&N’s existing and emerging leaders in the New Orleans area.

Dan Gardiner, P&N’s managing director and CEO, says, “His decades of demonstrated experience, knowledge and commitment to the same core values held by P&N make him an ideal fit to help lead our New Orleans team and add value to our client relationships.”

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Brian Stromen to Lead National Tax Practice for Ryan

Brian Stromen

Dallas-based Ryan has hired Brian Stromen as a principal to lead the firm’s national tax practice out of its Minneapolis office.

Stromen has more than 30 years of experience in state and local tax services, including compliance, advocacy and planning. In his previous role as PIC of the state and local tax practice at KPMG, he spearheaded strategy and development of the practice, which more than doubled in size under his leadership.

“Brian Stromen’s proven leadership will help our clients solve complex tax challenges that improve profitability and cash flow,” says Damon Chronis, president of Ryan’s U.S. operations. “He’ll play a pivotal role in the continued growth of our national tax practice and across the globe.”

Leone, McDonnell & Roberts Admits Christopher McKay as Partner

Christopher McKay

Dover, N.H.-based Leone, McDonnell & Roberts has admitted Christopher McKay as a partner.

A firm veteran since 2009, McKay works in accounting and tax preparation services for closely held businesses and individuals with an emphasis on multi-state tax issues. He also specializes in information technology and is heavily involved in the firm’s non-profit practice.

“[Chris] has distinguished himself as a dedicated professional who has demonstrated a strong work ethic and exceptional leadership skills,” says MP Evan Stowell. “His clients know him as a trusted advisor and partner, and we appreciate the impact of his many contributions.”

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Bud Jones Takes the Helm at Nisivoccia

Bud Jones

Mount Arlington, N.J.-based Nisivoccia has named Bud Jones as the firm’s new MP, succeeding Timothy Mehaffey.

Jones joined the firm in 1981 as a member of the government team and has served on several operational committees over the years. His experience includes audit, accounting and consulting services for governmental entities, with a concentration in insurance enterprises, budget and financial planning, shared services, utility rate studies, internal control reviews, technology projects and capital project financing and related debt offerings.

“It has been a privilege to serve as managing partner of the firm,” says Mehaffey. “I am thankful for the opportunity and proud of the firm’s accomplishments over the years. Bud’s depth of experience and strong leadership as managing partner will successfully position the firm for our next 50 years.”

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Harriet Greenberg Takes Over at DFK

Harriet Greenberg

DFK International has appointed Harriet Greenberg, co-MP at New York-based IPA 100 firm Friedman LLP, as its 13th new president. In assuming the role from Roland Graf, she becomes the first woman to lead DFK.

Greenberg has more than 30 years of experience in the profession and has been a partner at Friedman since 1985. She spearheads the Women’s Development Network to encourage and mentor women at the firm.

“Harriet combines all the qualities needed as president, not least her ability to work together well with people, which is what DFK is all about,” says Graf, who will continue as a board member for a year as past president. “I also think it’s a great sign to have a woman as president, not only for DFK but for the member firms and the women working for those firms.”

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Grassi & Co. Admits Amy Joyce as Partner

Amy Joyce

New York-based Grassi & Co., an IPA 100 firm, has admitted Amy Joyce as a partner on the firm’s trust and estate services team. She has more than 20 years of experience in tax compliance, tax planning and asset transfer strategies, and will focus on helping Grassi’s high-net-worth clients develop strategic wealth preservation and tax mitigation plans.

Prior to joining the firm, Joyce was a tax partner at a regional accounting firm, with expertise in lifetime gift planning, generation-skipping transfer tax, multi-generational trusts, transaction structuring and leveraging valuation discounts.

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