John Lauseng Takes Over at Aldrich

John Lauseng

Having served as CEO-elect for most of the past year, John Lauseng has been selected to take over as CEO of the Aldrich Group of Companies, a collective that includes Salem, Ore.-based IPA 100 firm Aldrich CPAs + Advisors LLP.

“Our board unanimously selected John as CEO-elect almost a year ago and ever since John has demonstrated his ability to lead our firm while exceeding our expectations,” says Scott Daniels, chairman of the Aldrich board of partners. “We look forward to the future and are confident in John’s ability to lead our culture and expansion efforts.”

More news from Aldrich

Robert Shea to Lead Public Policy Group at Grant Thornton

Robert Shea

Chicago-based Grant Thornton, an IPA 100 firm, has named Robert Shea as the new national MP of its public policy group. Shea will assume the role effective Aug. 1, taking over for the retiring Mary Moore Hamrick.

In his new role, Shea will serve as the firm’s primary liaison with members of Congress, serve as the chair of the firm’s political action committee and represent the firm’s policy positions with the accounting profession’s standards-setters, regulators and other policymakers. He will also retain his existing role as a principal in the strategy practice at Grant Thornton Public Sector LLC.

Prior to his last 10 years with Grant Thornton Shea served for six years as the associate director for the U.S. Office of Management and Budget (OMB), where he led an award-winning initiative to measure government programs using its Program Assessment Rating Tool and oversaw programs to implement large-scale personnel reform at the Departments of Defense and Homeland Security.

“Robert’s sterling credentials and track record improving federal governance make him the ideal person to represent Grant Thornton among policymakers,” says Grant Thornton CEO Brad Preber. “Moreover, he will be a leading voice for the accounting and consulting profession as it helps America surmount the historic disruptions and daunting challenges it now faces.”

More news from Grant Thornton

BKD Names New Leader for Telecommunications Practice

Cheryl Clauson

Springfield, Mo.-based BKD, an IPA 100 firm, has named partner Cheryl Clauson as the new leader of the firm’s telecommunications practice.

Clauson has extensive telecommunications experience among her more than 25 years in the profession. Among other duties, she has helped clients develop new business ventures and improve the financial performance of existing services, managed telecommunication company audits and provided services related to acquisition due diligence procedures in the industry.

“I’m very excited to have Cheryl take on this leadership role for the telecom niche,” says Jeffrey Naig, MP of the firm’s Des Moines, Iowa, and Madison, Wis., offices. “Under her leadership, I’m confident we will continue to develop and grow into the future while working closely with our existing telecom clients.”

More news from BKD

Oreste ‘Rusty’ Mosca Elected Chair of Leadership Program

Oreste ‘Rusty’ Mosca

Managing director Oreste “Rusty” Mosca, of Concord, N.H.-based IPA 400 firm Nathan Wechsler & Company PA, has been elected chairman of Leadership New Hampshire (LNH).

Established in 1992, LNH is a 10-month program that brings together a group of talented and accomplished individuals to learn about issues local to the state, connect with one another and discover ways to serve their communities in positions of leadership and responsibility. Mosca has served as a member of the organization’s board of directors since 2015.

“I am so pleased at the opportunity to continue serving Leadership New Hampshire in this new capacity,” he says. “The work that this organization does in the New Hampshire community is invaluable. It deserves all of the support that we can give.”

More news from Nathan Wechsler & Company PA

Carlos Ferreira to Lead Private Equity Services at Grant Thornton

Carlos Ferreira

Carlos Ferreira is the new national MP of private equity services for Chicago-based IPA 100 firm Grant Thornton. Ferreira will assume the role effective August 1, taking over for the retiring Doug Gawrych.

In his new role, Ferreira will lead the strategic direction for a range of private equity services, including areas such as growth, transformation, operations, resilience, compliance and diligence. He will also serve on the firm’s national leadership team, and will retain his role as the global co-leader for transaction advisory services at Grant Thornton International Ltd.

As a transaction advisory partner, Ferreira previously led the advisory services practice for Grant Thornton’s metro New York and New England market territory, supporting transaction strategies for private equity firms and their portfolio companies. His almost 25 years of experience includes work in buy- and sell-side due diligence, integration and exits for private equity investors and cross-border transactions in Europe, South America, Africa, North America and Asia.

“Carlos is an outstanding leader who will step into a critical role during a time of historic disruption and uncertainty,” says Grant Thornton CEO Brad Preber. “He will ensure we are consistently providing quality, value and innovative solutions to help our private equity clients.”

More news from Grant Thornton

IPA Pulse Survey: Compensation, Cuts and the Crisis

IPA’s latest pulse survey tapped the knowledge of nearly 150 MPs in late May on several key issues related to the COVID-19 pandemic.

One of the topics of the pulse survey covered staffing and compensation and what moves, if any, firms had made (or were planning to make) with respect to layoffs, pay cuts and/or partner draws. And while many firms indicated they planned to hold steady in these areas, others were clearly taking action to stem some of the current or anticipated economic repercussions of the pandemic.

For example, only 5% of survey respondents indicated they had instituted across-the-board staff pay reductions as a direct result of the crisis – though the percentage was much higher among firms above $125 million. Meanwhile, 19% of firms had made pandemic-related layoffs (the percentage increased to 43% for firms between $75 and $125 million, and 31% for those above $125 million), but these cuts amounted to less than 10% of the staff for 90% of those respondents making cuts. And while the split among all respondents on partner draw reductions and/or adjustments to partner compensation schedules was right around 50-50, firms above $40 million were far more likely to have taken this route.

In terms of what lies ahead, most MPs seemed optimistic (at least back in late May) that they wouldn’t need to impose pay cuts or layoffs in the coming months, though the outlook among respondents in the $40-$75 million range wasn’t nearly as positive, with 47% in this group saying the possibility was either very likely or somewhat likely.   Catch up on more insights from this IPA Pulse Survey:

Shrinking the Physical Office Footprint

An Interesting Interlude for Internships

A ‘New Normal’ at the Office

Hiring on Hold?

CPA Canada Names New President and CEO

Charles-Antoine St-Jean

Charles-Antoine St-Jean has been appointed president and CEO of the Chartered Professional Accountants of Canada (CPA Canada). St-Jean’s appointment becomes effective on July 20, as he takes over for the retiring Joy Thomas.

St-Jean has worked with multiple government, corporate and not-for-profit stakeholders throughout his career, and has served as Comptroller General of Canada and chair of the Public Sector Accounting Board.

“Charles-Antoine comes with an exceptional track record and has the leadership and professional skills the board believes are required to lead CPA Canada forward,” says CPA Canada board chair Amanda Whitewood. “He will work with CPA Canada’s strong internal team and the CPA bodies across Canada and Bermuda, bringing a fresh perspective as we tackle the challenges the profession faces today and in the future.”

Nelson Luis Joins EisnerAmper

Nelson Luis

New York-based EisnerAmper, an IPA 100 firm, has admitted Nelson Luis as a principal in its forensic, litigation and valuations services group. Luis will also lead the forensics practice in the firm’s Philadelphia office.

Luis’ experience advising clients on complex domestic and cross-border forensic, dispute, litigation and fraud investigation matters includes managing more than 150 cross-border investigations across several continents.

“Nelson has clearly made a great name for himself in the forensic, litigation and valuation world,” says Allen Wilen, national director of EisnerAmper’s Financial Advisory Services (FAS) group. “We enthusiastically welcome him to the firm, and we’re confident Nelson will be an enormous asset to clients in our growing FAS Group.”

More news from EisnerAmper

Mazars USA Brings on New CMO

Ian Duncan

New York-based Mazars USA, an IPA 100 firm, has hired Ian Duncan as the firm’s new chief marketing officer. Prior to joining Mazars, Duncan led a worldwide brand transformation as the global brand leader for PwC.

“Ian’s 25 plus years of experience delivering transformative marketing solutions to organizations around the world will be of immense value as we continue to pursue our strategic growth plans,” says chairman and CEO Victor Wahba. “His multinational career and expertise in taking globally-recognized organizations to the next level will be an important step in positioning Mazars USA for the future.”

More news from Mazars USA

Lisa Walkush to Lead Firmwide Industry Program at Grant Thornton

Lisa Walkush

Chicago-based Grant Thornton, an IPA 100 firm, has named Lisa Walkush as national MP of the firm’s industry program. In this new role, Walkush will oversee all strategy and operations for a program that includes of a broad range of more than 15 different industries.

Walkush previously served as national leader of the firm’s life sciences industry practice. She has experience in enterprise program management, customer relationship management and operational excellence, as well as compliance, validation and technology consulting services.

“Lisa is an exceptional leader who understands that every business is facing historic new challenges – not to mention longstanding industry trends that are equally significant,” says CEO Brad Preber. “She is the ideal person to help build industry teams that will deliver Grant Thornton’s unique mix of quality, value and innovation to our clients.”

More news from Grant Thornton