EisnerAmper Launches Process, Risk and Technology Solutions

From compliance to technology to operational risk, company leadership is constantly identifying challenges in assessing, preventing and mitigating the evolving threats that confront their companies daily. That’s why New York-based EisnerAmper (FY18 net revenue of $360.7 million) has launched a suite of process, risk and technology solutions to connect a company’s operational, financial and technological departments.

EisnerAmper professionals offer the following services:

  • Internal audit and regulatory compliance – Increase the efficiency of active programs, modernize internal audit processes and procedures, and perform risk assessments to identify internal control gaps.
  • IT risk and cybersecurity – Methodically examine technology, operations, services, goals and objectives. Offer pragmatic solutions and an action plan to control risks surrounding security and privacy, financial processes and reporting, and business processes and compliance.
  • Digital solutions and process transformation – Assess current processes and identify technology integration opportunities including artificial intelligence, robotics process automation, service with software and other emerging technologies.

“Our process, risk and technology solutions professionals are far more than IT advisors,” says national practice leader Jerry Ravi. These industry experts will take a 360-degree view of a client’s risk-exposure points and provide a detailed roadmap to help them fortify and enhance their business and performance outcomes.”

RyanSharkey Admits Two New Partners

Fran Randall

RyanSharkey of Reston, Va., announced that it has admitted two of its directors into the partnership group.

Fran Randall has been admitted as a tax partner and Michael Davis has been admitted as an audit and advisory partner.

Randall has more than 16 years of Big 4 public accounting experience, with a strong background in international and U.S. domestic taxation consulting, reporting and compliance, as well as ASC 740 accounting for income tax, tax research and project management. She serves public and non-public U.S. multinational and foreign-owned U.S. clients.

Randall specializes in international tax advisory and accounting for income tax services to both public and privately held multinational and foreign-owned companies, including various treaty matters, offshore cash repatriation, acquisition structuring and foreign tax monetization.

Davis has more than 18 years of experience partnering with management teams of both public and privately held entities, assisting them with their accounting, financial reporting and other business needs. Davis has extensive experience working with companies in manufacturing and distribution, government contracting, emerging technology and life sciences industries. His clients have ranged from early stage startup companies to organizations with annual revenues in excess of $1 billion.

Davis advises executive management teams, ownership groups, boards of directors and private equity groups, helping them navigate complex financial reporting and regulatory landscapes both domestically and internationally. His specific expertise includes revenue recognition, stock-based compensation, debt and equity transactions and compliance with SEC regulations. Additionally, Davis has assisted companies with initial and secondary offerings.

EisnerAmper Names Two New Leaders

Lori Reiner

New York-based EisnerAmper (FY18 net revenue of $360.7 million) announces that Lori Reiner is moving from her role as PIC of the firm’s Philadelphia office to the newly created role of chief people officer.

She will be responsible for designing and implementing cutting-edge human resource strategies to cultivate lifelong learning, personal and professional skill-building, respect, recognition, collegiality and collaboration – all hallmarks of EisnerAmper’s culture, the firm says.

Reiner has more than 30 years of leadership experience, including as a current member of the firm’s executive committee. “Our people are by far our greatest resource, so it’s tremendously exciting, as well as a great responsibility, being at the nexus of where staff development meets client service,” Reiner says.

In addition, Paul Dougherty was named PIC of the firm’s fast-growing Philadelphia office, where he will oversee the continued growth of the practice, engagement in the local community and talent acquisition. Dougherty, who was the national leader of the firm’s corporate tax group and created its health care consulting group, has more than 30 years of industry experience.

He is a former member of the firm’s executive committee. With the advent of the Tax Cuts and Jobs Act, Dougherty took a leading role in the EisnerAmper team charged with creating communications and educational programming on the impact of the legislation on businesses and individuals.

“I welcome the chance to build upon Lori’s tremendous legacy at the Philadelphia office,” Dougherty says. “And I look forward to working with staff, clients, business leaders and local organizations in the greater Philadelphia area to continue EisnerAmper’s growth and its role as a valuable member of the community.”

“I can’t think of anyone better than Lori and Paul – each with their unique and varied skill sets – to disrupt the status quo and take a fresh approach to staff development and client service,” says EisnerAmper CEO Charly Weinstein.

Grant Thornton’s Burton to Lead AICPA’s Assurance Services Executive Committee

The AICPA has announced that Jim Burton will serve as chair of its Assurance Services Executive Committee (ASEC). Burton is Grant Thornton’s PIC of audit methodology and standards.

Burton will oversee committee efforts related to blockchain, artificial intelligence, cybersecurity and sustainability.

“A member of ASEC since 2016, Jim Burton’s experience, insights and sincere engagement will serve the profession well,” says Amy Pawlicki, AICPA vice president, assurance and advisory innovation.

The ASEC mission is to support the profession in serving the public interest by anticipating, identifying, assessing and addressing evolving market needs and demand for assurance and advisory solutions. ASEC develops relevant thought leadership, guidance, criteria and other member resources.

Burton succeeds Bob Dohrer of RSM International. Dohrer was named AICPA chief auditor earlier this year.

Meaden & Moore Elects Vice President

Courtney Eaton

Cleveland-based Meaden & Moore has announced the election of Courtney Eaton to vice president.

Having started her career in the Akron, Ohio, office, Eaton assumed responsibility as manager in charge of the Beachwood, Ohio, office in 2016 to help expand service offerings and professional capabilities in northeast Ohio.

She serves in the assurance services group and has more than 12 years’ experience advising clients in a variety of industries including manufacturing, distribution, technology and private equity. She has been one of the key contributors to the development of private equity services.

“Ms. Eaton continually demonstrates the firm’s core values of continuous improvement, relationship development, collaboration, sharing and innovation. Whether working in northeast Ohio or working remotely for 1.5 years from Brussels, Belgium, Ms. Eaton’s clients recognize and respect the dedication, commitment and value she brings to their relationship and success,” says CEO James P. Carulas.

Meaden & Moore is a tax, accounting, forensic and advisory consulting firm with 18 offices spanning the U.S., Canada and the U.K.

Marcum LLP Merges in Yarlas Kaplan Santilli Moran Ltd.

Thomas E. Lisi

New York-based Marcum (FY17 net revenue of $469.5 million) announces that it has merged in Yarlas Kaplan Santilli Moran Ltd. (YKSM), of Providence, R.I.

YKSM’s professionals have more than 60 years of experience providing a full suite of audit, accounting, financial consulting, tax and litigation support services to its clients. The firm adds seven partners and 23 associates to Marcum. YKSM partner Thomas Lisi becomes OMP.

In addition to Providence, Marcum’s New England region also includes Boston, Portland, Maine, and Greenwich, Hartford, New Haven and West Hartford in Connecticut.

Jeffrey Weiner

“Tom Lisi and his partners and associates bring rich experience and expertise to Marcum’s New England service portfolio. We are delighted to welcome them to the Firm,” says Jeffrey Weiner, Marcum chairman and CEO.

Anthony Scillia, regional MP for New England, says Providence is a key market, “and the YKSM team will make a significant contribution to expanding our presence in this area.”

Lisi says, “Marcum’s extensive national resources and range of industry specialization will be tremendous assets for our clients while providing greatly expanded career opportunities for our people.”

RKL Wealth Management’s Boyer Honored as “Forty Under 40” Leader

Nicholas Boyer

Lancaster, Pa.-based RKL Wealth Management LLC, a subsidiary of RKL LLP (FY17 net revenue of $67.9 million), has announced that Nicholas Boyer has been named one of Central Penn Business Journal’s 2018 “Forty Under 40” recipients. This annual award program celebrates the most accomplished young leaders in mid-Pennsylvania for their commitment to business growth, professional excellence and community service.

“Nick exemplifies everything the ‘Forty Under 40’ award is about. His leadership abilities and strategic vision are an asset to our firm, our clients and our community,” says Sarah Young Fisher, president of RKL Wealth Management.

Boyer serves as chief investment strategist for RKL Wealth Management, which has $1 billion in assets under management. He manages the firm’s investment team and chairs RKL Wealth Management’s investment committee. Before joining RKL Wealth Management in 2016, Boyer gained a decade of experience in the financial services industry. From 2000 to 2004, Boyer served in the U.S. Marine Corps in Afghanistan.

Mass. Society of CPAs Honors 7 Women

The Massachusetts Society of Certified Public Accountants (MSCPA) has announced the 2018 honorees of their Women to Watch Award, which recognizes women who have made an outstanding contribution to the accounting profession, their community, place of employment and/or to the development of women as leaders.

Seven Massachusetts women were selected, three in the Emerging Leader category for professionals with 15 years of experience or less, and four in the Experienced Leader category, for women with more than 15 years in the field.

Award winners will be honored Oct. 25 at the MSCPA’s Annual Women’s Leadership Summit at The Westin Boston Waterfront.

The 2018 Women to Watch Award winners are:

Jessica Ackerman, audit and assurance managing director, Deloitte & Touche LLP

Cheryl Burke, partner and COO, DiCicco Gulman & Company

Janice O’Reilly, partner, AAFCPAs

Jane Steinmetz, Boston OMP, EY

Emerging Leaders:

Angela Barcelos, partner, CFGI

Maura Hodge, audit partner, KPMG LLP

Tracy LeMaire, manager, AAFCPAs

Scheffel Boyle Admits Two To Partnership Group

Danny Phipps

Scheffel Boyle, with seven locations in Illinois, recently promoted 17 professionals and admitted two new principals to the leadership group.

Danny Phipps has been with the firm since 1994 and serves clients from the Jerseyville and Carrollton offices. He is a senior leader on the agribusiness team and specializes in audit and tax services for farming operations, governmental entities, and non-profit organizations.

Cory Gallivan

Cory Gallivan is a principal in the Alton office and has been working in public accounting since 1995. He first joined Scheffel Boyle in 2000 and is a leader of the tax department. His client specialties include tax planning, preparation and advisory services for a variety of businesses, as well as individuals. He also provides annual in-house training and continuing education for his coworkers.

LaBorde Joins Andersen Tax as a Managing Director of Houston Office

San Francisco-based Andersen Tax (FY17 net revenue of $247 million) welcomes John LaBorde as a managing director in the Houston office as part of the commercial practice group.

He has more than 29 years of experience in state income, franchise tax, sales and use tax, property tax and state tax planning and consulting.

“John’s background in state and local tax and tax consulting will be a great addition to our office and our firm,” says Jason Graham, office managing director of the Houston office. “As he joins our commercial practice, he brings along a wealth of consulting knowledge as well as the experience to help clients with all their needs.”

Prior to joining Andersen Tax, he was a partner at Grant Thornton, where he built their Houston state and local tax practice from the ground up and he led the energy industry segment of the firm’s tax practice. He also previously worked at PwC and EY.

Andersen Tax LLC CEO and Global Chairman, Mark Vorsatz, says, “John possesses key qualifications that strengthen our firm’s focus on best-in-class service. Through his knowledge and experience in recruiting and mentoring professionals, John exemplifies the core value of stewardship that we strive for at Andersen Tax.”