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1 All News

RoseRyan Partners with Tech Firm

RoseRyan of Newark, Calif., has entered into a new strategic partnership with AST Private Company Solutions that will allow the firm to utilize AST’s Astrella capitalization table and ownership data management platform.

Astrella is a new cloud-based software-as-a-service platform that brings together blockchain technology, artificial intelligence (AI) and predictive analytics. RoseRyan professionals will use Astrella to support private companies that require ownership tracking and exit modeling and integrate the data into their client company’s financial reporting.

“During every critical phase of the company, and even during economic turmoil as we are now are experiencing, companies depend on RoseRyan to provide the right level of financial expertise and support,” says RoseRyan CEO Dave Roberson. “Working with the leadership team of Astrella and their other partners, we find the same collaborative fit as we promote in our culture at RoseRyan.”

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New President for Plante Moran Insurance Agency

Steven Gibson

Plante Moran Insurance Agency (PMIA) – a division of Plante Moran Wealth Management (PMWM) offering life, long-term care and disability insurance guidance – has named Steven J. Gibson as its new president. Plante Moran Wealth Management is a subsidiary of Southfield, Mich.-based IPA 100 firm Plante Moran.

Gibson previously served as a senior manager in Plante Moran’s wealth management practice, focusing on estate planning, business succession strategies and complex life insurance planning. He joined PMIA in 2013 to help build the insurance practice in the Chicago market, and will be responsible in his new role for further developing the practice firmwide.

Gibson succeeds Dawn Jinsky, who will continue to lead the PMWM’s wealth transfer team.

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Kara Klinger to Lead Deloitte’s Tampa Office

Kara Klinger

New York-based Big 4 firm Deloitte has appointed Kara Klinger as new MP of the firm’s Tampa, Fla., office, succeeding the retiring Tom Corona.

Klinger has been with Deloitte for 26 years, specializing in international financial reporting standards, initial public offerings and mergers and acquisitions across a variety of industries. She was most recently the Deloitte Private leader in Florida and Puerto Rico and the north Florida accounting and reporting advisory leader. In leading the Tampa office, Klinger will oversee more than 1,000 professionals working in audit, consulting, tax, and risk and financial advisory.

“Not only do her technical skills excel, but she has been instrumental in building up our people and in creating a culture of excellence,” Corona says of his successor. “She has grown tremendously as a professional and as a leader, and she is more than ready to lead Deloitte into the next decade.”

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Esi Akinosho Takes Over EY’s Houston Office

Esi Akinosho

New York-based Big 4 firm EY has appointed Esi Akinosho as new OMP of the firm’s Houston office. She succeeds Bill Strait, who has held the position since 2017 and has been named the new deputy vice chair of assurance for EY Americas.

Akinosho has 28 years of experience in risk advisory services and was previously the internal audit leader for EY Global Advisory. As OMP, she will lead a Houston office of nearly 1,800 professionals and will be responsible for expanding the firm’s market position, connecting with the community and fostering a supportive and inclusive culture.

“Esi is a proven and effective leader who is deeply committed to the Houston community and our firm’s purpose of building a better working world,” says Frank Mahoney, EY US-West Regional MP. “She has outstanding experience to continue driving exceptional service for our clients, growth across our practice and opportunities for our people.”

Armanino Launches Data-Driven Return-to-Work Solution

San Ramon, Calif.-based IPA 100 firm Armanino LLP has launched a new suite of return-to-work tools designed to help businesses take a thoughtful, strategic and safe approach to reopening, with preparations related to technology, people policies and operations planning. The new COVID-19 Return-to-Work App provides real-time insight and visualization related to everything from employee wellness monitoring to workspace scheduling, as well as access to the firm’s COVID-19 Recovery Tracker.

The suite’s people policies provide access to HR consultants who help organizations update policies regarding remote working, health testing, workplace safety programs, travel, family and sick leave management, CARES Act employee retention credits and more. Operations guidance, meanwhile, prepares businesses for reopening by focusing on everything from lease renegotiation and insurance policy reviews to tax matters affected by a changed work environment, company privacy policies and workplace visitation rules.

“When the time comes to reopen, each business has a responsibility to create a work environment for returning employees that prioritizes safety and protects the company through risk mitigation planning,” says Jenn McCabe, a consulting partner at Armanino and a member of the firm’s Rapid Response Team. “Using our Return-to-Work App, businesses can securely and discreetly work with employees to monitor COVID-19 symptoms and generate floorplans that meet CDC social distancing guidelines. Additionally, they need to consider appropriate HR policies and operations guidance that appropriately responds to new challenges and potential liabilities created by the pandemic.”

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Aprio to Partner with CPAsNET

Atlanta-based Aprio LLP, an IPA 100 firm, has entered into a new strategic partnership with accounting and business consulting association CPAsNET, allowing the association’s member group of 20 U.S. firms and 120+ international firms to benefit from the expertise and services of Aprio professionals.

Under the five-year agreement, Aprio will provide technical guidance, support and access to a range of specialty services to the association’s members, including R&D tax credits, state and local tax, cybersecurity and international tax services.

“As our profession becomes more competitive and client needs become more sophisticated, providing a comprehensive range of services and technical acumen is key to growing and retaining a loyal client base,” says Aprio CEO and MP Richard Kopelman. “This partnership with CPAsNET is another example of how Aprio is providing innovative ways to serve our fellow CPA firms and their clients.”

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Dennis Morrone to Lead Non-Profit and Higher Ed Practices for Grant Thornton 

Dennis Morrone

Chicago-based IPA 100 firm Grant Thornton has appointed Dennis Morrone national MP of the firm’s not-for-profit and higher education practices, succeeding the retiring Mark Oster effective Aug. 1.

Morrone has been with Grant Thornton since 2002, having previously served as the national PIC of audit services in the not-for-profit and higher education practices for the firm. He is a sitting member of FASB’s not-for-profit advisory committee, and has developed and taught a number of courses on not-for-profit accounting and compliance topics.

“This year’s historic disruptions have dramatically impacted the not-for-profit and higher education spaces,” says Grant Thornton CEO Brad Preber. “Dennis’s excellent leadership and client-service skills will help our clients overcome today’s exigent challenges, while also managing the long-standing trends that require shrewd decision making.”

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BDO USA Goes Back to the Future with IPA 200 Acquisition

Chicago-based BDO USA, an IPA 100 firm, is merging in Denver-based IPA 200 firm ACM LLP in a deal expected to close on Aug. 1. ACM has been a member of the BDO Alliance since 2002 and was a part of BDO prior to that.

From its offices in Denver, northern Colorado, Boulder and Laramie, Wyo., ACM provides assurance, tax and consulting services to companies ranging in size from start-up organizations to established entities with multi-state and international operations. BDO will add 167 professionals from ACM and will maintain the firm’s four existing offices.

“In officially welcoming back ACM partners and professionals to BDO, we expand our resources in the Rocky Mountain region and open up opportunities for our people to thrive,” says Wayne Berson, CEO of BDO USA. “From industry focus to market-facing strategy to advanced technical attention, BDO and ACM bring incredible insight and industry-leading creativity to our work. Our common commitment to prioritizing exceptional client service and supporting our people will ensure a seamless transition for clients in the weeks and months ahead.”

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David Rook Takes Over as COO at Weaver

David Rook

Houston-based Weaver, an IPA 100 firm, has named David Rook as its new COO.

Rook has led the firm’s audit and advisory practices for more than a decade and has more than 22 years of experience in the profession. As COO, he will be responsible for implementing Weaver’s strategic vision and optimizing firmwide efficiency and effectiveness.

“David is very analytical and understands the critical components of managing a CPA firm,” says CEO and MP John Mackel. “In his new role, he will focus on helping our partners and firm leaders drive and effectively manage growth, control costs and mitigate risk, while living the firm’s core values. His leadership will be invaluable as the firm continues to grow and mature.”

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Stockman Kast Ryan Adds New Partner, CFO

Brian Tunnelle

IPA 400 firm Stockman Kast Ryan & Co. LLP of Colorado Springs, Colo. has admitted Brian Tunnelle as a partner in the firm’s audit group.

Tunnelle has more than 25 years of experience in the profession, providing accounting, auditing, internal control evaluation, consulting, M&A services and FAR compliance primarily to construction contractors and engineering firms. He also works on the audit of employee benefit plans, including ESOP’s. Prior to coming to Stockman Kast Ryan, Tunnelle was most recently a business assurance and quality control partner at Frazer LLP.

“Brian’s extensive background, industry expertise and education will complement our team and provide more value for our clients,” says audit partner Steve Hochstetter.

Phillip Young

The firm also announced the hiring of Phillip Young as CFO. He brings more than a decade of experience to the newly created role, having worked in a number of professional firms’ operations, finance and accounting departments, with an emphasis in personal injury law firms operations and finance.

“Phillip brings a wealth of experience in professional services firms,” says Stockman Kast Ryan MP Trinity Bradley-Anderson. “His background in finance and operations will serve as a strategic addition to the team.”

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