Marketing Achievement Awards Presented by AAM

Thirty awards for marketing accomplishment were awarded June 14 by the Association for Accounting Marketing at its annual award gala, which features awards in multiple categories: websites, branding, multimedia and maverick marketing.

Expert category judges, including professionals in marketing, advertising, communications and professional services, reviewed and judged 99 entries. Winning entries were recognized for the accomplishment of a specific goal or objective, executing a project strategically, and measurable results.

The categories and winners are as follows:

Advertising

  • Digital Advertising, Faw Casson
  • Paid Content Marketing & SEO Campaign, Anders CPAs + Advisors
  • Print Campaign: Total Spend of $24,999 of Less, Sol Schwartz & Associates PC
  • Print Campaign: Total Spend Above $25,000, Mazars USA LLP

Branding

  • Integrated Branding Programs: Budget Above $100,000, Postlethwaite & Netterville APAC
  • Integrated Branding Programs: Budget Below $100,000, Henry+Horne
  • Logo New or Refreshed, Lindquist LLP

Business Development Initiative

  • Customized Sales Initiative or Approach, Weinstein Spira

Collateral and Content Marketing

  • Announcements/Invitations, William Vaughan Company
  • Blogs, Henry+Horne
  • Brochures, Baker Tilly
  • Integrated PR Campaign, Collins Barrow Toronto
  • Publications and Newsletters, The Wolf Group

Events

  • Budget between $10,000 and $24,999, Henderson Hutcherson & McCullough
  • Budget less than $9,999, Rea & Associates Inc.
  • Budget about $25,000, Freed Maxick CPAs PC

Marketing and PR Campaigns

  • Client Service/Survey, Margolin Winer & Evens LLP
  • Direct Marketing Campaign, Rehmann
  • Integrated Marketing Campaign, Rehmann
  • Non-Technical Published and Featured Articles, Henry+Horne
  • Nurture/Lead Generation Campaign, EKS&H LLLP
  • Recruiting Campaign, Bergan KDV
  • Social Media Campaign, WithumSmith+Brown
  • Technical Published and Feature Articles, Baker Newman Noyes

Video and Multimedia

  • Program Budget above $10,000, WithumSmith+Brown
  • Program Budget below $9,999, Skoda Minotti

Website

  • Project Budget between $10,000 and $24,999, Henry+Horne
  • Project Budget above $25,000, Elliott Davis Decosimo
  • Project Budget below $9,999, BKD LLP

Members Choice

  • Website: Project Budget below $9,999, Whaley Hammonds Tomasello

AAM Announces Marketing Achievement Award Recipients

The Association for Accounting Marketing (AAM), the leading trade association focused exclusively on marketing and business development for the accounting profession, announced the recipients of its individual Marketing Achievement Awards (MAA) June 14 at its annual gala.

The event was held at the MGM Grand in Las Vegas during the organization’s 28th annual conference.

Jamie Thomas

Jamie Thomas

Jamie Thomas was inducted into the AAM Hall of Fame. Inductees must have 10 years or more of service and be known for their outstanding accomplishments as a leader of the association.

Thomas is a past president who helped AAM navigate through challenging times of transition and growth; served as a member and chair for various committees; spoken often at AAM conferences and has always said yes – many times before AAM even asked for help. Thomas happily shares experience with AAM members on many topics including how to get started at your firm, building firm culture, and so much more.

She is the first non-CPA to earn a partnership position with her firm The LBA Group of Jacksonville, Fla., which was acquired by Chicago-based BDO late last year.

Nicole Sterling was named Volunteer of the Year, which recognizes dedication to AAM, involvement on committees and/or special projects, as well as their professional accomplishments.

As chair of the website committee, Sterling, of RSW Accounting and Consulting of Montreal, Quebec, has given tirelessly to her role, whether it’s leading calls or working nights and weekends with other committees to ensure their sections of the website are working properly. From the new profile badges, to launching the marketer’s library, to building new sections and functionality, she’s constantly finding ways to maximize the ways to use AccountingMarketing.org, AAM Connect and the AAM Portal.

Jeshanah McLeod

Jeshanah McLeod

Jeshanah McLeod was honored as Rookie of the Year, which recognizes a marketer on the rise, who demonstrates distinction in the field. The Rookie of the Year shows creativity, initiative and ambition.

McLeod, of Lancaster, Pa.-based Brown Schultz Sheridan and Fitz, was hired as a marketing coordinator in September 2015. Her performance was deemed to be well above the expectations of the firm as she helped to revitalize her firm’s marketing efforts in her first year, which resulted in her title being changed to marketing director in February 2016. Educating the firm on the importance of marketing, this honoree presents initiatives in a way that helps the firm better understand how marketing initiatives benefit them.

Marks Paneth Announces Opening of Florida Office

New York-based Marks Paneth (FY15 net revenue of $110.9 million) is opening an office in Boca Raton, Fla.

The office will initially provide tax and estate planning services for high-net-worth individuals and family offices in the South Florida region. The firm intends to build on this platform to attract new clients across additional practice areas.

“The Florida market is a natural extension of the services and expertise offered by Marks Paneth throughout the Northeast,” says MP Harry Moehringer. “This move will enable us to provide a greater level of service continuity to our clients who spend part or all of the year in Palm Beach and Broward Counties, as well as open doors to new client relationships.”

In addition to the firm’s expansion into Florida, Marks Paneth has recently enhanced its East Coast presence with expanded offices in Purchase, N.Y., and Parsippany, N.J., and the acquisition of several firms in New York City and Pennsylvania.

Weiner Named Chair and CEO of Marcum, Bukzin Named Vice Chair

Jeffrey Weiner

Jeffrey Weiner

The executive committee of New York-based Marcum (FY15 net revenue of $412.4 million) has named Jeffrey Weiner chair and CEO and David Bukzin vice chair.

Weiner previously served as MP, a position he had held since 1990. Bukzin held several titles, including PIC of Marcum’s SEC services practice group. He will continue to lead the national SEC practice as well as the firm’s New York office.

Other leadership titles at the office and service line management levels have also been changed.

David Bukzin

David Bukzin

“All of these changes will help support Marcum’s continued growth and better align the firm with others in the accounting industry,” Weiner says. “As Marcum has expanded into new geographies and service offerings and absorbed other firms with their own cultures, it has become more complex over time to maintain a clearly defined leadership system. These changes will simplify things and make it easier for clients and future partners to understand our structure.”

Under Weiner’s leadership, Marcum has expanded from a one-office regional firm of 20 employees to a firm ranked among the largest in the United States.

CohnReznick Adds Three New Members to Its Executive Board

David Kessler

David Kessler

New York-based CohnReznick (FY16 net revenue of $589 million) has elected the following partners to serve as the newest members of the firm’s executive board: David Kessler, Mike Micholas and Alan Wolfson.

The board, including CEO, is responsible for the firm’s business and growth strategy and oversees the day-to-day operations of the management committee.

Each member’s term is three years with provisions for reelection. This year, Risa Lavine, principal and chief of staff, was re-elected to the board.

“As our newest board members, David, Alan and Mike bring diverse perspectives as representatives of distinct regions and industries in our firm,” says CEO Frank Longobardi.

Mike Micholas

Mike Micholas

Kessler is national director of the commercial real estate practice. He has more than 30 years of experience providing audit, tax and management advisory services to the real estate and financial services industries, representing clients nationally

Micholas is regional MP of CohnReznick’s Mid-Atlantic region. He has more than 30 years of auditing, accounting, tax and consulting experience. His responsibilities include developing profitable business opportunities, coordinating federal government contracting work and charting the future direction of the region.

Alan Wolfson

Alan Wolfson

Wolfson is OMP of the fim’s New York office, CohnReznick’s headquarters. He has more than 30 years of diversified public accounting, tax and consulting experience, and provides advisory services to his clients that help them position their businesses for growth and maximize available tax benefits.

The other members of CohnReznick’s Executive Board are: Longobardi, Lavine, Kevin Clancy, Keith Denham, George Klenovich, Michael Monahan, Scott Sachs, Ira Weinstein, Michelle Fleishman (ex-officio), Robert DeMeola (ex-officio).

Grant Thornton Names Poveda PIC of the Albany Market

Michael Poveda

Michael Poveda

Chicago-based Grant Thornton (FY15 net revenue of 1.5 billion) has named Michael Poveda as PIC of the Albany market. In this role, Poveda will focus on client service, growth and talent development in the Northeast.

“Mike will do a fantastic job leading our Albany market, building on our investment and momentum in upstate New York,” says Frank Kurre, Grant Thornton’s Metro New York and New England MP. “He brings remarkable leadership qualities, and significant experience in audit and advisory engagements that will foster continued success for our clients.”

Poveda joins Grant Thornton with more than 20 years of public accounting experience providing assurance and business advisory services to public and private companies. In his previous role, he led cross-functional, diverse teams delivering services to clients ranging from multinational Fortune 500 companies to successful startups, and was a partner at Deloitte.

Bolinger to Retire as CEO of Indiana CPA Society

Gary Bolinger

Gary Bolinger

Gary Bolinger, president and CEO of the Indiana CPA Society (INCPAS), will retire on Dec. 31 after 33 years of service.

Bolinger joined the Society in 1984 as field activities director. He was appointed interim executive director in 1990, was promoted to full-time executive director in 1991, and in 1999 was named president and CEO. Under Bolinger’s leadership, the Society has revamped its organizational structure to better leverage volunteers and talent, become more proactive in legislative and regulatory affairs, overhauled its strategic planning process, initiated award-winning diversity programs, and implemented the statewide INCPAS Professional Issues Update, which he has presented for 17 years.

Other major highlights from recent years include:

  • Establishment of the award-winning CPA Center of Excellence®
  • Development of an Integrated Report
  • Celebration of the organization’s centennial anniversary
  • The addition of competency-based learning as an option for CPA license renewal.
Indiana is the first state in the country to do so.

“Gary has been an outstanding CEO,” says INCPAS Chairman John Sauder. “He is the driving force that’s put INCPAS in the pioneering state it’s in today.”

His successor – current senior vice president and COO Jennifer Briggs – will begin serving as president and CEO on Jan. 1, 2018. “Jennifer is well prepared to take on this role,” says INCPAS chair-elect Doug York. “She brings talent in many areas, not least of which is her ability to connect with all our members, regardless what field or stage of their career they’re in.”

Sikich Names Murphy PIC of Manufacturing and Distribution Practice

Jerry Murphy

Jerry Murphy

Naperville, Ill.-based Sikich (FY15 net revenue of $116.6 million) has named Jerry Murphy the new PIC of its manufacturing and distribution practice. Murphy has more than 25 years of experience working with manufacturing companies on assurance, operations improvement, strategic planning, and mergers and acquisitions.

“Our firm has deep experience in the manufacturing and distribution industry,” Murphy says. “My goal is to build on that experience and give our teams the tools they need to stay on the cutting edge of industry developments. This will enable us to continue to address a range of client needs in a time of disruptive change for manufacturing and distribution.”

Sikich’s manufacturing and distribution practice provides accounting, technology, supply chain, and advisory and managed services to manufacturers, wholesale distributors, and warehousing and storage companies.

“Jerry has spent his entire career helping manufacturers and distributors develop creative solutions that improve their business operations and bottom line,” Sikich CEO Chris Geier says. “As the leader of our manufacturing and distribution vertical, he will help us continue to sharpen our expertise and enhance the many services we offer clients in this industry.”

AICPA Launches Program to Spur Innovation

The AICPA and CPA.com are jointly sponsoring an initiative to accelerate the growth of early-stage companies that could have significant impact on the accounting profession. The goal is to promote innovation and give the profession early insight into disruptive technologies and services in finance and business.

The Association of International Certified Professional Accountants and CPA.com Startup Accelerator will look to support up to five early-stage companies over the next year.

It will focus on startups in two key areas: 1) Technology and Financial Information, which could include advances in artificial intelligence, automation of routine tasks and the application of blockchain/digital ledgers, and 2) Professional Competency Innovation, which can encompass machine learning to personalize professional education, collaboration tools for mentors and experts, and improvements in measuring professional competency, among other categories.

“The Association and CPA.com have a deep base of knowledge and resources to offer entrepreneurs looking to find a foothold in the accounting ecosystem,” says Lawson Carmichael, the Association’s executive vice president for strategy, people and innovation. “And for us, the startup accelerator offers a chance to ‘see around corners’ and take a more long-range view of opportunities in business transformation and innovation. There’s a compelling business case for collaboration.”

The startup accelerator will offer benefits to entrepreneurs in three ways:

  • Provide up to $20,000 in funding per finalist
  • Access to subject matter experts, including an advisory panel of thought leaders in the accounting technology field, who can provide coaching and mentoring on issues and opportunities unique to the profession
  • An opportunity to showcase their product or service next June at AICPA ENGAGE 2018, one of the largest accounting-related events in the United States.

Applicants from all global markets are eligible. Submissions by startups are due by Oct. 5. Interested companies who want more information can contact Greg Lafollette, a strategic advisor with CPA.com, greg.lafollette@hq.cpa.com, or Mark Brooks, a member of the AICPA’s innovation team, mark.brooks@aicpa-cima.com. To apply for consideration or learn more details about the startup accelerator, visit aicpaglobal.com/accelerator.

Canada’s MNP Announces Two Mergers

Calgary, Alberta-based MNP, one of Canada’s largest accounting firms, has announced two mergers: Calliou Group, an Aboriginal-owned consulting firm in Calgary, and McDonald Thorne and Associates of Brockville, Ontario, an accounting and consulting firm.

Calliou Group joined MNP June 1. While Calgary-based Calliou Group was looking for an opportunity to offer more specialty services to its Aboriginal clients, MNP was looking to add more resources and capabilities to serve Aboriginal communities; a growing and key client group, the firm announced.

“Over the next 25 years, there will be many major development projects in Canada that will impact indigenous communities,” says Clayton Norris, vice president, Aboriginal services. With the addition of Calliou Group, we have a greater ability to develop and implement innovative strategies and solutions for the benefit of indigenous communities and all Canadians.”

Founded in 2008, Calliou Group has grown to become a strategic Aboriginal consultation specialist group for Aboriginal communities, government regulators and natural resource developers.

“What specifically drew us to MNP, was the fact that for more than two decades, MNP has partnered with over 200 Aboriginal communities across Canada and recognizes the needs of Aboriginal communities both in their unique planning and decision-making processes,” says Tracy Campbell, founder and owner, Calliou Group. “As the marketplace evolves, we believe becoming part of a national firm with an emphasis on local client-service delivery resources will serve our clients well and position us for continued success and growth.”

The Calliou Group team of five will move into the MNP Calgary office in early summer of 2017.

In addition, MNP announced that McDonald Thorne and Associates (MTA) will merge on July 1. While MTA was looking to deliver more specialty services to clients, MNP was looking to add resources and expand its presence in the Brockville area with a well-respected and client-focused firm that shares the same values.

“Long a manufacturing base for eastern Ontario, Brockville is successfully adapting to disruption and new economic realities by refocusing on other industries. This proactive approach and willingness to embrace change is what makes Brockville one of Canada’s fastest-growing economic hubs,” says Mike Dimitriou, MP for the Ottawa region.

MTA is an established firm of chartered professional accountants and consists of one partner, Hugh Thorne, and six team members, including Carl DeJong, who will also join MNP as a partner. MTA serves diverse industries, including clients in the agriculture and manufacturing sectors. Founded in 2002, the firm provides a wide range of accounting, tax and business advisory services in areas such as process improvement, valuations, succession services and more.

“As the marketplace evolves and business needs become more complex, we believe returning to the fold of a national firm with a local client service philosophy and greater breadth and depth of services and resources will serve our clients well,” says Thorne. “MNP serves a diverse group of clients – including businesses in the fields of agriculture, technology and media, professionals, real estate and construction, and more – and truly understands both the region and our clients’ needs.”

The MTA team will remain in their current location initially, before moving into MNP’s Brockville office once renovations have been completed.