ConvergenceCoaching Recognizes Graduates of Transformational Leadership Program

Leadership and management consulting firm ConvergenceCoaching recently completed the 2019-2020 spring program of its Transformational Leadership Program (TLP) with 25 new graduates. The TLP is a one-year accelerated educational program for CPA and consulting firm new partners and emerging leaders.

“We are excited to celebrate this group of leaders and all they have accomplished during the TLP,” says TLP coach Renee Moelders. “They are in a prime position to apply the change management concepts they’ve learned as they navigate these unprecedented times with their teams and fellow leaders. We are confident in their ability to think strategically and help their firms and clients make decisions and address opportunities and challenges.”

The spring 2019-2020 TLP graduates are:

  • Joseph Ali, partner, PKF O’Connor Davies
  • Mike Arens, tax manager, HBE LLP
  • Troy Banker, shareholder, Geffen Mesher & Company
  • Benjamin Beskovic, tax partner, PKF O’Connor Davies
  • Jamee Bollinger, senior accountant, Grimbleby Coleman
  • Kelly Buck, audit senior manager, Windes
  • Lisa Carrick, partner, Windes
  • Jennifer Decker, partner, Hogan-Hansen
  • Eve Fugiel, senior manager, Weiss & Company
  • Samantha Graboff, partner, Windes
  • Mitch Green, staff accountant, Geenen & Kolean
  • Melanie Jobgen, partner, Casey Peterson
  • Nick Kinsler, senior manager, WellsColeman
  • Greg Malcolm, shareholder, Geffen Mesher & Company
  • Laura Monaghan, partner, Hogan-Hansen
  • Wendy Moran, partner, McGowen Hurst Clark & Smith
  • Bryce Nations, tax partner, Frazier & Deeter
  • Michelle O’Reilly, partner, PKF O’Connor Davies
  • Jennifer Penning, office director, Hogan-Hansen
  • Nalini Singh, senior accountant, Grimbleby Coleman
  • Mike Sippel, principal, Green Hasson Janks
  • April Swartz, owner, Varney & Associates
  • Brandon Waller, audit manager, Weinstein Spira
  • Jim Wilde, tax senior manager, Windes
  • Jonathan Zuckerman, partner, PKF O’Connor Davies

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James Cordova Takes Over at Windes

James Cordova

Long Beach, Calif.-based Windes announced that James Cordova has been elected MP to succeed John Di Carlo, who will remain on the firm’s board of directors.

A nearly 30-year veteran of Windes and the chairman of the tax and accounting services department since 2008, Cordova becomes the firm’s eighth MP since its founding in 1926. Specializing in the analysis and selection of business entities, tax factors and implications related to business dissolutions, mergers and acquisitions consulting, Cordova’s practice includes clients in manufacturing, real estate, wholesale fuel, logistics and high-tech sectors, as well as high-net-worth individuals and family offices.

“I’m grateful for John’s leadership these past 11 years as we have grown the firm with two successful mergers, transformed the Windes brand and instituted progressive workflow processes,” says Cordova. “I look forward to continuing to improve and grow the firm. I am confident that the firm will continue to thrive during these unprecedented times.”

New Jersey Society of CPAs Names New COO

Theresa Hinton

Theresa Hinton has been named COO of the New Jersey Society of CPAs (NJCPA), replacing the retired Ellen McSherry.

Hinton’s long history with the NJCPA includes the past nine years heading up member engagement and chapter relations, as well as acting as interim director of continuing professional education. She had previously managed the organization’s membership development and chapter relations, and helped direct operations.

“We congratulate both Ellen on her retirement and Theresa on taking the reins as COO,” says NJCPA CEO and executive director Ralph Albert Thomas. “We thank Ellen for her dedication and commitment, and we are confident Theresa is well suited for the role. She brings a wealth of knowledge to the position.”

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Henry+Horne Admits Three New Partners

Kevin Bach

Tempe, Ariz.-based Henry+Horne, an IPA 200 firm, announced that Kevin Bach, Sharlynn Garza and Jessica Moulder have been admitted as partners.

Bach, who leads the data analytic niche, has been with the firm since 2012. He helped found the niche, which assists clients in setting up interactive dashboards and visualization tools.

Sharlynn Garza

Garza has been with Henry+Horne for 17 years, specializing in providing services for non-profit health care, membership organizations and grant-making foundations.

Moulder has been with the firm since 2005, overseeing accounting services for a variety of industries including not-for-profit and service organizations.

Jessica Moulder

The firm also announced that Jaimi Koechel has been promoted to principal to lead the marketing department.

“We are thrilled to have Jessica, Jaimi, Kevin and Sharlynn join Henry+Horne’s partnership/principal group,” say co-MPs Chuck Goodmiller and Chuck Inderieden. “Each brings unique skills and vision. They have dedicated themselves to advancing the firm while providing exceptional client-focused service.”

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Baker Tilly Names Christine Dahlhauser as MP for Wisconsin

Christine Dahlhauser

Chicago-based Baker Tilly, an IPA 100 firm, has appointed Christine Dahlhauser to succeed the retiring Kevin Heppner as MP for the Wisconsin market.

Dahlhauser joined the firm in 1991 and has held a number of leadership roles since that time, most recently as the manufacturing and distribution team leader in the Wisconsin market. In her new role, she will provide leadership, management and strategic direction in the areas of client service delivery, team member development and engagement and strategic growth.

“Christine is uniquely positioned to lead Baker Tilly’s continued success in Wisconsin,” says Baker Tilly CEO Alan Whitman. “She has deep roots in Madison, where our firm was founded, and has been an instrumental leader in the market.”

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New Jersey Society of CPAs Announces 2020-21 Board of Trustees

The New Jersey Society of Certified Public Accountants (NJCPA) has appointed the following professionals to its board of trustees:

  • President: Alan Sobel, SobelCo
  • President-Elect: Harry P. Wills III, Bowman & Company
  • Secretary: Jordan Amin, EisnerAmper
  • Treasurer: Carol Donatiello Iocca, WilkinGuttenplan
  • Immediate Past President: Kyle M. Sell, Deloitte & Touche
  • CEO and Executive Director: Ralph Albert Thomas, NJCPA

“New Jersey can benefit greatly by the collective wisdom, ideas and intellect of our CPA community,” says Sobel. “CPAs work tirelessly to ensure all kinds of businesses receive fair tax and economic advantages.”

In addition, the following individuals have been appointed as NJCPA trustees for the 2020-21 term:

  • Dennis Bartlett, Cullari Carrico
  • Michael J. Coletti, Mazars USA
  • Isabel Del Corral, McIntee Fusaro Del Corral
  • Joanne Geylin, EisnerAmper
  • Jesse M. Herschbein, Prager Metis
  • Noorus Khan, Smolin Lupin & Co.
  • Jason Lauretta, ADP
  • Justin D. O’Horo, Withum
  • Kathleen F. Powers, Matheny Medical and Educational Center
  • Michael A. Stillitano, Hapag-Lloyd
  • Christopher Stoop, EisnerAmper
  • June Toth, ZBT Certified Public Accounting & Consulting

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Rea & Associates Merges in Jones Battles Group

New Philadelphia, Ohio-based Rea & Associates, an IPA 100 firm, has acquired Jones Battles Group of Concord, Ohio.

The three employees of Jones Battles – Curtis Jones, Chris Bartlett and Pat Reno – will work out of Rea & Associates’ Mentor, Ohio, office, with Jones serving as an executive principal, Bartlett as a manager and Reno as a client service specialist.

“This merger supports Rea’s strategic growth plan and Jones Battles’ succession plan,” says Rea & Associates CEO Don McIntosh. “Combining our firms will better position us to provide accounting, auditing, tax and business consulting services in northeast Ohio and beyond.”

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Wendy Cama to Lead Audit Services at Crowe

Wendy Cama

Wendy Cama is the new MP of audit services for Chicago-based IPA 100 firm Crowe, taking over the role from Mark Baer, who is preparing to become the firm’s new CEO in April of 2021.

Cama, who recently served as the Northeast regional audit leader for the firm, has more than three decades of audit experience, specializing in the financial services industry. She has held several leadership roles, including being elected as the first woman to chair the Crowe board of directors in 2016. She currently serves as OMP in New York.

“Taking on this new role is not only a well-deserved highlight in Wendy’s accomplished career here at Crowe, but a milestone for the firm as she becomes our first female business unit managing partner,” says Crowe CEO Jim Powers. “Wendy embodies the firm’s core values of care, share, invest and grow. She leads by example and is a trusted resource for her clients and colleagues. Wendy will be an incredible steward for maintaining the highest standards of audit quality for the firm and the profession.”

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Postlethwaite & Netterville Admits Three Directors

Baton Rouge, La.-based Postlethwaite & Netterville, an IPA 100 firm, has admitted Greg Booth, Celeste McDonald and Don McLean as directors.

Booth has been with the firm since 2011 and works with the tax services group in the New Orleans area, focusing on strategic tax planning and general tax compliance services for closely held businesses and high-net-worth individuals in real estate, restaurants and professional services.

McDonald is a 10-year veteran of the firm in the New Orleans assurance group, working with clients ranging from large, public companies to small, private operations in industries including financial services, real estate, employee benefit plans, oil field services and manufacturing.

McLean works in the assurance group in Baton Rouge, largely servicing governmental clients with the implementation of new governmental accounting standards and auditing issues.

SC&H Capital Enters Into Joint Venture With Two Health Care Partners

SC&H Capital, an affiliate of Sparks, Md.-based IPA 100 firm SC&H Group, has announced a joint venture with health care consulting firms Healthcare Management Partners and I3 Healthcare Consulting.

The new partnership is designed to help the firm better serve the strategic and financial needs of clients facing the many complexities and headwinds facing the health care industry. Healthcare Management Partners has experience with skilled nursing facilities, and I3 Healthcare Consulting specializes in hospital management and consulting.

“We’re fortunate to have worked previously with both of these respected organizations,” says SC&H Capital managing director Ken Mann. “We know each other’s abilities and respect each other’s deep commitment to quality. Our groups have led large health care organizations through complex restructuring efforts, uncovered solutions to save organizations and jobs, and consolidated entities to meet the needs of the patients and communities they serve.”