Search Results for: Baker tilly Virchow

Baker Tilly, RGL Forensics Are Merging

Alan Whitman

Chicago-based Baker Tilly Virchow Krause (FY18 net revenue of $578.4 million), ranked No. 13 on the 2018 IPA 100 list, and Englewood, Colo.-based RGL Forensics are combining, the firms announced.

The merger represents an opportunity for expansion in several markets, especially in New York where both companies already have a presence.

“The combination of RGL and Baker Tilly deepens our firm’s expertise in forensic accounting services and gives RGL greater resources and capacity to serve clients on a larger scale,” Baker Tilly CEO Alan Whitman said in an emailed statement. “This merger represents strategic growth for both firms nationally and globally.”

The merger will be in full effect by the end of the year. Meanwhile, RGL will continue to operate under its current brand.

RGL CEO Angela MacPhee also issued a statement: “We are proud of our lasting relationships with our clients around the world and our reputation for providing financial clarity to our clients. Combining our full team with Baker Tilly gives us a wider platform and more delivery channels to better serve our clients.”

RGL is an international firm of accounting, valuation and technology professionals specializing in the quantification of economic damages, financial analysis, fraud investigation and expert witness services.

The combination of RGL and Baker Tilly expands both firms and gives Baker Tilly an international presence.

 

Baker Tilly Appoints New Pittsburgh Managing Partner

Nicolas Glorieux

Nicolas Glorieux

Chicago-based Baker Tilly Virchow Krause LLP (FY18 net revenue of $578.4 million) announced that partner Nicolas Glorieux has been named MP of the firm’s Pittsburgh office. As MP, Glorieux will be responsible for the day to day operations and management of the firm’s 85-person Pittsburgh office.

“For those of us fortunate to work with Nico, we know he is the right leader at the right time in Pittsburgh. Last year, firm leadership selected Nico to be among our firm’s first group of growth partners – a testament to his exceptional blend of technical know-how and strong business development skills,” says Kevin Heppner, MP of Baker Tilly’s Midwest region. “I look forward to great things to come with his leadership.”

Glorieux has more than 20 years of public accounting experience, the last 10 with Baker Tilly. His practice is comprised of public and private companies, specifically middle-market companies in the commercial, manufacturing and distribution industries. Glorieux additionally continues to lead the Pittsburgh employee benefit plan practice. He specializes in providing guidance on technical accounting issues and best practices for implementing new accounting standards, topics he routinely speaks on at industry events.

“I am excited and honored to be named managing partner of the Pittsburgh office,” says Glorieux. “I have spent my entire career in the Pittsburgh marketplace and look forward to continuing to serve clients and support our team of extremely talented local professionals.”

Baker Tilly Admits 11 New Partners

Chicago-based Baker Tilly Virchow Krause LLP (FY17 net revenue of $546.6 million) has admitted 11 new partners specializing in a variety of industries and services across the firm, effective June 1.

“Our new partners exemplify Baker Tilly’s core values of collaboration, integrity, passion and stewardship,” says chairman and CEO Alan Whitman. “These valued business advisors are role models who demonstrate depth of expertise and are thought leaders within our profession. We are proud of these new partners and look forward to them helping guide the bright future of our firm.”

The firm’s newest partners are:

  • Damon Busse, Assurance Professional Practice Group (Madison, Wis.)
  • Daniel Buttke, Assurance – Financial Services (Appleton, Wis.)
  • Stephanie Gensler, Tax – Manufacturing and Distribution (Appleton)
  • Kirk Gilson, Assurance – Commercial (Chicago)
  • Nick Goodman, Assurance – Commercial (Washington, D.C.)
  • Tina Huisman, Assurance – Construction and Real Estate (Madison)
  • James Munuhe, Tax – Construction and Real Estate (Washington, D.C.)
  • Peter Noce, Tax – Commercial (Melville, N.Y.)
  • Nicole Szczepanek, Tax – Manufacturing and Distribution (Chicago)
  • Veronica Valdez, Tax – Commercial (Melville)
  • Marc Valente, Tax – Commercial (Melville)

Christen, Chairman of Baker Tilly International, to Join CPA.com Board

Tim Christen

Tim Christen

Tim Christen, former chairman of the AICPA, has been named to the board of directors of CPA.com.

Christen is currently chairman of Baker Tilly International and formerly CEO of Chicago-based Baker Tilly Virchow Krause LLP (FY17 net revenue of $546.6 million). As chair of the AICPA, he championed innovation and rapid technology adoption. He also played a key role in securing membership approval for the formation of the Association of International Certified Professional Accountants, the 650,000-member global accounting organization that serves as the unified voice of the AICPA and the Chartered Institute of Management Accountants (CIMA).

“Tim brings an important strategic perspective to our board,” says Erik Asgeirsson, president and CEO of CPA.com. “As an experienced and respected firm leader, his insight and guidance will inform how we work with firms to transform core practices areas.  It’s an exciting time for both the company and the profession and we’re fortunate to have someone with Tim’s background join the board at this critical juncture.”

“We’re entering a critical time regarding the evolution of the audit and how that impacts the profession,” says Barry Melancon, president and CEO of the AICPA. “Having someone with Tim’s large firm and auditing background on the CPA.com board will help us greatly in setting our strategic roadmap.”

Rodgers Rejoins Baker Tilly as Partner in Commercial Practice

Matt Rodgers

Matt Rodgers

Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million) admitted Matt Rodgers as a partner in the commercial practice. He will provide audit and advisory services to public and private clients in technology, government contracting, private equity and other high-growth sectors.

Rodgers originally joined Baker Tilly in 2004 and served as an engagement partner in the commercial audit practice based in Washington, D.C. before leaving the firm in 2012 to pursue other opportunities. In the time since, he served as practice leader in a boutique advisory and accounting firm focused on consulting to and advocating on behalf of publicly-traded and privately-held companies as they planned, executed and reported on the effects of mergers and acquisitions, divestitures, capital raising activities and complex revenue recognition transactions.

“Matt brings extensive expertise serving technology, government contracting and other emerging businesses,” says Washington, D.C. OMP Todd Stokes. “He has a stellar reputation in the marketplace as a trusted advisor on technical accounting, financial reporting and thoughtful business advice.”

“The quality of the people and the strength of the culture at Baker Tilly initially attracted me to the firm and both played a central role in my decision to return,” says Rodgers. “The depth of the firm’s professional expertise, the breadth of the firm’s service offerings and a culture built upon integrity, passion, stewardship and collaboration have launched Baker Tilly from a well-known and respected regional firm to a major player at the national level.”

Baker Tilly Chief Information Officer Elected Chair of ITA Board of Directors

Allen Smith

Allen Smith

Chief information officer of Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million), Allen Smith has been elected chair of the Information Technology Alliance (ITA).

ITA is an independent membership association comprised of mid-market technology professionals, consultants and product and service providers. The organization is a community that connects IT professionals to share ideas and best practices to improve the way companies leverage information technology.

“I am committed to doing what I can to help strengthen the mission and promote the influence of this outstanding organization,” says Smith.

Smith has more than 20 years of experience leading information technology functions for public and private companies of all sizes. He leads the technology strategy for Baker Tilly with a focus on leveraging processes, systems and applications to improve the workplace experience for team members and service delivery for clients.

“Allen is an innovative and committed member of Baker Tilly’s leadership team,” says COO Brandon Andries. “We are proud of his appointment and are confident he will bring great value to the ITA as the organization’s chair.”

Ferro of Baker Tilly Named to AICPA Council

Jeff Ferro

Jeff Ferro

Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million) congratulates Jeff Ferro regional MP and Philadelphia OMP, on being named to the AICPA Council.

“This is an exciting time in our profession and I look forward to playing a role in shaping its future,” Ferro says.

Ferro has more than 30 years of public accounting experience, working with clients across all industries. He was president of ParenteBeard until joining Baker Tilly in 2014, when the two firms merged. As regional MP, Ferro oversees five business units in Baker Tilly’s east region. He is a member of the firm’s board of partners and national management committee, focusing on collaborative and strategic growth of Baker Tilly’s industries and specialized services.

“Jeff is an accomplished leader who will be a strong advocate for the accounting profession in this role,” says Baker Tilly Chairman and CEO Alan Whitman.

Baker Tilly Admits Siebenaller as Partner

Kurt Siebenaller

Kurt Siebenaller

Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million) admitted Kurt Siebenaller to the Southfield, Mich., office as a partner.

“Kurt’s in-depth of knowledge of the construction, real estate, manufacturing and other for-profit industries combined with his understanding of the Detroit marketplace will make him an invaluable asset to clients within the region,” says Patrick Killeen, Michigan OMP.

Siebenaller has more than 25 years of experience in public accounting. His extensive knowledge of tax planning, tax minimization, business planning and compliance matters allows him to offer value-added services to clients in alignment with their growth goals.

Baker Tilly Expands Financial Services Specialization

Anna Kooi

Anna Kooi

Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million) announced the expansion of its financial services practice in Chicago.

“We are excited to expand the breadth and depth of our financial services expertise with the addition of Anna and Kaelan,” says Christine Anderson, leader of the financial services practice and MP of growth and specialization. “Their experience and capabilities will help us meet the expanding needs of clients in the Midwest as well as within our national footprint.”

Kaelan Ward

Kaelan Ward

Anna Kooi, partner, is admitted to the practice with more than 18 years of experience serving insurance, depository and lending, and asset management organizations through attest and consulting solutions.

Kaelan Ward, director of business development, joins the firm with more than 10 years of experience connecting financial services organizations including asset management, private equity and depository and lending organizations with professional services to facilitate growth and solve complex challenges.

Baker Tilly Adds Ross to National Cybersecurity Specialization

David Ross

David Ross

Chicago-based Baker Tilly Virchow Krause (FY17 net revenue of $546.6 million) welcomed David Ross to its cybersecurity and information technology risk services practice. Ross joins the firm’s Washington, D.C., office as a principal. He has more than 25 years of experience serving clients in the pharmaceutical, health care, scientific research, energy and information technology industries.

“David’s innovation and thought leadership will drive creative solutions with positive results for our clients. He enhances our ability to help clients safeguard information so they can remain focused on mission-critical objectives,” says Raina Rose Tagle, national practice leader for risk, internal audit and cybersecurity.

Ross specializes in cybersecurity strategy, innovation strategy and execution, business transformation and driving entrepreneurial initiatives, including successful new business creation, new market penetration and forging new business models across a variety of industry verticals

“Baker Tilly’s focus on specialization is what sets the firm apart,” says Ross. “The firm’s continued investment in critical client services like cybersecurity and IT risk uniquely position us to provide superior, tailored solutions to our clients.”