Search Results for: Postlethwaite & Netterville

P&N Announces Three New Directors

Paul Douglas

Baton Rouge, La.-based Postlethwaite & Netterville (FY17 net revenue of $58.3 million) announced the promotion of three professionals to director.

Paul Douglas is a consulting director based in Baton Rouge, La. He joined the firm in 2013 and leads P&N’s IT risk advisory and IT compliance services. He helps clients navigate complex security and privacy laws, and turns them in to strategic action plans. Douglas works with a broad base of clients in the government, health care, technology, financial institution and education industries.

Amanda Strebeck is an audit director in Baton Rouge. She has been with P&N since 2003 and is a leader in providing assurance services in various industries, including governmental entities, non-profit organizations and financial institutions. She often consults with clients to evaluate and refine management processes and assists in the implementation of new accounting policies and procedures, while continuing to drive consistent, quality delivery of services throughout the firm.

Katherine Torres is a consulting director in New Orleans. She joined P&N in 2007 and provides management consulting services that focus on the most effective and efficient use of resources in client operations. This includes strategy development, process design and improvement, outsourcing, and project management in areas such as human resources, accounting, information systems and special projects.

“Paul, Amanda and Katherine have each worked extremely hard throughout their careers and have demonstrated a commitment to leading in the areas that make P&N who we are: providing exceptional client service, helping develop our people, growing our firm and working to fulfill our mission and reach our vision,” says Dan Gardiner, P&N CEO and managing director. “Each of these individuals brings valuable experience to our leadership and will continue to help our firm grow and succeed.”

 

P&N Launches Cybersecurity Solution for Businesses

Baton Rouge, La.-based Postlethwaite & Netterville (FY17 net revenue of $58.3 million) announced the release of CYBERVEIL security solution, a full suite of cybersecurity and forensic services. CYBERVEIL helps clients identify, protect, monitor and respond to cyber threats.

CYBERVEIL provides clients with a full-scope, fully customizable approach to 24/7 cyber monitoring and protection. It is ideal for organizations that have suffered a data breach, companies lacking IT staff with specific cybersecurity expertise, or those concerned their IT security programs are not as sophisticated as the ever-evolving cyber threats.

“Cybersecurity is one of the greatest risks to our clients, and with more than fifteen years of focusing on information security and data protection, this solution evolved based on our clients’ needs and regulatory environments. We believe it’s a clearer path for clients needing specific expertise in cybersecurity and risk management,” says Michael Richmond, director of technology services.v

IPA Spotlight On … Dan Gardiner, P&N

Name: Dan Gardiner
Firm: Postlethwaite & Netterville (P&N)
Title: CEO and Managing Director-Elect

Accomplishments:

Dan Gardiner

Dan Gardiner

  • Selected as incoming Chief Executive Officer and Managing Director of one of the largest CPA and consulting firms in the Gulf Coast and the only IPA 100 firm based in Louisiana
  • Leads P&N’s tax and consulting services groups to provide innovative business consulting services for clients throughout Louisiana
  • Serves as president of the Baton Rouge Chapter of the Society of Louisiana CPAs.
  • Served as corporate controller for a regional consumer packaged goods and distributions company and as corporate controller and financial reporting manager for a publicly traded international leasing company

It will be one year until you take over the top role at the firm. How are you preparing now?

Our firm has a well-defined succession process, which began over a year ago. In this last year of the transition, I will continue to work alongside P&N’s current CEO, Bill Balhoff, and the executive team on the strategic initiatives of our firm. Our firm was founded on the principle of providing the highest quality client service and that principle has been the hallmark of our growth and success over the years. A good portion of my time this year will be spent ensuring that our team knows that our culture and our foundation will not change with this transition.

P&N is a fast-growing firm and the largest based in Louisiana. With one office outside the state, in Houston, is the firm planning to expand in that area?

While we’ve had a Houston office for just over two years, we have had a strong client base for much longer, and are continuing our plans for growth in that market. Our main focus is ensuring our clients receive the highest in quality service. We have very talented resources in Houston and expect to continue our expansion of all service areas, assurance, tax, consulting and technology, in the greater Houston area. While we have growth goals for each our markets, we are more focused as a practice on having the right talent in place to ensure healthy growth that will lead to long-term relationships. Fortunately, given the close ties between Louisiana and Houston, we already have strong brand recognition, which is helping attract great talent.

You took an eight-year hiatus from the firm to work in industry. What did that experience teach you that you brought back to the firm?

I’ve always enjoyed the accounting profession, but in industry I did not feel the same level of passion about my work as in public accounting and consulting. For me the relationships you build with clients, the diversity of the engagements, and the focus on continual improvement are what drew me back to professional services. P&N’s consulting practice was the perfect fit for me and my experience, as it allowed me to leverage many of the experiences I had in industry. Additionally, being on the client side of the equation has reinforced to me the client service values our firm lives. I have plenty of real world experiences to share with our team members as they learn how to become trusted advisors.

As tax leader for the firm, are you concerned about automation changing the way you do business? Excited? Both?

Cognitive computing is predicted to automate or eliminate up to 40% of basic accounting work by 2020, according to Accenture. I believe that technology is going to be one of our greatest opportunities in the years to come. Automation can benefit our teams and clients by providing efficient and consistent delivery of service. In our own practice, we focus on integrating technology into business and accounting processes, which has helped many of our clients overcome significant challenges. However, I am certain that now more than ever we must have more personal relationships with our clients. Clients still want someone who can sit across the table and give them confidence that they have the professional team that can solve their challenges.

Final thoughts?

Our industry is going through tremendous change. We are doing things differently than ever before and thinking of things in different ways. And it is going to take our talented professionals to bring about the change that we need to continue to thrive as a firm. With innovation and a focus on our clients’ needs, we will be able to compete now and into the future.

Do you know someone else who would make a good Spotlight? Contact Christina Camara.

Legal Consultant Joins P&N

Kyle Mason

Kyle Mason

Baton Rouge, La.-based Postlethwaite & Netterville (FY15 net revenue of $53.2 million) announces that Kyle Mason has joined P&N as a director of business development, class action services.

Since 1999, P&N has processed billions of dollars in settlement claims, across a wide spectrum of practice areas including antitrust, product liability, environmental, labor and employment and others.

With over a decade of legal consulting experience, Mason will be a key addition to the firm’s class action and mass tort settlement administration team. He is based in Baton Rouge.

Prior to joining P&N, he held an executive leadership role for a nationally recognized class action and mass tort settlement administration company, cultivating relationships with class action clients. Mason will add a knowledge in antitrust, mass tort and consumer practice areas to the firm.

Throughout Mason’s career, he has always looked to develop solutions to clients’ challenges. Prior to his claims administration experience, Mason helped develop a proprietary software program designed to help clients review medical records more efficiently. In his new role, he will consult and advise clients on all aspects of class action and mass tort settlement administration.

“Kyle’s passion for innovation fits well with our focus on providing concise and well-organized settlement administration and we are excited to have him on the team,” says Mark Staley, director and leader of the consulting services group.

P&N Tech Launches POUNCE™

P&N Tech, the information technology subsidiary of Baton Rouge, La.-based Postlethwaite & Netterville APAC (P&N) (FY16 net revenue of $57.6 million) announced the release of its new custom-developed software application Pounce™.

Pounce is an easy-to-use, web-based system designed for service providers in the accounting, business consulting, legal and architect/engineer/contractor (A/E/C) industries. The purpose of the system is to provide employees access to marketing collateral and team member resumes to aid in business development and sales efforts.

Pounce’s core features include marketing material management, resume management and sales packet creation. Additional functionality includes powerful search capabilities and a mobile app to enable professionals to market themselves and their services on the go.

P&N has been using Pounce as a firm-wide business development and marketing tool since January, and recently made it available to other accounting and business consulting firms through its product launch at the Association for Accounting Marketing (AAM) 2016 Annual Summit last month in New Orleans.

The development of Pounce was a collaborative effort between the application development team of P&N Tech and the marketing and business development professionals of Postlethwaite & Netterville. Learn more about Pounce at www.GoPounce.com.

Elliott Joins P&N as Associate Audit Director

Tom Elliott

Tom Elliott

Baton Rouge, La.-based Postlethwaite & Netterville APAC (P&N) (FY15 net revenue of $53.2 million) announced that Tom Elliott has joined P&N as an associate audit director in the firm’s Lafayette, La., office.

Elliott has more than 19 years of audit experience. As an associate audit director, he performs and supervises audits as well as prepares financial statements for clients with a variety of industry backgrounds. Prior to working for P&N, Elliott served as an audit manager for a public accounting firm where he worked with a wide variety of commercial businesses.

P&N Admits Rachel as Tax Director

Gina Rachel

Gina Rachel

Baton Rouge, La.-based Postlethwaite & Netterville APAC (P&N) (FY15 net revenue of $53.2 million) announced that Gina Rachel has been admitted to P&N as a tax director in the firm’s New Orleans area practice.

Rachel joins the firm with more than 18 years of public accounting experience. She has extensive experience in preparing and reviewing individual, corporation, partnership, trust, non-profit, estate and gift tax returns. She has assisted numerous clients in tax planning and has also represented clients before the IRS, Louisiana Department of Revenue and parish agencies. Prior to joining P&N, Rachel worked as a senior tax manager at a New Orleans accounting firm, where she implemented and trained staff on policies and procedures, tax software and tax regulations.

P&N Named One of the Best Places to Work in Baton Rouge

Baton Rouge, La.-based Postlethwaite & Netterville (FY15 net revenue of $53.2 million) was recently named as one of the 2015 Best Places to Work in Baton Rouge.

The awards program is a project of the Greater Baton Rouge Business Report, the Greater Baton Rouge SHRM, an affiliate of the Society for Human Resource management and Best Companies Group.

This program identifies, recognizes and honors the best places of employment in Baton Rouge. Companies from across the region entered the two-part process in determining the Best Places to Work in Baton Rouge. The first part evaluated each company’s workplace policies, practices and demographics. The second part consisted of an employee survey to measure the employee experience.

P&N is honored to be recognized as one of the Best Places to Work in Baton Rouge. The firm is focused on creating a dynamic, successful environment where team members can spend their entire careers growing and achieving their goals. P&N values their team members and invests in them through training, education, tools and mentorship in support of their success.

Madere joins P&N as Audit Manager

Julie Madere

Julie Madere

Baton Rouge, La.-based Postlethwaite & Netterville (FY15 net revenue of $53.2 million), is proud to announce that Julie Madere has joined P&N as an audit manager in the firm’s Baton Rouge area office.

Madere has 12 years of accounting experience in both pubic accounting and industry. As an audit manager, she performs and supervises audits as well as prepares financial statements for clients with a variety of industry backgrounds. Prior to working for P&N, she worked as a financial accounting manager at a large health care organization in Baton Rouge, where she supervised the preparation of financial statements, managed the budget process, and served as a resource for the executive leadership and department directors

P&N Admits Dressler as an Associate Director

Baton Rouge, La.-based Postlethwaite & Netterville APAC (P&N) (FY15 net revenue of $53.2 million) admitted Gary Dressler as an associate director in the firm’s New Orleans area practice, effective June 15.

Dressler joins P&N with more than 20 years of SALT compliance, consulting and planning experience. Prior to joining P&N, Dressler served as a state tax resource at a Big 4 accounting firm where he worked with companies in various industries, including health care, transportation, oil and gas, utilities, chemicals, retail and distribution, restaurant and telecommunications. At P&N, he will focus on all matters pertaining to Louisiana state and local taxation.