ARIZONA
Michael Tobiason has joined the Phoenix office of REDWLLC as a practice leader in the firm’s Business Valuation, Forensic and Litigation Services Department.
CALIFORNIA
Hemming Morse LLP Forensic and Financial Consulting Services partner Steven Boyles has been appointed co-chair of the Forensic Accounting & Litigation Support Specialty Group of The International Accounting Group. Christopher Baratta has joined Grant Thornton LLP as a managing director in the firm’s Health Care Advisory Services practice, based in the San Diego office. In this role, he will lead Health Care Advisory Services for Grant Thornton’s West region. Thirteen new tax professionals have earned their Certified Tax Coach designation after completing the American Institute of Certified Tax Coaches' three day training academy. The CTC designation provides advanced training in proactive tax planning ensuring each attendee graduates knowing how to save their clients thousands of dollars that would otherwise be wasted on unnecessary taxes. The 13 graduates are: Yohan Atlan, Dean Vance, Craig Alcock, Raquel Mack, Dani Lassiter, Carl Hanton, Thomas Gearhart, Ahmad Foaud, Rose Drieslein, Thomas Codington, Leslie Kotrba, Larry Tew and Naga Vedula.
COLORADO
Rob Ward, a partner in PwC's Technology industry group, will be relocating back to the firm's Denver office from San Jose, California. In his new role, Ward will be responsible for working with technology and other start-up companies to navigate through complex issues such as revenue recognition, public equity offerings and international expansion.
FLORIDA
Frank Peña has joined Kaufman Rossin as an assurance and advisory services principal. Peña has more than two decades of prior experience in public accounting in Florida and New York, where he has provided services in financial reporting and attestation, operational performance and internal control, forecasting and financial modeling, and mergers and acquisition. His experience includes financial statement audits of multi-national corporations and privately-owned organizations in a wide range of industries.
GEORGIA
Keith Daniel has been appointed chief financial officer of Warbird Consulting Partners LLC. He has over 35 years of accounting and financial experience with nearly 20 years of financial executive experience. For over a decade prior to his new role, he was engaged in three different client projects at Warbird and has provided CFO and Controller services at the interim and project manager levels for numerous clients through consulting firms.
ILLINOIS
Christine Golz, a firm administrator at Weltman Bernfield LLC, received the 2015 ACE Award from the Association for Accounting Administration. Sydney Garmong, a partner at Crowe Horwath LLP, was elected Chairman of The Financial Managers Society. Garmong, along with other volunteers on the board of directors, is charged with guiding the association in its mission to enhance the professional development of its members—CFOs, controllers, internal auditors, risk managers and other financial professionals from community banks, thrifts and credit unions.
KANSAS
The Association for Accounting Marketing inducted Michelle Golden, KCoe Isom Growth Leader and Principal, into its AAM Hall of Fame. The highest honor in the field of accounting marketing, inductees must have served over 10 years in the accounting marketing profession and be recognized industry wide for their leadership and accomplishments, as well as contributions to AAM.
KENTUCKY
DMLO CPA’s director, Jennifer Hughes, has been elected to the Americas Regional Board of Directors of BKR International, a worldwide association of leading accounting firms.
LOUISIANA
Gary Dressler has joined Postlethwaite & Netterville as an associate director in the firm’s New Orleans area practice.
MARYLAND
Ellin & Tucker’s managing director, Edwin Brake, has been appointed to Betamore’s newly-formed advisory board a group of more than 50 well-established business leaders who will help the award-winning Federal Hill-based nonprofit incubator achieve its mission to make Baltimore a leading global entrepreneurship destination. As an advisory board member, Brake will provide resources and counsel to Betamore, to help its members build their businesses.
MISSOURI
Audrey Katcher, a partner in RubinBrown’s Business Advisory Services Group, was elected to the Missouri Society of Certified Public Accountants Board of Directors. Katcher will serve a three-year term, beginning July 1.
NEW JERSEY
Bowman & Company LLP recently recognized the recipient of the. Courtney Guglielmo has won the 2015 Lisa A. Donahue Scholarship. The Lisa A. Donahue Scholarship is given in honor of Mrs. Donahue who lost her battle with cancer seven years ago and in recognition of her long and dedicated service to the CPA profession. She was a partner in Bowman & Company LLP at the time of her death. The scholarship is given in conjunction with the New Jersey Society of Certified Public Accountants. Guglielmo, of Clayton, NJ, completed her undergraduate degree in Accounting from Rowan University in May 2015 and will attend Clemson University in the fall to study for her Master of Professional Accountancy degree. Carol Donatiello Iocca has been elected Trustee of the New Jersey Society of Certified Public Accountants for a three-year term beginning June 1, 2015. Donatiello Iocca, is a partner at Wilkin & Guttenplan in East Brunswick. She joined the New Jersey Society of CPAs in 1981 and is a member of the NJCPA Peer Review Executive and Audit committees and the Accounting & Auditing Standards Interest Group. Andrew Ayala was promoted to audit manager at Rotenberg Meril, Diane Opuda was promoted to financial outsourcing manager, Paula Hernandez to financial outsourcing supervisor, Matthew Rutkowski to audit senior, John Knox to audit senior and Rocco Ignozza to audit semi-senior.
NEW YORK
Greg Falk has joined BDO USA as the principal and tax lead of the Transaction Advisory Services practice in the firm’s New York City office. David Cruickshank, previously chairman of Deloitte UK from 2007 to 2015 and a member of its Board, has been appointed as the new Deloitte Global Chairman of the Board. Effective June 1, Cruickshank succeeds Steve Almond, who recently retired after serving as Chairman for the past four years. Margaret Shanley has been named a principal CohnReznick’s Transaction and Advisory Services Practice Leader. Jeremy Swan was named principal in the firm’s Private Equity and Venture Capital Industry Practice Leader with additional responsibility for leading the M&A Consulting Services Practice. Ken Baggett, co-Chief Executive Officer at the firm has been elected to serve as its first Chairman of the Board and elected Kevin Clancy, Risa Lavine, and Ira Weinstein to serve as members of the Executive Board. Baggett will begin his role as Chairman on October 1, 2015, when he and Tom Marino step down as co-CEOs. As previously announced, Frank Longobardi will become the Firm’s new CEO at that time. Jill Johnson and Stephanie Bottomley were recognized for their contributions to the Healthcare Financial Management Association at the annual awards ceremony. Johnson was awarded the Founders Medal of Honor. Bottomley was awarded the Western New York Chapter of Healthcare Financial Management Association 2014-2015 Member of the Year Award. Jim Chaparro has joined PwC’s public sector practice as a managing director. Chaparro has had a distinguished career in federal law enforcement and as part of the national Intelligence Community. Prior to joining PwC, he served as Executive Vice President for Strategy at Strategic Enterprise Solutions and previously as Assistant Director for Intelligence, U.S. Immigration and Customs Enforcement, Homeland Security Investigations. Wayne Kamenitz has joined Mitchell & Titus LLP as executive director overseeing the firm’s employee benefits practice. Kamenitz joins the firm with more than 25 years of experience consulting with clients on employee benefits plans and executive compensation, working closely with employee benefit plan services groups to provide technical assistance on qualified plan issues. He was most recently EY’s Human Capital Talent & Reward Regulatory Risk & Compliance Service Line leader.
OHIO
Kristie Farkas has joined Elek & Noss CPA as a senior staff accountant for the firm’s Business Development Manager affiliate, Service 1st Payroll. Katie Tolin has founded CPA Growth Guides, a consulting firm focused on helping CPA firms across the country identify their best path to top-line revenue growth and to help develop strategies and tactics that produce measurable results. Kelly Linden has joined Corrigan Krause CPAs as a senior associate in the tax services department.
OREGON
Trace Skopil will lead Moss Adams LLP’s Eugene office as the new partner-in-charge. Most of Skopil’s years in public accounting have been with Moss Adams in Eugene. He leads the office’s Construction Practice, and also provides accounting and consulting solutions for clients in manufacturing and forest products. He will lead six partners and 60 professionals in the Eugene office.
RHODE ISLAND
Providence Business News has named Peter Gervais, a principal in the tax consulting and compliance department at Warwick-based accounting firm DiSanto, Priest & Co., as a winner of its 2015 "40 under Forty" competition.
SOUTH CAROLINA
Georgia Mueller has been named office manager at Graydon Thompson LLC. Mueller has more than two decades of experience in office administration, accounting and small business services, and is based in the firm’s Greenville office. A graduate of King’s College in Charlotte, North Carolina, she also has completed additional accounting coursework at Virginia Commonwealth University. She has prior professional experience with a major national accounting organization and an Upstate CPA firm, as well as service in the engineering and construction industries.
TEXAS
Vance Scott, formerly of A.T. Kearney, will join the EY’s Transaction Advisory Services practice in Houston as the Americas Oil & Gas Leader. Scott brings over two decades of experience in the energy sector implementing successful growth strategies and leading the expansion of overseas oil & gas capabilities.
VIRGINIA
Rick White, partner-in-charge of DHG’s Metro DC Construction Real Estate Practice, has won the SmartCEO’s CPA & ESQ Award. The award honors the Mid-Atlantic region’s most enterprising accountants and attorneys for their leadership, innovation and achievements. Alex Castelli, a partner and National Leader at CohnReznick’s Technology and Life Sciences Industry Practice, has been appointed to the board of directors of the Fairfax County Chamber of Commerce the largest chamber of commerce in the Washington D.C. Metro area and in Fairfax County, Virginia. Castelli’s term will begin on July 1, 2015.
WASHINGTON, D.C.
Heather Maloy, currently the IRS Commissioner for the Large Business & International Division, will join EY’s National Tax Department as Tax Controversy Leader. Alexa Claybon has joined EY from the U.S. Treasury Office of Tax Policy as a Principal in the National Tax Department - Quantitative Services in Washington, D.C. At Treasury, Claybon was an Attorney-Advisor and a lead reviewer on recent guidance. Claybon was with Treasury since 2011, where she focused on income tax accounting methods, R&D tax credit expenditures and the domestic production deduction. In addition, she participated in the President’s budget and tax reform proposals, reviewed legislative proposals and assisted other Executive Branch agencies and Treasury departments with tax issues within her area of expertise. She also assisted in the development of the Treasury Department and IRS priority guidance plan.
E-mail your personnel moves with “People News” in the subject line to Tamika.Cody@sourcemedia.com.
