Firms & people on the move: Baker Tilly and Weaver open new offices

October 25, 2019 10:28 AM

Blumshapiro appoints co-leaders for new Massachusetts location; H&R Block hires chief strategy and development officer; and more CPA news.

ALABAMA

Brett Dudney

Brett Dudney was promoted to managing director at Dixon Hughes Goodman, Birmingham.

CALIFORNIA

Armanino, San Ramon, added Dallas-based Great Northern Advisory, welcoming Caroline Stovall as a partner to lead the firm’s CFO advisory practice and the team of 15 consultants.

CONNECTICUT

FASB, GASB and FAF logos on the wall at headquarters in Norwalk, Connecticut

Courtesy of GASB

The Financial Accounting Foundation has opened a search for a new executive director to lead the FAF staff and collaborate with the members and staff of the Financial Accounting Standards Board and the Governmental Accounting Standards Board. The FAF executive director leads a team of about 45 professionals who provide critical support services to the FASB and the GASB. Interested individuals can apply here.

ECUADOR

Auditores Externos Varela & Patiño, Guayaquil, was accepted into the membership of global association BKR International.

EL SALVADOR

Elias & Asociados, San Salvador, was accepted into the membership of global association BKR International.

FLORIDA

Dustin Hamilton

Ryan Sumner

Dustin Hamilton (pictured) was promoted to managing director at Dixon Hughes Goodman, Tampa.

Fulcrum Partners, Ponte Vedra Beach, is a supporter of Feeding Children Everywhere, dedicated to helping working individuals and families extend their grocery budget while providing career services, international development, domestic meal distribution, disaster relief, and micro farming initiatives.

GEORGIA

TaxSlayer Pro, Augusta, announced a partnership with Latino Tax professionals, the English and Spanish tax and bookkeeping education provider, to provide tax prep education and resources to tax professionals serving the Latino community. The two providers will offer a customized library of resources for users, available in both languages.

ILLINOIS

Photo courtesy of RSM US LLP

RSM, Chicago, became Great Place to Work Certified. The certification, using validated employee feedback gathered by Great Place to Work, found that seven out of 10 employees have had a consistently positive experience at the firm.

KENTUCKY

The Accounting & Financial Women Alliance, Lexington, announced the opening of the 2020 Accounting MOVE Project, which surveys accounting firms of all sizes on the status of their female representation and leadership. (Read the full story.)

MARYLAND

William Fritts

William Fritts, member of SEK CPAs & Advisors, Hagerstown, was voted No. 1 Accountant in the Tri-State area by Herald-Mail Media readers for 2019.

MASSACHUSETTS

Alan Osmolowski and William Tarzia, partners at Blumshapiro, were appointed co-leaders of the firm’s new Worcester location.

MINNESOTA

GW Carter, Edina, was accepted into the membership of global association BKR International.

MISSOURI

Jamil Khan was hired as chief strategy and development officer at H&R Block, Kansas City, effective Oct. 28, 2019. Khan will report directly to president and CEO Jeff Jones and help develop strategic initiatives and identify growth opportunities.

NEW YORK

The National Conference of CPA Practitioners installed its new officers and directors on Oct. 23, 2019, at The Fox Hollow in Woodbury, coinciding with NCCPAP’s 40th anniversary celebration. The 2019-20 officers, and their firms and location, are: president Neil Fishman, Fishman Associates CPAs, Boynton Beach, Florida; executive vice president Mark Stewart Jr., Feldstein & Stewart LLP, New City, New York; vice president Scott Cheslowitz, Rothenberg & Peters PLLC, Great Neck, New York; vice president Frank Gallo, Gallo & Company CPAs LLP, Jericho, New York; vice president Stephen Palmerio, Stephen L. Palmerio CPA, Broomall, Pennsylvania; treasurer Stuart Lang, GR Reid Associates LLP, Woodbury, New York; secretary Frank Sands, Sands, Gililland & Co. PC, Plano, Texas; and immediate past president Stephen Mankowski, Mankowski Associates CPA LLC, Hatboro, Pennsylvania. Additionally, these directors will serve on the board this year: Robert Brown, Mary Duff, Kenneth Hauptman, William Oricchio, David Rothfeld, Barry Zalk, Sanford (Sandy) Zinman, Robert Gaines, and Donald Ingram.

The New York State Society of CPAs’ Foundation for Accounting Education hosted its inaugural Diversity and Inclusion Conference on Oct. 23, 2019, featuring keynote speaker Natara Holloway, vice president of business operations and strategy for football operations of the National Football League. Holloway was joined by other professionals in accounting and other industries as they discussed how to make the profession more diverse and inclusive.

NORTH CAROLINA

Jay Stine

Jay Stine were promoted to managing director at Dixon Hughes Goodman, Charlotte.

OKLAHOMA

Weaver has expanded into Oklahoma City, with audit partner Zeeshan Khan helming the new office, located at 101 Park Avenue, Suite 1300.

PENNSYLVANIA

Baker Tilly Virchow Krause announced the opening of a new Central Pennsylvania regional office (pictured), a 30,000-square-foot space located in the new CityGate Corporate Center in Lancaster.

Michelle Bryan and Amy Lewis were promoted to partners at Maher Duessel, Pittsburgh, where they have been working since 2002 and 2001, respectively.

RHODE ISLAND

Rhode Island Society of CPAs, Cranston, joined with the Rhode Island Manufacturers Association, U.S. Small Business Administration, Rhode Island Commerce Corporation and Rhode Island Trucking Association to announce a multi-industry breakfast event to be held Nov. 6, 2019. The event, at Kirkbrae Country Club in Lincoln from 7:30-10 a.m., will feature discussions on small businesses growing in global markets and international trade, among other topics.

SLOVENIA

Miro Senica and Attorneys, Ljubljana, entered a collaboration agreement with Andersen Global to become a member firm of the international association.

TEXAS

Whitley Penn, Houston, was named to the University of Houston’s Cougar 100 List for the fifth year out of the last six, with a ranking of No. 28. The list recognizes the world’s fastest University of Houston-owned and led businesses.

VIRGINIA

Thompson Greenspon, Fairfax, received a ClearlyRated Best of Accounting Award for providing superior service.

WISCONSIN

Kuesel Consulting, Milwaukee, launched a new virtual business development training program, the jvBD Academy, a video-based program that covers topics such as relationship building, client referrals, networking and more. (Read the full story.)