On the move: EY appoints global CFO

January 13, 2023 1:27 PM

IAASB adds two new members; Bennett Thrasher promotes seven to partner; and more accounting news.

CALIFORNIA

Greg Reynolds was hired as chief technology officer, Arik Moav as chief financial officer, and James O'Connell-Cooper as senior vice president of marketing at AbacusNext, San Diego.

COLORADO

Christine Ludwig was promoted to partner at Topel Forman, Denver, where she has worked since 2021.

CONNECTICUT

Isabelle Curtiss

The Connecticut Society of CPAs will be honoring eight women at the CTCPA Women's Awards event on Jan. 18 at the TPC River Highlands. The Distinguished Service Award winners are: Isabelle Curtiss, owner Isabelle V. Curtiss, P.C.; Jeanna Doherty, partner, Ernst & Young; Kimberly Napp, a partner in the audit department at Whittlesey; Teresa Polley, independent trustee and audit committee chair, SSGA Select Sector SPDR Trust; Noelle Taddei, educator, accounting coach and career advocate; and Amber Tucker, partner, FML CPAs; and Women to Watch winners: MelissaBraun, manager, tax department, Whittlesey; and Alina Macchia, audit and assurance senior manager, Deloitte.

FLORIDA

Engineered Tax Services, West Palm Beach, announced the acquisitions of: J.E. Salazar & Associated in Washington, and Tax Credit Advisors in Shrewsbury, Massachusetts. (Read the full story.)

Capstone Marketing, Palm Harbor, is celebrating 25 years in operation this year.

GEORGIA

Andy Starnes

Moore Colson, Atlanta, appointed: partner Andy Starnes as the new managing partner, partner Chris Arnone as vice chair, partner Adam Bateman as tax practice leader, partner Billy Boyd as risk advisory and compliance services practice leader, partner Christopher Fagan as transaction services practice area leader, and partner Candace Jackson as business assurance practice leader.

Bennett Thrasher, Atlanta, promoted to partner: Nina Desai in the credits and incentives practice; DiAndria Green in the state and local tax practice; Dane Harris, leading efforts in Texas and surrounding markets, with a focus on private equity advisory and transaction advisory services; Ray Lee, specializing in IT internal audit in the risk advisory services practice; Gabe Rivers, in personal financial services; Brian Sengson, in the transaction advisory services group; and Chris Tomaselli, in the outsourced accounting practice.

ILLINOIS

The living room in Grant Thornton's Chicago headquarters

Grant Thornton, Chicago, released a new CFO survey about how finance leaders feel about the economy, cost control, M&A activity and more.

INDIANA

Amy Lehrman

Katz, Sapper & Miller, Indianapolis, promoted to partner, in Fort Wayne: Amy Lehrman to managing partner and Zach Sauder in outsourced finance & accounting; and in Indianapolis: George Batalis in health care consulting, Brett Breedlove and Zee Malik in audit & assurance, and Jennifer Miller and Mike Wipper in transaction advisory services. Additionally, KSM hired Mike Schmeer as director of corporate development.

LOUISIANA

Dawn Laborie

Dawn Laborie was promoted to shareholder at LaPorte CPAs & Business Advisors, Metairie, where she has worked since 2000.

MASSACHUSETTS

Gray, Gray & Gray, Canton, promoted: Meghan Bay to supervisor and Christine Therriault to senior accounting specialist, in the internal accounting department; Stephanie Carabine to senior staff accountant and Ashton Vigueras-LaRochelle to senior integrations consultant, in client accounting and advisory services; James Cotter to manager in the Sage Intacct and advisory services department; Diane Gibson and Aki Goto to senior managers, and Veronica Haack to senior staff accountant, in the audit and assurance department; Jaclyn Linehan to senior manager and Nick Mauro to manager in the tax department; Christin Schow to office manager; and Shweta Singh to supervisor in the tax processing department;

Stephen Kenney was hired as director of client development and Amy Alpert was promoted to portfolio manager, at Gray Private Wealth, Canton.

Lauren Amaral and Paul Nadeau were promoted to equity partners at KLR, Boston.

MICHIGAN

Ashish Kapoor

Open Box Photography

Ashish Kapoor, Kenneth Rappuhn and Brittan Sepanak were promoted to manager at Lewis & Knopf, Flint.

NEW YORK

The Forvis building in Springfield, Missouri

Courtesy of Forvis

Forvis, New York, announces a collaboration with Jupiter Intelligence, a provider of climate risk analytics for organizations looking to strengthen their climate resilience, that will help clients manage physical risk exposure and provide disclosures to stakeholders.

The International Auditing and Assurance Standards Board, New York, added two new members to the IAASB following their appointments by the Public Interest Oversight Board: Neil Morris, global head of assurance and ESG methodology at KPMG; and Greg Schollum, deputy controller and auditor-general of New Zealand.

Deloitte, New York, is collaborating with the Fordham University Gabelli School of Business in the Deloitte Foundation Accounting Scholars Program, which was launched in 2021 to work in parallel with Deloitte's MADE (Making Accounting Diverse and Equitable) program, a $75 million commitment to fuel greater racial and ethnic diversity in accounting and tax. Applications for the 2023-24 school year are available now, with scholarships granted in 2023.

LMC CPAs, promoted, in the tax department: Christopher Kotan to principal, Jack Naftali and Jonathan Porcelli to senior managers; Chris Cheng to manager; and Jack Bibi to staff associate; in the audit department: Michael Kanjo and Robert Vandewater to senior manager; Rosa Magliulo to semi-senior accountant; and Foster Egan to staff associate; and in account services: Miu Wong to senior accountant.

PENNSYLVANIA

Jack Kolmansberger

Jack Kolmansberger was promoted to the newly created role of chief growth officer, and Amy Klatt to chief marketing officer, at Herbein + Co., Reading.

Dave Reichman was promoted to director at Isdaner & Co., Bala Cynwyd.

Brown Schultz Sheridan & Fritz, Camp Hill, promoted: Ryan Harshman to senior manager; Matthew Funk to manager; Amanda Moats to supervisor; Jenna Dean, Jatan Patel, Victoria Autieri and Justin Zinneman to senior staff accountant; and Kayla Juba to senior marketing specialist.

TENNESSEE

Jon Paul Davis

Jon Paul Davis was named managing partner of the Memphis location at HHM CPAs, Chattanooga.

TEXAS

Stephen Carter

Weaver, Houston, launched family office services and Weaver Capital Advisors, to be led by partner-in-charge Stephen Carter. Additionally, Weaver was named Oklahoma's No. 1 Best Place to Work in 2022 by The Journal Record.

UNITED KINGDOM

Jamie Miller

Jamie Miller was appointed global CFO and CFO of the proposed new public entity at EY, London. The selection of Miller is another step in the separation process outlined last year.

WASHINGTON

Natalie Trudell

TIFFANY BROOKS

Natalie Trudell was promoted to senior tax manager at VSH CPAs, Bellingham.

WASHINGTON, D.C.

Paul Munter was appointed chief accountant of the Securities and Exchange Commission, where he has served as acting chief accountant since January 2021.