FLORIDA

The Florida Institute of CPAs, Tallahassee, presented its annual Women to Watch awards, recognizing Genevieve Hancock, in a consulting role with LPL Financial, as an Experienced Leader, and Rummesa Abrar, tax senior in private client services at Ernst & Young, as an Emerging Leader.

GEORGIA

Amanda Aguillard was named chief operating officer at Padgett Business Services, Athens, responsible for providing operational and logistical guidance for the company’s network of franchisees.

ILLINOIS

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Michael Patti
Michael Patti, principal at Baker Tilly US, Chicago, was appointed to lead the firm’s health care practice, responsible for strategy and operations.

Richard Chase was hired as a tax principal in the transaction advisory services practice at CohnReznick, Chicago.

INDIANA

The Indiana CPA Society, Indianapolis, awarded five CPAs with its Indiana CPA Educational Foundation Scholarship. (Read the full story.)

MASSACHUSETTS

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Patrice Squillante
Melanson, Greenfield, announced that firm principal Patrice Squillante has died, following a battle with cancer. Squillante joined Melanson in 1987 and became principal in 1995. She was instrumental in developing the firm’s governmental practice and spearheading the firm’s governmental audits.

MISSOURI

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Erin Norris
KPM CPAs & Advisors, Springfield, promoted Erin Norris, Keith Seiwert and Matthew Wallace to shareholders and Madison Moore to supervisor.

BKD, St. Louis, announced a name change of its private client services industry group to BKD Private Client.

NEBRASKA

ConvergenceCoaching, Bellevue, announced the graduates of its 2020-21 spring Transformational Leadership Program: Floriana Allen, manager, Wiss & Co.; Robert Bell, senior accountant, Gardiner + Co.; Brett Breedlove, director, Katz, Sapper & Miller; Amanda Buford, manager, Weinstein Spira; Tammy Daitch, principal, Janover; Carl Duffy, partner, BerganKDV; Chris Gagliardi, partner, Janover; Travis Gilmer, senior manager, Brown Edwards & Co.; Andy Johnson, principal, Cover & Rossiter; Karris Kimball, tax manager, BA Harris; Blake Miller, auditor, Gardiner + Co.; Ashley Mowery, director, McGowen, Hurst, Clark and Smith; Chris Murray, senior manager, Brown, Edwards & Co.; Steven Neher, partner, Cordell, Neher & Co.; Jonathan Roller, partner, Lumsden McCormick; Renee Salcedo, manager, Grimbleby Coleman; Michele Schneider, audit senior manager, Caler, Donten, Levine, Cohen, Porter & Veil; Christy Stein, principal - service line lead, Cooper Norman; Christine Taylor, office managing director, Huberty CPAs; Jayme Terrell, director of growth and communications, Saltmarsh, Cleaveland & Gund; and Kim Thome, director of accounting, Huberty CPAs.

NEW HAMPSHIRE

Cassidy Huckins, associate at Nathan Wechsler & Co., Concord, was voted onto the board of trustees of Red River Theatres, serving as a member of the financial committee.

NEW YORK

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Rob Fisher
Rob Fisher was appointed the new KPMG IMPACT leader, helming the team’s development and marketing of the firm’s cutting-edge suite of ESG data-driven solutions.

Cindy Levine Ostrager was hired as a tax partner in the private client services practice at CohnReznick, New York.

Grassi, New York, launched a key benchmarking survey of nonprofit organizations, the 2021 Nonprofit Leaders Survey, designed to collect feedback on the trends, outlooks and challenges nonprofits are facing. The survey can be completed here.

NORTH CAROLINA

Adam Roark, assurance innovation and methodology director at Dixon Hughes Goodman, Charlotte, was appointed to the Private Company Council by the Board of Trustees of the Financial Accounting Foundation, serving on the council from June 1, 2021, to Dec. 31, 2024.

OHIO

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Stephen Worth
Stephen Worth was named tax shareholder to lead the state and local tax practice at Schneider Downs for the Columbus, Pittsburgh and Washington, D.C., offices, and based in Columbus.

Rea & Associates will be relocating its Newark office to 42 S. 2nd St. to support the firm’s recent growth.

TENNESSEE

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Amy Donahue
Amy Donahue was hired as the vice president of marketing at HHM CPAs, Chattanooga.

TEXAS

Catherine Speer, audit partner in the Odessa office, and Katelyn Woods, audit manager in the Fort Worth office, at Whitley Penn, were named 2020-21 Texas Society of CPAs Rising Stars, given annually to TXCPA members aged 40 and under who have demonstrated exemplary leadership skills and active involvement in TXCPA, the accounting profession and their local communities.

Weaver announced seven new partners across five offices; in Austin: Sonia Desai, financial advisory services/forensics and litigation; in Dallas: Dallas Dugger, audit services, Teresa Garza, tax services, and Jordan Phelps, chief financial officer; in Houston: Kerri Franz, audit services, and Brandon Tanous, risk advisory services; and in Fort Worth: Aaron Grisz, tax services.

WISCONSIN

The National Association of Tax Professionals, Appleton, is offering two webinars covering two post-tax season issues: IRS refund adjustments and estimated tax payments for the 2022 season. More information and registration are available here.
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