Lattimore Black Morgan & Cain, PC (LBMC), founded in 1984 as a traditional accounting firm, has expanded its focus to meet a broad range of financial, human resources, and technology needs for its diverse client base. LBMC has announced the following promotions in its Knoxville office:
Melissa N. Cruze has been promoted to a manager in the accounting services department. Melissa has diversified experience with a variety of industries and has significant experience in medical practices, hotels and, small family-owned businesses. She has provided a wide range of services to her clients, focusing on payroll and benefit management and financial statements for family-owned businesses.
Christie L. Knapper has been promoted to marketing supervisor for the Knoxville office effective June 1, 2012. Knapper was previously a marketing coordinator in the department and has been with the firm for six years. In her role, she facilitates the implementation of day-to-day projects for marketing in the Knoxville office. She is a graduate of Introduction Knoxville, a Leadership Knoxville Program. Knapper is an avid volunteer for many organizations, including Imagination Library, United Way, and the University of Tennessee.
Shannon Welch has been promoted to a senior in the accounting services department. She was previously a staff in the department. Welch is a QuickBooks ProAdvisor and specializes in small business consulting assisting clients with a number of back-office functions, including payroll, payroll tax returns, general ledger, accounts payable, and QuickBooks assistance.
Lattimore Black Morgan & Cain, PC (LBMC), has announced the following promotions in its Nashville office effective June 1, 2012:
James Bradshaw has been promoted to a senior in audit. He was previously a staff member in the department.
Tyler Gobble has been promoted to a senior in tax. He was previously a staff member in the department.
April L. Mitchell, CPA, has been promoted to a manager in tax services. She is a part of the Wealth Management Services team at LBMC, where she specializes in large and complex income tax returns for individuals, trusts, and estates. Mitchell also has a substantial amount of experience with tax planning, individual tax consulting, and closely held businesses.
Elizabeth H. Paily has been promoted to a manager in tax services. She was previously a supervising senior in the department. Paily has been with LBMC's Wealth Management Services team since 2004. While her primary focus is on accounting and income taxes for individuals, trusts and estates, she has worked with various industries providing tax services.
Moore Colson, founded in 1981, is a full-service accounting and consulting firm located in Atlanta, Georgia, providing tax, assurance, management consulting, estate and financial planning, lender advisory services, IT audit consulting, and corporate accounting services. The firm recently announced the hiring of Kenneth Griffin as senior associate in the Lender Services Practice. In this role, Griffin will perform collateral reviews for the firm.
Prior to joining Moore Colson, he worked for Lender's Consulting Group, Inc. in Tampa, Florida, as a field examiner where he conducted comprehensive exams and collateral reviews both on prospective borrowers and recurring clients. He worked on assignments from coast-to-coast and managed templates of major national banks as well as regional lenders. Griffin also served as a credit account manager and field examiner for Presidential Financial Corporation in Alpharetta, Georgia. He graduated in 2001 from Georgia Institute of Technology in Atlanta, Georgia, with a BS in management.
Moore Colson recently announced the hiring of five summer interns:
Sarah E. Boehmig (Tax) will receive a Bachelor of Science in Business Administration, Accounting, and Finance in fall 2012 from Samford University in Birmingham, Alabama. Boehmig is also a licensed real estate agent. She previously worked at Daxko; the Samford University Advancement Office; Matahari headquarters in Jakarta, Indonesia; Atlanta Fine Homes Sotheby's International Realty; and she started her own business selling purses worldwide.
Marla Flanigan (Business Assurance) attends University of Georgia and plans to obtain a Bachelor of Business Administration in Accounting from the J.M. Tull School of Accounting by May 2013. She also plans to obtain a Certificate in Personal and Organizational Leadership from the Institute for Leadership Advancement at University of Georgia by May 2013. She is a HOPE Scholarship recipient, Dean's List member, and has studied abroad in the University of Georgia Cadiz, Spain, program. Prior to Flanigan's internship, she worked with G.P.'s Enterprises Inc. as an administrative assistant.
Sara-Alison Massey (Business Assurance) will receive a Bachelor of Business Administration in Accounting from the J.M. Tull School of Accounting, University of Georgia in Athens, Georgia, in May 2013. She is a HOPE Scholarship recipient. Massey studied abroad at the University of Innsbruck, Innsbruck, Austria, with a focus on financial and business management. She previously worked for Massey Automotive in Marietta, Georgia, providing bookkeeping support, including accounts payables/receivables, customer service reports, and vendor assistance.
Lauren O'Connor (Business Assurance) attends University of Georgia. She's expected to graduate May 2013, with a Bachelor of Business Administration in Accounting from the J.M. Tull School of Accounting and a Bachelor of Business Administration in Management from the Terry College of Business. O'Connor is a Leonard Leadership Scholar through the Terry College of Business Institute for Leadership Advancement where she is an active participant in the highly selective leadership certificate program designed to enhance the leadership capabilities through academic courses, personal assessments, externships, team building, and community service.
Claire Whigham (Tax) is also a student at University of Georgia's Terry College of Business and a HOPE Scholarship recipient. She will receive a Bachelor of Business Administration in Accounting in December 2012, and she intends to pursue a Master of Accountancy from the J.M. Tull School of Accounting. Whigham previously worked for University of Georgia Food Services and the Fowler Family YMCA as a member services representative.
ParenteBeard LLC announced that effective May 15, 2012, Dewey & Kaye, the firm's nonprofit consulting affiliate, will be further leveraged and integrated into ParenteBeard. Executive search and transition services previously offered by Dewey & Kaye will now be part of ParenteBeard's human resources consulting and administration affiliate company, Vantagen. Nonprofit consulting services, such as strategic and financial consulting, will be handled by this newly formed group. The reorganization will enable the firm to further serve clients with a full complement of consulting services.
Dewey & Kaye has provided consulting and executive search services to nonprofits, foundations, community collaborative organizations, and government agencies in Pennsylvania and Ohio for over twenty-two years.
Dewey & Kaye Partner Todd Owens will lead the continued expansion of executive search and transition services as a part of Vantagen.
"Combining forces with Vantagen allows us to build on the passion and commitment to leadership development in the nonprofit sector that we have demonstrated for the past twelve years, as we now can also offer the full complement of human resource consulting and administration services that Vantagen's team of expert professionals have been providing since 1997," said Owens. "We believe we can better position ourselves as a true partner within all areas of human resources to our nonprofit clients."
According to Partner Mark Ross, who will lead ParenteBeard's consulting practice, "The creation of this consulting group will significantly heighten the value and depth of the services we offer our clients. The combination of our expertise will continue to strengthen our strategic development, planning, strategic alliances, financial sustainability, and evaluation services."
On May, 22, 2012, ParenteBeard LLC announced it is now ranked twenty-sixth (out of fifty) on Vault's annual "Best Accounting Firms to Work For" list. The list is based on the survey results of accounting professionals regarding firm culture, work/life balance, compensation, business outlook, job satisfaction, and overall firm prestige.
ParenteBeard experienced a significant jump from thirty-five to twenty-sixth this year. ParenteBeard also ranked twenty-first for overall prestige, a jump from twenty-fourth last year.
"These rankings are an indication of ParenteBeard's strong commitment to building a positive work environment and an engaged culture that emphasizes outstanding client service," said ParenteBeard Chairman and CEO Bob Ciaruffoli.
On June 11, 2012, ParenteBeard LLC announced that Jeffrey L. Ferro has been named president of the firm. Ferro's new role was announced at the firm's recent partner meeting.
Ferro, who formerly served as ParenteBeard's chief operating officer, has over twenty-five years of experience in the public accounting industry. As president, he oversees ParenteBeard's accounting, auditing, tax, and consulting practices.
"This decision is indicative of Jeff's extensive knowledge and understanding of ParenteBeard's operations, clients, and the role they play within the accounting profession. Jeff is a valued leader, and in this new role, he will continue to focus his tremendous expertise and insight on opportunities for our firm, our clients, and our team members," commented Chairman and CEO Bob Ciaruffoli.
"It is truly an honor to be named president of ParenteBeard," stated Ferro. "I am deeply committed to providing the leadership necessary to achieve success for both the firm and our clients during this next phase of my career at ParenteBeard."
ParenteBeard LLC has announced that Partner Andrea Caladie has received the 2012 Distinguished Leadership Alumni Award from Leadership Wilkes-Barre at the annual meeting and graduation.
With over twenty-two years of experience in public accounting, Caladie has developed extensive knowledge through her work within a variety of industries, including governmental, nonprofit, higher education, and commercial entities. She is currently the firm's governmental compliance director.
Caladie is a graduate of ParenteBeard's internal leadership development program - Leadership, Entrepreneurism and Achievement at ParenteBeard (LEAP). LEAP is an intensive three-year program designed to provide team members with valuable insight on topics such as strategic leadership and relationship building.
In addition to the Distinguished Leadership Alumni Award, Andrea received congratulatory letters in recognition of her achievements from both Governor Tom Corbett and the Pennsylvania Senate.
Rubino & McGeehin, Chartered (Rubino & McGeehin) announced today that shareholder A. Michael Gellman, CPA, was honored with the "2012 Impact Award" from the Greater Washington Society of CPAs (GWSCPA), an association of nearly 3,000 CPAs and other financial professionals in the Washington, DC, metro area. Gellman received the award for his hard work and dedication to the GWSCPA and the organization's membership. Rubino & McGeehin provides public accounting, tax advisory services, regulatory consulting, and financial services to clients in the DC region and nationwide.
In 2011, Gellman established the Symposium Academy, a one-day educational event for CPAs new to nonprofit accounting, finance, and auditing issues. The program runs concurrently with the GWSCPA NFPO Symposium, a premier event for nonprofit accounting and finance, held in DC each December since 1989. The Symposium Academy directly addresses the needs of accountants and finance professionals looking to establish careers connected to nonprofit organizations and the nonprofit industry. The academy offers a wealth of valuable information and provides pathways to success.
"We are very proud of Mike's accomplishments," said Lou Rubino, Rubino & McGeehin shareholder and cofounder. "In addition to Mike's dedication to his nonprofit clients, he is committed to giving back to his community by helping fellow CPAs better serve the DC area's nonprofit organizations."
Gellman concentrates his practice on nonprofit organizations, including trade, professional and membership associations, public charities, and grant-based organizations. His work is largely focused on management advisory services, including comprehensive budget systems, management reports and program analysis, trend analysis, and forecast system documentation, as these services relate to finance, boards of directors, and committee structures.
Wipfli LLP, a national CPA and consulting firm, announced that it has enlisted the services of recognized leaders in the turnaround and restructuring industry to launch the firm's newest practice providing services to companies who are experiencing or recovering from operational and financial distress.
"As our nation's economy enters into a recovery phase, having weathered unprecedented economic events, many businesses continue to face lingering concerns," said Rick Dreher, managing partner of Wipfli. "Wipfli is responding to the needs of these companies by creating a practice devoted to helping them address their operational, structural, or capital challenges, positioning them to more fully participate in the economic recovery."
To lead and develop the practice, Jeff Baker and David Steichen have joined Wipfli. Baker and Steichen have extensive experience helping companies overcome moderate to severe business challenges, returning them to operational and financial stability and restoring and renewing enterprise value. Together, they led a team that was awarded the "Transaction of the Year" award from the Upper Midwest Chapter of the Turnaround Management Association in 2010.
"Dave and I are very excited to bring our corporate renewal and restructuring experience to a firm as widely known and respected as Wipfli," said Baker. "Our passion for working with companies to address the issues standing in the way of their success fits perfectly with Wipfli's focus on serving clients in all stages of their life cycle."
Baker, who will lead the practice, spent the majority of his career as a partner at PricewaterhouseCoopers LLP where he was a member of the executive team for the firm's consulting services practice. He was responsible for global strategy and corporate development for the consulting division and completed dozens of transactions in over twenty countries.
Steichen also has more than twenty-five years of experience, most recently serving as principal of Manchester Companies Inc., a Midwestern turnaround advisory firm, where he advised many of the firm's largest clients.