If your firm has news you'd like to share, please e-mail your announcements to Terri Eyden, Senior Editor, at [email protected].
BDO USA, LLP, one of the nation's leading professional service organizations, today announced that Brian Eccleston, William Eisig, Scott Hendon, and Brad Schrupp have each been elected to three-year terms to the firm's board of directors. Eisig is a new director, while the others were reelected to a new term of service. These changes to the board are effective November 1.
Eccleston is a partner and assurance managing partner for the Northeast region. Based in BDO's New York office, he has more than thirty years of public accounting experience, practicing in both the United States and Canada. Throughout his career, Eccleston has worked with public and private clients in a variety of industries, including manufacturing, distribution, retail, and service, both public and private entities. He is a member of BDO's Capital Markets Practice and has been involved in frequent consultations regarding acquisitions and divestitures and other topics unique to the international arena. He is a graduate of the University of British Columbia.
Eisig is a partner and Assurance Managing Partner for the Atlantic Region. Based in BDO's Greater Washington, DC, office, he has more than twenty-five years of public accounting experience serving clients in a variety of industries, including media, publishing, sports and entertainment, governmental entities, and nonprofit organizations. He is the industry group leader of the firm's Nonprofit and Higher Education Practice and serves on the firm's Information Technology Advisory Council. Eisig is also BDO's representative with the AICPA's Government Audit Quality Center. He recently completed four years on the Board of Directors at the Greater Washington Society of CPAs and currently serves on the Leukemia and Lymphoma Society's Executive Leadership Team for the Greater DC Light the Night Walks. He graduated from the University of Maryland and serves on the University's Advisory Board at the Smith School of Business.
Hendon is a partner and tax managing partner for BDO's Southwest region. Based in the firm's Dallas office, Hendon serves as the firm's US representative on the BDO International Tax Advisory Committee. He has more than twenty-eight years of experience providing tax consulting services to a wide range of energy, high-tech, manufacturing, distribution, and retail clients. A member of the firm's National Private Equity Practice and Transactional Advisory Services Group, Hendon has extensive experience providing structuring and due diligence services for portfolio company acquisitions. He received his BBA from Hamline University and his Master of Taxation from Texas Tech.
Schrupp is a partner and assurance managing partner for BDO's Los Angeles practice. He has more than thirty years of experience in accounting and auditing, with an emphasis on working with growth-type companies in the entertainment, technology, real estate, and manufacturing/distribution industries. As one of the leaders of the firm's Entertainment Industry Practice, Schrupp works with businesses in motion pictures, television, new media, music, video, and post-production. He has been involved in royalty, participation and distribution examinations of many of the major studios. He worked in Hong Kong for three years as a member of BDO's Asia-Pacific practice group and focused on corporate finance projects. He is a graduate of St. Cloud State University.
Blue & Co., LLC
is proud to announce that Director Angela Zirkelbach
has been appointed to the Indiana Board of Accountancy
by Governor Michael R. Pence. Members of the six-person board of accountancy may serve up to two, three-year consecutive terms.
Zirkelbach, a director in the Indianapolis, Indiana, office of the firm, graduated from the University of Evansville with a Bachelor of Science in Accounting, magna cum laude, and is a certified public accountant in Indiana. She has been nominated on multiple occasions for Junior Achievement's Best & Brightest award. Additionally, she has been actively involved in the Indiana CPA Society since 2000 and has received their Five Under 35 award. She currently serves on the finance committee for a local not-for-profit and was previously an adjunct accounting professor at Indiana Tech.
Zirkelbach has overseen the tax department for the Indianapolis office since 2005. She specializes in tax and accounting for closely held businesses and tax-exempt organizations and tax planning and preparation for both individuals and their related businesses. Zirkelbach was instrumental in initiating Aliign, LLC, an affiliate firm providing business services and payroll processing solutions, in the Indianapolis office and across the firm.
B.J. Hoffman, CPA
, a partner in Citrin Cooperman
's Philadelphia office, has been elected to the governing board of directors of Legacy Youth Tennis and Education, a nonprofit organization that serves underprivileged young people in Philadelphia.
Formerly known as Arthur Ashe Youth Tennis and Education, the Legacy Youth Tennis and Education center is located in the northwest Philadelphia neighborhood of East Falls. The organization offers educational programs and positive opportunities to more than 4,500 children each year, especially those from under-resourced families.
The group uses high-quality tennis instruction, delivered by experienced instructors, to motivate young people to succeed in life. The programs teach rewarding lessons and help children build confidence, creating a framework of personal discipline that prepares young people to become active, responsible citizens.
At Citrin Cooperman, Hoffman works with clients in a variety of industries, particularly professional service firms and the personnel staffing industry. He is a member of the American Institute of Certified Public Accountants, the Pennsylvania Institute of Certified Public Accountants, and the Association of Certified Fraud Examiners.
Hoffman is a magna cum laude graduate of Lehigh University's School of Business and Economics. He serves on the board of the Mid-Atlantic Staffing Association and is past president of the Make-A-Wish Foundation of Philadelphia and Southeastern Pennsylvania, and past vice chair of JEVS Human Service.
The Certified Public Accountants Society Executives Association (CPA/SEA) is pleased to announce its officers and Board of Directors for the 2013-2014 fiscal year. The officers and directors were voted in on October 20 at CPA/SEA's annual business meeting in Los Angeles, California.
Loretta Doon, CPA, of the California Society of CPAs, is the new president of the board Stephanie Peters, CAE, of the Virginia Society of CPAs, will serve as vice president
James (Jim) T. O'Hallaron, CAE, of the Missouri Society of CPAs, is secretary/treasurer
Erin H. Pate, CAE, of the South Carolina Association of CPAs, is immediate past president
At-large board members include:
Joanne S. Barry, CAE, of the New York State Society of CPAs
Michael D. Colgan, CAE, of the Pennsylvania Institute of CPAs
Ronald A Gitz, CPA, CGMA, of the Society of Louisiana CPAs
Penny Gold, CAE, of the Kentucky Society of CPAs
Mary MacBain, CPA, CITP, CGMA, of the Kansas Society of CPAs
Boyd Search, CAE, of the Georgia Society of CPAs
Formed more than forty years ago, CPA/SEA is made up of all state CPA society chief executive officers/executive directors throughout the United States. Through its four strategic and operational values of leadership, integrity, collaboration, and exploration, CPA/SEA enables its members to choose informed courses of action on professional issues affecting CPAs. CPA/SEA's strategic plan and planning process provide organizational direction and help CPA/SEA members prepare for the future.
Divided into key sections – About, People, Services, Industries, Resources, Careers, and Contact – the site offers a wealth of content. Visitors can learn about the firm's ninety-two-year history, current leadership, CPA and business advisory services, and career opportunities. They can also access the expanded Resources section, which is robust with tools and reference materials including a variety of financial calculators, an online tax guide, and a new e-newsletter library.
The new site carries over much of the information and resources from the previous site, but also features key enhancements such as:
- A clean, fresh new look with vibrant photos and eye-catching graphics
- Streamlined navigation
- A responsive design that allows visitors to view the site from their cell phone, iPad or tablet, laptop, and desktop
- A more user-friendly interface
- An event calendar featuring tax deadlines, firm events, and federal holidays
- Access to CBM's Client Portal
- Search capability
- Broad social sharing via embedded social media links
Gettry Marcus CPA, P.C.
, announced that partner Robin Rokuson
has been selected as one of Long Island Business News
' Top 50 Most Influential Women in Business. This award recognizes Long Island's top women professionals in business, education, government, and the not-for-profit fields for their business acumen, mentoring, and community involvement.
Rokuson was inducted at an evening awards celebration on Thursday, October 17, at the Crest Hollow Country Club, in Woodbury, New York.
In her role at the firm, Rokuson, CPA, TEP, is partner-in-charge of the tax department at Gettry Marcus. She has over thirty years of experience providing tax and accounting services to businesses in various industries. She also provides trust, estate, gift, and tax planning services to high-net-worth individuals. She works on tax litigation matters and has represented insurance companies and other CPA firms.
Haynie & Company CPAs
, a leading regional accounting firm headquartered in Salt Lake City, Utah, is pleased to announce its recent acquisition of A.J. Robbins, PC
, a Denver, Colorado–based public accounting firm, effective October 1.
A.J. Robbins' partners and staff bring with them nearly three decades of experience in the areas of accounting and audit services, plus a number of specialty areas, including SEC securities and mergers and acquisitions, litigation support, business valuation, estate planning, eldercare financial services, and business consulting and advisory services. This suite of services dovetails nicely with Haynie & Company's practices in audit and assurance, small business accounting, tax services, cost segregation, financial planning, employee benefits, peer review, and business consulting and advisory services.
Two A.J. Robbins partners, A.J. Robbins, CPA, and Richard Fleischman, CPA, have joined Haynie & Company. They and their staff are now located in the Littleton, Colorado, office of Haynie & Company.
The Illinois CPA Society
is honoring four of its members with its ninth annual prestigious Women to Watch awards, in recognition of their notable contributions to the accounting profession, their organizations, and the development of women as leaders.
The award recipients will be honored at the Illinois CPA Society's Women's Leadership Breakfast on Friday, November 15, where they will also take part in a panel discussion about balancing work and life outside of the office, supervising multiple generations, and supporting the advancement of women in the accounting profession. To purchase tickets for the Women's Leadership Breakfast visit www.icpas.org
. The 2013 Women to Watch award recipients include the following professionals:
Experienced Leader Category
Dawn Eber, CPA, is a managing director in PricewaterhouseCooper's (PwC) Risk Assurance practice. She focuses on internal audit and compliance within several industries. As head of the firm's Chief Audit Executives Roundtable series she provides opportunities for collaboration on emerging and core issues to chief audit executives. She continues to make significant contributions to her community with her involvement at Feed My Starving Children (FMSC), including her time as chair of the Chicago Council and as a member of the Board of Directors since 2007. She was instrumental in spearheading efforts to open all three FMSC sites since 2006. Eber is also a member of ICPAS, AICPA and IIA.
Charlotte Montgomery, CPA, is the director of Resource Allocation for the Illinois State Museum. She is active in several organizations, including the Illinois CPA Society, where she served on the Board of Directors and currently is the vice president of the ICPAS Central Chapter; the AICPA, where she served as a member of the AICPA's Government Performance and Accountability Committee; Illinois Association of Museum, where she serves on the Board of Directors; and the American Alliance of Museums, where she is the president elect to the Board of Directors of the Leadership and Management Network and a member of the National Program Committee. She also gives back to her community through her commitment as a board member for many nonprofit organizations.
Emerging Leader Category
Melissa Bennis, CPA, is a principal at Davis & Hosfield Consulting LLC. She represents the first organic promotion inside the organization to this position. Bennis provides damages-related expert testimony and consulting services to corporate clients and their counsel and previously served as the firm's director of recruiting and helped develop its recruiting process. She has also been published in the American Bar Association's "The Woman Advocate" newsletter and is a member of the AICPA, ILCPAS, ABA, and LES. Bennis was a long-serving member in the Junior League of Chicago, an organization for women promoting voluntarism through effective action and leadership. She also enjoys her roles as a Girl Scout coleader and advisor and fundraiser for the Angel Baby Foundation.
Meredith Vogel, CPA, is a managing director at Grant Thornton LLP. Her role is new for the firm, as she was the first to reach this level in the Chicago practice. She also served as a professional standards partner designee and local and national training materials developer. Vogel received a part-time staff fellowship at the Financial Accounting Foundation and Financial Accounting Standards Board and worked as the lead staff member on the Blue Ribbon Panel related to private company accounting standards. She serves as a board member and treasurer for the Domestic Violence Legal Clinic and Board Treasurer of Treetown Cooperative School. She previously served on the Executive Leadership Council of the American Heart Association Heart Ball.
The Women to Watch awards are a joint partnership between the Illinois CPA Society's Women's Executive Committee and American Institute of Certified Public Accountants Women's Initiatives Executive Committee to recognize and celebrate women who have promoted a work environment that provides opportunities for the successful integration of their personal and professional lives and the advancement of women to positions of leadership.
, the US audit, tax, and advisory firm, announced it has named Gerald (Jerry) Carlson
as managing partner for the Washington Metropolitan Area, which includes 2,000 professionals in KPMG offices in Washington, DC, and Tysons Corner in Virginia.
In his new role, Carlson, who has led KPMG's St. Louis office since 2008, will be responsible for the strategic direction and growth of the area offices. He assumes his new role on December 1, succeeding Candace H. Duncan, who will retire after thirty-five years with the firm.
Carlson led the St. Louis office through years of outstanding growth and has worked with both private and publicly held clients in a number of industries, serving as both the lead audit partner and as an account executive for the firm with a number of Fortune 1,000 companies. He has considerable experience with telecommunications and technology clients as well as manufacturing and consumer goods companies.
Duncan has served KPMG as managing partner of the Washington Metro area since 2009 and was the first woman to lead the office. Under her tenure, the Washington Metro Area offices have been among the fastest growing in the country. She has also served the firm in a number of key leadership positions, including its Board of Directors and Operations Committee.
Both Duncan and Carlson have given significant time to assisting nonprofits and leading KPMG partners and employees in giving back to the community.
IRS Acting Commissioner Danny Werfel
announced that Peggy Sherry
, a top official at the US Department of Homeland Security (DHS), has been named the next IRS Deputy Commissioner for Operations Support.
Sherry, who starts in her new role on November 4, will replace Deputy Commissioner for Operations Support Beth Tucker, who retired from the IRS at the end of September.
As Deputy Commissioner for Operations Support, Sherry will direct IRS' support-focused functions, which encompass about 11,500 employees and include: the CFO; Human Capital Office; Information Technology; Privacy, Governmental Liaison and Disclosure, which oversees protecting sensitive taxpayer information; and Agency-wide Shared Services, which comprises procurement, real estate, physical security, and employee assistance.
Sherry has served as the CFO at DHS since April 2012, and was acting CFO and deputy CFO at DHS from 2008 to 2012. She formerly served as deputy CFO and financial reports supervisor for the US Holocaust Memorial Museum and as an assistant director at the US Government Accountability Office.
The IRS Deputy Commissioner for Operations Support is a career civil service position. The position, along with the Deputy Commissioner for Services and Enforcement, are the top two positions at the IRS under the IRS Commissioner.
Maharishi University of Management (MUM)
PhD candidate Ye Shi (Linlin)
was awarded the 2013 Lean Enterprise Institute's annual Excellence in Lean Accounting Student Award during their Lean Accounting Summit this month in Orlando, Florida. The Lean Enterprise Institute (LEI) is a nonprofit educational association, which recognizes students who have been actively engaged in research, education, and the development of Lean Accounting and accounting for Lean.
Andrew Bargerstock, PhD, CPA, director of MUM's MBA programs, had nominated Linlin for this award based on her accomplishments in lean accounting. This award continues a pattern of recognition for MUM from LEI. Dr. Bargerstock was named Lean Accounting Professor of the Year in 2009, and Manjunath Rao was selected as Lean Accounting Student of the Year in 2011 for his PhD dissertation.
Linlin completed both the MBA in Accounting (2011) and the postgraduate Certificate in Lean Accounting (2012) at MUM. In September 2013, she began her second year of teaching three of the two-credit courses in the Lean Accounting Certificate program.
In collaboration with Dr. Bargerstock, Linlin has developed case studies to illustrate how to implement kaizen methodologies to improve accounts payable processing. Linlin is currently taking coursework in the PhD program at MUM and expects to begin her dissertation next year.
Included in Linlin's award was a complimentary registration at the Summit and $500 toward her travel expenses.
, the top ten network of independent accounting and consulting firms, has an extended presence in the Middle East with the addition of two new member firms in Egypt and Saudi Arabia.
The Egyptian firm, Middle East for Consultation, operates from Cairo with eighty professional staff and four partners. It provides audit, tax, consulting, forensic accounting, outsourcing, and training services to a broad spectrum of sectors, including manufacturing, banking, insurance, hospitality, and oil and gas.
Nexia International's new member in Saudi Arabia, Al Tala CPA, has offices in Riyadh and Jeddah. With twenty-seven staff members, the firm offers audit and assurance, tax and zakat services, outsourcing, risk management, and business advisory services across a range of sectors.
Sanders Thaler Viola & Katz, LLP
has announced that Robert Mauro
has joined the firm as its new audit director. In his new position, Mauro will be managing clients' financial accounts within various industries and professions.
Before joining the firm, Mauro was an audit principal at Berdon LLP in Jericho for thirteen years. During his time there, he advised clients in real estate organizations, government-assisted housing projects, wholesalers, advertising agencies, medical organizations, hotels, broker/dealers, and investment companies. In addition, Mauro has shared his expertise through in-house training programs, such as accounts receivable, cash management, and inventory control. He also frequently presents seminars on preparing financial statements. Mauro graduated magna cum laude from St. John's University with a Bachelor of Science in Accounting. In 1999, he received his license in certified public accounting from the state of New York.
Sax Macy Fromm & Co., PC (SMF)
, one of the largest single-office accounting and business consulting firms in the tri-state area, has been named among the nation's Top 200 Accounting Firms by INSIDE Public Accounting
(IPA) in its Fourth Annual Ranking Report. SMF jumped twelve positions in the rankings, up from 145 in 2012 to 133 in 2013, and also was named among the 200 Fastest Growing Firms.
More than 500 firms participated in the IPA Annual Survey and Analysis of Firms this year. CPA firm associations also contributed toward identifying potential candidates. For the most recent fiscal year, IPA 200 firms range in size from $14 million to $30 million, with 60 to 200 staff members. As a group, they account for more than 11,000 staff spanning 300 offices and generating $2 billion in revenues.
Based in Clifton, New Jersey, SMF provides best-in-class accounting, auditing, and tax services. The firm, founded in 1956, also has thriving wealth management and consulting practices. Additional industries of specialization include real estate, construction, health care, manufacturing and distribution, financial services, and professional services. The Top 200 ranking complements the firm's selection as one of the fifty Best Places to Work in New Jersey.
Jeffery A. Acheson, QPFC, AIF
, partner, Schneider Downs Wealth Management Advisors
, was one of the one hundred elite 401(k) plan advisors in the United States invited to the first annual National Association of Plan Advisors (NAPA) DC Fly-in Forum held on Capitol Hill on September 17-18. Acheson listened to and advised top congressional leaders, including Senator Ben Cardin (D-MD); Representative John Kline (R-MN), who is chairman of the House Education and the Workforce Committee; Representative Ann Wagner (R-MO); and US Treasury Department's Mark Iwry about the future of the retirement savings industry and how proposed laws and regulations could affect American workers' retirement security.
The NAPA DC Fly-in Forum is a first-year event created as an opportunity for retirement plan advisors to debate important issues within the community, meet with regulators and congressional leaders, and participate in advisor roundtables to brainstorm new ideas and solutions. All applicants for the conference were required to comply with stringent requirements.
Acheson currently serves as the vice chair for NAPA's Government Advisory Committee, and he will become chair in April 2014. In addition to his role on this committee, Acheson is also widely recognized in the industry through numerous interviews and articles featured in national trade publications. Acheson is an active leader with Schneider Downs Wealth Management Advisors' Retirement Plan Solutions business unit, which specializes in providing plan design, fiduciary guidance, investment advisory services, employee education and administrative services to a broad range of retirement and executive benefit plans.
is proud to announce the addition of Mary Duffy
as managing director in the firm's National Tax Office.
Duffy has over seventeen years of experience and was most recently with the staff of the Joint Committee on Taxation (JCT) where she served as a legislation tax accountant since 2011. In that role, she was one of two accountants on the staff of the JCT, a nonpartisan committee of the US Congress responsible for assisting members of Congress and their staff with all aspects of the tax legislative process. While with the JCT, Duffy worked with key tax personnel within Congress in the development and drafting of tax legislation as well as various tax reform proposals.