Jul 29th 2013
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Cherry Bekaert LLP, one of the nation's largest accounting and consulting firms, is pleased to announce David Farrell has joined the firm as a principal in the Transaction Advisory Services group.
In this capacity, Farrell will use his experience and expertise to advise clients on all aspects of merger and acquisition activities, which includes providing buy-side and sell-side due diligence for private equity firms as well as for publicly traded and privately held companies. Before joining Cherry Bekaert, Farrell held management positions at a Big Four firm and a national consulting firm. He has also held senior financial executive management positions with multinational, publicly held companies. Farrell earned a BSc in Economics and Accountancy from Loughborough University in the United Kingdom. He is a Chartered Accountant (ACA) in England and Wales, and has obtained the Corporate Finance (CF) qualification from the Institute of Chartered Accountants in England and Wales (ICAEW).
Grant Thornton LLP named Michael Capone as leader of the firm's Distribution practice effective August 1. He will be based in the firm's Chicago office.
Most recently, Capone was based in Grant Thornton's Cincinnati office and led that office's Consumer and Industrial Products practice. He has served clients in the distribution, manufacturing, and retail industries, including automotive, building products, medical devices, capital machinery, chemicals, media, consumer products, and food processing. Additionally, he has extensive experience with capital markets activity, including public debt offerings and auditing portfolio investments of private equity groups.
Prior to joining Grant Thornton in 2005, Capone worked for Ernst & Young LLP in Chicago, which included a four-year secondment in Mexico serving US-based, multinational companies as well as having responsibility for training and quality control in northern Mexico.
Capone is a certified public accountant in Illinois, Indiana, Kentucky, and Ohio. He received a bachelor's degree in accounting from the University of Illinois at Urbana-Champaign.
Gross, Mendelsohn & Associates, PA is pleased to announce that Tina McCubbin, CPA, joined the firm's tax department as a senior accountant and Will Pass joined the firm's audit and accounting department as a semi-senior accountant.
McCubbin graduated from Towson University with a bachelor's degree in accounting and from University of Baltimore with a master's degree in taxation. She has seventeen years of accounting experience in public accounting and private industry.
Pass graduated from University of Maryland with a bachelor's degree in accounting and is pursuing a master's degree in nonprofit management and finance at University of Maryland University College. He has twelve years of accounting experience.
Minter Ellison Hong Kong has recruited two of Asia's foremost tax professionals to spearhead the development of the firm's tax capability in the region.
Christian Pellone, a former senior international tax partner in EY's Greater China Tax Practice with regional responsibilities, has joined Minter Ellison International as a partner. Pellone is a twenty-year international tax veteran who has lived and worked in Australia, Hong Kong, the United Kingdom, Indonesia, and mainland China. He was formerly the global tax desk leader - Asia Pacific at EY and has advised many multinational companies on tax-effective structuring and risk management in the Asia Pacific region.
Edward Lean, also previously with EY Hong Kong and London, in their financial services international tax teams, has joined as a senior tax manager. Lean is an international tax specialist with ten years' experience working with financial institution clients. He was formerly a senior tax manager in EY London's Financial Services International Tax team and was seconded to EY Hong Kong to help build out that firm's international tax advisory capability in the region.
The National Association of State Boards of Accountancy (NASBA) has named Cheryl Farrar as chief information officer (CIO). Previously, Farrar acted as interim chief technology officer (CTO) to NASBA preceding her full-time appointment.
Farrar brings more than fifteen years of IT leadership experience in the areas of application systems development and maintenance, enterprise strategic sourcing, infrastructure management, and service provider management.
During her time as CTO consultant to NASBA, the association achieved tremendous progress in the assessment and stabilization of its IT organization and systems. Currently under Farrar's leadership, NASBA is nearing the final development stage of modernizing a major system to support NASBA's CPA Examination Services (CPAES) division. Farrar is a graduate of the University of Phoenix with a bachelor's degree in business management and administration.
Read Martin & Slickman CPA LLP is moving from its Martha Berry Boulevard location to downtown Rome, Georgia. The business, started in 1952, has been at 1605 Martha Berry Boulevard since December 1989. It will reopen its doors next month at 201 East First Street, said Molly Edwards, a CPA and partner with the firm.
The business' last day on Martha Berry Boulevard will be July 31. It will be closed August 1 and August 2 and will reopen August 5. Read Martin & Slickman will keep its phone number of (706) 291-7390.
The Indian Waters Council of the Boy Scouts of America held a dedication ceremony Saturday, July 13, 2013, to celebrate the opening of the Randy Scott Memorial Shooting Range at Camp Barstow, the Midlands camp where Scouts enjoy summer on over 300 acres along the banks of Lake Murray.
The shooting range is named in honor of Randy Scott, founder of Scott and Company CPAs, who was tragically killed in an automobile accident in January 2012. Scott's record of service to Scouting included membership on the Indian Waters Council's Executive Board and service in numerous officer roles, including Council President. As President, he eliminated $350,000 in operating debt and raised more than $1 million in cash and gifts in-kind for the council's capital campaign.
Funding for the shooting range came from community contributions made in Scott's honor after his passing, and from a matching contribution by Scott and Company CPAs, the firm he founded. The firm operates offices in Columbia and Greenville, and provides audit and assurance, tax and a range of consulting services to clients across the Southeast and internationally.
Walthall, Drake & Wallace is pleased to announce it has named two new partners, Paul Weisinger and Judith Mondry, in its Cleveland office.
Weisinger, CPA/ABV, CVA, is responsible for engagement planning and supervision, staff training, and business development. He has vast experience in auditing and business valuations as well as corporate, partnership, and individual tax and financial planning. In addition, he helps clients with financial forecasts and projections and cash flow analysis. Weisinger chairs the firm's business valuation group and is a member of the construction and real estate groups. He earned his Bachelor of Business Administration in Accounting from Cleveland State University.
Mondry, CPA, CVA, has twenty-five years of experience and advises closely held businesses and their owners on financial and tax matters. She heads the firm's real estate group and is a member of the nonprofit and business valuation groups. She earned her Bachelor of Science in Business Administration from John Carroll University.
WeiserMazars LLP, an accounting, tax, and advisory services firm, was awarded first place in ad campaigns with a spend of over $25,000 by the Association for Accounting Marketing (AAM). Winners were announced at the AAM Marketing Achievement Awards (AAM-MMA) party, held on June 10, 2013, at the Bellagio in Las Vegas during the twenty-fourth Annual AAM Summit in partnership with the AICPA Practitioners Symposium and TECH+ Conference.
WeiserMazars' award-winning "Exactly Right" ad campaign, created by Posner Advertising, consists of a series of print, radio, video, PPC, banner, and out-of-home advertisements that reflect the firm's core values of serving as a client-centered, full-service accounting, tax, and advisory firm, consistently providing quality, individually tailored service with significant partner involvement. The advertisements, using nature as a backdrop, highlight that the custom solutions WeiserMazars offers are exactly right for each individual client.
The AAM-MAAs recognizes outstanding achievement in accounting marketing. Submissions are reviewed by ten judges, including professionals in advertising, consulting, professional services, and marketing and winners are selected from nearly 130 entries from sixty different firms in twenty different categories.
Wipfli LLP, a national consulting and accounting firm based in Milwaukee, Wisconsin, recently elected Kevin Cherney, Lee Christensen, Vicki Johnson, and Larry Lester to the partnership. With the addition of these four partners, the firm has a total of 142 partners.
With more than twenty years of accounting experience, Cherney specializes in serving the auto dealership industry, a practice that serves approximately 250 retail rooftops across 25 states. Cherney also serves numerous small to midsized businesses in other industries. With his expertise in both taxation and operational consulting, he regularly assists clients with such services as tax planning and compliance, strategic entity restructuring, IRS audit defense, dealership performance analyses, and LIFO inventory elections and computations. A certified public accountant, Cherney holds a bachelor's degree in business administration from St. Norbert College in DePere, Wisconsin.
Christensen has over twenty-seven years of experience in public accounting specializing in serving financial institutions and has provided a wide range of audit and accounting services to banks and credit unions in the Midwest. In his position, he primarily manages financial statement audits, reviews, and compilations, but also provides consulting services to the clients in areas such as allowance for loan and lease loss methodology, due diligence and accounting for business acquisitions, and regulatory issues. Due to his depth of technical experience, Christensen is a member of the firm's Financial Institutions Technical Issues Committee. He holds a bachelor's degree in accounting from Minnesota State University-Moorhead.
Drawing from over thirty years of combined experience in public accounting and private industry, Johnson is the leader of the business advisory services group and the financial accounting outsourcing (FAO) services team for the firm's Minnesota region. In her position, she works with small and midsized businesses and their owners, providing proactive business consulting, tax compliance services, and tax planning. Her experience includes more than eleven years in private industry working with accounting processes, payroll, retirement plans, and general business matters. Johnson is a certified public accountant and holds a bachelor's degree in accounting from Augsburg College.
With more than twenty years of experience, Lester is a member of the firm's health care industry practice, where he specializes in serving the senior-living industry. In his current position, Lester provides a wide range of services to senior-living facilities, from helping monitor and evaluate their financial performance to preparing financial feasibility studies and consulting with providers on Medicaid reimbursement issues. Prior to joining Wipfli in 1997, Lester worked in the finance and the reimbursement areas of GranCare, Inc. He also worked for several years with another large public accounting firm. Lester is an adjunct professor in the Health Care Administration program at the University of Wisconsin-Eau Claire. He holds a bachelor's degree in accounting from Mankato State University.