Company Announcements: Week of February 27, 2012

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 A.T. LOCKE, a provider of accounting services, business analysis, and financial and strategic guidance to emerging and midsized organizations, has added Ebony Austin as an administrative assistant on the firm's rapidly growing team.

Austin attended Benedict College in Columbia, South Carolina, before relocating to Greenville and completing an associate's degree in criminal justice at Greenville Technical College. 

"Ebony's diverse entrepreneurial experience and unwavering focus on meeting customer needs will greatly benefit A.T. LOCKE clients", noted Anna Locke, the president of A.T. LOCKE. "Her range of past responsibilities and experiences will add value and insight to other entrepreneurial business leaders, and I am certain she will be a wonderful addition to our team."


The Food and Beverage practice of the accounting and advisory services firm of Baker Tilly Virchow Krause, LLP (Baker Tilly)will present "Breaking Down Barriers to Growth via Waste to Energy Solutions" at the International Cheese Technology Exposition (ICTE). The exposition will be held April 10-12, 2012, in Milwaukee, Wisconsin. The ICTE is the world's largest gathering devoted solely to the multibillion-dollar market for cheese and related dairy products.  

Mike Fitzpatrick and Joel Laubenstein from Baker Tilly will lead an interactive discussion with industry experts regarding the growing issues around waste management in the cheese industry and creative financing and engineering solutions to deal with the common challenge.

"Our involvement with the ICTE builds on our continued focus and expertise within the food and beverage industry", said Brad DeNoyer, partner with the Food and Beverage practice. "In fact, we were recently awarded a grant to create a strategic plan to support an increase in the development and utilization of waste from agriculture and cheese production as feedstock for alternative energy sources."


CEO Neal Spencer of BKD, LLP, has announced his intention to step down from the firm's top post around June 1. He is stepping down to spend more time with family and pursue other professional passions within the firm.

"It has been my highest honor and privilege to serve as CEO of BKD", Spencer said.

Spencer has been the CEO since June 1, 2007, and will remain with BKD. After shifting his duties and responsibilities to the new CEO, he will assist in evaluating existing growth and service opportunities and pursuing new opportunities for the firm. BKD has a succession plan in place and is moving forward with identifying Spencer's successor.

"The partner chosen to succeed me will have the passion to take our firm to heights even greater than I imagined, and I will be the next CEO's biggest supporter", Spencer said. "I'm excited about the opportunities on the horizon, and I know BKD will continue to deliver on its signature promise of unmatched client service."


Mark S. Carrow, CPA, MST, and the Philadelphia managing partner of accounting, tax, and business consulting firm ofCitrin Cooperman, will discuss the financial considerations associated with succession planning for businesses at an upcoming program hosted by the Southern Lehigh and Upper Bucks Chamber of Commerce. "Succession Planning: Protecting Your Business for the Long Term", will be held on March 7, 2012, from 7:00 a.m. to 9:00 a.m. at DeSales University in Center Valley, Pennsylvania.  

The program will focus on business succession of leadership or ownership, including proactive steps to succession and exit planning; foundational elements for a successful succession, merger, or acquisition; maximizing the financial benefits of a succession; and understanding buy-sell agreements. It will also include a case study of the succession of CEOs at QNB (formerly Quakertown National Bank). Carrow will be joined by panelists Edward J. Lentz, Esq., shareholder of Fitzpatrick, Lentz & Bubba; Tom Bisko, CEO of QNB; David Freeman, president and COO of QNB; and Gina F. Rubel, Esq., president and CEO of Furia Rubel Marketing and Public Relations. 

Read more about the Chamber's Succession Planning program.


CEO Kris McMasters of CliftonLarsonAllen, has announced the admission of seven new partners to the firm.

Travis Chamberlain, CPA, has been named partner in the firm's Indianapolis office. He has more than ten years' experience in providing valuation, forensic accounting, and financial modeling services to a variety of publicly traded and privately held companies. Chamberlain has performed valuations of businesses, intangible assets, derivatives, and various other instruments, including securities in complex capital structures. Chamberlain is a graduate of Ball State University with a degree in accounting. 

Qasim Collidge, CPA, has been named partner in the firm's Baltimore office. He has more than twenty-five years of public accounting experience and specializes in planning and managing audit engagements, providing acquisition accounting consulting, due diligence, and purchase price accounting assistance for commercial middle-market companies in the manufacturing, distribution, service, and technology industries. Collidge also has extensive experience with providing guidance and accounting assistance with internal control systems development. Collidge received his bachelor's degree in accounting from Albright College.

Randie Dial, CPA, has been named partner in the firm's Indianapolis office. He has spent the last fourteen years focusing on business valuation engagements, especially on valuations for financial reporting. Dial also has experience in performing valuations for estate/gift tax purposes, ESOPs, and marital dissolutions. He received his bachelor's degree in accounting from Ball State University. 

Jennifer Hammond, JD, has been named partner in the firm's Washington, DC, office. She has more than thirteen years of Big 4 forensic accounting experience, specializing in reactive confidential investigations and proactive risk management assessments. Hammond is responsible for leading accounting investigations related to fraud, waste, and abuse in public and private companies, nonprofit organizations, and governmental agencies. Hammond received her bachelor's degree from the University of Baltimore and her master's from the University of Baltimore School of Business. She graduated cum laude from the University of Baltimore School of Law. 

Elliott Leary, CPA, has been named partner in the firm's Washington, DC, office. He has more than thirty years of experience conducting high-profile investigations as a special agent with the FBI and as the KPMG partner-in-charge of the Washington, DC, forensic practice. Leary performs fraud and misconduct investigations and risk assessments for leading national and multinational corporations as well as for public and nonprofit entities. He has assisted clients in the prevention and deterrence of fraud through the evaluation, development, and implementation of antifraud programs and controls. 

Jamey Rappis, JD, has been named partner in the firm's Milwaukee office. Rappis joined the firm in 2007 and is a leader in CliftonLarsonAllen's Private Tax consulting practice. He has more than seventeen years' experience in the areas of estate and gift tax, estate and business succession planning, and retirement planning. Rappis leads the Private Tax consulting practice, leveraging his tax and estate planning expertise across the firm to high net worth families and individuals. Rappis received his bachelor's degree from Notre Dame and his Juris Doctor in law from Marquette University. 

Tim Reynolds, CPA, has been named partner in the firm's St. Joseph, Missouri, office. He has more than eighteen years of private industry and public accounting experience. He specializes in tax services for corporations, partnerships, and high net worth individuals with an emphasis on businesses in the manufacturing and wholesale distribution industries. Reynolds also has extensive experience with federal and state income tax compliance, income tax accounting/provision services, and uncertain tax positions. Reynolds received his bachelor's degree in accounting from the University of Toledo.


GBQ Holdings LLC is proud to announce that Matthew E. Stamp, JD, LLM, is now a partner. Stamp joined the firm in 2007 and has over fourteen years of experience in state and local tax, servicing clients in the manufacturing, contracting, retail, financial, and service industries. Stamp has significant experience managing state and local tax compliance issues, performing tax technical research, and assisting clients with transactional analysis and tax controversy and audits. His practice focuses primarily on multistate sales/use taxes, income and franchise taxes, tax credits and economic development opportunities. Stamp also has experience assisting clients with municipal income tax and real and personal property tax matters. 

"We are extremely excited that Matt is joining our partner ranks. Matt brings skills to our clients that most locally owned CPA firms can only hope to provide. Our firm and our clients are better served because Matt is on our team", said Mark LaPlace, director of tax services.

Stamp received his bachelor's degree in accounting from University of Mount Union, and his JD and LLM in taxation from Capital University Law School. Stamp is also a member of the Taxation Section of the Ohio State and Columbus Bar Associations.


The certified public accounting firm ofKatz, Sapper & Miller LLP has been recognized as one of the Best Places to Work in Indiana for the seventh consecutive year. The firm is one of only two companies that have made the Best Places to Work in Indiana list all seven years of the program's existence.

The Best Places to Work in Indiana program was designed to identify, recognize, and honor the best places to work in Indiana - those that benefit the state's economy, its workforce, and businesses. Companies from across the state entered the two-part process to determine the 2012 Best Places to Work in Indiana. The first part consisted of evaluating each nominated company's workplace policies, practices, and demographics. The second part consisted of an employee survey to measure the employee experience.

"We are most proud to win this award because it comes from our employees; a large portion of the scoring is based on employee feedback and comments from the survey", said David Resnick, managing partner of Katz, Sapper & Miller. "We are committed to our employees and care about their professional and individual growth and development. It truly is our people who contribute to our success."

The final rankings of the top Hoosier companies will be announced at the 2012 Best Places to Work in Indiana Awards Dinner on May 3. The awards program is a project of the Indiana Chamber of Commerce, BizVoice®, Inside INdiana Business, the Society for Human Resource Management (SHRM) - IN State Council, the Indiana Economic Development Corporation and Best Companies Group.


Lattimore Black Morgan & Cain, PC (LBMC), an accounting and business consulting firm in the Southeast, has added Lisa McClain and Lee Ann Payne to its Knoxville office.

McClain has joined the firm as a staff member with the audit department. She is a recent graduate of East Tennessee State University with a master's in accountancy and is also a graduate of the University of Tennessee at Knoxville with a bachelor's degree. Most recently, McClain is celebrating the completion of all four parts of the CPA exam. 

Payne has joined the firm as a staff member with the accounting services department. Prior to joining LBMC, she provided independent consulting services for nearly eighteen years. She is a graduate of the University of Tennessee at Knoxville with a bachelor's degree in business administration.


Lattimore Black Morgan & Cain has announced the unveiling of LBMCWorks, a bundled business services program for small businesses. LBMCWorks is anchored by day-to-day accounting services - such as accounts payable/receivable, bank reconciliations and financial statements - provided by LBMC staff and supported by Intacct®, a cloud-based accounting and financial management software. Clients may add other LBMC services, such as tech support and payroll outsourcing, to create a one-source solution to meet core business needs.

"Small business owners are faced with any number of challenges and have limited resources to address those needs", says Mike Cain, cofounder and co-managing partner of LBMC. "By outsourcing many of the day-to-day issues, business owners can concentrate on running and growing their business."

LBMCWorks was announced at the Nashville Business Journal Entrepreneur Panel Series. LBMC is a cosponsor of the series, featuring panel discussions on topics of interest to entrepreneurs and principals of emerging and growth companies.

"As an established accounting and business services firm and, more importantly, as entrepreneurs ourselves, LBMC is in a unique position to offer not only what a small business needs today, but we can continue to meet their needs as they grow. We can even help them with an exit strategy when that time comes", said Cain, the recipient of the 2011 Entrepreneurial Partner NEXT Award.


Cindy Harper of Lattimore Black Morgan & Cain has been awarded the prestigious Bill King Award by the United Way of Williamson County. Harper is a tax partner in the firm's Nashville office and a leader in its Wealth Management Practice.

The Bill King Award is given to those individuals who demonstrate a commitment to United Way as exemplified by one of United Way's long-time partners and friends, William B. King. "Volunteers play a significant role in the work of United Way, and we have seen Cindy rally our troops here at LBMC and get behind over thirteen years of successful campaigns", said Mike Cain, cofounder and co-managing partner of LBMC. "She provides tireless and unwavering support and commitment to help to make our community a better place for everyone."

Harper currently serves as Treasurer on the Williamson County Long-Term Recovery Committee, which is assisting victims of the May 2010 flood. She is an active member of the Patricia Hart Society and has just been elected to its board. She has served on United Way's Board as chair and campaign chair and is an emeritus board member.


Jennifer Ehmke, a software industry professional with twenty years' experience working in the accounting industry partner channel as a reseller, consultant, and manager, has joined Tamlin Software Developers, Inc. as the company's operations manager, a position created just for her. The announcement was made by Tamlin CEO Linda Bryan.

In her role, Ehmke will drive the future development of Tamlin's Manufacturing Conductor™ product, an add-on to AccountMate. She will be creating ways to speed up response time, defining processes to meet projected needs, and initiating proactive communications with customers and partners in the AccountMate reseller channel.

"We must make sure we are ramped up to handle future business coming in the door in 2012 and beyond", said Bryan. "Jennifer is a huge asset for Tamlin because of her experience in how to work with reseller partners as well as how to bring her intellectual capital directly back to our customers."

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