Company Announcements: Week of September 23, 2013

Share this content

If your firm has news you'd like to share, please e-mail your announcements to [email protected].


BDO USA, one of the nation's leading accounting and consulting firms, was named one of the 2013 Working Mother 100 Best Companies for its commitment to progressive workplace programs, including child care, flexibility, women's advancement, and paid family leave. This is the third consecutive year that BDO USA has been recognized with this honor. 

Other Honors

In addition to the recognition from Working Mother, more than thirty BDO USA offices have been recognized with the Alfred P. Sloan Award for business excellence in workplace flexibility for five consecutive years. The firm is also featured prominently in the book Future Work as a leading innovator demonstrating how businesses can adapt and thrive in the new world of work by changing organizational cultures and work practices. 

Key drivers of BDO USA's progressive workplace are the firm's Women's Initiative and BDO Flex strategy, which were launched seven years ago. The Women's Initiative has enabled the firm to build and retain a more diverse workforce. BDO Flex is about making changes to where, when, and how people work in order to enhance client service, improve the business, and enrich the lives of employees. Both strategies use research, data analysis, and employee feedback from across the firm to foster a culture of continuous improvement. 


CPA firm Carr, Riggs & Ingram, LLC (CRI) has merged local Houston, Texas, firm Gainer Donnelly LLP and thereby added the nation's fourth largest city to CRI's  footprint.

CRI is a Southern regional firm and one of the top thirty largest accounting firms nationally. CRI now has more than 1,000 employees in office locations throughout Alabama, Florida, Georgia, Kentucky, Louisiana, Mississippi, North Carolina, Tennessee, and Texas. To learn more about CRI and what's unique about our Southern CPA firm, be sure to visit or the firm's interactive blog, You'll Be Surprised by What We Know.


For 20 years, INSIDE Public Accounting (IPA) has been naming the nation's Best of the Best firms, Top 100 and Top 200. Firms that are recognized have delivered exceptional financial and operational performance in the most recent fiscal year. 

Factors that make the 2013 Best of the Best stand out include a service mix with more non-traditional services, a focus on an international client base, opening ownership to non-CPAs, utilizing non-equity partners, and following best practices for staff development. The Top 100 and Top 200, which is in its twenty-third year of ranking accounting firms based on their net revenues, reported three consecutive years of growth since the downturn that lasted through 2010 and some of 2011. 

CPAmerica congratulates the following CPAmerica member firms on their recognition:

Frazier & Deeter, LLC, headquartered in Atlanta, Georgia, was named to the IPA Top 100 and the Best of the Best Firms for the third year in a row. Frazier & Deeter climbed eleven spots in the Top 100 to reach number seventy-one. 

AKT LLP CPAs and Business Consultants, headquartered in Salem, Oregon, was name to the IPA Top 100. AKT climbed nine spots in the Top 100 to reach number eighty-nine. 

Gelman, Rosenberg & Freedman, CPAs, headquartered in Bethesda, Maryland, was named to the IPA Top 200 and the Best of the Best Firms for the third year in a row. The firm moved two spots in the ranking from 149 to 147. 

VonLehman & Company Inc., headquartered in Fort Mitchell, Kentucky, made its IPA Top 200 debut at number 151. 

Maxwell Locke & Ritter, LLP, headquartered in Austin, Texas, was named to the IPA Top 200 and the Best of the Best Firms. The firm has appeared in the Best of the Best Firms twice in the last three years. Maxwell Locke & Ritter ranked 175. 

Harper & Pearson Company, P.C., headquartered in Houston, Texas, was named to the IPA Top 200, debuting at number 180. 

Gray, Gray & Gray LLP, headquartered in Westwood, Massachusetts, also made its debut on the IPA Top 200; the firm took number 196. 

Kushner LaGraize LLC, headquartered in Metairie, Louisiana, was named to the Best of the Best firms. This is the second time in three years that the firm has been selected as a Best of the Best firm. Kushner LaGraize was also selected as the second Fastest-Growing Best of the Best firm based on net revenue percentage change.


Duff & Phelps Corporation, a leading independent financial advisory and investment banking firm, today announced that Jacob Silverman, Duff & Phelps' Global Investment Banking leader, will assume the role of president of Duff & Phelps, effective immediately. In this capacity, Silverman will assume direct oversight for all of the firm's business units. Robert Bartell has been named Global Investment Banking leader, succeeding Silverman. Noah Gottdiener will continue to serve as chairman and chief executive officer and will direct overall strategy for the firm.

Silverman joined Duff & Phelps in March 2004. He became head of Investment Banking in March 2011, after serving as CFO for five years. Prior to joining Duff & Phelps, he held a number of investment banking and corporate finance leadership roles. He currently serves as a member of the board of directors for iLevel Solutions, a leading provider of private equity software and reporting solutions. Silverman received his MBA and BA from Harvard University.

Bartell joined Duff & Phelps in 1997. He previously served as a managing director in the Investment Banking group, co-head of the global Transaction Opinions group, and leader for the Chicago office. He has nearly twenty years of experience in corporate finance engagements, including mergers and acquisitions advisory, fairness and solvency opinions, financial restructuring, portfolio valuation, ESOPs, management equity compensation plans, and shareholder disputes. He holds an MBA from the University of Chicago Booth School of Business (formerly known as the GSB) and a BS from the University of Illinois in Champaign-Urbana.

Concurrent with this announcement, Kleon Phili, who has most recently been serving as executive vice president and Financial Advisory Services leader, will be leaving the firm after a long and successful career with Duff & Phelps.


Duff & Phelps Corporation announced that Richard Cohen has joined the firm as managing director in its Legal Management Consulting business. Cohen will be based in Miami and joins Duff & Phelps from RenewData Corporation, where he most recently served as president and vice chairman.

Cohen brings to each engagement more than thirty years of legal and business experience as a former general counsel and as an executive-level consultant to the insurance, financial services, and law firm industries. The addition of Cohen strengthens Duff & Phelps' Legal Management Consulting group, which has recently grown through a series of strategic acquisitions, including June Consulting Group in 2010 and iEnvision Technology in 2012. 


Working Mother magazine named Grant Thornton LLP as one of the 2013 Working Mother 100 Best Companies for its commitment to progressive workplace programs, including child care, flexibility, advancement, and paid family leave. The 100 Best Companies are featured in the October/November issue of Working Mother and on Also this year, in honor of the 100 Best Companies, Working Mother has declared October 15 as the first annual National Flex Day to encourage support for workplace flexibility.


Grant Thornton named six leaders to its New York practice effective immediately. The New York practice includes the firm's offices in midtown and lower Manhattan; Long Island and Albany, New York; and Edison, New Jersey. 

Mike Bernstein has been appointed cochair of the Metro New York Cluster Senior Partner Advisory Council and industry leader for the Real Estate Investment Trust (REIT) practice. Bernstein has more than thirty years of industry experience, including significant involvement serving the financial services and real estate sectors. He focuses on public REITs, private equity groups, and hedge funds. He has held numerous leadership positions within the firm, including New York office Professional Standards partner and Audit practice leader; International practice partner; and Technology Industry Practice leader in New York and nationally, cofounding the practice in 1997. Bernstein CPA in New York, New Jersey, and Connecticut. He received a bachelor's degree in accounting from Long Island University, C.W. Post Campus.

Esther Escapa will assume the role of industry leader for the Construction, Real Estate, Hospitality and Restaurants practice in the Metro New York Cluster. Escapa has more than twenty-five years of experience in the areas of construction, real estate, hospitality, manufacturing, distribution, aerospace and defense, food and beverage, professional services, and licensing and branding. She has served as the firm's New York champion for the Women at Grant Thornton initiative, whose mission is to enhance the recruitment, retention, and advancement of women into leadership positions. Escapa is a CPA in New York, New Jersey, and Connecticut. She received a bachelor's degree in accounting from Queens College. 

Alon Gev has been reappointed as the Metro New York Cluster Technology Industry Practice leader. Gev has served as the Metro New York Cluster Technology Industry Practice leader for the past six years. He has more than twenty years of experience in public accounting, serving both public and private companies, including many accelerated filers. He has significant experience with IPOs, mergers and acquisitions, debt offerings, and other complex business transactions. He also has significant experience in dealing with technical issues facing growing companies like revenue recognition, stock-based compensation, and complex equity transactions. Gev is a CPA in New York and received a bachelor's degree in business administration in accounting and finance from the Tel Aviv School of Business Administration in Israel. 

Lawrence Griff becomes the leader of the Consumer and Industrial Products industry team in New York. Griff has nearly twenty-five years of public accounting experience, serving public and privately held companies. He has provided auditing and consulting services in a variety of industries, primarily retail, manufacturing, professional services, hospitality, and media and entertainment. Griff is a CPA in New York and New Jersey. He received a bachelor's degree in economics from the University of Pennsylvania and a master's degree in business administration from the New York University Stern School of Business, where he is also an adjunct professor. 

Jennifer Hoffman has been appointed to the role of industry leader for the Metro New York Cluster's Higher Education and Not-for-Profit practices. Hoffman has nearly twenty years of experience serving clients in the not-for-profit sector, including social service and religious organizations as well as foundations, national organizations, and higher education institutions. She also serves as the Northeast leader for the Women at Grant Thornton initiative and is a member of the national Not-for-Profit leadership team. Hoffman was recently appointed to the AICPA's Not-for-Profit Entities Expert Panel and has served on a task force responsible for reviewing and writing the AICPA's Not-for-Profit Risk Alert and the AICPA Not-for-Profit Disclosure Checklist, and the Not-for-Profit Audit & Accounting Guide Overhaul project. She is a CPA in New York and received a bachelor's degree in accounting from the State University of New York at Albany.

Michael Patanella has been reappointed as the Financial Services Asset Management leader for the Metro New York Cluster. Patanella has more than fifteen years of public accounting experience, serving a wide range of private and public companies. He focuses on auditing, financial reporting, internal control, risk management, and operational issues impacting alternative investments. His former and current clients include hedge funds, fund of funds, private equity funds, clearing and introducing brokers, mutual funds, exchange-traded funds, unit investment trusts, public global diversified holding companies, registered investment advisors, and other alternative investment vehicles. Patanella is a CPA in New York, New Jersey, and Connecticut. He received a bachelor's degree in accounting from St. Joseph's College. 


Lattimore Black Morgan & Cain, PC (LBMC) and the LBMC Family of Companies, one of the Southeast's largest accounting and business consulting firms, proudly announces the naming of Scott Crews as manager in the LBMC Security & Risk Services Division. LBMC Security and Risk Services provide a wide range of services, including compliance and IT security services to organizations of all sizes, without geographic restriction.

Crews, a CPA, also holds several IT audit and security certifications. In his new duties, he will use his years of experience in IT security and assurance to oversee and direct the delivery of FISMA and Sarbanes-Oxley audit services to LBMC's Security & Risk Services clients, among other leadership duties. 

A graduate of Samford University, where he received his BS in computer science, Crews is active in numerous professional organizations, including serving on the 2013-2014 board of directors of the Middle Tennessee Chapter of the Information System Audit and Control Association (ISACA). 


LBMC proudly announces the promotions of three vital members of the Valuation, Litigation, and Business Transition Services group. 

Jamie E. Hart, CPA, ABV, is now a manager Valuation, Litigation, and Business Transition Services group, with a primary focus on litigation support and business valuation services. Hart has extensive experience working with clients in the health care industry as well as both public and privately held companies in the financial services and manufacturing industries. He also performs valuations for estate, gift, and inheritance taxes as well as family limited partnerships. He provides other valuation services, including purchase price allocations (ASC 805); goodwill impairment testing (ASC 350); and financial modeling for a variety of clients in the health care, energy, restaurant, and manufacturing sectors. He is a graduate of the University of Mississippi with both a Master and Bachelor of Accountancy. 

Andrew K. Lowe is now a manager in the Valuation, Litigation, and Business Acquisition/Disposition group. Lowe annually performs valuation engagements in the following areas: financial reporting under FASB ASC 350 (goodwill impairment testing) and FASB ASC 805 (valuation of intangible assets for purchase price allocations); gift, estate, and income tax planning and reporting (valuation of businesses, business interests, and intangible assets); and mergers and acquisitions. He also assists with litigation engagements involving bankruptcy, economic damages, marital dissolution, and other family law issues. A graduate of Carson Newman College with a degree in management, Lowe received his MBA with a finance concentration from Middle Tennessee State University. 

Brandon Raff is now a senior analyst in the Valuation, Litigation, and Business Transition Services group. He was previously a staff analyst and came to LBMC from Pershing Yoakley & Associates, bringing with him valuation experience working with hospitals, health systems, physician practices, imaging centers, and ambulatory care centers. His new duties remain in the health care industry, with a primary focus on fair market value physician compensation, call coverage arrangements, and professional service agreements. Raff received his Master of Business Administration with a concentration in corporate finance from East Tennessee State University. He is also a graduate of the University of Tennessee Knoxville in communications and journalism.


Leading Canadian accounting firm, Mallette has announced its membership in the international alliance of accounting firms known as TIAG (The International Accounting Group). Mallette, which employs more than 700 people in 23 offices throughout Quebec Province, joins an alliance of more than 110 independent accounting firms from around the world and gains unparalleled access to TIAG's sister alliance of independent law firms, TAGLaw. 

TIAG's addition of Mallette is another significant development in the alliance's North American expansion strategy. To assist in the implementation of this strategy, TIAG engaged top industry consultant Allan D. Koltin, CEO of Koltin Consulting Group. Late last month, Koltin advised Berdon LLP, a US top fifty accounting firm in New York, on its decision to join the rapidly expanding alliance and is in active discussions with other top US firms. 

Representatives from Mallette will attend the upcoming TAG Alliances International Conference in Munich, Germany, on October 21-23. At the conference, Mallette will be formally introduced to TIAG and TAGLaw members from around the world.


More than 400 participants of all ages turned out in force recently to run, walk and raise funds for St. Joseph's Children's Hospital at the Second Annual 4 Miler at Garret Mountain. This year's race event, sponsored by the Sax Macy Fromm (SMF) Foundation of Clifton, New Jersey, raised more than $60,000 to benefit the hospital's Child Life Department.

In addition to the SMF Foundation, event sponsors included more than forty businesses, corporations, and individuals. Weather conditions were perfect for the morning of fun and physical activity, as participants of all ages traveled from throughout New Jersey and beyond to traverse a challenging mix of both hilly and flat surfaces throughout Garret Mountain Reservation in Woodland Park. 

SMF established its charitable foundation in 2006 as a way to give back to the local community. The SMF Foundation absorbed all expenses associated with the 4 Miler at Garret Mountain in order to donate 100 percent of the proceeds directly to the Child Life Department at St. Joseph's Children's Hospital. Reliant solely on private program support, Child Life Department staff members provide a wide variety of programs for patients up to twenty-one years of age, including medical play; pet, music, and art therapy; and celebratory activities, among others.


Sensiba San Filippo LLP (SSF), a leading Northern California–based CPA and business consulting firm, is proud to announce that Karen Burns, assurance partner, has been named to the Profiles in Diversity Journal's 12th Annual Company and Executive Women Worth Watching list for her outstanding personal and professional achievements in her field. To recognize companies that champion women in leadership, the award is given annually to a select group of female executives identified as role models to young women beginning their careers and for their inspiration to other women in business. 

Burns has more than twenty years of experience providing financial and business consulting services to companies in a variety of industries, with a particular passion for the manufacturing and distribution sector. Since 2007, she has applied her expertise in manufacturing and distribution to Sensiba San Filippo, bringing a "fresh approach" to her client service model, including a passion for innovation and the delivery of superior client service. In May 2013, she was named as one of the Most Influential Women in Bay Area Business by the San Francisco Business Times. Burns is sought after nationally for her deep experience in manufacturing and specialty in the food and beverage industry. She has been featured in MarketWatch, Bloomberg Businessweek, San Jose Mercury News, and other news outlets. In 2012, Burns cofounded the East Bay Manufacturing Group (EBMG), an exclusive forum for C-level manufacturing business owners to network, share industry specific thought leadership and best practices, and to build strategic alliances and affiliations. In 2013, she was elected president of the EBMG to focus the organization on creating innovative changes in the regional business culture and promoting economic development among East Bay-based manufacturers. Burns also cofounded the East Bay Professional Women's Alliance. 

To read the September/October 2013 issue of Profiles in Diversity Journal, including Burns' award profile, please visit:


Wipfli LLP (Wipfli) recently launched Wipfli Connect for Manufacturing, a software solution powered by Microsoft, that lets product and equipment manufacturers optimize every aspect of the customer lifecycle - from sales to production and delivery to service after the sale. The solution will help manufacturers face many of today's challenges including managing leads, tracking maintenance schedules and warranties.

Wipfli Connect for Manufacturing is specifically designed for manufacturers. It uses Microsoft Dynamics CRM as a platform, while working seamlessly with Microsoft Outlook to build on applications manufacturers are already familiar with and use daily. The result is a simple-to-use interface across a manufacturer's entire enterprise that allows the manufacturer to more effectively manage information on customers, distribution channels, assets, warranties, and service claims. 

Wipfli, a Microsoft Gold Customer Relationship Management Certified Partner, has been named to Microsoft Dynamics Inner Circle seven times and to Microsoft Dynamics Presidents' Club sixteen times. The firm specializes in providing Microsoft Dynamics solutions and other technologies to a number of industries including manufacturing and distribution.

To learn more about Wipfli Connect for Manufacturing and how manufacturers are leveraging CRM technology to optimize every aspect of the customer life cycle and increase profitability, contact Terry Kerscher ([email protected]) or visit



Please login or register to join the discussion.

There are currently no replies, be the first to post a reply.