Company Announcements: Week of April 1, 2013

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In a continued effort to become the largest and best financial services corporation in the United States, Foundation Financial Group (FFG) maintains its approach of organic growth through career development programs, corporate paid licensing, and continuing education programs for its employees.

"While our core external focus is on providing best-in-class service to our consumer base, our main internal focus is aimed at employee development and advancement", said FFG CHRO James Brodsky. "We believe in investing in our employee's long term. Additionally, FFG is a corporation without silos. We identify and match talent to fill current and future vacancies. Talent from all business units and support groups are identified, which supports the career aspirations of our employee base while meeting critical corporate needs as it applies to expansion."

FFG launched its first-quarter employee development programs. The Management Training Program was designed to teach current non-manager level employees the skill sets necessary to be the best managers in the financial services industry. The Executive Training Program was designed to prepare managers to take on executive positions within the corporation by developing an understanding of the roles and responsibilities to manage managers, building cross-functional expertise for success in regional or departmental positions, and increasing the learning curve which eases the adjustment once promoted. For more information about FFG careers, visit


Grant Thornton LLP is expanding the capabilities of its Corporate Advisory & Restructuring Services with the additions of Kenneth Simon and Ryan Maupin, who join as managing director and director, respectively. 

Simon specializes in providing financial advisory services to unsecured creditors' committees and has worked on more than a hundred cases during the past thirty years. He is respected throughout the industry as a seasoned professional who achieves the goals and objectives of his clients in a timely and cost-effective manner. He is recognized for his extensive retail industry experience and diverse experience in other industries, including telecommunications, textile and apparel, consumer products, and manufacturing. Prior to joining Grant Thornton from Loughlin Management Partners + Co, Simon worked for Ernst & Young, Deloitte, and BDO.

Rejoining Grant Thornton is Maupin, who has more than ten years of restructuring and financial advisory experience, including in and out-of-court restructuring of domestic and international companies. He joins the firm from KPMG's Special Situations Advisory group. Maupin's restructuring experience includes several complex international matters. Recently, Maupin advised a large sharia-compliant sovereign wealth fund in Kuwait through the restructuring of a distressed real estate investment in the United Kingdom. Prior to that, Maupin managed and executed the wind-down of two domestic subsidiaries of larger international parent companies based in Singapore and Portugal. For domestic clients, he served as the crisis manager to a large not-for-profit organization and assisted the second largest owner of US-based neighborhood shopping centers in selling its asset portfolio of 590 properties to The Blackstone Group for $9.4 billion.


Ohio-based accounting and consulting firm HW&Co. (Howard, Wershbale & Co.) announced today that its senior manager, John P. Krizansky, CPA, has been appointed to the board of trustees of the Centers for Dialysis Care (CDC).

The CDC's mission is to be the leader in providing quality, patient-centered care to all individuals with kidney disease. The CDC employs highly trained and dedicated nurses, hemodialysis technicians, dieticians, social workers, and patient services representatives to address each patient's special needs.

"It is truly an honor to be part of an organization that is dedicated to helping those with kidney disease, through treatment, education, and empowerment. I look forward to contributing my health care and financial expertise and supporting the CDC's continued growth within the Greater Cleveland area", said Krizansky. 


The certified public accounting firm of Katz, Sapper & Miller LLP is pleased to announce that Mark Devine has joined the firm's State and Local Tax Practice as a business development associate and Samuel Mynsberge has joined the firm's Business Advisory Group as a staff accountant.

Devine has more than thirteen years of business development experience in professional services, including six years with state and local tax consulting firms. In his current role, he identifies new client opportunities and relationships for the firm. He received a Bachelor of Science in Marketing from Indiana University.

Mynsberge graduated from Indiana University with a Bachelor of Science in Business Administration as well as a Master of Business Administration. Mynsberge, a certified public accountant, previously worked at a Big Four accounting firm.


The 13th Annual NYU/KPMG Tax Lecture Series will explore "Tax Planning for US Inbound Investment - Defining the Boundaries" on Thursday, April 18, 8:25 a.m. to 5:50 p.m., at New York University School of Law, New York City. The program will feature presentations, panel discussions, and debates by speakers from academia, the tax profession, and the US government. Scheduled keynote speaker is Danielle Rolfes, International Tax Counsel, Office of Tax Policy, US Deptartment of the Treasury.

There is no fee to attend the event, but registration is encouraged by April 4 since space is limited. For details and to register, contact Maribell Wiscovitch at [email protected] or (212) 998-6156, or register online. This program is presented by the NYU School of Law Graduate Tax Program and KPMG LLP's Tax practice. 


Lattimore Black Morgan & Cain, PC (LBMC), one of the Southeast's largest accounting and business consulting firms, is proud to recognize Andrew McDonald, FACHE and partner in the Healthcare Consulting Division, for his appointment to the 2013 Hospital Hospitality House of Nashville Board of Directors. The Hospital Hospitality House of Nashville is a home away from home for patients and families seeking medical treatment in Nashville hospitals by providing lodging, meals, and other supportive services.

McDonald brings a wealth of healthcare knowledge and experience to this board position with a twenty-eight-year career as either a full-time administrator or consultant to a broad range of healthcare organizations. As partner in the LBMC healthcare consulting team, he works with a team of experienced healthcare professionals that possess diverse backgrounds in accounting, coding/compliance, due diligence, financial analysis, IT (EMR), reimbursement, valuation, and other healthcare consulting services. McDonald has experience in the hospital, home health, and practice management environments and assists clients who are preparing to meet the challenges presented by an ever-changing healthcare environment. 

"It's an honor and privilege to be associated with the Hospital Hospitality House as a volunteer and board member", said McDonald. "I look forward to assisting this organization as it provides a very crucial array of services for so many patients and caregivers seeking medical treatment in the many fine hospitals located in Nashville".

McDonald is a fellow and board member of the American College of Healthcare Executives and a member of the Nashville Health Care Council. He is a graduate of the University of Alabama with a bachelor's degree in commerce and business administration, and he earned a Master of Science in Hospital and Health Administration from the University of Alabama at Birmingham. 


LBMC is pleased to announce the recent addition of Leah Stevens in its Chattanooga office. Stevens has joined the firm as a tax administrative assistant with the LBMC Tax Services Division. In her new position she will be focusing on tax preparations, various administrative tasks, and special project needs. Leah attended Trevecca Nazarene University in Nashville, Tennessee.


The Rainmaker Companies is proud to announce the promotion of Adelaide Ness to vice president of The Rainmaker Alliances and executive director of Enterprise Worldwide, an international association of independent accounting firms. She will be responsible for executing the strategies and activities for Enterprise Worldwide members around the world. Enterprise Worldwide is currently positioned as the sixteenth largest accounting association in the world, and Ness will be focused on leading the group to a top ten spot. 

Enterprise Worldwide has been one of the fastest growing associations in the world over the last five years in large part due to the growth of its international membership, which Ness has grown from zero to forty member firms outside the United States. Enterprise Worldwide has seventy-four member firms in thirty-two countries. Enterprise Worldwide targets like-sized, like-minded firms ranging from $2 to $22 million in revenue.

Adelaide's consultative support and expertise help member firms grow faster and become more profitable than their competitors. She coordinates member-to-member referrals, ensuring that Enterprise Worldwide members have a quality resource for their clients whether in another state or across the globe. Adelaide is continuously looking to grow the association's membership, seeking out like-minded CA/CPA firms in every corner of the world. 


The employees of Rea & Associates, Inc., in conjunction with The Rea Foundation (the foundation that the firm operates) have honored the life and memory of Marcia L. Stutzman, CPA, through a memorial scholarship directed and managed by the Holmes County Education Foundation.

The Marcia L. Stutzman Memorial Scholarship is available to graduating high school seniors with demonstrated financial need and the intent to pursue a major in accounting, finance or business administration. Preference is awarded to female candidates.

The scholarship was permanently endowed with a contribution of $14,500 from the employees of Rea & Associates and a match of $12,500 from the Rea Foundation. Additional contributions to this scholarship are welcome.

"I can think of no better way to honor Marcia than through this scholarship", said Michael Taylor, CPA, a colleague and close friend of Stutzman's at Rea & Associates in the firm's Millersburg office. "I'm touched that our team stepped up to help make this scholarship possible."

The Holmes County Community Foundation will manage the application and selection process for the Marcia L. Stutzman Memorial Scholarship. The scholarship will be a minimum of $500 and a maximum of $1,000 annually.

Marcia was a principal and twenty-three-year employee of Rea & Associates. She passed away in January at age forty-three from Leiomyosarcoma.



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