Company Announcements: Week of April 29, 2013

Apr 29th 2013
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Belfint, Lyons & Shuman, P.A. (BLS), a certified public accounting and consulting firm with offices in Delaware and Pennsylvania, celebrated its ninetieth anniversary. In 1923, Charles I. Belfint created an accounting practice where clients received an interactive and personal approach to accounting and tax advisory. Since then, BLS has been delivering exceptional services through exceptional people, listening to clients, and helping clients manage their changing business and financial needs. 

BLS kicked off this milestone celebration on April 15 by holding an early-morning tailgating party at corporate headquarters in the Delle Donne Corporate Center. WDEL was on-site to remotely broadcast their show and BLS had live interviews with Michael T. French, director; Jonathan D. Moll, director; Karly A. Laughlin, senior accountant; and Barry A. Crozier, managing director. 

"I am just as proud to be a part of BLS today as I was thirty-four years ago when I started", says Barry A. Crozier, CPA, CGMA, managing director of BLS. "As we celebrate our ninetieth anniversary, we know that we would not be here without our loyal clients, exceptional team members, friends in the community, and the legacy that has been passed down over the years. For that, we thank you!"

Photos: You can see photos from the event on the BLS Facebook page.


BerryDunn is pleased to announce that Lydia H. Atwood, a senior business valuation analyst, has earned the Certified Valuation Analyst (CVA) designation. As part of BerryDunn's Valuation & Forensic Services Group, she provides business valuation, forensic accounting, consulting, and expert witness services to clients in New England and beyond. Atwood has over twenty years of experience in financial, human resource, and operational management. She holds an MBA from Boston University and a BA in economics from Tufts University.

The National Association of Certified Valuators and Analysts (NACVA®) is the nation's leading professional association supporting the business valuation and litigation consulting disciplines within the valuation and professional consulting community. The certification requires specialized education and proven expertise.


BDO USA, LLP, one of the nation's leading professional services organizations, announced the expansion of the firm's health care industry consulting capabilities with the addition of Patrick D. Pilch as a managing director in BDO Consulting. In this role, Pilch will lead a range of strategic business advisory and restructuring services designed to assist organizations in repositioning for success through the stabilization and improvement of their operational and financial positions. These services include business strategy, business transformation, performance improvement, turnaround, interim management, and M&A advisory.

Pilch has more than twenty-five years of health care, financial services, operational management, and restructuring experience. He conducts operational and financial assessments, develops future state operating models and road maps, and implements alignment strategies to improve the quality of care through the expansion of appropriate access to care and reduction of associated costs. He has advised numerous health care and educational organizations and systems on matters involving M&A, divestitures, real estate holdings, and other assets and restructurings. 

Prior to joining BDO, Pilch held senior leadership roles in health care advisory at PricewaterhouseCoopers LLP and Alvarez & Marsal. He holds a BS in accounting from Fairfield University and received his MBA from the Columbia School of Business. 


BKR International, a worldwide association of independent accounting and business advisory firms, is pleased to announce the acceptance of Abou Nasr and Associates (Erbil) into membership.

Abou Nasr and Associates offers a variety of audit, accounting, tax, and management services. With three partners and a staff of nine, the newly established firm specializes in hospitality, services, manufacturing, trading, and real estate.


National awards programs have recognized Crowe Horwath LLP, one of the largest public accounting and consulting firms in the United States, and twelve of its personnel. Additionally, seven people were recognized by programs in California, Florida, Illinois, Indiana, and Kentucky.


  • CEO Chuck Allen was named to the 2012 National Association of Corporate Directors (NACD) Directorship 100. Composed of more than 11,000 members, the NACD recognizes the top 100 most influential people in corporate governance.
  • For the first time, Crowe was ranked on the InformationWeek 500 list. The list, compiled by InformationWeek magazine, recognizes the nation's top 500 innovative business teams that used new technology and models to make notable improvements in their company operations.
  • Geralyn Hurd, a partner in the tax practice in the Crowe Chicago office, was named one of Consulting Magazine's Top 25 Consultants in the category of excellence in the public sector. Hurd developed the patent-pending Crowe Tax Risk Assessment and Control (C-TRAC®) solution, an IRS-approved solution that combines project management with tax expertise.
  • The Crowe Information Services team, led by CIO Yvonne Scott, was awarded the Most Effective IT Team of the Year Award by the Society of Information Managers (SIM) and the American Institute of Technology Professionals (AITP) Chicago chapters. The team included Kathy Fluke, Challis Gibbs, Pat Powers, and Rex Voorheis.
  • The Crowe marketing campaign for the Financial Services group of the performance practice was a finalist for the Getting to Know You Award, one of Eloqua's annual marketing awards, or "Markies." Among the campaign's contributors were Angela Blankenship, Christine Elliott, Andrea Flachs, Jon Losey, and Tinh Tran.


  • Sue Tomlinson, a partner in the tax practice in the Crowe Los Angeles office, received the Women in Business Award for Business Executive of the Year from the San Fernando Valley Business Journal.


  • Justin Stone, a partner in the audit practice in the Crowe Fort Lauderdale office, was recognized by the South Florida Business Journal's "Forty under 40" program.


  • CEO Chuck Allen received the Ball State University Department of Accounting Award of Excellence for 2012.


  • Cory Herendeen, a principal, and Jeremy Cox, a senior manager, both in the performance practice in the Crowe Indianapolis office, were among the 100 finalists for Indy's 2012 Best and Brightest. Herendeen was a finalist in the accounting category, and Cox was a finalist in the covernment category.
  • Jennifer Kary, a partner in the audit practice in the Crowe South Bend office, was recognized in the 2012 Class of Michiana "Forty under 40" program, presented by the Chamber of Commerce of St. Joseph's County.
  • Aaron Myers, a senior manager in the audit practice in the Crowe Fort Wayne office, was recognized as a "Rising Star" by the Greater Fort Wayne Business Weekly's "Forty under 40" program.


  • Steve Jennings, a partner in the audit practice in the Crowe Lexington office, received the Kentucky Nonprofit Network's Outstanding Board Leadership Award.


The Financial Planning Association of Massachusetts (FPA of MA) is offering free financial coaching and planning to those who have been affected by the Boston Marathon bombings.

Assigned volunteer planners will assist in defining financial goals, creating budgets, establishing savings plans, and ensuring that those participating in this no-cost program receive full advantage of the established funds and benefits available.

The FPA of MA already provides pro bono financial planning services for military personnel and their families through the MA National Guard and for cancer patients and their families through a program with the Dana-Farber Cancer Institute.

FPA of MA has also recently created another pro bono program for those who have served, this one for military veterans that have been chosen by Homes for Our Troops (HFOT), a nonprofit organization that builds homes for wounded veterans returning from Iraq and Afghanistan. The program was so successful in Massachusetts that they have spread the volunteer model to other states.

"We support the community and our members have come together to offer our expertise and services to the victims and the families affected by the Boston Marathon bombings", said Peter Jaworski, CFP, president of the FPA of MA. "For those who have been affected by this tragedy, this program is particularly meaningful because it can ease one area of concern and worry as they recover and move on with their lives."


Grant Thornton LLP has named Frank Kurre, CPA, office managing partner of its New York practice effective August 1. The New York practice includes the firm's offices in midtown and lower Manhattan, Long Island, and Edison, New Jersey.

Currently, Kurre serves as the not-for-profit and higher education practice leader, a position he has held since 2004. He also is a member of the firm's Partnership Board. Prior to his national practice role, he was the partner in charge of the Northeast not-for-profit practice. Before joining Grant Thornton, Kurre was with Arthur Andersen LLP where he held numerous roles with increasing responsibility, including partner in charge for the Northeast not-for-profit practice. Kurre received a bachelor's in accounting from St. John's University and is pursuing a master's in pastoral studies at the Seminary of the Immaculate Conception.

Kurre succeeds Jack Katz, who will become the global leader - financial services effective August 1 and will serve as a major client relationship partner.


The certified public accounting firm of Louis T. Roth & Co. is proud to announce the addition of Thomas N. Thompson as a staff accountant.

Prior to joining the firm, Thompson served as an intern assisting with audit services at the University of Louisville for two years. In his new position, he will be assisting the firm's clients in tax planning, preparation, and research services. Thompson is a graduate of the University of Louisville, where he received a BS in business administration with a concentration in accounting in 2012. 


Marge Filippelli has been named partner in charge of the Roseland, New Jersey, office of Marcum LLP, a top national accounting and advisory services firm. Filippelli's appointment follows the merger of Cornerstone Accounting Group LLP, an accounting and assurance firm focused on the real estate industry, with Marcum. The consolidated Roseland office includes over forty partners and staff.

As head of the firm's Roseland office, Filippelli will play a leadership role in Marcum's national Real Estate Group. She will also oversee all client services and administrative operations in the region. Filippelli's extensive experience in the real estate industry encompasses a full range of audit and consulting services to real estate owners, operators, and developers, including financial statement audits, reviews, compilations, and acquisition due diligence. She also handles special-purpose audits, including operating expenses, certiorari, and agreed-upon procedures reports. Filippelli holds a BA in accounting from Montclair State University and is a CPA in New York, New Jersey, and Massachusetts.


Atlanta-based accounting firm Moore Colson recently announced the hiring of Michael K. Hammond, CPA, CITP, as the firm's director of Risk Advisory & Compliance Services in the Business Assurance Practice, a newly created role. 

Hammond has over twenty-five years of experience serving Fortune 500 companies, middle market public and private companies, state and local governmental entities, and not-for-profit. He serves as an advisor to clients in the areas of financial, operational, information technology and performance audit service delivery, process improvement, risk management, and controls evaluation. He is responsible for the firm's SSAE 16, Sarbanes-Oxley and internal audit sourcing services, and he works within the firm's IT audit and consulting group.

Prior to joining Moore Colson, Hammond was an audit partner with Reznick Group, P.C. in Atlanta, from 2007 to 2012. Prior to working for Reznick, he was director of advisory services for PricewaterhouseCoopers LLP, in Atlanta and Orlando. He also worked for KPMG LLP in Orlando from 1995 to 2003. 

Hammond has a BA in accounting from the University of South Florida and is a CPA in both Georgia and Florida. He is also a Certified Information Technology Professional (CITP). 


The LBA Group is pleased to announce that James E. Brown has joined the firm as its controller. 

Brown has over thirty years of experience in finance and administration and has worked specifically with professional services firms over the last twelve years. He joins The LBA Group from a law firm in Miami, where he served as the firm's legal administrator and controller. Prior to relocating to Miami, however, Brown served as the legal administrator and controller for two of Jacksonville's leading law firms over the span of ten years. 

As the controller for the LBA Group, Brown will have primary responsibility for all facets of managing the day-to-day financial matters of the firm, including financial analysis, cash flow, budgeting, financial reporting, payables, and receivables. He earned his bachelor's degree in business administration with a major in finance from the University of Florida. He has served as a member of the advisory board of the Florida State College of Jacksonville's (FSCJ) Legal Assisting program and as an adjunct professor for FSCJ. 


The Rainmaker Companies is proud to announce that J. Daniel Brooks has joined the firm to provide client consulting services. Brooks comes from a wealth of knowledge and experience within the accounting industry, having spent the last thirty years at McGladrey. Brooks draws on his own success in growing CPA practices with McGladrey to helping senior leaders transform their businesses and their lives through coaching, training, strategic and growth planning, and developing accountability within accounting firms. He has been instrumental in guiding senior leaders to new levels of success.


Tanner LLC is pleased to announce that Gary Vickrey, a nationally recognized professional in leadership development and business transition, has joined the Utah accounting firm as a partner. 

Before joining Tanner LLC, Vickrey was the president and CEO of JLS-Vickrey, where he established Leadership Development Academies for global organizations and professional services firms in the United States, Canada, South America, Europe, and Asia. Vickrey's background encompasses a broad range of fields, including chemical, financial, pharmaceutical, construction, automotive, technology, and professional services industries. His consulting clients include BASF, Crawford & Company, Mid-Atlantic Finance Company, PetrolValves, and PKF North America. 


Weaver, the largest independent accounting firm in the Southwest, announced the promotion of Adam McCane to partner in assurance services.

McCane has more than nine years of public accounting experience in audit and assurance services. His experience includes audit engagements for privately and publicly held business enterprises in the financial services and oil and gas industries. McCane primarily works with financial entities, including banks, hedge funds, and other investment companies, as well as oil and gas exploration and production organizations and the public sector, where he has provided audits of local city and county governments and school districts. He joined Weaver's Fort Worth office in 2004 from Snow Garrett, a local accounting firm in Weatherford, Texas. 

McCane earned a Bachelor of Business, Accounting, and Finance from Texas Christian University. He instructs various continuing professional education accounting courses and has authored several articles for banking, education, and accounting publications.


Mary Jo Werner, a partner with Wipfli LLP (Wipfli), has earned the Public Service Award from the Wisconsin Association of Homicide Investigators (WAHI) for her contributions to the murder trial of Eric Koula. Werner testified as an expert witness on Koula's financial status, which was one of the keys to the prosecution establishing the defendant's motive.

With more than twenty-five years of experience, Werner leads Wipfli's tax practice in the La Crosse office and works with hundreds of clients by providing litigation support, fraud and forensic investigations and tax services. In addition to her work for Wipfli, Werner has served three years on the IRS Taxpayer Advocacy Panel, and she is an active member of the AICPA, where she serves as a liaison between the AICPA and the US Congress. A magna cum laude graduate of Loras College, Werner holds a bachelor's degree in accounting, political science, and business administration. In addition, she earned her juris doctorate degree from Creighton University where she was a member of the Law Review.

WAHI will present the award to Werner at their Awards Banquet on April 25 in Wisconsin Dells.


Wipfli LLP (Wipfli) recently announced that the Health Information Trust Alliance (HITRUST), a leading authority on the protection of health information, has designated the firm as a Common Security Framework (CSF) Assessor. Wipfli is one of a small number of CSF Assessors across the country.

CSF Assessors are those organizations that have been approved by HITRUST for performing assessments and services associated with the CSF Assurance Program and the CSF, a comprehensive security framework that incorporates the existing security requirements of health care organizations.

"As the health care industry moves toward integrated delivery systems that will encompass virtual technologies and works to comply with ever-evolving security regulations, it has never been more vital to ensure the security of health care information", said Steve Thompson, partner in charge of Wipfli's health care practice. "Wipfli's health care practice has long been a leader in helping health care organizations across the country to overcome challenges faced in the marketplace so they can focus on helping patients and achieve success."

Wipfli has several seasoned information security professionals who are committed to supporting HITRUST's services, including Bob Cedergren, partner in charge of Wipfli's Risk Advisory and Forensics Services, and senior managers and managers Rick Ensenbach, Paul Johnson, Jay Malmquist, and Austin Lentz


Wipfli LLP (Wipfli) announced that Steve Thompson, CPA, a seasoned health care professional and partner, has been named the partner in charge of the firm's health care practice. He is succeeding Bob Parrish, who will be retiring after having led Wipfli's health care industry practice for the past fifteen years. In his new role, Thompson will be responsible for continuing to build the health care practice for the firm and leading Wipfli's experienced health care team as they continue to serve organizations in the health care industry and provide them with insightful thought leadership and guidance. 

With over thirty years of experience, Thompson currently provides financial and operational solutions to hospitals, nursing homes, rural health clinics, and home health agencies. In addition, he offers highly skilled operational and accounting assistance to advance facilities toward a sound financial status and has provided ongoing accounting support to facilities with transitioning financial managers. Steve is also a recognized knowledge leader in critical access hospitals, from both audit and reimbursement perspectives. He holds a bachelor's degree in business administration in accounting from the University of Wisconsin-Eau Claire.


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