Company Announcements: Week of June 18, 2012

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Accounting and advisory firm Baker Tilly Virchow Krause, LLP (Baker Tilly) has named twelve new Partners.

Nicki Donlon, CPA, is a member of the firm's Higher Education/Not-for-Profit/Governmental Services Group and resides in the Minneapolis office. Donlon works with a variety of not-for-profit and health care organizations providing audit and advisory services to her cli¬ents. She also serves on the board of directors of two not-for-profit organizations in which she advises these organizations re¬garding their day-to-day operations and financial policies and procedures. Donlon received a Bachelor of Science in Accounting with a minor in Finance from the University of Wisconsin - Eau Claire.

James Drumm, CPA, is the regional leader of the Construction and Real Estate Services Group and resides in the Detroit office. Drumm specializes in audits, reviews and compilations of financial statements, and he provides a variety of financial consulting services. Drumm earned a Bachelor of Arts degree in Accounting from Michigan State University.

Joshua Ganshert, CPA, resides in the Madison office and is a member of the firm's Construction and Real Estate Services Group. He man¬ages tax engagements for real estate investors and developers, hotel contractors, and income tax credit deals, along with providing income planning services to clients serving single family, multifamily, and commercial sectors of the real estate market. Ganshert holds a Bachelor of Science in Accounting from the University of Wisconsin - La Crosse and a Master of Science in Taxation from the University of Wisconsin - Milwaukee. 

Kimberly Ginn, CPA, CIA, a member of the Higher Education and Research Institutions industry practice, resides in the DC office. She has more than twelve years of experience helping organizations enhance their business processes, reduce costs, design robust and compliant in-frastructures, and navigate myriad federal regulations that affect higher education and research institutions and government contractors. Ginn holds a bachelor's degree in finance from the University of Alabama and a bachelor's degree in accounting from the University of Alabama - Birmingham. 

Robert M. Hull, CPA, is a member of the firm's Federal Tax Compliance and Consulting Group and resides in the Chicago office. Hull has fifteen years of experience working primarily with middle-market public and privately held businesses and has a strong techni¬cal understanding of corporate, partnership, and limited liability companies and individual tax matters of federal and state law. He earned a Bachelor of Science in Accounting from Indiana University - Bloomington and a Master of Science in Taxation from DePaul University - Chicago.

Andrew Katz, CPA, is located in the DC office where he provides tax, accounting, and business advisory services to real estate de¬velopers and institutional real estate owners. He has extensive experience advising private equity real estate investment funds. His work with real estate developers includes tax planning related to federal and state tax incentives, conversion of real estate appreciation from ordinary income to capital gains, and troubled debt structuring. Katz is a frequent lecturer on partnership tax planning matters. He holds a Bachelor of Science in Accounting from the Robert H. Smith School of Business at the University of Maryland and a Master of Science in Taxation from the Kogod School of Business at American University. Katz is the coleader of the firm's Real Estate and Construction Industry Tax Initiative. 

Mark Kiecker, CPA, specializes in serving small and midsized manufac¬turing and distribution companies with audits, taxation, and merger and acquisition transactions and is a member of the firm's Manufacturing and Distribution Group. Kiecker is a graduate of the University of Wisconsin - La Crosse and holds a Bachelor of Science in Accounting and an IFRS certification. Kiecker resides in the Minneapolis Office.

Eric J. Kroll, CPA, is a member of the firm's Manufacturing and Distribution team in the Madison office where he specializes in serving both public registrants and private companies with auditing and accounting services. He also manages and coordinates numerous international audit engagements. Kroll holds an IFRS certification. He earned a Bachelor of Science in Accounting from Loyola University - Chicago.

Noah Leiden, CPA, has been with the firm since 2010 and has over twenty years of consulting experience serving manufacturing, engineer¬ing, professional services, information and communications, health care, higher education, and nonprofit organizations. Leiden has extensive experience providing a range of government contract accounting, pricing, business system and internal control oversight, and regulatory and contract compliance to his clients. Leiden is located in the DC Office. He is a graduate of Pennsylvania State University and holds a Bachelor of Science in Accounting.

Michael J. Patti is a member of the Consulting Group in the Chicago office. Patti has over twelve years of experience and focuses on custom software development in the health insurance industry, covering claims processing, contract pricing, and provider reimbursement systems. Patti also has experience in financial process and system design and implementation projects, data warehousing, business intelligence, legacy systems to ERP process and data integration, and shared service center implementations including work in the utility, consumer package goods, and public sector industries. Patti graduated summa cum laude from the University of Wisconsin - Whitewater with a Bachelor of Business Administra¬tion, majoring in accounting and management computer systems.

Carver Smith, CPA, is a member of the Baker Tilly Search & Staffing team in Milwaukee. With his extensive background in accounting and human capital, Smith specializes in helping clients find and evaluate top talent at all levels (staff through CFOs) in the areas of accounting, finance, and tax as well as other management positions, including human resources. Industries include manufacturing, financial services, professional services, insurance, retail, technology, and not-for-profits. Smith holds a Bachelor of Business Administration in Accounting and a Bachelor of Business Administration in Risk Management and Insurance, both from the University of Wisconsin - Madison.

Brent Wagner, CPA, has extensive public accounting experience serving closely held businesses and their owners performing accounting, tax, and consulting services. He is a graduate of the University of Wisconsin - La Crosse and holds a Bachelor of Business Administration in Accounting. Wagner is located in Madison.


Citrin Cooperman announced today that Colleen S. Vallen, CPA, CFF, has joined the Philadelphia office as the lead partner in this office's Valuation & Forensic Services practice. Previously a partner with ParenteBeard, Vallen has spent more than fifteen years focused on forensic issues, fraud investigations, forensic litigation support, and economic damage analysis. She also possesses broad experience in financial document analysis, investigation and review, and the preparation of court-related materials. 

"I am impressed by the depth of talent in Citrin Cooperman's Valuation & Forensic Services group", said Vallen. "I look forward to working closely with practice leader Gary Karlitz and his team, as well as the firm's outstanding group of professionals and clients." 

With a practice that spans a range of industries, Vallen has served clients in construction, financial services, horse racing, insurance, manufacturing, hospitality, medical, retail and utilities, to name a few. Vallen is skilled in case planning and management, financial and economic analysis, the preparation of expert reports and providing expert witness testimony. A frequent lecturer, she has been engaged by the legal, banking, utility and insurance industries to speak on fraud and investigative matters and teach continuing education courses. She holds a Bachelor of Science in Accounting from Rutgers University in New Jersey. 

"Colleen's leadership skills and comprehensive experience in forensic matters, fraud investigations and damage analysis will be an asset to Citrin Cooperman's expanding Valuation & Forensic Services team", said Philadelphia Managing Partner Mark S. Carrow, CPA, MST. "We are extremely pleased that we were able to bring her to the firm." 


The Illinois CPA Society awarded $47,000 in scholarships to twenty-three accounting students from multiple institutions around the state. Scholarship recipients include students in both undergraduate and graduate level accounting programs who have maintained a minimum 3.0 grade point average. All scholarship recipients plan on pursuing the CPA licensure and demonstrate a course of study that reflects this goal. The 2012-2013 academic year beneficiaries are:

  • Andrew Barnes, Edwardsville - Southern Illinois University Edwardsville
  • Angelina Bornok, Aurora - DePaul University
  • Brittany Bowers, South Elgin - Augustana College
  • Anna Budzikowska, Chicago - DePaul University
  • Regina Chase-Smith, Sycamore - Northern Illinois University
  • Lindsey Collins, Roselle - University of Illinois
  • Jennifer Ellison, Palos Heights - University of Illinois
  • Mohammed Farooq, Skokie - DePaul University
  • Brian Forsberg, Naperville - University of Illinois
  • William Horton, Lexington - University of Illinois
  • Emily Ioerger, Metamora - Bradley University
  • George Martinez, Chicago - University of Illinois
  • Bethany Noller, Pawnee - Eastern Illinois University
  • Billeka Palmer, Chicago - Roosevelt University
  • Greg Patton, Bloomington - Augustana College
  • Mile Petkovic, Wheaton - Northern Illinois University
  • Jonathan Schroeder, Lake Villa - Northern Illinois University
  • Jessica Smith, Chicago - DePaul University
  • Stephen Vercellino, Mulkeytown - Southern Illinois University
  • Amy Vrtis, Ottawa - Lewis University
  • Emilia Waszkielewicz, Chicago - DePaul University
  • Bradley Winkler, La Grange Park - Monmouth College
  • Run Jin You, Dekalb - Northern Illinois University

"Congratulations to the scholarship recipients", said Elaine Weiss, president and CEO of the Illinois CPA Society. "These students represent the continuing strength of the pipeline and can contribute much to growing our profession while facing new challenges."

The Illinois CPA Society Accounting Scholarship Program is funded by the CPA Endowment Fund of Illinois. In addition to providing financial assistance, the scholarship program provides students with a variety of professional development opportunities to build professional skills, network, and learn from practicing CPAs who can offer them invaluable advice to enhance their careers. For more information about the fund or to invest in the future of the accounting profession, visit


The Illinois CPA Society recently honored Professor James C. Young, CPA, PhD, with its 2012 Outstanding Educator Award. The award recognizes Illinois educators at a community college, college, or university who excel in their leadership and teaching and who have made continuous and outstanding contributions to accounting education in the state.

Dr. Young began teaching in 1981 while a graduate student at Michigan State University after a stint in public accounting. Currently the Crowe Horwath Professor of Accountancy at Northern Illinois University (NIU), Dr. Young also serves as the accountancy department chair and teaches both undergraduate and graduate courses in federal taxation and financial reporting. He developed a new, nationally recognized paradigm for teaching introductory tax courses that helps students better understand, remember, and apply tax knowledge. He also assisted in the development of NIU's Leadership Master of Accounting Science program.

Outside of the classroom, Dr. Young has been extensively published in a wide variety of journals, including the National Tax Journal, Tax Notes and the Journal of Accounting Education and is involved with many professional organizations. He is the current President of the American Accounting Association's Accounting Programs Leadership Group (APLG), serves on the Accounting Accreditation Committee of the Association to Advance Collegiate Schools of Business (AACSB), and is a member of ICPAS, the AICPA and the Illinois Board of Examiners Education Advisory Task Force.

Those who nominated Dr. Young speak of his willingness to mentor junior faculty members as well as his passion and enthusiasm for the subject matter he teaches and his ability to simplify very complex topics for his students.

A resident of St. Charles, Illinois, he received a BS from Ferris State University and an MBA and PhD from Michigan State University.


The Illinois CPA Society recently honored Sheldon P. Holzman, CPA/CFF, CFE, with its 2012 Lifetime Achievement Award for his commitment to the society as well as his overall contributions and professional achievements.

Since becoming a CPA in 1977, Holzman, a retired partner with Baker Tilly Virchow Krause LLP, has been actively involved in the CPA profession, contributing generously of his time and considerable professional expertise. In 1990, after being with two national firms, including a large local firm, he joined Kupferberg, Goldberg & Neimark, which later became the Chicago office of Baker Tilly. While with the firm, Holzman served as a partner in the Public Sector Practice Group and led the Forensic, Valuation, and Litigation Services Group. Throughout his career, he assisted clients in implementing new accounting standards, developed accounting and tax planning strategies, and served many for profit and not-for-profit clients.

Over the last three decades, Holzman has served on, and often led, a number of significant committees and task forces of the Illinois CPA Society. His chairmanship of groups, such as the Ethics Committee, Nominating Committee, Committee Structure & Volunteerism Task Force, and the Board of Directors, proved especially valuable as the Illinois CPA Society and its members navigated through new challenges and established new strategic directions.

Holzman's commitment to the future of the CPA profession is further demonstrated by his involvement with the CPA Endowment Fund of Illinois where he currently serves on the board of directors and the Illinois CPAs for Political Action Task Force. His participation at the national level as an AICPA council member and a member of the Illinois CPA Society Federal Legislative Contact group help to keep the issues that are important to the CPA profession front and center with regulators and legislators.

Holzman, a Glenview, Illinois resident, received a BS in commerce with an emphasis on accounting from DePaul University. He is also a member of the National Association of Certified Fraud Examiners and the Association Forum of Chicagoland. He is a licensed CPA in Illinois, Indiana, Iowa, Nevada, Missouri, and Wisconsin.


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