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Professionals on the Move – May 19, 2017

A roundup of professionals in the tax and accounting profession that have changed jobs and/or been promoted.

American Accounting Association Honors Washburn Professor
Washburn recently announced that Dr. Louella Moore, CPA, faculty member, was honored with the Best Paper Award by the Public Interest Section of the American Accounting Association for her paper “Carving Nature at Its Joints: The Accounting Entity Concept in a Tangled Society.” Her research looks at the origins of conventional, but outdated and culture-bound assumptions about corporate entities. Moore teaches in the undergraduate and Masters of Accountancy program in the School of Business.

Rehmann Adds New Manager, Honored by Vault Accounting 50
Rehmann recently announced it has hired Jason E. Bodmer, CPA/ABV, ASA as a senior manager and was ranked 26th overall in the latest Vault Accounting 50 rankings. In his new role, Bodmer will focus on providing business valuation, dispute advisory and forensic accounting services to clients. He has 12 years of experience performing divorce consultation, business valuation, dispute advisory and forensic accounting services. Bodmer received his Bachelor of Business Administration in Economics and his Master of Business Administration in finance from Northwood University and his Masters of Accounting from Oakland University.

The Vault Accounting 50 report highlights the best accounting firms to work for. Rehmann ranked in the following positions in the following categories:

  • #17 Best Accounting Firms for Client Interaction
  • #17 Best Accounting Firms for Hours
  • #17 Best Accounting Firms for Women
  • #18 Best Accounting Firms for Work/Life Balance
  • #20 Best Accounting Firms for Firm Leadership

TaxOps Adds New Partner
TaxOps recently announced that Rachel Sawyer has joined as a partner in the Federal Tax practice. Sawyer has extensive private and public accounting experience. She specializes in helping corporations develop tax strategies that meet compliance obligations and minimize tax exposure. In her new role, Sawyer will provide income tax consulting and compliance, ASC 740 and tax cash flow management services to clients.

WithumSmith+Brown’s Marketing Coordinator Nominated by The Leukemia & Lymphoma Society
WithumSmith+Brown recently announced that Matt Basilo, senior marketing coordinator, was nominated by The Leukemia & Lymphoma Society’s New Jersey Chapter for its annual Man of the Year honor. Basilo oversees the firm’s social media strategy and provides niche development and dedicated marketing assistance to the Manufacturing, Distribution & Logistics service group as well as the Risk Advisory and Mortgage Banking groups. He is also responsible for maintaining and expanding the Withum 300 Health & Fitness Program and leads the firm’s annual outreach event, Withum Week of Caring. Basilo also supports The Leukemia & Lymphoma Society New Jersey Chapter and the Volunteer Center of Bergen County Bike Tour. He was an organizer for the flag football event at the Special Olympics 2014 USA Games. He graduated from Rutgers University. 

Montana Society of CPAs Announces New Executive Director
The Montana Society of CPAs recently announced that Allen S. Lloyd, Jr. will become Executive Director after the current Executive Director retires. Lloyd has 13 years of accounting experience and has helped oversee the initiatives to modern the association’s governance structure, develop an assessment process to evaluate new and old member programs, plan member town hall events, and helped the firm transition to a paperless operating environment. Lloyd earned his Bachelor of Science in Business Administration from Otterbein College.

MarketInvoice Appoints New Senior Leaders 
MarketInvoice recently announced the appointment of Shaun Alexander as Head of Risk. Alexander has more than 30 years of experience in retail and corporate banking with a focus on asset-based lending and business finance. In his new role, Alexander will work directly with co-founder and COO, Ilya Kondrashov, to formulate the firm’s risk management strategy and improve MarketInvoice’s credit scoring systems and risk policies.

Mueller Prost Staff Member Earns the Accredited in Business Valuation Designation 
Mueller Prost CPAs + Business Advisors recently announced that Aaron Bobb, CPA, successfully completed the education, testing and experience requirements to earn the Accredited in Business Valuation designation from the AICPA. 

Scheffel Boyle Raises More Than $5,400 for Big Brothers Big Sisters
Employees of Scheffel Boyle CPAs joined together again this year to raise funds for Big Brothers Big Sisters of Southwestern Illinois at the annual Bowl for Kids’ Sake fundraiser, raising more than $5,400. Scheffel Boyle had two bowling teams: the “Tax Manian Devils” and the “Ten-Key Strikers.” One of the teams ranked #1 for the entire Southwestern Illinois region for total funds raised, and Scheffel Boyle placed 2nd overall in fundraising.

CohnReznick Launches European Advisory Subsidiary
CohnReznick LLP recently added Marc Altena as EMEA Advisory Services Leader and leader of CohnReznick Netherlands B.V. Altena specializes in business and technology transformation solutions and has worked with real estate, insurance and banking clients. His expertise includes business transformation strategy, process optimization, international project management, change management and global technology implementations. Altena received his Master of International Business Studies, with a specialization in Information Technology and Knowledge Management, from Universiteit Maastricht.

Duff & Phelps Hires New Managing Director
Duff & Phelps recently announced the addition of Managing Director Dr. William (Bill) Kennedy. Dr. Kennedy has more than 30 years of experience and specializes in shareholder and M&A purchase priced disputes, event studies, security litigation and security fraud damages calculations, complex business litigation, lost profits and economic damages. He has held several academic positions and currently serves as Adjunct Professor for the graduate accounting program at Florida Atlantic University. Dr. Kennedy also frequently speaks at AICPA and ASA National Conferences and has provided continuing professional education seminars on valuation topics.

Validis LLC Hires New VP of Business Development
Validis LLC recently announced that Jeff Gramlich, CPA.CITP has joined Validis as VP of Business Development. In his new role, Gramlich will focus on expanding the firm’s reach in the accounting market and work closely with partners to help build out the Validis eco system. He has more than 35 years of accounting experience, including serving in senior executive level roles.

PKF Texas Manager Honored by Houston Business Journal
PKF Texas recently announced that Jen Lemanski, Practice Growth Senior Manager, has been chosen as one of the Houston Business Journal’s 40 Under 40 Class of 2017 Honorees. The award honors individuals who have overcome challenges, serve in leadership roles and are active in their community. Lemanski has more than 10 years of experience developing and implementing the firm’s content strategy, marketing initiatives and outreach. She actively serves on boards and special interest groups for local and national associations. She also founded the Houston Young Professionals Endeavor and leads the PKF Texas Cubesters.