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Accounting & Audit

Pros on the Move – June 2022

Professionals on the Move is a round-up of recent staffing announcements and promotions in and around the tax and accounting space.

pros on move

Professionals on the Move is a round-up of recent staffing announcements and promotions in and around the tax and accounting space.

Carrie Summerlin Named FICPA’s New Chief Growth & Innovation Officer

The Florida Institute of Certified Public Accountants (FICPA) recently announced that Carrie Summerlin has been named the Institute’s new Chief Growth and Innovation Officer. She will officially join the FICPA on Monday, May 16.

In this newly created role, Summerlin will lead a high-caliber team to create and implement strategies aimed at enhancing member value through a focus on sustainable growth. She will ensure effective and efficient operations of membership sales, service and engagement; learning and professional development programs; conferences; sponsorships and partnerships; and marketing and communications.   

Summerlin will report directly to FICPA President & CEO Shelly Weir and work closely with the FICPA Council to develop and execute strategies to grow and diversify revenue for the association while ensuring the organization is meeting the inherent needs of the profession it serves.

Summerlin comes to the FICPA after a 19-year tenure with the Institute of Internal Auditors, where she most recently served as Vice President of Strategy and Innovation. She led various departments, including conferences, education and event operations, membership and chapter relations, marketing, and foundation operations.

Summerlin has a bachelor’s degree in sociology from Florida State University and a master’s in nonprofit management from the University of Central Florida. She is a Certified Nonprofit Professional and a member of both the American Society of Association Executives and the Association of Certified Nonprofit Professionals. She resides in the Orlando area with her husband and two children, is an avid theatergoer, and volunteers with Seminole County Public Schools, Second Harvest Food Bank, and the Salvation Army.

CohnReznick Expands Capabilities with Addition of Four Senior Leaders

CohnReznick LLP, one of the leading advisory, assurance, and tax firms in the United States, today announced four senior-level additions to its Transactions and Turnaround  advisory team, strengthening its capabilities to meet key client needs.

Anthony (Tony) Enlow and Ryan McCaslin join the firm as partners in the Transactions group. Christopher Livingstone and Arthur Simonson join as Managing Directors in Project Finance and Consulting.

The new leaders include:

Transactions

  • Anthony (Tony) Enlow will lead Transaction Advisory Services in the Dallas market, where he is based, addressing significant growth in client needs in that region. He has more than 25 years of experience in mergers and acquisitions and financial analysis in domestic and international settings. This includes financial modeling and financial due diligence, quality of earnings and working capital, purchase and sale negotiation, debt agreements, post-closing working capital true up, purchase-price adjustment calculations, and integration management. Enlow’s industry experience includes multi-location retail, restaurants, franchising, electric and natural gas, monitored home security companies, manufacturing and distribution, RV dealerships, construction, service organizations, and technology.
  • Ryan McCaslin gives the firm greater resources in the Midwest and will work with other Chicago-based Transaction Advisory partners and team members to grow that market. He has more than 20 years of professional experience providing accounting, consulting, assurance, and advisory services to middle market clients. His transactions experience spans numerous industries including manufacturing and distribution, restaurants, retail, business services, software and technology, and gaming. McCaslin has led buy-side and sell-side financial due diligence projects for both corporate and private equity clients for mergers and acquisitions deals ranging in size from $5 million to $1 billion.

Project Finance and Consulting

  • Christopher Livingstone has more than 20 years of infrastructure consulting experience focused on the transportation sector, including state and local government entities overseeing transportation and mobility-focused projects. He has extensive experience in project finance, commercial and financial transaction structuring, asset strategy, mitigation strategy, funding source identification, value for money analysis, and financial analysis and modeling.
  • Arthur Simonson has more than 20 years of experience in infrastructure and the debt capital markets. As a global credit and infrastructure finance executive, he has significant knowledge of infrastructure transaction origination, investment analysis, asset management, and implementing risk management protocols. He has helped build an infrastructure and project finance ratings business, managing a team of professionals that rated and surveilled infrastructure transactions and companies across multiple asset types, geographies, regulatory jurisdictions, financing methods, and business structures.

Deloitte Names Julie Rubidge as New Global Mobility Tax Practice Leader

Deloitte today announced the appointment of Julie Rubidge, partner, Deloitte Tax LLP, as the new practice leader for its Global Employer Services (GES) service line. Deloitte’s GES practice provides full global mobility services that support multinational clients with all aspects of deploying their people across borders. Rubidge brings to the role a deep understanding of the global workforce strategy, compliance and rewards space and a keen vision for how Deloitte can continue to meet the needs of its clients in this unparalleled environment of transformation globally. 

Visual Lease Hires Robert Michlewicz as President

Visual Lease recently announced the appointment of Robert Michlewicz as their new company president. Robert will oversee the company’s Corporate Strategy, Product, Engineering, Marketing, Sales, and Customer Service departments.

Robert brings over two decades of experience in financial services and exponential company growth. His contributions will help drive Visual Lease’s momentum further. In Q1 of 2022, Visual Lease reported an increase of nearly 40% in both customer and employee count, year-over-year.