Professionals on the Move is a roundup of recent staffing and promotion announcements from around the accounting profession.
Wiggam Law Expands Tax Resolution Team with Addition of Former IRS Veteran Betty Carter
Wiggam Law, an Atlanta-based law firm, recently announced the addition of Betty Carter as a tax resolution professional. Carter brings more than 40 years of experience with the Internal Revenue Service (IRS), where she developed extensive knowledge of collection alternatives, enforcement actions, and complex tax matters.
During her distinguished career at the IRS, Carter began in taxpayer service before moving into field collection as a revenue officer. She worked in general programs and offer-in-compromise units before joining a specialty group focused on abusive tax avoidance transactions. Drawing on this deep background, Carter will represent individuals and businesses in tax controversies, helping clients navigate liens, levies, property seizures and other collection actions.
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At Wiggam Law, Carter will work closely with clients to negotiate installment agreements, establish currently not collectible status, request penalty abatements and submit offers in compromise. She will also provide valuable insight into IRS collection processes and procedures.
A native of Memphis, Tennessee, Carter earned her bachelor’s degree in criminal psychology from the University of Memphis and an MBA from Brenau University. She also completed numerous accounting courses at Georgia State University.
Outside of her work, Carter enjoys walking, gardening and spending time at the lake with her husband and daughter. An avid animal lover, she cares for four cats and a black lab. She also cheers for college football, especially the Georgia Tech Yellow Jackets.
South Street Securities Holdings Appoints Jason Schuit as President of South Street Securities LLC and Donald Webbe as President of Matrix Applications LLC
South Street Securities Holdings, Inc. recently announced the appointment of Jason Schuit as President of South Street Securities LLC (“South Street Securities”) and Donald Webbe as President of Matrix Applications LLC (“Matrix Applications”), effective immediately. Mr. Schuit and Mr. Webbe have been members of the team since its inception and individually bring more than three decades of experience in finance and capital markets to their roles.
About Jason Schuit
Jason Schuit is a seasoned industry veteran with a career spanning over three decades in finance and capital markets. In 1999, Mr. Schuit co-founded Capital Markets Engineering & Trading, and then in 2004, South Street Securities, where he led the formation, infrastructure development and trading of the broker-dealer. As President of South Street Securities, Mr. Schuit oversees the company’s various trading and execution businesses, driving growth and innovation as one of the premier mid-sized full-service broker-dealers. His previous role at the company was Co-Chief Investment Officer. In 2018, Mr. Schuit was pivotal in the relaunch and recapitalization of AmeriVet Securities, Inc. (“AmeriVet Securities”), a Service-Disabled Veteran-Owned (SDVO) broker-dealer, and serves as the Lead Director of the Board of Directors.
Mr. Schuit’s career began at Citibank’s Management Associate Training Program in 1992, where he developed expertise in fixed income trading. He later joined Citicorp Securities’ Finance Desk in 1995 as Vice President and Senior Matched Book Trader, responsible for finance, futures and arbitrage trading within the Capital Markets Group. In 2006, Mr. Schuit joined Cantor Fitzgerald as Managing Director of Finance, where he co-managed the Repo Finance Desk before rejoining South Street Securities in 2011.
Mr. Schuit holds a Bachelor of Business Administration in Public Accounting from Hofstra University and is registered with FINRA Series 3, 7, 24 and 63.
As President, Mr. Schuit will oversee the company’s various trading and execution businesses, continuing to drive growth and innovation as a trusted, mid-sized full-service broker-dealer. He previously served as Co-Chief Investment Officer of South Street Securities.
About Donald Webbe
Mr. Webbe joined South Street Securities Holdings in June 2001 as the Head of Operations. He is currently President of Matrix Applications and oversees the technology infrastructure, system support, operations and software development. Mr. Webbe is also the Chief Operating Officer of South Street Securities, responsible for the company’s Operations and Technology departments. In addition, Mr. Webbe serves as a Board Member of AmeriVet Securities.
Prior to joining South Street Securities Holdings, Mr. Webbe worked at Citigroup from 1986 until 2001. As a Vice President at Citigroup, he was responsible for a range of middle and back-office functions. His role included oversight of finance, funding, futures and emerging markets operations for both domestic and international settlement. He was integral to several highly sophisticated securitization projects and had extensive interaction with foreign exchange and derivatives operations.
Mr. Webbe is FINRA Series 7, 27 and 63 registered.
As President, Mr. Webbe will oversee the company’s technology infrastructure, system support, operations, and software development. He previously served as Chief Operating Officer of Matrix Applications.
AuditBoard Appoints Former ADP Executive Jim Sperduto as Chief Growth Officer
AuditBoard, the leading AI-powered global platform for connected risk transforming audit, risk, and compliance, recently announced the appointment of Jim Sperduto as its Chief Growth Officer. In this role, he will oversee AuditBoard’s sales, partner, reseller, and alternative distribution teams. This strategic hire underscores AuditBoard’s continued commitment to accelerating growth, scaling global go-to-market capabilities, and expanding its leadership in connected risk during a period of rapid expansion.
Sperduto joins AuditBoard after more than three decades at ADP, where he began as a sales associate, held various leadership positions in sales and sales operations across multiple businesses, and, over the last four years, has served as President of Small Business, Retirement, and Insurance Services, serving the payroll, HR, and compliance needs of over 900,000 customers. Most recently, driven by customer need for an all-in-one, easy-to-use solution, he helped spearhead the launch of a partnership with Fiserv, bringing together their small business solutions, including Clover and Cash Flow Central, with ADP’s small business payroll and HR solution.
To further elevate AuditBoard’s go-to-market motion, Lauren Ball has been named Chief Sales Officer and will oversee the company’s global sales strategy and execution, reporting to Sperduto. Ball was previously the Senior Vice President, North America at AuditBoard and has been integral to executing sales strategy and driving revenue growth across North America for nearly five years. Prior to AuditBoard, Ball serviced accounting firms building out their advisory practices at Intuit for 10 years, and most recently spent time at AppDynamics (part of Cisco).
Smith + Howard Expands C-Suite Leadership to Accelerate Strategic Execution and Brand Evolution
Smith + Howard, a nationally recognized accounting and advisory firm, recently announced two key leadership appointments that reflect the firm’s continued growth and commitment to operational excellence. Julie Barnes has been named Chief of Staff, and Brielle Ferrante has been appointed Chief Marketing Officer.
In her new role as Chief of Staff, Barnes will work closely with the executive leadership team to drive strategic alignment, streamline cross-functional collaboration, and advance firmwide initiatives. She brings more than 30 years of leadership experience to the position and has played a critical role in scaling Smith + Howard from a 27-person firm to a private equity-backed organization of more than 500 professionals.
Previously serving as Chief Marketing Officer, Barnes was instrumental in elevating the firm’s brand and enhancing its market presence—both domestically and internationally. Her background in marketing, operations, and executive leadership makes her uniquely equipped to support Smith + Howard’s long-term growth trajectory.
Succeeding Barnes, Brielle Ferrante joins Smith + Howard as Chief Marketing Officer, where she will lead the firm’s integrated marketing strategy across all parts of the Smith + Howard Family of Companies. She joined the firm through the acquisition of Fahrenheit Advisors, where she previously served as fractional CMO.
A former McKinsey consultant with a track record of building and leading marketing teams, Ferrante has also held senior roles at Verizon and a drone delivery and services start-up, DroneUp. She brings a unique combination of consulting, corporate, and entrepreneurial experience to her role.
As CMO, Ferrante will oversee brand positioning, content development, digital marketing, sales enablement, campaign execution, and events. Her appointment underscores Smith + Howard’s commitment to investing in marketing as a key growth driver.
LBMC Names Kim Pace Director in Transaction Advisory Services Practice
Chattanooga, TN (Sept. 22, 2025) – LBMC, one of the Southeast’s largest accounting and business consulting firms and a nationally recognized top 40 firm, is pleased to announce that Kim Pace has been named Director, Transaction Advisory Services based in the firm’s growing LBMC Chattanooga office.
In her role at LBMC, Pace provides financial due diligence services for both strategic and private equity- sponsored buyers and sellers. She brings 10 years of public accounting experience to the position, with the last six years focused on mergers and acquisitions. Her promotion reflects LBMC’s continued investment in top talent and its ongoing expansion of transaction advisory capabilities across Tennessee and the Southeast.
A key contributor to the firm’s local presence, Pace joined LBMCs Transaction Advisory Services team in 2019 after serving as a Manager in the firm’s audit department. She has since managed numerous buy- side and sell-side engagements across multiple industries including manufacturing, distribution, construction, technology, and healthcare.
Pace’s promotion comes at a time of strategic growth for LBMC in Chattanooga, where the firm continues to expand its advisory services to meet increased demand from privately held businesses, entrepreneurs, and private equity clients across the region.
LBMC’s Transaction Advisory Services practice continues to experience strong momentum, driven by the region’s activity and a steady pipeline of complex, middle-market transactions. Pace’s role as Director will support that growth and reinforce the firm’s dedication to helping clients navigate every stage of the deal process with confidence.
Pace holds bachelor’s degrees in Accounting and Business Administration from Lee University and is a CPA. Actively involved in the Chattanooga professional community, she serves on the board of the Chattanooga Chapter of the Accounting & Financial Women’s Alliance and is an active member of ChristWay Community Church, including leading the children’s worship.
Nikki Burgeson Joins UHY as Head of Business Development
As of September 2, 2025, Nikki Burgeson has joined UHY as the Senior Director of Business Development and Sales. UHY is a leading national accounting and business advisory firm with over 40 offices in the U.S. and is a founding member of UHY International.
The addition of Burgeson, in this newly created role, reflects the firm’s strategic focus on elevating and scaling UHY’s business development capabilities to support its commitment to client service and its growth objectives. Burgeson brings more than 25 years of experience, most recently from Rehmann, where she led their business development function and played a key role as part of their leadership team. During her tenure at Rehmann, she built a centralized, high-performing business development team, cultivated a firmwide sales culture, and established scalable processes and infrastructure to support long-term growth.
Burgeson has more than 25 years of experience, most recently as the Director of Sales and Business Development at Rehmann.
Kantata Names Technology Leader Jesse Weber to Vice President of Partner Alliances
Kantata, a leading global provider of Professional Service Automation (PSA), recently announced the appointment of Jesse Weber as Vice President of Partner Alliances. Bringing more than 14 years of experience building technology partner ecosystems at companies including Sage and SAP, Weber will lead Kantata’s strategic alliances program focusing on expanding its partner network to include Private Equity and Consulting firms.
Weber most recently served as Global Head of Private Equity Alliances at Sage, where he led a team engaging hundreds of private equity firms, venture investors, and consulting partners to accelerate digital transformation and financial modernization. Prior to that, he held multiple leadership roles at SAP, including Director, Private Equity Alliances (SAP-Ariba) and Senior Business Development Manager for Global Private Equity (SAP Concur).
Weber holds a BA in Business Administration from Eastern Washington University.
Walt Brasch Joins Weaver as Commercial Audit Partner
National accounting and advisory firm, Weaver, is pleased to announce that Walt Brasch, CPA, has joined the firm as a commercial audit partner. Based in Manhattan Beach, California, Walt will strengthen Weaver’s West Coast presence and contribute to the growth of its Audit practice nationwide.
With over 20 years in accounting and advisory, his experience covers SEC compliance from multinational large-accelerated filers to venture-backed emerging growth companies from startup through IPO. He has a proven track record of building high-performing teams, leading public company engagements and guiding clients through complex transactions.
With an extensive background in client service and executive leadership, Walt spent nearly five years as the public company practice leader for an international advisory and accounting practice where he also served as the managing partner of their Los Angeles office. His career also includes nearly two decades in the Big Four where he served as a managing director in an audit and assurance services group and held leadership responsibilities for the firm’s west region restaurant and food service audit practice. During this tenure, Walt gained multinational experience, highlighted by a two-year secondment in Paris.
Walt is a certified public accountant in California and New Jersey, and an active member of both the American Institute of Certified Public Accountants and the California Society of Certified Public Accountants. He earned a Bachelor of Science in accounting from Providence College.
Jessica McClain Named CFO of American Staffing Association
The American Staffing Association recently announced that it had named Jessica McClain CFO. The American Staffing Association is a 501 (c)(6) trade group that represents the interests of the American staffing, recruiting, and workforce solutions industry.
McClain was previously CFO of The Girl Scouts Nation’s Capital for nearly four years, a 501 (c)(3) nonprofit and the Washington D.C. division of Girl Scouts of the USA. Prior to working there, McClain held various roles at Williams, Adley, and Company, Grant Thornton, IBM, and KPMG.
Executive Director William Treacy Celebrates 35 Years with TSBPA
William Treacy recently celebrated 35 years of service as the executive director of the Texas State Board of Public Accountancy (TSBPA). As the TSBPA executive director, William Treacy is responsible for the operation of the agency in accordance with Board policy, state and federal law, and duties established by the Board. TSBPA Presiding Officer Jeannette Smith, CPA presented a 35-year service award to Mr. Treacy at the September 18, 2025, Board meeting. Mr. Treacy currently serves on the U.S. International Qualifications Appraisal Board, which he chaired for seven years, and was also a member of NASBA’s Committee on International Delivery of the CPA Exam and the NASBA Global Strategies Committee.
He previously served on the NASBA National Steering Committee; the AICPA/NASBA Uniform CPA Examination Task Force; the Computerization Implementation Committee; the Alternative Practice Structures Task Force; the Uniform Accountancy Act Education and Implementation Committee; the International Reciprocity Committee; the State Board Administrators’ Committee (including two years as chairman); the Acceleration of Changes in the CPA Exam; the Future Licensing, Litigation, Legislation Task Force; the Ethics Committee; and the Operation LEAD Task Force.
Mr. Treacy is an honorary member of the Texas Society of Certified Public Accountants and the recipient of the 2009 Lorraine P. Sachs Standard of Excellence Award. He grew up in Cork, Ireland, with five brothers and five sisters and is a United States Army Veteran. In his spare time, Mr. Treacy enjoys singing in the choir, walking, reading, and watching college football.
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Tags: accounting firms, Firm Management, Payroll, promotions, Staffing
