Professionals on the move is a periodic round-up of recent hiring, promotion, staffing, awards and other personnel announcements from around the profession.
Brogan joins CohnReznick’s Government and Public Sector Advisory practice
CohnReznick, a leading professional services firm, recently announced that Jane Brogan has joined its Government and Public Sector Advisory practice. A nationally recognized leader in disaster recovery and community development, her appointment underscores the practice’s commitment to excellence and innovation in supporting governmental disaster recovery programs.
Brogan has more than two decades of experience designing and delivering high-impact programs that strengthen resilience and improve lives – including 15 years in senior government roles. Her leadership has guided the deployment of $12 billion in Community Development Block Grant Disaster Recovery (CDBG-DR) funds, supporting tens of thousands of households, small businesses, and infrastructure projects. As former Chief Policy and Research Officer at the New York Governor’s Office of Storm Recovery, Brogan spearheaded 17 federally funded initiatives and helped shape national policy reform.
Anders Expands Its Advisory Services with New Business Transformation Offering
Anders™, a top 100 CPA and advisory firm, recently expanded its growing suite of offerings with the launch of a new Business Transformation service line designed to help mid-tier businesses adapt, grow, and compete in a rapidly changing marketplace.
Mike Fuller has joined Anders as Business Transformation Principal to lead the new service. With nearly three decades of experience guiding complex operational and technology transformations across industries, Fuller helps organizations streamline operations, optimize systems, and achieve sustainable growth.
A Firmwide, One-Stop Approach
Business Transformation provides clients with a deep bench of Anders experience across advisory, tax, and audit services to deliver unified guidance. Clients benefit from an integrated, cross-functional perspective that eliminates silos and accelerates results. This approach streamlines the path to solutions for business challenges such as optimizing processes, strengthening supply chains, enhancing customer experiences, and overcoming barriers to growth.
About Mike Fuller
Fuller brings extensive experience optimizing operations, implementing technology solutions, and achieving sustainable growth. He has delivered large-scale operational and technology strategies for global enterprises, guided healthcare organizations through complex transformations, and provided fractional executive leadership across industries. His experience spans strategic planning, regulatory compliance, process optimization, and leveraging technology to improve performance.
Aprio Adds Veteran Partners in Audit and Client Accounting Services Across Key Growth Markets
Aprio, the 24th largest business advisory and accounting firm in the U.S., is strengthening its national advisory and audit practices with the addition of three new partners: Brad Leffler, Jon Klausa, and Travis Miskowitz. Their additions boost Aprio’s capabilities in client accounting services (CAS), real estate, and audit across high-growth markets.
Brad Leffler | Southwest Audit – Market Area Lead and Partner
Brad Leffler, based in Dallas, will expand Aprio’s audit capabilities across Texas, working with manufacturing and distribution, energy, technology, and healthcare companies, while building new channels to bring Aprio’s full advisory capabilities into the region. Brad, with nearly 30 years of experience, has a strong track record of leading high-performing audit practices, guiding large, multi-market teams, and driving operational improvements that elevate the client experience.
He earned a Bachelor of Business Administration in Accounting from Baylor University’s Hankamer School of Business and is active in the community through Northwest Bible Church and My Possibilities.
Jon Klausa | Real Estate Client Accounting Services Partner
Jon Klausa, based in Chicago, will deliver tailored solutions that simplify complex reporting, increase operational efficiency, and enable strategic growth for mid- to large-sized, vertically integrated commercial real estate companies across all asset classes and ownership structures.
Having worked in both industry and service delivery, Jon uniquely understands the challenges real estate companies face and is recognized for his ability to deliver practical guidance. With over 20 years of experience, he has led multiple transformation projects and helped launch new service offerings that respond to evolving accounting and market requirements. He holds a Bachelor of Finance and Economics from the University of Wisconsin–La Crosse and an MBA from Northern Illinois University.
Travis Miskowitz | Outsourcing Client Accounting Services Partner
Travis Miskowitz, based in New York City, will help expand the firm’s outsourced accounting capabilities, delivering financial solutions that streamline operations, improve decision-making, and support business transformation for technology, retail, and professional services clients.
A seasoned Chief Financial Officer, Travis has led initiatives that optimize finance operations, restructure debt, integrate personnel and systems, and enable efficient scaling. He partners with clients to develop budgets, forecasts, reporting packages, and board relations, while supporting fundraising and guiding pre- and post-merger integration to ensure smooth transitions. He helps clients simplify complex financial operations, gain clarity on financial performance, and make informed business decisions that drive growth. He earned a Bachelor of Science in Accounting from Binghamton University, School of Management, State University of New York.
Aprio has also recently welcomed national advisory services leader Neal Beggan and other partners, including Jim Cordova, Dasha Walker, and Elie Doft, as well as Jason Lipschultz, Nathan Robnett, and Nuwandi Trahan. Building on continued momentum, the firm has scaled throughout 2025, completing 14 acquisitions that have strengthened key markets and expanded national service offerings. Recent activity includes the acquisitions of Mize CPAs Inc. and Prism Financial Group, extending Aprio’s Midwest footprint into Kansas, as well as New Jersey–based DeFalco & Co., CPA, reinforcing the firm’s presence across the Tri-State region. Together, these initiatives underscore Aprio’s commitment to delivering a fully integrated service model for growth-minded businesses nationwide.
Aprio’s growth and impact have been recognized across the profession, including being named to the Inc. 5000 list of fastest-growing private companies for the third consecutive year and honored on the Inc. Power Partner list for meaningful contributions to clients and communities.
Thomson Consulting Expands Leadership Team with Addition of David Bundy
Thomson Consulting recently announced that David Bundy, CEO of Dean Dorton, will become a Partner and join the firm in 2026.
Bundy’s addition strengthens Thomson Consulting’s role as an advisor to firm leaders, bringing another proven perspective shaped by years of leading through transformation, growth, and change. As the President and CEO of one of the nation’s fastest-growing CPA firms, Bundy has spent decades guiding his firm through pivotal moments of evolution. His insights—rooted in lived leadership experience—reflect the same conviction that defines Thomson Consulting’s work: the best advisors are those who’ve been in the chair themselves.
Bundy’s addition expands Thomson Consulting’s leadership circle and reinforces its commitment to advising firm leaders who are shaping what’s next for the profession.
Planful Appoints Richard Parke as Chief Customer Officer
Planful Inc., the pioneer of financial performance management cloud software, recently announced the appointment of Richard Parke as Chief Customer Officer. Parke brings over 20 years of experience building and leading world-class customer-facing organizations, including Avetta and Convergys (now Concentrix), with a proven track record of helping companies scale while keeping customers at the center.
Parke previously worked with Herr at Avetta, where he helped guide the company through significant global expansion while scaling the customer organization. Throughout his career, he has led global teams across customer success, support, professional services, retention and expansion, customer experience technology, and enablement.
This appointment comes as Melissa Dreuth transitions back to her role as Chief People Officer and Chief of Staff to the CEO. Dreuth had stepped in to lead the customer organization earlier this year while maintaining her responsibilities as Chief People Officer.
Parke will oversee Planful’s engagement with over 1,500 customers and joins the company at a period of rapid development. In addition to Herr’s appointment as CEO, Planful recently launched Analyst Assistant, which removes the burden of manual analysis for financial teams and provides instant insights, enabling financial professionals to focus on strategy.
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