Professionals on the Move is a periodic collection of recent promotions, staffing changes, awards, and other personnel announcements from around the accounting profession.
The Bonadio Group Appoints Chelsea Murray as Healthcare Industry Leader
The Bonadio Group, a nationally ranked IPA Top 40 CPA firm, recently announced that Chelsea Murray has been named Healthcare Industry Leader. Murray succeeds Janine Mangione, who will remain with the firm in an advisory role until her planned retirement in April 2027.
The Bonadio Group’s Healthcare Industry practice has been under the leadership of Mangione for more than two decades, guiding growth and expanding services to healthcare organizations across the country. This leadership appointment underscores the firm’s longstanding investment in and dedication to the healthcare sector.
Murray started in the field in 2009, joined the Bonadio Group in 2017, and was named an Advisory & Consulting Partner in 2024. She works closely with healthcare providers on a range of complex financial matters, including Medicaid and Medicare reimbursement, regulatory strategy and compliance, federal and state audit defense, and more.
A Certified Healthcare Financial Professional (CHFP), Murray regularly advises executive teams and boards, engages in state-level advocacy, collaborates with policymakers and regulators, and is a recognized speaker on healthcare finance and policy issues. She is actively involved in the healthcare industry through memberships in multiple regional and state level associations across the Northeast and participates in New York State Department of Health work groups.
For more information about The Bonadio Group, visit www.bonadio.com.
BRG Strengthens Forensic Accounting and Investigations Practice with Two Senior Hires
BRG recently announced that Sabera Choudhury, a specialist in complex forensic investigations and disputes, has joined as a managing director in the firm’s Forensic Accounting and Investigations practice. Based in Chicago, she will advise clients facing complex investigations involving fraud and corruption, enforcement actions, civil and criminal litigation, arbitrations and bankruptcy proceedings. She is the second recent addition to the practice, following Director Faizal Karim, a forensic accounting and compliance veteran based in New York City who arrived earlier this year.
With over 25 years of experience, Choudhury leads global forensic investigations, leverages cross-functional teams and advanced data analytics tools and has presented findings to stakeholders worldwide. During her career, she was based out of London for a Big Four accounting firm, where she honed her expertise in leading complex matters across Europe and Asia. Choudhury brings this specific expertise to BRG and will be co-located in Chicago and London.
Choudhury earned an MBA from the University of Chicago Booth School of Business and a BA in economics from Barnard College, Columbia University.
Karim has more than 25 years of experience performing complex investigations, special audit committee investigations, fraud and forensic accounting assignments, litigation services, merger and acquisition (M&A) advisory services and internal control and compliance assessments related to money laundering, bribery/corruption and economic sanctions.
Maryland-Based CPA Firm Gorfine, Schiller & Gardyn Joins Sorren, Expanding National Platform
Owings Mills, MD — Gorfine, Schiller & Gardyn (GSG), a full-service CPA firm with more than 90 years of history, recently joined Sorren, a Top 50 national tax, accounting, and advisory firm, further strengthening Sorren’s presence in the Mid-Atlantic region.
Founded in 1934, GSG has built a longstanding reputation for delivering accounting, tax, and advisory services to a diverse client base, with particular depth in real estate, healthcare, nonprofit, and construction. The firm is currently the seventh-largest CPA firm in the Baltimore metropolitan area.
The combination marks Sorren’s entry into Maryland, adding an office in Owings Mills, enhancing the firm’s ability to serve clients across the region with expanded resources and specialized expertise.
Forvis Mazars enhances tax services for healthcare clients with addition of Garrett Gluth
Forvis Mazars LLP, one of the largest public accounting and consulting firms in the United States, recently announced the addition of Garrett Gluth as a managing director with the Healthcare Practice.
In his new role with the firm, Gluth will focus on tax and compliance issues for nonprofit healthcare clients across the country. As a CPA and attorney, Gluth brings extensive tax experience to the position, following 16 years of working at the IRS, where he held multiple senior executive roles and was tasked with navigating key legal, financial and regulatory matters. During his time with the IRS, Gluth helped draft regulations and implement tax laws for nonprofit organizations, redesigned Form 990 hospital reporting, and led large, complex tax compliance programs.
Gluth is a nationally recognized authority on tax‑exempt healthcare organizations. He helped author Section 501(r), significant statutory requirements that must be met by all tax-exempt hospital organizations. At the IRS, he also led implementation of complex tax provisions, including provisions related to Opportunity Zones, Digital Assets, Clean Energy, Excise Taxes, Credits, and Deductions.
Gluth joins a growing practice that serves thousands of clients nationwide, and is the No. 1 nonprofit healthcare tax preparer in the country, according to Form 990 data in Cause IQ.
RSM Positions New Leaders to Serve a More Complex, Digital Middle Market
RSM US LLP (“RSM”) – the leading provider of assurance, tax and consulting services for the middle market – recently announced several leadership appointments across the firm, reinforcing RSM’s focus on aligning leadership capabilities with the evolving scale and demands of the middle market.
These appointments deepen leadership across key areas of the business, strengthening execution and cross-firm collaboration as RSM continues to evolve and grow alongside its clients.
Enterprise
Kerensa Butler will join the RSM US leadership team as enterprise global leader, aligned to COO Sam Mascareno. In this role, Butler will partner closely with RSM International leadership and the RSM International Board to align global priorities with our transatlantic strategy. She brings deep experience in assurance, private equity and global growth, along with a collaborative leadership style and strong commitment to our people and firm.
Assurance
Adam Hallemeyer has become RSM’s chief auditor effective May 1. In this role, Hallemeyer will have overall responsibility for the firm’s audit quality management and audit and assurance policies, guidance and methodology. Additionally, he will lead efforts to ensure audit engagements are performed with integrity, consistency, quality and in compliance with professional standards, and drive innovation and continuous improvement across the audit process.
Office of Risk Management
Valerie Wahl, previously a partner at a Big Four firm, has been appointed partner, enterprise ethics and independence leader. Wahl is responsible for the firm’s independence risk management framework, including independence monitoring, policy guidance, training and independence consultations with engagement teams. Wahl brings more than 25 years of experience in independence, ethics and compliance leadership within public accounting. She has led large, multidisciplinary independence teams, developed enterprise independence strategies, supported regulatory inquiries and driven continuous improvement in quality control and compliance programs.
Consulting
Stacy Dow, formerly the leader of the Financial Consulting practice and RSM Catamaran, has been named leader of the Deal Services practice. In this role, she oversees the strategy and delivery of RSM’s integrated set of capabilities across the full M&A lifecycle – from buy-side and sell-side advisory to divestiture strategy and capital markets readiness. With more than three decades of experience navigating complex transactions, she has advised corporations and private equity funds through growth capital raises, platform acquisitions, add-on strategies and exits.
Bjorn Hill, formerly the leader of the Managed IT Cloud and Infrastructure practice, has been named leader of the Business Applications practice. In this role, Hill is responsible for leading the strategy and delivery of ERP and CRM implementations that help clients modernize core business processes and drive scalable growth. With more than 20 years industry experience and known for building high-performing teams, Hill brings a pragmatic and quality-centric approach to delivering measurable business outcomes for RSM clients.
Thomas Dimino, formerly the leader of the accounting and finance consulting practice, has been named leader of the Financial Consulting practice. In this role, Dimino will continue to build RSM’s finance and accounting advisory and outsourced capabilities, while guiding clients through complex business, accounting and financial reporting challenges and opportunities. Dimino draws on his extensive experience as a financial consultant, tax adviser and auditor to understand a client’s needs and implement workable solutions.
Ron Beck, formerly practice leader for RSM’s infrastructure services, has been named leader of the Managed IT Cloud and Infrastructure practice, where he will lead RSM’s industry-leading infrastructure and managed services solutions. Beck brings more than 25 years of experience working across the latest managed services and technology platforms, including cloud and data, connectivity and edge, and endpoint solutions.
Ross Krusell, having served as leader of RSM’s enterprise account teams, has also been named as the leader for RSM Catamaran. In this role, Krusell will accelerate the modernization and expansion of outsourced and managed solutions specifically crafted for middle market organizations. These services are not only integrated and industry-focused but designed to adapt and scale as clients’ ambitions grow. With more than two decades of experience, Krusell has a reputation for igniting team spirit, turning complexity into clarity and delivering forward-thinking solutions.
Ana Minter has been named consulting leader for AI go-to-market, responsible for shaping and executing the firm’s AI strategy to help clients realize tangible business value in the age of AI. With more than two decades of consulting and industry experience, Minter has led organizations through large-scale transformation by aligning business strategy, operating models and technology execution. Minter is well positioned to help clients move beyond experimentation— embedding AI into core business processes with clarity, discipline and measurable outcomes.
John Harder, formerly consulting operations leader, has been named consulting transatlantic integration leader. In this role, he will help with the creation and execution of RSM’s UK technology consulting strategy and support the alignment of US and UK consulting strategies and operations after the agreement to form a new transatlantic partnership. Harder has more than 35 years of professional services experience serving clients ranging from startup organizations to Fortune 500 companies.
Caitlin Hughes, formerly operations leader of the Financial Consulting practice, has been named consulting operations leader. She is responsible for financial strategy and management, performance measurement and driving operational excellence throughout RSM Consulting. With nearly two decades at RSM, Hughes brings deep experience across consulting and is known for her collaborative leadership style, strong operational acumen, and focus on aligning people, processes and technology to develop scalable solutions.
Financial Services
Jon Waterman, formerly the asset management sector leader, has been appointed the new national industry leader for financial services. Waterman brings almost 30 years of deep experience guiding clients through complex challenges and opportunities in the asset management sector. Waterman will continue to serve as the assurance leader for the asset management capability within the financial markets service line.
Joe Kaczmarek has been appointed as the new sector lead for specialty finance. In this role, Kaczmarek will drive the sector’s strategic objectives, including business-critical initiatives, go-to-market strategy, key milestones and talent development, while partnering closely with our audit, tax and consulting teams to strengthen client service, accelerate innovation and expand our market presence. Kaczmarek will continue to serve as the financial services audit industry leader and the national fintech leader as he transitions into this expanded role.
Business and Professional Services
Chris Murphy, formerly the business services sector leader, has been appointed the leader for two new business and professional services sectors – facility and environmental services and workforce solutions. In his new roles, he will focus on leading asset- and operations-intensive businesses navigating regulatory, infrastructure and economic pressures, as well as talent and workforce delivery, helping clients scale, modernize and manage risk in a rapidly evolving environment.
Technology, Media and Telecommunications
Brendan Joosten, formerly the national telecommunications sector leader, has been appointed to lead the newly formed national telecommunications, media and entertainment sector. He will oversee the firm’s assurance, tax and consulting practices that serve clients across the full TMT spectrum. Joosten has almost 20 years of experience providing auditing and financial advisory services to a variety of clients. He has extensive experience working with private equity group portfolio companies, assisting in business combinations and revenue recognition-oriented due diligence matters on potential acquisition targets for these clients.
Industrials
Katie Landy, risk consulting principal and graduate of the industry eminence program, has been appointed national manufacturing sector leader. In this role, she will guide and continue to drive the firm’s manufacturing strategy, growth and client service efforts. Katie brings more than 15 years of consulting experience, with deep expertise in internal audit, internal controls, and enterprise risk management
Anne Slattery, formerly an industrials senior analyst, has been appointed the new national energy sector leader. In her new role, Slattery will lead RSM’s energy sector efforts nationally, serving clients across all aspects of the energy value chain, including oil and gas, oilfield services, power and utilities, renewables and petrochemicals. Slattery has more than 18 years of experience in the energy industry and risk management for public and private organizations.
Real Estate
Brandon Maves, formerly the national construction sector leader, has been appointed as the new national construction and real estate industry leader. Under Maves, those serving CRE clients can look forward to RSM’s continued strength delivering the perspectives and solutions our clients need to thrive in a rapidly evolving market. He has more than 24 years of experience as a strategic leader providing assurance and business advisory services to all segments of the construction and real estate sectors.
Brandon Jones, formerly the national construction tax leader, has been appointed the new national construction sector leader. In his new role, Jones will lead RSM’s construction sector efforts nationally and serve as a strategic leader for the larger industry. Brandon brings 30 years of experience supporting privately owned businesses and families. He is considered an expert in construction tax law; as well as partnership and S-corporation entity tax law.
Sage Adds to its Leadership Team
Sage is strengthening its leadership team with the appointments ofKrish Vitaldevara as Chief Product Officer and Anand Swaminathan as Chief Strategy Officer, reinforcing the company’s commitment to AI-powered innovation, long-term growth, and customer success for SMBs globally. Both will start in the coming weeks and be based in the company’s San Jose, California office.
Krish brings more than 25 years of experience building and scaling AI-first enterprise platforms at companies including Salesforce, Google, Microsoft, and NetApp, and will lead Sage’s global product and platform strategy.
Anand joins from McKinsey and Accenture Digital, where he advised leading organizations on AI transformation and growth strategy, and will drive Sage’s corporate strategy and value creation agenda.
Together, the appointments signal Sage’s continued investment in intelligent, trusted solutions that help small and medium-sized businesses thrive in an increasingly digital economy.
Plante Moran opens Amsterdam office as part of ongoing international expansion
Plante Moran, one of North America’s largest accounting, tax, consulting and wealth management firms, has announced the opening of a new office in Amsterdam. This marks the firm’s first location in Europe and builds on more than 20 years of international office expansion, beginning with Shanghai and followed by openings in Mexico, Mumbai and Tokyo.
For more than 40 years, Plante Moran has worked alongside organizations with international operations, helping them navigate regulatory complexity, growth and change. As cross‑border activity continues to increase, the firm is expanding its on‑the‑ground presence to better serve U.S.- and Latin American-based companies doing business in Europe and European organizations operating in the United States and Latin America.
The Amsterdam office, located at De Boelelaan 7, 1083 HJ Amsterdam, will be led by Kevin Dailey. A long-time Plante Moran leader, Dailey brings deep experience working with organizations that operate across borders and will be responsible for overseeing the firm’s strategy, growth and client service in the region.
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