Industry experts on the Move: Might 2021

Experts on the Shift is a roundup of new promotions and hires in and arround the accounting occupation and technological know-how companies that help the profession.

Roswell Park Executive Promoted to Chief Monetary Officer

Following a countrywide lookup, Ryan Grady, CPA, has been appointed Chief Economical Officer at Roswell Park Thorough Most cancers Centre, planning, top and organizing the actions of the Division of Finance.

He succeeds Gregory McDonald, CPA, who will retire productive June 1 following a 26-calendar year occupation at Roswell Park.

On employees because 2014, Grady earlier served as Vice President of Finance and Payer Relations and prior to that, Director of Finance Transformation. As CFO, Grady will condition financial coverage, acquiring devices and processes that aid determination making, monetary reporting, and interior controls.

Ryan Grady attained his Bachelor of Science from the University at Buffalo and is a member of the American Institute of Accredited General public Accountants as effectively as the Healthcare Economical Management Firm.

Dark Horse CPAs Announces Marketing of Two Accelerators to Principals

Dim Horse CPAs, a top rated accounting and tax business serving tiny corporations and people today throughout the nation, just lately announced the promotions of two Accelerators to Principals of the organization.

Natalie Cohen earned a diploma in accounting and worldwide business enterprise from Seattle Pacific College in 2011 and her CPA license in 2014. For the duration of a nine-year stint in community accounting with a huge national CPA agency, she furnished accounting and tax help to a large array of folks and entities. Cohen entered the Darkish Horse Accelerator plan in September 2020. Cohen’s outstanding client support to these organizations in both equally tax do the job and accounting has acquired her a seat at the desk as an equity Principal of the business. Cohen has recognized her SMB accounting and tax apply in Portland, Oregon.

Hayes Hokanson concluded her CPA certification although an undergraduate at the University of California at Santa Barbara and went on to obtain her MBA at San Diego Point out College. Hokanson acquired in-residence accounting encounter in advance of developing her possess consulting company in 2011. Soon after nine years’ knowledge offering finance, bookkeeping and fractional CFO expert services to business consumers, she joined the Accelerator program at Dim Horse with the intention of escalating her business enterprise and broadening her customer base. Hokanson serves the North San Diego area.

The Darkish Horse Principal Accelerator Program was produced for CPAs wanting to make a scalable book of small business at a agency that empowers them with the assets and support to develop intelligently and profitably. Accelerators are set by way of a coaching software that acclimates them to the firm’s bot-enabled tech stack, adopted by proprietary one-on-a person profits schooling and coaching. Upon completion of instruction, they begin building their reserve by fielding inquiries from possible Darkish Horse clients.

Larry Autrey Named to Fort Worthy of Inc.: The 400

Whitley Penn Handling Companion, Larry Autrey, has been picked to appear in Fort Really worth Inc.: The 400.  This listing involves the names and profiles of 400 of Fort Worth’s most influential people today.

Autrey has much more than 30 several years of tax, advisory and business enterprise valuation practical experience targeted on community and personal clients. His parts of exercise involve mergers and acquisitions, production, distribution, financial gain enhancement, professional expert services, enterprise valuations and estate organizing.

Autrey is the Chair of North The united states for Nexia International, the Former Chairman for the Key Corporations Team, a member of the American Institute of Licensed Public Accountants (AICPA), and a member of the Texas Modern society of Certified Public Accountants (TXCPA).

Autrey is also on the Cook dinner Children’s Healthcare facility Board of Trustees, the Texas Land Conservancy Board, a Board Member for the Community Enrichment Center, and is a Chairman for the Neighborhood Foundation of North Texas. 

Jim Penn Named Exceptional CFO: Finance Workforce at D CEO’s Financial Executives Awards

Whitley Penn Co-Founder, Spouse and CFO, Jim Penn, has been named as Fantastic Chief Financial Officer: Finance Crew for the 2021 DCEO Financial Executives Awards. Through the collaborative attempts of the editors at D CEO, the Affiliation for Company Advancement, the Dallas CPA Modern society, and Monetary Executives Global, this awarded the leading monetary executives in the Dallas-Fort Worthy of spot.

In addition to serving as the firm’s CFO, Penn is also a associate in the Forensic, Litigation & Valuation Companies practice team and is a frequent community speaker on litigation and valuation subject areas. He is a accredited general public accountant (CPA) and Accred
ited in Small business Valuations (ABV).  

Penn attained his BBA from the College of Houston and has been instrumental in the business repeatedly acquiring the “Cougar 100” recognition from his alma mater for remaining one particular of the swiftest developing UH Cougar-owned and Cougar-led corporations.

Penn is a member of the American Institute of Accredited Community Accountants (AICPA) such as the Forensic & Valuation Solutions Division, Fort Truly worth Chapter of Texas Modern society of Certified General public Accountants (TXCPA), Fiscal Consulting Group, LC, and the Dallas & Tarrant County Bar Affiliation Loved ones Law Sections.

Baker Tilly Promotes Six New Handling Partners

Top advisory CPA agency Baker Tilly US, LLP (Baker Tilly) a short while ago promoted 6 practice leaders to taking care of associate effective June 1.

Baker Tilly’s most recent running companions are:

Heather Acker, CPA – Risk Advisory, encompassing the complete spectrum of chance, governance and compliance criteria in spots these as internal audit, cybersecurity, organization possibility management, regulatory compliance and management of strategic, technological, economical, and operational challenges.

Ann E. Blakely – Baker Tilly Electronic, helping companies modernize legacy technology and small business functions with digital answers that are quick to understand and provide efficiencies and aid them to develop and compete in the sector. 

William Bressette, CPCM, CFCM, CCCM – Government Contractor Options, aiding customers address advanced regulatory compliance, audit, facts devices and other govt oversight burdens.

Cary Mailandt – Business Advisory Companies, serving to functioning corporations and private fairness firms with their transaction advisory, CFO advisory, strategy consulting, valuation and fund administration needs.

Matthew R. Morris, CFA, CLP – Global Forensics and Litigation Services, delivering precise and reputable economic evaluation for organizations in significant predicaments, like the a short while ago introduced Quantum, a new electronic claims calculation system for the professional insurance coverage marketplace.

Lynette Stolarzyk, JD, LLM – Specialty Tax, together with worldwide tax, tax advocacy and controversy services, mergers and acquisitions tax, exploration and enhancement credits, expense segregation and condition and nearby tax.

DHG Welcomes Joey Ward as Partner in Nashville

Dixon Hughes Goodman (DHG), a U.S. best 20 expert expert services company, recently announced that Joey Ward has joined the organization as an Assurance Associate in Nashville, Tennessee. Joey has 27 several years of working experience across general public accounting, business improvement and financial management, serving domestic and intercontinental companies in the building, serious estate, production, retail and distribution sectors.

Joey will deliver exclusive perception to DHG from having worked equally in field and in general public accounting. He spent two decades working for a multi-billion, multinational basic contractor and true estate corporation. He also served as Place of work Managing Husband or wife and Design Business Taking care of Lover for one of the most significant accounting firms in the U.S. He has significant experience with audits, transaction support and get-side due diligence, M&A issues, obtain value accounting, IFRS and SEC matters, and has served as the guide lover on numerous IPOs.

Joey is joining the DHG team in Nashville, moving from Raleigh, NC.

AICPA Honors Gonzaga U. Accounting Alumna Julie Baker

Julie Baker, who attained a Bachelor of Business enterprise Administration degree in accounting and finance from Gonzaga College in 2020, is among the 89 winners of the prestigious 2020 Elijah Watt Sells Award from the American Institute of CPAs (AICPA) honoring the nation’s top rated performers on the Uniform CPA Assessment.

To qualify for the award, CPA candidates will have to obtain a cumulative ordinary rating earlier mentioned 95.50 across all 4 sections of the Uniform CPA Evaluation, go all four sections on their initially try and have completed tests in 2020.

In addition, Baker used a semester learning abroad at Gonzaga-in-Florence, Italy, and nevertheless finished her diploma in 4 many years.

Gonzaga ranks 10th most effective in the country amid big systems for its to start with-time pass price on the Uniform Certified Public Accountant Evaluation, in accordance to success not long ago launched by the National Association of State Boards of Accountancy. Gonzaga also stays No. 1 among the colleges in the Pacific Northwest and on the West Coastline.

The Elijah Watt Sells Award program was proven by the AICPA in 1923 to figure out exceptional performance on the CPA Examination. Sells, a person of the to start with CPAs in the U.S., was active in the establishment of the AICPA and played a vital function advancing experienced training in just the job.

Autumn Kraus Named 2020 Sam Winstead Volunteer of the Year for the T. Boone Pickens YMCA

Whitley Penn Forensic Litigation Valuation Providers Spouse, Autumn Kraus, has been named the 2020 Sam Winstead Volunteer of the Calendar year for the T. Boone Pickens YMCA.

This award is introduced every 12 months to a volunteer at each branch of the Dallas YMCA who has shown outstanding determination to a application or has helped additional the ambitions of the YMCA in his or her local community.

Kraus is a Licensed Public Accountant (CPA), Accredited in Organization Valuations (ABV), and is also a accredited legal professional. She has used additional than a decade providing expert testimony on accounting, tax, monetary, and business valuation problems in litigation conditions in each condition and federal courts. 

She is the latest Treasurer and Board Member of Empowering Women of all ages as Leaders (EWL). Autumn is a member of the American Institute of Licensed Community Accountants (AICPA), the Texas Modern society of Accredited Public Accountants (TXCPA), as nicely as the Dallas, Tarrant and Houston County Bar Affiliation – Family members Regulation Portion and ProVisors networking team.

Kraus graduated with her B.S. in Accounting and Marketing and advertising from Millikin College (Class of ’84), M.B.A from Stephen F. Austin Condition College (Class of ’94), and J.D. from Texas Wesleyan Faculty of Regulation (Course of ’06).