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People & Moves

People & Moves (333)

Intuit Names New ProAdvisor Leader

Misty Megia, IntuitIntuit has named Misty Megia as leader of the global ProAdvisor Program effective this week. Before assuming the new position, Megia led the accounting programs and education strategy team at TSheets by QuickBooks.

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Pugliese to Head California Society

Anthony PuglieseAnthony Pugliese has been named as incoming CEO of the California Society of CPAs/CalCPA Education Foundation. He will take over the jobs from Loretta Doon who is retiring in June. Pugliese assumes the positions on May 1.

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Bonadio Names Five Partners

Jamie Crosley, The Bonadio Group The Bonadio Group this month named five new partners in three of its offices in New York state. The Pittsford, N.Y.-based accounting firm promotion individuals in its Syracuse, Rochester, and East Aurora offices.

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Kepczyk Joins Right Networks

Roman Kepczyk, Right NetworksRoman Kepczyk, a well-known writer and speaker in the accounting firm market, has become director of firm technology strategy at Right NetWorks. That company offers QuickBooks hosting packages which it says offers connections to more than 250 applications.

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Baron Leaving Thomson Reuters

Jon Baron, Thomson ReutersJon Baron is leaving Thomson Reuters after leading its professional tax business since January 2006. He made the announcement of his December departure in his keynote at the company’s Synergy conference this week. He is being replaced by Charlotte Rushton who was named president of tax professionals in July.

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Liberty Marketing Head Follows Hewitt

 Martha O'Gorman, Loyalty BrandsMartha O’Gorman, marketing director for Liberty Tax since its formation, has joined Loyalty Brands in the same position. Loyalty is a company started by Liberty’s founder and former CEO John Hewitt.

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RSM Names Blockchain Leader

Jay Schulman, RSM USRSM has named its first leader forblockchain and cryptocurrency services. The accounting and consulting firm recently selected Jay Schulman, a principal based in Chicago, Ill., as national leader.

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Sage CEO Kelly Quits Job

 Steve Kelly,  Sage The Steve Kelly era at Sage has ended. The CEO this week resigned as director and CEO of the Sage Group, but will not leave the company until May 31, the company said. CFO Stephen Hare, who has become interim COO, will run the company until a replacement can be replaced.

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Bill.com Names Customer SVP

Miguel Lopez, Bil.comBill.com has hired Miguel Lopez as SVP of customer success. In this position Lopez will oversee human support and customer service technology.

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Intuit’s Smith Handing CEO Job to Goodarzi

Sasan Goodarzi, IntuitBrad Smith who has held the job of CEO of Intuit since January 2008, will retire at the end of the year. He will be replaced on January 1 by Sasan Goodarzi, EVP and GM of Intuit’s Small Business and Self-Employed Group.

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