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Bowman Names Three Partners 1

Bowman & Co. has named three staff members to the partner ship group this month. The New Jersey CPA firm promoted Kenneth M. Drews, Michael Thilker and Josette Traversa.

Drewes joined the firm’s Governmental Services Department in 2009 with expertise in audits of county and municipal governments, school districts, charter schools, fire districts, and federal and state financial assistance programs.

Besides being a CPA, he is also licensed as a Registered Municipal Accountant, and as a Public School Accountant in New Jersey and is also a Certified Municipal Finance Officer. He has also been certified by the New Jersey Department of Community Affairs, Division of Local Government Services as a Certified Municipal Finance Officer.

Working in the Commercial Services Department, Thilker has worked at Bowman since April 2013 and is a CPA in both Pennsylvania and New Jersey. His clients mainly include housing authorities and non-profit affordable housing organizations and his experience includes audits of non-profits.

Traversa came to Bowman in September 2022 after near four years at CPA firm Citrin Cooperman where she was director of international tax services from November 2018 and partner from October 2021 until she joined Bowman. Before that, she spent two-and-a-half years at D&H Global Tax Group.

She primarily focuses on tax matters and is responsible for a wide range of individuals and businesses with experience that includes

tax consulting and review for individuals, partnerships and S Corporations.

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Intuit Names New Marketing VP

Lucas Watson, IntuitIntuit has named Lucas Watson as chief marketing and sales officer. He replaces Caroline Donohue, who said in February she would retire after 21 years with the software company. Watson will begin his job on August 22.

Watson came from Google where he served as VP of global brand solutions and innovations and had worked there from June 2011.

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XCM Names Sales VP

Marc Montpas, XCM Solutions XCM Solutions has hired tax and accounting industry veteran Marc Montpas as VP of sales. His responsibilities with the Quincy, Mass.-based software company include building out and leading the sales organization in North America and expanding into new markets and product areas.

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RSM Names Tax Consulting Leader

E.J. Nedder, RSM US RSM US has named E.J. Nedder to serve as national tax consulting services leader. His responsibilities included developing strategies to grow tax consulting services. The firm said in a prepared statement he is also charged with "positioning RSM US as the preeminent first-choice advisor for middle-market leaders' tax consulting needs."

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Boomer Changes Leadership

L. Gary Boomer, Boomer ConsultingBoomer Consulting has named Jim Boomer as CEO to succeed his father and founder L. Gary Boomer. The Manhattan, Kan.-based firm also selected Sandra Wiley as president, Dustin Hostetler as chief innovation officer, and L. Gary Boomer as visionary and strategist.

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LBMC Changes Marketing Directors

Leisa Gill, LBMC LBMC has brought in Suzanne Reed as director of marketing, taking over the job from long-time employee Leisa Gill. Gill, who had been marketing director since March 1997, has been named to the new position of director of client experience. The Nashville, Tenn.-based accounting firm made the announcement this month but the two directors' LinkedIn profiles show the events were effective in November.

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Bloomberg BNA Names Executives

Christine Correira, Bloomberg BNA Bloomberg BNA has named two individuals to top jobs. The Arlington, Va.-based publishing promoted Dan Fine to the position of COO earlier this month and hired Christina Correira as chief human resources officer in February. Both report to CEO President Greg McCaffery.

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Product Officer Norton Leaving Xero

Angus Norton, XeroChief product officer Angus Norton is leaving Xero after working in that position since October 2014. Based in New Zealand, Norton is returning to his home in Seattle, Wash. His duties are being taken over by Duncan Ritchie, chief platform officer, with the product and platform teams being merged together as the cloud-based software company completes its platform migration to AWS.

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TaxAct Parent Names CEO

John Clendening, BlucoraBlucora, which owns the TaxAct software line, has named John Clendening as president and CEO effective April 4. Clendening is replacing William Ruckelshaus. The hiring of Clendening, who had executive roles at Charles Schwab Bank and Charles Schwab & Co. follows Blucora's acquisition of HD Vest on December 31.

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Sleeter Has Left Sleeter Group

Doug Sleeter, The Sleeter GroupSleeter Group founder Doug Sleeter has left the company he founded. He is scheduled to be the keynote speaker at the conference formerly known as SleeterCon in November, which has been renamed Accountex USA (www.AccountexUSA.com.) 

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XCM Names Chief Marketing Officer

Sue Nolan, XCM SolutionsXCM Solutions, which makes online workflow management software, has hired Sue Nolan as chief marketing officer, a new position for the Quincy, Mass.-based company. Nolan's career included eight years with CCH where she was VP of cross market solutions from March 2009 through May 2013.

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