Running a Firm (789)
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WK’s McGinnis Takes MyCase CEO Job
- Wednesday, 27 January 2021
- People & Moves
- Written by Bob Scott
Jim McGinnis, who has been an executive at Wolters Kluwer and Intuit, has been named the CEO of MyCase. MyCase markets practice management software and payment services for law firms.
Pugliese Becoming CEO of IIA
- Monday, 11 January 2021
- People & Moves
- Written by Bob Scott
Anthony Pugliese, CEO of the California Society of CPAs, will become president and CEO of the Institute of Internal Auditors in March. He replaces Richard Chambers.
Intuit Taps New Accountant Leader
- Thursday, 07 January 2021
- People & Moves
- Written by Bob Scott
Intuit has named Ted Callahan as leader of its accountant program. Callahan, who has been with the software company since August 2017 joins the team of Ariege Misherge, VP and expert segment leader of the small business self-employed group.
Accounting Firm CLA Names CEO
- Monday, 04 January 2021
- People & Moves
- Written by Bob Scott
CliftonLarsonAllen has named Jen Leary as CEO. The firm also announced the names of five executives who are serving on her leadership team.
Survey: Firms Expect Remote Work to Grow
- Monday, 21 December 2020
- Running a Firm
- Written by Bob Scott
The overwhelming number of accounting firms participating in a recent ConvergenceCoaching survey expect remote work will increase even after the COVID-19 pandemic ends. The 2020 ConvergenceCoaching AnyTime, Anywhere Work survey found that 81 percent of the 223 firms responding expect such an increase.
Surgent Partners for Accounting Courses
- Monday, 14 December 2020
- Running a Firm
- Written by Patrick O'Leary
Surgent has expanded its online learning center, Surgent IQ's Partnership Program, with a suite of introductory accounting courses from AME Learning. Surgent this week described the addition as extending “Surgent IQ’s offering to meet the needs of professionals with atypical educational backgrounds.”
CEOS Say Stimulus Package Needed
- Thursday, 03 December 2020
- Running a Firm
- Written by Bob Scott
Slightly more than two thirds of CEOs see the passage of another COVID-19 stimulus package as one of the three most important initiatives for a Biden Administration. The recently released Marcum-Hofstra CEO Survey of 250 company leaders nationwide found that 45.6 percent say a stimulus bill is the top issue.
AICPA Hires Regulatory VP
- Monday, 30 November 2020
- People & Moves
- Written by Patrick O'Leary
The American Institute of CPAs has hired Marta Zaniewski as VP of state regulatory and legislative affairs. She will serve the AICPA’s primary voice and contact on those areas.
Bill.com Debuts Wealth Management Payments
- Sunday, 22 November 2020
- Running a Firm
- Written by Bob Scott
Bill.com has introduced an application for wealth management firms that support high-net-worth clients. Features include automated bill payments with the software automatically entering invoice details.
BKD Picks Cole As COO
- Tuesday, 20 October 2020
- People & Moves
- Written by Bob Scott
BKD CPAs & Advisors has named Abe Cole as chief operating officer. He succeed Eric Hansen, former chair of the American Institute of CPAs, who has retired.
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